Office Practice N5 | Module 1 Organization

MODULE 1

1 The organisational structure

1.1

1.1.1 After completing this outcome you will be able to:
  • identify and name the departments of a medium to large organisation
  • explain the function of each department
  • understand the influence of different departments on one another
  • understand the effect of each department on the organisation as a whole
  • understand the importance of teamwork and co-operation for efficient functioning

Introduction

An organisational structure explains how an organisation is arranged so that work can be done in an orderly and effective way. It shows how roles, power, and responsibilities are delegated, controlled, and co-ordinated. It also influences how information moves between different levels of management and between departments. In Office Practice, this topic is important because it lays the foundation for understanding reporting lines, departmental duties, communication flow, and teamwork.

The structure chosen by an organisation depends on its objectives and on the strategy it follows to achieve those objectives. A business with tight control from senior management may adopt a more centralised structure, while a business that gives departments more decision-making power may use a decentralised structure. Learners should retain these terms because they are often examined directly or indirectly in questions on management and organisational hierarchy.

An organisational chart or organigram is used to illustrate the structure of an organisation.

In a centralised structure, decision-making power is concentrated at the top level of management, and strict control is exercised over departments and divisions. In a decentralised structure, decision-making power is distributed more widely, and departments or divisions have varying degrees of autonomy. These terms matter because they describe how authority is shared inside the organisation.

Definition

An organisational structure is the framework, usually hierarchical, within which an organisation arranges its lines of authority and communication and allocates rights and duties.

An organisational structure is therefore more than a diagram. It is the system that helps the organisation divide work, assign responsibility, establish supervision, and support efficient communication. When the structure is clear, employees know what is expected of them, who they report to, and how their work contributes to the business as a whole.

Departments and their functions

Before an organisation can be structured properly, its main functions must first be analysed, specified, and allocated. This is where the principles of specialisation of functions and division of labour become important. These principles explain why duties are grouped into departments instead of being handled randomly by everyone.

Functions that must be analysed, specified and allocated before an organisation can be structured include:

  • purchasing stock
  • displaying products
  • advertising products
  • selling products
  • packaging products
  • delivering products
  • corresponding with suppliers
  • corresponding with clients
  • accounting
  • payments
  • receiving money

In exam answers, words such as authority, communication, rights and duties, specialisation of functions, division of labour, centralised, and decentralised are high-value terms and should be used where relevant.

1.1.2 The main departments and their functions

According to the principles of specialisation of functions and division of labour, a retailing business may be arranged into several departments, each with a specific function. Although each department has its own duties, no department works in isolation. All departments contribute to the organisation as a whole.

The manager

The manager is responsible for the efficient operation of the business. One of the manager’s most important duties is making effective decisions. A manager must ensure that the organisation functions according to plan, that staff members know what to do, and that work is completed to standard and on time.

The duties of the manager include:

  • planning by deciding what must be done and setting goals so that deadlines can be met
  • organising by deciding how work must be done and who must do it according to the organisational structure
  • leading by giving instructions on how and when tasks must be carried out
  • controlling by determining whether deadlines and standards have been met
  • co-ordinating personnel so that duties are completed efficiently
  • motivating personnel to perform effectively
  • communicating effectively with personnel and the public
  • disciplining staff when necessary
  • delegating work so that the workload remains manageable
  • managers report to the owners or the board of directors
  • heads of department report to managers

The success of a business depends greatly on the manager’s ability to organise, communicate, motivate, discipline, and delegate effectively.

General office

The general office is a key administrative department. It is often headed by a management assistant or supervisor. This department supports communication and document control in the organisation.

Its main functions include:

  • dealing with all correspondence
  • recording all incoming documents
  • recording all outgoing documents
  • supporting the flow of information through the organisation
  • maintaining routine administrative control

Staff in this department may include:

  • data processors
  • data-capturers
  • filing clerks
  • postal clerks
  • switchboard operators

Accounting department

The accounting department keeps close watch over the financial processes of the company. It provides financial control and helps the organisation monitor its financial position and performance.

Its functions include:

  • checking financial accounts
  • keeping financial accounts
  • gathering financial statistics
  • analysing business results
  • monitoring financial processes

Staff in this department may include:

  • ledger clerks
  • credit clerks
  • invoice clerks
  • data clerks

Cashiers department

The cashiers department usually falls under the accounts department and is managed by a cashier. It deals with daily financial and cash matters, which makes accuracy and proper recording essential.

Its functions include:

  • paying accounts
  • collecting fees
  • handling bank cash deposits
  • issuing and recording receipts
  • keeping cash book records
  • managing day-to-day cash matters

Staff linked to this department may include:

  • shop assistants
  • income clerks
  • expenditure clerks

Buying department

The buying department manages all purchases made by the firm. It works with the sales manager to determine requirements, because the sales side of the business is aware of market demand and consumer preferences.

Its functions include:

  • managing all purchases made by the firm
  • consulting with the sales manager to determine requirements
  • buying goods needed by the business
  • accepting responsibility for the goods purchased
  • preparing or initiating orders for stock
  • helping determine the total cost and selling price of products

Important role players in this process include:

  • the buyer, who accepts responsibility for the goods purchased
  • the order clerk, who prepares the order to purchase stock
  • the price clerk, who calculates the total cost and selling price of products

Sales department

The function of the sales department is to exhibit and sell stock in the retail area, such as the shop floor or showroom. This department has a direct effect on customer service, income generation, and the public image of the business.

Its functions include:

  • exhibiting stock in the retail area
  • selling stock
  • serving customers
  • supporting product promotion and presentation
  • contributing to the success of the business

Factors that influence the success of this department include:

  • the general appearance of the retail area
  • the display of products
  • the variety of products on offer
  • good customer service
  • competitive prices

Staff in this department may include:

  • sales clerks
  • window dressers
  • a promotions expert

Warehouse

In large organisations, not all stock can be stored in the retail area. The bulk of the stock is therefore kept in the warehouse, from where it is issued and distributed to the sales department as required.

Its functions include:

  • storing bulk stock
  • keeping stock that cannot be stored in the retail area
  • issuing stock to the sales department
  • distributing stock as required

Warehouses are often located where:

  • rent is lower
  • larger storage space is available
  • expensive retail space can be reserved for selling activities

Packaging and delivery department

The packaging and delivery department is a subdivision of the sales department and is usually headed by a transport manager or supervisor. Its role is to manage the packing and delivery of products so that goods reach customers properly and on time.

Its functions include:

  • managing the packing of products
  • managing the delivery of products
  • supporting the movement of goods to customers
  • ensuring that sold goods reach the correct destination

Staff in this department may include:

  • vehicle drivers
  • messengers
  • packing assistants
1.1.3 Departmental teamwork and co-operation

Teamwork means team members from different departments working together on a specific project or task. In a business environment, teamwork is not optional. It is necessary because departments depend on one another for the smooth flow of work. Even though each department has specific duties, those duties must connect without interruption if the organisation is to function efficiently.

The main purpose of an organisation is usually to buy or sell products or to offer a service to the public. An organisation begins as a group of people working together toward a common goal. To reach that goal, an organisational structure is established so that roles can be grouped according to seniority and function. This arrangement helps staff members understand both their own duties and how their work supports others.

Although each department has specific duties, work must flow from one department to another without interruption.

Good teamwork does not happen by accident. It develops when employees understand the goals of the company, accept shared responsibility, and support one another when needed. The culture of the organisation also plays an important role. Where teamwork is valued, recognised, and rewarded, co-operation becomes part of the normal way of working.

How to achieve good teamwork:

  • build a shared understanding of the goals of the company
  • recruit people who have the ability and willingness to work in a team
  • emphasise teamwork during the induction process
  • expect staff members to help one another when required
  • recognise and reward good teamwork
  • make teamwork part of the culture of the organisation
  • nurture co-operation carefully over time

Benefits of teamwork and co-operation include:

  • employees feel valued
  • productivity improves
  • profits increase
  • staff accept responsibility more readily when their opinions are considered
  • absenteeism is reduced
  • work apathy is reduced
  • customers experience improved service levels
  • tension among staff is reduced
  • employee abilities are enhanced
  • individual and business success are strengthened

Teamwork and co-operation help departments function as one unit instead of as separate parts competing with one another.

1.2 Basic hierarchical structures

Most businesses are structured so that separate departments handle separate duties. Every employee should know what their responsibilities are and who their supervisor is.

A business cannot function properly if duties are unclear or if employees do not know who gives instructions and who takes responsibility. A hierarchical structure creates order by showing levels of authority, lines of communication, and reporting relationships. In Office Practice, this topic is important because it explains how responsibility is arranged from top management down to lower levels of staff.

1.2.1 The size of the organisation

The size of the organisation affects its structure. Small businesses usually have fewer employees, fewer departments, and less separation of duties. Larger organisations have more employees, more departments, and a more specialised structure.

In a small business, one employee may perform several duties. This often means the work is broader, less routine, and sometimes more interesting or challenging. In a larger organisation, duties are divided among separate departments, and each department may have its own office or section. This leads to greater specialisation and a narrower range of duties for each employee.

Important points to remember:

  • small organisations usually have fewer employees
  • large organisations usually have more employees
  • employees in smaller businesses often carry more responsibilities
  • employees in larger organisations usually perform more specialised duties
  • larger organisations allocate administrative tasks to relevant departments
  • each department in a large organisation may have its own office or section

As the organisation grows, duties become more specialised and the organisational structure becomes more complex.

1.2.2 The hierarchical structure

A hierarchical structure shows how authority and responsibility are arranged in the organisation. Management determines the formal internal communication of the organisation when tasks, duties, responsibilities, and authority are assigned to specific individuals or groups. Management also formalises the relationships between individuals and groups so that everyone understands the chain of command.

The organigram or organisational chart is the logical structure, or organisational hierarchy, of an organisation shown in diagram form.

This means the structure is not only about job titles. It also shows who may give instructions, who must report to whom, and how decisions move through the business. A hierarchy helps prevent confusion, overlap, and weak control.

Key points:

  • tasks are assigned to specific individuals or groups
  • duties are allocated clearly
  • responsibilities are defined
  • authority is attached to particular positions
  • relationships between individuals and groups are formalised
  • formal internal communication follows the hierarchy

No organisational structure remains unchanged forever. As an organisation develops, its structure also develops. The pyramid of junior staff, middle management, senior management, the CEO, and the Board of Directors becomes more complex over time.

The three most basic hierarchical structures are:

  • line organisation
  • line and staff organisation
  • functional organisation

No organisational structure is static. It reflects what the organisation is, what it was, and what it aims to become.

1.2.3 Line and staff authority

In both line authority and line and staff authority, there is usually one clear person who gives instructions to subordinates. This is important because authority for giving instructions is clearly defined, which reduces confusion.

With line authority, instructions move down the line of command from superior to subordinate. With line and staff authority, the line structure still exists, but specialist staff members may advise or support line managers without replacing their authority.

Important points:

  • authority must be clearly defined
  • subordinates should know exactly who may instruct them
  • a clear chain of command reduces confusion
  • line authority follows direct reporting lines
  • line and staff authority includes specialist advice and support

Where authority is clearly defined, there is less confusion and fewer conflicting instructions.

1.2.4 Horizontal and vertical functions

In any organisation, information flows in different directions. It moves upwards, downwards, and sideways through the hierarchy. This flow of information is essential for co-ordination, decision-making, and control.

Information flows from the boardroom to the shop floor and from one department to another.

Job description

When a new employee receives a job description or working manual, it explains the extent and boundaries of the position. This is important because it prevents overlap and duplication of duties, which can cause unnecessary tension and friction in the workplace.

A job description also shows the lines of authority within the organisation. It helps the employee know:

  • what the position includes
  • what the limits of the position are
  • who the immediate superior or supervisor is
  • how work may be delegated
  • what responsibilities belong to the post

A clear job description helps employees understand their duties, limits, and reporting lines.

Vertical function

Vertical function describes the principal channel used to route policy, decisions, and instructions from top management downwards to personnel at the various levels.

A vertical function refers to communication moving up and down the hierarchy. Policy usually starts with the Board of Directors, and the CEO carries out the Board’s decisions. The CEO passes those decisions to heads of department, who then give instructions to staff at the next level.

Communication does not only move downward. Ideas, proposals, criticism, and enquiries may also move upward from lower levels to top management. However, there is usually more information flowing from the top downward than from the bottom upward.

Important points about vertical function:

  • policy originates with the board
  • the CEO executes the board’s decisions
  • heads of department pass instructions to lower levels
  • information can also move upward from lower levels
  • upward communication may include ideas, proposals, criticism, and enquiries
  • downward communication is usually greater than upward communication

Horizontal function

Horizontal function refers to communication between people at the same or similar levels within the organisation.

A horizontal function refers to communication across the organisation between departments or between employees at the same level. This type of communication is important because departments often depend on one another. Work in one department may overlap with work in another, so staff must share information and co-operate to keep operations running smoothly.

For example, the production manager needs information about how many products are being sold and how the public has responded to the product. The marketing manager can provide this information. The financial manager may then use that information to analyse profits, and the personnel manager may use it to plan staffing requirements.

Important points about horizontal function:

  • it involves communication at the same or similar level
  • it supports co-operation between departments
  • it helps one department obtain information from another
  • it is necessary where work overlaps
  • it improves co-ordination across the organisation

Horizontal communication keeps departments connected. Vertical communication keeps authority and decisions moving through the hierarchy.

The management assistant’s office

After completing this outcome you will be able to:
  • describe the ideal location, general appearance, and décor of the management assistant’s office
  • evaluate whether an office is suitably located
  • plan an effective office layout and manage the workstation
  • apply general guidelines for the efficient running of a workstation

The management assistant works within a network of communication, movement, and daily office activity. Because of that, the position of the office and the conditions under which work is done have a direct effect on efficiency. A poorly located or poorly arranged office can interrupt communication, weaken workflow, and reduce professional performance. A well-planned office, by contrast, supports smooth movement of people, information, and documents while also creating a professional image.

The office of the management assistant should support communication, efficiency, privacy, and a professional image at the same time.

1.1 Location, general appearance and décor

1.1.1 Location

The location of the management assistant’s office must make daily office work easier, not harder. Since visitors, staff, documents, and enquiries often move through this point, the office should be positioned where it can support access, communication, and order. The best location is one that improves workflow, reduces confusion, and makes the office easy to use in practice.

1.1.2 Guidelines for the best location for the office of the management assistant

  • visitors should be able to find the office without difficulty
  • easy access is essential, so the office should be conveniently placed
  • the office should be close enough to the entrance to avoid unnecessary movement through the building
  • clear signs such as Reception or Information should indicate the office
  • the area should be free from loud noise or disruptive machinery
  • the office should not be positioned too far from an exit
  • people and documents should move in the same direction to improve workflow
  • staff members who communicate regularly should be positioned in the same area
  • a degree of privacy and discretion should be built into the office
  • partitions or carefully placed plants can help protect privacy

Good office location improves workflow, saves time, and supports professional service.

Definition

Workflow is the movement of documents, information, or tasks from one employee to another for action according to a set of rules.

General appearance of a workstation

The general appearance of the workstation affects both productivity and image. A workstation that looks neat, ordered, and well-managed creates confidence and supports concentration. A cluttered or poorly arranged office, on the other hand, can weaken efficiency and create a negative impression.

To maintain a professional workstation:

  • the workstation should always look efficient and organised
  • the desk and furniture should be arranged so that the person working there can see who enters and leaves
  • one consistent style of furniture should be used to avoid a jumbled appearance
  • a single colour scheme should be maintained
  • light or neutral colours are usually better than busy patterns
  • ergonomically designed furniture should be used to reduce physical and psychological strain
  • the workstation should remain neat and clean at all times
  • piles of paper should not be left on the desk
  • dirty cups, glasses, or mugs should not be left around
  • only a clean water bottle and glass should remain on the desk
  • dust should be removed regularly
  • computers, printers, and photocopy machines should be cleaned with anti-static products
  • decorations should add professionalism and tranquillity
  • a nameplate may be placed on the desk or office door

A neat workstation strengthens the professional image of the office and improves effectiveness.

Definition

Ergonomics is the study of working conditions, especially the design of furniture and equipment, so that people can work more efficiently.

Correct lighting, sound, temperature control, working space, and privacy all contribute to the professional appearance of the office. These factors also affect comfort, concentration, and daily performance, which means they are part of good office management and not just decoration.

1.1.3 Décor

The décor of the workstation should create a calm, professional, and effective atmosphere. Décor is not simply about making the office attractive. It should also support comfort, concentration, and the image that the organisation wishes to project. Every decorative choice should therefore be practical as well as tasteful.

Important aspects of décor include:

  • colour should help create a calm and relaxed environment
  • lighter or pastel shades of the company colours may be used
  • where more than one colour is used, shades of the main colour should still correspond
  • lighter colours can make a small room appear bigger
  • darker colours can make a room appear smaller
  • wall decorations such as prints, paintings, or photographs should match the existing style
  • framed displays of the company’s activities and achievements may strengthen the office image
  • quality should be preferred over quantity when choosing decorations
  • plants should be healthy, well maintained, and correctly placed
  • plants can improve privacy, but they should never clutter the office
  • the furniture, curtains, walls, partitions, and carpets should follow a matching colour scheme
  • furniture should emphasise quality, comfort, and style
  • curtains and blinds should correspond with the carpets and furniture
  • curtains should be kept clean and properly maintained
  • blinds can create a more professional appearance
  • carpets should be chosen with traffic flow, cleaning, and static electricity in mind
  • slightly patterned carpets on darker backgrounds can hide dirt better
  • tiles should be slightly rough and non-slip rather than polished
  • carpets may be better than tiles in a cold room that is not used often
  • background music should be soft enough to be heard without becoming disturbing
  • music can help create calm and reduce mental tiredness
  • the tempo of music should suit the time of day

The interior design of the workstation must project a calm, professional, and effective atmosphere.

Useful colour guidance includes:

  • cooler shades such as blue, green, purple, or grey can help cool a room that faces the sun
  • warmer shades such as yellow, orange, or touches of red can improve a room with less natural light
  • dark colours can reduce the feeling of space in a large room
  • lighter colours can create the illusion of more space

Nature can also improve the office environment. A view outside, leafy plants, a water feature, or soft background music can make the office feel more pleasant and can improve the sensory quality of the space. These elements can contribute positively to comfort and productivity.

Productivity is often improved when elements of nature are introduced into the office environment.

1.3 Critical evaluation of an office

A management assistant should not only know what an effective office looks like in theory. The assistant must also be able to critically evaluate whether a real office supports good workflow, professionalism, comfort, and productivity. This means looking carefully at the location, general appearance, décor, and practical arrangement of the workstation, then judging whether improvements are needed.

A critical evaluation does not only describe the office. It measures the office against clear standards and identifies strengths, weaknesses, and areas for improvement.

When evaluating an office, the aim is to determine whether the workstation supports efficient work, creates the right image, and provides a suitable environment for staff and visitors. The evaluation should be based on observation, comparison with accepted guidelines, and practical recommendations.

Important areas to evaluate include:

  • how easy the office is to find
  • whether the office is easily accessible
  • whether noise levels interfere with work
  • whether the office allows a degree of privacy and discretion
  • whether the furniture arrangement supports smooth workflow
  • whether the workstation appears neat, professional, and efficient
  • whether the décor creates a calm and suitable office atmosphere
  • whether lighting, ventilation, and space are used effectively
  • whether the office layout reduces interruptions and unnecessary movement

1.3 Layout and workstation management

The layout of a workstation affects how efficiently work is done. A good office layout supports movement, communication, access to equipment, and productive use of space. A poor layout, on the other hand, can create frustration, interruptions, congestion, and reduced productivity. For this reason, workstation management includes careful planning of the space, equipment, furniture, and movement patterns inside the office.

A carefully planned office layout helps the organisation use space well and improve productivity.

1.3.1 Layout of a workstation

The layout of a workstation should make it easier for staff to work, communicate, and move around without difficulty. Space should be arranged to support office functions rather than create obstacles. Layout decisions must take into account lighting, ventilation, access to equipment, power supply, and the relationship between departments or employees who work closely together.

Guidelines for the layout of a workstation include:

  • one larger working area can make better use of lighting, ventilation, and communication than many small offices
  • departments that work closely together should be located near one another
  • the reception area should be placed so that employees are not constantly disturbed by visitors looking for the management assistant
  • the workstation or reception should be positioned separately from areas such as notice boards, photocopiers, or vending machines
  • desks should be arranged to make the best use of natural light and airflow
  • enough power points and suitable wiring should be provided
  • partitions should not reduce good lighting or ventilation
  • employees should not sit facing directly into the sun while working

Layout should support communication and efficiency without increasing interruptions.

A well-planned layout improves the use of space and supports better performance. A badly designed office layout can cause employees to become bored, frustrated, or disinterested, and this may eventually reduce productivity and profits.

Steps in planning the layout of the office

Planning an office layout requires more than simply placing desks where they fit. The space must be measured properly and arranged according to the way work is actually done. Good planning reduces wasted space and supports good ergonomics.

Steps in planning the office layout include:

  • measure the work area carefully because rooms may appear larger or smaller than they really are
  • measure office furniture and large items such as filing cabinets before placing them
  • identify the main working areas as well as the position of light sources, power points, and telephone connections
  • separate primary work areas from communal kitchens or break rooms where socialising may reduce productivity
  • allocate enough space for files, large machines, and office supplies
  • place often used machines such as copiers and fax machines in areas that are easy to reach
  • ensure employees have enough space to move around freely
  • allow walkways wide enough for at least two people to pass each other comfortably
  • widen walkways where more people work in the same office

Good ergonomics reduce injuries, aches, and physical strain, which improves comfort and efficiency.

Office arrangement

When planning space for several workers, the arrangement of desks and work areas becomes important. The design should support both communication and efficient use of floor space. Different organisations use different arrangements depending on the nature of the work, the authority structure, and the amount of space available.

Common office arrangements include:

  • separate offices
  • open-plan arrangements
  • cubicle arrangements
  • hot-desk arrangements

Traditional desk arrangements

Traditional desk arrangements usually place those in authority in separate offices with walls and doors. Employees at lower levels often work outside these offices in an open-plan area, with or without partitions. This arrangement reflects the hierarchical structure of the organisation and gives more privacy to senior staff.

Key features of traditional arrangements include:

  • managers or senior staff often work in separate offices
  • walls and doors provide privacy and reduce disturbance
  • junior staff may work in open areas outside these offices
  • authority is reflected clearly in the layout

Open-plan desk arrangements

A more modern arrangement is the open-plan layout. In this system, employees work at desks that may be separated by low dividers. These dividers rise only slightly above desk level, which allows staff to communicate more easily.

Important features of open-plan arrangements include:

  • desks are placed in a shared space
  • low dividers may separate individual workstations
  • communication between colleagues is easier
  • each desk usually has a computer and telephone
  • printers may be shared by several workers

Open-plan layouts encourage communication, but they must still be managed carefully to avoid noise and distraction.

Cubicle farms

Some organisations use a cubicle farm layout to make the most efficient use of floor space. In this arrangement, rows of desks are separated by partitions that may rise much higher than in an open-plan office. This creates more individual space but may reduce interaction.

Characteristics of cubicle farms include:

  • rows of desks are arranged in a compact pattern
  • partitions separate workstations clearly
  • aisles provide access through the cubicles
  • each cubicle usually has a desk, computer, and phone line
  • printers may be shared between two or more cubicles
  • floor space is used efficiently
  • some workers may feel isolated or less connected to colleagues

Hot-desk arrangements

A hot-desk arrangement is used when two or more employees share the same office space at different times of the day. This approach is often adopted when a business wants to maximise available floor space and reduce the number of permanent desks.

Important points about hot-desking include:

  • the same desk may be used by different employees at different times
  • fewer desks are needed overall
  • floor space can be used more efficiently
  • the system works best where not all employees are present at the same time
  • careful organisation is needed so that shared workstations remain functional and orderly

1.3.2 Workstation management

A good office layout on its own is not enough. The workstation must also be managed properly so that the person using it can work comfortably, move efficiently, and maintain a high standard of output. Even when the employee has no control over where the workstation is placed, the immediate work area can still be organised for better productivity, comfort, and control.

The individual workstation should be arranged so that the worker can be comfortable, efficient, and productive.

A workstation usually includes a desk, chair, shelves, storage space, and office equipment. These items should be organised in a way that reduces strain, improves access, and supports smooth daily work. Poor arrangement causes wasted movement, discomfort, and lower efficiency. Good arrangement supports ergonomics, accuracy, and better workflow.

Desktop display

The desk surface should allow enough free space for actual work to be done. Equipment must not crowd the work area. Frequently used items should be kept near enough to reach easily while seated, and the arrangement should support natural movement during the working day.

Important desktop guidelines include:

  • enough clear desk space should remain available for working
  • the keyboard, mouse, and monitor should fit comfortably on the desk
  • a source document should be placed at the same distance from the user as the monitor
  • source documents should be positioned next to the monitor at a similar height and angle
  • often used items such as the telephone, memo pad, stapler, and in/out-box should be easy to reach
  • a desk organiser with slots can help store work-in-progress folders
  • a dictionary should be kept on the desk for quick access
  • desk equipment should be arranged for maximum efficiency

Definition

A source document is an original document, usually handwritten, that provides the information that must be entered into a computer program such as Word or Excel.

The main rule for desk organisation is simple: items used most often must be closest at hand.

Choice of tools and aids

A workstation uses both everyday office supplies and more specialised office items. The correct tools and aids must be available so that work can be completed without interruption. A management assistant must know which items are used regularly and which items depend on the specific machines or systems in the office.

Common supplies and aids include:

  • pens
  • pencils
  • staples
  • staplers
  • staple removers
  • paper punches
  • paper clips
  • rubber bands
  • rulers
  • permanent markers
  • rubbers
  • adhesive tape
  • small notebooks
  • sticky notes
  • stamp pads
  • stamps

Specialised items may include:

  • fax paper
  • print toner
  • ink cartridges
  • writable CDs or DVDs
  • copier cartridges
  • copier toner
  • copier paper

Choice of equipment and technology

The level of technology used in an office does not stay the same everywhere. It depends on the resources and needs of the organisation. A larger or better-funded company may use more advanced systems, while a smaller or rural office may use simpler methods of communication and administration.

The choice of equipment and technology depends on:

  • the money available for equipment
  • the size of the company
  • the volume of work handled
  • the availability of the required technology

The level of technology in an office depends on the organisation’s size, resources, and work demands.

Typical desk-based equipment may include:

  • a computer
  • a keyboard
  • a monitor
  • a scanner or printer
  • a mouse
  • a mouse pad
  • a modem or network card
  • a hard disk drive
  • an external storage drive
  • CD-ROM files
  • a CD-ROM storage system
  • software reference manuals

Other office equipment may include:

  • a fax machine
  • a photocopier
  • digital copiers
  • audio recorders
  • a franking machine
  • telephones
  • a switchboard
  • pagers
  • mobile radio
  • a guillotine
  • a heavy-duty stapler
  • a book-binding machine
  • a microphone
  • an intercom system

Useful accessories for equipment may include:

  • dust covers for the computer and keyboard
  • a computer fan to prevent overheating
  • an anti-glare monitor cover to reduce eyestrain
  • acoustic hoods for printers

Choice of furniture

Furniture affects posture, comfort, movement, and safety. In Office Practice, this links directly with ergonomics, because the wrong furniture can lead to discomfort, fatigue, aches, and poor working position. The three main contact areas in the workspace that affect posture are the seat, the work surface, and the floor. To maintain comfort, at least two of these should be adjustable.

Good furniture supports posture, movement, comfort, and efficiency.

The desk

The desk should provide enough room for the equipment and supplies used regularly, while still leaving open space for writing, reading, and handling documents. Its design should support comfort and safety, not only appearance.

Important points about the desk include:

  • the desk should be large enough for frequently used equipment and supplies
  • there should still be enough free working space
  • a wooden desk is attractive and creates less static electricity
  • the height should be about 70 cm
  • the user’s arms should move comfortably without hitting nearby furniture
  • round corners and a smooth finish help prevent injuries and snagged clothing
  • the surface should not reflect light
  • direct light should not fall onto the desk surface
  • drawers are useful for storing frequently used items
  • drawer organisers, boxes, or containers help keep materials neat
  • an L-shaped desk is still practical and widely used
  • modular furniture allows extra units such as mobile filing drawers or printer stands to be added
  • even where office space is limited, the chair should still move freely in all directions

If a workstation has a fixed desk height, it may be unsuitable for regular use by some workers. In such a case, a footrest should be used if the employee cannot place both feet flat on the floor. The footrest should support both feet and should be adjustable if possible.

The chair

The chair is one of the most important items in the workstation because it directly affects posture and comfort throughout the working day. A badly designed chair can lead to strain and lower productivity. A good chair supports the lower back, allows proper movement, and can be adjusted to suit the user.

Important points about the chair include:

  • the controls should be easy to use while seated
  • both height and tilt should be adjustable
  • there should be no pressure on the back of the thighs or knees
  • the front edge should curve toward the floor
  • the fabric should be breathable and non-slippery
  • the backrest should support the lower back
  • the chair should have a stable five-point base
  • the wheels or casters should suit the type of floor
  • the chair should swivel
  • armrests should be adjustable to elbow height
  • armrests should not interfere with free movement within the workstation

Tips for correct sitting position include:

  • sit upright when typing
  • keep both feet on the ground
  • support the lower back against the chair
  • tilt the backrest from time to time to stretch the back muscles
  • when writing, rest both elbows on the table
  • seat height should be just above knee level when standing in front of the chair
  • elbows should be level with the working surface
  • there should be about 10 cm between the front of the seat and the back of the knees

Better sitting position improves working output and reduces physical strain.

Lighting

Proper lighting is essential in any office because it affects comfort, visibility, and concentration. Inadequate lighting can cause eyestrain and headaches, while poorly placed lighting can create glare on the monitor. The aim is to provide enough light without discomfort.

Key points about lighting include:

  • the work area should have sufficient lighting
  • lighting should help prevent eyestrain and headaches
  • the position of lights should reduce glare on the monitor

Space utilisation for effectiveness

Office space is expensive, so it must be used efficiently and cost-effectively. The layout should be designed around the number of employees, the movement of staff, and the space needed for both individual and shared activities. Both vertical and horizontal traffic patterns should be considered so that people can move as directly as possible with minimal backtracking.

Efficient space utilisation reduces wasted movement and supports better workflow.

Planning a layout

To plan space effectively, the organisation must first determine how much space is needed and how it will be used. This includes individual work areas, communal areas, equipment zones, storage, and traffic routes.

Important planning steps include:

  • calculate the size of the area required by employees
  • measure the space needed for individual work areas
  • provide communal areas for shared equipment
  • allow storage space for supplies such as fax paper, printer paper, copier materials, and hard-copy filing
  • create a detailed plan for power points and electronic equipment
  • include telephones, answering machines, lighting, and work-area desk lights in the plan
  • design the office according to ergonomic principles
  • take account of distance and angles between workers, computers, and monitors
  • provide enough room for workers to sit properly against the backs of their chairs
  • include safety factors such as wide aisles, corridors, and easily accessible doors

Organising resources

Resources that are used regularly should be kept within easy reach. This reduces wasted movement and saves time. Less frequently used resources may be stored slightly further away, while seldom-used items can be placed in a general resource area.

Important rules for organising resources include:

  • frequently used resources should be close at hand
  • dictionaries, guides, files, and working documents should be easy to reach
  • resources not used daily should be protected from dust in closed drawers or cabinets
  • items stored separately should not be too far from the workstation
  • ideally, equipment should be within 1 to 2 metres of the workstation
  • less often used items may be stored further away
  • seldom-used items may be stored in a general resource area

Standard information resources may include:

  • safety manuals
  • word processing manuals
  • personnel manuals
  • equipment manuals
  • a dictionary
  • a concise dictionary
  • language dictionaries
  • telephone guides
  • postal codes
  • postcard-sized cards for emergency notes in cases such as fire or bomb threats

The golden rule is that the most frequently used items must be kept nearest to the workstation.


1.4 General guidelines for management assistants

1.4.1 Workstation efficiency and security

A well-managed workstation does not become effective by accident. It works well because the space is planned properly, the equipment is arranged intelligently, and the management assistant handles records, correspondence, and communication in a disciplined way. A strong workstation supports workflow, uses space cost-effectively, allows comfortable movement, and helps the assistant maintain a professional image.

The smooth running of a workstation depends not only on furniture and equipment, but also on how efficiently the management assistant handles records, correspondence, and other communication.

An effective management assistant is expected to be more than organised. The role requires a methodical approach, sound judgement, alertness, and the ability to deal with people professionally. The assistant must project a favourable image of the organisation, maintain good rapport with the public, and work well with colleagues and business associates. Computers also strengthen workstation efficiency because many repetitive tasks can be automated, which saves time and improves productivity.

Important factors that improve workstation efficiency include:

  • office layout must be planned carefully to support maximum workflow
  • available space must be used effectively and cost-effectively
  • extra areas such as a copy room or meeting room must be included in the overall plan
  • the workstation must allow the worker to work in comfort and change position naturally
  • records, correspondence, and communication must be handled efficiently
  • the management assistant should be methodical, determined, impartial, and constantly alert
  • the workstation should help project a favourable image of the company
  • computers improve productivity by automating repetitive tasks

A productive workstation supports comfort, control, communication, and a favourable company image.

Careful planning of the computer area

The computer is central to the modern workstation, so its position and use must be planned carefully. Poor placement creates discomfort, risk, and inefficiency. Good placement supports comfort, safety, cleanliness, and data protection.

Guidelines for planning the computer area include:

  • the computer should have its own table or desk
  • there should be enough legroom under the work surface
  • power cables must be kept out of the way
  • multiple cables should be tied together neatly
  • when not in use, the computer should be covered with a dust cover
  • the computer should be cleaned regularly with an anti-static cleaning product
  • each computer should be protected against power surges
  • the computer should not be placed near pipes, doors, or water points
  • confidential information should be protected with a personal password
  • passwords should be changed regularly

Security threats to computer systems

Computer use improves office productivity, but it also creates security risks. Some threats come from outside the organisation, while others come from inside. For that reason, the management assistant must understand common forms of electronic trespassing, vandalism, and misuse of systems.

Security threats from outside include:

  • hacking, which means breaking into computer systems to gain access to restricted or private information
  • freaking, which means defrauding a telephone company through stolen long-distance codes or credit card information
  • crashing, which means entering a system in order to shut it down
  • trashing, which means altering or erasing computer data files
  • viruses, which are malicious programs that destroy data or gain unauthorised access to computers

Security threats from inside include:

  • disgruntled employees sabotaging the computer system
  • competitors or retrenched employees stealing data or software
  • outside users trying to buy information such as a customer database
  • programmers trying to remove programs and take them away
  • computer operators altering or erasing data on purpose

Computer security is not only a technical issue. It is also a people issue, because insiders can be as dangerous as outside attackers.

Protecting company data

Protecting data requires both system controls and disciplined behaviour. The office must know who has used a system, what files were accessed, and whether information is being protected against manipulation or theft.

Key data-protection measures include:

  • audit logs, which record who used the system, when they logged in, what files they accessed, and when they logged off
  • codes or encryption methods, which make information unreadable if someone tries to manipulate or steal it
  • personal passwords to limit unauthorised access
  • regular monitoring of who uses the system and when

Virus protection

A computer virus is a malicious program designed to infect other programs and cause them to malfunction or fail completely. Because viruses can damage files, destroy data, and interrupt work, the office must use disciplined prevention methods.

To protect the computer against viruses:

  • install anti-virus software from a reliable company
  • use the most up-to-date version of the software
  • update anti-virus protection regularly
  • use only your own disks and programs where possible
  • do not make illegal copies of software
  • use only software with a legal licence
  • write-protect disks where possible
  • compare disks and file sizes after making identical copies
  • make back-ups of the hard disk and other disks
  • keep back-ups in a safe place
  • test all software for viruses before installing it on the hard disk

Good computer security depends on prevention, not only on repair after damage has already happened.

1.4.2 Placing and usage of the computer to minimise fatigue

Computer use can improve productivity, but poor use can also cause fatigue, eyestrain, headaches, and muscle tension. For this reason, the position of the monitor, the viewing angle, lighting, and working posture must all be controlled carefully.

Guidelines for placing and using the computer include:

  • use a light monitor background to reduce reflection
  • recommended monitor colours include black on white, green, or amber
  • the monitor should be large enough for comfortable reading
  • the correct distance from the monitor is about 610 mm
  • the recommended viewing angle is about 10 to 15 degrees below the horizontal line of sight
  • the modern trend is to sink the monitor into the desktop so the user looks down naturally
  • place documents on a stand at the same height as the monitor
  • clean the monitor regularly to remove dirt, smears, and fingerprints
  • take frequent breaks away from the computer
  • for moderately concentrated work, a 15-minute break every 2 hours is suitable
  • use overhead lighting to reduce reflection
  • position the monitor so that it does not face windows or doors
  • use an anti-glare cover or light filter if necessary
  • the chair must be adjustable and must support the back properly
  • regular eye tests are recommended for heavy computer users

Proper monitor placement, correct posture, and regular breaks help minimise fatigue and protect long-term health.

1.4.3 The effect of static electricity on electronic devices

Static electricity is electricity that builds up on objects that are not conductors. Because the object is not grounded, the static charge cannot discharge safely. Friction between materials causes the charge to build up, and when contact is made, a spark can jump between the object and the person. In an office, this may damage sensitive electronic equipment if proper precautions are not taken.

Causes of static build-up include:

  • decorative materials such as carpets
  • clothing materials such as nylon or pure wool
  • dry air
  • electronic devices that are not properly earthed

Ways to reduce or eliminate the effect of static electricity include:

  • network cables must be discharged before connection
  • cables must be properly earthed
  • monitors and computers must be properly earthed
  • integrated circuits and attached devices must be earthed
  • the computer must be properly earthed before cables are connected or disconnected

Static electricity may seem minor, but in an electronic office it can damage equipment and interfere with system reliability.

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