Clone of Field Documentation Quiz

1

Name* This field is required.

First Name

Last Name

2

Email* This field is required.

example@example.com

3

True or False: In Encircle, your Organization Settings are where you add your company details, manage access to Floor Plans, and set your default Hydro task list.* This field is required.

True

False

4

Where do you go to add your company logo so it appears on all reports and forms?* This field is required.

A) Hydro Settings

B) Brand Info under Organization Settings

C) Team Members page

D) User Account Settings

5

Which permission set gives a user access to manage users, billing, and organization-wide settings?* This field is required.

A) Limited Permissions

B) Standard

C) Admin

D) Technician

6

True or False: Encircle subscriptions limit the number of users, so you’ll need to assign licenses carefully.* This field is required.

True

False

7

What’s the correct way to request a new Custom Form for your organization?* This field is required.

A) Submit a Custom Form Request through the Encircle Help Centre

B) Email Encircle Support directly

C) Create it manually under Note Templates

D) Upload a PDF form to your job file

8

What is the purpose of creating Note Templates in Encircle?* This field is required.

A) To automatically generate reports for each claim

B) To provide pre-formatted note structures your team can reuse on every job

C) To collect customer signatures

D) To control user access levels

9

What does the XactAnalysis External Assignments integration do?* This field is required.

A) Imports floor plans from Xactimate

B) Sends job reports directly to carriers

C) Automatically receives job assignments from carriers or TPAs into Encircle

D) Syncs your job notes to Xactimate

10

Before enabling the Xactimate integration in Encircle, what information do you need ready?* This field is required.

A) Your Stripe account

B) Your company tax ID

C) Your Encircle Magic Email

D) Your XactNet address

11

True or False: Encircle Payments can only be set up by an Admin and is currently available in the USA and Canada.* This field is required.

True

False

12

Why should you encourage your team to complete the Field Documentation Basics course in the Learning Hub?* This field is required.

A) It teaches them how to submit invoices

B) It walks them through capturing photos, notes, and signatures in the field

C) It shows them how to manage payroll

D) It explains how to set up integrations

13

Score