Flowchart1 Assignment
Fall 2018
Home Mortgage
NOTE: This is a simplified version of a process for the purpose of illustrating flowcharting techniques.
NARRATIVE
The Buyer selects a new home using the Zillow Program, which reads the Seller and Property Tax Master files, and then
sends the Home Selection to the Realtor. The Realtor downloads a Home Report from the Multiple Listing Service using
the MLS Program, which reads the Seller and Property Tax Master files. The Realtor prepares an Offer Letter and sends it
to the Seller. After an Approved Offer Letter is received from the Seller, the Realtor creates four copies of the Purchase
Contract using the Real Estate Documents Program which retrieves information from the Property Tax Master file,
updates the Property Tax Transaction file, and adds a new record to the Purchases Transaction file. Copy 1 of the Purchase
Contract is sent to the Buyer, Copy 2 is sent to the Seller, Copy 3 is sent to the Title Company, and Copy 4 is filed in the
Pending Purchases file cabinet by date, then buyer name.
After receiving the Purchase Contract from the Realtor, the Buyer writes an Escrow Check, and then applies to the
Homeowners Association online using the HOA Program which retrieves information from the Homeowners Master file
and adds a new record to the HOA Application Transaction file. The Buyer also completes a Mortgage Application using
the Mortgage Program which updates the Buyer Master file and adds a new record to the Mortgage Application
Transaction file. The Mortgage Application is sent to the Mortgage Company, and the Escrow Check is sent to the Real
Estate Broker.
The Mortgage Company reviews the Mortgage Application, and then performs a Home Appraisal. The Mortgage Company
also creates two copies of the Mortgage Commitment using the Mortgage Program which retrieves information from the
Bank Master file, updates the Buyer Master file, and adds a new record to the Mortgage Transaction file. Copy 1 of the
Mortgage Commitment is sent to the Buyer. Copy 2 is filed in the Approved Mortgages file cabinet by buyer name, then
by date, along with the Mortgage Application and the Home Appraisal.
The Title Company reviews the Purchase Contract, and then performs a Title Search using the Title Program, which views
the Title Master file. The Title Company also creates Title Insurance using the Title Program which retrieves information
from the Title Master and adds a new record to the Insurance Transaction file. Next, the Title Company prepares three
copies of the Closing Documents using the Title Program, which views the Title Master and Insurance Transaction files.
Copy 1 of the Closing Documents is sent to the Buyer, and Copy 2 is sent to the Realtor. Copy 3 of the Closing Documents
is filed in the Closing Documents file cabinet by parcel number, along with Copy 3 of the Purchase Contract and the Title
Insurance.
Finally, the Buyer files Copy 1 of the Purchase Contract, Copy 1 of the Mortgage Commitment, and Copy 1 of the Closing
Documents in the Home Purchase file cabinet by date. The Realtor retrieves Copy 4 of the Purchase Contract from the
Pending Purchases file cabinet, and then sends it to the Real Estate Broker, along with the Approved Offer Letter and Copy
2 of the Closing Documents.
INSTRUCTIONS:
Review the Flowchart Assignment and Academic Integrity sections of the syllabus regarding working independently.
You are creating a deliverable for a client that flowcharts in a specific style as shown in the Flowchart Process slides.
Create a flowchart using Microsoft Excel - use the same black and white color scheme as shown in the example provided.
Save the Excel file as a PDF file fitting on one page - be sure the complete labels can be seen inside each symbol.
Name the file: Flowchart# [First name] [Last name] - Example: Flowchart1 Renee Richardson
As mentioned in the Flowchart Process slides - Attention to detail is very important.
Flowchart2 Assignment
Summer 2018
Utility Billing
NOTE: This is a simplified version of a process for the purpose of illustrating flowcharting techniques.
NARRATIVE
The Meter Reader prints the Meter Forms for each customer using the Meter Processing Program which retrieves data
from the Customer Master and Meter Reading Transaction files. The Meter Reader then runs a Customer List using the
Meter Processing Program and the Customer Master file and compares the Meter Forms with the Customer List. The
Meter Reader enters the current meter reading into the Meter Processing Program which views the Customer Master file
adds a record to the Meter Reading Transaction file, and then files the Customer List in the Customer file cabinet by
customer name before sending the Meter Forms to the Meter Processing Clerk.
The Meter Processing Clerk runs a Customer Activity Summary using the Meter Processing Program which reads the
Customer Master and the Meter Reading Transaction files, and then compares the Meter Forms with the Customer
Activity Summary. The Meter Processing Clerk prints three copies of the Customer Activity Detail using the Meter
Processing Program which reads the Customer Master and the Meter Reading Transaction files. Copy 1 of the Customer
Activity Detail is sent to the Manager with the Meter Forms, Copy 2 is sent to the Billing Clerk, and Copy 3 is filed with the
Customer Activity Summary in the Meter Readings file cabinet by the Meter Reader’s employee ID number.
The Billing Clerk prints Customer Bills using the Customer Billing Program which retrieves data from the Customer Master
and Meter Reading Transaction files while updating the Customer Billing Transaction file. The Billing Clerk compares the
Customer Bills with the Customer Activity Detail, and then prints three copies of the Customer Billing Report using the
Customer Billing Program which retrieves data from the Customer Master and Customer Billing Transaction files. The
Billing Clerk sends Copy 1 to the Accounts Receivable Department and Copy 2 to the Manager. Copy 3 is filed with the
Customer Activity Detail in the Customer Billing file by customer number then by date. The Billing Clerk sends the
Customer Bills to the Billing Supervisor.
The Manager compares the Customer Activity Detail and the Customer Billing Report, and then enters an approval code
by accessing the Customer Billing Program and updating the Customer Billing Transaction file. The Manager files the
Customer Activity Detail with the Customer Billing Report and the Meter Forms in the Approved Customer Billing file by
date.
INSTRUCTIONS:
Review the Flowchart Assignment and Academic Integrity sections of the syllabus regarding working independently.
You are creating a deliverable for a client that flowcharts in a specific style as shown in the Flowchart Process slides.
Create a flowchart using Microsoft Excel - use the same black and white color scheme as shown in the example provided.
Save the Excel file as a PDF file fitting on one page - be sure the complete labels can be seen inside each symbol.
Name the file: Flowchart# [First name] [Last name] - Example: Flowchart1 Renee Richardson
As mentioned in the Flowchart Process slides - Attention to detail is very important.
Page 1 of 1
Product Designer
Production Manager
Assembly Technician
1
Product Costs
1
Production Order
Operations List
Accounting Department
1
Product
Master
Engineering Department
Production
Schedule
Program
Creates a Master Production
Schedule
Enters information from
Product Costs and Product
Specifications
Creates and Prints two copies of
the Bill of Materials
Product
Development
Program
Master Production
Schedule
Product
Master
Bill of
Materials
Transaction
2
Product
Master
Production
Schedule
Program
Creates and Prints three
copies of the Production
Order
3
2
Creates and Prints two copies of
the Operations List
Product
Development
Program
Operations
List
Transaction
Production
Schedule
Transaction
Production
Order
Transaction
1
Bill of Materials
Product
Master
Inventory
Master
Production
Schedule
Transaction
Product
Master
Product
Development
Program
3
Production Order
B
Raw Materials
Inventory Clerk
Finished
Goods
Raw Materials
Inspects the
Finished Goods
Creates the Finished
Goods listed on the
Production Order
3
Production Order
1
Production Order
Finished
Goods
Finished
Goods
3
Production Order
1
Production Order
Signs-off on the
Production
Order
B
Signs-off on the
Production
Order
3
Production Order
Operations List
Production
2
Production Order
1
Production Order
D/N
2
Finished
Goods
Operations List
3
Production Order
Bill of Materials
c
Finished
Goods
Product Design
1
1
Production Order
Operations List
Product
Specifications
1
Bill of Materials
1
Master Production
Schedule
Operations List
1
D
3
Production Order
A
Product Costs
A
D
1
Production Order
1
Bill of Materials
Finished
Goods
3
Production Order
1
Production Order
1
Production Order
2
2
C
A
Bill of Materials
Product
Specifications
Quality Control Team
Production
Planning
N
Completed
Production
N/D
Inventory Clerk
Completed
Production
A/D
Meter Reader
Meter
Processing
Program
Prints the Meter
Forms for each
customer
Meter Processing Clerk
Customer
Master
Meter
Reading
Transaction
Manager
Billing Clerk
2
Meter Forms
1
A
Customer
Master
Meter
Processing
Program
Runs a Customer Activity
Summary
Meter Forms
Customer Activity
Detail
Customer Activity
Detail
C
Customer
Master
B
Meter Forms
Meter
Reading
Transaction
Customer
Billing Program
Prints Customer
Bills
Meter
Reading
Transaction
Customer
Billing
Transaction
2
Meter
Processing
Program
Runs a Customer
List
Customer
Master
Customer Billing
Report
Customer
Activity
Summary
Customer Bills
D
2
Customer
Activity
Summary
Customer List
Customer Activity
Detail
2
Customer Billing
Report
Customer Bills
1
Meter Forms
Customer Activity
Detail
Customer List
Meter Forms
Compares Meter
Forms with
Customer
Activity
Summary
Compares
Meter Forms
with Customer
List
Compares
Customer Bills
with Customer
Activity Detail
Compares
Customer
Activity Detail
and Customer
Billing Report
2
Customer Activity
Detail
Customer
Activity
Summary
2
Customer Bills
Customer Billing
Report
Meter Forms
Customer List
1
Customer
Master
Meter Forms
Meter
Processing
Program
Enters the current
meter reading
Customer List
Customer
A
Customer
Master
Meter
Reading
Transaction
Meter
Processing
Program
Prints three copies of the
Customer Activity Detail
Meter
Reading
Transaction
Customer
Master
Customer Activity
Detail
Customer
Billing Program
Enters approval code
Customer
Billing
Transaction
3
Customer Monthly
2
Detail Report
Customer Monthly
1
Detail Report
Customer Activity
Detail
Meter Forms
2
Customer Billing
Report
1
Meter Forms
A
Customer Activity
Detail
1
Customer
Billing Program
Prints three copies of the
Customer Billing Report
Approved
Customer
Billing
Customer
Billing
Transaction
3
Customer Billing
2
Report
Customer Billing
1
Report
Customer Billing
Report
D
1
Customer Billing
Report
Accounts Receivable Department
Customer Activity
Detail
Meter Forms
2
B
Customer Billing
Report
D
2
Customer Activity
Detail
C
2
Customer
Billing
Customer Activity
Detail
3
3
Customer Activity
Detail
Customer Activity
Summary
Meter
Readings
N/D
Customer Billing
Report
N
Customer Bills
Billing Supervisor
Flowchart1 Assignment
Summer 2018
Production Process
NOTE: This is a simplified version of a process for the purpose of illustrating flowcharting techniques.
NARRATIVE
The Product Designer receives Product Costs from the Accounting Department and Product Specifications from the
Engineering Department, and then enters information from these two documents into the Product Development Program
which adds a new record to the Product Master file. The Product Designer then creates and prints two copies of the Bill of
Materials using the Product Development Program which reads data from the Product Master file and updates data in the
Bill of Materials Transaction file. The Product Designer also creates and prints two copies of the Operations List using the
Product Development Program which retrieves data from the Product Master file and updates data in the Operations List
Transaction file. Copy 2 of the Bill of Materials and the Operations List are filed along with the Product Costs and Product
Specifications documents in the Product Design file cabinet by product name. Copy 1 of the Bill of Materials and the
Operations List are sent to the Production Manager.
The Production Manager creates a Master Production Schedule using the Production Schedule Program by viewing data
from the Product Master and Inventory Master while creating a new record in the Production Schedule Transaction file.
The Production Manager then creates and prints three copies of the Production Order by retrieving data from the Product
Master and updating the Production Schedule and Production Order Transaction files. Copy 1 of the Production Order is
sent to the Assembly Technician. Copy 2 of the Production Order is filed in the Production file cabinet by date then by
production order number. Copy 3 is sent to the Quality Control Team. The Master Production Schedule is filed in the
Production Planning file cabinet by product number, along with the Bill of Materials and Operations List.
The Assembly Technician receives the Raw Materials from the Inventory Clerk, creates the Finished Goods listed on the
Production Order, and then signs off on the Production Order. [NOTE: Use a parallelogram symbol to represent the Raw
Materials and the Finished Goods]. The Finished Goods are sent to the Quality Control Team. The Production Order is filed
in the Completed Production file cabinet by employee number then by date. The Quality Control Team inspects the
Finished Goods, and then signs off on the Production Order. The Finished Goods are sent to the Inventory Clerk. The
Production Order is filed in the Completed Production file cabinet by employee name then by date.
INSTRUCTIONS:
You are creating a deliverable for a client that flowcharts in a specific style as shown in the Flowchart Process slides.
Create a flowchart using Microsoft Excel - use the same black and white color scheme as shown in the example provided.
Save the Excel file as a PDF file fitting on one page - be sure the complete labels can be seen inside each symbol.
Name the file: Flowchart# [First name] [Last name] - Example: Flowchart1 Renee Richardson
Page 1 of 1
Flowchart2 Assignment
Fall 2018
Booking a Flight
NOTE: This is a simplified version of a process for the purpose of illustrating flowcharting techniques.
NARRATIVE
A Traveler receives a Guidebook from Amazon and makes a Locations List to visit. The Traveler also views locations online
using the Google Maps Program which reads the Earth and Satellite Master files. After comparing information from the
guidebook with information on Google Maps, the Traveler revises the Locations List, and then makes Flight Selections
using the Airlines Program by retrieving information from the Customer and Flights Master files and entering information
into the Customer and Flights Transaction files which sends the Flight Selections to Expedia. The Traveler also prints two
copies of the Itinerary using the Airlines Program which views the Customer and Flights Master files and Customer and
Flights Transaction files. The first copy is filed in the Travels file cabinet by date. The other copy is sent to a Friend the
Traveler will be visiting.
Expedia uses the Flight Selections to confirm prices with the airlines using the Reservations Program which reads the
Flight Schedule and Flight Pricing Master files and sends a Price Confirmation to the Traveler. The Traveler reviews the
Price Confirmation before making a payment using the Payment Program which updates the Customer and Flights
Transaction files and sends Payment Information to the Bank.
The Bank processes the payment using the Credit Card Program which reads the Bank Account Master file and updates
the Credit Card Transaction file. The Bank creates three copies of the Payment Confirmation using the Credit Card
Program which views the Customer Account Master and Credit Card Transaction files. The first copy is sent to the
Traveler, the second to Expedia, and the third copy is filed in the Credit Card Payment file cabinet by customer name then
by date. Expedia flags the flights as paid using the Reservations Program which reads the Customer Master file and
updates the Flights Transaction file while printing a Paid Confirmation that is filed in the Paid Flights file cabinet by
customer number.
INSTRUCTIONS:
• Review the Flowchart Assignment and Academic Integrity sections of the syllabus.
• Create a deliverable for a client that flowcharts in a specific way as shown in the Flowchart Process slides.
• Use the same black and white color scheme, arrow style, and overall style as shown in the example flowchart.
• Create the flowchart using Microsoft Excel.
• Save the Excel file as a PDF file fitting on one page - use the portrait page orientation.
• Name the file: Flowchart# [First name] [Last name] - Example: Flowchart2 Renee Richardson
• As mentioned in the Flowchart Process slides - Attention to detail is very important.
CAUTION:
When saving a file from Excel to PDF, some of the labels inside the symbols will usually be cut off. Be sure to read the
labels inside each symbol in the PDF file very carefully before submitting. Also, saving a PDF file as multiple pages, instead
of one page, usually results in a poor grade because multiple pages usually cut off symbols and affect the column flow. If
the disruption of flow is severe, the flowchart will receive a grade of zero, just as a client would reject your submission.
Remember, you are providing a document to a client that must be presentable to chief executives and auditors.
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