Name That System!
If a ppt wants to fax something to us, you would use this system to check the plan fax #
Salesforce Lightning / KM
A ticket would show this status if is no longer being worked on.
Closed/Completed
You would do this if a ppt wants a statement from 5 years ago
Create a task
This show followed the lives of four women living in Miami
The Golden Girls
This Disney movie features emotions named Joy, Sadness and Anger
Inside Out
You would use this system to see what Targeted Messages are available
Salesforce / Smartworks
To create a task you would hit this button in PSR
Research
You would go here to see this ppt's employment status in PSR
Inquiry Window
This tv show followed doctors working at a mobile army hospital during the korean war
MASH
What Disney movie is set in the Land of the Dead?
Coco
You would use this system to check the status of a ticket / task ID
PSR > Task Manager
You would always choose this host in Omni
Top One (1-SP)
This is the name of the job aid that you can use to see what task description & subtopic you would choose when creating a task
Task Matrix
This show featured a sheriff named Andy Taylor
The Andy Griffith Show
This Disney princess had a raccoon sidekick named Meeko
Pocahontas
You would use this system if you wanted to see an account balance from a date in 2018
Omni
You would hit this button in PSR if you want to locate an existing ticket in task manager
Search
For most plans a ppt can contribute their money into these 3 types of money sources
Pretax, Roth & Aftertax
This show features a family living at 1313 Mockingbird Lane
The Munsters
This is the name of the toy store in Toy Story 2
Al's Toy Barn
You would use these two systems if you wanted to see if a ppt has a QDRO hold on their account
PSR & Omni
This is the path you would take in Omni to view the participants personal information
Components > Participant > Participant Detail V1
Big Bank Betty calls in and wants her mail preferences updated from U.S. Mail to edelivery. What would be a proper response?
They would have to change this in their online account
This sitcom followed the lives of employees at a radio station in Cincinnati
WKRP in Cincinnati
This is the name of Simba's Mother in Lion King
Sarabi