[UMA-SRE-20120129] OFFICE INSTRUCTIONS

Description

IdentifierUMA-SRE-20120129Extent30 volsScope and ContentOriginal control number: NMLS 112. Office instructions were introduced by Head Office in 1946 as a means to advising Branches of changes in statistical procedures following introduction of the Powers Punch Card system at Head Office. Two series of instruction were issued: 'S' series to deal with changes in detail of statistical procedures and 'R' series to deal with changes including new procedures in all aspects of office recording and operating procedures. Instructions were issued in respect to accounts, taxation, calculations, commissions, field staff, mortgages, new business, policy transactions, office records, statistical and underwriting matters, transfers, assignments to name a few. In 1958, the 'S' and 'R' series were replaced by a new series covering a broader range if instructions relating generally to divisional groups. This is demonstrated by the following. T :Temporary. AT: Accounts and taxation. CAL CAlculations. COM: Commission ans field staff. M: Mortgages. NB: New Business. PT: Policy transactions. REC: Office records. STA: Statistical. UND: Underwriting. The heading of each instruction showed the subject covered, number of instruction i.e. AT 1, applicable to (which Branch), date of issue, cancellation particulars (if applicable), other cross-referenced instructions. Whilst the informaion in the heading remained the same, the layout was slightly changed in 1968. Instructions are files numerically within each series. Indexes are provided in the 'S' and 'R' series showing S1-S149 (1 volume) and R1-R167 (3 volumes), the index lists each instruction by subject heading. From 1958 onwards 'Contents' pages are provided at the front of each volume. The 1958-1971 issues list contents by instruction number of all cancelled issues prior to 1971. The 1971 to 1979 'Contents' page lists subject headings. Related series: NMLS 114.Collection CategoryBusinessAccess StatusOpen for public accessRequest Access to RecordsRequest records from this Series

Provenance

CreatorNational Mutual Life Association of Australasia

Dates

Date1946-1979

Description Control

Previous System ID2012.0129Descriptive NoteNo Finding Aid. Request all boxes

University of Melbourne Archives

Archives

Menu

[UMA-SRE-20120129] OFFICE INSTRUCTIONS