Happy Health Clinic

DOCUMENTATION AND BASIC OF MACRO

Documentation

 Company letterhead and details in every document

 Document format style
 Font Arial
 Size 12 for heading
 Size 11 for sub-heading
 Size 10 for body
 Avoid using defamatory and offensive information or language
Documentation

 Header
 Contain: Letterhead and details
 Footer
 Contain: Document number, page number, date (optional)
 Both header and footer will use Font style Arial with size 8 following Happy
Health Clinic standard
Macro and Quick Parks

 Both have similar function to shorten sequences and avoid repeating sequences in
every document

 Macro is a shortcut of sequence or design prepared for document

 Quick Parks is a shortcut for content that regularly used in document

Basic Macro

 Go to view -> Macro

 Select record macro
 A dialog box for entering macro name and description
Cont.

 Enter the macro “name” and “description” that the macro belong to
 Press OK and user can start doing whatever sequence such as making letterhead,
designing table, etc.
Cont.

 Go to same location to “stop recording”

 User then can assign macro in one of “customize quick access toolbar”
Develop the training documents

 Using ease of access feature, new training can be made with step by step
instructions
 This feature will remove the difficulty for employee operating multiple sequence
on every new document
 It will save time and efficient for daily operational
Inserting pre-designed table using macro

 Pre-designed table is a table format develop for internal company usage with specific purposes
 Follow the macro creation steps BUT do not Stop Recording
 When Record Macro starts, user can start making table according to its standard format and purposes
 Ensure that every part of design is made and then Stop Recording
 Whenever user wants to use the table, user can directly use the macro and it will automatically create it
without going through all the design process
Inserting letterhead using macro

 Letterhead is a must in certain business document and almost all document use letterhead or at least
company logo
 Follow the macro creation steps BUT do not Stop Recording
 After Record Macros, user can start designing the letterhead
 Use Insert -> Picture to look up the company logo, add additional information as required. Make sure
all design according to pre-determined standard
 Use Stop Recording to complete the macro
Inserting document format using macro

 Document format is standard in company

 Follow the macro creation steps BUT do not Stop Recording
 After Record Macros, starts setting document format such as font style, size, margins, paragraph
spacing and others as required
 Stop Recording will saved the format into macro