Payment Plans
How do you adjust down a payment plan?
What is Click the Adjust Down button in Staff App
This is the disposition you should be on when you are calling your Dr. office to make a doctors appointment.
What is Personal Break
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Who is Tanya
If a student chooses a 3 pmt Balance Resolution payment plan, how many drafts SHOULD you set up?
What is 4. The fourth draft will be the amount that Liberty will be waiving
This is the amount of time taken off of research time for an email sent.
what is 3 minutes
This is the number of drafts you can offer a LUO Student that wants to set up a PP on the FCI deadline date.
What is 2-12 months
How often should you check the queue when acting as backup?
What is Between every outbound
This Rep has costumes for any occasion
Who is Darcy
If a student has received a previous Balance resolution, how much of their current balance can Liberty waive?
What is 0%
You should be on this disposition when sending a lengthy email
What is Extended work time
What PP's are available to a Stu who is Late adding?
What is None, PIF only
This Banner page will show you a Student refund charge rate.
What is SFAREGF
This Rep loves to travel
Who is Christine
If another agent has offered a balance resolution that day, you do not need to check the numbers yourself. True or False
What is False
What are the two ways you can accept a task in finesse?
What is You can go on ready and the task will withdraw you from ready until you accept it. You can open task management-my queues-pick task
What are the spacmnt requirements for setting up a PP?
When can you call a Student in a call restricted State?
What is If you have a scheduled CB or the Stu requests a CB
This Rep is getting married soon!
Who is Gage
This is the term that a Balo marker would be applied to when approved for a rollover
What is the term that the Student needs to complete FCI in.
Can a payment receipt be emailed to a student's personal email?
What is Yes if the Student has verified their information, including LUID
List the correct steps in order for zeroing out an upcoming draft that a student would like to pay over the phone
What is Take the payment, propose zeroed out draft, adjust down PP
You need a SUP approval to add a NSF override marker in Staff App. True or False
What is False
This agent reviews your calls for PCI compliance
Who is Lupe
If a student has these two holds, it will prevent a rollover approval
What is WO and BR
This is the team email address for an email you receive if you do not add the Student ID to an outgoing email.
What is VOIP-team@liberty.edu