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Clerical Functions
The following sections provide a list of clerical functions for Task Clerk/Office Specialist (OS II)/Stock Clerk and Client Service Technician/Office Specialist (CST)/OS III.
Some functions listed under Task Clerk may be performed by OS III/CSTs per office procedures.
Task Clerk/Office Specialist II Functions
Listed below are the desk priorities for a Task Clerk. Details for some functions are described in an individual chapter of the Clerical Handbook:
- Telephone [Refer to “Telephones, Confidentiality”]
- IDM Preparation and Scanning and Quality Assurance [Refer to “IDM Processing”]
- Periodic Report Processing [Refer to “SAR7/MSR Triage Processing”]
- Generating a receipt for a hand-delivered document and processing “Application for Verification of Birth, Death, Marriage or Divorce to Determine Eligibility for Public Assistance Program” (SCD 58). For more information, [Refer to “Verifications,” page 21-1 of the Common Place Handbook]
- Reports/Documents Distribution [Refer to “Processing Documents and Support Service Procedures”]
- Incoming and outgoing mail [Refer to “Mail”]
- Case Transfers/Reject/Assignments [Refer to “Case Transfers”]
- Closing cases [Refer to “Closing Cases”]
- Schedule Immediate Need/Expedited Services appointments [Refer to “Immediate Need and Expedited Services”]
- Packets Preparation and Distribution [Refer to “Intake/RRR Packets,” page 24-1] of the Common Place Handbook.]
- Control Clerk duties [Refer to “Control Clerk”]
- Creating TMTs [Refer to “Task Management Tool (TMT)”]
- Other duties as assigned by the OMC.
Office Specialist (OS) III, OS III/Client Services Technician (CST) Functions
The functions listed below are major assignments of the OS III, and/or CST:
- Intake Reception/Processing Applications [Refer to “Reception Procedures”]
- Processing ICT Requests [Refer to “Electronic Inter County Transfer (eICT)”]
- Completing Identification and Intake Record (SCD 41) [Refer to “Reception Procedures”]
- Food Stamp Expedited Services Reception [Refer to “Immediate Need and Expedited Services”]
- MEDS Transactions [Refer to “Introduction”]
- Issuing Medi-Cal Cards [Refer to “Issuing Benefit Identification Card (BIC) Process”]
- Fiscal Process [Refer to “DEBS Office Fiscal Procedures”]
- Application and Registration functions [Refer to “Application Registration”]
- Case Transfers/Reject/Assignments [Refer to “Case Transfers”]
- Other duties as assigned by the OMC.
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