Small group seated around a table during a training discussion

Engagement

Reporting Clerks Workshop

A half-day or full-day session teaching clerks how to reconcile ledgers, age cases, and prepare chart-ready tables.

Duration
Half day or full day
Location
Your training room or our Song Than meeting space
Format
Practice with your own anonymized extracts
Fee basis
Per session, capacity up to 12

Participants bring anonymized extracts from their own registers. We walk through reconciliation checks, aging rules, and how to caption a chart so a director can read it in under a minute. Materials stay with the department after the session.

For: Clerks, junior planners, and records staff

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