Podcast
Questions and Answers
The operations team is responsible for conducting quarterly reviews of client details and funding accounts.
The operations team is responsible for conducting quarterly reviews of client details and funding accounts.
False
New funding accounts can be registered by the treasury as needed based on the protocols in place.
New funding accounts can be registered by the treasury as needed based on the protocols in place.
True
The service team is involved in selecting applicable funding accounts and payment methods.
The service team is involved in selecting applicable funding accounts and payment methods.
False
The metrics associated with funding accounts are revised by the service team before being attached as documentation.
The metrics associated with funding accounts are revised by the service team before being attached as documentation.
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The scope of work is gathered by the service team based on the executed master service agreement.
The scope of work is gathered by the service team based on the executed master service agreement.
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Study Notes
Protocol Creation: Treasury Role
- Treasury registers and updates client details and funding account assignments in the system.
- Treasury also registers new funding accounts as needed.
- Treasury performs quarterly reviews to ensure compliance, authorized changes are complete and accurate.
Protocol Creation: Operations Team Role
- Operations team continues and further sets up protocols in the system by selecting applicable funding accounts and payment methods.
- Operations team revises the metrics and attaches documentation in the system as needed.
- Operations team updates the tracker form listing all awarded studies.
Protocol Creation: Service Team Role
- Service team reviews and gathers the scope of work defined in the executed master service agreement or scope of work.
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Description
This quiz assesses your understanding of the protocols involved in the Treasury and Operations teams regarding client details, funding accounts, and compliance reviews. You'll explore the distinct roles of the Treasury, Operations, and Service teams and how they contribute to maintaining organizational efficiency. Test your knowledge and ensure you’re aligned with the processes involved.
