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training_videos [2023/08/09 09:53] – lisa.maloneytraining_videos [2024/02/20 15:50] (current) – tina.robles
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-**Training Videos**+====== Training Videos ======
  
-See the attached videos for additional information. 
  
-**Contracts** 
  
-__Amending a Contract__+See the attached videos for additional information.
  
-https://youtu.be/kTNZxT9-rwc+===== Pending Reasons =====
  
------ 
  
 +**Calculated Rate Zero**
  
-**Resolving Pending Claims**+https://youtu.be/BPCERc01rlw
  
-__Calculated Rate Zero__+**Contract Version Missing Sku**
  
-https://youtu.be/BPCERc01rlw+https://youtu.be/1Gn65VR2XD0
    
-__Event Date Mismatch__+**Event Date Mismatch**
  
 https://youtu.be/Hxy8-jaGPGk https://youtu.be/Hxy8-jaGPGk
    
-__Explicit Contract Rate Zero__+**Explicit Contract Rate Zero**
  
 https://youtu.be/j-uWEqMi27k https://youtu.be/j-uWEqMi27k
    
-__Growth Period Incomplete__+**Growth Period Incomplete**
  
 https://youtu.be/rdv2rcIzpos https://youtu.be/rdv2rcIzpos
    
-__Ineligible Claimant or Ineligible Distributor__+**Ineligible Claimant or Ineligible Distributor**
  
 https://youtu.be/1mR24DUW95Q https://youtu.be/1mR24DUW95Q
    
-__Ineligible Event__+**Ineligible Event**
  
 https://youtu.be/urKf7QlcUJo https://youtu.be/urKf7QlcUJo
    
-__Ineligible Sku__+**Ineligible Sku**
  
 https://youtu.be/eipDlihzb9Y https://youtu.be/eipDlihzb9Y
    
-__Missing Line Item Distributor__+**Missing Line Item Distributor**
  
 https://youtu.be/JKMmLjznqXA https://youtu.be/JKMmLjznqXA
  
-__Missing Manufacturer Sku__+**Missing Manufacturer Sku**
  
 https://youtu.be/u_RS0kvoLi8 https://youtu.be/u_RS0kvoLi8
  
-__Missing Price__+**Missing Price**
  
 https://youtu.be/MRtbbpWkS7A https://youtu.be/MRtbbpWkS7A
  
-__Missing UOM Conversion__+**Missing UOM Conversion**
  
 https://youtu.be/OIsfhbe0iIg https://youtu.be/OIsfhbe0iIg
  
-__Multiple Events__+**Multiple Events**
  
 https://youtu.be/-FX-vhvps9o{} https://youtu.be/-FX-vhvps9o{}
  
-__Negative Rates__+**Negative Rates**
  
 https://youtu.be/EZfViuqF2II https://youtu.be/EZfViuqF2II
  
-__No Contract__+**No Contract**
  
 https://youtu.be/kTR9yH51sT0 https://youtu.be/kTR9yH51sT0
  
-__Out of Time Frame__+**Out of Time Frame**
  
 https://youtu.be/7SSJz6d1on0 https://youtu.be/7SSJz6d1on0
  
-__Overspent Event__+**Overspent Event**
  
 https://youtu.be/-Tjo8tCqGUY https://youtu.be/-Tjo8tCqGUY
  
-__Possible Duplicate__+**Possible Duplicate**
  
 https://youtu.be/X79x83otQbw https://youtu.be/X79x83otQbw
  
-__Requested Amount Greater Than Calculated__+**Requested Amount Greater Than Calculated**
  
 https://youtu.be/nrTgtygqZ78 https://youtu.be/nrTgtygqZ78
  
-__Editing Claim Data to Clear a Pend__ 
  
-*https://youtu.be/Dd6VPe2_3Pw*+----- 
 + 
 + 
 +===== Resolving Pending Claims ===== 
 + 
 + 
 +**Amending a Contract** 
 + 
 +https://youtu.be/kTNZxT9-rwc 
 + 
 +**Editing Claim Data to Clear a Pend** 
 + 
 +https://youtu.be/Dd6VPe2_3Pw*
  
-__Linking a Contract to a Claim__+**Linking a Contract to a Claim**
  
 https://youtu.be/4xu662oDTak https://youtu.be/4xu662oDTak
  
-__Mass Recalc__+**Mass Recalc**
  
 https://youtu.be/hMmHhJLSRy4 https://youtu.be/hMmHhJLSRy4
  
-__Overrides__+**Overrides**
  
 https://youtu.be/VMqe3kAGLAk https://youtu.be/VMqe3kAGLAk
  
-__Rejecting__+**Rejecting**
  
 https://youtu.be/CuO4G87DVBo https://youtu.be/CuO4G87DVBo
  
-__Splitting Claims__+**Splitting Claims**
  
 https://youtu.be/6npNRMwpYTg https://youtu.be/6npNRMwpYTg
  
-__Contract Version Missing Sku__+----- 
 + 
 +=====Contract Basics===== 
 + 
 + 
 +**Contract Basics-Family Information Action Buttons** 
 + 
 +https://youtu.be/Othvy2F-p-c 
 + 
 +**Contract Basics-Claims Tab** 
 + 
 +https://youtu.be/7ClQJwbTYM0 
 + 
 +**Contract Basics-Client Defined Fields CDFs** 
 + 
 +https://youtu.be/Hf31sFqpevc 
 + 
 +**Contract Basics-Contact Tab** 
 + 
 +https://youtu.be/UJE6J-X8mVQ 
 + 
 +**Contract Basics-Family Information Contract Title** 
 + 
 +https://youtu.be/RdJ9iODE3zY 
 + 
 +**Contract Basics-Family Information Contract Type** 
 + 
 +https://youtu.be/uxE_xdPOPRs 
 + 
 +**Contract Basics-Family Information Cost Basis** 
 + 
 +https://youtu.be/mU4fBSJWP-s 
 + 
 +**Contract Basics-Date Information** 
 + 
 +https://youtu.be/DUqm005DZzA 
 + 
 +**Contract Basics-Distributor Tab** 
 + 
 +https://youtu.be/mF1L6skusug 
 + 
 +**Contract Basic-Version Info** 
 + 
 +https://youtu.be/ld-lINGp0D4 
 + 
 +**Contract Basics-Letters Tab** 
 + 
 +https://youtu.be/zSMrFOmeA2Q 
 + 
 +**Contract Basics-Lumpsum Tab** 
 + 
 +https://youtu.be/ES8ZOKeH6Ac 
 + 
 +**Contract Basics-History Tab** 
 + 
 +https://youtu.be/wSq0_A0t1Ps 
 + 
 +**Contract Basics-Notes & Attachments Tab** 
 + 
 +https://youtu.be/R-l39ZZqKNQ 
 + 
 +**Contract Basics-Growth Tab** 
 + 
 +https://youtu.be/VB1WIvagyvs 
 + 
 +**Contract Basics-Non Editable Fields** 
 + 
 +https://youtu.be/gnPIYkoNMKE 
 + 
 +**Contract Basics-Exposure Tab** 
 + 
 +https://youtu.be/dkIDp2ZBUbk 
 + 
 +**Contract Basics-Product Tab part 1** 
 + 
 +https://youtu.be/yNafdAc1MUA 
 + 
 +**Contract Basics-Product Tab part 2** 
 + 
 +https://youtu.be/ipt53MLRoGQ 
 + 
 +**Contract Basics-Mass Update** 
 + 
 +https://youtu.be/vnYLhIN2Hs0 
 + 
 +**Contract Basics-Show purchases** 
 + 
 +https://youtu.be/TbjQ3gsatDQ 
 + 
 +**Contract Basics-Termination Info** 
 + 
 +https://youtu.be/IlI-sxfdOr4 
 + 
 +**Contract Basics-Back-out and Exclusions** 
 + 
 +https://youtu.be/vCm-t2-i5mo 
 + 
 +**Contract Basics-Accrual Reporting** 
 + 
 +Old Process- https://youtu.be/Sc5UTJVixHk 
 + 
 +New Process-  https://youtu.be/0Foqn7QRMLQ 
 + 
 +**Contract Basics-Action Buttons** 
 + 
 +https://youtu.be/OL6drECn4zw 
 + 
  
-https://youtu.be/1Gn65VR2XD0 
  
training_videos.1691574807.txt.gz · Last modified: 2023/08/09 09:53 by lisa.maloney

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