BOS Training Manual Module 3

An educational and engaging training environment with a focus on account management, featuring a diverse group of professionals engaging with technology and learning materials.

BOS Training Manual Quiz

Test your knowledge with our comprehensive BOS Training Manual Module 3 quiz. This quiz is designed to assess your understanding of account conversions, refund requests, payment transactions, and key attributes within the system.

10 Questions
Multiple Choice Format
Instant Feedback on Answers

10 Questions2 MinutesCreated by LearningGuide742

Account Conversions are triggered by editing the Account type in the Account Type summary card.

True

False

An unregistered account can be converted to a prepaid account by the customer on the CWP.

True

False

An account conversion is listed in the Account History tab as an Account

Conversion

Transfer

Opening

Modification

Refund requests are created from the

History tab.

Transactions tab.

Accounting tab.

Cases tab.

Double click on a payment transaction to

Reverse Payment, Adjust Payment or Re-allocate Payment.

Refund Payment, Re-allocate Payment or Transfer Payment

Reverse Payment or Transfer Payment.

Adjust Payment or Cancel Payment.

If a payment is posted to the wrong account, it needs to be

Adjusted.

Reversed.

Re-allocated.

Transferred.

A metallized windshield attribute can only be set under the Main Menu option

Trips.

Cases.

Pass Management.

Vehicles.

A customer with a metallized windshield needs to call the CSC to have their trips designated as HOV.

True

False

BOS Training Manual Module 3

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