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PC Folders and Auditors Admin

Each pc needs to have an auditing folder. A folder is large file folder  (A4 size or legal paper size, usually slightly bigger). It's made out of light card board as a normal filing folder.

The pc's name is marked clearly on the outside with a fat felt pen. The folder is also given a number. The pc's first folder is #1. When that is getting too big to handle ( about 7 cm or 3" thick) a folder #2 is made up, etc.
The date the folder was started and ended should also be marked on the outside as well as the pc's case level ("Grade 2" on picture).

   The folder is a simple card board   
folder, containing session reports.
Attached to the inside front 
cover are a Folder Summary 
and the Auditing Program.

It is practical to have a big rubber band around it to keep the papers inside from falling out.

The folder contains all the data related to the pc's auditing and case. By keeping a good record you will always know where the pc is at, what processes have been run and, if the pc later should have troubles with earlier auditing or have unhandled conditions, you can always go back and see exactly what was done. You can see if any errors were made and repair them. That done, you can write a new program to handle his complaint.
The pc folder contains a number of reports that each gives a certain aspect of the activity. Each session report can consist  of 4 or more such forms and reports. One complete session report is piled on top of the previous. It is briefly recorded in the Folder Summary. 
Here are the different reports the complete session report can contain. 

    The session report is stapled 
and paper-clipped together. 
It includes: 
1) Works sheets 
2) Auditor Report Form 
3) Suggested C/S 
4) Exam Report 
5) Any lists used

The Session Report
is stapled and paper-clipped together after session. There are: (1) the work sheets, (2) Auditor Report Form, (3) Exam Report, (4) Suggested C/S form, (5) any special sheets and lists used in that session. 


Auditor keeps a 
  running record of  
session in his 
works sheets

The worksheets (W/S)
The worksheets contain the notes made during session. The auditor writes a complete continuous record of the session from beginning to end, page after page, as the session progresses.

A worksheet is usually A4 or letter size (8" x 11") but also legal size (8" x 13") can be used. You write on both sides and number the pages at the top.

The numbers are so the auditor can refer to actions and phenomena. "Please look at page 15. There was a Rock Slam." Page numbers can save a lot of time. Further it makes it possible to get the session report sorted out in order before stapling it together after session.

The worksheet is written in two columns. The auditor writes in the left-hand column and then uses the right-hand column.

The most important parts of the session W/S are:

a. when the TA goes up (on what?)
b. when the TA goes down (on what?)
c. when an F/N occurs (on what, any cognition?)
d. when VGIs occur (on what?)
e. if BIs (Bad Indicators) occur (on what?)
f. how the process ran (also commands usually represented by numbers and abbreviations).

The auditor writes TA and time regularly during the session.

When a process has reached EP, you write the pc's cognition, circle the F/N and whether or not it was indicated; note the pc's indicators, the time and TA.

PC: John Doe                          (1)        Date: xx/xx/xx

Can Squeeze Sens: 8.
TA: 2.8
T.I.T.S.                Time: 2:55 
Pc has BI's
ARC x? SF        
Itsa: last night.  w#@P .
C x
U x                        
Was it R? Pc:Yes, smile
R Indicated. 
C x
D x
I Tick
N x
R x
Was it E? Pc: Yes, VGI
(F/N) VGI IND TA: 2.7

Clear Commands:
Fly (V) F/N ind
Birds (V) F/N ind
Do (V) F/N ind
C.C. "Do Birds Fly?" F
Time: 3:10 TA: 2.7 
(1) Yes, in air
(1) Yes, over land
(1) Yes, over ocean
Orig: I realize most birds
fly!! (COG).
                           TA: 2.7
Time: 3:20                2.5  
Say or Ask?
Feels great! (F/N) VGI IND
Time: 3:22   E.O.S  TA:  2.4
Work sheet. You note TA and Time. The pc's
answers in very short form and short hand
for auditor's actions.
T.I.T.S. = This is the session
ARC x = ARC break (and the Assessment 
ARCU and CDEINR below).
(F/N) IND =  F/N circled and indicated to pc.
BIs/VGIs = Bad Indicators/Very good indicators.
In next column: Clearing the words and a command.
(1) is for each time command is given.
T.I.T.P. = This is the process.
Orig/COG = Origination/Cognition
E.O.S. = End of Session.

You would usually use a blank sheet of paper and make a fold down the middle to keep the columns. 

When running a two-way communication process, it is important that all items (terminals, statements, etc.) that read are marked on the worksheets: SF, F, LF, LFBD. All reading items are circled in green after the session.

Rock Slam items, ethics situations, service facsimiles and evil purposes are marked after the session by cycling them on the worksheet with a red pen.

Auditors need to develop a system of shorthand for what is being done, so that session speed can be kept up regardless of keeping the report up.

For example, the process:
Recall a change
Recall a no change
Recall a failed change

is run as a bracket (the pc is given the first command, then the second and then the third and then the first again and then the second, etc.) The first command can be abbreviated to 1, the second to 2 and the third to 3. The worksheet for this would look like:

(time) 12:32                           (TA)  2.8
Clear words:
change (F/N) vgi - ind
'no'       (F/N) vgi -ind
recall v (F/N) vgi - ind

(Note that each word of the command is cleared before clearing the command as whole.)

1.  cleared

(time) 12:49                      (TA) 2.6

1. Mother went on holiday
2. at school
3. didn't sell bike
1. moved to new house
2. etc.


pc: N.N.                Date xx/xx/xx
Aud: Joe D.

Session went v. well
Next C/S:

1. Fly a Rud to F/N
2. Process X to EP
3. Process Y to EP
3. Return to C/S

                      Auditor Joe D.

C/S OK. Mr. C/S.

C/S, the Case Supervisor. He 
writes the Auditing Program and 
inspects the reports to ensure 
optimum results. 'Mr. C/S' only 
communicates about pc in writing.

C/S, The Case Supervisor's 
written instructions are 
called a C/S

After the session the auditor writes the commands in full on the auditor's report form with the numbers so the Case Supervisor (C/S) can understand what went on.

Different systems of abbreviation can be used by the auditor, but the worksheets must communicate to the C/S what actions were taken during the session.

Worksheets should be readable. They are never copied. The auditor always needs to read over his worksheets before turning in the folder to the case supervisor. Any words or letters missing should be clarified. Use a red pen and block print.

want to get @#%&^ well

This can easily be overdone. At the most, worksheets should need one or two corrections per page.

If this causes the auditor problems he should learn how to write rapidly and legibly. He can drill it making notes of a radio program, a recording or drill it with a twin.

It is forbidden to give a session without making an auditor's report (meaning, actual worksheets written at that time) or to copy the original worksheets after the session and turn in a copy instead of the real reports.

When giving Assists, using only contact assists or touch assists, the report should be written right after the Assist and be included in the pc folder.

Any time a C/S sees long 'stenographic' report in the auditor's worksheets he knows the pc did not have an auditor there to run the session.

An auditor, who is writing down every word the pc says (like a stenographer) will have out TRs and bad session control. No auditor can write fast enough to do that and it isn't necessary either. It's more important to observe the pc, maintain session control and keep his TRs smooth. The session is for the pc - not the report. On the worksheets you note the technical actions taken by the auditor, the pc responses, the time and TA. You have to develop a shorthand system to keep up speed.
The C/S expects a short summary of the incident or what the
pc said. He needs sufficient data to know what sort of incident was being run and if it is run correctly.

An auditor who just sits and lets the pc go on and on running things on his own will seldom get results. The auditor has to control the session. The auditor should know the session performance is more important than the report. He will learn never to hold the pc up while writing as the pc will drift out of session.

A stenographer is not an auditor. An auditor controls the session, the pc's Bank and mental pictures. He gets results to the degree he has excellent TRs and session control.


The Auditor Report Form (ARF)
An auditor's report form is made out at the end of each session. It is a one page summary of actions were taken in the session.  It is a cover page put on top of the works sheets before they are stapled together:


Auditor Report Form


PC:_______________                                            Date:__________
Auditor:___________                              Session Length:__________
                                                            Total Hours Used: _________   
                                                                     Total TAA:  _________





  This is the Session

   Rud: ARCx?

  1) Do Birds Fly

  Say & Ask?

  End of Session













   Pc: Looks content

   F/N VGI Ind

   Clear Command
   Good TA.



   VGI F/N


Trim Check: 1.95

Each ARF should at the top have:
1. Preclear's name (first/last) and Grade of release.
2. Auditor's name (full name).
3. Date.
4. Number of hours pc bought (if applicable).
5. Length of session (minus breaks (example: 3 h 05 m). This is "hours in the chair."
6. How many hours used of 'hours bought'
7. Total TA action for the session. This is an indicator of case progress and is important.

The body of the form is filled in with the following information:
8. Time of start and end of session.
9. Condition of pc.
10. TA and sensitivity setting at beginning and end of session.
11. Rudiments.
12. What process was run. Here you list the exact commands. If you had the commands printed out or written out, you may attach that instead. But it has to be clear, so the worksheets' shorthand can be understood.
13. Time, TA and sensitivity at start and end of process.
14. Whether a process is taken to EP or not.
15. Any F/Ns or EP's
16. Any rock slam (R/S) items or evil purposes noted in the right hand column in red.
17. TA range.

At the bottom of the form the trim check is written. As: Trim check = 1.85


Exam Report

Pc: ___________                  Date:  _______     
After Session: _____             Time:   _______
Other: ______                                        

      Needle: __________
      TA Position: _________

      PC's Statement: ___________________
      PC's Indicators: ___________________   

      F/N Indicated? ____
Examiner signature: ________________

 The Exam Report is made right 
   after session. It is done by another   
person than the auditor as it serves 
as an independent check. Also, 
pc can feel free to give a 
The pc can go to the Examiner
at any time he needs C/S' or
auditor help or attention.


The Examiner's Report (Exam)
An Exam report is a report not made by the auditor.

It is made by an independent Examiner. This is done after a session or when the pc goes on his own volition because he wants to make a statement about a change (a win, a problem or illness).

There may not always be an Examiner available in case of an individual practitioner. In a small office another auditor may act as Examiner.

The exam report contains the Meter details, pc's indicators and pc's statement. The Examiner's form should contain the following information:

If it is "After Session," or "Volunteered" or "Medical".

The date is noted, e.g., 4 July, 20xx. Time is noted, e.g., 19:22 hrs.

The date and time are important as it has to be filed correctly in the pc's folder later.

Pc's name is clearly printed.

"Pc's statement"--Write down exactly what pc says. Note also what reads, BDs and where his indicators change and vary, tone in which statements are made and so on.

"TA position and any BD"--note TA position at start of exam and TA position at end if different.

Any obvious manifestation it would be helpful for the C/S to know is noted.

Examples: BIs pc crying; OK. Pc frowning.  VVGIs, pc radiant, skin tone very pink.

"Needle behavior"--This is important. Different needles mean different things, i.e., R/S, DN (Dirty needle), RISE, F/N etc.

If F/Ns note the size. Small F/N = 1" to 2" (at sensitivity 8).

Normal F/N = 2" to 3". Wide F/N = 3" to 4". Dial F/N = Floating right across the dial. Floating TA = Can't get the needle to stay on dial.

On Floating TA give range if possible, like F/N TA = 2.5 - 2.3.

Size of F/Ns is important. A wide FN at session end to a small F/N at Examiner, would indicate something is wrong.

"F/N indicated to pc"--If so, write YES, if not, skip it.

Signature of Examiner.

Sensitivity. All exams are done at sensitivity 8.







A red tag should be clearly marked 
   by Examiner if pc has Bad Indicators.   
The pc should be handled to F/N 
in auditing within 24 hours.


The report is marked with a red tag if the Examiner sees any one of the following manifestations in a pc after a session:

1. Non-optimum TA position (above 3, below 2) - excluding False TA.
2. Non-optimum needle (ARC break needle, stage 4, rock slam, stuck, still or dirty)
3. Bad indicators
4. Non-optimum statement from pc, critical, hostile, sad, etc.

When a red tag exam occurs the Examiner marks Exam report with a red marker and paper clips a RED CARD on the outside of the pc folder (if folder available).

Red tag folders must get handled on a rush priority basis.
The pc needs to be taken into session within 24 hours for a 'repair' session.

The exam report form is put in the folder on top of the summary report. Volunteered exam report forms are put in the folder at the appropriate date.


pc: N.N.                            Date xx/xx/xx
Aud: Joe D.

Session went v. well
Suggested next C/S:

1. Fly a Rud to F/N
2. Process X to EP
3. Process Y to EP
3. Return to C/S

                      Auditor Joe D.

C/S OK. Mr. C/S.

The Case Supervisor's written 
instructions are called a C/S. Mr. C/S 
grades the work and approves or 
changes the suggested instructions 
for next session.

  Even when working by himself the  
auditor will use a written C/S 
instruction. He put on his Hat as 
Mr. C/S after session, grades his 
own work and writes the next C/S.
("Auditors Rights").


The Auditors Suggested C/S
The auditor's C/S is a sheet on which the auditor writes the C/S instructions for the next session. He will usually follow the program and simply suggest the next steps from there. Here is a detailed example:



Pc's Name (red)_________ Date _________________

Auditor's Name (red)____

Session grade (left blank for the C/S to determine)

Auditor's comment (red) he briefly states how it is going and 
any details he wants to attract C/S' attention to.

The next C/S


1. Fly a rudiment to FN VGI's.

2. Run process # 6 from the Grade 0 sheet.

3. Continue with Grade 0 processes

4. Run Havingness if needed.

Auditor signature (red)



The suggested C/S is put on top of a completed session report, so it is the first thing the case supervisor sees, when opening the folder.

The case supervisor grades the session turned in and approves or changes the C/S for the auditor to do in the next session.


Date: _________
Pc's name: ________

List of Terminals for Comm Process 

Father   x sf
Mother  x x
Sister     F F
Boss      x F
Brother  x x
Uncle     SF x
Peter     x x
Joan      F F


 Various lists and items are 
kept separate and paper
-clipped to the back of 
work sheets as it may be 
   needed in a later session.   


Assessments and Items - Lists
If you need to assess a list of terminals or get items for a process, you would do it on a separate sheet of paper. That way you can take it out when needed, to find a new item 'for the next process'.

You would put pc's name on it and date and write items under each other. You would leave enough room to the right of the items to be able to draw several columns.

Next time you read the list to the pc 'to find longest read' you will mark the read of each item in one column. You mark the item you take up. You would attach this sheet to the back of your session report with a paper clip so it easily can be taken out for the next Assessment.

There are also several different sheets stapled to the inside of the folder, front and back, in a folder "made by the book". Those give you an Index and quick overview of the content of the sessions done. When you get good at it, it is quick to keep it all up and in the long run it saves all involved time and ensures better results.

Inside the folder - front and back - 
are different summaries that 
   makes it easy to find the things you   
need and know what was done.
The C/S' program 
tells you what's next.

Folder Summary (F/S) 
The folder summary is written on sheets stapled to the inside of the front cover. It is brief summary of the actions taken on a pc in the right order. It gives a 'Table of Content' of the folder.

It contains the following data:
. Session date, length of time of session and admin time. When a new folder is started. The total time of a series of auditing sessions. When an OCA test is taken. When a Folder Error Summary (FES) was done.

2. PROCESS DETAILS. What was run and how it ran. Mark beside each action taken 'to EP' or 'Not to EP'. Whether UNFLAT, O/R, or whatever.

If an item or terminal R/Ses in session, it is noted in red on the F/S with the page number and circled. Also an evil purpose expressed in a session is marked in red with the date and circled.

3. EXAM REPORT. At the end of session details, mark Examiner report results. EX: F/N if F/N at the Examiner, or BER (red) if a Bad Exam Report. If TA was high or low at exam, it should also be noted.

4. ATTESTS. When pc completes an auditing action and attests (usually with the Examiner) it is noted. Date and what was attested. If pc did NOT want to attest, this is noted (in red).

5. MEDICAL DATA. When pc reports sick. Date and brief statement of illness. And again when pc off medical treatment.

6. ETHICS DATA. Any ethics condition or action. Use blue pen for normal entries. Use red pen to mark any R/Sing item, evil purpose, corrections, Red Tag exams, flubbed attest, medical or ethics actions.

The auditor is responsible for keeping up this F/S after each session and again on receipt of a medical report, Red Tag report, etc. It is a standard part of the auditor's session admin. The F/S sheets are divided into four columns.

When a new pc starts auditing and the first folder is made up, a sheet for F/S is stapled inside the front cover. The auditor fills in the F/S as he progresses with the auditing. New sheets are added as needed, the most recent on top.

When a new folder is made up all summary sheets are removed from the old folder and placed at the inside cover of the new folder so the complete folder summary of the case is always in the current folder.


Folder Summary:

X process
to EP
Ex: F/N
Y Process
to EP

L1C m3
to F/N VGI
Y process
flattened to EP.
Ex: F/N
24/5/xx PC Attest: XY RD    

A program by definition is the sequence of actions, session by session, planned or to be undertaken on a case by the auditor. He is usually under a C/S's guidance and care. C/S means 'Case Supervisor'. Usually an auditor will have a case supervisor go over his session reports to ensure correct application and to give the auditor directions for the next session. The case supervisor is also the senior, that made the auditing program the auditor is following. At level Zero you usually simply follow the sequence of the Grades list.

So the C/S supervises the auditing and makes sure the pc is winning and progressing. He starts his work by writing a program for the pc.

The program sheet states the pc's name, the date, brief case notes of why the program is being written, and the actions numbered 1, 2, 3, etc., to be done on the pc to bring about a definite result. The C/S prints his name at the bottom.

The program sheets are kept paper clipped on the inside of the front cover, earliest at the bottom and current (latest) on top.

The C/S works at completing the program they are on. As each step of the program is completed it is checked off marked "Done" with the date. When the whole program is done, it is marked "Program Done (Date)." Any flubs made during the program are marked in and repaired. Any program terminated because of new data about the pc should be so marked with the date.

Evil purposes and R/S items are marked on the left-hand edge of the current program in red with the date and W/S page number.

Any Additional Reports
You may find additional reports and sheets. Inside the back cover should be the Yellow Sheet, A sheet detailing each correction list or set of commands which have been word cleared. It also lists the pc's current Havingness process and the type of cans the pc uses. It should be stapled inside to the back of the folder.

It can seem an awful lot, but with a little bit of experience it takes about 15  minutes to finish up the admin for a 2 hours session.



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