Foundations 1: Assessment Exam
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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).
- 1.
- 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.
- A.
Status Code
- B.
Mailing Restriction
- C.
Company
- D.
Account Type
- E.
MAILRESTR
- 7.
- 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.
- 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.
- 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.
- 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
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