Foundations 1: Assessment Exam

24 Questions | By Succeed33 | Updated: Mar 20, 2022 | Attempts: 77

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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).

Questions and Answers

1.

What subfolders in the solution explorer are primarily used for all customer related processing?
- A.
  
  Work with Acct by Name and Address
- B.
  
  Work with Recurring Batches
- C.
  
  Account Processing and Batch Processing
- D.
  
  Source Management
- E.
  
  All of the above
2.

What location in the account revisions area do you enter a deceased date?
- A.
  
  Work with Deceased Accounts by Name and Address
- B.
  
  The account look up screen
- C.
  
  Details
- D.
  
  Primary Codes
- E.
  
  Primary Details
3.

What can you click before starting a new search in Work with Acct by Name and Address?
- A.
  
  Find
- B.
  
  New Search
- C.
  
  Delete
- D.
  
  Display All
- E.
  
  None of the Above
4.

In Work with Acct by Name and Address, where can you see the status of the constituent?
- A.
  
  In the address line field
- B.
  
  On the basic tab
- C.
  
  On the giving tab
- D.
  
  On the Primary codes tab in the account revisions screen
- E.
  
  Both B and E
5.

QBE stands for_________Note: use ALL CAPS when answering.
6.

What is the CODE TYPE used when adding a 91 or 92 to an account?
- A.
  
  Status Code
- B.
  
  Mailing Restriction
- C.
  
  Company
- D.
  
  Account Type
- E.
  
  MAILRESTR
7.

Which code indicates WHY a person contacted us and is used to determine ACCOUNT ORIGIN, COMMUNICATION ORIGIN, and TRANSACTION ORIGIN?
- A.
  
  Friend Code
- B.
  
  Basic Code
- C.
  
  Project Code
- D.
  
  Source Code
- E.
  
  None of the above
8.

Name of kinds of batches used in Donor Direct
- A.
  
  There is only 1 type of batch used in Donor Direct
- B.
  
  Standard, CMS, CDM, WCCI
- C.
  
  Mail, TV, Phone, Web
- D.
  
  Batches with batch numbers that are assigned daily
- E.
  
  Standard, Recurring, Automatic
9.

Make sure the_________is unchecked before processing in an Automatic batch
- A.
  
  Use Std Batch
- B.
  
  Display inactive box
- C.
  
  Previous
- D.
  
  Use Standard Batch
- E.
  
  All of the above
10.

This code indicates what the money is intended for.
- A.
  
  The dollar code
- B.
  
  The Event code
- C.
  
  The Fund Code
- D.
  
  The Offering Code
- E.
  
  None of the above
11.

Which code indicates HOW the person contacted us?
- A.
  
  The Responding code
- B.
  
  The Source code
- C.
  
  The Distribution Point
- D.
  
  The Response Code
- E.
  
  The Note Type
12.

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!)
13.

What tab in ACCOUNT REVISIONS contains the birth and deceased information?
- A.
  
  The PRIMARY tab
- B.
  
  The COMMUNICATIONS row exit
- C.
  
  The PRIMARY DETAILS tab
- D.
  
  The MONTH, DAY, YEAR, and DECEASED fields
- E.
  
  Both C and D are correct
14.

When creating a new account, make sure that FINANCIALS and CONSOLIDATE boxes are both checked
- A.
  
  True
- B.
  
  False
15.

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
- A.
  
  MI, PH, CONV, NET, STF, WH, WI, RYLACC
- B.
  
  TV, CDM, WCCI
- C.
  
  RYLACC, CDM, WCCI, WCCNY, WH, NET
- D.
  
  Both A and B are correct
- E.
  
  All of the above
16.

The MEDIA CODE is
- A.
  
  Used as the name when sending mail to the family account
- B.
  
  For intrernational telephone numbers
- C.
  
  The station the person primarily uses to watch or listen to our broadcast
- D.
  
  The code to identify the Media Ministry and department
- E.
  
  None of the above
17.

The FAMILY TREE consists of....
- A.
  
  The family
- B.
  
  The Family account, Spouse account (s), and/or Dependant account (s)
- C.
  
  The Husband and Wife
- D.
  
  Accounts with family types of F, SP and/or DP
- E.
  
  Both B and D are correct
18.

The single parent family (tree) consists of the SP and DP accounts only
- A.
  
  True
- B.
  
  False
19.

When adding an ORGANIZATION:
- A.
  
  Make sure that the INDIVIDUAL radio button is selected
- B.
  
  Enter the organization, business, or company name in the FIRST, MIDDLE, and LAST name fields
- C.
  
  Make sure that CONSOLIDATED is checked
- D.
  
  Make sure ORGANIZATION is selected first
- E.
  
  You cannot add organizations in Donor Direct
20.

Do the following when logging off of Donor Direct:
- A.
  
  Click the tab which appears at the top the screen, click the x
- B.
  
  Click START, SHUT DOWN, and YES at the prompt
- C.
  
  Click CANCEL or OK to save work if needed. Click START, then LOG OFF
- D.
  
  Click CANCEL or OK to save work if needed. Click FILE, then EXIT; Click START, then SHUT DOWN
- E.
  
  Click CANCEL or OK to save work if needed. Click FILE, then EXIT; Click START, then LOG OFF, and click YES at the prompt
21.

What are the 3 visual assists?
- A.
  
  There are only 2: Calculator and Flashlight
- B.
  
  Flashlight, Toolbar, and Delete
- C.
  
  Select, Find, and Add
- D.
  
  Previous, Display Inactive, and Current
- E.
  
  None of the above
22.

It's okay to process outreach transactions on a CDMA account.
- A.
  
  True. Outreach accounts and CDMA accounts are the same
- B.
  
  False. You must create an outreach account
23.

You look up an account and notice that the ACCT TYPE is FRD and the COMPANY is WCCNY is this correct?
- A.
  
  Yes
- B.
  
  No
24.

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