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Handbook for Professional Secretaries and Administrative Assistants [Relié]

De Vries


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Table des matières

Contents
Preface xii
Acknowledgments xvii

PART ONE: THE ELECTRONIC OFFICE 1
1. Office Responsibilities and Relationships 2
Assistants * Certified Professional Secretary(r) (CPS(r)) · Ethics · Etiquette · Firing · Gifts · Guest list · Hiring · Human resources · Illness and injury · Image · International Association of Administrative Professionals · Interviews · Layoff · Networking · Nonverbal communication · Office · Office management · Office politics · Office positions · Office relationships · Professional development · Project management · Promotion · Sexual harassment · Supervision · Teamwork · Telecommuting · Temporaries · Time management · Training assistants and coworkers · Visitors

2. Message Transmission and Delivery 35
Address · Analog transmission · Area codes · Broadcast · Cable · Cellular communication · Common carrier · Digital transmission · E-mail · E-mail communication · E-mail etiquette · Fax transmission · Federal Communications Commission (FCC) · Foreign exchange line · Incoming mail · Integrated Services Digital Network (ISDN) · International dialing codes · International time · Interoffice communication · Leased line · Local area network (LAN) · Mail record · Metropolitan area network (MAN) · Microwave communication · Network · Optical character recognition (OCR) · Outgoing mail · Paging · Polling · Private delivery services · Radio communication · Satellite communication · Telecommunications · Telemarketing · Telephone calls · Telephone etiquette · Telephone exchange · Telephone lists · Telephone services · Telephony · United States Postal Service · Voice mail · Voice mail etiquette · Wide area network (WAN) · Wireless communication

3. Information Management 71
Alphabetic filing system · Alphabetizing · Alphabetizing rules · ARMA International · Charge-out system · Chronological filing system · Color coding · Cross-reference · Document imaging · Document management system · Electronic filing system · File folders · File labels · Filename · Filing procedures · Follow-up system · Forms management · Full-text retrieval · Geographic filing system · Indexing · Keyword retrieval · Magnetic media storage · Metadata · Microforms · Micrographics · Numeric filing system · Optical media storage · Organizers · Records management · Records retention · Records security · Reports management · Subject filing system · Vital records

4. Conferences and Meetings 110
Adjourned meeting · Adjournment · Agenda · Annual meeting · Appointment · Audioconference · Called meeting · Call of directors' meeting · Call of stockholders' meeting · Committee · Computer conference · Conference · Conflict resolution · Consensus · Directors' meeting · Facilitator · Focus group · Incorporators' meeting · Index to minutes · Loaded conference · Meeting · Meeting file · Meetings held by proxy · Minutes · Minutes book or file · Motion · Notice of meeting · Parliamentary procedure · Presentations · Proxy · Proxy committee · Quorum · Regular meeting · Robert's Rules of Order · Room arrangement · Roundtable meeting · Scheduling · Seminar · Sine die · Special meeting · Staff meeting · Stockholders' meeting · Videoconference

5. Domestic and International Travel 147
Airline clubs · Air travel · American Society of Travel Agents (ASTA) · Automobile travel · Baggage · Customs · E-ticket · Expense report · Frequent flyer number · Health certificates and immunizations · Hotels · International driving permit · International English · International travel · Itinerary · Passport · Railroad travel · Smart card · Timetable · Tourist card · Translators and interpreters · Travel agency · Travel appointment schedule · Travel equipment and supplies · Traveler's checks · Travel etiquette · Traveling with an employer · Travel policy · Travel security · Visa

6. The Internet 171
Access · Bandwidth · Baud rate · Bit · Bookmark · Browser · Bulletin board system (BBS) · Byte · Channel · Chat room · Client · Client-server model · Cyberspace · Domain name · Domain name server (DNS) · Download · Emoticons · Encryption · Ethernet · Extranet · File Transfer Protocol (FTP) · Filter · Firewall · Flame · Freeware · Frequently asked questions (FAQs) · Gateway · Gopher · Hit · Home page · Host · Hyperlink · Hypermedia · Hypertext · Hypertext markup language (HTML) · Hypertext Transfer Protocol (HTTP) · Icon · Internet · Internet e-mail · Internet fax · Internet Protocol (IP) · Internet Relay Chat · Internet service provider (ISP) · Intranet · Intranet e-mail · Java · Keyword · Log off · Log on · Mailing list · Metasearch site · Modem · Navigation · Netiquette · Newsgroup · On-line service · Password · Plug-in · Point-to-Point Protocol (PPP) · Protocol · Search engine · Server · Shareware · Spamming · T-carrier · Telnet · Transmission Control Protocol (TCP) · Uniform Resource Locator (URL) · Upload · Usenet · Virus · Web site · Whois · Wide area information server (WAIS) · World Wide Web (WWW)

PART TWO: THE HOW-TO-SAY-IT(tm) STYLE GUIDE 201
7. Business English 202
Abbreviations · Ability, capacity · Adapt, adopt · Adjective · Adverb · Adverse, averse · Affect, effect · Agreement · All together, altogether · Among, between · Anglicized foreign words · Apostrophe (') · Appositive · A while, awhile · Barely, hardly, scarcely · Brackets [ ] · Can, may · Capital, capitol · Capitalization · Clause · Cliche · Collective noun · Colon (:) · Comma (,) · Compare, contrast · Complacent, complaisant · Compose, comprise · Compound term · Conjunction · Continual, continuous · Credible, creditable, credulous · Dash (-) · Depositary, depository · Diacritical marks · Diagonal (/) · Due to · Each · Eminent, imminent · Euphemism · Exclamation point (!) · Former · Future tense · Gerund · Good, well · Grammar · Guarantee, guaranty · Hyphen (-) · Idiom · Infinitive · Interjection · Jargon · Latter · Lay, lie · Noun · Oral, verbal · Parentheses ( ) · Participle · Parts of speech · Past tense · Period (.) · Phrase · Portmanteau word · Possessive · Practicable, practical · Predicate · Prefix · Present tense · Principal, principle · Pronoun · Punctuation · Question mark (?) · Quotation marks ('/', "/") · Reaction, reply, response · Redundancy · Semicolon (;) · Shall, will · Subject · Suffix · Tense · That, which · Verb · Verbal · Viable, workable · Voice · While · Who, whom · Word division

8. Correspondence 236
Acceptances · Acknowledgments · Address, forms of · Adjustments · Announcements · Apologies · Appointments · Appreciation messages · Attachments · Attention line · Bad-news messages · Body · Business cards · Collections · Commercial cards · Complaints · Complimentary close · Congratulations · Continuation page · Copy notation · Credit messages · Date · Delivery notation · Distribution list · Enclosure notation · Envelopes · Filename notation · Follow-ups · Format · Forms · Goodwill messages · Holiday wishes · Informational messages · Inside address · International messages · Introductions · Invitations · Letters · Memos · Personal or confidential notation · Postscript · Reference initials · Refusals · Reminders · Requests · Sales promotion messages · Salutation · Signature · Social­business letters · Stationery · Subject · Sympathy messages · Thank you's · Transmittals

9. Document Creation and Production 274
Appendix · Arabic numerals · Author-date citations · Back matter · Bibliography · Blueprint · Boldface · Caption · Chart · Copy · Copyediting · Copyright · Cropping · Cross-reference · Database · Default · Desktop publishing · E-book · Ellipsis points · Em dash · En dash · Endnotes · Extract · Footnotes · Foreword · Format · Front matter · Glossary · Graphics · Halftone · Headings · Illustrations · Index · Italics · Layout · Legend · Line art · Lowercase · Manuscript · Notes · Numbers · Offset printing · Page numbers · Page proofs · Pica · Point · Preface · Print-on-demand publishing · Proofreaders' marks · Quotation marks · Quoted material · Reference list · Report · Reproduction proof · Research · Roman numerals · Roman type · Running head · Stet · Stylebook · Subscript · Superscript · Table of contents · Tables · Template · Title page · Typeface · Typemarking · Typesetting · Uppercase · Widow · Word processing

PART THREE: Essential BUSINESS OPERATIONS 321

10. Management and Organization 322
Affiliated companies · Affirmative action · AFL­CIO · Agency · Alien corporation · Annual report · Arbitration · Board of directors · Budget · Business corporation · Bylaws · Capital · Capital stock · Capital structure · Cartel · CEO · Certificate of incorporation · CFO · Chairman of the board · Charitable corporation · Closed shop · Closely held corporation · Collections · Conditional sale · Conglomerate · Consignment · Consolidation · Consortium · Controller (comptroller) · Corporate entity · Corporate seal · Corporation · Corporation service company · Cumulative voting · De facto corporation · De jure corporation · Domestic corporation · Dummy incorporators · Dun & Bradstreet · E-commerce · Economy of scale · Equal-opportunity employer · Ergonomics · Executive committee · Featherbedding · Fiduciary · Finance committee · First-in, first-out (FIFO) · Foreign corporation · Franchise · General contractor · Goodwill · Holding company · Incorporators · Independent contractor · Installment sale · Interested director · Interlocking directorates · Inventory · Investment company · Job lot · Joint stock company · Joint venture · KISS · Last-in, first-out (LIFO) · Leasing · Limited liability company · Limited partnership · Liquidation · Lockout · Management by objectives (MBO) · Management guide · Management information system (MIS) · Markdown · Markup · Merchandising, retail · Merger · Merit rating · Moneyed corporation · Nonprofit corporation · Nonstock corporation · Officers of a corporation · Open shop · Parent corporation · Partnership · Patent · President · Professional corporation (PC) · Professional limited liability company (PLLC) · Promoters · Proprietorship, sole · Public corporation · Public utility corporation · Pyramiding · Quasipublic corporation · Records, corporate · Registered office · Reorganization · Reservation of corporate name · Resident agent · Secretary (corporate) · Seniority · Service mark · Silent partner · Sole practitioner · State of incorporation · Stock · Stock corporation · Stockholder · Subchapter S corporation · Subsidiary · Syndicate · Trademark · Transfer agent · Treasurer · Union shop · Vice president · Voting trust

11. Business Law 357
Acceleration clause · Acknowledgment · Administrative Procedures Act · Affidavit · American Digest System · American Jurisprudence · American Law Reports · Amicus curiae · Answer · Antitrust laws · Appeal · Assessment · Assignment · Attachment · Attestation · Bailment · Bankruptcy · Blue sky laws · Bonding · Boycott · Breach of contract · Breach of warranty · Brief · Bulk sales law · Caveat emptor · Certiorari · Chose in action · Citations to legal authorities · Class action · Commerce clause · Common law · Complaint · Consent decree · Constructive receipt · Contract · Cooling-off period · Corpus Juris · Courts · Covenants · Databases, legal · Default · Defendant · Derivative action · Disability benefit laws · Disaffirm · Discharge of contract · Docket · Eminent domain · Environmental laws · Estoppel · Execution · Fair employment practices · Federal Trade Commission (FTC) · Fraud · Garnishment · Guaranty · Holder in due course · Indemnification of directors and officers · Indemnity · Injunction · Interstate commerce, intrastate commerce · Interstate Commerce Commission (ICC) · Judgment · Jurat · Labor laws · Libel and slander · Lien · Liquidated damages · Model Business Corporation Act · Monopoly · Monopoly price · National Labor Relations Act (Wagner Act of 1935) · National Labor Relations Board (NLRB) · National Reporter System · Negotiable instrument · Nonnegotiable instrument · Notarize · Notary public · Novation · Official reports · Open-housing law · Option · Personal property · Piercing the corporate veil · Plaintiff · Power of attorney · Preemptive rights · Pricing practices · Principal · Protest · Quasi · Ratification · Regulation of business · Representative action · Right-to-know laws · Right-to-work laws · Sale · Seal · Service of process · Social Security Act · Statute of frauds · Statute of limitations · Statutory law · Stipulation · Subpoena · Summons · Testimonium clause · Tort · Trespass · Trust · Trust deed · Unfair employment practice · Uniform Commercial Code (UCC) · Uniform Partnership Act and Uniform Limited Partnership Act · United States court system · Usury · Void, voidable · Wage­Hour Law · Waiver · Warranty · Without recourse · Worker's compensation laws · Writ

12. Accounting and Taxes 401
Accounting · Accounting records · Accounts · Accounts payable · Accounts receivable · Accrual accounting · Accrued assets · Accrued expenses · Accrued income · Accrued liabilities · Adjusted gross income · Adjusting entries · Alternative minimum tax · Assessment · Assets · Audit · Auditor · Bad-debt losses · Balance sheet · Basis · Books of final entry · Books of original entry · Book value · Capital · Capital assets · Capital expenditures · Capital gain and loss · Capitalization · Capital stock · Cash · Cash account · Cash accounting · Cash disbursements journal · Cash journal · Cash receipts journal · Certified public accountant (CPA) · Chart of accounts · Closing entries · Control account · Cost accounting · Credits, tax · Current assets · Current liabilities · Current ratio · Debit and credit · Deductions/adjustments · Deferred-compensation agreement · Deficit · Depletion · Depreciation · Direct tax · Double-entry accounting · Equity capital · Estimated tax · Excise tax · Exclusion · Financial statement · Fiscal period · Fixed assets · Fixed costs · Footing · Franchise tax · Funded debt · Goodwill · Gross income · Gross revenue · Holding period for securities · Income · Income statement · Income tax · Individual retirement program · Information return · Intangible assets · Interest · Journal · Ledger · Liabilities · Merit rating · Natural business year · Net assets · Net income · Net working capital · Net worth · Notes payable · Notes receivable · Obsolescence · Operating expenses · Overhead · Owner's equity · Paid-in capital · Paid-up capital · Payroll · Payroll taxes · Petty cash · Posting · Prepaid expenses · Profit · Profit and loss · Property tax · Quick assets · Replacements · Retained earnings · Revenue · Sales and use tax · Self-employment tax · Social security tax · Spreadsheet · Stamp tax · State income tax · Statement of activities · Statement of cash flows · State unemployment insurance tax · Taxable income · Trial balance · Variable costs · Wasting asset · Withholding · Withholding deposits · Working capital · Working papers · Work sheet · Write-off

13. Investments and Finance 447
Amortization · Annuity · Assessment · At the opening · Bank note · Bank reserves · Basis point · Bears · Beta · Bid and asked prices · Big board · Blue chip stock · Bond · Bond discount and bond premium · Broad market · Broker · Bulls · Carrying charge · Certificate of deposit (CD) · Clearinghouse · Closing price · Commercial bank · Commission · Commodity · Commodity exchange · Commodity Exchange Act · Commodity Futures Trading Commission · Cost-plus pricing · Databases, financial · Day order · Debenture · Debt, partial payment of · Discount · Discount, cash · Discount rate, bank · Dishonor · Dividend · Earnest money or binder · Endorsement · Equity · Exchange-rate risk · Ex-dividend · Face value · Factor · Federal Deposit Insurance Corporation (FDIC) · Federal Reserve Act · Fidelity bond · Financial leverage · Float · Foreign exchange · Fractional share · GTC order · Hedging · Industrials · Interest · Interest-rate risk · LIBOR · Limit order · Listed securities · Long sale · Margin · Market order · Money market · Mutual fund · Note · Odd lot · Over-the-counter (OTC) market · Par value stock · Pledge · Point · Portfolio · Price­earnings ratio · Prime rate · Puts and calls · Qualified stock option · Qualifying shares · Redemption · Rediscount rate · Restricted stock option · Rights · Savings Association Insurance Fund · Secured loan · Securities and Exchange Commission (SEC) · Securities market · Securities record · Short sale · Sinking fund · Spot market · Spread · Stock · Stock certificate · Stock exchange · Stockholder · Stock index · Stock or bond power · Stock purchase warrant · Stock split · Stop-loss order · Straddle · Straight loan · Surety bond · Transfer of securities · Treasury notes, bills, and bonds · Underwriting · Unlisted securities · Wash sale · When issued · Yield

14. Insurance 489
Accident insurance · Actual cash value · Actuary · Adjuster · Agent · All-risk insurance · Appraisal · Assigned-risk plan · Assignment · Automobile insurance · Aviation insurance · Beneficiary · Binder · Blanket policy · Broker · Business-interruption insurance · Cash surrender value · Casualty insurance · Catastrophic insurance · Claim · Class rating · Coinsurance · Collision insurance · Comparative negligence · Comprehensive theft and fire insurance · Concealment · Contributory negligence · Conversion privilege · Credit life insurance · Deductible · Disability income insurance · Dividend · Double indemnity rider · Endorsement · Endowment insurance · Extended coverage endorsement · Face amount · Fire insurance · Fleet insurance · Floater policy · Garage insurance · Government insurance · Group insurance · Health insurance · Health maintenance organization (HMO) · Homeowner's insurance · Inland marine insurance · Insurable interest · Insurance, business · Insurance company · Insurance contract · Insurance records · Insured · Level premium · Liability insurance · Life insurance · Limited-payment insurance · Lloyd's · Loan insurance · Long-term care insurance · Marine insurance · Medicaid · Medicare · Merit rating · Mortality table · Mutual insurance company · Natural premium · Nonowned auto liability insurance · Nuclear-energy loss insurance · Ocean marine insurance · Open form insurance · Ordinary life insurance · Owners', landlords', and tenants' liability insurance · Paid-up life insurance policy · Participating and nonparticipating insurance · Pension plan · Preferred provider organization (PPO) · Premium · Reinsurance · Rent and rental-value insurance · Renter's insurance · Replacement-cost insurance · Retirement plan · Rider · Risk · Salvage · Self-insurance · Single-premium insurance · Subrogation · Supplemental insurance · Term life insurance · Title insurance · Underwriter · Underwriting · Unemployment insurance · Universal life insurance · Whole life insurance · Worker's compensation insurance

15. Real Estate 517
Abstract of title · Adverse possession · Agency · Air rights · Appraisal · Appurtenances · Assessed valuation · Beneficiary · Certificate of title · Cloud on the title · Commission · Community property · Computer loan origination · Condominium · Contract of exchange · Conveyance · Deed · Disclosure · Earnest money · Easement · Encumbrance · Equitable title · Escheat · Escrow · Estate · Estate in real property · Fee simple · Foreclosure · Freehold estate · Homestead · Joint tenancy · Land description · Lease · Leasehold * Lis pendens * Listing * Marketable title * Mortgage * Nonconforming use * On-line information * Parcel * Prepayment penalty * Property management * Purchase agreement * Real estate closing * Real estate records * Real property * Realtor(r) and Realtor Associate(r) · Recording · Refinancing · Rent · Right of survivorship · Riparian rights · Tenancy by the entirety · Tenancy in common · Title · Title company · Torrens system · Townhouse · Trust deed · Variance · Vendee · Vendor · Zoning · Zoning ordinance

PART FOUR: HELPFUL REFERENCE AIDS 543
Abbreviations 544
Common abbreviations · Information technology · Organizations · States · Academic degrees
Forms of Address 555
Business correspondence · U.S. government · Diplomatic services · United Nations · State and local governments · The armed forces: U.S. Army, Air Force, and Marine Corps · The armed forces: U.S. Navy and Coast Guard · Religion: Catholic faith · Religion: Jewish faith · Religion: Protestant faith · Colleges and universities
Foreign Currency 565
Currency names and symbols · Standardization of currencies · List of units and symbols
The Metric System 569
The metric system of weights and measures · Metric prefixes · Metric abbreviations · Metric conversion factors · Metric equivalents
Index 577

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