learner mode user guide - cuna...contact cuna cpd online team: [email protected] 800-356-9655;...
TRANSCRIPT
Questions? Contact CUNA CPD Online Team: [email protected] 800-356-9655; ext: 4072
Learner Mode User Guide Learner mode is the most commonly used mode in CPDOnline. Learner mode provides users with
access to their training information, messages, and performance-related data. In CPDOnline, a user
whose account has Active and Logon enabled options selected on the User Properties page will
have access to Learner mode.
Topics:
Updating Your Profile
Enrolling in a Learning Activity
Cancelling Registrations(s)
Viewing Your Transcript
Enrolling and Registering for Assigned Training
Printing a Certificate
Using Universal Search
Viewing the Timeline
Viewing Exam Responses
Creating a Self-Reported Training Activity
Signing Out
Updating Your Profile:
1. From the home screen, click on the Self icon and then Profile Details.
2. Click the pencil icon to edit profile details like name and email address, or click
Preferences to change details like time zone. Click View Resume to view or upload your
resume.
Questions? Contact CUNA CPD Online Team: [email protected] 800-356-9655; ext: 4072
Resume details automatically load.
Questions? Contact CUNA CPD Online Team: [email protected] 800-356-9655; ext: 4072
Enrolling in a Learning Activity:
1. Click on the Search icon .
2. Select Find A Course
3. Enter a course code or name, or keywords.
4. Find the appropriate course or exam that fits your needs, click the dropdown button next to
Select and click on Register.
5. Select/check box the item(s) you would like to register for and click Next. **Note, your
selected activities will appear on the right-hand panel.**
6. Click Submit to process the registration.
**Note – the step below is only if your course has a cost**
6.2 Select your Credit Union and click Pay Now.
*Note – Registered learning activities will be listed on your Learner Dashboard.
Cancelling Registrations(s):
1. Click on the Self icon , click on Learning, click on Training Schedule.
2. Select or check box the activity you wish to cancel.
3. Click Cancel Registration.
4. Select or check box the activity you wish to cancel and click Cancel Marked.
Viewing Your Transcript:
1. Click on the Self icon , click on Reporting, click on Training Transcript.
Questions? Contact CUNA CPD Online Team: [email protected] 800-356-9655; ext: 4072
2. When your transcript appears, you can Export to PDF for easy printing.
3. Click on File.
4. On the bottom of the page or upper right you will see:
5. Click on to Print and to Save (you can name the file and select where to save it).
Enrolling and Registering for Assigned Training:
1. Click on the Timeline icon.
2. Click the “arrow” that says Assigned, then click the Register button next to the activity of
your choice.
Questions? Contact CUNA CPD Online Team: [email protected] 800-356-9655; ext: 4072
3. Click the Submit button at the bottom to complete the registration. **Note, your
activities will appear on the right-hand panel.**
4. Congratulations! You have now registered for your assigned training. You can click on the
Start button to launch your training from this screen. Click Done to go back to the Learner
Dashboard.
Printing a Certificate:
1. Click on the Self icon , click on Reporting, click on Training Transcript.
2. Click on the image of the certificate.
3. A pop up will appear and you can print or export to a PDF.
Questions? Contact CUNA CPD Online Team: [email protected] 800-356-9655; ext: 4072
Using Universal Search:
1. Click on the Search icon.
2. The Search tab slides open, and you can type in the search box or click on the icons for
Find A Course, Find Another Person, Find A Report, Find An Admin Page, Edit Your Profile, or
Find An Activity.
3. Entering a topic in the search box will bring up results in all categories. You can click the
blue buttons to continue to that item, or click the orange X at the upper left to exit Search.
4. Search results for all categories will show on the screen. You can enroll for a course or
activity directly from the results page by clicking the toggle on the Select button.
Viewing the Timeline: The Timeline links you to all the learning activities you have registered for as well as any tasks that
have been assigned to you and tracks when assignments are due.
1. Click on the Timeline icon.
2. Click on any “arrow” to see only those items. Click the orange X at the left to close
Timeline.
3. Click Past Due to see only items that are overdue.
4. Click on Tasks to see only tasks.
5. Click on the Filter toggle to sort the tasks further.
Questions? Contact CUNA CPD Online Team: [email protected] 800-356-9655; ext: 4072
6. Click on All to see all tasks and learning activities together.
Viewing Exam Responses: Unfortunately, we are unable to give you a copy of a complete CUNA exam with all answers. This is
because we are committed to preserving the integrity for all our online exams. However, you can
view the ‘interaction detail’ for any CUNA exam! These details will show which questions you
answered correctly or incorrectly.
1. Click on the Self icon , click on Learning, click on Training Schedule.
2. Click on Completed Activities.
3. Locate the exam to view. Then click the dropdown button next to Options and select View
Progress Details.
Questions? Contact CUNA CPD Online Team: [email protected] 800-356-9655; ext: 4072
4. You will now see the learning activity progress detail page. To view detailed interaction
data, click the small blue icon (towards the middle of the page).
5. You will now see the exam responses or “interaction data.”
Questions? Contact CUNA CPD Online Team: [email protected] 800-356-9655; ext: 4072
Creating a Self-Reported Training Activity: Training activities that you complete outside of CUNA CPDOnline can be entered into the system. For
example, if you take a class at a community college, you may enter the class information and it will
appear on your training reports.
To enter self-reported training:
1. Click on the Self icon , click on Learning, click on Self-Reported Training.
2. Click New.
3. Enter a short Name for the training you completed.
4. [Optional] Enter a code if your company has provided a list of codes.
5. [Optional] Enter a description of this training.
6. Select an appropriate Activity Type for this training.
7. [Optional] Fill out the other entry fields as desired.
8. Click OK.
Signing Out:
You can sign out by clicking the Self icon in the top toolbar and selecting Signout. The application
stores any user preferences that you saved.