01 March 2024
1. Reason:
The SOP outlines the procedure of the new IDR process. When an IDR is filled in the client must get a copy for their record. The goal for this process is to make sure that all IDRs are centralized for capturing at Head Office.
2. IDR books for Branches:
2.1 Each branch must have 2 sets of IDR books on rotation basis.
2.2 The branch must use one (1) IDR book per week.
2.3 When an IDR is completed, the client must get the copy (2nd tear out) for his record. 2.4 The original IDR must not be torn out. At the end of the week all IDR books must be sent to the Head Office for capturing. The second set of IDR books must be used during this period.
2.5 Once the IDR books reach Head Office, the amendment will be captured from the original IDR before sending it to the Archives Department for filing.
2.6 The weekly IDR book rotation will stay an ongoing process.
3. IDR books for Paypoints:
3.1 If an IDR is filled in at the paypoint the client must get the copy of the IDR for his record. IDR books must be sent to the Head Office for capturing when the paypoints are closed.
3.2 The capturing will be done from the original IDR. Once it is captured, the original will be torn out and sent to the Archives Department for filing.
3.3 When the paypoint period starts, an IDR book will be issued for use at the paypoints. This will be an ongoing process.
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Hanli Nel
Admin Manager
Wisani & NLA
Download this SOP here:
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