The Summary Report Form is a report used simply as an exact record of what happened and what was observed during the session.
The form BTB 20 June 70, “Summary Report” is used and the Auditor fills in the appropriate data.
With the introduction of C/S Series The Fantastic New HGC Line, Summary Report Forms were omitted from the admin procedure at Flag.
However, the use of Summary Report Forms is left entirely to the discretion of the C/S of an Org.
They are used extensively in training.
Every student auditor on courses and co-audit must write a summary report form after each session.
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.
The Summary Report Form is filled in as follows:
1. The date.
2. The pc’s name and the Auditor’s name, in BLOCK letters.
3. The process run, the total tone arm action for the session and the length of the session in hours and minutes.
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.
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.
6. Ethics Report
These are written on the Auditor’s C/S Sheet per C/S Series 25.
7. Suggest
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.
Two sessions in one day calls for only one Summary Report with the TA and data of each session.
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.
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