Authorization
Jane Doe asks your who her FC Admin is, where should you direct her instead?
For Client Portal
What does FCP stand for?
For Client Portal
Which Quick Code would you use for an unlisted/unauthorized caller?
Unauthorized/Unlisted Contact
Bob Smith calls in to open a support ticket, but he is not listed. What type of support case would you create?
Unlisted Caller Case
What time is the FCP monitored?
Monday - Friday 7am-6pm CT
What product should you select for an Unauthorized caller case?
For Client Portal
Who would you put an unlisted caller case under?
FC Admin
Does the FCP offer AH support?
No, unless the entire portal or jSource is down
New Client
Who would you place an unauthorized case under if there is no FC Admin
Primary Contact
What do you tell a caller that calls to place a case during after-hours?
After the case is created and you have given the caller the case number, what steps should you give an unauthorized caller?
FCP will reach out to FC ADmin > Once authorized they will need to call back or log a case of the client portal
What do you tell an FC Admin if they ask for instructions to add or authorize employees?
Direct them to the FCP training. Site Help Quick Link>Documentation>User Manuals>For Clients Administrator Procedures
Where in the FCP can a client update their information?
Tools/Administration>Account Center>Maintain My Information
What is an example of a case description for an unlisted caller?
(Name) called and is not listed with the company and needs to be authorized for (product).