Casefile Reviews 430-05-05-20-20
(Revised 01/01/04 ML2893)
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- Know and remember the purpose of the review. Typical reasons for reviewing are to see what is happening (perception checks), to help a worker become more efficient and accurate (training and corrective action), and to document a problem or success.
- Resist the temptation to write up as a review every "wrong" case that is found in the course of business. This habit makes the review sample weighted on the negative side. Take these cases back with a memo, note, etc. so that corrective action can be taken.
- A review should NOT increase the employee's workload. It is acceptable to fix someone else's mistakes - learning can still take place.
- Keep expectations reasonable. Perfection is not the goal - correct payments and proper procedures are.
- Recognize good work.
- When reviewing:
- Record the good work and serious problems.
- Share a summary of what you found giving suggestions to improve the quality/effectiveness.
- Correct payment and/or procedural errors.
- Train as needed.
- Use the following review forms:
- SFN 701 - Case Review Form
- SFN 488 - Food Stamp Program Case Review
- SFN 293 - Food Stamp Program Negative Case Review
- SFN 337 - Food Stamp Program Claim Review