Office Manual - How we work
 

Office Manual, Policies & Procedures 

The Office Manual is CAT's source of information, advice and policy on how CAT operates.

It is divided into sections with links to policies and items on BMIS.

Please note all the policy documents & procedures are currently being updated (1/16)

1. About the Bureau

This section covers...
  • What services we provide, 
  • How we organise our services, 
  • How CAT is managed, 
  • How we business plan and manage risk,
  • How we provide advice to clients,
  • Who is on our Board,
  • Who is a member of our staff.

2. Personnel 

This section covers...
  • Equality & Diversity,
  • Recruitment & selection,
  • Induction,
  • Development reviews,
  • Training.

3. Financial Management

This section covers...
  • Accounting,
  • Banking,
  • Income,
  • Payments,
  • Petty cash,
  • Expenses,
  • Insurance,
  • Continuity of finance function.

4. Complaints and Feedback

This section covers...
  • Complaints,
  • Debt complaints (special procedure),
  • Feedback

5. Confidentiality, Data Protection & Information Assurance

***THIS IS PARTICULARLY IMPORTANT***

This section covers...
  • Confidentiality,
  • Data Protection,
  • Information Assurance,
  • ICT acceptable use,
  • Petra acceptable use.

6. Quality of Advice & Case Management

This section covers...
  • Advice session supervision,
  • Case record checking and Independent File Review,
  • Signposting and referral,
  • Potential conflicts of interest,
  • Casework Management.


Policies & Procedures