Activities
How many users can be assigned to an activity?
One
What is the hot key for the Locate Screen?
F2
List two ways to get to the help screen.
F1 or hit Help on the Menu Bar
What are three ways to get your Epic questions answered?
F1 (help screen), re-watch tutorials, epichelp@atlanticinsgroup.com
What was the first FULL date of "desert week?"
06/07/2018
What are individual line items (to dos) within an activity called?
Tasks
What is the hot key for the Help Page?
F1
List two ways to search for a client.
F2, hit accounts on the navigation panel, or hit locate
What does it mean if a field is surrounded in red?
It is required
What is the name of the restaurant catering our Sailabration lunch today?
Uncle's Hawaiian Grindz
A client calls in to add a vehicle. What activity code do you use to note this?
CALL (Call from Account Name)
What is the hot key for adding an activity?
F9
List two options on the Home Screen navigation panel.
Accounts, General Ledger, Reports/Marketing, Procedures, Configure, Utilities, Email
Attachments will pull from Epic dating back to what year?
2014
When are our post activation assistance sessions?
07/12/2018 - 07/13/2018
How do you view other users activities and tasks?
Click the Customize View in the Activities Header Bar on the Home Screen
What is the hot key for spell check?
F7
Where is the Report Quick View found on the Home Screen?
Bottom Left of the Home Page
What is the name of the Applied employee who helped facilitate our transition to Epic?
Trevor
Ro came and did our pre activation training! What is "Ro" short for?
Roberta
You receive an exclusion email from Erie and you need to make an activity noting it in Epic. What activity code do you use to note this?
NTCN (Client Note for Account Name)
What is the hot key for adding a sticky note?
F12
Your activities are sorted by account name, but you prefer to sort them by follow up date. How do you change that?
Click the column header “follow up/start”
What is the nickname given to the Epic Resource team?
The BGs
In what month did our Epic training begin?
March