Review Questions Flashcards
The Dashboard’s zones always contain information about the account/person/premise whose information is displayed in the Object Display Area. True/False
True. For example, if you were to use the bill search page to find a bill that’s linked to an account that differs from the Dashboard, the system will refresh the dashboard to continue the new account’s information.
The system automatically refreshes the Dashboard zones whenever the user saves any change. True/False
True. For example, if a user changes a customer’s name, the Dashboard’s zones will be refreshed and therefore reflect the new name.
Portal preferences are used to define the zones that appear on a portal. True/False
True
Most users know how to change their portal preferences. True/False
False. Most users are typically production users and most implementations do not allow production users to change their portal preferences as it makes support and training difficult.
If a user references a template user, they cannot change their portal prefences. True/False
True. When a user references a template user, the template user’s portal preferences are inherited by the user and cannot be change.
Some zones in the Dashboard contain zones that show person/account/premise information; whilest others are tools that have nothing to do with person/account/premise information. True/False
True
The zones that appear on the Dashboard are configured on User Preferences just like the zones in any portal. True/False
True
The Work List is dashboard zone that can be populated with a column from an explorer zone in any portal. True/False
True
The Dashboard always appears on the desktop. True/False
False. Trick question. You can click the Dashboard’s title to temporatily disable it (in case you need more horizontal real estate). You can permanently disable it by changing your User Preferences. (set the Dashboard Width to 0)
There are many business rules developed on the database tier (e.g., in PL/SQL). True/False
False. In this system, business rules reside on the application server tier, not the database tier.
There are many business rules developed on the user interface tier (e.g. in JavaScript). True/False
Both True and False. While there are some rules that have been developed in JavaScript (that is, they run on the browser), these rules are considered “redundant” as the rules will be repeated on the application server prior to any updates ocurring. The reason for this redundancy is because it makes the system more pleasant to use (e.g., disabling fields, showing valid values in drop-downs, etc. are business rules that are manifest on the UI so that users can’t select /do things that they aren’t allowed to do), However, the rules cannot just reside on the UI because the system is truly service-oriented (meaning that all UIs send messages to back-end services that do the work). This design philosophy is what allows you to be confident that using a web service to update an object is identical to what happens when a web page is used.
If you see a box on an entity relationship diagram (ERD) that is not white, you can be certain that there’s a transation on of the menus for this object. True/False
True. And the color of the box helps determine the menu item.
If your users (or customers) speak mulitple languages, you can define descriptive values in an unlimited number of languages. True/False
True. When users use the system, the labels, messages and descriptive values are shown in the language they speak. Also note, a dashboard zone exists that allows you to switch your language (this is useful during multi-lingual testing and there are some customers who use this in production as some customer-facing users prefer to see the system in the language the customer speaks).
There is no limit to the number characteristics (that is, user defined fields) an object can have. True/False
True. Note, the Configuration Tools class teaches you how to tailor the user interface so that end-users cannot distinguish between an element whose values is heald in a characteristic versus one held in a dedicated column.
There are owned objects flags that have columns that can be changed regardless of the owner. True/False
True. There are several metadata objects that have columns that can be changed regardless of the owner.<br></br><br></br>A good example is the message metadata, Every error and warning is owned because the system does not want implementations to change its message text. However, you’ll find that every message has an “override text” column. This column can be changed regardless of who ons the message. At run time, if the override text is non-blank, this verbiage is shown to the end-user. The analogy is true for field labels (that is, an implementation can enter an “override label” for a field to change the label that prefixes a field on the user interface.)
<div>Control
Central is a page where a user can:</div>
<div>- search for a person,
account, or premise</div>
<div>- view information related
to the person, account and premise</div>
<div>- be alerted to anomalies
about the customer or premise</div>
<div>- navigate into other pages.
</div>
<div><br></br></div>
<div>With these
points in mind, please choose the specific functionality embodied within
Control Central (please choose all that apply):</div>
<div><br></br></div>
<div>a. Find an
account or premise by entering the account’s account number.</div>
<div>b. Find an
account or premise by entering a telephone number.</div>
<div>c. Find an
account by entering an address.</div>
<div>d. Drill to the
page where a bill can be added, canceled, or rebilled.e.Identify the premise
where a customer wants to start service.</div>
<div>f. Drill into
Start/Stop.</div>
<div>g. View
financial transactions (e.g., payments, adjustments, bill cancellations) that
have been created since the last bill was completed.</div>
<div>h. View all
customer contacts associated with a person.</div>
<div>i. Find an
account by entering a social security number.</div>
<div>j. Display the
account’s payments and bills.</div>
<div>k. Display
alerts highlighting anomalous things about the account (e.g., active collection
process, account has multiple premises, etc.)</div>
<div>l. Drill into
the page used to start and stop service.</div>
<div>m. Modify an
account’s customer class.</div>
<div>n. Drill into
the account page to modify this information.</div>
<div>o. Display an
account’s arrearage history.</div>
<div><span>a, b, c, d, g, h, i, j, k, l, o.</span><span></span></div>
<span><div><span>The aged</span><span>debt bar in the
Context zone does show the account’s arrearage in “buckets.” You can view
arrearage to the day by drilling into Account –Financial Balances.</span>in the
Context zone does show the account’s arrearage in “buckets.” You can view
arrearage to the day by drilling into Account –Financial Balances.</div></span>
What is the significance of a comma (,) in the name field?
A comma designates a human name as opposed to business name. All human names should be entered in the format Last Name,First Name (with no space between the comma and the first name).
Many add and update dialogs default the person/account/premise that was last selected on Control Central. True/False
True. When you use the context buttons to transfer to other pages (in add or update mode), the system assumes you want to add or update information for the object associated with the context button.
If a user types in the name “Jones,Pam” in Control Central - Main and there is more than one customer with this name, what happens?
The scroll area at the bottom of the page is populated with one row for each account with the name Jones,Pam. The user would select the row they really wanted. They can use the ID information adjacent to the customer name to pinpoint the customer in question. When an account is selected, the user can use “Next Item” and “Previous Item” to scroll through the other matches.
There are many different ways to navigate to a page from Control Central. List them:
<div><span>- You can push a go to button or a link.</span><span></span></div>
<span><div><span>- You can click many nodes in the trees.</span></div></span><span></span><span><div><span>- You can click a context menu button.</span></div></span><span></span><span><div><span>- You can click the start and stop buttons.</span></div></span><span></span><span><div><span>- You can click a bar in the Bill Graph zone.</span></div></span><span></span><span><div><span>- The dashboard has numerous ways to drill into other pages</span>as numerous ways to
drill into other pages</div></span>
If Rick Bush has a small business and a residence in the utility’s ervice territory, he may have one or two accounts, but will only have one person record. True/False
True. It’s important to stress that Rick is the sole financially responsible individual for both entities (the residence and the small business). This means that there is only one financially responsible individual. This individual has his demographic information recorded on a person record.<br></br><br></br>This person may choose to have all of his obligations on one bill or to segregate them onto two bills. Their choise will dictate if he has one or two accounts.
If a customer moves without paying their debt and then returns two years later and tries to resume service, the system will be able to highlight this to the customer service rep. True/False
True. This is because an account stays with a customer from cradle to grave. When debt is written off, a write-off service agreement is created and uncollectable debt from the account’s regular service agreements is transferred to it. You should associate an alert with the write-off SA type so that the system will warn the user when an account has an active write-off service agreement.
It’s important to know who the customer is before a premise can be added to the system. True/False
False. You can add a premise to the system without knowing the customer.
If there are two water meters at a property, there will be two water service points linked to the premise. True/False
True. A service point is a socket into which a meter is plugged. You can only plug one meter into a socket. Therefore, if there are two meters, there must be two service points.
- Regularly recorded measurements might have a condition code of "Regular"
- Missing measurements might have a condition code of "Missing"
- Estimated measurements might have a condition code of "External Estimated" or "System Estimated" based on where the estimation was performed.
Both Pre VEE and Post VEE values have their own condition code, which can also change during VEE processing
Using the Payment Event Quick Add single payment event dialog box, a single payment event with two distribution details may be added. Each detail record references the rule value that uniquely identifies the respective account whose debt is being releived by the payment.
However, there are other SA's that don't affect a receivable account - deposits and charitable contributions - these almost always affect a payable account.
The generate adjustment algorithm could also produce multiple calculation lines and general ledger details.
