User Guide
Contents
1. CU CPD Members cannot claim CU Focus Magazine in addition to reading QFA Update in the Same year CUL NY amp Development 43 View CU CPD Record User CU Learn allows CU CPD Members to view a record of training undertaken this includes all ILCU events and also any approved external events added by the user From the CU Learn Homepage S CU Learn Credit Union 1 When you log into CU Learn your CPD Reports are listed on the Home Page A Run this report to see all CPD training to date in the current year B Run this report to compare hours completed to your CPD Liner Profis A Run your CPD Reports reguirement for the year Hoo Contact Us Logout 2013 Reports Val AB 20173 Training to Dale Check hours done vs 2013 roquiremani B Reports for the previous year are also listed 2012 Reports AJ 2012 Training To run a report SY CU Learn A Cred Union E Click Open Report Now to display the report in the browser window Report ID CUCPO 2013 pew Sees lee Raport ID 7 Rapat Mane Fenriz Ars Repi tye leg toe Tumtungi smy Thus type of tapan Contes imiumuan on users und Ihe performance on Courses CU Lea AN amp Development AA Netdemercioes Talent Suite Mara Fretox vsuleemn seis wets tet ete TE Dupes he T OM SES hes true PP DE POVOOESEEE 3 Click Print to print the report Module Tile does not contains anptcato Module Title does not contains evalvafion2. AILILGU courses can now be booked online Click on Register to create your FREE account HOW to get started Your Credit Union will need a CU Learn Coordinator Ka Credit Union on Facebook h stil DE n HIS BITI wikke 10 003 Click here to see If your credit union has one If not Click here to register a CU Learn Coordinator with us Once a Coordinator has been selected credit union stall and volunteers may then register for CU Learn Ww Credit Union Hit Ue ILU announce Imelda May as the new face of the credit unions Congratulations to those who guessed correctly You will receive a copy of her album Mayhem and will be entered into a draw for tickets to Imelda s concert in Cork on Saturday the 9th of June and will atay at River Lee Hotel K atubonl sauja plugin CU er AN 8 Development Approve Registration Reguest Coordinator Once a CU Learn Coordinator logs into the system the Homepage below is displayed This is similar to the Homepage a user would see but with the addition of two important additional items the My Credit Union option and the Manage option These options allow the Coordinator to manage and coordinate training for all the credit union to edit records and run reports We will look at these options again later in this manual Example CU Coordinator Homepage of CU Learn Home Page My Courses Recomisiirmrscnpt Apphcahon Forms Certificates My Credit Union Upc
3. SY CU Learn Credit Union 1 Click on My Credit Union My Credit Union tenori Manage Enmtireni Wierd 2 Click on the My People Tab Ramma Job Priis a s Aima Chamberlain Tamm Chris Ryun Trammi 9 LCU training Tigaerey 3 ALU Veteteg 2 3 Tremeg Aap Comaty 3 Click on the icon beside the name of the person you want to register onto a Course CU teens amp Development 18 User Review for Colette Coordinator My Courses Recor Accounts i Keyword s credit Search Advanced Search Search Help E Leaming Reports Search Result 1 13 of 13 Credit Union Operabons NI Leaming Type Classroom This updated Credit Union Operations Workshop provides a comprenenswve ovensew of core cedit maintaining a focus on quality member care AS a credit urson officer Creat Union Operabans RO Leaming Type Classroom This updated Credit Union Operations Workshop provides 2 comprenensive oversew of core credit maintaining a focus on quality member tare As a credit union officer Credit Control NI Leaming Type Classroom This is a practical and very Srmely workshop for anyone who operates im credit control and who must contact members to obtain payment The workshop will explore innovative techniques for achi_ Dimensions Talent Suite Mazila Foret M o b psali ae hiti EPP NNAL pedets ek NACIO ABT 4 Tia FORMAT ADECCO i KIGE N Whe Snid Tae Ths gt
4. mario Fon line stall in lodhem E lsnd washing 45 develop their understanding of core creaiturvon products and serdces itis ideally sutted to officers wifin tho first year of Pret role with the credit union or anyana who would Denett fom an aperatanal update viiherawal Podo Below is the murder of days balore he Course stad Gate and Ihe percentage of retund you wif fecerve should rou withdraw 1 of more days 50 refunded e 7 Of ree Gays 100 refunded Know a legal new regedatory ang efvca Pamewert in wych the cred union operates Ge famia m Ceci union Menmserstie reqarame nts such 25 he common Cond and lege Wertfication requeements Understand core scireties such as shares loans andnormratons Anow the importance of internal contos in protecting the cred unon 1 members and officers CUCPO Hours Triiming Hour Panicipants Sessions O Credit Union Operatons ND 2013 Cookstown Seats 10 pravon Hotel North 73402113 OS 30 130213 10 30 GMT Payment Method Currency List 100 00 Price Stow mere into 2 to top of page culearn creditunion ie at least one week before the course date Although the Coordinator can book someone onto a course only the User can withdraw from a course see Section 4 3 below If a User is unable to withdraw from a course contact CU L amp D at 4 Click on the Book onto Course tab 5 Type all or part of the course name you wish to enrol the User on and click the Search
5. CU Lon NY amp Development 40 Add CU Focusto a CU CPD Record User CU Learn allows CU CPD Members to claim for the reading of CU Focus Magazine You should read the guidelines in Step 9 carefully before adding any hours From the CU Learn Homepage CU Learn 1 Training Course From the Home Page click Training Courses Mi Veewng Courses 2 2 Click the CUCPD Members NOOP Pogana ii ACOP Praramme RO share di CO tatara S catalogue Your screen will only show areg tegar h areg Soe S Jer w pet weer Be mere he eter e e her a pee CU Learn hiess Moye Trening Courses ATTA AA Cienie 3 AS Toamg t Click CU Focus 3 A Magazine ptite gioa My CL FD Mocs SLK XI TW Load eee i fete trie a le bem epee CU Lea AN amp Development 41 UET Page nae a t P bot y iw rE e E ipti oie peeeGesee ote OU Fanne tpring rte CU Focus Summer 2012 wiry Serre il hes rugate eats wor emer eee fhe et tee t tetet rem Chee oa See rest oe ee eed fee cert pee oe a fe oe a ace Enrolment Confirmation Please confirm your enrolment request for Item Name CU Focus Summer 2012 Confirm Enrolment Cancel nrolment Successful You menet ave metsad liepe varre pay e Aigi Mmm fur ats pre Capes minu torre E n 0 t Nu Poove Huma POH 4 Click the edition of CU Focus you wish to claim e g CU Focus Summer 2012 5 Click on the link which will bring you to the website where you can
6. Credit Union USER GUIDE CU Learn For CU Learn Coordinators and Users www culearn ie CUtonin Olrish League of Credit Unions 2013 PURPOSE OF MANUAL 2 CU LEARN BACKGROUND 3 BACKGROUND 3 BENEFITS OF CU LEARN TO USERS 3 BENEFITS OF CU LEARN TO THE CREDIT UNION 4 USER ACCOUNTS 5 REGISTER AS A LEARNER USER 5 APPROVE REGISTRATION REQUEST COORDINATOR CREATE A NEW USER ACCOUNT COORDINATOR 8 UPDATE EXISTING USER ACCOUNT E G RESET A USER PASSWORD 10 DEACTIVATE AN ACCOUNT COORDINATOR 12 UPDATE My DETAILS USER AND COORDINATOR 14 BOOKING COURSES 15 FIND AND BOOK A Course USER 15 BOOK SOMEONE ELSE ON A COURSE COORDINATOR 18 BOOK MORE THAN ONE PERSON ON A COURSE COORDINATOR 20 WITHDRAW FROM A COURSE USER 24 REQUEST IN HOUSE COURSE FOR YOUR CREDIT UNION OR CHAPTER 25 COMPLETE AN EVALUATION FOR A COURSE 26 CERTIFICATES 28 PRINT A CPD CERTIFICATE USER 28 PRINT A CPD CERTIFICATE FOR ANOTHER USER COORDINATOR 30 CU CPD MEMBERS 32 APPLY FOR CU CPD MEMBERSHIP USER 32 ADD Non ILCU CPD HOURS TO A CU CPD RECORD USER 34 ADD PRO RATA CPD HOURS TO A CU CPD RECORD USER 38 ADD CU Focus TOA CU CPD RECORD USER 41 View CU CPD RECORD USER 44 TRAINING RECORDS 46 ADD EXTERNAL NON CPD EVENTS TO A RECORD USER 46 HOW TO PRINT YOUR TRAINING RECORD NON CPD MEMBERS 49 REVIEW AND PRINT TRAINING RECORD COORDINATOR 51 APPROVING PATHWAYS BOOKINGS COORDINATOR 53 THE COORDINATOR SUPPORT AREA 54 FREQUENTLY ASK
7. Dine ta be contrned F cans Assessment ON 24 4ov 21 11 05 30 24 Nov 2011 15 00 GMT Online Classroom 2 Court Room Skilis RO Click Withdraw Enrolment 3 Reason for Withdrawal a A popup window may appear No news announcements are assigne A successful withdrawal wil result in the asking you to provide a reason removal of the traning record from your in process So be sure ta check Dack ps ng history Continue for your cancellation Note 0 of the course cost can be refunded amount 0 00 Enter your reason and click Please enter a reason for withdraverng Withdraw Court Room Skis ROI i 02 Mov 2011 02 30 02 Now 2011 17 00 GI You have successfully withdrawn your enrolment on the Course 3 Coordinator will receive an email confirming your withdrawal Withdrawals are typically free of charge up to one week ahead of courses There will be a cancellation fee if withdrawals are made within one week of the course start date Substitutions are normally permitted up to the time of the event Please refer to the cancellation policy on CU Learn for more information CU teensy amp Development 24 Request In house Course for your Credit Union or Chapter You can request an in house course for your credit union or chapter which can then be set up on the system and opened up to those credit unions you want to invite to the course From the CU Learn Homepage A Meetereniices Tabet Luke Met
8. Module Title does not contains FENNAD Module Attribute Categories equals CUCPD Hours End Date greater than Of fan 2073 End Date less than 21 Dec 2013 Overall Status eguais Compiwed Group Name equats CUCPD Members Current PID eguais Use exeouing user s current PIO HO Atab 1 t 10 Jan 2013 Material Eul Morti ACU 10 21 Camgieted 124 1 Jan 2013 It is the responsibility of the individual to keep thorough records of all CPD activity should they be subject to audit CUNY amp Development 45 Training Records Add External Non CPD Events to a Record User CU Learn allows users to add hours to their private records from inhouse or external courses These events do not reguire CU CPD allocation and are not added to the CUCPD record From the CU Learn Homepage CU Learn Horne Page 1 1 From the Homepage click Records Transcripts ATE TEE IT Lk pe b IBAIEK AFITA rtan Ee yare by cee tera tater KA adis Cie cheb on fe ie of Ihe Coren cowl fren Cheb on eon Course od Orte ve ht A pan ik wat ie IN 2 Then click Add External Record Emml Training Reoords There pe an oa eS Eroen CUL NY amp Development 46 Se Credit Union Lise Protle Ha Conta Us Logas Ajas ahmi kov Tion Awra May beer lo estoril areng Mary Sanad Aae o Ta yn Tite Coerve type eubyect Mart Date fea Dai j Maiei Men a CU Learn Ness My Cosrses 44 41 1181 125 Wetanperee ej mua
9. button e g Typing credit will show all courses with the word credit in the title 6 Click on the chosen course name 7 Another popup window will appear with the details for your chosen course Scroll down to the Sessions area and click the Enrol Users button 8 Confirm the enrolment on the next screen and click Close cU N amp Development Book more than one person on a Course Coordinator To book more than one person in your credit union onto a course it is quicker to use the Enrolment Wizard From My Credit Union My Credit Union 1 ome revan i Click the Enrolment Wizard tab Tha amalmart wines afows pau i Select 4 partopasi o a paus of pace wt fv Ged execu of an ermaimem acion The onrotmart achor wil apgiy to Be Selected mod thee entien javel rote However hat sore amoimesi adonis may require aG ttiara npu There actor input teid wE suteematicaly be Gin pad mi riged gt fre min 2 Select Participantis Select Modulets Click Select 2 Sanci Mode s participants s to select r senova POEL HTS Remove hMockse s the people that you want to enrol on the course Action Saketanatban Si sda ta ines ak v a 3 Select Partici t s e articipant s Click the Search button to eg SI return a list of all people Erter the fest ofthe a in your credit union in the e Emer name or sumama person you Cick Search Available Choices box e Select the relevant personis
10. kalu a pamopant jor posp of pariopam kur ari avocada of an ameistoni achen The efroiment action wif apah to Ne palaciad mac M seseinn iaei Nais hissar thet come memme sense mu eane adis npn These siding inapi eiris wel autemateni te plume ath respec io fie ene 12 Select Participantis Select Modulejs Click Execute to enrol all Ohi fy kipami Selke t Module sos Scie SAY selected participants ete parte pals teemuve Modus Anna Craniedtan ANNA CH ketton E gt CERT Credit Unan Operatic Jayne Greatly JGREALY cule 13 Joan Guy JOAN GLY Gadi Note Leave the Charged 12 Cost Centre field blank Setting Enrol Ms 13 Below a a nummarised repo Of Ira number Of modes pai UDO praaki sed dy the owwroimert ward for tee Enni Ne achos A message is displayed Number of records SUCCESSFULLY processed 2 once the enrolment is Number of records which FARED 0 complete i me MIA ed Mlle TT CU Lon NY amp Development 23 Withdraw from a Course User If for any reason a user needs to withdraw from a course they can do so by following the steps below Note only the User can withdraw from a course From the CU Learn Homepage CU Learn 1 Click on My Courses tab on the homepage and click the course name you want to withdraw from ferret Tweet Appkubon Fom W ACCA Course 26 Oct 2011 08 28 SST AML test elewnng CUCPD 3420 1025157 y ANL Test vang AC 0 WK 140115T ACCUP 2112
11. ngiter wh OPD Hours 2042 USER My Trang Actwty 201 USER My Timang Actety 200 USER Trang Completed 2011 USER Trereng Gompicted 2012 COORD Ceedi Liveri User Liigi CU Lea NY amp Development 51 Cancel Report 3 Report ID ACCUP01 A popup screen will appear named Report Summary Scroll down to the output Open Report Now Run now in Batch Reports format Report ID ACCU O You can choose to open the Report Description accu My AccuP Si report in different formats Select report type Traning Hator Simply select the format you Training history This type of report contains information on users and their performance on courses wish to view itin Finally click Open Report Now Your report will open in whichever program you have selected 4 Your chosen report will display TT n a 4 f Combat Money Laundemg 19 4pr 2012 Eu Vende D Combet Vesey Laundering RODE Repub g mean Chap HOH E Learmmg 282 Counts Eu Laaming Esolmernt Fee 13Soomieb dge Credit Urea 1 Wetone CU Laam IIF Eur Member 0 Welcome OU Lean Comcruters Fete ol teen Crapes Cown in kars 30121730 Costes Euro Erinnert Fee 13Sentbridgo Cred nee Lid Course Estat An OIL t 0 Course Ev lulikan Ervoevert Feet Republic ol romrd Chagee oO Cury katta VOSEPMO OI Aarand eks Credit Liner Ld CU Learn provides a number of template reports such as the above If you have a report that you feel would be of b
12. sprees mnt pnan feet Erman freer hes access te he varma rere betwee memm stat irre CUNY amp Development 25 Complete an Evaluation for a Course Course evaluations can now be completed online via CU Learn Once you have attended a course your attendance will be marked and you will also have access to the online evaluation for that course Evaluations take only a couple of minutes and are important for the on going guality of the courses ILCU deliver To complete an evaluation select My Courses from the CU Learn Home Page and do the following From the CU Learn Homepage Ye CU Learn Credit Unason Click Evaluation Herons lraneceg Appiranim Fyens If the course was run some F Test Coure 21 May 2012 09 00 21 May 2012 17 00 BST time ago it may not appear t Tolle under My Courses but instead Mt pot vande be stored under the Hohti yee cosrerd courta kik Sheree h ifr paga Records Transcript tab To evaluate an older course go to Records Transcript select the reopen course option beside the course you wish to evaluate and the course will be placed back in the My Courses tah mi a Click Start Evaluation Evaliation for Test Course Thank vou for attending the recent ILCU Training programme WW hope wou Taund the programme intarmative and useful The following evaluation form is for you to complete and will typically take only a few minutes VV PES GMCOUrAaGE YoU TO Swal or this quick Sn Bect
13. with the certificate so that you can printit at any time To print a CPD certificate from CU Learn Mi 1 VA CU Learn Credit Union Click Certificates Records Transcript Application Forms Certificates 2 Espurd Cetiicaes Selec a fhor v lua 10 Sma Tie degia ta anirias miii caus Gales within Me aciectod year AI i he A A list of certificates is 6 2 Hours CPD Atterdancd Certificate LCU 25 Jan 2013 displayed 7 pe sarc Cerificate tcu 23 0c 2012 in 2 danced Certificate acu 23 Oct 2012 cu Click the cog icon to left 2 Hours CPD Attendance Certificate acu 19 Oct 2012 of the certificate and then click Print CUNY amp Development 28 SE 2 pct SECURED Adobe Reader File Edt View Windme iis Ye creditunion je Certifoate of Hiendanee ILEU SysMernTestrg Attended the course CUCPO Combat Money Laundering RO E Learning 2012 CPD Awarded 2 Hours CPD Date of Attendance 25 January 2015 3 The certificate is displayed in Adobe Reader and can be printed from here If you do not have Adobe Reader you can download it for free from www adobe com CU Leerinn amp Development 29 Print a CPD Certificate for another user Coordinator Coordinators can print certificates for other users in their credit union To print a certificate for another user From the CU Learn Homepage Ne CU Learn Credit Uren Nome Pane 5 My Credit Union Deining Cines Repol
14. CU Learn each credit union must have a CU Learn Coordinator in place Example Login Screen of CU Learn Ww CU Learn Credit Union User Login Unser ip Password wy Rogintor Wi Forgot your Pannword G Hew 1 Spring Schedule Available Now a More Information 2 NI Training For FSA Handover a Mote Information 6 Event Recognition Request Form s More Information 3 CUCPD Application Form 2012 a More Information 4 Training Department Contact Sheet a More Information 5 ACCUP Flyer Once the credit union has been set up with a Coordinator user registration on CU Learn is then easy and simply requires the user clicking Register on the above CU Learn Login Screen accepting the CU Learn terms and conditions and entering their details All users must first Register on CU Learn before they can use the system Users will receive an email confirming their registration once approved by the CU Learn Coordinator CU Learn Your Place to Learn The ILGU training team is committed to providing a high quality training service to credit unions Recent developments in the credit union movement have placed a renewed emphasis on training and education CU Learn is a training administration system that will support credit unions in the coordinating and tracking of training activities for their volunteers and staff alike CU Learn will empower individuals to have more control over thelr own training and development
15. Desi 2 HP Games Top Games 2 Get more Add ons TA CU Learn Credit Unton 4 Click Add External CPD Course to My Record Weicome MECO Systm testing Hoven Poga Ps Training Course KR All Traning Courses gt gt CUCPD Members 2013 ROI gt gt My CUCPD Carmi at 5 User Profile Halip Contac Us Logat Add External CPD IOCU Focus Magaone My CPD Record Pro Rata Course 10 My Adjustment Record 4 Oct on incdivedual courses tor more information of tn Soot a place 4 Type in the CPD accreditation number and click search this will return your event Click on the returned course title C in Option B if you do not know the unique CPD Accreditation Number Se CU Learn regi Urror mir Coprrp EEPOS mmtoeveoa essary Tumm Capre aa P muse sUd catimogues Super n Vendel CUCPE Scterne gt a PETIT Laama Type Lasma Scnedudec Beren oA Ea 1221 000 pa a 7 emam cee nora p eT s mme t Peer e Fe Se ee M U ee Cet eee ere eT a aay 5 o ome tee M TESTE a Be ee ee ee ae E TIAN LU E cee T re cee ere Se JT oo oe eee amp Sot OT inh 4s eet Sete aM ee PE VAT w Te Sy Fe Se eee Sees ee ees art ae tume e 1 M MM te a mt e if O awe 2 SC hee lu AALI mn pk Tee et ame fer tm eters eet ert 5 Once you have clicked Advanced Search You can now type inthe keywords for the event vou wish to find In the Subject area select CUCPD Scheme In the V
16. ED QUESTIONS ON CU LEARN 55 CU arin amp Development 1 Purpose of Manual The purpose of this document is to e Explain the background of CU Learn the new training admin system for credit unions e Outline the system structure at a high level e Provide guidance on using the system and to be able to assist users and Coordinators in o registering on the system o enrolling in a course o taking eLearning courses o Booking an In house or Chapter event o Managing CPD e Assist in the carrying out of CU Learn Coordinator duties i e approving registrations viewing training taken in the credit union and running reports CU Leary amp Development 2 CU Learn Background Background CU Learn was developed by the ILCU to facilitate the efficient administration of training and education for the credit union movement and is free for all ILCU affiliated credit union staff and volunteers Each credit union will be asked to provide CU Learning amp Development CU L amp D with the details of a CU Learn Coordinator to act as the system administrator for their credit union and their role will be to e Approve user registrations e Assist users on the system e Oversee use of CU Learn e Run reports and maintain CU Learn CU Learn can be used to plan book and manage open schedule training programmes in house amp cluster training programmes the Advanced Certificate in Credit Union Practice ACCUP Pathways CU CPD and othe
17. Homepage Se CU Learn Start the User Editor to create or change user profes User Editor _Orgarisation Wl Create a New User Account BQ Jayne Credit Union Enter a new user ID below Subsequent screens will allow you to set ofher user properties By specifying one of the available profile user IDs you can assign to the new user default properties already associated with that profile If you do not know which profile to uss choose DEFAULT Profile Default Profie Verify Password Create User Account 1 Click Manage 2 Click User Manager and then User Editor 3 Click the Create User icon at top of screen The screen will update 4 You will see the Create a New User Account information screen simply enter a User ID enter and verify a password into the fields provided Use the word password as your password leave the profile as Default Profile 5 Click Create User Account CU Lon NY amp Development g AA a User Editor Mozila Firefox 2 g The status must be ACTIVE for cwrent users Remember to click the Save icon on the top bar before moving to other sa tabs ep All the bold fields must be filled in Gry Leaning Note You must EXPUCITLY save these settings using the Save button above MO creat Union before selecting a cfterert tat KOrSA M IGU Stet colette newuser MI Test E Taine Personal Profile H UNASSIGNED BQ U
18. If the course is full the Waitlist option will display Assisting Nambers in Dest RON 2013 Portlaoise Seats 12 here Clicking this will add M vou tothe waitlist and you st Portaoise Heriage Hote mirese arei tappo micia anil will be automatically booked Payment Method onto the course and notified Currency List aaa by email should a place Price become available for the ja s session Assisting Nemders in Dest ON 2013 Dutdin Seats 15 i m Con Dupin Arpat Dupin 22404073 99 30 2004113 1620 EST Payment Method Currency The screen refreshes with the enrolment confirmation Enrolment Confirmation information Check you have selected the right course and date and click Confirm kem Name Assisting Members in Debt NI 26 Nov 2011 Enrolment You should 09 30 GMT 26 Nov 2011 16 00 GMT receive an email confirming your enrolment Note the CU Learn Coordinator is copied by email on all bookings made on the system Please confirm your enrolment request for CU eon N amp Development 17 Book Someone Else on a Course Coordinator The CU Learn Coordinator can book other users in the credit union onto a course at any time This is done through the My Credit Union option from the Homepage If booking another user onto a course remember to do so from the My Credit Union option Booking a course from Training Courses will book only you the Coordinator onto that course From the CU Learn Homepage
19. Marmu Ehnwireni Wid Tamg Aima Chamberlain Tam Chris Ryun Trammi REU training Tiarn ss nn 9 O9090O iii lt TT ou e Netimensors Talent Selts Monia Freto se amp M hti wee Obearn de hice were ety eter TA TAR IS TEESSIOP ASE PID joe tee DECORA TID AGE VAN YANIT YRIEACHELV EW ee 6000 User Review tor ILCU System Testing 4 Hoorn lanarte Miia Laetitia Expend Certic ates Azuis ee ee Lemno Meports Ww Iniroducton to Eltics for Credi Urrons RON E Laaming 2019 Nat yet started Ww CUCPD Complerts Handing NM E Lrammg 2019 Evaluador D Not yet started Ww CUCPD Combat Money Laundering RO E Learnmg 2012 Not yet started CUCPO Compiarts Handing RO E Lemrang 2012 Evauanon gt 23 Oct 2012 14 48 23 Oct 2012 14 48 GMT W Complants Handing RON E Leammng 2012 Evaluator 23 000 2012 14 97 23 Oct 2012 14 30 GMT CU Focus Spring 2012 14 01 2017 1211 18 Oc 2017 12 19 1ST O CLCPO Scheme RON Date to be confirmed Raualt yout Custer o uran lial ahowdig Of Pus pige 1 Click on My Credit Union 2 Click on the My People tab 3 Click the icon beside the name ofthe person for whom you needa certificate 4 Click the Current Certificates tab to display a list of certificates for the user CU er NY amp Development 30 3 LESM Meon Setect a Mor value to lime Pe Molario entries wih msue dales win the seletad seat All Ben E ours UF Course Completi
20. Status set to No Current Status 6 External Authentication No l Join Date mot specifed Expirabon Date not specified ousekeeping Users who are no longer with your credit union should have their status set to Account Closed Regularly review the accounts under your credit union and set those no longer in use to Account Closed If you close an account for a CPD member they are not automatically removed from the scheme To remove someone from the scheme you must contact CU L amp D CU TN amp Development 11 Deactivate an Account Coordinator Itisimportant that those users who no longer use CU Learn are deactivated on a regular basis It isthe CU Learn Coordinators responsibility to do this this reduces the overall activity and therefore cost on the system and helps ILCU to maintain this service free to all credit unions To deactivate an account follow the steps outlined below From the CU Learn Homepage S CU Learn Credit Union 1 Click Manage w User Editor 2 Start the User Editor to create or change user profiles Click User Manager and User Profile then User Editor Heip Contact Us Logout 3 This will pop up the User Editor screen e Jest Coordinator TEST COORI a gf GAY 4 s Newone hewone US Click the User Name you 13 wish to edit e Kerth Savage KSAVAGE e Sniney Spears STUBRITNEY New Student COLETTE NEW a New
21. Studert MARYANN a New Student RKUSERZ a New Student TESTEVAL s New Student TESTEVAL1 a New Student TEST STUDENT e New Studem TESTUSERS e basic user USERT e RK User RAUSERT Retresh CU Leann amp Development 12 ver idno Mozila fi i E Mitte tuleme ie icin opriet a are 5 wes tal DA a na ned ba n M User Editor You will see the User Details screen To deactivate an account simply change the Date of Birth Current Status drop hotspeaked E P down from Active to Account Closed Password MD creat Union EDFA eeeteseece 6 mec ee Stati Verify Password Click the Save icon at the eS trainer eeeeeeeee top of the screen BS OUNASSIGNED Employee Status Current Status Actwe External Authentcation No xl Jom Date mot specified Expirahon Date imo specced Always deactivate Users who are not on the system ILCU retains the right to deactivate inactive Users at any time as per the terms and conditions of use for CU Learn CU Lon NY amp Development 13 Update My Details User and Coordinator You can update your details on the system if reguired for example you may want to update your email address if it has changed From the CU Learn home page 4 1 CU Learn Click User Profile From here Crean Union you Can update your user preferences personal details and also change your password iiis My Prolde User Adrwu
22. TE VAL e New Student TEEB TE VAL 1 a New Student TEET SE TUDENTI n New Shedent TES TUSEND Dee weer USEMI RE Wee 015 At User Editor Tg atin User Oroup mai Sauron 9 Cay teaming BO Crede Linon EFSA OLGU Stat Test 297 arwr BS OUNASSIGNED a Uruversly Remember always to click on SAVE or your actions will be lost Check on he 4 COME ta MewIGGhe Amang Organiaation vr then chek on the Organon mme te oot n tet of Weerrere Clicking on thre leerrner mmm aller woe fe adit their propeartios Urepeched Title Date of Birth not speecfad Password hm Verify Password Employee Status Current Status Ache Externe Authentication No Fz Join Date not epectied 1 Click Manage on the Home Screen 2 Click User Manager and then User Editor 3 This will pop up the User Editor screen On the left hand side of this screen you will see a list of Users 4 Click the User Name you wish to edit 5 You will see the User Details screen Change the Current Status drop down from User pending approval to Active 6 Click the Save icon at the top of the screen CUN Create a New User Account Coordinator Users can create their own account at any time by self registering See 3 1 above If for any reason they are unable to do this the coordinator follow the process outlined below to set up their account for them From the CU Learn
23. a select a paraan ari jet a Pop of DSTO IME fer eed seemuton pi ap eureirer acter The amrer sion we noriv ip he selected modre oira Pe seecternievel Moe bosma fist serve eeeotrrerd actors oy teers edtteral rori Theos o36 erel reel fel ce wi muturmatenii be Septeped wht repart te Pre erectment si 6 7 In the Action dropdown Select Pardeipomts 6 Select Motetatey box select Enrol Me Select partic pays Saart Motu Aemove part caress Remue Mute s 7 tina PETS dwyre Greatly JOREALY om rannas A rep To select the reguired A LZ3 course click Select Module s CU er NY amp Development 21 Select Module s EAA Ener the first rame of sumame of the person you want to find Click Search Select the r lsvant persons in the upper box and cick Ihe Gown arrow Vihen the personis you want are shown nthe bottom box chek OK Search Crte The search resit 6 degioved in the torn Tite 560601 mat LOOO roas Check here to seetch between horocrt s vertical screen lsyouts ra Taney Course Ai Leaming Types Al CERT Cred Unions Operstons 4 Controls Dubin West Start Date 03 4pr 3 13 00 3 Locaton Moran Red Cow How CERT Cred Unions Operators amp Controls Watered Stat Oste G Ape 2075 09 30 Locate Ramada Viking Hotel Wateriond l litte evewcubeam ie us wore it ete Select the relevaml persors in the opper box and Click the down amma When the personis you want are shown n the bottom box click OK Se
24. ail to the user CUL NY amp Development 53 The Coordinator Support Area A CU Learn Coordinator support area has been set up to provide further advice and assistance to CU Learn Coordinators This includes a Coordinators Discussion Forum where Coordinators from different credit unions can discuss issues and share experiences they have with CU Learn or training in general In addition various training and CU Learn supports will be made available in this area To access the Coordinator Support Area click on Training Courses and select the Coordinator Support Area Catalogue The following screen is displayed eiet ety CD Caminho ti Ee PORMA TL ABACK TONE AL OG VAADET ODOAKER AGE Welcome CU Learn Coordinators by ILGU Se SS Kyl Coordinators Dear Coordinators Welcome to CU Learn This is the support area for the CU Learn system From here you can view help files partopate in the CU Learn Coordinator discussson forum and run key Coordinator reports The CU Learn User Guide 5 also available below under Download Matenais at the bottom of this page There 5 a discussion forum avadable only to CU Learn Coordinators You can access this through the Communicate menu button and by selecting the Discussion Farum Coordinator Support of you can click Discussion Forum at the top of thes page Latest News Click here to read imponan infarmation for Coordinators The following are key CU Learn reports that you can run for
25. ame ta 3 Ama Crarmbortam ANNA VW4O get s list cf iesmers Ciictarg on the learner name slows you to edit their properties s Test Coordinator TEST COORI This will pop up the User af 0A0 Editor screen On the left gt Newone newone USERTEST1 hand side of this screen Ewan OGirien EVVANOBRIENIB i Ethan Savage TESTKEITH you will see a list of Users e Kerth Savage KSAVAGE a Ontney Spears STUBRITNEY New Student COLETTE NEWU a New Student MARYANN 4 a New Studer RKUSEN i a New Shudert TESTEVAL Click the User Name you New Student TESTEVAL1 wish to edit e New Student TEST STUDENT e New Studem TESTUSERS RK User RKUSEIIT Retreat CU eon NY amp Development 10 2 A E t tules im e User Editor New Use Other Name 5 To change the password Gender type a temporary Unspec ed imj password i e password and then repeat it to verify The User will be asked to change this when Date of Birth they login again imo peole 5 Tite Password Verify Password eeceeeeee Employee Status Current Status User idno Mozila rete ri JO a tulem ie em User Editor 3 6 Check the Current Status this should be set to Active Date of Birth not specihed gt 7 Password Click the Save icon at the top of the screen Verify Password Note Do not change the sesesesse External Authentication field This should always be Employee
26. download a readable copy of the magazine 6 Once you have read the magazine you can then click on Enrol Me to add this to your record 7 Once you have enrolled click Confirm Enrolment 8 Click on Go to Course Sessions to begin You will see a list of courses you are enrolled on click on the title CU er NY amp Development 42 CUCPD ILCU awards CPD credits for this activity The CPD credits are awarded on the basis of your selt certification of completion of this activity Please note those who claim CPD for CU Focus may not also claim reading of OFA update in the same year You are required to enrol for each issue of CU Focus that you are claiming CPD for Only CUCPD members may claim CU Focus for CPD ILOU takes no responsib ity for ensuring that you are complant with your CPD requirements 9 Read the guidelines carefully click Mark as Completed and close the window The hours are now added to your CUCPD record CUCPD ILOU awards CPD credits tor thus activity The CPD credits are awarded on the basis of your self certification of completion of thes activity Please note those who claim CPD for CU Focus may not also claim reading of OFA update in the same year You are required to enrol for each issue of CU Focus that you are claiming CPO for Only CUCPD members may damn CU Focus for CPD HOU takes no responsibility for ensuring that you are complant with your CPD regqurements
27. e CU Learn Homepage 1 decent From the CU Learn Home er oe ee KAKA KAKA Page click Ta heh 6 cere M fae Bere tae Pies Weed beer ere at FF The Bar t Pee cone se erat Pers 8 cm teip Lee pret e Osi e mum Laong Gore ne san t ream ED Records Transcripts TRANSI 4 Ge MADO 4 47 18 Go 18 4620 tnan na 19 Ja JU v 16 a 000 Pr i T G 2 A arth Or tupp t non Adpaet MaA Paa uU Ga Then click Print Record Transcript report Cl T Rae ewe Man e NT Gowen f stem Te Emerg Rew Be Cw 44 J0 1 ogee CU Learn 3 Click Select learning a A modules programmes tn 7 My Cunsvom a T Asi ates aed This will create a page Prine ao upang eaten end ujane tpi isaga Sete 0 PERNS imal oot 0 GBA satin aea TUD SEENON SD Se GID S eae SN a Orme OAD where you can select the 1 1 1KAK 5 KE 145 a A OT KAETAKSE KATA KE KOK TAX titles you wish to include 4 Tick the box if you wish to include external training 5 Once you have updated all fields click Print Preview CU er A amp Development 49 Records Transcript Report CUCPD Hours 00 Training Hours 00 External Training Records Users must maintain their own records of external training Workshop Seminar In House 02 Jul 2012 02 Jul 2072 ABC Credit Union Lic Engish 2 0 houris 00 NA NA Event organised in house with External Provider Completed 6 Click Print Only ILCU events will be counted in the CUCPD Hours total at the top of the re
28. earn Homepage Se CU Learn Credit Union Click Training Courses Training Course Finds Course OCowse Calendar 2 User Profile Click on a Course A Catalogue for more Contact Us e m information for those courses Autumn Schedule NI Aut ame a CUCPD Members NI CUCPD Members inhouse Training js aa RON User s individual access rights determine which Course Catalogues are displayed for each user For example only CU CPD members will have access to the CU CPD Course Catalogue Click on m vdual courses for more informaton anc upcoming cates GU amp Development ve CU Learn Credit Union Training Course Pru 3 Course Couse Calenoda AI Traing Courses gt gt Autumn Schedule NI User Profile Help Catalogue Content Results 1 0f 6 Contact s Logout Aasisting Member Debt M e Sydd Language Dwabon toy Cortficstion Daam Vima Shoulga Tate Thin Onyectives Credit Control NI Cred Union Operations NW Classroom g g Classroom This i642 pracikal and This updated Credit very timely workshop Union Operations for anyone who Workshop provides a operates in credit comprehensive control and who must overview of core credit union products and services such as membership shares and loans intemal controls and Assisting Members in Debt NI 4 by Linman bession Mary of our members are suffering groa inancial Durden and cannot sae ihai way out of Tew dest stus
29. endor area select your vendor Click search and this will return your event Click on the returned course title 6 Click on Enrol Me to add this course to your record A am Cw st eae Re Gee ee 0 eee 5 U lt Enrolment Confirmation 7 Once you have enrolled click Confirm Enrolment Please confirm your enrolment request for Item Name 1201 0001 Confirm Enrolment Cancel 8 Click on Go to Course Sessions to begin the course Enrolment Successful Your enrolment was successful Please exkamme your e mail messages for any pre class instructions You will see a list of courses you are enrolled on click on the course title CU sr NY amp Development 26 9 ve CUCPD CUCPD dn idas Read the external CPD guidelines carefully click betewee JIPE vm ce te AE eww ee TT em be fe ees ere Oe UME ore oe amaa we mae ui 100 n tr Pe ante ante Tis OO reis oe watt ter reet Mark as Completed and gt 7 wo kl kalli Ai a la ko gt saga ras Mn tg t iiho wee g s ts og ik 2 y Yai vee one manure sega Pe awe tg mue otemdbus emt ASIA Ss paoar to eben tg seemet ts Samaras umt SUNN 43 a yoe ray o an ta pun NED Oo OEE A close the window The F o i ERI PD EES M A AA yesen waphenetnee hours are now added to vour CUCPD record If your course provider has not given you a CUCPD accreditation number you can apply to CU L amp D to have the course approved To do so use the Externa
30. enefit to credit unions contact CU Learning amp Development to see if it can be provided CUL N amp Development 52 Approving Pathways Bookings Coordinator Before a student is accepted onto the Pathways Certificate a coordinator must approve or deny their enrolment reguest Coordinators receive a system email to notify them that a student has reguested approval The following steps describe how to do approve From the CU Learn Homepage S CU Learn Credit Union On the left hand menu click My Credit Union News My Courses Records Transcript Application Forms Certificates f My Credit Union 4 i News Communicate User Profile IMPORTANT Checking CPD Hours Help Under the terms of the Central Banks Minimum Competency Code Contact Us credit unions should check the status of their CPD members to Logout ensure they are on track with their annual CPD requirement e mportant To check the CPD hours of your credit union run the Review_CUCPD report 2 Nid TT TL Click the Enrollment Approval tab Click on Aoprowe or Rat 10 apatwe or deny tha enmgimert Click on Pe Sam name K access ts dotats Cith here ja deteqate spoon autorit to afst users 3 Check the request and then click the Approve or Deny button Show Ny PesdegAggesa laginu Filer Piters Cortes ID AA Aen 1 Prmeanemonmerney T tt worm Thay If you deny an enrolment you will be asked to provide a reason This reason will be included in an em
31. et ee ee APO ht CLP Peres roe cae besi 2 re kcdw h fee weret owas DU tra te arit pomm diaaa fect os tater peers weve an tet pms ut antiik wes O6 mm two Terre Tepe put rep te Mmmm of owe e re tee Dru mitme aor weg traie hmmm nee NAK TT MITU KTK AT KT CNT Re oS peewee EKA TI 1ATNU EKS 0 Thesetece pa ma aw tnst vad oe asphesi tut Peers most rk Ste Pe OOD meret megumi at teed pa t popper ri ee chee for a pe tee eee rere LODU memme rege amp chert t al ft pe tume vei mit n ere a p owen heme LOU r teeter ee erty ww frets is tee pert seers Mew CUCPD terete teat 37 A ey Tre ha an Pn ats Aare dass eran swt 4 Click the Pro Rata Adjustment catalogue 5 Click on the month for which you wish to claim a full month reduction These steps must be repeated for each additional month you are claiming 6 Where a full month cannot be claimed please click each additional week you wish to claim Please round weeks off so that 1 2 days would be 0 and 3 5 days would be one additional week 7 Click on Enrol Me to add this pro rata adjustment to your record CUNY amp Development 39 Enrolment Confirmation Pease confirm your enrolment request for Item Name A JANUARY The Full Month Pro Rata Adjustment Pee Cate Actnertreemet sii PO mimes aa 8 com se aps 89 ws See 6 Oe eee we wow ET be gt Ma ore Cee See ee ere ee ere Be re Ret Gee fe tt tS ee l EE s 8 x Minos 6 08 8 0 abt
32. in the upper box and cick the down arrow below e When the person s you want are shown in the bottom box click OK Search Criera The search result bet onty dicplews the first LOGO rows Check here to switch babesen horgontaii vernos screen layouts j User ID First Name Surname System Role All Orgaresaton EI User Group E Etanat Attributes Use userin Cut and Paste Direct Entry Form ILDUTEST Anna Chamberlain ANNA CHAMBERLAIN Jame Gray JGREALY joan Guy JOAN GUY Sharon Henvey SHARON HENVEVI Keven Loughname KEVIN LOUGHNANE Records Retrieved 12 CU TDA amp Developmen fitters www aulaam je kuu wets tet ete Cikk Search 4 e Sect the rekvam personds in the upper box aad chok the Gown arrow a e Vien the personis you want are shown n the bottom box click OK To select the participants you want to enrol on the course double click each The search result st oly sgtays the fst 1 000 rams Check here to switch between hortnontallverioe screen lav uesi 19 name so that it appears in User ID First Name Surname System Role Al Orgarisation EI User Group See Cite the Selections box below 5 Click OK when you have selected all reguired LOUTESTI participants Michasi Millen MICHAEL MULLEN S Records Retrieved 12 Annes Chambertan ANNA CHAMBERLAIN Jayne Greatly IGREALY Joan Guy JOAN GUY My Credit Union oS ae Tee warperere wtiars ames p u
33. ion EE EE User Logie CU laam Your Place io Lean tsss 10 Tee LI mereg jeen a corweties ts preeaing s ngt qeedy arg serves in meit sampa Recent Sereia e Creal ira aerer have potd 1 s Memm pt on mg md mumm CL Laama a um streatrete eater tut oe e f Click the More n BIPPO DOMI mona Te UNER 406 VADEG 11 raang ahama thr trer soarte ane sa ame CU Information tab below L n ml ergene PArt te het ere Cortret Ese tae can Pen and devesprent CUCPD Application for the current year Mani Q Meyer a ALCU coerees Coe maw be booked saine Cech on Reguter te creme pear FREE scout ufot Teo Crectt Unon at epes a CU Lawn Cesrerate mt TO Oe ap boine ubey o Oyon OF he Eytten a Mare Breas T fore ie see i yay creii wees hes on M Soreni a 9 mat Cet kae te rapiat a CU Laan Cooreiates wti a Ura EU Pent CPD Ailocatiem form doc Dece a Cina Aat beet veieeied creeds Wen Gall 0d vetting s raty hee opahe ter CL Learn Yr 5 Kis AY TUCPD Appiiostian tonn 2917 Tranny Departmemi Contar Street CU tony amp Development 32 CUCPD Application Form 2012 2 jate Mar 20 2012 Right Click the Link Select the option that you UCPD application form 2012 doc right click to download reguire e g Save Target as then save to your desktop Please ensure that the application form you submit relates to the year in which you wish your CU CPD Membership to commence Fo
34. is fueton 5 M t ie Edt Dea Hiio Brctmets now kelp O hietiorramione Tabt iuste amp sawone tunan tt ap pegeri gt Ol lmm TMS Bi Googe Doca 5 Test O CO Learn Upgracte Te Crest Liniera Sean A Adobe Acrstut com gif CU Learn Credit Union 1 eke ts On the CU Learn home page s r ot anastennsaiap oe click the Inhouse Training record hours Dos A A pan i Application Form link Taig Courae Book Inhouse Traini i iaa CU Learn Help 8 Contact Information My Ciad Union inhouse amp Cluster Training infoermahon ra on Now bawp GU Laan Conmueacete Book now throug CU Leam with the NEW see the CU Leam User Guce TT spotcabon torm You can also wow the Help secton for infoematbon User Profis 1 For CU Learning amp Devetopment contact Hets formation soe the Contact Sheet Contaci Ve Latent ILCU Inhouse Training Application Form 2 Pisana afew w bo throe daya fe PCU to contem Your een The LCU Inhouse Training Wy Crain Liria AED EEEN TAA ee Application Form is Eee ywr troda enion displayed Complete the form as appropriate paying attention to the information on the form When ready Ester your nere and covtaed member ea click Submit CU L amp D will then contact Whats wil tha nalaing be Rett ether atthe crodh unten or pinaso mate H orotar you to confirm details for lipie Mee dees wet cae mese monty F emt be hae sairat of the riedt exer Enssm veis thee the inhouse course e amp cchet
35. ive wa TO make AOL Views On THe programme Known wour feedback is valued and is user to ensure OUr programmes are tallored to meet the needs of Credit Union starr and wolumteers For intormnstion on all Our programmes please wibw Wea CUES Je OF emal Training gecrecditunion je Clontidenntialitv All data collected in this feedback will be held securely and imformatlon la amah sed anonymously uote s trom your evaluation mary te Used as testimonial Only Tor our website Your name will not be used just the Credit Union name ce og thought the course was excellent St Mary s Credit Union Sicke an the start button below ta begin CUL NY amp Development 26 section 1 Course Evaluation fP Piki A Ok AT l T T ges IL 3 i IrishLeague Siri Eu Answer all the questions and Geun 1 CreditUnions 4 when finished remember to click on Submit Response w did you receive information about this programme Attending another programme Seminar fcourse CL Learn Through the Training Liaison Officen Managen CU Learn Coordinator Schedule of events booklet ILCU Circulation Credit Union Website Other ad ad ad ad LI LJ CL ll Word of Mouth Additional comments feedback Submit Response Certificates Print a CPD Certificate User When you complete training that has CPD hours awarded for attendance CU Learn automatically emails vou a copy ofthe certificate The system also updates your account
36. l CPD Hours application form found on the CU Learn Login Page in the Latest News section Users must maintain their own records of any external CPD event available for audit at any time CU err amp Development 37 Add Pro Rata CPD hours to a CU CPD Record User CU Learn allows CU CPD Members to claim for a reduction in CPD hours for certified periods of leave such as maternity parental carer s leave or for periods of certified illness in excess of two months You should read the guidelines in Step 10 carefully before adding any hours From the CU Learn Homepage 1 On the left menu click Training Courses 2 Click the CUCPD catalogue that refers to your location e g CUCPD Members NI Jer e pa oe m s mere rh te ee a pe SY CU Learn Co drinn 3 Click My CPD Record Jea h ee Pee De y here P a D e 4 Gn CU Lea AN amp Development 38 Se Urr a emme fpe Training Course Frai a Corer MAK AT 5 gt gt CUCPO Menmers 4 gt gt My CUCPO Rectrd 24 749 97078 Eemal ET Pm tp Ajuti 2 17 EM Iw Ture FATAN Dita Doar aptam CU Learn Ea Aat t Oy arta Thee Hugi eet Mrs Aue Ape A w sur s A 7 1 JUME Wee ft thet he hee Abeer i e ol ie ae Ap of ws MO Ne ut them Pee Oe teem ers nate ie o 54 te on A we HDOCIOWN e hi Me M Aer Ap fa boe J e a Hga AO CECE MBE the Ou thee Pre Mate Aben 4 JANUARY The Ful Month Pro Rata Adjustment weicy
37. nversity First Name Middle Name Surname Student Other Name You must enter coordinator details on a user account Coordinators are regularly copied on participant emails You will not receive these emails if the CU Learn Coordinator e mail field is blank 6 The screen will update to the User Editor screen Update the following fields First Name amp Surname Password CU Learn Coordinator Name Yours CU Learn Coordinator e Mail Yours User e Mail Address 7 Finish the process by clicking the Save icon at the top of the screen CU Lon NY amp Development 9 Update existing User Account e g Reset a User Password The CU Learn Coordinator can edit and update user information by following the steps outlined below Quite commonly a user may forget their password Note the system has a forgot password facility that reguires the user to enter their username usually in the format firstname lastname and will email them a link to reset their password If a user cannot do this i e they may not have access to their email the CU Learn Coordinator can reset the password or otherwise edit user details as follows From the CU Learn Homepage 1 Click Manage a User Editor Click User Manager and Start the User Editor to create or change user profiles then User Editor eo Jayne Creat Union Click on the cons to navigate among organisation wats then cick on the orgamssabon n
38. o I record pro rate hours for See Add Pro Rata CPD hours to a CU CPD Record User maternity leave cU Leari NN amp Development 56
39. oming Courses and Events Last Call for Regional Training o O an 2 February Credit Union Governance Pathways Certificate Enrolment Galway city User Profile Enrolment for Pathways Certificate Spring 2013 2 February Compliance for Credit Unions Help Navan is now closed kala the 9 February Compliance for Credit Unions poate To register your interest for September 2013 Limerick age tick here 12 February Loans Assessment One ofthe central roles of the CU Learn Coordinator is to manage who has access to the system Whenever a user registers for CU Learn the CU Learn Coordinator will receive an email asking them to approve the registration They must then go into CU Learn and change that user s status from Pending to Active before the user can access CU Learn If there is an issue with the registration i e you don t know who they are then do not approve the registration and inform CU L amp D You must ensure that any user you approve is either a current volunteer or staff member of your credit union CU amp Development 5 3 To approve a user registration do the following VA CU Learn Credit Unior User Editor Orgasmi BD Jayne Credit Urkon Anna Chearnhberteam ANMA VAO a Test Coordinator TEST COOR 141 0 e Newore newene LISEMNTE NTT 7 E tH Fihan Smot LUSTRE Pietrvey Sperma SO TUPRITMEY w Mew Student MARYANN a ew Ghuden KUS ERI a New Shudent TES
40. on Award Carte ate SANS none CMLCURO CUCPD 2012 Course Cornpleton Award CH CU ROI CUCPD Course Completion Award CH_CU_RO 12 1 19 0 1 2012 none Course Corrgiletion Award JOAN Test 23 Oct 2012 none 23 0et 2012 none o g Y Fpa SECUNED idobe Render pi File Edit View Windme Hele Haren Bi 2 J ox lot Tools Sgn Comment Ye eredirunion ie rrtiheate of _Phtendance ILEU System Testing Attended the course CUCPO Combat Money Laundering OY E Learning 2012 CPD Awarded 2 Hours CPD Date of Attendance 25 J nusey 2015 Fi r Ea A es _ 5 A list of certificates is displayed Click the cog icon to left of the certificate and then click Print 6 The certificate is displayed in Adobe Reader and can be printed from here CU TDA amp Development CU CPD Members Apply for CU CPD Membership User Users can apply for membership of the ILCU s CU CPD scheme by filling out the application form CUL amp D will then process the application and send an email confirming enrolment Please allow 10 working days for applications to be processed Once a CU CPD application has been processed the user s rights will be changed and they will have full access to the CU CPD members area of the system including free e Learning CU CPD records and automated returns From the CU Learn Log In Page SY CU Learn Credit Un
41. one Go to My Credit Union My People Click the icon to the right of in my credit union is booked on the person s name Courses are listed on the My Courses tab for the user CUN amp Development How do see all training activity in Go to the Report Manager section to see a full list of reports my credit union available to coordinators See Review and Print Training Record Coordinator My training certificate will not Ensure that your computer is connected to a printer If the print problem persists click on print advanced and select print as an image What is the difference between CU CU Learn is a training administration system that manages all Learn and CU CPD training delivered by the ILCU CU Learn is free to use CU CPD is a scheme which credit union personnel may apply to join to manage their CPD CU CPD costs 100 80 per annum to join How do I know if am on the CU You will have access to the CU CPD member s area under Training CPD scheme Courses If you cannot see this area you have not been set up Contact CU L amp D How do I add non ILCU hours to my Once the course receives CPD accreditation from the ILCU the CPD record course is available on CU Learn for you to enrol See Add Non ILCU CPD hours to a CU CPD Record User How do check my CPD record CU CPD members can track their CPD hours by running the CPD reports on the CU Learn home page See View CU CPD Record User How d
42. orch Chto The search result a dkatyyed in the format Tit Season The emarch rasudi bet oly chepleye the feet 1 000 rome Chack hera bo mich between hormertu Vi verte ecreen leyoutz wt Search Tat operations Training Course Al Leaming Types All CERT Credit Unions Operstons 4 Cortrois Ennes Stat Oste Ape 2075 19 0 Location West Courty Hotel Enres CERT Credit Unions Operstons 4 Control Cork Cty Cente 1 Stat Date 10 Apr 2073 09 30 Location Rmer Lee Hotel Cork City CERT Credit Unions Operstons 4 Controls Letierkenny Stat Oste 10 Apr 2013 09 30 Locator Mount Emgai Hote Letterkenny CERT Credit Unions Operstons 4 Controls Dublin North Sesmon 2 Stat Date 10 Ape 2073 09 30 Location Cation Hotel Dubin Arport CERT Credit Unions Operstons 4 Controls Dubin Cty Cente Steet Date 17 Apr 2075 09 90 Location Jury s hin Custom House Dubin CERT Credit Unions Operstons 4 Controls Porttsorse Start Date 17 Apr 2015 09 30 Location Portisorse Heritage Mote Records Retrieved 54 CERT Orsdii Unions Operations amp Contos Dubin West Stat Data 3 Age 2073 0330 Location Moran Red Cow Hota 8 In the Search Text field enter the name of the course you are looking for e g operations 9 A list of courses is displayed in the Available Choices box 10 Double click the required course so that it appears in the Selections box below 11 Click OK GUS amp Development The orraimant wizara allows you to
43. ormed if a course is Yes you will be emailed should a course cancel for any reason You cancelled will only receive this notification if you have already enrolled on the course through CU Learn How do I book inhouse training Go to the Book Inhouse Training link on the CU Learn home page See Request In house Course for your Credit Union or Chapter Will be charged if withdraw form Cancellation policies depend on the type of training e g accredited a course programmes in house etc The withdrawal policy is clearly explained on the course enrolment page How do I view the training have All training is listed under the My Courses tab enrolled on Can there be more than one CU CU Learn has been designed to have one CU Learn Coordinator in Learn Coordinator each credit union This person can be changed if required Can I book multiple people onto a The CU Learn Coordinator you can book other users via the My course Credit Union option on the CU Learn Home Page See Book Someone Else on a Course Coordinator Suef Us user s booking user to withdraw from a course reports voi require a report not currently listed on the sem have set up a user but can t see Check that their status has been set to Active See Approve them under my credit union Registration Reguest Coordinator Check from User Manager that the user account is not set to Account Closed How do I see the courses some
44. port all external events will not be counted but will be viewable in the report CUNY amp Development 50 Review and Print Training Record Coordinator You can run a number of various financial activity compliance and management reports for your credit union using CU Learn Many ofthese reports will be available to you as guick links from the CU Learn Homepage or the CU Learn Coordinators Support Area The full list of reports is available from the Manage option To view these From the CU Learn Homepage Se Credit Union CU Learn Manage 1 non User Manager Create new users organisations depariments set permissions Click Manage and Report Report Manager Manager Run summary and in Gepih analysis reports on participant ac Usor Profine Maip Cartact Us Logout Se CU Learn Eact of the sepors heeg below are prewoumty crested by he Report Wires 2 Click the name of the report you want to run NOOLE My ACOUP Saurus CDD Wet 207 Da 401 200 Ww JON KOL zon LUNA JUU P MOR Meg MOK Hey 2011 l MOR Aeg 2019 WoL 11 om 20070 119 Bott rh 1402 3019 LL TS COORD OU Expendture by Socirg Date 2041 COORD Ov Ependiura by Sooter g Date 2011 Sarr COORD CU Erpenditure ty Booting Date 2072 COORD OU Expenditure Dy Rooting Date 2017 Serr COORD Credit Linen Acat 2011 COORD Condit Linon Actraty 2012 MOR Finger Quatic aiin Data Osiy MOR Rapater mi OPD Hours 2041 MCR t
45. r instance should you submit a 2013 application form your membership will commence for the year 2013 regardless of the time of year you submit CU Lon amp Development 33 Add Non ILCU CPD hours to a CU CPD Record User CU Learn allows CPD Members to add CPD hours from approved non ILCU courses You should read the External CUCPD Hours guidelines in Step 8 carefully before adding any external hours ILCU courses are automatically added to your CUCPD record From the CU Learn Homepage S CU Learn a From the Home Page click Credit Union _ i Training Courses Wetcome MECO Systm Terthnpo Training Course 2 Click the CUCPD Members 2013 folder User Profile Hatip Contact Us Logout GUCPD Members 2013 RO Inhouse Traning Cock On idivatual Counees tor more imioemalion or fo Sook a place H 1O tmps iww D ERC O netdimensons talent Sate ga E suggested Stes 8 Amaron os uk Orine S 5 eBay Daty Desi 2 MP Games Top Games c Get more Add ons 3 Click the My CUCPD folder S CU Learn Credit Union Wetconme ILC System Tering Training Course All Traning Courses gt gt CUCPD Members 2013 ROI User Profile Hatip Cunta Us Logat CUCPD E Leaming RO Cock on Mivadusi Coerees tor more mipemalign ON 10 Seok A place CU sr N amp Development 34 e O mips D BS OC nedimensons talent Suite x a E Suggested Stes Amaconcout OrineS 2 eBay Daly
46. r training programmes and ILCU events including chapter or ad hoc training as required Benefits of CU Learn to users The benefits of CU Learn to training participants include e A centralised learning environment e Personalised training reports e Allows online enrolment to courses seminars training programmes 24 7 e CU CPD scheme members area allowing members to track CPD requirements in real time take free e learning and access additional CPD information e Communication tool and news feature e Access to online classrooms for ACCUP and Pathways students CU kr amp Development 3 Benefits of CU Learn to the credit union The benefits of CU Learn to the credit union and training coordinator include Allows maximum control over training that occurs within the credit union Tracks training schedules and attendance for each officer Management of training requests Customised reports e g credit union spend on training upcoming bookings CPD records Access to training documentation for regulatory and legal purposes i e MCR register generator Improves compliance with regulatory training obligations through record keeping of regulatory training requirements Organisation of training at individual credit union and chapter level The next section of this user manual outlines step by step the key tasks on the CU Learn system CU amp Development 4 Register as a Learner User In order for Users to Register onto
47. straten Change Password English United Kingdom Language for the n lp Time Zone GMT Ere Greenmech Mean Coniac ta 1 The trme zone used to display dates and times relative ta Sone accounted for automatically tor those time zones that ma Logout far TAM VI 8 PTS A IR SAE et J Minimize Use OF No Typically new wank Pop ups if this option is set ihi 2 e GU Learn To update your email address Creat Unies and other personal details click User Administration 3 Pagu o Update the E mail field Treinieg Coame 0 User Preferences My Profile virnnestraion Change Tia Cortilicates TO s sist us In keeping contact Information up to date ease enter or warty Tra informaban Dei Organs Mons User Profile Pel p PART A COMMON INFORMATION First Name acu Surname SysiemTesing Organisation LCU Stati Trara Employment Country keised Contact Us i Logout PART B ADDRESS INFORMATION 3 E mail jquy credturron ie CU sr NY amp Development 14 Booking Courses Find and Book a Course User There are two options to locate and book training courses which can all be found under the Training Courses menu option e Browse the training catalogue e Search for all courses under the Find a Course tab The browse training catalogue option is shown in steps 1 2 below Once a course is located steps 3 6 below then show how to then book onto that course From the CU L
48. ti et im 604 ee tee mast tumm PO 6 Fe Se gt a sa gt a ks Pe esse ee wee I Ml oe S pae cee m ta se str EP 0 Or or Stes Se 0 5 os Laitinen Enrolment Lance Enrolment Successful Your enrolment was successfull Please exarrene your e mail messages for any pre class instructions Pro ete Aluniit of PO rers LUPE emis mg ee tow Ww 46 Geet her Gee oe ees PS ee bee ror et on eet et A eee Lad ff se Pee UE 86 jem CL pe ee 0295 mae sson 4 5 t dus 5 Ou Pya oer eh ey te ee gate ores 4 oe eye wee oe bei 9 ot eee se Femy SF on we AT KAA DSU E alia se et le Sa JA or ees 4 a iu tg fee e wy Pa ee ee ee ek ere ve tud elle Gate fe s a a SA and a re 10 Lane bop 8 Once you have enrolled click Confirm Enrolment 9 Click on Go to Course Sessions to assign the hours You will see a list of courses you are enrolled on click on the course title 10 Read the Pro Rata guidelines carefully click Mark as Completed and close the window The hours are now added to vour CUCPD record Please note there is no reduction for part time working or voluntary status or for uncertified periods of leave such as holidays or career breaks Those claiming pro rata reductions are reguired to maintain documentation i e credit union letters sick certificates etc to substantiate any claim for reductions in reguired CPD hours ILCU maintains the right to check any claim for CPD reduction
49. tion TNs in khm impacts on the cred onion 25 4 shuggies wih Geinquency or has to deal wih unroatistic apptcatons for ans Esty intereanton is critcal im ether case and can assist he member n identfying padca ways to imerove Mer fnancal stuation Cassroam Regional Teaming Engish One day workshops commence at 8 30am egistraton at 9 Sam and oondude at spm No i Frontine shal macagers rec contrat ees hoaa officers Retognise indcaters Hat show a member 18 n gabt Know how 0 Epoa a mene who 16 demonst ating Sud mndicalort and offer abatetance Lite 4 number ol practicn Wats te asset in Gathering inanca misemakan fom memoes Dake arango ol practcal menog anc liga for assisting Memoecs in deol Recopa Mom when and whee to rodar a meter to a skite amisa 65 0 E Assisting Memtets in Dest 141 3 Cl ick the name of the course you are interested in 4 The course information screen will display If there is more than one session upcoming for that course clicking the Session button will show the various venues and dates for that course CUL NY amp Development 16 Netflemennon Talent ate Mozila Firetor cs Vi A tl te tules je iy eretet wtr g i A KI A e H Sessioni Aasisting Nembors in Oest AON 2013 Galway Seats 10 i 5 ci m aes tiie Click Enrol Me to enrol onto 11404013 09 30 11494713 16 30 SST the course Payment Me Currency List 125 00 Price A a Note
50. us l as 20 0 OED MIO Crem Liim Ut ra tnan tasti Tel nA bed rge Bord teeme megumi Ute vith meral Peco peer Appkcalion Fonna This external training record has been added 4 3 Fill out all fields where applicable and Click Create e g shown an in house AML session 4 You will see confirmation of this new training record CUL 3 amp Development 47 Se CU Learn Credit Ueror Nicene Page wae My CO Apps atts f tre Tee w a eeru Mm ee aa ry fee To reopen a Coerse Mal has been memosed from you Or ne Ciscon CACK on the hie of Dee couse and THEN Ck on Reape Ourse ma Onme Gad Shoe Learreng teres her pari t2 rasta v E 5 Click Records Transcripts and you will see this event listed under External Training Records Esternat Traning tecores 29 14 2012 09 24 1017 Oopium WVoimhop Serene This facility is a means to keep your user records up to date with external events you may have attended This is not to be used by CU CPD Members asthese events have not been approved for CPD purposes Users must maintain their own records of training for all external courses CU rer amp Development 48 How to Print your Training Record Non CPD Members CU Learn allows users to print a record of training undertaken this includes ILCU events and also any external events added by the user Note If you are on the CUCPD sheme go to View CU CPD Record User From th
51. your credit union List of Creat Union Personnol on CU Loam Credit Union Tramung 2013 Credit Union Trasung 2012 Ant Money Laundenng Completed 2013 Ant Money Laundenng Completed 2012 CUCPD Mermbarts If you cannot find your answer via this area the help screens or in this user guide you can contact CU Learning amp Development at culearn creditunion ie For urgent enquires or system support call 00 353 1 614 6964 CU er NY amp Development 54 Frequently Asked Questions on CU Learn I did not receive an email Coordinator may not have approved your registration or no confirming my registration on the Coordinator has been set up See Approve Registration Request system Coordinator Check email address you provided is correct check junk mail or email filters on your email account Does not accept my logon details Ensure you have the correct logon details Forgotten my password Reset password using the reset option Your registration details will be reset See Update existing User Account e g Reset a User Password How much does CU Learn cost CU Learn is free for all affiliated credit unions to the ILCU Can I change my email address Yes you can go into the user editor on the CU Learn Home Page and change or update an email at any time See Update My Details User and Coordinator What is my user ID If you have a CU Learn account and are unsure of your user ID ask your CU Learn coordinator Will be inf
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