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Clerical Processing
When documents are sent to the FC bureau they are reviewed by the FC clerical staff before distributed to assigned to FC EWs. When the FC EWs have completed the required work on the documents, the documents are scanned to the IDM System with the associated IDM case. The scanned documents are kept for two months and then destroyed.
Note: The FC Clerical must follow the policy for IDM located on the bottom left hand corner of the form.
The Workflows listed in this section of the handbook include general guidelines for the following:
- Document Identification.
- Adding a case to CalWIN.
- Adding FC providers to CalWIN
- Processing requests for Social Security Cards and Birth Certificates.
- Phone Support.
- Assigning cases in CalWIN.
- Dealing with clients in the lobby.
- The TMT for assigning tasks based on documents received.
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