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Is Your Workspace a CMRA? Prepare Now For Big Compliance Changes

Allwork

Under a new regulation published January 12, 2023 , centers will submit client information to a centralized online database rather than rely on paper forms. The following information is intended to help business centers and coworking spaces understand the changes coming their way. Background: What are the current rules?

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Retrieve Your Files With Ease

Professional Assistant Blog

Home About Me Advertise Retrieve Your Files With Ease By The Professional Assistant on Wednesday, November 05, 2008 Filed Under: MS-Access , MS-Excel , Organize , Productivity D o you have quite a bit of filing to do? B eing able to retrieve the data is more important than an organized alphabetized file drawer.

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Anyone can be an Administrative Assistant, right?

Laughing all the Way to Work

Try to anticipate the need so you can have the file or the answer your boss needs, before he or she even knows they need it. A good assistant knows just where to find the document or file needed, or they won’t stop looking till they do. Too much information. Be one step ahead of your boss. Be good at tracking things down.

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Oh where or where is my password?

Laughing all the Way to Work

I hope you keep your address book locked up as that would be a very valuable source of information for someone up to no good. I keep mine in an encrypted Word file on my computer. I also have an encrypted file with various other important numbers like my and my husbands social security numbers and the like. Too much information.

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Grrr! moments

Laughing all the Way to Work

At one office I worked in we had a mail cart with slots for everyones mail, but it was filed First name, Last name. the phone book, standard filing practices etc.) This goes for filing and also how your contacts are ordered in Outlook. If you open the contact card you will see in the first section File As.

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The E-tiquette of E-mail

Professional Assistant Blog

Home About Me Advertise The E-tiquette of E-mail By The Professional Assistant on Wednesday, February 20, 2008 Filed Under: Client Service , MS-Outlook E ditor’s note: This is a guest post by Patricia Robb of Laughing all the Way to Work: The Ultimate Secretarial Survival Blog. Who are you? Be Angry but Send not!

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Pass it on.

Laughing all the Way to Work

This is useful if you want to file the email and change the Subject line to something that better describes what the email is about or to put notes in the email. You can also attach a file from Word, Excel or PowerPoint or a business card from your Contacts if it is someone you need to remember to call and want that information available.