CRA Week 1 Training

CRA Vetting Handoff

100

Who is responsible for completing simple SRT request?

CRA’s 

200

_{Who is responsible for completing a complex SRT Request?}

_{Data Delivery Team} 

300

^{What steps must a CRA take before they handoff an SRT?}

^{Update the SRT with all relevant requirements, comments and attachments.}

400

If the data delivery team lead needs additional information for a request, what steps should they take to get that information?

_{Reassign the ticket back to the CRA and tell the CRA the information to collect from the customer.}

500

_{What button do you use to reassign a ticket?}

_{Assign & Comment Button}

CRA Vetting Handoff

100

After the CRA satisfies all the requirements for the SRT that the Data Delivery Team Lead requested what happens next?

_{The Data Delivery Team Lead closes the SRT.}

200

What page number of the SOP shows the message that a Data Delivery Team Lead should add in the comments when they close a ticket? 

Page 6

300

_{What button do you use to see additional details about an SRT?}  

_{See Details Button}

400

_{What button do you use to close a SRT?} 

_{Case Closure Button}

500

_{What button do you use to add documents to an SRT?} 

_{Add Files Button}

Factors to Consider when reviewing a request

100

_{What is the first step in the request intake decision process?}

_{Determine if the ticket can be routed to another area.}

200

_{If the request is not routed to another BU what's the next step to determine?}

_{Can an existing data product meet the customer needs.} 

300

_{If the CRA determines that a product will satisfy the customer request what's the next step?} 

_{Add notes and close the SRT.} 

400

_{Give a reason why CRAs deny SRT?} 

_{Request does not align with the IRS & HCO goals.} 

500

_{What business unit feeds data into Treasurys environment?}

_{Data Management Office (DMO)}

Flow Chart

100

^{Which shape is used to indicate key decisions related to data?}

^Diamond

200

_{What are the two different tools we use to create a flow chart?}

^{MS Whiteboard and MS Visio}

300

_{What does it mean when there is a circle in a flow chart?}

_{Changes to data only (no movement)}

400

_{What is the purpose of the flow chart SOP?}

_{To explain what a data flow diagram is, why they are important, and how to create them.}

500

_{What are the five things that should be described in the comments of each shape?}

_{What, who, where, how and when.}

Managing Client Expectations

100

With managing client expectations, what principle would you use when: Data Delivery has a queue of projects. Some projects are prioritized higher than others.

_{Be realistic about project prioritization.}

200

_{How many principles for managing client expectations are there?}

_{6 principles}

300

_{What type of request would have a shared time estimate for the intake process of 1-2 weeks?}

_{A report}

400

_{Why is it important to have an SOP about managing client expectations?}

_{Having an SOP helps CRAs set appropriate expectations with clients throughout the intake process.}  

500

_{What are the four factors that affect timeframes?}

_{Location of, access to and quality of, data sources; Evolving requirements; Routine challenges; Enterprise priorities.}