Course Completion – The End? Quiz

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

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  2. 2. Within the Events subsection, you can configure:

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

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  4. 4. Select the options you can see at Agency’s subsection:

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

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

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  7. 7. How many events can you create per day?

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

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  9. 9. On Client Documents, select the search filters:

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  10. 10. On Summary tab:

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

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

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

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

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  14. 14. Please fill the blank

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

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

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  16. 16. On Rates, you should modify/configure the rates for this user.

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

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  18. 18. On Reports, which filters can you use?

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  19. 19. Fill the Gap:

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    The email address for our support ticket system is .

  20. 20. On Address tab:

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    You can add a new address, by simply click the New address button.

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

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

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  23. 23. Which of these datasets can you add to Charts on the Service Plan:

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

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

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  26. 26. The allowed File types are:

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  27. 27. What is the default status for all Documents?

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  28. 28. Which are the sections on the User’s dashboard:

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  29. 29. Charts provide immediate access to the behavioral log.

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  30. 30. On Dashboard, these are the shortcuts you’ve access to:

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