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Sitelink Final Review

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  • If a client calls for assistance with Access Control and it is determined to be out of scope, which queue should they be transferred to?
    Access Control - Sitelink Tier 2 Queue
  • What procedure does a client need to follow to schedule a new rate for a current customer?
    Operations > Payments > Select Unit > Ledger Settings > Schedule Rent > Add the amont under New Rent > add the Effective Date and click ok to save the info
  • Which wrap-up/disposition code would you use after resolving an in-scope inquiry?
    SL T1 - In Scope Issue Resolved
  • What information do you need to type or paste into the PureCloud call notes after the interaction is over?
    Case #
  • If a facility asks to send a mass email to their tenant base, is this possible?
    Yes, SLWE > Company > Forms > select a Document & tenants in question > Email > Process
  • Can customers write their own custom query reports?
    No, custom reports need to be requested from the Storable team, these inquiries need to be transferred to Tier 2 (or Tier 3 for Strategic Clients).
  • Which of the following options includes all versions of SiteLink that SiteLink Tier 1 does support?
    SLWE, CCC, SL MyHub, and CCC MyHub
  • What are the steps the customer must follow to reprint a form after move-in?
    options 2 and 3 are correct
  • If a facility wants to require an email at move-in for tenants, can this be required in SiteLink Web Edition?
    Yes, in SLWE > Setup > Tenants Defaults
  • How do you add a discount plan during move-in?
  • Which report shows you a list of tenants who are on auto bill?
    Credit Card Roll
  • Where would a facility change the move-in date to a future or past date for a tenant during the move-in process?
    SLWE > Move in > Select Unit > Select Tenant > under Account section of Move in Screen
  • What troubleshooting steps should be followed if a report(s) wont load in SLWE?
    Check if SAP Crystal Report is installed,reset the Database, and perform a Live Update