WHOA Agent XYZ: It appears that what you are looking for is a whole A to Z course in the administration of a real estate office and for someone to take the time and trouble of educating you, which is a tall order and not something done in this venue.
But, for a brief start consider the following:
Employment Contracts: The variations in employment contracts are endless and you are advised to learn what is "standard" and generally acceptable to the agents in your area.
Procedure Manual: Containing checklists and step-by-step procedures to be followed in relation to the matter at hand and a TO-DO list of What is to be done by Whom and When it was actually done.
Chronology File: For each client, noting all details of conversations, disclosures made and acknowledged, telephone calls, letters, documents, E-mails, etc. from initial contact giving you a complete picture about what has been said or done todate and by whom and what has yet to be done and by whom, until you have fulfilled the obligation of your retainer and the file is closed.
The broker and agent have up-to-date computer access to everything transpiring on the file and when the file is closed the broker prints out a computer copy for himself and the agent, but retains all the original’s for his own file.
If you do not currently have file management software on your computer, there is a simple method for setting up your files, without one.