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Treasury and Trade Solutions Learning Center Quick Reference Guide GSA and Public Sector July 2018

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Page 1: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

Treasury and Trade Solutions

Learning CenterQuick Reference Guide

GSA and Public Sector July 2018

Page 2: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Table of Contents

CLASS Overview .............................................................................3

Access CLASS .................................................................................3

CLASS Navigation ..........................................................................4

Register for Computer Based Training .....................................5

Register for Instructor Led Onsite Classroom Training .......7

Cancel Registration for Instructor Led Onsite Classroom Training ...............................10

Register for and Launch Instructor Led Webinars ................12

Cancel a GSA and Public Sector Instructor Led Webinar Registration ........................................15

Open a Reference Document ......................................................17

Print Certificate of Completion ..................................................19

Page 3: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Learning Center OverviewA complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS).

The Learning Center provides on-demand, self-paced training so you can complete computer-based training and access reference documents at any time. If you need to exit a course prior to completion, you can access it again and begin where you left off. You can also register for instructor-led webinars and onsite instructor-led classroom training.

Access the Learning CenterScreen Step/Action

CitiManager Site Home Screen

1. From the CitiManager Site side navigation bar, position your mouse over the Web Tools icon and click the Learning Center link.

The Learning Center Home screen displays.

Page 4: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Learning Center NavigationScreen Step/Action

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Learning Center Home Screen

1. Navigation Links — Use the navigation links to return to a previous screen.

2. Search — Use the text entry field to search for a training resource or course.

3. Quick Links — Use these links to access your Training Transcript and Training Schedule.

4. Complete Registration — This section displays a list of courses you have completed. Click the More link to display additional completed courses.

5. GSA and Public Sector — Use the catalog sub-category links to access computer based training (CBTs), register for instructor-led webinars, register for onsite classroom training and access reference documents.

6. To Do — This list displays the courses you have registered for and also those in progress. To open a reference document, start/re-start a course, click the Start button from this list.

7. Start — Click the Start button to begin or re-start a course.

8. View Details — Select a reference document or course from your To Do List and then click the View Details button to view a detailed description.

9. Other Actions — Select a course or reference document from your To Do List then click the drop-down arrow to select an option to cancel your registration, view a detailed description, or add it to your Favorites menu.

Page 5: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Register for Computer Based TrainingScreen Step/Action

Learning Center Home Screen — Computer Based Training (CBT) Category

1. From the Learning Center Home screen — GSA and Public Sector catalog:

Click the Computer Based Training (CBT) link,

OR

To search for a specific CBT module, in the Search field type your search criteria, for example CitiManager CBT, and then click the search arrow.

A list of CBT modules displays.

Registration Process — Select Activity and Register

2. To register for a CBT module, select the activity name then click the Register button.

Note: For CBT modules you may need to click the expand arrow that displays to the left of the activity name so the most current version displays under the parent activity name.

Use the page forward and back buttons to navigate through the complete list of CBT activities. You can also use the Search feature within the Computer Based Training catalog to narrow the list.

The Registration Process screen displays.

Page 6: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Screen Step/Action

Registration Process — Submit Registration

3. Click the Submit button.

Note: You may need to scroll to the bottom of the screen for the Submit button to display.

The Activity Details screen displays.

Registration Process — Activity Details — Start Activity

4. Once you have registered for a CBT, click the Start button from the Activity Details screen or the To Do list on the Learning Center Home screen.

The CBT description window displays.

5. Click the Start button.

The CBT launches in a new window.

Page 7: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Register for Instructor Led Onsite Classroom TrainingScreen Step/Action

Learning Center Home Screen — GSA and Public Sector Onsite Classroom Training Category

1. From the Learning Center Home screen — GSA and Public Sector catalog, click the GSA and Public Sector Onsite Classroom Training link.

A list of onsite classroom training activities displays.

Registration Process — Select Activity and Register

2. Click the expand arrow that displays to the left of the parent activity name to display the list of dates and locations.

Note: If necessary, use the page forward and back buttons to navigate through the complete list of onsite training classes.

3. To register for onsite classroom training, select the class/location name then click the Register button.

The Registration Process screen displays.

Page 8: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Screen Step/Action

Registration Process — Select Date and Submit

4. Select the radio button for the desired date.

5. Click the Submit button.

Note: You may need to scroll to the bottom of the screen for the Submit button to display.

The Activity Details screen displays and a confirmation message displays at the top of the screen.

Page 9: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Screen Step/Action

Registration Process — Activity Details — Confirmation

6. Click the Done button.

The Learning Center Home screen displays and the onsite classroom training activity is added to your To Do list. An e-mail will be sent to confirm your registration.

Learning Center Home Screen — To Do

Page 10: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Cancel Registration for Instructor Led Onsite Classroom TrainingScreen Step/Action

Learning Center Home Screen — To Do

1. From the Learning Center Home screen — To Do list, click the training activity date link for the registration you wish to cancel.

The Activity Details screen displays.

Cancel Registration — Activity Details — Cancel

2. Click the Cancel button.

The Cancellation Confirmation screen displays.

Cancel Registration — Cancel Confirmation — Cancel Marked

3. Click the Cancel Marked button.

The Activity Details screen displays and the registration is cancelled.

Page 11: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Screen Step/Action

Cancel Registration — Activity Details — Cancellation Confirmation

4. Click the Learner tab at the top of the screen.

The Learning Center Home Screen displays and the registration is cancelled.

Page 12: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Register for and Launch Instructor Led WebinarsScreen Step/Action

Learning Center Home Screen — GSA and Public Sector Instructor Led Webinars Category

1. From the Learning Center Home screen — GSA and Public Sector catalog, click the GSA and Public Sector Instructor Led Webinars link.

A list of instructor led webinars displays.

Registration Process — Select Activity and Register

2. Click the expand arrow that displays to the left of the parent webinar name to display the list of webinar dates for the desired course.

3. To register, select the desired webinar date and then click the Register button.

The select and submit screen displays.

Page 13: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Screen Step/Action

Registration Process — Select and Submit

4. Select the radio button for the desired date.

5. Click the Submit button.

The Activity Details screen displays a confirmation message at the top of the screen.

Registration Process — Activity Details — Confirmation

6. Click the Done button.

The Learning Center Home screen displays and the webinar date and link is added to your To Do list. A confirmation e-mail is sent with a link that can be used to add the webinar date/time to your Outlook calendar.

Note: You will be sent an e-mail reminder ten minutes prior to the scheduled start time of the webinar. To launch the webinar, you must log back into the Learning Center.

Learning Center Home Screen — To Do

7. When the webinar is scheduled to begin, log back in to the Learning Center and click the date link displayed in your To Do list.

The Activity Details screen displays.

Page 14: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Screen Step/Action

Activity Details — Start Activity

8. Click the Start button.

Note: The Start button will not be active until ten minutes prior to the scheduled start time of the webinar.

Page 15: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Cancel a GSA and Public Sector Instructor Led Webinar RegistrationScreen Step/Action

Learning Center Home Screen — To Do

1. From the Learning Center Home screen To Do list, click the training activity date link.

The Activity Details screen displays.

Cancel Registration — Activity Details — Cancel Activity

2. Click the Cancel button.

The Cancellation Confirmation screen displays.

Cancel Registration — Cancel Marked

3. Click the Cancel Marked button.

The Activity Details screen displays.

Page 16: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Screen Step/Action

Cancel Registration — Activity Details — Cancellation Confirmation

4. The registration has now been canceled. Click the Learner tab at the top of the screen.

The Learning Center Home Screen displays.

Page 17: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Open a Reference DocumentScreen Step/Action

Learning Center Home Screen — Reference Documents Category

1. From the Learning Center Home screen — GSA and Public Sector catalog, click the Reference Documents link.

A list of reference documents displays.

Registration Process — Select Activity and Register

2. To register for a reference document and open it, select the document name then click the Register button.

Note: Use the page forward and back buttons to navigate through the complete list of reference documents.

The Registration Process screen displays.

Page 18: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Screen Step/Action

Registration Process — Submit

3. Click the Submit button.

Note: You may need to scroll to the bottom of the screen for the Submit button to display.

The Activity Details screen displays.

Registration Process — Activity Details — Start

4. Once you have registered for a reference document, click the Start button from the Activity Details screen or the To Do list on the Learning Center Home screen.

The reference document opens in a new window in PDF format.

Page 19: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Print Certificate of CompletionOnce you have completed a course or viewed a reference document, it will appear on your transcript and you may print a Certificate of Completion.

Screen Step/Action

Learning Center Home Screen — Complete Registration

1. From the Learning Center Home screen, click the Training Transcript link in the Quick Links section or, to view a specific completed course, click the desired link from the Complete Registration section.

The Training Transcript screen displays.

Training Transcript

2. To view a Certificate of Completion, click the Diploma icon for the desired activity.

The Certificate of Completion opens in a new window.

Page 20: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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Learning Center GSA and Public Sector | Quick Reference Guide

Screen Step/Action

Certificate of Completion — Print

3. To print a Certificate of Completion, click the Print button.

The Print window opens.

4. Select a printer and click the Print button.

The Certificate of Completion is printed on the selected printer.

5. When you are finished, click the Close button.

Page 21: Learning Center - Citi · A complete suite of training resources is available from the Learning Center, Citi’s Learning Management System (LMS). The Learning Center provides on-demand,

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