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l Frequency of submission
l Document requiring the report
l Specific office within the organization
or the unit outside the organization
requiring the report
l Specific office(s) that prepare(s) the
report
One copy of the list (usually a command
notice) should be maintained as a master by
the petty officer assigned to monitor reports
submissions.
List of Cancelled Reports
A list of all reports cancelled during the
period covered by the issuance should be
appended to each revised list of current
reports and quarterly supplements.
The
document that originally required the
cancelled report should also be listed.
An inventory of the reports (and forms)
case file should always be made, no matter
how efficiently the master list and case file
were kept current. This inventory should be
made before a new effective list of current
and cancelled reports is issued.
OVERDUE REPORTS
The most elaborate reports management
system that could be devised is only as good
as the actions taken to make sure reports are
submitted and received on time.
The
timeliness of reports can be achieved through
the use of a tickler system in which a Reports
Record Card, OPNAV 5214/5, on each report
is filed. However, if a report is late, the
purpose of the system and, perhaps, the report
itself is defeated.
Tickler System
The tickler system provides an index to
the required reports and shows the submission
date of each. The manner in which a tickler
file is made up may vary with each command.
It is suggested that you use 5-inch by 8-inch
cards with separators or tabs marked as
follows:
DAILY
WEEKLY January through December
MONTHLY
QUARTERLY
SEMIANNUALLY 1 through 31 for use with
current month
ANNUALLY
WHEN OCCURRING (SITUATIONAL)
The tabs or separators may be used as
needed to tailor the file to the activity. The
separators are generally placed in a 5-inch by
8-inch box (called the tickler box). The
Reports Record Card, OPNAV 5214/5, is then
filed behind the appropriate separator to
reflect the tickler date on which the report
should be submitted. The report tickler file
requires daily attention if it is to be an
effective aid.
In addition to being used as a reminder of
report dates, the tickler file may be used as a
reminder of action required for the following:
l Incoming mail, such as a reply that
may be required on an incoming letter
l Nonreceipt of a reply to an outgoing
letter from your command
An easier and more economical reminder
of action required on incoming mail is to
attach the third copy of the routing slip to the
mail. In the case of outgoing mail, filing a
copy of the correspondence itself in the
appropriate place in the tickler box serves as
a reminder of action required.
7-5
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