User Guide - CUSOURCE || support
Contents
1. QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System 4 03 1 Catalogue Structure and Organization Click Catalogue in the blue LMS menu navigation column and the first screen you see contains the following links on the right just above New Learning 1 View Scheduled Learning Activities This tool enables you to see which instructor led workshops are being offered in your province In the Scheduled Learning Activities screen you can see Online and or Instructor Led Courses by province Click on the gt gt to move to the next and subsequent months 2 List All Discussion Forums The All Discussion Forums screen lists all of the forums on CUSOURCE the number of messages posted and details of the most recent posting Everyone is welcome to participate in these forums CUSOURCE does plan to set up a discussion forum for directors so if you don t see one yet watch for an announcement 3 New Learning This section features the newest learning activities courses added to the Catalogue Note that the very first item is the Annual Subscription Fee for an Individual Employee or director As you paid your initial fee during the registration process you will use this function next year when you renew your subscription 4 Sub Sections All of the learning activities in the Catalogue are listed under various sections which are arranged alphabetically ADM Administration CUCBT CUIC CBT Training CUD Credit Union2. 5 In My Profile enter the appropriate information in the fields paying special attention to the fields that are Please refer back to Section 01 04 Step 10 for step by step instructions April 2004 Revised 02 13 CUSOURCE DIRECTOR S USER GUIDE Section 03 Knowledge Exchange 03 0 KNOWLEDGE EXCHANGE aka Knowledge Portal Knowledge Exchange KE is the informal knowledge area of CUSOURCE It is the office water cooler where users gather to acquire and share information informally through a variety of means on line communities of practice discussion boards through articles or by linking to websites and other sources of information What you see immediately on KE is directly aligned with the fact that you selected Board Director as your Job Category in your My Profile For that reason you should see the Corporate Governance heading and websites newsletters etc associated with that topic The Knowledge Exchange screen includes two menu navigation tools e the green horizontal bar and e the blue column on the left of the screen In the green horizontal bar click on My Profile whenever you need to change your password or external e mail address or update your address Click on LMS Learning Management System and you move to the formal learning side of CUSOURCE Click on Help if you need help performing a particular function Click Logout to leave the CUSOURCE site You will then need to use your CUSOURCE User ID a
3. FOR BOARD DIRECTORS Section 04 The Learning Management System notification in your CUSOURCE My InBox and at your external e mail address If enough people express interest there is a better chance that the workshop will be offered Scenario B Session dates have been established and you want to enroll In the Sessions section of this screen you will see information relating to the sessions when this workshop is being held Click on any of the linked headings for more information Session City Actions Click on the session you want 6 Enroll and Pay You will see the typical enrollment and payment options as presented earlier in this User Guide A Enroll by Credit Card OR B Request Approval Be sure to clarify payment and reimbursement policies and procedures with your credit union before you enroll A Click Enroll by Credit Card if your credit union is not a Corporate Subscriber or if itis but you want need to bypass Manager Approval from your credit union i You will be advised that you are entering a secured internet site Click OK to proceed with your payment ii In the Personal Information screen enter the required credit card and personal information When entering your credit card number do NOT put spaces between the groups of numbers Click Continue at the bottom of the Screen iii If all of the information in the Payment Summary screen is correct click Submit Payment If you missed providing any of
4. Management amp Succession Other topics Planning Level C Electives Workshops e Audit e Credit e Financial Management amp Analysis II Other topics July 2004 Revised 01 4 QUICK GUIDE FOR BOARD DIRECTORS Section 01 Welcome to CUSOURCE 01 0 WELCOME TO CUSOURCE Welcome to CUSOURCE Credit Union Knowledge Network the home of training education and knowledge sharing for Canadian credit union employees directors and members The CUSOURCE Knowledge Network is dynamic constantly changing that s the nature of information and knowledge We re in a hypercompetitive market one that demands that we have constant easy access to learning leading edge sources of information and insights It also requires that we be willing to ask questions of each other and share what we know Think of CUSOURCE as being divided into 2 primary areas 1 The Knowledge Exchange the area where individuals can link to various sources of information where they can exchange information through on line communities of practice and discussion groups or find tools and resources that can help them perform their work more effectively At CUSOURCE we often refer to the Knowledge Exchange as the site of informal knowledge 2 The Learning Management System or LMS The LMS is the formal learning side of CUSOURCE As such it houses the CUSOURCE Catalogue of learning activities courses position competencies learning plans and the automated registry sy
5. Section 02 0 July 2004 Revised 01 11 QUICK GUIDE FOR BOARD DIRECTORS Section 02 Logging In 02 0 LOGGING IN Follow these instructions if you have already registered on CUSOURCE and now wish to go in and use CUSOURCE If you Self Registered on CUSOURCE you will need your CUSOURCE User ID and password every time you want to login to CUSOURCE If you are planning to enroll in a CUDA Program module or other learning activity course you may need your credit card to pay the tuition fees This will depend on what payment arrangements you have with your credit union If your credit union registered you on CUSOURCE i e this is the first time you have ever logged into CUSOURCE yourself ask your credit union for the CUSOURCE User D and temporary password assigned to you during the registration process Ask the credit union to confirm the e mail address that was entered in your My Profile Keystrokes To Login to CUSOURCE 1 Go to the CUSOURCE home page www cusource ca We recommend that you either Bookmark this address or add it to your Favourites Better still put CUSOURCE on your desktop 2 Enter your User ID and temporary password in the designated boxes and click Log In The password is case sensitive so you must enter it exactly as it was given presented to you If you cannot remember your password click on the line that reads Forgot your User ID and or password Click here In the next screen enter the e
6. based courses e g CUIC courses It is through the Catalogue that you e Enroll in and pay for learning activities courses e Pay your annual Individual Subscription Fee As a credit union director and full subscriber to CUSOURCE you have access to all courses listed in the Catalogue Some won t be particularly relevant as they are designed for your credit union s employees Before enrolling in any course please talk with your credit union to clarify payment and or reimbursement policies Keystrokes To Access the Catalogue To access the Catalogue from the Knowledge Exchange click on Catalogue in the blue LMS menu navigation column on the left Or click on Catalogue whenever it appears as a menu option Enrolling and Paying for Courses Before enrolling in any of the courses in the Catalogue including CUDA Program courses it is important to discuss the enrollment and payment policies and procedures with your credit union Policies and procedures will vary from one credit union to another Some credit unions may prefer to enroll and pay for your CUDA Program courses other credit unions may prefer that you self enroll Please clarify these details before proceeding Even if the credit union wants to only enroll you in and pay for CUDA courses you could still enroll in other courses in the CUSOURCE Catalogue such as NETg and Harvard Business School courses and pay for them using your own credit card July 2004 Revised 04 19
7. list of the tutorials modules and workshops that relate not only to the CUDA Program but also to other director development opportunities 4 Click on the desired course title Example CUDA BRR S2 The Board s Roles and Responsibilities 5 The resulting screen Learning Activity Details for Board s Roles and Responsibilities shows a the course Title b course Code CUDA BRR S2 c number of Units This module counts for 1 unit towards completion of the CUDA Program the Type of learning activity i e in this case AICC SCORM Web based course the Price 95 the pay as you go price for the web based module a brief course Description Prerequisites none in this case Notes The notes indicate that enrolling in the course requires the approval of the credit unions CUSOURCE Manager unless you choose to pay by credit card JIa 7 7o a July 2004 Revised 04 23 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System You will also see a couple of enrollment and payment options that will vary depending on whether or not your credit union is a Corporate Subscriber Option 5 1 Enroll by Credit Card This option is the only means of payment if your credit union is not a CUSOURCE Corporate Subscriber If your credit union is a CUSOURCE Corporate Subscriber then you can choose this payment option if you want to bypass Manager Approval In both instances it is important that you have clarifie
8. mail address indicated in your My Profile Click Reset Password Within minutes CUSOURCE will send a new temporary password to the e mail address you just specified Once you have logged into CUSOURCE go to My Profile and personalize your e mail address To do this see Step 5 below 3 The Knowledge Exchange KE is the first screen that appears This screen offers informal learning opportunities There are 3 distinct sections on this screen e The Knowledge Exchange What you see on this page is directly linked to the Job Category selected in My Profile i e Board Director April 2004 Revised 02 12 QUICK GUIDE FOR BOARD DIRECTORS Section 02 Logging In e The green horizontal navigation bar running across the screen includes a number of titles that allow you to access or do various things For more information about the Knowledge Exchange see Section 03 0 e The blue and green information and navigation bar down the left side of the Knowledge Exchange screen Knowledge Search Personal Development My Inbox etc If you Self Registered on CUSOURCE you do not need to complete the following steps unless there is something you wish to change on your My Profile If this is the case refer back to Section 01 04 Step 10 If your credit union registered you on CUSOURCE then change your temporary password and verify the information in your My Profile To do this 4 Click on My Profile in the green horizontal navigation bar
9. simulation and workshop 2 go to page 4 73 OR July 2004 Revised 04 33 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System B Request Manager Approval Click on this option if your credit union IS a CUSOURCE Corporate Subscriber and is paying the course fee on your behalf For detailed instructions on this enrollment and payment option follow the same sequence as that described for CUDA Level A Bundle 1 After enrolling in the entire Blended Activity you need to enroll in the individual activities i e the Simulation and Workshop 2 To enroll in Workshop 2 see the Keystrokes To Enroll in CUDA Workshops Instructor Led Courses Keystrokes To Enroll in the CUDA Simulation Having enrolled in the entire blended activity you should see both the Simulation and Workshop 2 in your My Learning Plan The simulation of the Progressive Credit Union is on CD ROM and will be sent to you at your credit union s main branch from CUSOURCE s central office in Toronto Please allow 2 weeks for receipt Note It is important to work through the Simulation before attending Workshop 2 1 In My Learning Plan click on Simulation 2 Inthe Learning Activity Details screen you will see a description of the Simulation Note that it is described as a correspondence course In this case this means that you need to order the material and it will be sent to you 3 Click on Enroll 4 You will receive confirm
10. this credit to other courses in the CUSOURCE Catalogue CUDA or otherwise If you want to have a credit applied to your credit card e mail help cusource ca Enter REIMBURSE CUDA COURSE in the subject line Be sure include the date of your credit card payment and whether you paid by VISA or MasterCard Please allow 5 business days for your refund Repeat these instructions to enroll in and launch other web tutorials Step 5 Option 2 Request Approval This option is available only to those directors whose credit union is a CUSOURCE Corporate Subscriber You will not be asked for payment your credit union will take care of that 5 2A Click Request Approval if you need the CUSOURCE Manager at your credit union to approve your enrollment in the course 5 2B You then see a Thank You screen advising that your request has been e mailed to the credit union s CUSOURCE Manager This is the person who appears in your My Profile as your Manager 5 2C Click on My Learning Plan in the blue LMS menu navigation column and you ll see that the Status of your course is Pending Approval 5 2D Once approved you will receive notification in your CUSOURCE My InBox on the Knowledge Exchange and in the external e mail address you specified in your My Profile July 2004 Revised 04 26 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System 5 2E Click on My Learning Plan in the blue LMS menu navigation col
11. Directors CUDES CUIC Designations FNM Financial Management Click on the CUD Credit Union Directors Sub Section for a complete listing of courses directly related to credit union directors You will see the titles of the 7 web tutorials that comprise Level A of the CUDA Program You also see other workshops that are either part of the CUDA Program or related to corporate governance e g Corporate Governance Click on any course title for more information about it To the left of each title you will see the course code Note the 7 web tutorials are listed alphabetically However the ideal sequence for completing these modules is reflected in the last digit of the course code July 2004 Revised 04 20 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System Idea Sequence CUDA OCUS S1 Overview of the Credit Union System CUDA BRR S2 The Board s Roles and Responsibilities CUDA DRR S3 A Director s Roles and Responsibilities CUDA LB S4 Legal Basics CUDA FS S5 Financial Statements CUDA ALM S6 Asset Liability Management CUDA MCUP S7 Monitoring Credit Union Performance To the right of each title you will notice that each course is described as an AICC SCORM web based course Instructor led correspondence etc Some of the terms you will be familiar with others you may not be See the next section for a brief explanation 4 03 2 Descriptions Terminology All of the courses in the Catalogue are described as
12. E 6 In the next screen click the down arrow to see an alphabetical listing of the credit unions in your province Highlight your credit union then click Submit at the bottom of the screen If you do not see your credit union listed either e mail help cusource ca or call the CUSOURCE Technical Help line 1 888 367 1386 If your credit union IS a Corporate Subscriber you will see a message that asks Is your credit union paying for this subscription Click on the appropriate answer then proceed to Step 8 below If your credit union is NOT a Corporate Subscriber you will be asked to validate your credit union s e mail address In the empty field enter the address e g info mycreditunion ca The most important part of your entry is what follows the sign Then click Continue Note If your credit union does not have an e mail address click on Help You will see an e mail template that allows you to send a message to CUSOURCE You will need to stop the self registration process until you receive that help If you need to end this process you may do so When you are ready to proceed again start with Step 1 and follow the same procedures as outlined to this point In the next screen enter your first and last names in the appropriate fields Click Submit If your credit union is NOT a Corporate Subscriber you will be advised that you will need a credit card to complete the self registration process Click Co
13. K S4P 3G8 Ontario 300 The East Mall Phone 1 416 232 3474 Suite 500 Fax 416 232 1495 Toronto ON M9B 6B7 Atlantic Canada 6074 Lady Hammond Road Phone 1 902 493 3987 PO Box 9200 Fax 902 493 3974 Halifax NS B3K 4N5 July 2004 Revised 01 6 QUICK GUIDE FOR BOARD DIRECTORS Section 01 Welcome to CUSOURCE 01 02 BEFORE REGISTERING ON CUSOURCE We strongly recommend that you talk with your credit union before you register on CUSOURCE It is important to know 1 If your credit union IS a CUSOURCE Corporate Subscriber If your credit union is a Corporate Subscriber ask a Is the credit union going to register you on CUSOURCE If it will then the credit union will ask you for the following basic information which they will enter in your CUSOURCE Profile e your preferred e mail address for receiving CUSOURCE notifications e address e phone number etc information which the credit union likely already has Once you are registered on CUSOURCE you can change the information in these fields if and when you need to b If the credit union would prefer that you Self Register on CUSOURCE yourself In this case you need to ask the credit union for e its unique C U Identification Number Registration Code You will need this during the registration process e how you are to pay the 40 Individual Subscription fee e g using the credit union s corporate credit card using your own credit card and aski
14. Learning Management System You will be advised that you are leaving a secure internet site Click Yes If there is any problem with payment you will be advised in the next screen Follow the instructions to click the Back button in your internet browser so that you can review your Personal Information and re Submit Payment 5 When your payment goes through a Thank You screen appears confirming your successful enrollment You will also receive Successful Enrollment notification in your CUSOURCE My InBox on the Knowledge Exchange Portal and at the external e mail address you specified in your My Profile Please watch for them Now that you have enrolled in the CUDA Level A Bundle 1 activity you need to enroll in the individual courses activities that comprise it Keystrokes Bundle 1 To Enroll in and Launch the Web Tutorials in CUDA Level A Note These web tutorials perform most effectively on a high speed internet connection 1 Click on My Learning Plan in the blue LMS menu navigation column or on Go to My Learning Plan page at the bottom of the Thank you screen referred to above Note that all of the courses that comprise this bundled learning activity are listed by title and that your Status for each of them is Enrolled or Approved 2 Locate the web course in which you want to enroll e g Overview of the Credit Union System 3 Under Action you can choose to Launch the web based tutorial or Unenroll To launch a
15. MANAGEMENT SYSTEM LMS eene 17 Keystrokes To Access the CUSOURCE LMS ssssssssseeee enm eene nens 17 04 01 THE BLUE LMS MENU AND NAVIGATION COLUMN seesee meme 17 04 02 IMY LEARNING PLAN itti reete EH tree ARE PE DIE ere IE eed 18 0403 CATALOGUE Rs ron cte Na iati ede idet deed dem e e cci 19 Keystrokes To Access the Catalogue sssssssseseseeeeee nennen memes 19 4 03 3 Enrolling in the CUDA Program Level A eee 22 Keystrokes To Enroll in the Web Based CUDA Modules Level A on a Pay As You Go Basis sess menn 23 4 03 4 To Enroll In the CUDA Program Level A Bundle 1 se 28 Keystrokes To Self Enroll in CUDA Workshop 1 as part of a CUDA Bundle 32 4 03 5 Keystrokes To Self Enroll in the CUDA Simulation and Workshop 2 GUDA LEVELA SW trc eo eonim d e 33 Keystrokes To Enroll in the CUDA Simulation ssssee 34 4 03 6 Keystrokes To Enroll in Instructor led Workshops for CUDA Levels B amp C 35 04 04 SEARCH tdeo n oi ener bsec bete ueteres dete 38 04 05 MY PROEILE theo erobert Pere EE de tbe i de en dar c fe eder 39 04 06 JREPORTS the o n nba seite teo dy 39 04 07 JISNOWEPEDGE POR TAL 7 Ib RR ER ITUR Dieu eaim d 40 04 08 EOGOLINT i 1t dette ipo tiec magn cee intueductattaacs Dit ate IUD ten in Gelb I aS 40 July 2004 Revised 01 2 QUICK GUIDE FOR BOARD DIRECTORS Se
16. My Learning Plan under Personal Development in the Knowledge Exchange screen OR e by clicking on My Learning Plan in the blue LMS menu navigation column 2 In My Learning Plan click on Enroll beside CUDA Workshop 1 3 In the Learning Activity Details screen you ll see a description of the Workshop You see the date time place and number of seats available for a particular session For more details click on the session itself Enroll in the session in which you are interested As you have already paid for Workshop 1 as part of Bundle 1 there is no further fee attached 4 If there are no sessions planned then you will see an option to Express Interest It is important that you do that With sufficient interest your Regional CUSOURCE office could organize a workshop If you don t Express Interest then it could be a long time before a workshop is available 5 When you have enrolled in the Workshop you will receive e mail notification in both your CUSOURCE My InBox and the external e mail address specified in your My Profile If you purchased CUDA Bundle 2 CUDA LEVELA B2 follow these same instructions to Enroll in CUDA Workshop 2 July 2004 Revised 04 32 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System 4 03 5 Keystrokes To Self Enroll in the CUDA Simulation and Workshop 2 CUDA LEVELA SW To complete Level A of the CUDA Program we recommend that you e Complete the 7 web tutorials ment
17. QUICK GUIDE FOR BOARD DIRECTORS Section 01 Welcome to CUSOURCE Credit Union Knowledge Network cuc Source Quick Guide to CUSOURCE for Board Directors July 2004 Revised 01 1 QUICK GUIDE FOR BOARD DIRECTORS Section 01 Welcome to CUSOURCE CONTENTS OVERVIEW OF THE CUDA PROGRAM nennen nennen nennen intr inii nnns inii nnns i nan nnns inset nni n nn nnn nnns 3 01 0 WELCOME TO CUSOURTCE eeeeeeeeeeeseeeenne erinnern inner inse nnnh inii nna inan tn nni n intra nante iain nnne 5 01 01 CUSOURGE OFFICES deter teeth eed ere te ed cad ei xa ie widen 6 01 02 BEFORE REGISTERING ON CUSOURCE seen ennemi ener nenne 7 01 03 SELF REGISTERING ON CUSOURCE sssssseeeeeeeeenen nennen en enne nenne nnns 8 Keystrokes To Self Register on CUSOURCE see eene 8 02 0 LOGGING IN onion fe tUe Led dede t edid edipi iad aon ate 12 03 0 KNOWLEDGE EXCHANGE aka Knowledge Portal eene 14 03 01 STUDENT TOUR teet ipee e Ede o e Leere e ed e nie Led ita e e ed e Led 14 03 03 THE BLUE INFORMATION NAVIGATION COLUMN seem eem ener 15 3 03 1 Knowledge Search eee eed RE qn e Rte de e Bede deed 15 3 03 2 Personal Development 1 inre M n e ete dte tre der eae aaia 15 3 03 3 My INBOX nade cdots en edd ect ec DER Eie E RU eer e te dee de 16 3 03 5 WhiatS Popular i25 Ute dne eee ea eee e BE ve Qi Ne uia eae 16 04 0 CUSOURCE LEARNING
18. ation that you are successfully enrolled via e mail to your CUSOURCE My InBox and at the external e mail address you specified in your My Profile An e mail message is sent simultaneously to CUSOURCE s Toronto office indicating that you have ordered the simulation It will be sent to the main branch of your credit union Upon receipt please follow the installation instructions carefully You can register for Workshop 2 at any time but please complete the simulation before attending the Workshop To Self Enroll in Workshop 2 as included in Bundle 2 or in CUDA LEVELA Simulation and Workshop SW follow the same instructions as per CUDA Workshop 1 described earlier in this Guide July 2004 Revised 04 34 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System 4 03 6 Keystrokes To Enroll in Instructor led Workshops for CUDA Levels B amp C Follow these instructions if you want to enroll in CUDA Level B and C workshops modules Workshops are arranged by your CUSOURCE Regional office If you have questions comments or suggestions for workshops please contact your regional CUSOURCE representatives To explain how to enroll in an instructor led course ILC we ll use CUO0 GVN ILTON Corporate Governance Workshop an elective in the Program as an example 1 Login to CUSOURCE www cusource ca using your User ID and Password When you have entered them either click Login or the enter key on your keyboard If you
19. being one of the following e AICC SCORM Web Based Course These denote a web based course that meets certain international standards in terms of technology e Instructor Led a facilitated classroom workshop e NETg Course A web based course developed by NETg NET G H e Blended Activity This denotes that there are various types of courses that comprise this whole learning activity e g web based course plus an instructor led workshop For example click on CUDA LEVELA B1 Credit Union Director Achievement CUDA Bundle 1 Blended Activity In the Learning Activity Details screen for this Blended Activity you will see two types of activities that you need to complete web based courses and an instructor led workshop July 2004 Revised 04 21 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System 4 03 3 Enrolling in the CUDA Program Level A Level A of the CUDA Program consists of e 7 web based tutorials followed by one half day workshop Workshop 1 e the computer based business simulation of the Progressive Credit Union on CD and a second half day workshop Workshop 2 You have two options for enrolling in and paying for the various components of Level A 1 Pay as you go Enroll in and pay for each component on a pay as you go basis or 2 Package or bundle Enroll in a bundle of courses and pay a bundled price Bundle 1 7 web tutorials and Workshop 1 Bundle 2 7 web tu
20. ction 01 Welcome to CUSOURCE OVERVIEW OF THE CUDA PROGRAM The Credit Union Director Achievement CUDA Program was developed by the Credit Union Institute of Canada CUIC in collaboration with a national CUDA Advisory Committee to address specific needs of credit union directors The intent of the Program is to strengthen governance practices so that through them credit unions can enhance their competitive position in the financial services marketplace The Program is designed as an integrated three level training and education program comprised of web or on line tutorials a computer based business simulation and a number of facilitated workshops To become a CUDA Graduate a director must complete all of Level A Level B and 3 electives from Level C LevelA Director Orientation Bronze Computer based tutorials Overview of the Credit Union System The Board s Roles and Responsibilities A Director s Roles and Responsibilities Legal Basics Financial Statements Asset Liability Management Monitoring Credit Union Performance NOaARON gt CBT Workshop 1 half day Business simulation of the Progressive Credit Union available on CD ROM e CBT Workshop 2 half day Level B Workshops Silver Leadership Strategic Planning and the Balanced Scorecard Board Development and Performance Evaluation Management Recruitment Performance Management amp Succession Planning Level C Electives Workshops Gold Complete a minimum
21. d your credit union s reimbursement policies and procedures Detailed instructions begin on page 4 52 Option 5 2 Request Approval This option is available only to those directors whose credit union is a CUSOURCE Corporate Subscriber Click here if your credit union needs to approve your enrollment in and payment for the course Detailed instructions begin on page 4 58 Option 5 3 Add to My Learning Plan Click here if you want to add this course to your Learning Plan and enroll another time Detailed instructions begin on page 4 58 If you want to leave this section all together click Catalogue in the blue LMS menu to return to the Catalogue or click on the Back button in your internet browser to move back through the various screens Step 5 Option 1 Enroll by Credit Card 5 1A Click Enroll by Credit Card If you want to proceed click OK in the screen that advises that you are entering a secure internet site 5 1B In the Personal Information screen enter your credit card and other personal information Do not leave any spaces in your credit card number When you have finished click Continue at the bottom of the screen 5 1C f all of the information in the Payment Summary screen is correct click Submit Payment If you missed providing any of the required information you will be prompted in the Payment Summary screen to return to this Personal screen to add correct the information You will be advised that you are leaving a sec
22. e material in the order in which the lessons are listed starting with Purpose of the Module e The first time you enter a lesson you will see a screen that enables you to Start at the beginning of the lesson or Skip the Lesson if you scored well on the pre test questions related to it If you skip the lesson you return to the screen that lists the contents for the tutorial If you started a lesson but couldn t complete it at one sitting the next time you launch the lesson you select Return to previous position You will then be able to continue where you left off e Note how the status of the lesson changes from Not attempted to incomplete to complete When you score 80 in the Post test you will have completed the module a fact that will be reflected in My Learning Plan July 2004 Revised 04 25 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System 5 1E b If you have enrolled in a tutorial but you do not want to Launch it right away click Go to My Learning Plan page Note your Status in the course is Enrolled and that you have a choice of Actions to Launch the web based course or to Unenroll If you need to Unenroll you must do so before you launch the tutorial Click Unenroll in My Learning Plan If you paid for the tutorial via credit card you will see a credit in your CUSOURCE Account in the blue LMS navigation column click on Reports then Account Transactions You can apply
23. e the blue LMS menu navigation column 04 001 THE BLUE LMS MENU AND NAVIGATION COLUMN This section provides a brief introduction to each of the tools or functions in the LMS menu We will review each item in the LMS menu in the order in which they appear starting at the top with My Learning Plan My Learning Plan Click on this link and you will see your own learning plan Every learning activity in which you enroll is recorded here along with your status in that activity i e enrolled in progress primarily e learning courses completed or incomplete This area also gives access to Certifications Competencies and Transcripts Catalogue Includes a complete list of all CUSOURCE formal learning activities i e courses and the automated registry functions Position competencies and their related learning activities tie directly to the Learning Plan Search This function enables users to search by course code course name etc Knowledge Portal Click here to return to Knowledge Exchange My Profile Click here to go to your My Profile where you can change update personal information July 2004 Revised 04 17 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System Reports Will provide you with information about upcoming CUDA workshop sessions for example Logout Click here to leave CUSOURCE 04 02 MY LEARNING PLAN Keystrokes To Access Your My Learning Plan e From the Knowledge Exchan
24. ge click on My Learning Plan under Personal Development in the blue column on the left Or e Click on My Learning Plan whenever it appears in the blue LMS menu navigation column Purpose and Functions The functions associated with My Learning Plan enable you to develop a specific plan that addresses competencies required for your role as a director From this area you can access 1 a Summary of your learning plan This includes activities that are In Progress as well as those that are Planned but not yet actioned 2 My Plan Details Click here to see the Learning Activities included in your plan described by Code Title Status and Actions available to you 3 any Certifications Designations Applicable to the credit union s employees 4 position Competencies so that you can perform a competency gap analysis 5 a Transcript that lists completed learning activities To print click on File in the Browser menu at the top left of the screen Select Print July 2004 Revised 04 18 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System 04 03 CATALOGUE The Catalogue is comprised of learning activities or courses which include e Web based or e learning courses modules e g the 7 modules that comprise Level A of the CUDA Program as well as courses offered by NETg and Harvard Business School e Instructor led workshops e g those that comprise Levels B and C of the CUDA Program e Paper
25. h for a Learning Activity course 1 Click on Search in the blue LMS navigation column 2 In the Search screen you may search the Catalogue by using any of the following fields i Code Using the drop down menu select Contains unless you are absolutely certain of the course code e g ii Title Unless you are absolutely certain of the title select Contains and insert a word board for example iii Type Refers to type of learning activity Select from the dropdown menu iv Description 3 Click Search at the bottom of the screen OR 4 Click More Options to conduct a more Advanced Search From the results of your search you can choose the appropriate learning activity July 2004 Revised 04 38 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System 04 05 MY PROFILE This link will take you directly to your My Profile where you store personal information This screen was discussed in detail as part of Ren the CUSOURCE Registration process at the beginning of this User Ra Guide gt My Profile gt My Learning Plan gt Catalogue gt Reports gt Knowledge Portal gt Logout 04 06 REPORTS Student Reports gt My Learning Plan 9 Catalogue As a CUSOURCE student you have access to the following gt Search reports gt My Profile gt Reports A Class Schedule gt Knowledge Portal B Account Transactions gt Logout A Class Schedule This report shows w
26. hat classroom courses are being offered and whether there is space remaining in them To enroll in a course that has seats remaining you can use the Search function to locate the course in the Catalogue then go through the enrollment process July 2004 Revised 04 39 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System B Account Transactions Use this report to see your own account history Keystrokes To See Account Transactions 1 In the Reports Menu click on Account Transactions 2 In the drop down box in the Account Transaction Report screen click on CAD for Canadian currency Click See Report 3 The next screen displays your transaction history 04 07 KNOWLEDGE PORTAL Click on this navigation link and you will return to the Knowledge gt My Learning Plan Exchange We refer to Knowledge Exchange as a portal because it EUG is the main point of entry to many other web sites Knowledge Beary Exchange was explored in some detail in Section 03 0 gt My Profile gt Reports gt Knowledge Portal gt Logout 04 08 LOGOUT Click on this navigation link to end your session on CUSOURCE To return to CUSOURCE you need to go through the login process Please contact CUSOURCE at help cusource ca if there are instructions in this guide that do not seem to work or if there are topics that are not included Your suggestions are appreciated A more detailed User Guide for Board Directors i
27. have forgotten your password go to the line that reads Forgot your User ID password Click here Click on click here In this situation CUSOURCE will provide a temporary password which you should change immediately in your My Profile 2 In the Knowledge Exchange screen click Catalogue in the blue column on the left 3 In the Catalogue click on the CUD Credit Union Directors sub section 4 Look for CU00 GVN ILTON Corporate Governance Workshop Note to the right of the title that the course is described as an Instructor Led Course 5 The Learning Activities Details screen on the Corporate Governance Workshop displays details about the workshop Note The Notes field identifies whether or not enrollment requires Manager Approval This notation applies to directors whose credit union IS a CUSOURCE Corporate Subscriber If you do not want to go through the Manager Approval process you need to pay for the course with a credit card If your credit union is NOT a CUSOURCE Corporate Subscriber then you need to pay for the course by credit card Please check with your credit union to clarify enrollment and payment procedures before enrolling Scenario A No dates sessions have been set If no dates have been set for this workshop you can Express Interest Click on the link to indicate to workshop planners that you are interested in this workshop When a date is set you will receive e mail July 2004 Revised 04 35 QUICK GUIDE
28. ioned earlier in this User Guide and attend Workshop 1 e Complete the Simulation of the Progressive Credit Union and attend Workshop 2 For instructions on enrolling in Workshops 1 and 2 as well as other Instructor led courses see Section 4 03 7 Keystrokes To Enroll in Workshops Instructor Led Courses 1 Go to the CUSOURCE home page at www cusource ca 2 Using your User Name and Password login to CUSOURCE 3 In the Knowledge Exchange screen click Catalogue under Personal Development in the blue navigation information column 4 In the Catalogue click on the CUD Credit Union Directors sub section 5 The Learning Activity Details screen shows that this blended activity includes the Simulation of the Progressive Credit Union and Workshop 2 6 Enroll Before enrolling in a course workshop clarify payment and reimbursement policies and procedures with your credit union Enrolling in a blended activity is a two step process Step 1 Enroll in and pay for the blended activity itself Step 2 As you are ready enroll in the individual learning activities that comprise the blended activity To complete Step 1 that is to enroll in and pay for the entire blended activity click on either A Enroll by Credit Card if your credit union is NOT a CUSOURCE Corporate Subscriber or if it is and you want to bypass Manager Approval For detailed instructions refer back to page 4 51 Then to complete Step 2 enrolling in the
29. lease contact help cusource ca Phone Number Enter your day time phone number including area code Click Register at the bottom of the screen If your credit union IS a Corporate Subscriber proceed to Step 15 as your credit union is automatically paying your 40 annual subscription fee If your credit union is NOT a Corporate Subscriber then proceed with paying for your subscription See Step 13 To pay your 40 12 month Individual Subscription fee enter your credit card information in the Fee screen When entering your credit card number do NOT enter spaces between the groups of numbers Click Continue at the bottom of the screen In the next screen review your payment details If they are correct click Submit Payment You are then given your CUSOURCE User ID Login ID in essence your CUSOURCE account number Record the number then click OK You will need your User Login ID and your Password whenever you want to login to CUSOURCE Please record them carefully The Password is case sensitive so if it is all in UPPER CASE you must enter it in UPPER CASE Congratulations you are now registered on CUSOURCE The next screen is the Knowledge Exchange To explore this area of CUSOURCE proceed to the Section 2 Knowledge Exchange of this User Guide If you want to logout now click on Logout at the right end of the green horizontal men navigation bar When you are ready to login to CUSOURCE again follow the instructions in
30. n is divided into four areas that are described briefly below 3 03 1 Knowledge Search Enter a key word to search for articles links research etc that reside in Knowledge Exchange f you cannot find what you are looking for please contact CUSOURCE at help cusource ca 3 03 2 Personal Development Clicking on either of the two sub headings Learning Plan or Catalogue will take you to the formal learning side of the CUSOURCE Knowledge Network This formal knowledge area is the heart of the CUSOURCE Learning Management System or LMS e Catalogue a listing of all of the courses offered through CUSOURCE e learning CUIC paper based and instructor led classroom courses e My Learning Plan On CUSOURCE you can build and track your progress through the CUDA Program or other courses that you may want to take From My Learning Plan you can link directly to courses and track your status in them enrolled in progress complete e Discussion Groups Click here to see all of the CUSOURCE discussion forums To participate in a forum just click on the title s that interests you April 2004 Revised 02 15 CUSOURCE DIRECTOR S USER GUIDE Section 03 Knowledge Exchange 3 03 3 My InBox CUSOURCE generated e mails go to two places your CUSOURCE My In Box and the external e mail address you specified in My Profile The e mails that appear in your CUSOURCE Ny InBox are directly related to the Job Categories you selected in your M
31. nd password to log back in We strongly recommend that you become familiar with CUSOURCE by taking the Student Tour 03 001 STUDENT TOUR Yes you are a credit union director but to CUSOURCE you are still a student To begin your tour of CUSOURCE from a student s perspective click on START HERE under CUSOURCE Resources Under Start Here review the FREE course entitled The Student e learning training course Click on the title of the course and you will see a brief description of it Then as per the instructions click on Course In the next screen click Enroll To view the course at another time click on Close in the upper right corner to close this window and repeat the steps later or click Add to My Learning Plan You can then enroll and launch the course from your My Learning Plan whenever you are ready April 2004 Revised 02 14 CUSOURCE DIRECTOR S USER GUIDE Section 03 Knowledge Exchange After you have completed the course we encourage you to take time to explore the Knowledge Exchange t is your gateway or portal to dynamic knowledge and information Start with the websites etc under the Corporate Governance heading Then see what else is available under the other headings We will now look briefly at the blue navigation and information column on the Knowledge Exchange 03 03 THE BLUE INFORMATION NAVIGATION COLUMN The blue information and navigation column on the left of the Knowledge Exchange scree
32. ng the credit union for reimbursement This fee gives you full access to CUSOURCE for 12 months from your initial registration date 2 If your credit union is NOT a Corporate Subscriber then you need to Self Register on CUSOURCE and pay the 40 annual subscription fee with a credit card personal or corporate This fee gives you full access to CUSOURCE for 12 months from your initial registration date You will also need to use a credit card when you enroll in CUDA Program online tutorials or workshops and any other course For this reason it is very important that you discuss things like your credit union s director training budget and reimbursement policies and procedures with your credit union s CEO GM For step by step instructions on how to Self Register see the section entitled Self Registering on CUSOURCE July 2004 Revised 01 7 QUICK GUIDE FOR BOARD DIRECTORS Section 01 Welcome to CUSOURCE 01 03 SELF REGISTERING ON CUSOURCE Before you start this process have you confirmed with your credit union that you are supposed to self register on CUSOURCE If so start with step one below under Keystrokes If your credit union IS a CUSOURCE Corporate Subscriber you will need e the credit union s C U Identification number Registration Code e how you are to pay the 40 Individual Subscription fee e the name of the individual at the credit union who will be your CUSOURCE Manager i e the individual who will appro
33. ntinue 10 What you see next is the Profile screen Complete as many fields of information as you can paying particular attention to the required ones e E mail address CUSOURCE will send e mail notifications to the address you enter in this field e g work home as well as to My InBox in the blue column on the left of the Knowledge Exchange screen You can change this field when you want or need to e Password and Verify Password Enter your choice of password We recommend a minimum of 6 characters any alpha and or numeric combination The password is case sensitive and is something you can change as often as you wish Please record your password July 2004 Revised 01 9 QUICK GUIDE FOR BOARD DIRECTORS Section 01 Welcome to CUSOURCE Note you can change your password as often as required If you change it or information in any other field in My Profile be sure to click on Save at the bottom of the screen e Job Categories Select board director as your job category This choice will tailor what you see in the Knowledge Exchange screen e Manager If your credit union is NOT a Corporate Subscriber ignore this field If your credit union IS a Corporate Subscriber click Select Manager The CUSOURCE Manager is the person who approves your enrollment your courses In the Select Manager screen you can either enter the name of your CUSOURCE Manager provided by your credit union and click Search or
34. of 3 electives National e Audit e Credit e Financial Management amp Analysis Il e And more Plus various provincial electives July 2004 Revised 01 3 QUICK GUIDE FOR BOARD DIRECTORS Section 01 Welcome to CUSOURCE Comparison of the Current CUDA Program to the Original Program Current CUDA Program The original CUDA Program 1988 2000 consisted of a series of Mix of computer based learning and workshops workshops Level A On line Tutorials amp Workshops An Overview of the Credit Union System Board Roles amp Responsibilities Module 1 Credit Unions in Perspective A Director s Roles amp Responsibilities Module 2 Roles and Responsibilities Legal Basics Module 3 Legal and Legislative Financial Statements Module 4 Financial Management Asset Liability Management Module 5 Leadership Monitoring Your Credit Union Module 6 Strategic Planning Module 7 Risk Management CBT Workshop 1 after completing the 7 Module 8 Board Performance amp tutorials Evaluation Business Simulation or Case Studies Module 9 Management Recruitment and CBT Workshop 2 after the simulation Performance Evaluation Topics covered in the On line tutorials in Level B Workshops Level A of the current Program Leadership Strategic Planning amp the Balanced Electives Scorecard Audit Board Performance amp Evaluation e Credit Management Recruitment e Financial Management amp Analysis II Performance
35. porate Subscriber or if it is and you want to bypass Manager Approval Here are detailed instructions based on the appropriate payment option for you A Request Manager Approval 1 When you select this option an e mail goes to the CUSOURCE Manager at your credit union requesting approval for you to enroll You will receive an e mail from that individual granting approval The e mail will appear in your CUSOURCE My InBox and at the external e mail address you specified in your My Profile 2 When you receive the approval click on My Learning Plan in the blue navigation column so that you can enroll in the individual components of this blended activity Please proceed to Keystrokes To Enroll in and Launch the Web Tutorials etc B Enroll by Credit Card 1 Click Enroll by Credit Card 2 You will be advised that you are entering a secured internet site Click OK to proceed with your payment 3 In the Personal Information screen enter the required credit card and personal information When entering your credit card number do NOT put spaces between the groups of numbers Click Continue at the bottom of the screen 4 lf all of the information in the Payment Summary screen is correct click Submit Payment If you missed providing any of the required information you will be prompted to return to this Personal screen to add correct the information July 2004 Revised 04 29 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The
36. redit unions CUSOURCE Manager The notification will appear in your CUSOURCE My InBox on the Knowledge Exchange and at the external e mail address you specified in your My Profile iii Now approved the Status of your course workshop in your My Learning Plan changes to Approved Enroll by clicking on the course title in My Learning Plan You can also choose to Remove the course iv Click Enroll in the Learning Activities Details screen for the Corporate Governance workshop 7 Your Successful enrollment will be confirmed by e mail to your CUSOURCE My InBox and the external e mail address specified in your My Profile The Status of your enrollment on your My Learning Plan will change to Enrolled If the session you wanted to enroll in was full you can ask to be placed on a Wait List You will be notified by e mail if space becomes available if so the enrollment process recommences This means that you need to carefully watch your CUSOURCE Ny InBox and your external e mail in case space does become available July 2004 Revised 04 37 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System 04 04 SEARCH The CUSOURCE Learning Management System has a built in search engine that allows you to search the Catalogue for a specific course learning activity gt My Learning Plan gt Catalogue gt Search gt My Profile gt Reports gt Knowledge Portal gt Logout Keystrokes To Searc
37. s available on the CUSOURCE Knowledge Exchange Click on CUSOURCE User Guides under CUSOURCE Resources July 2004 Revised 04 40
38. s well as a list of all of the required learning activities i e the 7 web tutorials and Workshop 1 i Title of the course program ii Type of Activity in this case a blended activity because it consists of web based learning and an instructor led workshop iii The course Code CUDA Level A B1 iv Price in this example 555 v Units unit value toward completion of the CUDA Program vi Pre requisites None in this case vii Notes Please read these carefully 6 Enroll Before proceeding with enrolling in a course workshop clarify payment and reimbursement policies and procedures with your credit union Enrolling in any blended activity is a two step process July 2004 Revised 04 28 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System Step 1 Enroll in and pay for the entire blended activity itself Step 2 As you are ready enroll in the individual learning activities that comprise the blended activity These instructions apply to any blended activity i e CUDA Level A Bundle 1 CUDA Level A Bundle 2 and CUDA Level A Simulation and Workshop Enroll in the entire learning activity by clicking on A Request Manager Approval if your credit union IS a CUSOURCE Corporate Subscriber and is paying the fee directly on your behalf You will not see this option if your credit union is NOT a Corporate Subscriber B Enroll by Credit Card if your credit union is NOT a CUSOURCE Cor
39. simply click Search Click on the name of your CUSOURCE Manager The name you selected will now appear in your My Profile Now continue with completing the other relevant fields e Time Zone This field is important for live learning activities courses Their start and finish times will be stated according to your time zone e CUIC Student Number Ignore this field e C U System Start Date Date when you first started serving as a credit union director e Address Please complete all of the fields relative to your address which could be your work or home address wherever you want to receive paper mail You may change these fields at any time e Gender Clicking the appropriate gender helps us address subscribers properly and enables us to do some analysis by gender e Accepts newsletters If you do not want to receive future issues of a director focused newsletter remove the check mark by clicking on it e Professional Designations Click as many as apply e Annual Fee Expiry Date You cannot change this date your subscription renewal date is automatically 12 months from the date you subscribed to CUSOURCE July 2004 Revised 01 10 QUICK GUIDE FOR BOARD DIRECTORS 15 16 1 Section 01 Welcome to CUSOURCE Member Account Number Optional field This is your personal account number at your credit union Credit Union This should reflect the organization for which you work If it is not accurate p
40. stem The organization and flow of this User Guide follows the menus associated with the Knowledge Exchange and the LMS It includes Keystrokes which provide click by click instructions on how to perform various activities Support Contact 1 Your CUSOURCE Regional Office See the section titled CUSOURCE Offices 2 Technical support at helo cusource ca or call the CUSOURCE Toronto office at 1 888 367 1386 from 8 00 a m 8 00 p m Eastern Time 3 After hours and Weekends Call 1 877 416 2282 Technical support is not available on statutory holidays Please leave a message and technical support staff will get back to you as quickly as possible If you need to leave a voice mail message please INCLUDE your AREA CODE so that someone can respond to you as quickly as possible July 2004 Revised 01 5 QUICK GUIDE FOR BOARD DIRECTORS Section 01 Welcome to CUSOURCE 01 01 CUSOURCE OFFICES Central Office The CUSOURCE Central office is located at 300 The East Mall Phone 1 800 267 2842 Suite 500 Fax 1 416 232 1495 Toronto Ontario M9B 6B7 E mail info cusource ca The Regional Offices Office hours 9 00 a m 5 00 p m local time Province Region Co ordinates British Columbia 1441 Creekside Dr 5 Floor Phone 1 604 730 1088 Vancouver BC Fax 604 737 5059 V6J 4S7 AB SK MB The Prairies Phone 1 866 367 8404 2055 Albert Street Fax 306 566 6198 5th Floor South Tower Regina S
41. the required information you will be prompted to return to this Personal screen to add correct the information You will be advised that you are leaving a secure internet site Click Yes If there is any problem with payment you will be advised in the next screen Follow the instructions to click the Back button in your internet browser so that you can review your Personal Information and re Submit Payment iv When your payment goes through a Thank You screen appears confirming your successful enrollment You will also receive Successful Enrolment notification in your CUSOURCE My InBox on the Knowledge Exchange July 2004 Revised 04 36 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System Portal and at the external e mail address you specified in your My Profile Please watch for them Now proceed to Step 7 below B Click Request Approval if your credit union is a CUSOURCE Corporate Subscriber i A Thank You screen will appear advising you that your request has been sent to the credit unions CUSOURCE Manager for his her approval The name of your CUSOURCE Manager is in My Profile The e mail will appear in your CUSOURCE My InBox on the Knowledge Exchange and at the external e mail address you specified in My Profile The workshop will also appear on your My Learning Plan with a Status of Pending Approval ii When your request is approved you will receive e mail notification from your c
42. torials the simulation Workshops 1 and 2 all level A WS the simulation of the Progressive Credit Union and Workshop 2 Whichever option you choose we strongly recommend that you complete the 7 tutorials by passing the post test questions at the end of each module score 8096 on each before you proceed with the business simulation When you attend Workshop 1 please bring a printed copy of your CUSOURCE Transcript to show that you have completed all 7 web tutorials July 2004 Revised 04 22 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System Keystrokes To Enroll in the Web Based CUDA Modules Level A on a Pay As You Go Basis Follow these instructions if you are enrolling and purchasing each of the 7 modules separately as opposed to having purchased them as a package that includes Workshop 1 Note For optimum performance you need high speed internet service 1 Login to CUSOURCE www cusource ca using your User ID and Password Then either click Login or the enter key on your keyboard If you have forgotten your password go to the line that reads Forgot your User ID password Click here n this situation CUSOURCE will provide a temporary password which you should change immediately in your My Profile 2 Inthe Knowledge Exchange screen click on Catalogue in the blue column on the left 3 Click on the CUD Credit Union Directors sub section In the Credit Union Directors screen you will see a
43. umn You will see that the status of your course has changed from Pending Approval to Approved You can now proceed to Launch this web module Repeat these instructions to enroll in the other web tutorials in the CUDA Program July 2004 Revised 04 27 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System 4 03 4 To Enroll In the CUDA Program Level A Bundle 1 Choose this option if you want to enroll in all 7 web based tutorials and Workshop 1 for a package price If you want to enroll in any other CUDA Bundle follow these same instructions 1 Login to CUSOURCE www cusource ca using your User ID and Password When you have entered them either click Login or use the enter key on your keyboard If you have forgotten your password then go to the line that reads Forgot your User ID password Click here In this situation CUSOURCE will provide a temporary password which you should change immediately in your My Profile 2 In the Knowledge Exchange screen click on Catalogue in the blue column on the left 3 Click on the CUD Credit Union Directors sub section You will then see a list of the modules and workshops that relate not only to the CUDA Program but to other director development opportunities as well 4 Click on CUDA Level A B1 Credit Union Director Achievement CUDA Bundle 1 5 In the Learning Activity Details screen you will see a detailed description of Bundle 1 a
44. ure internet site Click Yes If there is any problem with payment you will be advised As instructed click the Back button in your internet browser to review your Personal Information and re Submit Payment July 2004 Revised 04 24 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System 5 1D When your payment goes through A Thank You screen appears confirming your successful enrollment You will also receive e mail notification in your CUSOURCE Ny InBox on the Knowledge Exchange Portal and at the external e mail address you specified in your My Profile Please watch for them 5 1E a To view this web tutorial now click Launch Begin the tutorial by taking the Pre Test Click Enter the Lesson directly opposite the title on the right as above Before starting the Pre test click on the icons on the top right of the screen Start with HELP as it explains the navigation buttons and features of these multi media tutorials e After reviewing HELP proceed with the Pre Test We strongly recommend that you do this quiz as it will give you an idea of the topics covered in the module as well as an indication of your current level of knowledge in the various topics As the message in the screen indicates if you score 8096 you can go directly to the Summary and Post test or choose to review all the material or select portions thereof e Having completed the Pre test we again recommend that you work through th
45. ve and pay for courses in which you enroll If your credit union is NOT a CUSOURCE Corporate Subscriber you will need e to know the credit union s general e mail address e g info mycreditunion ca e acredit card to pay the 40 Individual Subscription fee Keystrokes To Self Register on CUSOURCE 1 In the address line of your Internet browser enter the CUSOURCE homepage address http www cusource ca Then either hit the Enter key or click on GO 2 The next screen is the CUSOURCE homepage If you want to explore a bit click on any of the white titles included in the blue horizontal menu bar before you continue with the registration process 3 Under the User ID and Password fields in the Learning Management System portion of the screen you will see the question Need to Register Click here Click on Click Here 4 In the Student Self Registration Screen use the scroll bar to enable you to read through the Privacy Statement and Terms and Conditions of Use To proceed with your registration click in the circle beside I ACCEPT these terms Then click in the square beside I am a Director Finally click Submit If you do NOT accept the terms click on the appropriate circle and the self registration process will end 5 Click on the down arrow to select the province in which your credit union is located Then click Submit July 2004 Revised 01 8 QUICK GUIDE FOR BOARD DIRECTORS Section 01 Welcome to CUSOURC
46. web based course e g Overview of the Credit Union System click Launch July 2004 Revised 04 30 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System 4 Click Launch and in the next screen you see a list of the sections of this course Start with the Pre test Click Enter the Lesson on the appropriate line or on the line beside any of the other sections of this course Click on the Refresh button if the course is slow launching or stops The purpose of the module pre test is to give you an idea of the topics to be covered and to help you focus your learning most effectively The Mastery score for each of the 7 modules is 8096 If you achieve 8096 on the post test you have completed this module This fact will be reflected in your My Learning Plan When you have finished this module move on to the next one The Board s Roles and Responsibilities 5 You need to complete all 7 web tutorials before you attend Workshop 1 You can print your Transcript and take that with you to the Workshop To print a transcript click on My Learning Plan whenever you see it in the blue LMS navigation menu bar then on Transcript Then in your Internet Browser click File then Print July 2004 Revised 04 31 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System Keystrokes To Self Enroll in CUDA Workshop 1 as part of a CUDA Bundle 1 Go to My Learning Plan You can do this by e Clicking on
47. y Profile e g Board Director and to any subscriptions you may choose Please watch your CUSOURCE My InBox for messages E mails are in date order with the most current message at the top CUSOURCE automatically deletes e mails after 30 days Click on more to see the entire text of the e mail 3 03 4 What s New Check this area for announcements about new happenings on Knowledge Exchange new links new articles upcoming conferences etc 3 03 5 What s Popular Here you can see those items on the Knowledge Exchange that receive the greatest number of hits or that are ranked highly by all CUSOURCE users not just those in your domain April 2004 Revised 02 16 QUICK GUIDE FOR BOARD DIRECTORS Section 04 The Learning Management System 04 0 CUSOURCE LEARNING MANAGEMENT SYSTEM LMS Keystrokes To Access the CUSOURCE LMS To access the CUSOURCE LMS from the Knowledge Exchange screen 1 Click on LMS in the green horizontal menu navigation bar OR 2 Click on either My Learning Plan or Catalogue under Personal Development in the blue navigation column on the left of the screen You are now in the LMS Note the change in titles that appears in the blue menu navigation column on the left They are different from those you saw in the Knowledge Exchange The LMS menu and the titles in the green horizontal bar associated with all LMS screens are your tools for managing your own learning The focus of the next section will b
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