Foundations 1: Assessment Exam

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| By Succeed33
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Succeed33
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Quizzes Created: 1 | Total Attempts: 81
| Attempts: 81
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  • 1/24 Questions

    In Work with Acct by Name and Address, where can you see the status of the constituent?

    • In the address line field
    • On the basic tab
    • On the giving tab
    • On the Primary codes tab in the account revisions screen
    • Both B and E
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About This Quiz


Welcome!
The purpose of this exam is to assess all skills and identify areas where improvement is needed in preparation for upcoming refresher training classes.
The exam will be taken in 4 parts: Foundations 1, Foundations 2, Transaction Processing 1, Transaction Processing 2.
A score of 95% or higher must be achieved in each part to bypass training courses for the modules (which bear the same name as each exam part mentioned above).

Foundations 1: Assessment Exam - Quiz

Quiz Preview

  • 2. 

    Which code indicates WHY a person contacted us and is used to determine ACCOUNT ORIGIN, COMMUNICATION ORIGIN, and TRANSACTION ORIGIN?

    • Friend Code

    • Basic Code

    • Project Code

    • Source Code

    • None of the above

    Correct Answer
    A. Source Code
    Explanation
    The term "source code" refers to the original human-readable version of a computer program. In this context, it is used to indicate the reason why a person contacted us and is used to determine account origin, communication origin, and transaction origin. The source code provides information about the source or origin of the interaction, allowing for better tracking and analysis of the reasons behind customer contacts.

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  • 3. 

    Which code indicates HOW the person contacted us?

    • The Responding code

    • The Source code

    • The Distribution Point

    • The Response Code

    • The Note Type

    Correct Answer
    A. The Response Code
    Explanation
    The Response Code indicates how the person contacted us. This code is used to categorize and track the different methods through which individuals reach out to us, such as phone calls, emails, or in-person visits. By using the Response Code, we can analyze the effectiveness of our communication channels and make improvements accordingly.

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  • 4. 

    What are the source codes used in the ACCOUNT REVISIONS area (when creating an account)?Hint: the source code in ACCOUNT REVISIONS indicates the origin of the account

    • MI, PH, CONV, NET, STF, WH, WI, RYLACC

    • TV, CDM, WCCI

    • RYLACC, CDM, WCCI, WCCNY, WH, NET

    • Both A and B are correct

    • All of the above

    Correct Answer
    A. MI, pH, CONV, NET, STF, WH, WI, RYLACC
    Explanation
    The correct answer is "MI, PH, CONV, NET, STF, WH, WI, RYLACC". These source codes are used in the ACCOUNT REVISIONS area when creating an account. The source code in ACCOUNT REVISIONS indicates the origin of the account, and these specific codes represent different origins or sources for the account.

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  • 5. 

    It's okay to process outreach transactions on a CDMA account.

    • True. Outreach accounts and CDMA accounts are the same

    • False. You must create an outreach account

    Correct Answer
    A. False. You must create an outreach account
    Explanation
    The statement suggests that it is possible to process outreach transactions on a CDMA account. However, the correct answer states that this is false and that one must create an outreach account instead. This implies that outreach accounts and CDMA accounts are not the same and that a separate outreach account is necessary for processing outreach transactions.

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  • 6. 

    You look up an account and notice that the ACCT TYPE is FRD and the COMPANY is WCCNY is this correct?

    • Yes

    • No

    Correct Answer
    A. Yes
    Explanation
    The given answer "Yes" is correct because the account type is specified as FRD and the company is mentioned as WCCNY. Since there is no information provided to suggest otherwise, it can be assumed that this account and its details are correct.

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  • 7. 

    What subfolders in the solution explorer are primarily used for all customer related processing?

    • Work with Acct by Name and Address

    • Work with Recurring Batches

    • Account Processing and Batch Processing

    • Source Management

    • All of the above

    Correct Answer
    A. Account Processing and Batch Processing
    Explanation
    The subfolders "Account Processing" and "Batch Processing" in the solution explorer are primarily used for all customer related processing. These subfolders likely contain specific files and resources related to the processing of customer accounts and batches. The other options mentioned, such as "Work with Acct by Name and Address" and "Work with Recurring Batches," may be subfolders or sections within these primary subfolders, further organizing the customer-related processing tasks. Therefore, selecting "Account Processing and Batch Processing" as the answer makes sense as it encompasses all the customer-related processing subfolders.

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  • 8. 

    What location in the account revisions area do you enter a deceased date?

    • Work with Deceased Accounts by Name and Address

    • The account look up screen

    • Details

    • Primary Codes

    • Primary Details

    Correct Answer
    A. Primary Details
    Explanation
    In the account revisions area, you enter a deceased date in the "Primary Details" section. This section likely includes important information about the account holder, such as their name, address, and other personal details. By entering the deceased date in this section, it allows the account to be properly updated and managed following the account holder's passing.

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  • 9. 

    What can you click before starting a new search in Work with Acct by Name and Address?

    • Find

    • New Search

    • Delete

    • Display All

    • None of the Above

    Correct Answer
    A. None of the Above
    Explanation
    In the context of "Work with Acct by Name and Address," there is no specific option to click before starting a new search. The options provided in the question, such as Find, New Search, Delete, and Display All, do not directly relate to starting a new search. Therefore, the correct answer is "None of the Above."

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  • 10. 

    What is the CODE TYPE used when adding a 91 or 92 to an account?

    • Status Code

    • Mailing Restriction

    • Company

    • Account Type

    • MAILRESTR

    Correct Answer
    A. MAILRESTR
    Explanation
    The correct answer is "MAILRESTR". This code type is used when adding a 91 or 92 to an account. It indicates a mailing restriction on the account, possibly due to a change in address or other mailing-related issues. This code helps to ensure that any mail sent to the account is handled appropriately and reaches the intended recipient.

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  • 11. 

    Name of kinds of batches used in Donor Direct

    • There is only 1 type of batch used in Donor Direct

    • Standard, CMS, CDM, WCCI

    • Mail, TV, Phone, Web

    • Batches with batch numbers that are assigned daily

    • Standard, Recurring, Automatic

    Correct Answer
    A. Standard, Recurring, Automatic
    Explanation
    The correct answer is Standard, Recurring, Automatic. These are the different kinds of batches used in Donor Direct. The Standard batch is used for regular donations, while the Recurring batch is used for donations that occur on a regular basis, such as monthly or annually. The Automatic batch is used for donations that are processed automatically, without any manual intervention. These different types of batches allow for efficient and organized processing of donations in Donor Direct.

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  • 12. 

    Make sure the_________is unchecked before processing in an Automatic batch

    • Use Std Batch

    • Display inactive box

    • Previous

    • Use Standard Batch

    • All of the above

    Correct Answer
    A. Use Std Batch
    Explanation
    Before processing in an automatic batch, it is important to ensure that the "Use Std Batch" option is unchecked. This indicates that the standard batch should not be used for the processing.

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  • 13. 

    This code indicates what the money is intended for.

    • The dollar code

    • The Event code

    • The Fund Code

    • The Offering Code

    • None of the above

    Correct Answer
    A. None of the above
    Explanation
    The given question asks for the code that indicates what the money is intended for. However, none of the options provided (dollar code, event code, fund code, offering code) accurately represent a code that indicates the purpose of the money. Therefore, the correct answer is "None of the above".

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  • 14. 

    What tab in ACCOUNT REVISIONS contains the birth and deceased information?

    • The PRIMARY tab

    • The COMMUNICATIONS row exit

    • The PRIMARY DETAILS tab

    • The MONTH, DAY, YEAR, and DECEASED fields

    • Both C and D are correct

    Correct Answer
    A. The PRIMARY DETAILS tab
    Explanation
    The birth and deceased information can be found in the PRIMARY DETAILS tab.

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  • 15. 

    When creating a new account, make sure that FINANCIALS and CONSOLIDATE boxes are both checked

    • True

    • False

    Correct Answer
    A. False
    Explanation
    When creating a new account, it is not necessary to have both the FINANCIALS and CONSOLIDATE boxes checked. The statement suggests that both boxes should be checked, but this is incorrect. It is possible to create a new account without checking either of these boxes or by checking only one of them. Therefore, the correct answer is false.

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  • 16. 

    The MEDIA CODE is

    • Used as the name when sending mail to the family account

    • For intrernational telephone numbers

    • The station the person primarily uses to watch or listen to our broadcast

    • The code to identify the Media Ministry and department

    • None of the above

    Correct Answer
    A. The station the person primarily uses to watch or listen to our broadcast
    Explanation
    The correct answer is "The station the person primarily uses to watch or listen to our broadcast." The media code refers to the specific station or channel that an individual prefers to use when consuming our broadcast content. It helps us identify the primary medium through which the person engages with our media.

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  • 17. 

    The FAMILY TREE consists of....

    • The family

    • The Family account, Spouse account (s), and/or Dependant account (s)

    • The Husband and Wife

    • Accounts with family types of F, SP and/or DP

    • Both B and D are correct

    Correct Answer
    A. Both B and D are correct
    Explanation
    Both options B and D are correct because the family tree consists of the family, which includes the Family account, Spouse account(s), and/or Dependent account(s), as well as the Husband and Wife. The family tree includes all these components, making both options B and D valid explanations for the correct answer.

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  • 18. 

    The single parent family (tree) consists of the SP and DP accounts only

    • True

    • False

    Correct Answer
    A. False
    Explanation
    The correct answer is False. This statement is incorrect because a single parent family (tree) does not consist of only the SP and DP accounts. It also includes the children's accounts, which are connected to the SP account. Therefore, the statement is false.

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  • 19. 

    When adding an ORGANIZATION:

    • Make sure that the INDIVIDUAL radio button is selected

    • Enter the organization, business, or company name in the FIRST, MIDDLE, and LAST name fields

    • Make sure that CONSOLIDATED is checked

    • Make sure ORGANIZATION is selected first

    • You cannot add organizations in Donor Direct

    Correct Answer
    A. Make sure ORGANIZATION is selected first
    Explanation
    The correct answer is to make sure that "ORGANIZATION" is selected first when adding an organization. This means that before entering any other information, the user should select the "ORGANIZATION" option. This is important because it ensures that the system recognizes the entry as an organization and not an individual. By selecting "ORGANIZATION" first, the user can then proceed to enter the organization's name in the appropriate fields and check the "CONSOLIDATED" option if necessary.

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  • 20. 

    Do the following when logging off of Donor Direct:

    • Click the tab which appears at the top the screen, click the x

    • Click START, SHUT DOWN, and YES at the prompt

    • Click CANCEL or OK to save work if needed. Click START, then LOG OFF

    • Click CANCEL or OK to save work if needed. Click FILE, then EXIT; Click START, then SHUT DOWN

    • Click CANCEL or OK to save work if needed. Click FILE, then EXIT; Click START, then LOG OFF, and click YES at the prompt

    Correct Answer
    A. Click CANCEL or OK to save work if needed. Click FILE, then EXIT; Click START, then LOG OFF, and click YES at the prompt
    Explanation
    The correct answer suggests that before logging off of Donor Direct, the user should first click "CANCEL" or "OK" to save any work if needed. Then, they should click "FILE" and then "EXIT" to close any open files or documents. After that, they should click "START" and then "LOG OFF" to initiate the log off process. Finally, they should click "YES" at the prompt to confirm the log off. This sequence of actions ensures that any unsaved work is saved, files are closed properly, and the user is logged off of Donor Direct correctly.

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  • 21. 

    What are the 3 visual assists?

    • There are only 2: Calculator and Flashlight

    • Flashlight, Toolbar, and Delete

    • Select, Find, and Add

    • Previous, Display Inactive, and Current

    • None of the above

    Correct Answer
    A. None of the above
  • 22. 

    For verification purposes, please enter your WCCI EMPLOYEE NUMBER in the space belowNOTE: do not skip this question, doing so will result in immediate disqualification

  • 23. 

    QBE stands for_________Note: use ALL CAPS when answering.

    Correct Answer
    QUERY BY EXAMPLE
    Explanation
    The correct answer is QUERY BY EXAMPLE. QBE stands for Query By Example, which is a database query language that allows users to search for information by providing an example of the desired data. It simplifies the process of querying databases by using a graphical interface where users can input sample data to retrieve matching records. QBE is commonly used in database management systems to make querying more user-friendly and intuitive.

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  • 24. 

    Conduct a seach using the following criteria:State: GeorgiaFirst Name: Begins with an I (the letter i)Last Name: Begins with FouEnter the account number below (Make sure that you are in the WCMCONV environment!)

    Correct Answer
    5219738
    Explanation
    The answer provided is the account number that needs to be entered in order to conduct a search using the given criteria.

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Quiz Review Timeline (Updated): Oct 16, 2023 +

Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.

  • Current Version
  • Oct 16, 2023
    Quiz Edited by
    ProProfs Editorial Team
  • Jan 26, 2009
    Quiz Created by
    Succeed33
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