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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. You can view the Invoices organized by:

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  3. 3. 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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  4. 4. You can add comments to every datasheet.

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

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

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

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

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

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

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  11. 11. Select the categories displayed in Agency’s Expiring Documents:

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

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  13. 13. What sections are available in the Client’s dashboard?

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

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  15. 15. In the Service Plan, Imported Data Tab don’t reflect raw data to be imported into the system.

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  16. 16. You can filter clients by:

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  17. 17. How many views are available in the Calendar for the users and clients?

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  18. 18. Which events can you see on the User’s Calendar?

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  19. 19. You can only access your agency’s login page directly, by accessing [your agency domain].officepuzzle.com.

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  20. 20. On Summary tab:

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

  21. 21. Who can create events on Calendar?

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

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  23. 23. Choose which of the these statuses are available for required documents:

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  24. 24. The agency dashboard is a collection of shortcuts that allow you to access different sections.

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  25. 25. Which of these options are valid for Administrators?

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  26. 26. Which user roles can mark the documents as Reviewed?

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

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  28. 28. 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.

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

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  30. 30. How many service plans of the same type can be created on the platform?

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