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OA SBA Jacquline

The document summarizes a school-based assessment project conducted by a student on the impact of the accounts office on the operations of a business. The student investigated Travellers Beach Resort by distributing questionnaires to accounts office employees, observing operations, and collecting business documents. The main findings were that the accounts office is crucial to maintaining financial records, payroll, and facilitating information between departments. It allows the business to channel finances in a way that increases profitability and service quality. The accounts clerks' duties are to maintain financial records and prepare checks and pay employees. Technology like computers and calculators help clerks perform their roles efficiently.

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Lisa B Arnold
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0% found this document useful (0 votes)
278 views

OA SBA Jacquline

The document summarizes a school-based assessment project conducted by a student on the impact of the accounts office on the operations of a business. The student investigated Travellers Beach Resort by distributing questionnaires to accounts office employees, observing operations, and collecting business documents. The main findings were that the accounts office is crucial to maintaining financial records, payroll, and facilitating information between departments. It allows the business to channel finances in a way that increases profitability and service quality. The accounts clerks' duties are to maintain financial records and prepare checks and pay employees. Technology like computers and calculators help clerks perform their roles efficiently.

Uploaded by

Lisa B Arnold
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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A SCHOOL BASED ASSESSMENT FOR CXC (GENERAL PROFICIENCY)

PRESENTED TO: THE BUSINESS EDUCATION DEPARTMENT LITTLE LONDON HIGH SCHOOL JAMAICA W.I

IN PARTIAL FULFILMENT FOR CERTIFICATION IN OFFICE ADMINISTRATION SUBMITTED BY: Jaque !"e Da e#

Ce"$%e N&: '((()* Tea+,e% Na-e: M.. F&%/e. Te%%!$&%#: Ja-a!+a

Acknowledgement

C%!$e%!a ' Title Page Aims and Objectives Functions Correspondence

0 3 4 5

C%!$e%!a 0 !et"odolog# Five 'uestions 'uestionnaire *c"edule o+ Activities ,egulations

1 $%& 1( 11%1) 13%14 15

C%!$e%!a 2 ,eport .usiness +orm O++ice e/uipment Appendi0 .ibliograp"#

') 1-%1& )( )1 ))%) )-

1 wis" to e0press m# sincere gratitude and regards to all t"ose w"o took time out o+ t"eir bus# sc"edule to assist me patientl# in completing m# *c"ool .ased Assessment2 Firstl# 1 must sa# t"anks to t"e Almig"t# 3od +or granting me t"e "ealt" and strengt" to complete t"e re/uirements o+ t"is project2 *pecial t"anks to !r2 4inston 4ellington5 t"e owner o+ Travellers .eac" ,esort5 +or assisting me in carr#ing out m# project and also to "is sincere and trustwort"# sta++ +or giving me necessar# in+ormation2 Finall#5 1 must not +orget m# !s2 62 Forbes5 m# subject teac"er and m# +amil# +or guiding me along t"e wa#2 *pecial t"anks to #ou all2

12 To understand t"e purpose o+ t"e Accounts o++ice2 )2 To ac/uire a wider knowledge o+ t"e operations o+ t"e Accounts o++ice2

12 To maintain t"e compan#7s accounting records +or statutor#5 regulator# and management purposes2 )2 ,esponsible +or t"e da#%to%da# +inancial transactions o+ t"e compan#2

Old 8ope 6ittle 6ondon P2O 4estmoreland2 9amaica2

October 1(5 )(112

T"e !anager Traveller7s .eac" ,esort :egril 4estmoreland

;ear !r 4ellington< !# name is 9a/ueline ;ale#2 1 am a Fi+t" +orm student at t"e 6ittle 6ondon 8ig" sc"ool2 At present 1 am completing a course in O++ice Administration w"ere 1 am re/uired to carr# out a *c"ool .ased Assessment w"ic" will go towards m# +inal C=C grade2 1 would like to ask #our permission to conduct m# investigation in #our business place2 T"e topic 1 "ave c"osen is >T"e 1mpact o+ t"e Accounts O++ice on t"e operations o+ t"e .usiness2 1 c"ose #our business place because t"e +ast and e++icient customer service and also #our "ospitalit#2 1n conducting t"is investigation 1 will need to interview a member o+ t"e management team5 "and out copies o+ a /uestionnaire to sta++ in t"e Accounts ;epartment and carr# out observation2 1 would also like to sit wit" a clerk as "e?s"e sort +inancial records2 1 ma# be contacted at 1@$- A 44 %)$& 2 Bours respect+ull#5 CCCCCCCCCCC 9a/ueline ;ale#2

T"e researc"er used t"e +ollowing instruments to gat"er data +or t"e stud#2

O/.e%3a$!&" 4ue.$!&""a!%e I"$e%"e$

O/.e%3a$!&" Observation allowed t"e researc"er to get a more detailed anal#sis o+ t"e 1mpact o+ t"e Accounts O++ice on t"e .usiness2 T"is aided t"e researc"er on making notes t"at would contribute to t"e project2 T"e observation was conducted during working "ours2

4ue.$!&""a!%e *even @-A 'uestionnaires were distributed to t"e emplo#ees o+ t"e Accounts department2 T"e# were given +ive @5A da#s to complete t"e /uestions2 Dmplo#ees were o++ered assistance5 b# t"e researc"er5 in order to e0pound on an# /uestion t"e# encountered problems?di++icult# wit"2 T"e /uestionnaires were used as t"e# allowed t"e researc"er to collect a large volume o+ data in a s"ort period o+ time2

I"$e%"e$ To source additional in+ormation +or t"is project t"e internet was used2 4ebsites suc" as 3oogle5 Ask2com were accessed5 w"ic" gave t"e researc"er t"e in+ormation re/uired to complete t"is project2 T"e internet was c"osen because it contains a lot o+ "elp+ul in+ormation2

12 ;id #ou receive special training to carr# out t"is jobE )2 ;o #ou use an# +orm o+ tec"nolog# to "elp #ou to per+orm #our jobE

32 ;o #ou believe t"at t"e s#stem?s used b# t"e business place to carr# out its +unctions increase productivit#E 42 ;o #ou +eel t"at t"e wa# in w"ic" #ou per+orm #our tasks make #ou an e++icient workerE 52 Are t"e procedures used b# t"e business place cost e++ectiveE

1nstruction< please answer t"e +ollowing /uestions b# placing a tick @A in t"e bo0 or b# writing brie+ notes on t"e lines provided2 3ender Age !ale 1$%)5 #rs Female ) %35 #rs 3 %45 #rs

12 4"at position do #ou "old in t"is compan#E CCCCCCCCCCCCCCCCCCCC )2 ;id #ou receive an# special training +or t"e jobE Bes :o

32 1+ #es5 to /uestion no) w"ere did #ou obtain #our trainingE An institution On t"e job Ot"er5 state CCCCCCCCCCCCCCCCCC 42 ;o #ou use an# mac"ine?e/uipment to "elp #ou to carr# out #our job +unctionsE Bes :o

52 1+ #es to /uestion no 4 tick t"e mac"ines?e/uipment #ou use2 P"otocopier Facsimile Telep"one Computer Printer Ot"er?s state CCCCCCCCCCCCCCCCCCCC

2 Are #ou able to carr# out assigned tasks on timeE Bes :o -2 ;oes t"e Accounts O++ice improve or "inder production in t"e organiFationE CCCCCCCCCCCCCCCC $2 4"at is t"e main dut#?responsibilit# o+ t"e clerk in t"e accounts o++iceE CCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCC

Da$e Se5$e-/e% 67 0(''.

A+$!3!$!e. A topic was c"osen b# t"e researc"er and two o+ its +unctions were listed2

O+$&/e% '07 0(''.

O+$&/e% 027 0(''.

N&3e-/e% ''7 0(''. N&3e-/e% 087 0(''.

T"e researc"er wrote a permission letter to t"e !anager o+ Traveller7s .eac" ,esort2 T"e researc"er made corrections to t"e permission letter5 t#ped and printed it2 T"e researc"er wrote t"e !et"odolog# in +ull details2 T"e researc"er gat"ered t"e +ive /uestions re/uired and /uestions +or t"e data gat"ering instrument2 T"e researc"er went to t"e business place to "and out t"e /uestionnaire to members o+ t"e Accounts ;epartment2 T"e researc"er wrote a report about t"e project2 T"e researc"er collected business documents +rom Traveller7s .eac" ,esort to include into t"e project2 T"e researc"er went back +or a +inal observation and anal#sis2

C&--e"$. T"e researc"er gave t"e topic to t"e subject teac"er +or corrections2 C"oosing was /uite di++icult and con+using as t"ere were so man# topics to c"oose +rom2 T"e researc"er "anded t"e letter to t"e subject teac"er +or corrections to be done2 T"e letter was "anded to t"e !anager o+ t"e business2 T"e researc"er gave t"e subject teac"er +or corrections2 T"e researc"er made up /uestionnaire /uestions +rom t"e +ive /uestions and s"owed t"em to t"e subject teac"er w"o made corrections to t"em2 A +ew persons did not take an#5 t"e# ignored it2

Ja"ua%# 17 0('0.

Ja"ua%# 097 0('0. Fe/%ua%# ''7 0('0.

T"e problems +aced in t"e project were "ig"lig"ted2 T"e researc"er properl# signed eac" business +orm to be included in t"e project2 9ottings were made in a little notebook2

Fe/%ua%# 017 0('0

Ma%+, )7 0('0

T"e researc"er t#ped and printed t"e +inal dra+t o+ t"e *2.2A

T"e +inal dra+t o+ t"e project was "anded to t"e subject teac"er5 w"o marked and graded it2

La: ;&3e%"!"; $,e +&-5a"# One government regulation t"at t"e compan# observes is t"e >8ealt" and *a+et#G act2 T"is act was given to t"e compan# on !arc" 3 )((1 and "as been ad"ered to ever since2 Hea $, a"< .a=e$# P%a+$!+e :o smoking is allowed in t"e organiFation2 S$a== %u e ;!3e" $& $,e %e.ea%+,e% 4"en visiting t"e compan# t"e researc"er s"ould carr# t"e sc"ool identi+ication card2

T"e organisation researc"ed was Travellers .eac" ,esort w"ic" is a partners"ip business2 T"e business was commenced on 9une 135 )(((2 T"e organisation is located in :egril on t"e beac" road in 4estmoreland2 As in all large "otel industries5 t"is organisation "as an Accounts O++ice in order to maintain t"e compan#7s dail# +inancial records2 T"e Accounts O++ice is an open%plan one5 w"ic" is most convenient as t"ere are /uite a +ew clerks on sta++2 T"e researc"er was intrigued b# curiosit# to +ind out >T"e 1mpact o+ t"e Accounts O++ice on t"e operations o+ t"e .usinessG2 T"ere were several investigative measures done b# t"e researc"er as t"is in+ormation would "elp in becoming a success+ul Accountant in t"e near +uture2 T"e main +unction o+ t"e Accounts O++ice is to c"annel t"e +inances o+ t"e compan# in a direction t"at will increase pro+itabilit# and raise t"e standard o+ service provided2 1n t"e Accounts O++ice #ou "ave t"e Accounts clerk w"o is responsible +or pa#roll records including t"e calculation o+ wages and salaries and deductions suc" as :ational 1nsurance *ervice @:1*A and Pa# as #ou earn @PABDA +or eac" emplo#ee so

t"e# can be paid5 also t"e accounts clerk is responsible +or t"e preparation o+ c"e/ues5 writing up t"e cas" book5 liaising wit" ot"er departments i2e2 deal wit" /ueries or +acilitate an# in+ormation needed b# ot"er departments2 To "elp t"e accounts clerk to conduct all "is duties certain mac"ineries were used suc" as Computer5 Telep"one5 Dlectronic calculator5 P"oto cop#ing mac"ine and a +ew more2 T"e computer was used to store all sorts o+ data and important in+ormation on t"e e0penditures o+ t"e compan# and +or t"e t#ping o+ pa#roll +or members o+ sta++2 T"e telep"one was used to +inalise business deals t"at incur e0pense to t"e business5 to con+irm t"e prices o+ goods t"at were alread# agreed upon2 T"e telep"one also "elps to carr# across in+ormation urgentl# and accuratel#2 T"e ne0t e/uipment was t"e Dlectronic Calculator w"ic" was used to calculate +inancial statements suc" as sta++ salar# due to t"e income o+ t"e compan#2 T"e researc"er conducted a surve# to +ind out t"e /uestion >;id #ou receive an# special training +or t"is jobEG t"e grap" below re+lects t"e answer to t"e /uestion2

P!e +,a%$ ! u.$%a$!"; > ?D!< #&u %e+e!3e a"# .5e+!a $%a!"!"; =&% $,!. @&/AB

Figure1< Pie c"art1 1n accomplis"ment o+ t"is project t"e researc"er +ound out t"at t"e accounts o++ice "as greatl# impacted on t"e operations o+ Travellers .eac" ,esort to an e0tent t"at wit"out suc" an o++ice5 most organisations like Travellers .eac" ,esort would "ave +inancial problems and also would not "ave lasted as long as it "as been in t"e "otel industr# because t"e +inances o+ t"e compan# would not "ave been c"annelled in a wa# t"at would increase pro+it and raise t"e standard o+ service provided2 Alt"oug" t"e researc"er was success+ul in gat"ering in+ormation to +inis" t"e project5 s"e also encountered a +ew problems2 One major problem +aced b# t"e researc"er was t"at w"en t"e researc"er went to t"e business place a+ter sc"ool at 3o7 clock "e was out conducting business deals wit" ot"er businesses or providing a sc"ool wit" librar# books because t"e compan# "as a ver# large librar# and !r2 4ellington

donates so o+ t"e books to sc"ools and also computers too2 To solve t"is problem t"e researc"er got permission +rom t"e +orm teac"er !rs2 Ta#lor .rown and !r2 Dllis and t"e Principal !s2 *#lvia ,icketts to leave t"e sc"ool compound during lunc" time so t"at t"e researc"er could get to interview !r2 4ellington2

Da$e O+$&/e% '07 0(''.

Na-e Credit :ote

Pu%5&.e ,educing t"e debts t"at t"e bu#er owes to t"e seller2 For e0ample errors in c"arging +or transportation2 Hsed to send to a purc"aser b# t"e supplier to in+orm t"em t"at t"e goods are read# +or deliver#2

N&3e-/e% 017 0(''

1nvoice

Pictures o+ t"ese +orms can be seen in t"e Appendi02

Da$e O+$&/e% 027 0(''.

Equ!5-e"$ U.e< Computer

N&3e-/e% '27 0(''.

Telep"one

Ja"ua%# ''7 0('0.

Adding and billing mac"ine

Pu%5&.e &= equ!5-e"$ Hsed to t#pe and print in+ormation about customers and emplo#ees2 To contact customer and also to contact ot"er businesses to +inalise deals2 !emor# to provide +or t"e storage o+ data +or +uture re+erence w"en making calculations2

Su!$a/! !$# =&% Ta.C 1t is able to store a large amount o+ data2 T"e use o+ t"e telep"one was /uick and e++icient2 1t produces a "ard cop# or printed proo+ o+ t"e accurac# o+ calculations w"ic" can be used +or c"ecking2

Pictures o+ t"e e/uipments can be seen in t"e Appendi02

Computer

Telep"one

Adding and billing mac"ine

O++ice Administration 6ist o+ 1n+ormation *ources

'. F&% 5e%.&" !.$: Da$e O+$&/e% '87 0('(. Ja"ua%# 17 0(''. P a+e I"$e%3!e:e< Travellers .eac" ,esort Travellers .eac" ,esort J&/ $!$ e !anager Accountant

0. Pu/ !+a$!&" !.$: *2 Finisterre5 62 Pa#ne5 92 ,eid2 6ongman O++ice Administration +or C=C2 2. I"$e%"e$ .!$e. !.$: ;u++rin5 D2 @1&& 5 *eptA2 Direct instruction making waves2 ,etrieved !a# 55 )(( 5 +rom "ttp<??www2catal#st%c"icago2org2arc"?(&%& ?(& main2"tm2

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