WorksheetsSystems Quiz
Total questions: 20
Worksheet time: 10mins
Where would you go in JCL if a customer has CND as their utility and they don’t know their meter type?
EDI
Contracts
Account screen
Usage
What heading would you have to select to find the special 4% cash back offer codes in SharePoint?
Current Pricing and Offers
Inbound Team
Affinity Groups
Training Material
Besides the account screen in JCL, where can you find the customer’s LDC?
Contracts
Invoices
EDI
Usage
If a new customer is unsure where to find their account number, what heading in SharePoint would you select to find the Gas/Electricity Enrollment References?
Current Campaigns
Inbound Team
Recovery Team
None of the Above
If a customer has questions regarding our Green-E products, where in SharePoint can you find the information?
Inbound Team
Current Campaigns
Green-E
Pricing and Offers
If a customer is on Budget Billing, where in JCL can you tell if their Budget True-up will be a credit or a charge?
EDI
Usage
Invoices
Memos
Where in JCL can you always see how a customer enrolled?
Verifications
Memos
Contracts
None of the Above
If a customer requests to have their ETF waived, where can you go in JCL to see if they’ve had one waived previously?
Misc. Adj.
EDI
Invoices
Memos
If you are unable to open a verification file in JCL, where should you go in DMS?
EMG System
Tiff/File Linker
Enrollment Portal
You should not access DMS
Where would you go to see a complete invoice for a Washington Gas Fixed rate customer?
DMS
JCL
SharePoint
Marketer’s Portal
What system would you use to submit a time off request?
Kronos
DMS
JCL
SharePoint
What system would you use to submit a time adjustment if you are called into a meeting?
Kronos
Webstation
DMS
JCL
When accepting check payments in Payeezy what do you type in front of the phone number if it is a personal check?
H
C
P
W
When accepting check payments in Payeezy what do you type in front of the phone number if it is a business check?
C
P
H
W
What additional information should be obtained when accepting a check payment in Payeezy?
Mailing address
Check Number
Driver’s License Number
Name of bank
All of the above
What information should be copied and pasted from Payeezy when accepting a payment?
Account Number
Pop up Receipt
Batch Number
Account Manager Contract Details
What system could be used for a diagram of the wind power resources for WGLe?
JCL
DMS
Website
Marketers Portal
What channel should we use when renewing or enrolling a customer in DMS?
Affinity Program
Call Center
Direct Mail
Telesales
What would be the proper way to handle a missed punch in Kronos?
Take a screenshot and email Workforce
Add missing punch using Add activity
Take a screenshot and email your supervisor
Notify Danny
How do you identify a customer who has been final billed?
Invoice screen- last bill will show final billed
Memos
Contract screen in the status column
All of the above
