# Systematic Business Operations operational registers

Blank adaptation worksheets prepared from the retained CSG operations and information-security procedures, September 15, 2026. Editable in any text editor. Not populated company records or adopted policy. Store completed records in this business’s restricted workspace; never enter passwords, recovery codes or full account numbers here.

## Work assignment and change record

| Customer or project | Deliverable and finish condition | Responsible person | Due date | Approved scope and budget | Change and approval record | Evidence location |
|---|---|---|---|---|---|---|
| [Enter] | [Enter] | [Enter] | [Enter] | [Enter] | [Enter] | [Enter] |

## Access register

| Person and role | System and business owner | Minimum permissions | Approver and date | Review date | Removal date and evidence |
|---|---|---|---|---|---|
| [Enter] | [Enter] | [Enter] | [Enter] | [Enter] | [Enter] |

## Device and custody register

| Asset ID and model | Owner and custodian | Issue date and approved use | Security and backup checks | Return or disposition record |
|---|---|---|---|---|
| [Enter] | [Enter] | [Enter] | [Enter] | [Enter] |

## Provider register

| Provider and service | Business account owner | Administrator and billing contact | Price and billing period | Renewal and cancellation terms | Evidence location |
|---|---|---|---|---|---|
| [Enter] | [Enter] | [Enter] | [Enter] | [Enter] | [Enter] |

## Monthly close record

Business [enter]; period [enter]; preparer [enter]; reviewer [enter]. For each line record completed, not applicable with reason, or unresolved with owner and date.

- Bank and card balances reconciled to statements; unexplained items listed.
- Receivables and payables matched to invoices and payments.
- Payroll, reimbursements and contractor invoices checked where applicable.
- Subscriptions, equipment, owner transactions and intercompany items supported and kept separate.
- Job or client profitability reconciled to source costs rather than illustrative examples.
- Missing records and exceptions listed with next action, owner and date.
- Period report, supporting records and review evidence stored in the correct business folder.

## Assignment closeout

Deliverable [enter]; acceptance evidence [enter]; final invoice and payment status [enter]; customer property returned [enter]; accounts removed or retained with reason [enter]; records location [enter]; remaining exceptions [enter].