OneTrust International University

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System Training

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Encompass SandBox Mode [Mini-Course]

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This mini-course will introduce learners to the SandBox Mode, which is a feature in Encompass.

Expected Duration: Approximately 10 Minutes

Delivery Method: Text & Video, sound WILL be needed for Module

Assessment: A final assessment will be given at the end of this Course. The final assessment requires a passing score of 80% or higher. You will have two attempts to pass.

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Conversation Log [Mini-Course]

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Intended for all Ops and Sales employee, who work in Encompass. This mini-course provides an overview of the Conversation Log, including how to access and use it.

Expected Duration: Approximately 5-10 Minutes

Delivery Method: Text & Video, sound WILL be needed for Module

Assessment: This Course does not contain any quizzes, nor will there be a final assessment after the course is completed.

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Unassigned Section [Mini-Course]

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All Encompass loan files contain an Unassigned Section. This mini-course provides an overview of the best practices, as it relates to the Unassigned Section.

Expected Duration: Approximately 5 Minutes

Delivery Method: Text & Video, sound WILL be needed for Module

Assessment: This Course does not contain any quizzes, nor will there be a final assessment after the course is completed.

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Mavent

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This Course is broken out into 4 Modules to provide you with a greater understanding of Mavent Reports. Through this course you will learn what a Mavent Report is, how to run a Mavent Report in Encompass, and what steps need to be taken when the Mavent results in a Fail.

Expected Duration: Approximately 60-90 minutes

Delivery Method: Text only, sound NOT needed during this Module

Assessment: A final assessment will be given at the end of this Course. The final assessment requires a passing score of 80% or higher. You will have two attempts to pass.