BUDGET BILLING
OcIS - NOTES
WORK ITEM BASICS
CONTACT US
KARRIE/KELLY
100

This offering is designed to eliminate the highs and lows in your energy bill, so your bill remains stable from month to month.

What is Budget Billing?
100

These are used to document details of customer interactions or other pertinent information.  


What are notes?

100

This is created when the agent is unable to resolve the issue immediately.

What is a work item?

100

This allows a customer to access billing information/perform routine tasks via the Interactive Voice Response (IVR).

What is the IVR Self Service?

100

Karrie's granddaughter's nickname is this.

What is Lovie?

200

This is the accumulated difference between the customer’s monthly budget amount and the actual usage. This can be a credit or a debit.

What is the budget balance?

200

This is a note that is added at the Contract level and is specific to the customer’s contract and is the most common note. It will address things like billing, payment, service requests and completions.

What is a contract note?

200

This work item is created to communicate work that needs to be done by another work group or person urgently.

What is an Immediate Work Item?

200

This allows customers to access information and perform routine tasks on our website.

What Web Self-Service?

200

Kelly's son, Collin's girlfriend Kayla just celebrated a birthday. How old is Kayla?

What is 30?

300

This is the total amount of budget debit that has accumulated for the current budget year. This reflects each month the customer uses more than the budget amount for the offering.

What is the budget not due amount?

300

This defaults to a general workgroup when the Workgroup and Employee fields are left blank.

What is a note follow up?

300

This tool can be found in OLE to assist in the type of work item needed depending on a scenario.

What is the Work Item Cheat Sheet?

300

This is an online tool used to view or pay a customer’s bill, access billing and payment history and report outages.

What is My Account?

300

Karrie's sister has a camper, where is this camper located?

What is Crivitz or Lake Noque Bay?

400

Budget Billing amount is calculated based on the customers estimated yearly energy cost by averaging the historical use and dividing into how many equal payments?

What is 12?

400

These can be used when documenting accounts however NOT when adding notes to a service order.

What are approved abbreviations?

400

TRUE OR FALSE

Work Items represent a task or assignments where actions must be taken in order to resolve issues.

What is true?
400

TRUE OR FALSE If a customer is struggling with the Virtual Assistance Web chat, you tell them too bad, and they have to figure it out.

What is false?

400

The female version of this name is Charlotte, Caroline, Charlene, and Carla.  Otherwise known as Kelly's father's name.

What is Charles?

500

Contracts over this many days in arrears without a payment arrangement are automatically removed from budget billing.

What is 60 days?

500

These assist with documenting an account using the RARE Method.

What is Who? What? Where? When? And Why?

500

This work item would be created if a customer were to call with a collection agency question that is above inquiring what collection agency their account was sent too.

What is Immediate Work Item (method), Credit Supervisor F/Up (Work Item Type), Assign To Work Group: Credit Reserve to User: ga-CollAgency_OpenC (Work Item Group)

500

These are the 5 items that a landlord and property manager can do on the Landlord Portal.

What is: View responsible person: Landlord or Tenant, View Alerts (Regulatory alerts on all properties and Account alerts on Landlord properties), View average usage and average bill information, View Property Usage History reports and Manage reversion options and notification preferences?

500

Karrie is going on vacation in May. Where is she going and who is she going with?

What is her Hollywood, FL and her sister.

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