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Course 5: Manage Business Operations Assessment
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1
Name
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First Name
Last Name
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2
Email
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example@example.com
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3
Calculation
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4
Q1. An admin deletes the tag “Honeymoon” from the Itinerary Tags list and selects Save. What happens to the itineraries that already use it?
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a) They keep the tag, but it can’t be added to new itineraries.
b) The tag stays until each itinerary is opened and saved again.
c) The tag is removed from every itinerary, Day Tour and component it was assigned to.
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5
Q2. You’re building a Day Component and the activity you want isn’t in the search dropdown. What should you do?
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a) Select + SAVE AS FREE TEXT.
b) Click on Request Content.
c) All of the Above.
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6
Q3. Where in the Itinerary Builder do you add a Multi-Day Component to an itinerary?
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a) In the Planner step.
b) In the Accommodation step.
c) In the Route Builder step.
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7
Q4. A client wants to book one of your Sample Itineraries for travel in March. How do you add their name and travel dates?
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a) Add the dates directly to the Sample Itinerary and share the link.
b) Select Copy as Personal, then add the client’s name and travel dates to the new Personal Itinerary.
c) Add a Scheduled Departure for the client’s dates.
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8
Q5. Which fields must be completed to create a new contact in the Contact Manager?
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a) Email and Phone Number.
b) First Name and Email.
c) First Name and Last Name.
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9
Q6. You’ve prepared your client list in Excel and want to bulk import it. How should you save the file before uploading it?
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a) As a CSV (comma-delimited) file.
b) As an Excel workbook (.xlsx).
c) As a PDF.
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10
Q7. You delete the status Awaiting Quote, which has six trips in it. What happens to those trips?
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a) They’re deleted along with the status.
b) They move to None until you assign a new status.
c) They move to the status you choose in the Delete trip status window.
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11
Q8. A trip card on the board has turned orange. What does this mean?
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a) A task is due today or overdue.
b) Something is due within the next 7 days.
c) Something is due within the next 30 days.
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12
Q9. A colleague updated a traveller’s name on a trip last week. Where can you see who made the change and what the name was before?
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a) The Activity tab.
b) The Notes section of the Overview tab.
c) The Travellers tab.
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13
Q10. Which statement about finding enquiries with no travel dates is correct?
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a) The Travel dates filter has a No dates option that shows them.
b) Searching for “TBC” in the search bar shows them.
c) The pipeline has no filter for trips without dates, so they can’t be searched for.
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Q11. A personal itinerary has already been used on a trip, and you need to use it for another traveller. How do you do this in Wetu?
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a) Create a copy of the personal itinerary, add the new traveller's name, and the trip is created automatically in the pipeline.
b) Link the same personal itinerary to the new trip directly from the pipeline.
c) Link the used personal itinerary to the new trip, and Wetu shares it across both trips.
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Q12. You need to send a lodge the details of everyone travelling on a trip. Which formats can you download from the Travellers tab?
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a) CSV and PDF.
b) CSV, PDF and Excel.
c) PDF only.
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16
Q13. In the Tasks panel, which tasks appear under the Urgent filter?
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a) Tasks due today or overdue.
b) Tasks due within the next 7 days.
c) Tasks with no due date.
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17
Q14. Which of these can an automation NOT do?
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a) Change a trip’s status.
b) Send an in-app notification.
c) Update trip fields, such as PAX or travel dates.
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18
Q15. You want reminders sent 30 days and 7 days before a trip departs. How should you set this up?
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a) One automation with both reminder points as conditions.
b) Two automations, one for each reminder point.
c) One automation set to repeat weekly.
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