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1. D DE XC i LSOF T B Copal Amba A Moody s Analytics Company Powered by SARAS e EXCELSOFT BB copa A Moody s Analytics Company Copyright 2013 Excelsoft All rights reserved If this document Is distributed with software that includes an end user agreement this document as well as the software described in it is furnished under license and may be used or copied only in accordance with the terms of such license Except as permitted by any such license no part of this document may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical recording or otherwise without the prior written permission of Excelsoft Technologies Please note that the content in this document is protected under copyright law even if it is not distributed with software that includes an end user license agreement The content of this document is furnished for informational use only is subject to change without notice and should not be construed as a commitment by Excelsoft Technologies Excelsoft Technologies assumes no responsibility or liability for any errors or inaccuracies that may appear in the informational content contained in this document Please remember that existing artwork or images that you may want to include in your project may be protected under copyright law The unauthorized incorporation of such material into your new work could be a violation of the rights of the copyrig2. Select D s Priority Select x Subject In SN Attachment Submit Reset Figure 15 Creating a new ticket 1 Category Select a category from the drop down list Priority Select the priority from the drop down list Subject Type the subject of the ticket usually the brief description of the problem in Detail Type the problem description in detail in this field Attachment E Click P insert a file as an attachment 2 Enter the relevant details LMS User Manual 22 E EXCELSOFT B core A Moody s Analytics Company Welcome DileepKumar excelindia com Close Ticket Summary Open Closed All New Ticket Category Priority Requested On View Reply Close Ticket Content Oct 3 2013 5 12PM View ooo O Content Oct 3 2013 5 16PM View IL New Ticket Gi Category Technical D 8 Priority High D Subject Modem not working sess No power supply to modem result no interne Detail Attachment Submit Reset Figure 16 Creating a new ticket 2 3 Click SUBMIT New ticket raised successfully Figure 17 Success message new ticket raised 4 To view the submitted ticket click View link under View column Welcome DileepKumar excelindia com Close New Ticket Category Priority Requested On Reply Close Ticket Content High Open Oct 3 2013 5 12PM View Content High Open __ Oct 3 2013 5 16PM View 1 O 8 Modem not working Technical High pen Dan 16 2014 3 22PM v
3. 1 Incase you forgot your sign in password click Forgot your password Q Search our programs Copal Home Register FAQ Help Contact us Enter the email address you used to register E mail CE Qualified SI Activity UNS CFA n st Itute Click get password and we will email your password to you CFA Institute has approved this program offered by Copal Amba for 40 credit hour s Get d in If you are a CFA Institute member credit for your participation in this program et passwor gt Back to Sign in will be sutomstically recorded in your CE tracking tool Special offers VIEW OUR LATEST PROGRAMS Value Package Value Package investment Note Industry glEIISEI Combo4 Combo2 Writing Analysis Modelling Figure 10 Application start page Forgot Password 2 Enter your registered email address in the E mail field 3 Click GET PASSWORD The password will be sent to your email address Viewing the available programs NOTE Listed under the Special offers section by default 5 recently added programs are displayed 1 Click on any program to view its details LMS User Manual 17 E EXCELSOFT BB copa A Moody s Analytics Company Home Browse our Programs Program information INVESTMENT NOTE WRITING Description Copal Amba s Investment Note Writing training module is a comprehensive one of a kind program aimed at sharpening the persuasive writing skills of investment analysts and corporate executives thro
4. bi EXCELSOFT E Copal A Moody s Analytics Company Browsing the catalog This section allows you to view all programs that are available 1 Login using the credentials provided to you feel d Helpdesk MTech support wy Logout SIE es Seen tae Pee W Copal FAQ MY HOME MY PROFILE Homepage provides details about In progress and completed programs You can track the percentage of program Help Contact us completed Time remaining to complete the Program and Time Days spent on the Program After Program Completion links are provided to View Print Certificate View Program report and Provide Program related feedback Intelligence allows you to Edit your profile and view Announcement Programs in progress Browse catalog Distributor Program A distributor is a device in the ignition system of an internal combustion engine that Continue gt Name Dileep Kumar routes high voltage from the ignition coil to the spark plugs in the correct firing Certificate Time remaining 46 days Timespent 4days Report Edit profile Industry Analysis Non Restricted Continue Announcements 87 Certificate Time remaining 16 days G Time spent 29 days Report e gt hi gt General Announcements 1 Programs completed Thirty Program Preview Certificate Report WH Feedback Powered by DI Saras Disclaimer Copyright 2014 Copal Amba All Rights Reserved from Excelsoft Figure 29 Home page LM
5. Please check your email for confirmation Click here to login Figure 7 Individual Registration page Successful registration LMS User Manual 14 E EXCELSOFT BB copa A Moody s Analytics Company Viewing Frequently Asked Questions 7 Click FAQ The frequently asked questions page opens in a new window Copal H Close X FREQUENTLY ASKED QUESTIONS FAQ What differentiates Copal Amba s online training from other financial training programs Our online training program covers four core modules Industry Analysis Financial Modeling Equity Valuation and Investment Note Writing The program takes participants through the practical aspects of investment research including real life case studies for hands on model building and valuation and report writing exercises Our experience in training over 5 000 analysts building over 15 000 earnings models and writing over 2 000 investment reports is directly reflected in the success of our ability to provide participants with a practical real world investment research training Is Copal Amba s online training a CFA Approved Provider Program Yes Our online training is a CFA Approved Provider Program and CFA Institute members can earn up to 40 CE credit hours CE credit hours are provided for each online module as follows 4 CE credits for Industry Analysis 16 CE credits for Financial Modeling 8 CE credits for Equity Valuation and 12 CE credits for Investment Not
6. 12 Figure 5 Individual Registration page Contact Details entry ccccccccccccceceeeeeeeeeeeeeeeeeeeeeeeeeaaaaeeacceeeceeeeeesesseeaaaaaaenseeeeeeeeess 13 Figure 6 Individual Registration page Profile Details 14 Figure 7 Individual Registration page Successful registration ntt eerereeeennn 14 EE EE 15 FPOe ea Oc pl role US DE EE 16 Figure 10 Application start page Forgot Password eee eee eee eater ee eee eee eee e eee ee eee eee e essa ee esaaaeeeeeaaeeeeesaaeeeeees 17 FIGUIE Ti Frooram SAIS e EE 18 Figure 12 Browse Programo e wx cacesecncneaccrncscasanntatsanseesceismntatadanncsesnannnatddasyeseacsnnnatadatnegdsnannbatddenyequacenncatsdatncsestanaratddasuecessant 18 Figure elei Te leie Mena e 20 Figure 14 Ticket Summary SCKEC Me xisciscaninescansactesiqeasvancaatanesecawiuicesesiasosoassnan cantante naceniadaiaeteateleeusssaaetedeaasensedaiantestoinoncseasuaseneataadt 22 Figaro 19 Crodating NEW ticket EE 22 FIQUNG Te Coding anew Uekol ee 23 Figure 17 Success message new ticket raised 23 Figure 18 Viewing the submitted cker 23 Figure 197 Tecnica SUDDO dE 24 POUE leit te EE 26 elt E e 27 FONS 22 POCKET Teen 28 Figure 23 Pome e e A E T E SatmanodsseaiaeE 29 Figure 24 Program details page new Drogram EEN 29 Figure 25 Course displayed in course player new program ssssssrrrsresstrrtrttttttttttttttttttttEAEEAEEEEEEAEEEEEEEEAEEEEEEEA EEEE EEEEn EEEE 30 Figure 20 Home e GE 31 Foue 27 Progra
7. Analytics Company Chapter 3 Using Home Section In the chapter you will learn about Viewing programs in progress View completed programs Browsing Catalog Starting a program Continuing an existing program Viewing the program progress Viewing the program certificate Viewing the time remaining to complete the program Viewing the time spent on the program so far Viewing the program report LMS User Manual 25 EXCELSOFT E Copal A Moody s Analytics Company Viewing programs in progress This section allows you to view all programs that are in in progress state For each program you can track the percentage of completion view certificate view time remaining for completion view time already spent on the program and view program report 7 Login using the credentials provided to you j amp Helpdesk BTech support d Logout Q Search GJ Copal Home FAQ Help Contact us MY HOME MY PROFILE Homepage provides details about In progress and completed programs You can track the percentage of program completed Time remaining to complete the Program and Time Days spent on the Program After Program Completion links are provided to View Print Certificate View Program report and Provide Program related feedback Intelligence allows you to Edit your profile and view Announcement Programs in progress CA Browse catalog Distributor Program A distributor is a device in the ignition syste
8. complete the program You can view the time left for the program to be completed as indicated by Timeremaining OTime remaining 50 days Viewing the time spent on the program so far You can view the time spent on the program as indicated by Time spent Time spent 4 days Viewing Course Reports You can view the report related to a course by clicking Reportlink LMS User Manual 27 E EXCELSOFT A Moody s Analytics Company COURSE REPORT Here you can view the course progression details Select Course Industry Analysis NonRestricted MWS Not yet started BS Completed Chapters Topics Time Spent hh mm ss Status Why Industry Analysis for Equity Researc 00 03 15 completed Understanding the Five Forces Framework 00 00 23 incomplete Understanding government actions and pro 00 00 02 completed How to conduct Industry Analysis using A 00 00 10 incomplete Understanding SWOT for a company 00 00 11 completed Assignment 00 00 07 completed Figure 22 Program Report Chapters Topics This column displays the topic name course name in the program Time Spent This column displays the time spent on the course in hh mm ss format Status This column displays the status of the course NOTE The Report link is enabled only when the program is started Starting or continuing a program You can start a program and browse its courses Alternatively you can also continue a program that is already browsed 7
9. for a specific program in the list of available programs type a program name in the Find textbox and clic KA Viewing detailed information 1 To view more information about the program click MORE INFORMATION LMS User Manual 35 EXCELSOFT Copal A Moody s Analytics Company Home Browse our Programs Program information INVESTMENT NOTE WRITING Description Copal Amba s Investment Note Writing training module is a comprehensive one of a kind program aimed at sharpening the persuasive writing skills of investment analysts and corporate executives through practical exercises The Investment Note Writing module teaches you to apply Logic and Structure principles to effective and convincing writing based on tenets from Barbara Minto s Pyramid Principle Modules a Investment Note Writing Price 150 00 Duration 00 Day s Add to cart Y Figure 31 More information about the program Adding to cart 1 To add programs to your shopping cart click ADD TO CART bai Program added to cart Click on your basket when you are ready to make payment Home Browse our Programs Program information INVESTMENT NOTE WRITING Description Copal Amba s Investment Note Writing training module is a comprehensive one of a kind program aimed at sharpening the persuasive writing skills of investment analysts and corporate executives through practical exercises The Investment Note Writing module teaches you to ap
10. 4 Fill in the contact details as below Home Individual registration INDIVIDUAL REGISTRATION O Login Details Contact Details Profile Details Address for communication Address 1 Address City Town Telephone number Postcode Zip code Country Figure 5 Individual Registration page Contact Details entry 5 Click NEXT NOTE You can revisit the previous page if required by clicking PREVIOUS LMS User Manual 13 E EXCELSOFT A Moody s Analytics Company INDIVIDUAL REGISTRATION v O O Login Details Contact Details Profile Details You can upload your own photograph here The photo will appear on your My home dashboard lf you don t want to use your own photograph we will insert a graphic image instead PROFILEPICPREVIEW amp Remove Browse Upload Photo have read and agreed to the terms and conditions Figure 6 Individual Registration page Profile Details 6 Click BROWSE to select a photograph from your computer 7 Click UPLOAD PHOTO The uploaded photo will be displayed under PROFILEPICPREVIEW 8 Click SAVE to save the photo or REMOVE to remove the uploaded photo 9 Select have read and agreed to the terms and conditions NOTE To view the terms and conditions click terms and conditions link 70 Click SUBMIT Home Individual registration INDIVIDUAL REGISTRATION O O O Login Details Contact Details Profile Details You are successfully registered
11. Login using the credentials provided to you LMS User Manual 28 E EXCELSOFT E Copal A Moody s Analytics Company A Helpdesk BTech support di Logout Q Search our programs CH Copal MY HOME MY PROFILE Homepage provides details about In progress and completed programs You can track the percentage of program Home FAQ Help Contact us completed Time remaining to complete the Program and Time Days spent on the Program After Program Completion links are provided to View Print Certificate View Program report and Provide Program related feedback Intelligence allows you to Edit your profile and view Announcement Programs in progress a Browse catalog Distributor Program A distributor is a device in the ignition system of an internal combustion engine that Continue gt Name Dileep Kumar routes high voltage from the ignition coil to the spark plugs in the correct firing E Certificate Time remaining 46 days Timespent 4days Report Edit profile a Industry Analysis Non Restricted Continue y Announcements erg Certificate Time remaining 16 days WTime spent 29 days Report z gt hi gt General Announcements 1 Programs completed Thirty P arene Preview Y Certificate Report WH Feedback Powered by DI Saras Disclaimer Copyright 2014 Copal Amba All Rights Reserved from Excelsoft Figure 23 Home page 2 Under Programs in progress section click START or CONTINUE NOTE If you have alr
12. S User Manual 34 E EXCELSOFT 2 Click BROWSE CATALOG Home Browse our Programs BROWSE OUR PROGRAMS Find Cy Equity Valuation Copal sAmba s Valuation training module is aimed at helping derive an economically sound valuation range for a company using both cash flow based and relative valuation Financial Modelling Copal Amba s Financial Modeling training module is designed as a step by step learning process to develop earnings forecast models using detailed earnings model Industry Analysis Copal Amba s Industry Analysis training module is based on industry analysis techniques developed by Michael J Porter and backed by Amba s experience in training Investment Note Writing Copal Amba s Investment Note Writing training module is a comprehensive one of a kind program aimed at sharpening the persuasive writing skills of investment Value Package Combo2 This suite is a combination of full version of Financial Modeling and Equity Valuation module offered at a special rate Value Package Combo4 This suite is a combination of full version of all four modules that includes Industry Analysis Financial Modeling Equity Valuation and Investment Note Writing offered at a Figure 30 Browse Catalog Copal A Moody s Analytics Company More information 3 More information Y More information More information Add to cart More information a More information Y NOTE To search
13. at the top right corner this feature helps you to search for available programs by typing the program name in the text box and H or pressing ENTER key on the keyboard Registering as a new user If you are not a registered user you can register yourself to access the application To do this 1 Click Register LMS User Manual 10 E EXCELSOFT A Moody s Analytics Company Home Individual registration INDIVIDUAL REGISTRATION Login Details Contact Details Profile Details First Name Last Name Email address Confirm email address Password Password must be minimum 6 characters contain atleast one digit atleast one lowercase and one uppercase character and special characters are not allowed Confirm Password CFA Charter Halder ID Figure 2 Individual Registration page Login Details First Name Enter your first name in this field Last Name Enter your last name in this field Email address Enter your valid email address in this field Note that the email address is used for signing into the application Confirm email address Confirm the email address you entered in this field Password Enter a sign in password in this field Note that the password characteristics are displayed in green text below this field Choose a password accordingly Confirm Password Confirm the password you entered in this field CFA Charter Holder Id Enter your Certified Financial Analyst CFA Charte
14. e Writing If you are a CFA Institute member CE credit for your participation in this training will be automatically recorded in your CE tracking tool Can register for more than one module Yes you may register for more than one module What is the validity period of each online module Each module will be available for a period of 30 days Will receive a certificate on completion of Copal Amba s online training program Yes you will receive a certificate of completion once you complete each module What is the eligibility criterion to get the certificate To be eligible for the certificate you must complete of the program Can have a hard copy of the certificate of completion If you are unable to access your certificate online you may request for a hard copy to be sent to you by making a request at this email address elearningsupport copalamba com Can receive one on one guidance after complete the online training program Yes For one on one guidance post online training please submit a request elearningsupport copalamba com Our team will contact you to agree on the terms for this additional service Figure 8 FAQ page Launching Help 7 Click Help to launch the application help file LMS User Manual 15 Copal E EXCELSOFT A Moody s Analytics Company Viewing Contact Details 1 Click Contact us to view the Copal Amba s contact details Copal CONTACT US Your feedback q
15. eady started the program CONTINUE button is displayed Home Program details INDUSTRY ANALYSIS NON RESTRICTED Modules Industry Analysis NonRestricted Course OEE Time spent 0 42 20 hours Certificate Report SS Feedback gt Play Figure 24 Program details page new program 3 Click Play to open the course in a course player in a new window LMS User Manual 29 Ei EXCELSOFT E Copal A Moody s Analytics Company eb Copal Amba Industry Analysis EN Q Understanding the Five Forces Framework for Industry Analysis EI Understanding government actions and profit pools for Industry Analysis N How to conduct Industry Analysis using Amba Checklist Understanding SWOT for a company Assignment Topic status NI Not Started In Progress Completed Figure 25 Course displayed in course player new program 4 Select a course from the left pane and click Start to start browsing the course LMS User Manual 30 EXCELSOFT BB Copal A Moody s Analytics Company Viewing completed programs This section allows you to view all programs that are in completed state For each program you can view certificate view program report and provide feedback 7 Login using the credentials provided to you y j amp Helpdesk A Tech support di Logout Q Search ou E Copal Home FAQ Help Contact us MY HOME MY PROFILE Homepage provides details about In progress and completed programs Yo
16. em to carry out learning tasks anytime anywhere Users make learning engaging stimulating and more fun They can browse through the available programs search for a particular program view and edit their profile and view announcements They can also generate various reports LMS User Manual 8 E EXCELSOFT E A Moody s Analytics Company Chapter 2 Getting Started In this chapter you will learn how to Login to the application Understand the interface Logout of the application LMS User Manual 9 EXCELSOFT Copal A Moody s Analytics Company Starting the application 1 Type the URL in the web browser address bar and click GO Q Search our programs Copal Home Register FAQ Help Contact us Sign in if you are a registered user E mail CE Qualified Nj r Activity MS CFA Institute Password CFA Institute has approved this program offered by Copal Amba for 40 cedit hour s P If you are a CFA Institute member cedit for your participation in this program Remember me will be sutomatically recorded in your CE tracking tool Signin A Forgot your password Special offers VIEW OUR LATEST PROGRAMS Value Package Value Package Investment Note Industry Financial Combo4 Combo2 Writing Analysis Modelling Feed DI Saras Disclaimer Copyright 2014 Copal Amba All Rights Reserved fromExcelsoft Figure 1 Application start page Sign In page Searching Programs Located
17. ewing the progran fe EE 26 Viewing the course ee 26 LMS User Manual 3 E EXCELSOFT En A Moody s Analytics Company Viewing the time remaining to complete the program 27 Viewing the time Spent on the program sofar 27 Viewing Course Reports sccisyeixvcevevesvecssestvisevanvansesnssertenssecoteorsein vase eyche user venaeneyenorigertarey agence 27 Starting OF CONTINUING A Drogram 28 VIEW AIS COME Ee GOS Ie een 31 Viewing the program EE eg 31 VIEWING Programi REpOTTS ee 32 Providine OCC Te erra S E E 33 BOW De E e 34 Viewing detailed WOR Fk OO EE 35 PANO CO CIE aen E E EE 36 Chapter A Using Intelligence Panel s ssesessesessscesssoessssecesoessssecsssesssoesssoessssecssosossseossssossssossssosese 43 Viewing and edhing your DECHE deeg eege ege 44 Viewing announcements cccssccssecesecesecescceseccseccscccseccseccseecseetseesseetaeetaeeseeesusseetseusseussesssegsseseeeseeeaes 48 LMS User Manual 4 E EXCELSOFT En A Moody s Analytics Company Table of Figures Figure 1 Application start page Sign In PAGS ssceswinciacesidusssssencaacenineasineanbousysaiwesawedanewacentqaasyeashonmsneaquasgusensetquaiqeucqedebeuegexeancbuadenens 10 Figure 2 Individual Registration page Login Details ccecceceece eee eeeeeene eee eeaaa eee eeaaaeeeseaaaeeeseaaaeeeseaaaaeeseeaaeeeseaaaeeesssaeeeeas 11 Figure 3 Individual Registration page Login Details emt 12 Figure 4 Individual Registration page Contact Details
18. he Program Thirty Program Held on 18 12 2013 To 17 01 2014 Aruna Perera Head of Training and Knowledge Management Figure 27 Program Certificate NOTE The Certificate link is enabled only when each of the individual courses in the program is 80 completed If there are any assessments then it has to be fully completed You can print the certificate by clicking Print Viewing Program Reports You can view the report related to a program by clicking Reportlink Home Program Report PROGRAM REPORT Program report will include details such as Program name Program start date Program end date Percentage of marks scored in Test and Test Pass Fail status Program name Program start date Program end date Score Test status Thirty Program 18 Dec 2013 26 Dec 2013 SS Figure 28 Program Report Program name This column displays the name of the program Program start date This column displays the date when the program was first started Program end date This column displays the date when the program was completed Score This column displays the score clocked in the program in percentage terms Test status LMS User Manual 32 EXCELSOFT A Moody s Analytics Company Providing Feedback You can provide feedback for the program by clicking Feedback link You can enter the feedback in the feedback template NOTE You can provide feedback only for completed programs LMS User Manual 33
19. ht owner Please be sure to obtain any permission required from the copyright owner Any references to company names in sample templates mentioned in this document are for demonstration purposes only and are not intended to refer to any actual organization Headquarters Excelsoft Technologies Pvt Ltd 1 B Hootagalli Industrial Area Mysore 570 018 www excelindia com LMS User Manual 2 E EXCELSOFT En A Moody s Analytics Company Contents ER TEE 5 New and Changed InformatiO N RE 6 Me 7 Pie ICS CECI ING E 7 Organization ofthis CO CUMMING secassedstedesavacesssansCavesiicesatiededadevedatsansogseinandadannvontadedeuniadsaevaiseieewibcsea aude ekeanaee 7 Typographical Convent ONS srair 7 PDOT e e E E E E E E ons 7 Chapter 1 d e Leien EE 8 Chapter 2 GS tg dl BE 9 SAFE ege e E 10 SE CIES er ET EE 10 Registering GS a NEW E 10 Viewing Frequently Asked Questions csscsesesssrecconssscnenssscnecussectonssscueuusressoussscueussscnsousrestenssseneues 15 Eft ele HOD E 15 VIEW e ee UE 16 Siening in tothe AI CAE OM D 16 Retrieving your forgotten password cceeccccessecccceseccccesccecsusececsusececseuscceseuecessunecessugeeeesansesetsensess 17 Viewing theavailabDle progr aine E 17 VIEW TINE ele EE 19 Undermtandine RTE 20 FV E E E EA A AA EE E E EAA E AE E AE EE AEE E 22 FAIS a NEN K e a E E E E 22 Ee ut te ele ea A E E 24 Sage leie eg O EE 24 Chapter 3 Using Home SECON EE 25 Viewing programs IM DL ORCS eet 26 Vi
20. iew oo Ticket Detail Ticket No 18 Category Technical Priority High Subject Modem not working Query Detail Requested On Replied On Attachment No power supply to modem result no internet 4 Jan 16 2014 3 22PM Figure 18 Viewing the submitted ticket LMS User Manual 23 EXCELSOFT BB copa A Moody s Analytics Company Technical support This section displays the technical details of the application like the URL build number user name session id operating system used browser being used to browse the application server name that is being accessed and the current timestamp Technical Support x Please email Copal Amba Support with the given information to elearningsuppor copalamba com We will get back to you with the status at the earliest http amba _mysaras com AmbaResearch CL15 EmployeeDashboard aspx enc ukKFo y6X62Q0erZ4fOVL9ISZg Build Number 3 0 15 URL Username Dileep Kumar Session Id kmoreeoghp4zwiQo2zrpy ink Operating E System Windows T Browser Firefox 21 0 Server Name SARASHT1 Timestamp 01 16 2014 15 19 01 Figure 19 Technical support Exiting the application The application has to be exited properly by logging out To log out of the application at any point of time you can ti loo Se ECH eE NOTE If you do not use the application for a fixed time then the current session expires and Login page is displayed LMS User Manual 24 E EXCELSOFT A Moody s
21. king Logout will exit the application Commonly used across the application These actions are commonly used across the application Navigation path This is the path navigated by you to your current location located below the welcome banner Home Program details otes that you are now on the Program details page This trail For example commonly referred to as the breadcrumb allows you to keep track of your location within the Copal Amba LMS application Pagination If the entries on a screen exceed than one page then by default first page is displayed You can navigate to a different page byclicking the corresponding page number at the bottom the screen LMS User Manual 21 gt EXCELSOFT En A Moody s Analytics Company Helpdesk This section displays the helpdesk information where you can view the ticket summary The Ticket Summary page opens in a new window Welcome DileepKumar excelindia com Close Ticket Summary Open Closed All New Ticket Requested On Oct 3 2013 5 12PM Oct 3 2013 5 16PM View Figure 14 Ticket Summary screen Creating a new ticket 1 Click New Ticket link Welcome DileepKumar excelindia com Close Ticket Summary Open Closed All New Ticket Ticket No Subject Category Priority Status Requested On Reply Close Ticket 14 Subject Content High Open Oct 3 2013 5 12PM a5 Detail Content High Open Jct 3 2013 5 16PM view o S E New Ticket Gi Category
22. link LMS User Manual 39 EXCELSOFT Copal A Moody s Analytics Company ZS MCR Merchant name AMBA HOLDINGS INC Select your preferred payment method Figure 37 Selecting payment method 7 Select your preferred payment method by clicking on the logo of fund transfer facilitator LMS User Manual 40 EXCELSOFT Copal A Moody s Analytics Company nce TEST MODE Merchant name AMBA HOLDINGS INC Enter your card details ei MasterCard You have chosen MasterCard as your method of payment Please enter your card details into the form below and click pay to complete your purchase Card Number Expiry Date month year Security Code The 3 digits after the card number on the signature panel of your card Purchase Amount USD 294 00 I hereby authorise the debit to my MasterCard Account in favour of AMBA HOLDINGS INC Copyright 82007 TNS Payment Technologies Pty Ltd All Rights Reserved Figure 38 Entering card details 1 8 Enter your card details as specified LMS User Manual 41 EXCELSOFT Copal A Moody s Analytics Company TEST MODE Merchant name AMBA HOLDINGS INC Enter your card details n ei MasterCard You have chosen MasterCard as your method of payment Please enter your card details into the form below and click pay to complete your purchase Card Number 5123456789012346 Expiry Date 05 1 17 month year Security Code 123 The 3 digits after the card number on the
23. m Aber Program Completon inks are prowded for Views Frit Cermticate View Program report and Provide Frogram related feecaack intelegence slow su bo tot profile ar anit er n O Prooramg in progress jis to ri Distributor Program aper is a device in the ignihon system of an intemal Combustion engine mat Continue gt Morte Dileep Kumar Certicate Time remaining 4G days GTimespent 4days Report Edit profile Industry Analysis Non Restricted announcements e k AU emm Certiicate Time remaining 16 days Time spent 29 days Report E Programs completed Thirty Program Preview gt A Certificate Repot E Feed gt aci UI Saras Disclaimes Footer Figure 13 Application interface Welcome Banner This section on the top displays the application logo links for technical support and logout option to search programs and links to Home FAQ Help and Contact us sections Home Section This section contains a listing of programs whether in progress orcompleted Intelligence Panel This section on the right displays your profile information uploaded photo and name You can edit your profile and view related announcements in this section LMS User Manual 20 E EXCELSOFT En A Moody s Analytics Company Links and Buttons on the screen Links and Buttons help in carrying out a specific task For example clicking the Tech support link will open the technical support pop up in the same window and clic
24. m Onl le 32 PIQUE ele Te FRED E 32 PMC 2 TAOS e E 34 Figur 307 Browse Catalo DE 35 Figure 31 More information about the DIOGO AIM jc vsscencsuaveenesnanbenesantnesesasninesedamtnenedaaninesssdantinegaslaqninenudantbesadaqsinentsaat oesadeqntoesedaatnesadtants 36 Figure 32 Status message item added tO cat 36 FOWO 33 Oe 37 Fono SA Addes EE 37 aeea ee 38 Figure 36 Conii EE 39 Figure 37 Selecting payment method E 40 Figuro 36 Elle cad detalls WE 41 FIQUIG 32 lie cad detalls EE 42 PICU 40 Home PAGO E 44 Figure 41 Edit Pr ile LOGIN RTE 45 Figure 42 Edit Profile Contact Details 46 Figure 43 Edit Profile Profile RTE sxsc sccassctactehocemassadantasexisenssaatentasobasasaaniagdasendeenassadaatasabesetassntaekssenieenssaaiagtesehsoeeassadeaiaeninons 47 VMS gA POS UDa BEE 47 LMS User Manual 5 EXCELSOFT BB copa A Moody s Analytics Company New and Changed Information 1 0 2 Sep 2013 Initial version 2 0 25 Oct 2013 Updated the following A new field CFA Charter Holder Id added to the Individual Registration page a Anew field CFA Charter Holder Id added to the Edit Profile screen Helpdesk information A new option to buy course by making payment over a payment gateway 3 0 16 Jan 2014 Updated the following Replaced the logo and captured new screenshots to reflect the new UI LMS User Manual 6 E EXCELSOFT KE A Moody s Analytics Company Preface This document de
25. m of an internal combustion engine that Continue 3 Name Dileep Kumar routes high voltage from the ignition coil to the spark plugs in the correct firing Certificate Time remaining 46 days Time spent 4days Report Edit profile nx Industry Analysis Non Restricted Continue a Announcements gt hi erg g Certificate Time remaining 16 days Time spent 29 days Report gt hi gt General Announcements 1 Programs completed Thirty Program Preview a Certificate Report WR Feedback DI Saras Disclaimer Copyright 2014 Copal Amba All Rights Reserved from Excelsoft Figure 20 Home page The programs that are in progress are displayed under the Programs in progress section The programs that are completed are displayed under the Programs completed section For each program you can do the following activities Viewing the program progress You can view the progress of the program as indicated in percentage on the progress bar a Viewing the course certificate You can view the course certificate by clicking the Certificate link LMS User Manual 26 E Copal A Moody s Analytics Company Print This is to certify that Dileep Kumar Has successfully completed the Course English Course Aruna Perera Head of Training and Knowledge Management Figure 21 Course Certificate nabled only when the course is 80 completed You can print the certificate Viewing the time remaining to
26. nouncement Programs in progress CA Browse catalog Distributor Program A distributor is a device in the ignition system of an internal combustion engine that Continue 3 Name Dileep Kumar routes high voltage from the ignition coil to the spark plugs in the correct firing Certificate Time remaining 46 days Time spent 4days Report Edit profile gt Industry Analysis Non Restricted Continue Announcements 87 Certificate Time remaining 16 days Time spent 29 days Report l z gt hi gt General Announcements 1 Programs completed Thirty Program Preview Certificate Report WH Feedback KS DI Saras Disclaimer Copyright 2014 Copal Amba AIl Rights Reserved from Excelsoft Figure 40 Home page On the right pane under My Profile section you can view your profile details To further edit your profile 2 Click EDIT PROFILE LMS User Manual 44 E EXCELSOFT BE Copal A Moody s Analytics Company Home Edit profile EDIT PROFILE Q Login Details Contact Details Profile Details First Name Last Name Email address Confirm email address Password Password must be minimum 6 characters contain atleast one digit atleast one lowercase and one uppercase character and special characters are not allowed Confirm Password CFA Charter Holder ID Figure 41 Edit Profile Login Details First Name Edit your first name in this field Last Name Edi
27. o Give Alternate Billing Address Figure 34 Address details NOTE The address provided during registration is displayed by default If you want to mention an alternate billing address select Want to Give Alternate Billing Address LMS User Manual 37 EXCELSOFT BE Copal A Moody s Analytics Company E My basket Address details Confirm details H Provide Valid Billing Address M Want to Give Alternate Billing Address Name Address 1 Address 2 Postcode Zip code Phone No Addthis Address y Figure 35 Address details 2 4 Youcan type the alternate address details and click ADD THIS ADDRESS Then click NEXT LMS User Manual 38 EXCELSOFT i Copal A Moody s Analytics Company v w Address details Confirm details Program name Course Reports Program Thirteen Days 141 00 141 00 Thirty One Days Pgm 100 00 100 00 Round off Program 35 50 Ten Days Program Program 52 Program S1 Total 326 75 Discount 32 68 Net Rounded 294 00 Billing address Dileep Kumar Excelsoft Technologies Hootghalli Near Telephone exchange 52446 Phone 99354666746 have read and agreed to the Terms and Conditions Figure 36 Confirm details ZS After confirming all the details select I have read and agreed to the terms and conditions 6 Click PAY You will be directed to the payment gateway NOTE To view the terms and conditions click terms and conditions
28. odeling and Equity Valuation module offered at a special rate Value Package Combo4 2 e ENN ee More information This suite is a combination of full version of all four modules that includes Industry Analysis Financial Modeling Equity Valuation and Investment Note Writing offered at a Figure 12 Browse Programs page NOTE You can view more details about a program by clicking MORE INFORMATION To sign in to the application click SIGN IN To find a specific program use the search feature on the top LMS User Manual 18 E EXCELSOFT En A Moody s Analytics Company Viewing the footer The footer section displays the SARAS branding link to view disclaimer and copyright information as below Disclaimer Copyright 2014 Copal Amba All Rights Reserved LMS User Manual 19 gt EXCELSOFT En A Moody s Analytics Company Understanding the interface The application is designed for extreme ease of use The GUI is simple and offers a seamless navigation experience This section of the guide explains the screen layout the menus and the general interface as seen in the figure below Home Welcome Intelligence Section Banner Panel Ww A Helodes 2 Tech support d Logout Q E Copal Home AQ Help Contact us Homepage provides betate about in progress and completed programs You can Yack the percentage of progran ompleted Time remrgining to complete the Program and Trei Days spent on the Progra
29. ply Logic and Structure principles to effective and convincing writing based on tenets from Barbara Minto s Pyramid Principle Modules a Investment Note Writing Price 150 00 Duration 30 Day s Add to cart Y Figure 32 Status message item added to cart The total number of items that are added to the cart is displayed on the top next to the shopping basket icon vE 2 Click on the number link LMS User Manual 36 EXCELSOFT Copal A Moody s Analytics Company LG G Address details Confirm details Program name Course Reports Program Tiitsi Heng 141 00 141 00 Thirty One Days Dom 100 00 100 00 Round off Program Ten Days Program Program s2 Program 31 Total 326 75 Discount 32 68 Net Rounded 294 00 Browse more program gt Proceed to check out Figure 33 My basket NOTE The program name s being purchased its price and the total price is displayed If any discount is applicable then the discounted amount followed by the net amount rounded to the nearest whole number is displayed You can remove the chosen program from the cart by clicking REMOVE If you want to browse more programs then click BROWSE MORE PROGRAM 3 Click PROCEED TO CHECKOUT Gd My basket Address details Confirm details Provide Valid Billing Address Dileep Kumar Excelsoft Technologies Mysore 52446 Email Dileepkumar excelindia com TELEPHONE 98354868748 Previous Want t
30. r Holder id in this field NOTE Fields marked are mandatory 2 Fillin the details as below LMS User Manual 11 E EXCELSOFT A Moody s Analytics Company Home Individual registration INDIVIDUAL REGISTRATION Oo D Login Details Contact Details Profile Details First Name LastName Email address Confirm email address Password Password must be minimum 8 characters contain at least one digit at least one lowercase and one uppercase character and special characters are not allowed E Confirm Password CFA Charter Holder ID Figure 3 Individual Registration page Login Details entry 3 Click NEXT Home Individual registration INDIVIDUAL REGISTRATION v Login Details Contact Details Profile Details Address for communication Address 1 Address2 City Town Telephone number Postcode Zip code Country Figure 4 Individual Registration page Contact Details LMS User Manual 12 EXCELSOFT E Copal A Moody s Analytics Company Address 1 Enter your address for communication in this field Address 2 Enter your address for communication in this field City Town Enter your city town in this field Telephone number Enter your telephone number in this field Postcode Zip code Enter your area s postal code zip code in this field Country Select your country of origin from the drop down list NOTE Fields marked are mandatory
31. revisit the previous page if required by clicking PREVIOUS LMS User Manual 46 EXCELSOFT BB copa A Moody s Analytics Company Home Edit profile EDIT PROFILE v w O Login Details Contact Details Profile Details You can upload your own photograph here The photo will appear on your My home dashboard If you don t want to use your own photograph we will insert a graphic image instead PROFILEPICPREVIEW E ES Browse_ Upload Photo Figure 43 Edit Profile Profile Details 5 Add a new photograph if required and click UPDATE NOTE You can revisit the previous page if required by clicking PREVIOUS w User updated successfully MY HOME MY PROFILE Homepage provides details about In progress and completed programs You can track the percentage of program completed Time remaining to complete the Program and Time Days spent on the Program After Program Completion links are provided to View Print Certificate View Program report and Provide Program related feedback Intelligence allows you to Edit your profile and view Announcement al Programs in progress CA Browse catalog Distributor Program A distributor is a device in the ignition system of an internal combustion engine that Continue gt Name Dileep Kumar routes high voltage from the ignition coil to the spark plugs in the correct firing Certificate Time remaining 47 days Timespent 3days Report Edit profile y Industry Analysis Non Rest
32. ricted Continue y Announcements erg Certificate Time remaining 17 days Time spent 28 days Report Programs completed Thirty Program Preview Certificate Report HH Feedback Figure 44 Profile updated LMS User Manual 47 E EXCELSOFT BB copa A Moody s Analytics Company Viewing announcements You can view any announcements in the Announcements section below your profile Click on the link to view the announcement in a pop up Announcement Moody s Corporation NYSE MCQ announced today that it has acquired Amba Investment Services a provider of investment research and quantitative analytics for global financial institutions Amba will operate as part of Moody s Analytics majority owned subsidiary Copal Partners LMS User Manual 48
33. scribes the features of Copal Amba LMS application and guides you with intuitive procedures to use its web interface for configuring and using the system Intended audience The intended audience for this manual is personnel responsible for using Copal Amba LMS application It describes the features of Copal Amba LMS application and procedures for using it Organization of this document This document contains the following chapters Chapter 1 Introduction Chapter 2 Getting Started Chapter 3 Using Home Section Chapter 4 Using Intelligence Panel Typographical conventions It is important to understand the typographical conventions used in this guide prior to using Copal Amba LMS application Bold Menus menu option radio button check boxes command buttons or alink CAPS Keys on the keyboard and buttons on screens Note A note providing additional information about a certain section topic Support In case you have any queries contact the Copal Amba customer support team E mail address elearningsupport copalamba com Please e mail us any feedback you may have on this document to docsupport excelindia com LMS User Manual 7 EXCELSOFT Copal A Moody s Analytics Company Chapter 1 Introduction The Copal Amba application is designed to facilitate a seamless learning experience Its various features help in improving the quality of learning and offers smart interaction capabilities among users It aids th
34. signature panel of your card Purchase Amount USD 294 00 I hereby authorise the debit to my MasterCard Account in favour of AMBA HOLDINGS INC Copyright 82007 TNS Payment Technologies Pty Ltd All Rights Reserved Figure 39 Entering card details 2 9 Click PAY If the payment is approved and the transaction is successful you will be redirected back to the Amba website LMS User Manual 42 E EXCELSOFT Be Copal A Moody s Analytics Company Chapter 4 Using Intelligence Panel In the chapter you will learn about Viewing your profile Editing your profile Viewing discussions LMS User Manual 43 EXCELSOFT Copal A Moody s Analytics Company Viewing and editing your profile This section displays your profile details including your name and photograph if uploaded You can also edit your profile Below your profile details you can view announcements 7 Login using the credentials provided to you ly FE d Helpdesk Tech support wy Logout Q Search our programs WW Copal Home FAQ Help Contact us MY HOME MY PROFILE Homepage provides details about In progress and completed programs You can track the percentage of program completed Time remaining to complete the Program and Time Days spent on the Program After Program Completion links are provided to View Print Certificate View Program report and Provide Program related feedback Intelligence allows you to Edit your profile and view An
35. t your last name in this field Email address Your valid email address is displayed in this field Note that this field cannot be edited Confirm email address Your valid email address is displayed in this field Note that this field cannot be edited Password Enter a sign in password in this field Note that the password characteristics are displayed in green text below this field Choose a password accordingly Confirm Password Confirm the password you entered in this field CFA Id Edit your Certified Financial Analyst CFA id in this field NOTE Fields marked are mandatory 3 Make any edits if required and click NEXT LMS User Manual 45 E EXCELSOFT Be Copal A Moody s Analytics Company Home Edit profile EDIT PROFILE J Vi Login Details Contact Details Profile Details Address for communication Address 1 Address2 City Town Telephone number Postcode Zip code Country e Selorg gt DI Figure 42 Edit Profile Contact Details Field Description _ _ _ _ _ _ Address 1 Edit your address for communication in this field Address 2 Edit your address for communication in this field City Town Edit your city town in this field Postcode Zip code Edit your area s postal code zip code in this field Country Select your country of origin from the drop down list NOTE Fields marked are mandatory 4 Make any edits if required and click NEXT NOTE You can
36. u can track the percentage of program completed Time remaining to complete the Program and Time Days spent on the Program After Program Completion links are provided to View Print Certificate View Program report and Provide Program related feedback Intelligence allows you to Edit your profile and view Announcement Programs in progress Browse catalog Distributor Program A distributor is a device in the ignition system of an internal combustion engine that Continue 3 Name Dileep Kumar routes high voltage from the ignition coil to the spark plugs in the correct firing Certificate Time remaining 46 days QTime spent 4days Report Edit profile y Industry Analysis Non Restricted Continue Announcements gt hi erg Certificate Time remaining 16 days QTime spent 29 days Report gt hi gt General Announcements 1 Programs completed Thirty Program Preview Y Certificate Report WH Feedback DI Saras Disclaimer Copyright 2014 Copal Amba All Rights Reserved from Excelsoft Figure 26 Home page The programs that are completed are displayed under Programs completed section For each program you can do the following activities Viewing the program certificate You can view the program certificate by clicking the Certificate link LMS User Manual 31 E EXCELSOFT BB Copal A Moody s Analytics Company Copal Amba This is to certify that Dileep Kumar Has successfully completed t
37. ueries are important to us We will try our best to answer your queries at the earliest For LMS support Email elearningsupport copalamba com For any other queries feedback do feel free to write to us at United States 355 Lexington Avenue Sth Floor New York NY 10077 US T 1 646 286 6382 T 1 646 278 7290 F 1 212 686 6705 Hong Kong Suite 5608 56 F The Center 99 Queen s Road Central Central Hong Kong T 852 3551 3048 Figure 9 Contact Us page United Kingdom 8th Floor 1 Knightsbridge Green London SW 7NE UK T 44 845 330 7209 F 44 645 127 4918 Singapore 302 Orchard Road 0 7 03 Tong Building Suite 706 Singapore 236862 T 65 6521 3716 F 65 6521 3801 q Search o zs Home Register FAQ Help Contact us United Arab Emirates Office number 803 Liberty House PO Box 506677 Dubai International Financial Centre Dubai UAE T 971 4338 9550 T 971 4380 5551 F 971 4380 5552 Mauritius 4th Floor C A Building 19 Poudriere Street Port Louis Mauritius T 230 211 3350 F 230 211 1967 F 230 213 1373 Signing in to the application 7 Type the login credentials provided to you 2 Click SIGN IN NOTE An attempt to log in with an incorrect email id or password displays an appropriate error message in red font above the E mail field LMS User Manual 16 amp EXCELSOFT BE Copal A Moody s Analytics Company Retrieving your forgotten password
38. ugh practical exercises The Investment Note Writing module teaches you to apply Logic and Structure principles to effective and convincing writing based on tenets from Barbara Minto s Pyramid Principle Modules a Investment Note Writing Price 150 00 Duration 80 Day s Signin Y Figure 11 Program details page 2 To view the entire list of programs click VIEW MORE Home Browse our Programs BROWSE OUR PROGRAMS Find Equity Valuation i a ai er i More information gt Copal sAmba s Valuation training module is aimed at helping derive an economically sound valuation range for a company using both cash flow based and relative valuation Financial Modelling A e WEEN l D l More information Y Copal Amba s Financial Modeling training module is designed as a step by step learning process to develop earnings forecast models using detailed earnings model Industry Analysis i More information a Copal Amba s Industry Analysis training module is based on industry analysis techniques developed by Michael J Porter and backed by Amba s experience in training Investment Note Writing 4 o _ i More information a Signin Y Copal Amba s Investment Note Writing training module is a comprehensive one of a kind program aimed at sharpening the persuasive writing skills of investment Value Package Combo2 e e vai mm More information Y This suite is a combination of full version of Financial M
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