CATEGORY 1
Which FOS is abbreviated PD?
Personal Development
Why are requests Denied?
1. Is already on transcript
2. Is a duplicate request
When can a request be approved?
After it has been reviewed by the 1st and 2nd reviewer and everything needed for approval is present.
How long is the doc retention sla?
5 days
When there is Bootcamp and no delivery method identified which verbage do you use?
Needs Delivery Method
Which delivery method accepts CPE of 0.5 ?
Self Study
Which delivery method is Self-paced and E-learning?
Self Study
CPE of 1 or more is accepted by which delivery method(s)?
Group Live and Group Internet based
If a request on transcript has the same name as the one on the Cert but different CPE and Completion Date, what should be the verbage?
Already on Transcript
What is Document Retention?
Document Retention speaks to saving the courses that have been approved and hence saved on the learners transcript.
When do we can cancel a request?
A request would be canceled if it was created in error, or be canceled at the request of Onshore.
Who is an Expatriate?
An expatriate (often shortened to expat) is an employee sent by his or her employer to work on long- or short-term business projects outside of the country that they reside in. In the Case of KPMG it would be any employee who resides out side of the US.
When organizing documents to combine for doc retention, which attachment is placed last?
Notes
classroom setting with a real time instructor, participants in a group setting calling in to a teleconference, can be identified if the Location is given on Certificate, if not then escalate.
Group Live
When saving your combined document in the folder what should you start with?
108_
Where a request cannot be approved, where on the sheet does it go?
The bottom
If an expat request is missing information on the supporting documents such as : FOS, CPE, delivery method location, sponsor letter etc, what do we do?
Escalate the request to onshore
Can be identified as Virtual, Web-based and Webcast
Group Internet Based
This is used when there is a detailed agenda (descriptions of what each session will discuss) or course description attached or relatable categories are placed in the FOS section.
FOS TBD
If the delivery Method on a Cert is group live and no location is present, what would the verbage be?
Needs Location
What does the "U" in the following IRS # means? HURS9-U-00307-18-O
Taxes
This is used when there is no indication of the FOS or the items placed as Field of Study or not relatable to the categories
Needs FOS
When do we process Transcripts?
LM only process transcripts from Big 4 Firms (Deloitte, E&Y,PWC) all other transcripts would be coded as For Review: Needs Certificate or Letter/Completion.
At what point should you put your docs in 4 Complete?
When the go ahead is given by the QC'er
What does the "E" stands for in the following IRS and what would be the verbage if no FOS is present ont he cert? RPBX8-E-00125-16-S
The E stand for Ethics and the verbage would be FOS TBD.