Over the last two weeks you have been introduced to the role and responsibilities of the Student Outreach agent's role.
This exam is designed to test your knowledge of topics discussed during your New HireTraining. This exam is a cumulative exam covering the materials and topics provided to you during your training course.
Please review each answer prior to submitting, See moreas the online exam will only allow you to submit the answer once. Unanswered or blank submissions will be marked as incorrect. You will not receive your final score after completion. You will meet with your trainer to review your final evaluation and final recommendation.
This quiz contains True/False, fill in the blank and multiple choice questions.
Enter your First and Last name in the box below (example: John Doe).
True
False
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LiveVox Agent Panel lists the missing documents Student Outreach should be calling on
Call SupportDesk to ask what is missing
Check OnBase to figure out what is missing
All the documents listed as Missing in the CampusVue Document Tracker
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Hung Up
No Answer
Call Back
Portal Walked student to Portal while on phone
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Received Forms Real Time
Promised to Return Forms
Document already provided to Campus
Portal Walked student to Portal while on phone
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The student is going into the campus to complete the form
The student cannot appear in person at the campus to complete the form
The student wants to email the form back to the agent
The student wants to fax the form back to the agent
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Fax it back to the Outreach Center
Email it back to the Outreach Center
Mail it to the address listed on the notarized version of the Statement of Educational Purpose form
Upload it into the Portal
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Tell the student that you will be emailing him the form after you hang up.
Email the 14-15 Low Income form to the student while they are on the phone, but then hang up once they receive it.
Email the 14-15 Low Income form to the student while they are on the phone, walk them through the form, and then walk them through the Portal to upload the document in the Document Center.
Tell the student to get the form in as soon as possible and set a call back.
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Filter Enrollment for most current Enrollment, Filter Module by Admissions, and sort by Document
Filter Enrollment for Drop Enrollment, Filter Module by Financial Aid, and sort by Status – On File
Filter Enrollment for Grad Enrollment, Filter Module by Financial Aid, and sort by Source
Filter Enrollment for most current Enrollment, Filter Module by Financial Aid, and sort by Status - Missing
The student can make the correction at FAFSA on the Web through the link listed under Resources in the Student Portal Document Center, fafsa.ed.gov.
The student can go to iGrad to submit the correction.
The student can go to IRS.gov to make the FAFSA correction.
The student can call (800)12FAFSA to make the correction.
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Student Document Center
Fafsa.ed.gov
Account Management
Igrad Admin
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Reset Password
Create Account
Create an Activity in CampusVue
Set Default Campus in CampusVue to student's campus
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Choose SF-Student Note subject, leave the activity pending, type the comment
Choose SF-Student Note subject, close the Activity, copy and paste the notes from TalkTrac along with any additional notes
Choose SF-Financial Aid Missing subject, close the Activity, type the comment
Choose SF-Verification subject, close the Activity, copy and paste the notes from TalkTrac along with any additional notes
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Last 4 digits of the student's Social Security Number
Student's date of birth
Student's first and last name
All of the above
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Sign a paper document then email it
Sign a paper document at the campus
Student Outreach emails the document to the student to sign
Complete electronically in the Student Portal Document Center
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True
False
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True
False
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Yes, because you only need one of these documents to fulfill the C-Code requirement
No, because all of these documents are missing and required to clear this C-Code
No, because a U.S. Passport and Birth Certificate are required at all times
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Go to http://www.irs.gov/Individuals/Get-Transcript and download a copy of her taxes real time. Then the student can upload her taxes into the Student Portal Document Center.
Visit her tax preparer for a printout of her taxes. Then the student can upload her taxes into the Student Portal Document Center.
Visit TurboTax for a free copy. Then the student can upload her taxes into the Student Portal Document Center.
Email Outreach a statement confirming why she was not able to use the IRS Data Retrieval Tool successfully
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True
False
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High School Attestation
Student Statement
Completion of 12 credit hours of college
GED Certificate
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Estimate
Documents Due
Documents Complete
Resources
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Free Application for Fun Student Aid
Federal Application for Fundamental Student Aid
Free Application for Federal Student Aid
Fundamental Application for Federal Student Aid
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True
False
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True
False
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Over 50
108
36
72
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Everest
Heald
Art Institute
University of Pheonix
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Financial Aid Processing
Default Prevention
Student Engagement/Outreach
All of the above
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California
Colorado
Florida
All of the above
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Hung Up
No Answer
Call Back
Portal Walked student to Portal while on phone
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True
False
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Inappropriate Call Management, which is against policy
Appropriate Call Management
Courteous Call Management
Wrap Up time
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True
False
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Confirm the student's email address
Confirm the student's attendance records
Go to the igrad website
None of the above
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True
False
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True
False
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True
False
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True
False
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If the student is currently in Default
If the student is at or over his or her aggregate loan limits
If the student has Unusual Enrollment History (UEH)
All of the above
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True
False
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True
False
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V1
V3
V4
V5
V6
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True
False
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Department of Human Services
Department of Homeland Security
Social Security Administration
Selective Service System
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Promise to Complete
Received Forms Real Time
Document already provided to Campus
Portal Walked student to Portal while on phone
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If the confirmed identity of the third party is listed as a FERPA contact in the student's file
If the third party is a close relative
If the third party is the student's spouse
If the third party says we have the student's permission
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True
False
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True
False
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0.50
No Points
0.10
0.25
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