BL101
Renewal Process
Order Fulfillment
Portfolio
100

The type of role that files business license renewals

What is a CSA?

100

The last stage of order fulfillment?

What is the Resolve Stage

100
The stage in which renewal forms are filled out.

Prepare Stage

100

The system that dictates due dates in Portfolio

What is knowledge.

200

The type of role that is client facing

CSR

200
Two types of data often requested from our clients and are required by many jurisdictions to renew business licenses. 

What are employee count and gross receipts?

200
The tab where communications to and from CSRs can be found. 

What is the fulfillment task tab

200

The acronym for the amount of licenses CSC handles for a customer. 

LUM (Licenses under management)

300
The first part of the assembly line renewal process. 
What are renewal calls/working the initiate stage?
300

The two goals of the initiate stage.

What are obtaining renewal forms/online filing information and requesting data from customers if needed.

300

The page where jurisdictional information (phone numbers, due dates, data required, etc.) can be found

What is the knowledge record. 
300

The CSC term for the name of the business or individual associated with a license. 

What is a license owner
400

The system where internal client data is stored. 

What is Portfolio Extension

400
The legal document allowing CSC to sign documents on our clients behalf.

What is Power of Attorney?

400

The company CSC uses to send renewal documents to jurisdictions (think mailing labels).

What is FedEx

400

The section of Portfolio where new application details are stored.

What is Additional Filings

500

Three names of licenses that CSC renews besides 'business license'

What are food permits, business tax receipts, and occupational licenses. 
500

The number of days before CSC contacts a jurisdiction after leaving a voicemail for renewal forms.

What is 2 business days

500

The section of order fulfillment where internal notes are stored.

What is the pulse notes and/or audit tab.
500

The contact type that receives data requests. 

What is the ordering contact. 

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