CA process
CA Process Quiz
Test your knowledge on the CBRE Standard CA process with our engaging quiz! This interactive questionnaire covers best practices, key procedures, and essential tools used in the CA process. Whether you're a seasoned professional or just getting started, this quiz is designed to enhance your understanding and improve your skills.
- Multiple choice and checkbox questions
- Insight on best practices
- Evaluate your knowledge on essential tools
Do you follow CBRE Standard CA process?
Yes
No
CA Best practices are:
Always follow up case from SF
Leave evidence and backup at the database for general reference
Check CA queues every other day
Friendliness.
Perform QC
Pay attention to every detail
Clarity and Concision.
Effective communication
When processing a case that requires an expense update you
Update the database and close the case.
Update the database and leave notes on documents for back up, send for validation, close the case
Update the database, send case for validation, then close the case.
Update the database, keep the case open to work on back up and close before Variance
When more information for Back up is required you...
Leave a comment at case level
Create a log note at the data base
Open a query
Request information from LL
Leave a comment at case level, request information from LL
Leave a comment at case level, open a query, request information from LL
Open a query and request information from LL
All of the above
Have you experience issues when processing AR invoices?
Yes
No
When working on Variance Report what takes most of your time?
Prepare Back up
Waiting for expense updates to reflect on the emailed report
Finding the source of an expense
Formatting the Report
When is the best time to start working on a Variance Report Back up?
When you are working on the Variance
When invoices/documents arrive to keep track
A week before the Variance Report is due to deliver
None of the above
Can Entry point be considered a process priority?
Yes
No
Depends
Is iApp a helpful app for CA?
A great deal
A lot
A moderate amount
A little
None at all
Is iApp accurate when processing documents by itself?
Yes
No
How often do you work on iApp?
Once a week
Twice a week
Every 2 weeks
Once a month
Never
What can be consider your major problem when using iApp/Perceptive Content?
I have no problems with iApp/Perceptive Content
Log in
Can't select an expense
Can't validate
Must do input manually
How often do you work on Perceptive Content?
Once a week
Twice a week
Every 2 weeks
Once a month
Never
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