Course Completion – The End? Quiz

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  1. 1. In the Services subsection, when a new one is added or an existing one is modified:

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    you must add the Allowed Credentials and Billing Codes.

  2. 2. Which items are shown in the Top bar?

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  3. 3. Within the Template Documents subsection, you can configure:

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  4. 4. When creating a new invoice, in the General tab, you must select:

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  5. 5. On Reports, right next to the Date, you will see an alert icon that will point you to the status of this event.

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  6. 6. You can filter clients by:

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  7. 7. Is there a mobile version of the platform?

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  8. 8. Depending on your role in the Agency (user or administrator) you will see a list of all your accesses.

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  9. 9. How can you see the documents for other providers other than yourself?

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  10. 10. On Agency’s Required documents you will see all the human resources required documents by the agency.

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  11. 11. In Payroll section, you will be able to create and find the invoices for every client in the agency.

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  12. 12. In Datasheets, for days when there is no event, they will appear greyed out.

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  13. 13. Fill the Gap:

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    The email address for our support ticket system is .

  14. 14. You can view the Invoices organized by:

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  15. 15. You can reset your password, by accessing app.officepuzzle.com, typing your email, clicking on Continue and choosing Reset password.

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  16. 16. What are the filters that can be applied for the search on Client’s Documents?

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  17. 17. Through Chat, you can reach us from 9:00 AM to 5:00 PM.

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  18. 18. All unanswered conversations received are automatically converted into tickets.

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  19. 19. You will be able to see the invoice number, amount, and status.

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  20. 20. In Administrators’ section, you can add and remove the administrators of the agency.

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  21. 21. In the Credentials subsection, when adding or modifying one of them, you must type:

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  22. 22. On Clients, you can add/remove access to the user.

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  23. 23. On Charts, which of the filters are shown, but not limited to:

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  24. 24. In Agency’s Clients, you will see the list of all the clients available for the agency.

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  25. 25. Fill in the blank space

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    On Files section, you can change the view according to Date, , or Size.

  26. 26. The Account Profile subsection details all the agency’s personal information.

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  27. 27. In Agency’s Invoices section, you will find the agency’s invoices.

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  28. 28. Choose the available statuses for the Service log:

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  29. 29. You can change your password from within the application itself.

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  30. 30. Select which fields can be displayed in Users Activity section:

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