Fsi: Managing CACS, Disbursing Orders, And Case Files- Assessment A

The correct answer is Disaster Registration and Case Record (Form 901). This form is used to record the necessary information to meet the client's needs and to track the progress of the case. It allows for the efficient management of disaster-related cases and ensures that all relevant information is properly documented and accessible.

The caseworker should first verify that the numbers listed on the Charge-Out Record (Form 1032) match the envelope numbers. This ensures that the correct cards are being issued to the clients and helps in maintaining accurate records.

The correct answer is Disbursing Order Charge-Out Record (Form 5740). This form would be used to record the transfer of Disbursing Orders from FSI to the caseworker. It is specifically designed for keeping track of the charge-out and return of Disbursing Orders, ensuring accountability and proper record-keeping. The other options, such as the Daily Record of Disbursing Orders Issued (Form 2034), Identification Log, and Disaster Operations Control (Form 5266), are not specifically designed for this purpose.

If one Disbursing Order is missing, the next step would be to ask the caseworker to check her paperwork to determine if a Disbursing Order has been issued but not recorded on the Charge-Out Record. This is the most logical and practical course of action to take in order to locate the missing Disbursing Order. Notifying the caseworker's supervisor or FSI at DRO headquarters may be necessary depending on the outcome of the caseworker's investigation, but it is not the immediate next step.

FSI workers perform various tasks during the Disbursing Order process, including assigning Disbursing Orders to caseworkers, returning unused Disbursing Orders to inventory, and recording basic caseworker information onto the Identification Log. However, they do not issue Disbursing Orders to clients. This task is typically performed by caseworkers or other authorized personnel who directly interact with the clients.

The Identification Log is a record that contains important information about the caseworker. It includes the caseworker's driver's license number, which is used to verify their identity. The log also includes the caseworker's signature and printed name, which serves as a confirmation of their involvement in the case. Additionally, the caseworker's Disaster Services Human Resources (DSHR) number is included in the log, which allows for easy identification and tracking of the caseworker's assignments and responsibilities. Therefore, all of the options mentioned above can be included in the Identification Log.

The primary responsibility of the FSI Service Associate is to distribute and account for the usage of Disbursing Orders and Client Assistance Cards, maintain confidential client case files, and process, gather, and consolidate statistical information for Red Cross leadership. However, processing staff expense reports and travel vouchers is not listed as a primary responsibility of the FSI Service Associate.

After the caseworker gives you the unused Client Assistance Cards and the original copy of the Charge-out Record, the next step is to securely store the caseworker's unused cards, materials, and envelope. This is done to ensure that they can be reissued to the same caseworker the next day. By doing this, the organization can maintain a proper record and ensure that the caseworker has access to the necessary resources when they return for their shift.

The first step you should take is to ensure that all four copies of the Disbursing Order are present. This is important because if any of the copies are missing, it could lead to complications in the processing of the order. By verifying that all four copies are present, you can ensure that the order is complete and ready for further processing.

When reassigning Client Assistance Cards (CACs) to another caseworker, it is recommended to reassign CACs with the lowest envelope numbers first. This approach ensures that the caseworker receives the CACs in a sequential order, allowing for easier organization and tracking of the cards. By starting with the lowest envelope numbers, it also ensures that any urgent or time-sensitive cases are addressed promptly.

In the DSHR system, a specific job that is performed within an activity is called a task. A task refers to a specific activity or assignment that needs to be completed as part of a larger job or project. It is a discrete unit of work that contributes to the overall goal or objective. In the context of the DSHR system, tasks are likely to be defined and assigned to individuals or teams to ensure efficient and effective execution of activities.

In the given scenario, when you have a question about a Disbursing Order and your Supervisor is not available, the best resource for technical guidance would be a FSI Manager. The FSI Manager is responsible for overseeing the financial operations and transactions within an organization, including disbursing orders. They have the knowledge and expertise in this area, making them the ideal person to provide guidance and assistance in resolving any queries or issues related to disbursing orders.

The correct answer is to identify which hard copy has been declared as the "master file" by the Client Casework supervisor and write the word "Master" at the top of this 901 file. This step is important because it designates one of the case files as the main or primary file for the combined case. It helps in organizing and distinguishing the files, ensuring that the correct information is easily accessible and that any updates or changes are made to the designated master file.

The correct answer is "All of the information comes from the CAC Authorizations." This means that the information needed to complete the Daily Record of Value of Client Assistance Cards Issued (Form 1031) is sourced entirely from the CAC Authorizations. No information is obtained from any other source such as the CAC Charge-Out Record or the Register of Purchases envelope.

If the case file has a red asterisk, it indicates that the file is restricted and can only be given to a supervisor or a service delivery site manager. Therefore, the correct action to take is to inform the caseworker that the case she requested is restricted and cannot be given to her.

To complete the Daily Record of Value of Client Assistance Cards Issued (Form 1031), it is necessary to sort the CAC Authorizations by county. This step is important in order to organize and group the CAC Authorizations based on their respective counties. By sorting them in this manner, it becomes easier to calculate and record the total value of client assistance cards issued for each county accurately. Sorting the CAC Authorizations by county helps in maintaining a systematic and organized record of the value of client assistance cards issued.

The correct answer describes the Client Assistance Card as being similar to a debit or gift card. It also states that the card can be issued alone or in combination with a Disbursing Order. This suggests that the Client Assistance Card can be used as a form of financial assistance for clients, similar to a credit card, but with the added flexibility of being able to be issued in combination with a Disbursing Order.

The correct answer is "Prepare you to perform the tasks of an FSI Service Associate on a DRO." This answer is correct because the purpose of the Financial & Statistical Information (FSI) course is to provide training and preparation for individuals to perform the tasks of an FSI Service Associate on a Disaster Recovery Operation (DRO). The other options mentioned in the question, such as completing the Disaster Registration and Case Record (Form 901) and issuing Disbursing Orders and Client Assistance Cards, may be tasks that are part of the role of an FSI Service Associate on a DRO, but the main purpose of the course is to prepare individuals for this role.

The correct answer is "Each county affected by the disaster." This is because the Daily Record of Disbursing Orders Issued (Form 2034) needs to be completed separately for each county that has been impacted by the disaster. This is important for tracking and documenting the disbursing orders specific to each county and ensuring accurate record-keeping.

The correct answer is to remove the yellow copy of the Daily Record of Disbursing Orders Issued (Form 2034). This is the first step because it is necessary to separate the yellow copy from the other copies before completing any further actions. By removing the yellow copy, it allows for the completion of the bottom portion and the attachment of the other copies to the Disbursing Orders. Once this step is completed, the package can then be sent to FSI at DRO headquarters.

The first step in packaging the Daily Record of Value of Client Assistance Cards Issued (Form 1031) and CAC Authorizations for transmittal is to remove the yellow copy of the Daily Record of Value of Client Assistance Cards Issued (Form 1031).

The correct answer is the number assigned to the caseworker from the left-side column on the Identification Log. This is because the "Identification of worker receiving cards" field on the Charge-Out Record requires the number assigned to the caseworker, which can be found on the left-side column of the Identification Log.

The first step to take is to check if the case is entered into the Client Assistance System (CAS) by looking for the CAS Case number written by hand on the front of the 901. This step ensures that the case is already documented and avoids duplicating efforts.

When different expense classifications appear on the same Disbursing Order, it is recommended to record the entire amount of the Disbursing Order under the expense class with the largest dollar amount on the Daily Record of Disbursing Orders Issued (Form 2034). This ensures that the highest expense is properly accounted for and recorded.

The correct answer is to remove the original Charge-Out Record from the caseworker envelope. This is the first step that should be taken when a voided CAC card is returned.