Computer Operator Duties

Employee Manual for [Type Company Name] [Type the year]

EFFECTIVE DATE:

REVISION DATE:

Purpose Make certain all staff understand the duties of the Computer Operator so they refer appropriate tasks to him or her.

Definitions Ph.D. Level: this is the highest level of training offered by BGM University® (the online tutorial and testing center provided by Bill Good Marketing®.)

Revision History Original by Bill Good

Policy The Computer Operator duties include: 1) Making certain all data is entered and updated according to the principles established in the BGM Tutorials, Employee Handbook, Glossary, and Help system. 2) Where the CO notices other staff making incorrect data entry, the CO must inform them of the correct procedures. If the incorrect procedures are not corrected, the CO must inform the FA so that consistent data entry can occur. 3) The Computer Operator ensures that he or she always follows the steps of the Computer Operator Daily task checklist as created by Bill Good Marketing but which may be amended by local policies. The CO Daily Task Checklist ensures that data is entered and updated in the correct sequence and that the various processes that must be run are in fact run. 4) The Computer Operator is solely responsible for following the backup policies as laid down in the Computer Operator Daily Task Checklist. The Computer Operator must understand that if a system crashes and the backup is not up to date that he or she is immediately looking for another job. This is the “drop dead” rule required by any company in the computer age.

© 2009 by Bill Good Marketing, Inc. Confidential DO NOT SHOW TO CLIENTS. Licensees of the Bill 1 Good Marketing System may revise this policy to suit local and broker/dealer requirements. Employee Manual for [Type Company Name] [Type the year]

5) The Computer Operator is expected to train up to Ph.D. level in BGM University. As new processes, training materials, help messages, etc., are released, he or she is expected to maintain his or her knowledge. 6) The CO is expected to give adequate notice to company management of any intent to seek other employment and to help us find and train a replacement. It is vital that there be continuity in the computer operations of your firm. 7) A Computer Operator is responsible for insuring that various user-defined fields are updated on the record update form to reflect the content of those fields as they exist in the computer. All of the record update forms are in Microsoft® Word. This means they can and should be modified to fit the processes and procedures of a given office. For instance, the form as it was issued to us has a place to check off a client’s or prospect’s “Interests.” Well, there may be other interests that we want. And, it is the responsibility of the Computer Operator to update the record update forms and issue new ones as such changes in the database are made. 8) The Computer Operator helps ensure consistency of data entry by providing current copies of the Database Usage Cheat Sheet (DUC) whenever contents of the user-defined fields change. 9) The Computer Operator must be well-trained enough to answer most questions of other members of the team. He or she should encourage all questions to be directed to him or her. For those questions he or she can not answer, contact must be made with the support groups at Bill Good Marketing.

Responsibilities All staff are responsible for understanding the Computer Operator Duties.