School of WooHoo - Chapter 3: Alpha and Processing Customer Applications - Activity 2

Welcome to Chapter 3: Alpha and Processing Customer Applications - Activity 2 

After completing this chapter, you will be able to show a good understanding of Alpha commands and the definition of Alpha tabs. You will be able to assess an application and be able to demonstrate an ability to submit a Personal Tax Summary for customers - WooHoo!

If you get an answer incorrect, it will tell you the correct answer and on occasion, a further explanation. Please do not attempt the question again, just move on to the next question.

Use your resources such as Woogle wisely and ensure you fully read the question before answering.

Good luck!

Chapter 3: Alpha and Processing Customer Applications

Activity 2. Match the following sections in the Alpha Summary screen to the circumstances that best describe them:

  • ID# and Name
    This is the customers unique WooHoo ID identifier
  • Tax Types
    You can view what the customer is linked for (INC, SLS)
  • Bring up Date
    When you need to follow up by a certain date
  • The Alert Window
    Provides a snapshot on missing information
  • Fee Model
    You can view how the customer has applied
  • Customer Details
    This part will show the customers email and phone number
  • Notes
    This section allows you to add notes to the customers file
  • Reset Password
    By clicking on this you will reset the customer’s password
  • Status and Scraped Answered
    Indicates what status they are on and if they have completed the scraped questions.
  • Case Manager
    You can view here the case manager that has been assigned to the customer

Activity 3. Fill in the gaps by choosing a word that you think explains the Alpha buttons.

  • SAVE
  • FIVE
  • EXIT