May 19, 2013, 7:00 PM CDT
Instructions For Launching Your E-Learning Training Course
System
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This web page is to assist you in setting up your e-learning
system and the first training course -- Red Flags. Below are the steps for you to begin
setting up the training courses for
your Borrow Smart Compliance program for one location.
Other locations will be added later as noted below. These instructions
are only for the compliance officer or the representative from
each company who has previously received login information to
the e-learning platform. That information was sent to you around
April 19th and it instructed you to log into the training system to
set up your identification in the e-learning web platform.. If your company does not have
this information please
click here and drop us an email
and we will resend it again.
Please note that these are temporary instructions.
As you know, we are working on an additional web site that will be used to access this learning system
in the future. When completed, this will allow you to upload your own policy content for your
learners. It will
be a few weeks before that system is complete. When it is
finished we will update these instructions.
Here are the topics covered on this web page. You can click on
each topic and use the back button on your browser to return
back again. Please review all of this information very
carefully before you begin the setup process.
WHAT YOU WILL NEED TO DO BEFORE YOU BEGIN
WHAT TO DO TO GET STARTED
SPECIAL NOTICE REGARDING BILLING
COURSE
COMPLETION CERTIFICATES
IMPLEMENT
YOUR POLICY WITH HOW TO
GUIDES
FINALLY
WHAT YOU WILL NEED TO DO BEFORE YOU BEGIN
-
Have your list of the names and email addresses of those you
wish to be trained
-
Have your login information for the e-learning training
system that we sent previously
-
Notify your personnel
that they will soon receive an email directing them to set up the system and
first course at the training system. That email will
come from The Genesis Group.
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WHAT TO DO TO GET STARTED
-
Go to
www.GenesisTraining.net and login to the learning
platform.
-
Click on "Teams" at the top of the menu bar. Then click on
your company's team name in the box.
-
In the upper right portion of the next screen click on
"Assign New Person To This Team." In the next box, simply
complete the person's first and last name and enter their
email address in the user name box. Be sure that the
"send an email" box is checked. That is all of the
information you will need to complete in order to enroll them
in the e-learning system. Then, scroll to the
bottom of the page and click on "Add Person."
That person will receive an automatic email with instructions to login
and they will be notified to complete the course when they
log in.
-
After you have created all of your learners
in the step above you will then need to
assign the courses. The the training course is Red Flags
- V1. To do this click on "Teams" at the top of the menu bar.
In the Teams box, click on "Courses." Then, in the
upper right corner click on "Assign Courses for [your
team]." Then simply check the course Red Flags -
V1. That's it
-- the course is now assigned.
-
To take the course yourself and/or to see what your learners
see, click the orange box in the upper right corner "Switch
To Learners View." This will allow you to take the course.
What's next?
Check back on the e-learning platform frequently to see if the learners
have logged in and completed the course. Also, we will
plan several webinars over the next few days to review this
information with you. You will be notified later by email
regarding the webinars.
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SPECIAL NOTICE REGARDING BILLING
Please note that the compliance system program is based on up to
four users per location. For the purpose of this launch we
are assuming one location. Additional users beyond this
limit will be billed at the rate of $5.00 per month.
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COURSE COMPLETION CERTIFICATES
The printed course completion certificate feature for the
learner is not quite
complete. It should be available within the next week or
so.
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IMPLEMENT YOUR POLICY WITH
HOW TO GUIDES
When the launch of the e-learning system into all of your
branches is complete you will then be well on your way to
finishing the implementation program for CFPB compliance at your
company. That is, you will have your completed policy
manual prepared by Ballard Spahr, you will have the Borrow Smart
Compliance e-learning system for
training and tracking and you will have the How To Guides
available to answer your operation questions.
The How To guides are an integral part of the Borrow Smart
Compliance program. Each How To guide addresses a specific
section (topic area) of the policy manual. It includes
instructions and detailed information on operational
considerations for implementing your CFPB policy. These
documents have been prepared by our fellow Borrow Smart
Compliance members who have many years of experience. Most
important, the How To guides contain answers to questions that many
of you may have relating to implementation of each topic area. These
documents will
provide you with a wealth of information for implementing your CFPB policy.
We have updated and placed the Red
Flags How To guide on your private network. Be
sure and check it out. We will update this section of the
web page in the next day or so with more important information
regarding the How To guides.
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FINALLY
Please understand that these instructions are designed to help you configure
and set up your e-learning system and launch your first course only.
We're sure this all seems simple to you, but it is actually a fairly
complex system. We expect there will be issues. After we
have completed working through any
issues, you can then expand this program to your other locations
as we begin to add more training courses. The additional courses may take a couple of months to
fully complete. We will, however, add each course to
the e-learning system as they
become available. Also, as noted above, we will have another component of the e-learning system
ready for you soon that will allow
you to upload your own policy material. That component should be
ready for you in a few weeks.
As mentioned, we fully expect there will be issues to correct. If you
encounter an issue please
click here
and
drop us an email and we will get back with you to resolve that issue. Also, as mentioned above we will hold webinars to
help you work through questions and issues.
Thanks and enjoy!
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