Problem
Requests Received Date Suamped, And Pat In Supervisor's Box Supervisor Distributes Requests to Clarks Cart Bromines Request To Determine Type Current Balance Changes Withdrawals Close Call Employce To Verify SP Determine Balance SP Determine Current Information Determine Balance SP Determine Balance Conflicta? Call Employee To Resolve Balence Enough? Balance? Ya Yu SP Make Changes And Print Out Call Employee To Verify Withdrawal Approve Claim And Send To Accounting Approve Claim And Send To Accounting Accounting Printa Check And Sends Back Anach Printout To Form Letter Accounting Printa Check And Sends Back Attach Check To Fonn Letter Attach Check To Form Letter SP Close Account And Print Out Abach Printout To Form Letter Complete Fom Leller Log Enter Information In Log Book And Place Form Latter In Out Box Notes:
"SP" is the Savings Plan Data Base A copy of a blank form letter is attached Date: Dear In response to your request via Savings Plan Form SP-190:
a) Your current balance is: $ Date:
b) Changes have been made to your account as marked on the enclosed printout.
c) Your withdrawal request has been processed as follows:
d) Request denied, insufficient balance
e) Check is enclosed
f) Your account has been closed as shown on the enclosed printout.
g) No balance in account. Check for balance is enclosed. If you have any questions, call me in the Benefits Claims Processing Department: Name: Telephone No.:
Task
• What do you think you should do now?
• How can you use existing data at this point to further your investigation?
• What data would you like to see next? What tools will you use?