Document No.

VT –TMP – 001

Document Title Name of Process

Document Type
Process
Document Level
1
Revision No. Page No.
2022-01 0 of 6

This document contains confidential and proprietary trade secret information of Vserve Trading, to which you are given access
as a condition to your employment. Unauthorized disclosure of any information in this document and reproduction of any
portion is absolutely prohibited without the express written permission of Vserve Trading.
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Table of Contents
1. Objectives 3

2. Scope 3

3. Ownership 3

4. Definition of Terms 3

5. General Provision 3
Process Template
6. Guidelines and Effective Date: November 4, 2022 Procedures 4

7. Process Flow 4

8. Figures, Images, and Samples 4

9. Effectivity 5

Data Classification: Confidential © 2022

Vserve Trading. 1

Data Classification: Confidential © 2022 Vserve Trading

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Revision History

Date Page No Description Revision No.

mm/dd/yyyy All Initial Issue 2022-01

(If Second Issue please indicate changes)

Prepared by Reviewed by Approved by

Name Process Owner Prince Manuel Process Owner’s Head

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 Doc. No. VT – PR – 010000 Doc. Type Process
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Position Position BPD Manager / DPO BPD Manager/DPO

Date mm/dd/yyyy mm/dxd/yyyy mm/dd/yyyy

1. Objectives
Described the desired results or goal of this document

2. Scope
This shall establish the limitation for the document, specify the application, persons involved, place or other
specifications affected by this document.

3. Ownership
Insert responsibility and accountability of persons involved

Responsible Accountable Consulted Informed

R A C I

(Job Position or (Job Position or (Job Position or (Job Position or

Department) Department) Department) Department)

4. Definition of Terms
Define or provide explanation to the important terms used in the document to enforce common understanding.
Include system names, business units involved, acronym, etc.
Sample Format:

Term Definition

(Term A)

(Term B)

(Add rows if needed)

5. General Provision
Indicate related policies/documents/agencies, if any to be considered as reference/supporting documents. This may
also pertain to rules and regulations to be observed.

5.1. Policies
5.1.1.List down all Internal Policies related to the process
5.1.2.List down External Policies and Standards related to the process such as Government agencies advisories
and circulars, Executive orders or Standards
5.2. Business Processes

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5.2.1.Process – list down related processes

6. Guidelines and Procedures

State the step-by-step process in the table and provide the guidelines for each step, add images for illustration to
further capture the process, if any.
- Step no.: chronological order of each activity. For any conditional activity, the step no. must follow X.1, X.2, X.3….
where “X” corresponds to the step no. before it.
- Activity: state the activity to be done and its guidelines.
- Responsible: indicate the person responsible for the activity.
- TAT: indicate Turn Around Time, if any.
- Controlled Document: list the document, either, needed to submit/accomplish or as a supporting document. (e.g.,
payment stab, forms)
Table 6.1 (Sub Process Name/Procedure)
Controlled
Step No. Activity Responsible TAT
Document

1 [Activity done]
[Document Name,
[Position/Department] [Days/Time]
State the guideline and procedure of this if any]
activity

If there are two 2 or more sub processes, add a new table.

Table 6.2. (Sub Process Name/ Procedure)

Step No. Activity Responsible TAT Controlled

Document

1 [Activity done]
[Document Name,
[Position/Department] [Days/Time]
State the guideline and procedure of this if any]
activity

7. Process Flow
(None) If none, write the word “None” italicized in parentheses

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Sample Flow:

8. Figures, Images, and Samples

Input all sample files or images of system involved
If none, write the word “None” italicized in parentheses

9. Effectivity
This Process Document shall be effective immediately upon approval or on <Insert date MMM DD, YYYY> and
shall be reviewed and updated annually by <Insert Department> and Business Process Department/Data Privacy
Office in the light of the changes to the Company’s organization, business practices, and data and processing
systems and activities. The concerned process caretakers shall evaluate the impact of the changes and revise the
affected guidelines and procedures within their specific domain.

Data Classification: Confidential © 2022 Vserve Trading