GEMS Edit Core Modules 1-8

Module 1

True or False?

The default search category highlighted here can be customized.

The User Preferences section allows users to choose preferences on a variety of GEMS functions and features.

  • As part of the customization possible under a Users Prefrences, I can select a Default Search Type for the Top-Level Search Bar via the User Preferences > General Section

To Access the User Preference Section under a Users Details where would you click?

Please click on the image where you would, to Access a User's Details. And then click Submit.

To Access the User Preference Section under a Users Details where would you click?

Please click under User Settings were you would to Access a Users Preferences? And then click Submit.

To Access the User Preference Section under a Users Details where would you click?

Please click under User Preference where you would, to change the default Search on the Search Hub. And then click Submit.

I added my officers to company ABC Co. and they are appearing alphabetically by name. Can I have them appear on the screen and in reports in a hierarchical manner?

  • No, you can only have officers appear alphabetically by name or appointment type.
  • Yes, you can drag and drop the officers in any order you want.
  • Yes, by sorting the appointments by Ranking Order.
  • Yes, but this can only be done by a GEMS Administrator.

A red flag issue has been added to business entity ABC Co. Where can you view the red flag issue message?

Select all that apply.

  • The Basics screen for company ABC Co.
  • The Business Entity Information Sheet
  • The ABC Co. snapshot
  • Click on the red flag issue icon

Flagging a search as a favorite allows me to:

  • Bypass the select search type field when running a basic search.
  • Red flag an entity.
  • Access the search from the advanced/saved searching drop down selection of a basic search.
  • Export the search.

I run a Name search using the word 'Smith.' What record types appear in my search results?

Select all that apply.

  • Business Entities/Companies
  • People
  • Non-Affiliates
  • Historical Business Entity names

When running a search using the Search Hub - on the below image, where would I click to change the "Screen Section" I want to search on, from Company to Address?

Please click on the picture where you think you would and then press submit.

When running a search using the Search Hub - on the below image, where would I click to change the "Screen Field" I want to search on, from Address Type to Full Address?

Please click on the picture where you think you would and then press submit.

Which of the following statements are true regarding top-level searches:

  • Search sections are alphabetically listed
  • Search fields are alphabetically listed
  • Search sections are not alphabetically listed
  • Search fields are not alphabetically listed

If I wanted to sort my Results here in Ascending/Descending order in terms of their Registration Date - where would I click?

The Search Hub allows for the following Search selections:

Select all that apply.

  • Non-Affiliate
  • Advanced Reports
  • Person
  • Name
  • Wizard

Module 2

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Module 3

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Module 4

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Module 5

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Module 6

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Module 8

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