FI Admin User Guide(Limited Subscription)

Learn@IBF

MANAGE COMMUNITY

Access Learn@IBF at https://ibf-<your organisation id>.smartup.io

Learn@IBFFI Admin User Guide

2* FI Admin functions are only accessible on Desktop

This feature is only available for the FI Administrator

Click on the “MENU” button to access the “MANAGE COMMUNITY” feature

MENU

ANALYTICSAnalyse user’s learning and track completion

(refer to page 7- 8)

ADD MEMBERSAdd new user(s)

(refer to page 4 - 5)

MANAGE MEMBERSDeactivate existing user(s)

(refer to page 6)

Learn@IBFFI Admin User Guide

3

Learn@IBFFI Admin User Guide

Step 1: Click on “Create Accounts”

ADD MEMBERS

4

1. Enter user’s detailsNote: Username should be staff’s corporate email address

2. Enter FI Administrator’s corporate email address

3. Click “Create” to submit account creation request

4. Look out for an email from no-reply@smartup.io on confirmation of account creation

5. Email staff the following information:• Community name• Desktop URL / Name of App • Username • PasswordIBF can provide a customised email template upon request

Learn@IBFFI Admin User Guide

STEP 2: INDIVIDUAL USER REGISTRATION

ADD MEMBERS

Hi Sarah Chua

Standardised/ randomisedpasswords

4

5

Email

1

2

3

Leave blank to generate randomized password

1. Search user individually using First and/or Last Name; or2. Input multiple users’ Corporate Email Addresses

STEP 1: DEACTIVATE MEMBERS

STEP 2: SEARCH AND SELECT USER(S)

Enter First or Last Name

Copy and paste multiple users’ Corporate Email Address

1

2

Learn@IBFFI Admin User Guide MANAGE MEMBERS

DEACTIVATE MEMBERS

STEP 3: CONFIRM DEACTIVATION

6

1. Content Interaction Report to analyse/track FMRP NEC candidates’ completion of NEC modules2. Quiz Question Report to analyse/track FMRP NEC candidates’ performance on NEC quizzes

STEP 1: DOWNLOAD REPORT

Select “Specific Channels” and “FMRP-NEC”

Select date range (up to 3 mths)

Click “Generate Report”

Click “Download” to retrieve Report

Report Headers

Learn@IBFFI Admin User Guide ANALYTICS

7

STEP 2: ORGANISE RAW DATA

STEP 2A: SAVE AND ORGANISE DATA IN EXCEL FORMAT

1a

2

Trim away data that is not relevant for analytics and add headers.Note: Report headers vary across reports and may be obtained at point of report generation (refer to pg 7)

3

Learn@IBFFI Admin User Guide ANALYTICS

Open a new excel:1. Select “Data” > “From Text” 2. Import/open saved CSV Report file3. Select “Delimited” > Finish

2B: KEEP RELEVANT DATA AND ADD HEADERS

1b

8

Still have a question?Get in touch with us at learn@ibf.org.sg

Learn@IBF