WorkKeys Workplace Documents key terms
WorkKeys Workplace Documents · Get comfortable with the vocabulary.
- Notice
- Related: Memo, Policy
A short written or posted message that tells employees about something they need to know, such as a schedule change, a safety rule, or an upcoming event. Notices are usually brief and addressed to many readers.
- Memo
- Related: Notice, Policy
A brief internal message used to share information, request action, or record a decision within an organization. A memo usually has a header showing who it is to and from, the date, and the subject.
- Procedure
- Related: Policy, Multi-step procedure
A set of steps that tells a worker how to complete a task correctly and in the right order. Procedures often state who performs each step and what to do when something goes wrong.
- Policy
- Related: Procedure, Compliance
An official rule or set of guidelines that an organization adopts to control how work is done and how people must behave. A policy states what is required, while a procedure explains how to carry it out.
- Deadline
- Related: Procedure, Compliance
The date or time by which a task, form, or request must be finished or submitted. Missing a deadline can cause a delay, a penalty, or the loss of an opportunity.
- Heading
- Related: Memo, Policy
A short line of text, often bold or larger than the body text, that names the section beneath it. Headings help a reader scan a long document and find information quickly.
- Approval
- Related: Chain of command, Compliance
An official sign-off that gives permission for an action, purchase, or document to move forward. Approval must come from someone with the authority to grant it, and work may not proceed without it.
- Chain of command
- Related: Approval, Compliance
The order of authority in an organization that shows who reports to whom and who must approve decisions. Following the chain usually means raising an issue with your direct supervisor first.
- Effective date
- Related: Revision, Policy
The date on which a policy, contract, or rule officially begins to apply. Actions taken before this date are still governed by the earlier version or rule.
- Revision
- Related: Effective date, Amendment
A changed version of a document that replaces an earlier one. Revisions are often numbered or dated so readers can tell which version is current.
- Compliance
- Related: Policy, Mandatory
The act of following rules, laws, policies, and procedures. Failure to comply can lead to discipline, fines, or loss of certification for a company or worker.
- Mandatory
- Related: Compliance, Policy
Required by a rule or authority; something a person must do or must not do. A mandatory step cannot be skipped even when it seems unnecessary or inconvenient.
- Multi-step procedure
- Related: Procedure, Flowchart
A procedure made up of several actions that must be performed in a set order, often with decisions or approvals between steps. Skipping one step can cause later steps to fail.
- Flowchart
- Related: Multi-step procedure, Conditional
A diagram that uses boxes, arrows, and decision symbols to show the order of steps in a process. It helps readers see branches and places where a process can loop back.
- Conditional
- Related: Provision, Prerequisite
A statement that something happens only if a certain condition is met. Conditionals often use words such as 'if,' 'unless,' 'provided that,' or 'in the event that.'
- Provision
- Related: Clause, Conditional
A specific clause or requirement written into a policy, contract, or agreement. Provisions define rights, duties, limits, or exceptions that apply to the people or parties involved.
- Clause
- Related: Provision, Caveat
A distinct section or sentence within a legal or policy document that deals with one topic. Clauses are often numbered so they can be referenced elsewhere in the document.
- Prerequisite
- Related: Conditional, Procedure
Something that must be completed or put in place before another action can happen. For example, a signed form may be a prerequisite for receiving equipment or starting training.
- Waiver
- Related: Exemption, Provision
A written statement that gives up a right or requirement, or excuses someone from a rule. A waiver is usually voluntary and may apply only to a specific situation.
- Exemption
- Related: Waiver, Provision
An official exception that frees a person or item from a rule that would otherwise apply. Exemptions are usually granted in writing and may carry conditions or an expiration date.
- Liability
- Related: Provision, Clause
Legal responsibility for harm, damage, or loss, often including the duty to pay for it. Contracts may limit or shift liability between the parties.
- Confidentiality
- Related: Compliance, Policy
The duty to keep certain information private and not share it with people who are not authorized to see it. Confidentiality rules often cover customer data, salaries, and trade secrets.
- Amendment
- Related: Revision, Effective date
A formal change made to a contract, policy, or law after it has been adopted. Amendments usually require approval and take effect on a stated date.
- Jargon
- Related: Acronym, Undefined jargon
Specialized words or expressions used by a particular trade or profession that outsiders may not understand. Documents full of jargon require the reader to learn or look up the terms.
- Acronym
- Related: Jargon, Undefined jargon
A word formed from the first letters of a longer name, such as OSHA or FMLA. Acronyms save space, but they confuse readers who do not know what the letters stand for.
- Extraneous detail
- Related: Main idea, Inference
Information in a passage that is not needed to answer the question or understand the main point. Skilled readers set it aside so it does not distract them from key facts.
- Inference
- Related: Explicit, Main idea
A conclusion a reader draws by combining clues in the text with background knowledge. An inference is not stated directly but must be supported by evidence in the passage.
- Explicit
- Related: Inference, Ambiguity
Stated clearly and directly in the text so the reader does not have to guess. An explicit instruction tells exactly what to do and leaves little room for interpretation.
- Main idea
- Related: Extraneous detail, Inference
The central point or message that a passage is built around. The rest of the passage should support, explain, or illustrate the main idea.
- Context clue
- Related: Jargon, Inference
A hint in the surrounding words or sentences that helps a reader work out the meaning of an unfamiliar word. Examples, definitions, and contrasts are common types of context clues.
- Ambiguity
- Related: Explicit, Inference
The quality of having more than one possible meaning, so readers cannot tell which meaning is intended. Ambiguous instructions should be clarified before any work begins.
- Legalese
- Related: Boilerplate, Shall
The dense, formal style of language used in legal documents, full of long sentences and old-fashioned words. Legalese often makes simple rules and obligations hard to understand.
- Boilerplate
- Related: Legalese, Clause
Standard wording repeated in many documents with little or no change, such as routine legal clauses. Readers often skim boilerplate, but it can contain important terms.
- Caveat
- Related: Provision, Conditional
A warning or limitation attached to a statement, rule, or offer. A caveat tells the reader what the main point does not cover or when it does not apply.
- Stipulation
- Related: Provision, Prerequisite
A specific condition or requirement that parties agree to as part of a contract or agreement. Stipulations are binding and often must be met before something else can happen.
- Rescind
- Related: Null and void, Amendment
To cancel or take back an offer, rule, or decision in an official way. Once an item is rescinded, it no longer has effect, though actions already taken may still stand.
- Null and void
- Related: Rescind, Clause
Having no legal force or effect. A contract or clause that is null and void cannot be enforced by either party.
- Notwithstanding
- Related: Conditional, Provision
A formal word meaning 'despite' or 'even if.' It signals that a statement overrides or creates an exception to something that was just said.
- Shall
- Related: Mandatory, Compliance
In legal and policy writing, a word that means 'must' and creates a mandatory duty. Misreading 'shall' as optional can lead to serious compliance errors.
- Undefined jargon
- Related: Jargon, Context clue
Specialized terms used in a document without any explanation of what they mean. Readers must infer the meaning from context or find an outside source for definitions.