Course Completion – The End? Quiz

Please sign up for the course before taking this quiz.
  1. 1. Announcements’ section contains the list of all the announcements sent by the platform to the providers.

    1
  2. 2. On Clients, you can add/remove access to the user.

    1
  3. 3. On Summary tab:

    1

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

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

    1
  5. 5. On Charts, which of the filters are shown, but not limited to:

    3
  6. 6. On Reports, right next to the Date, you will see an alert icon that will point you to the status of this event.

    1
  7. 7. Typically, the Behaviors are collected in Frequency and charted in Total.

    1
  8. 8. Which of the following categories can be added to the service plan:

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

    5
  10. 10. You can review our Blog by reaching https://www.officepuzzle.com/blog/

    1
  11. 11. All unanswered conversations received are automatically converted into tickets.

    1
  12. 12. The Account Profile subsection details all the agency’s personal information.

    1
  13. 13. Which events can you see on the User’s Calendar?

    1
  14. 14. You can filter clients by:

    4
  15. 15. You can only access your agency’s login page directly, by accessing [your agency domain].officepuzzle.com.

    1
  16. 16. What are the available statuses for Appointment notes:

    4
  17. 17. The allowed File types are:

    5
  18. 18. The agency dashboard is a collection of shortcuts that allow you to access different sections.

    1
  19. 19. On Expiring documents, you can send an SMS to the provider in the four categories.

    1
  20. 20. Which alerts can you see?

    3
  21. 21. In the Agency’s Documents section, you will see in a tabular view all the documents for the entire Agency.

    1
  22. 22. Through Chat, you can reach us from 9:00 AM to 5:00 PM.

    1
  23. 23. Who can manage a client?

    1
  24. 24. What are the available statuses for the documents?

    4
  25. 25. On Agency’s Required documents you will see all the human resources required documents by the agency.

    1
  26. 26. In Users Activity section, you can see the latest activity of your users.

    1
  27. 27. 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.

    1
  28. 28. On Agency’s Users, the filters for providers are:

    4
  29. 29. On Client Documents, select the search filters:

    1
  30. 30. You will be able to see the invoice number, amount, and status.

    1
Back to: Course Completion – The End?