Casefile Reviews 430-05-05-20-20

(Revised 06/01/09 ML3182)

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  1. Know and remember the purpose of the review. Typical reasons for reviewing are to see what is happening (perception checks), to help a worker become more efficient and accurate (training and corrective action), and to document a problem or success.
  2. Resist the temptation to write up as a review every "wrong" case that is found in the course of business. This habit makes the review sample weighted on the negative side. Take these cases back with a memo, note, etc. so that corrective action can be taken.
  3. A review should NOT increase the employee's workload. It is acceptable to fix someone else's mistakes - learning can still take place.
  4. Keep expectations reasonable. Perfection is not the goal - correct payments and proper procedures are.
  5. Recognize good work.
  6. When reviewing:
  1. Use the following review forms: