Learning Center - Citi...The Learning Center provides on-demand, self-paced training so you can...
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Treasury and Trade Solutions Learning Center Quick Reference Guide Department of Defense July 2018
Transcript of Learning Center - Citi...The Learning Center provides on-demand, self-paced training so you can...
Treasury and Trade Solutions
Learning CenterQuick Reference Guide
Department of Defense July 2018
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Learning Center | Quick Reference Guide
Table of Contents
Learning Center Overview ...........................................................3
To Access the Learning Center ...................................................3
Learning Center Navigation ........................................................4
Register for Computer Based Training .....................................5
Register for Instructor-Led Onsite Classroom Training .......7
Cancel a Registration for Instructor-Led Onsite Classroom Training ..............................9
Register for Pre-Recorded Webinars ........................................11
Open a Reference Document ......................................................13
Print Certificate of Completion ..................................................15
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Learning Center | Quick Reference Guide
Learning Center OverviewA complete suite of training resources is available from Citi’s Learning Center.
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 pre-recorded webinars and instructor-led classroom training.
To access resources available specifically for the Department of Defense (DoD), use the DoD Catalog that displays on the Learning Center Home screen.
Once you finished with your training, you can access and print a Certificate of Completion.
The on-demand resources are organized in the following sub-categories:
• Computer Based Training (CBT) — Access CBT modules for the CitiManager Site, CitiManager — Transaction Management, and CitiManager — Reporting. You can also register for the complete APC Curriculum.
• Instructor-Led Classroom Training — Register for instructor-led classroom training scheduled at one of our training sites.• Pre-recorded Webinars — Access pre-recorded webinars for Advanced Reporting, CitiManager — What Can My Cardholders Do?,
Visa IntelliLink — Basic and Visa IntelliLink — Advanced.• Reference Documents — Access complete end-to-end user guides, quick start guides, and job aides for the CitiManager Site,
CitiManager — Transaction Management, and CitiManager — Reporting.
To 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.
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Learning Center | 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. Always include DoD Travel in your search. You can further narrow your search results by also typing a specific tool or training resource. For example, DoD Travel CitiManager CBT, DoD Travel CitiManager User Guide or DoD Travel IntelliLinks Webinar.
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. DoD Travel Catalog — Use the catalog sub-category links to access CBTs, register for instructor-led classroom training, access pre-recorded webinars and reference documents.
6. Navy Purchase — Use this link to access training specific to Navy Purchase.
7. 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.
8. Start — Click the Start button to begin or re-start a course.
9. 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.
10. 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.
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Learning Center | Quick Reference Guide
Register for Computer Based TrainingScreen Step/Action
Learning Center Home Screen – Search and DoD Travel Catalog – Computer Based Training (CBT) Category
1. From the Learning Center Home screen — DoD Travel catalog:
Click the Computer Based Training (CBT) link,
OR
To search for a specific CBT module, in the Search field, type DoD Travel plus your search criteria and then click the search arrow.
Example: Type DoD Travel CitiManager CBT
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: 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.
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Learning Center | 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 Next button.
The CBT launches in a new window.
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Learning Center | Quick Reference Guide
Register for Instructor-Led Onsite Classroom TrainingScreen Step/Action
Learning Center Home Screen – Search and DoD Travel Catalog – DoD Travel Onsite Classroom Training Category
1. From the Learning Center Home screen — DoD Travel catalog, click the DoD Travel 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.
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Learning Center | 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.
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
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Learning Center | Quick Reference Guide
Cancel a 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.
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Learning Center | Quick Reference Guide
Screen Step/Action
Cancel Registration – Activity Details – Cancelled
4. Click the Learner tab at the top of the screen.
The Learning Center Home Screen displays and the registration is cancelled.
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Learning Center | Quick Reference Guide
Register for Pre-Recorded WebinarsScreen Step/Action
Learning Center Home Screen – DoD Travel Catalog – Pre-recorded Webinars Category
1. From the Learning Center Home screen — DoD Travel catalog, click the Pre-recorded Webinars link.
A list of pre-recorded modules displays.
Registration Process – Select Activity and Register
2. To register for a pre-recorded webinar, select the activity name then click the Register button.
The Registration Process screen displays.
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Learning Center | Quick Reference Guide
Screen Step/Action
Registration Process – Submit
3. Click the Submit button.
The Activity Details screen displays.
Registration Process – Activity Details – Start
4. Once you have registered for a pre-recorded webinar, click the Start button from the Activity Details screen or the To Do list on the Learning Center Home screen.
The pre-recorded webinar opens in a media player window.
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Learning Center | Quick Reference Guide
Open a Reference DocumentScreen Step/Action
Learning Center Home Screen – DoD Catalog – Reference Documents Catalog
1. From the Learning Center Home screen — DoD Travel 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.
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Learning Center | 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.
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Learning Center | 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.
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Learning Center | 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.
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