An Auditor’s Report Form is made out at the end of each session. It gives an outline of what actions were taken during the session.

The Summary Report Form is a report used simply as an exact record of what happened and what was observed during the session.

Each Report Form should be filled in at the top with:

The form BTB 20 June 70, “Summary Report” is used and the Auditor fills in the appropriate data.

(a) Preclear’s name (full name) and Grade (very prominent).

(b) Auditor’s name (full name).

With the introduction of C/S Series The Fantastic New HGC Line, Summary Report Forms were omitted from the admin procedure at Flag.

(c) Date.

However, the use of Summary Report Forms is left entirely to the discretion of the C/S of an Org.

(d) No. of intensive hours scheduled (121/2 – 25 – 50 etc).

They are used extensively in training.

(e) Time length of session excluding time for breaks (example 5 hrs 15 m). This is “hours in the chair”.

Every student auditor on courses and co-audit must write a summary report form after each session.

(f) Running total of scheduled hours completed to date.

It is a tool for increasing an Auditor’s obnosis of what goes on in a session. It teaches Auditors how to quickly and concisely analyze and report on a case.

(g) Total TA for session. Often neglected but important as an indicator of case progress.

The body of the form is filled in with the following information:

The Summary Report Form is filled in as follows:

(h) Time started and ended session.

1. The date.

(i) Condition of pc.

2. The pc’s name and the Auditor’s name, in BLOCK letters.

(j) TA and Sensitivity setting at beginning and end of session.

3. The process run, the total tone arm action for the session and the length of the session in hours and minutes.

(k) Rudiments.

4. Goals are no longer set at the beginning of session but if the pc in passing mentions any goals he has attained, or more likely gains he has had in the session, these are noted at this point.

(l) What process was run – listing the exact commands (often forgotten by most Auditors).

5. Aspects of running process – each of the questions 1 to 22 of the form are answered. Here write down briefly what the preclear was doing in the session. Do not write opinions with regard to what was happening or how the preclear was running the process. Here we are interested in the aspects of the case in relationship to the process or processes being run.

(m) Time, TA and Sens at start and end of process.

6. Ethics Report

(n) Whether process is flat or not.

These are written on the Auditor’s C/S Sheet per C/S Series 25.

(o) Any F/Ns.

7. Suggest

(p) Any R/S Items or Ev Purps are noted in the right-hand column, in red.

The Summary should be done for the session given the preclear for the day. It is not stapled to the worksheets but is paper-clipped on top of the Auditor’s Report Form and beneath the Exam Report.

(q) TA range.

Two sessions in one day calls for only one Summary Report with the TA and data of each session.

At the bottom of the form the Trim Check result is noted.

It should be legible and readable. If an Auditor’s handwriting is poor, it should be printed out by the Auditor.

Writing the reports should only take the Auditor 15 minutes to do at the most. Having just audited the preclear you should quite easily fill the report out.

• Preclear: Emile Togg Va

References:

• HCO B 14 June 65 “Summary Report”