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Course Completion – Is the End for now? Quiz

  1. 1. Which of the following actions can be executed from the ” Bulk Actions” button:

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  2. 2. To log out of your account or switch accounts:

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

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

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  5. 5. When adding a new claim, in the Configuration tab,

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    You will find the several boxes:

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

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  7. 7. In the Agency’s Documents section, you will see in a tabular view all the documents for the entire Agency.

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  8. 8. To reset your password, you need to navigate to your agency’s login screen and click on the “Can’t log in” label at the bottom of the form.

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

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  10. 10. Which options are part of the icon drop-down menu?

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  11. 11. On Summary tab:

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    You can switch between Personal and Professional by clicking on each individual tab.

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

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

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

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  15. 15. In Users Activity section, you can see the latest activity of your users.

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

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  17. 17. Who can manage a client?

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  18. 18. Each document need to have an Issued Date and Expiration date.

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  19. 19. Please fill the blank

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    On User's Calendar, the default view for desktop is .

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

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  21. 21. Fill in the blank space

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

  22. 22. On Agency’s Users, the filters for providers are:

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

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  24. 24. What are the available statuses for the documents?

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  25. 25. On Reports, Range, Provider and Type are the filters applied for the search.

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  26. 26. On Expiring documents, you can send an SMS to the provider in the four categories.

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  27. 27. You can add comments to every datasheet.

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  28. 28. Announcements’ section contains the list of all the announcements sent by the platform to the providers.

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  29. 29. On Credentials subsection, you can view and modify the assigned credentials.

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  30. 30. In the User section, it is displayed a list of the providers linked to the client.

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