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Official Course
Description: MCCCD Approval: 4-22-03 |
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CSI254
2003 Summer I – 2008 Fall |
L+L |
2.0 Credit(s) |
3.0 Period(s) |
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Account
Management System |
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Exploration
of Account Management System. Emphasis on account maintenance through the
portfolio review and statement review processes. Prerequisites: None. |
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Go to Competencies Go to Outline
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MCCCD
Official Course Competencies: |
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CSI254 2003
Summer I – 2008 Fall |
Account Management System |
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1.
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Explain the purpose of the Account Management System. (I) |
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2.
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Identify screens in the Account Management System. (I) |
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3.
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Summarize procedures for conducting a portfolio review.
(II) |
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4.
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Complete a portfolio review. (II) |
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5.
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Summarize procedures for conducting a Critical Account
Maintenance (CAM) review. (III) |
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6.
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Complete a CAM review. (III) |
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7.
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Summarize procedures for conducting a statement review.
(IV) |
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8.
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Complete a statement review. (IV) |
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9.
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Explain the benefits of account maintenance. (I-IV) |
Go to Description Go to top of
Competencies
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MCCCD
Official Course Outline: |
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CSI254 2003
Summer I – 2008 Fall |
Account Management System |
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I. Account Management
System A. Purpose B. Screens C. Fields D. Navigation II. Portfolio Review A. Purpose B. Process C. Results III. CAM Review A. Purpose B. Process C. Results IV. Statement Review A. Purpose B. Process C. Results |
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