Escalation
Status
On-hold
SSN Ver no SSNDMS
In allocation change FC product group to SSNV product
Page where we based the company name and address (besides for client's email)
Implementation Question
4 digits that represents pacing, IC and sales rep.
Camcode
Tab where you configure global
Entitlements
Sales Collab Notify
Yes
MV with estimated # of annual screen in adjust price and not inlcuded in the package
add manually in allocation - weight value 1
If GMSA is amendment, what other doc. should be inlcuded in the sales order?
ESOM/Full GMSA
Status and SO Cust. Type in SITSND (before sorting)
Pacing and Pesmid
Note: Project on Collaboration Report as a Sales Escalation
Dashboard Note
Sales Collab Curr
Date Processed
Additional Contact
Billing Tab - Contact - F6 - Add Totally New Contact - Fill out all the information needed
Package and Ala carte can be seen
Screening Solution Page
2 Types of Sales Order
Initial and Restart
Edit adjust pricing
Maintain Price/View History
What should be the target live date?
One year from the date processed
Global with estimated # of annual screen
entitlements - right click global services, grant all, process changes - role tab - highlight general user role - right click global services, Add All Child Entitlements to Role, process changes
2 Types of Credit Authorization
Transunion and Equifax
Product group and Attributes for Extended County Criminal Court Record
CH - * - county - * - extended - Felony and Misdemeanor
Tab where you can see "Order Preferences" (for other names package)
Preferences
How to change the project risk?
1.Double Click on the SCN Code
2.Change “Project Risk” to Yellow
3.Click Save
Other name/ Allias package
Detail tab - Preferences, Order Preferences - tick Order Other Names
GMSA stands for
Global Master Services Agreement
(AEGIS) Enter the following template into the “notes for reviewer”
1.Company Name
2. Recipient/Contact Name
3.Email Address
3 Fields that needs to update in "Details" tab
1. Order Vol.
2. Order Freq.
3. Annual Rev.