PPJV Wires Dashboard Walkthrough
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Questions and Answers

What should you do before creating a wire template?

  • Select the branch from which you are creating the wire (correct)
  • Click on Live Board
  • Access the Dashboard Wire card
  • View your inbound files

    • Where can you find your inbound files, outbound files, and transactions on PPJV Wires?

  • Create a Transaction section
  • Branch Selection drop-down menu
  • General Information tab
  • Dashboard/liveboard (correct)

    • When can you create a wire template on PPJV Wires?

  • After selecting a branch
  • At any point along the progress bar from General Information to Review (correct)
  • Before viewing your outbound files
  • Only after clicking on Live Board

    • What is the purpose of saving a wire template on PPJV Wires?

    <p>To store prefilled information for future repeated use</p> Signup and view all the answers

    What should you do after giving your wire template a name?

    <p>Click the green Create button</p> Signup and view all the answers

    What naming convention does PPJV recommend for wire templates?

    <p>One determined by your credit union</p> Signup and view all the answers

    Where can you find the option to apply a template on the General Information screen?

    <p>On the right dropdown menu</p> Signup and view all the answers

    What should you do to modify an existing template?

    <p>Select your branch on the dashboard, go to Messaging, then Templates</p> Signup and view all the answers

    Why does PPJV recommend using a specific naming convention for templates?

    <p>To make finding and using the correct template easier</p> Signup and view all the answers

    Where can you find options to edit, duplicate, or delete a template once it's highlighted?

    <p>In the upper middle of the screen</p> Signup and view all the answers

    Which action should be taken to view the history of a template?

    <p>Click on View template details</p> Signup and view all the answers

    What technologies and partnerships does PPJV provide to support users?

    <p>ISO 20022 compliant technologies and partnerships</p> Signup and view all the answers

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