The Worksheets are the sheets on which the Auditor writes a complete running record of the session from beginning to end, page after page, as the session goes along.

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

A Worksheet is always foolscap, 8 x 13 inches, written on both sides and each page is numbered, back and front, top center of page.

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

This is so an Auditor can say, „Now the R/S occurred on page 25,” which saves a lot of time. Further it gives the proper number of pages the session went.

The Worksheet is written in two columns. The Auditor writes down the left-hand column and then down the right-hand column.

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.

The most important parts of the session to be noted are:

They are used extensively in training.

A. When the TA goes up (on what?)

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

B. When the TA goes down (on what?)

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.

C. When an F/N occurs (on what – any cog?)

D. When VGIs occur (on what?)

The Summary Report Form is filled in as follows:

E. When BIs occur (on what?)

1. The date.

F. How the process ran (what commands are being run?)

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

G. Reads

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

TA and time notations should be made at regular intervals throughout the session.

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.

When a process reaches EP – write in the pc’s cognition, circle the F/N and whether or not it was indicated, note the pc’s indicators, the time and TA.

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.

When Two-Way Comming a subject it is essential that all items (terminals, statements, etc) that read are so marked on the worksheets – LF, LFBD. All reading items are circled in green after the session.

6. Ethics Report

R/S items, Ethics situations, Ser Facs and Evil Purps are marked, after the session, by ringing them on the W/S with a red pen.

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

7. Suggest

Auditors usually develop a system of shorthanding the session actions being done, so that session speed is not hampered by Admin.

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.

For example, the repetitive process:

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

Recall a change Recall a no-change Recall a failed change

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

is run as a bracket (the pc is given the first command, then the second and then the third and then the first and then the second, etc.).

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.

The first command can be abbreviated to 1, the second to 2, and the third to 3.

References:

The W/S therefore would look like:

• HCO B 14 June 65 “Summary Report”