SENIOR CASE DATA CLERK

Job Specifications

Class Code:	BN6
Analyst:	SA

Date Originated:	5/82
Date Revised:	2/89, 2/08

SANTA CRUZ COUNTY

DEFINITION

Under direction, to review source documents for input into the Case Data System for completeness and conformity to prescribed standards; to assist in training departmental employees in data processing procedures; and to do related work as required.

DISTINGUISHING CHARACTERISTICS

These positions are distinguished by their responsibilities for reviewing input into the Case Data System in the Human Services Department  for completeness, proper coding and proper placement of entries, necessary authorization, and conformance with applicable rules and regulations. The incumbents also serve as a resource to departmental employees on input procedures, and assist in providing training on the Case Data System to new staff.

TYPICAL TASKS

Reviews data input documents for accuracy, completeness and conformance with applicable rules and regulations; returns incorrect documents, indicating correct entries or referring to sections in instruction manuals; contacts worker originating the source document to clarify unusual entries or determine what effect the document is intended to produce; advises works of proper procedures in unusual or complex situations, explains procedures for reversing entries and erasing incorrect data from case records; checks daily listings of error messages against subsequent output to see that errors are corrected and to alert appropriate staff to errors that would affect proper issuance of a welfare warrant; advises supervisor of recurring or program errors; assists in assembling instructional materials and presenting training to new departmental employees on data input procedures and use of coding and instruction manuals; sorts input documents and determines priority of submission; batches documents and submits to data processing; screens output for accuracy by comparing with control logs; sorts turnaround documents, computer reports and other output materials for routing to appropriate personnel; may provide vacation or other temporary relief for supervisor or for other classes as required.

EMPLOYMENT STANDARDS

Knowledge:

• Working knowledge of office record keeping practices and procedures;
• Some knowledge of elementary data processing business applications to clerical record keeping systems.

Ability to:

• Perform complex clerical work involving independent judgment and requiring attention to detail, accuracy and speed;
• Learn and apply a wide variety of codes and procedures and use of coding and instruction manuals;
• Analyze problem entries and recommend appropriate procedures to accomplish desired objectives;
• Establish and maintain cooperative working relationships with departmental personnel and others contacted in the course of work;
• Establish priorities and schedule work to meet deadlines;
• Make arithmetic calculations.

Training and Experience: Any combination of training and experience, which would provide the required knowledge and abilities, is qualifying. A typical way to obtain these knowledge and abilities would be:

Two years of experience in general office work with demonstrated possession of the knowledge and abilities listed above.

Retitled from: Case Data Clerk

Benefit Status:  41

EEOC:  06

Occupational Category:   01

Workers Comp:  53