Training Complymbsicorp.com/wp-content/uploads/2018/07/Training-Comply... · 2020. 3. 19. · 1. Enter a Title for the exam. 2. Enter a value into the Pass/Fail Percentage field

Training Comply Program Assignment and Completion November 14,2017

Training Comply – Program Assignment and Completion 1

© 2017 MBSi Corp., all rights reserved.

Contents Creating a Notification/Exam Program .................................................................................................. 2

How to Create a Notification Program ............................................................................................... 2

Creating the Notification................................................................................................................. 2

Adding a Question to the Notification ............................................................................................. 4

Assigning a Notification Internally .................................................................................................. 8

Assigning a Notification Externally ............................................................................................... 11

How to Create an Exam Program .................................................................................................... 12

Creating the Exam ....................................................................................................................... 13

Adding a Question to the Exam ................................................................................................... 15

Assigning an Exam Internally ....................................................................................................... 18

Assigning an Exam Externally ..................................................................................................... 21

Completing a Notification/Exam Program ........................................................................................... 23

Completing a Notification Program .................................................................................................. 23

Completing an Exam Program ........................................................................................................ 25

Failed Exam ................................................................................................................................. 27

Passing Score .............................................................................................................................. 28



Creating a Notification/Exam Program Training Comply allows you to create Programs to administer Notifications and Exams to your vendor base and their users. This guide will walk you through the process of creating a notification program and an exam program.

How to Create a Notification Program A notification program is used to inform the intended audience about information that the issuer feels is important for the recipient to know.

Creating the Notification To create a notification:

1. Go to Training Comply > Create Notifications/Exams.

2. Click Create Notification on the Create Notifications/Exams interface.

The Create Notification dialogue will display.

3. Enter a Title. 4. If the notification will only be administered internally select the Internal Use Only checkbox,

otherwise leave it unselected to assign to external and internal users as needed.



5. Enter a Section Name. 6. Enter a Description.

a. Note: this is not a space to add questions for the notification/exam. This field is designed to provide quick information regarding the nature of the notification/exam program.

7. Click Save.

The Program Created dialogue will display. It contains instructions for you to reference that will inform you about the next steps in the process. If you would like to create a copy of the next steps instructions for you to reference as you go through the process, click Copy Instructions. Doing so will copy the instructions to the clipboard and you can paste them to a notepad, or word processing program.

Click OK.



The Notification will be added to the grid.

Close the dialogue. The next time you open the Create Notifications/Exams interface the Notification will be added to the grid.

Adding a Question to the Notification The notification must contain at least one question to qualify to be assigned. To add a question:

1. Click the Add Questions button on the Actions column of the Create Notification/Exam grid.

If no questions are found on a notification, a dialogue will display, click OK.

The Program Content dialogue will display



2. Click Add Contents/Questions.

The Add Contents/Questions dialogue will display

3. Select the notification section from the Select the Section dropdown. 4. Enter the content of the notification on the Notification Content/Exam Question section. 5. Enter the acknowledgment text on the Acknowledgement/Answer text. 6. Click Add Answer.

The question will be added to the Edit Notification/Exam grid.



To create additional content for the notification, click Add Content, and follow the above described process again.

Otherwise close the dialogue. The Program Content dialogue will remain open. Here you can:

• Edit Content/Question – use this option to edit the existing notification/question. • Remove Content/Question – use this option to remove the existing notification/question • Preview – this button will open an interface that will display the notification as the

recipient will see it when they process it.



• Add Content/Question – use this option to create additional notifications/questions.

Now that the notification has been created, you can assign it.



Assigning a Notification Internally To assign an internal notification:

1. Go to Training Comply > Assign Notifications/Exams.

The Assign Notifications/Exams interface will display.

2. Click Assign to my Users.

The Assign to my users dialogue will display.



3. Select the users who will receive the notification from the User dropdown. You can select one at a time, or all users by right clicking and selecting the Select All option.

4. Select the notification from the Title dropdown. 5. Select a date for the notification to expire from the Expiration Date dropdown. 6. Click Assign Program.

When the process is successfully completed, a Success dialogue will display. Click OK.



Each of the users who were selected to receive the notification will be contacted by email.



Assigning a Notification Externally To assign an external notification:



2. Click Assign Externally.

The Assign Notification/Exam will display.

3. Select the vendors that will receive the notification from the Vendor dropdown. You can select

one at a time, or all vendors by right clicking and selecting the Select All option.

4. Select the notification from the Title dropdown. 5. Select the types of users that will receive the notification from the User Types dropdown. As is

the case with the Vendor dropdown, you can select one, multiple, or all users.



6. Set the Pass/Fail %. Since this is a notification, it should be set to “100%”. 7. Set the Attempts Allowed. Since this is a notification, it should be set to “1”. 8. Select a date for the notification to expire from the Expiration Date dropdown. 9. Click Assign Notification/Exam.


Each of the users who were selected to receive the notification will be contacted by email.

How to Create an Exam Program An exam program is used to gauge the intended audience’s knowledge regarding policies, processes, business rules, etc., by creating an exam and assigning it to them.



Creating the Exam To create an exam:

1. Go to Training Comply > Create Notifications/Exams.

2. Click Create Exam on the Create Notifications/Exam interface.

The Create Exam dialogue will display.

1. Enter a Title for the exam. 2. Enter a value into the Pass/Fail Percentage field. 3. If the exam will only be administered internally select the Internal Use Only checkbox,

otherwise leave it unselected to assign to external and internal users as needed. 4. Enter a Section Name. 5. Select the number of Attempts Allowed. 6. Enter a Description. 7. Click Save. 8. The Program Created dialogue will display. It contains instructions for you to reference that

will inform you about the next steps in the process. If you would like to create a copy of the next steps instructions for you to reference as you go through the process, click Copy



Instructions. Doing so will copy the instructions to the clipboard and you can paste them to a notepad, or word processing program.

9. Click OK.

The Exam will be added to the grid.

On this section, you have the option of editing the section name by clicking the Edit Section button . To remove the section, click Remove Section .



The Create Exam interface also has an Available Training Material grid. Here, you can either upload new training material or add existing training material to the exam.

To view the training material click View . To add the training material to the exam, click Add . To remove the training material from the grid, click Remove .

Close the dialogue. The next time you open the Create Notifications/Exams interface the Exam will be added to the grid.

Adding a Question to the Exam The exam must contain at least one question to qualify to be assigned. To add one or more questions:



1. Click the Add Questions button on the Actions column of the Create Notification/Exam grid.

If no questions are found on a notification, a dialogue will display, click OK.

The Program Content dialogue will display

2. Click Add Contents/Questions.

The Add Contents/Questions dialogue will display

3. Select the exam section from the Select the Section dropdown. 4. Enter the content of the question on the Notification Content/Exam Question section. 5. Enter the answer text on the Acknowledgement/Answer text field. 6. Select Yes or NO on the Is this correct answer dropdown.



7. Click Add Answer.

The question will be added to the Edit Notification/Exam grid.

Click Add Content and repeat steps 5-7 above to add additional questions and answers then close the dialogue.

The Program Content dialogue will display all the questions added to the exam.



To preview the newly created exam, click Preview . The exam will display with the full functionality the test taker will have, giving you the ability to review the test.

To create additional content, click Add Content/Questions .

Close the dialogue. Now that the notification has at least one question associated with it, you can assign it.

Assigning an Exam Internally To assign an exam program for distribution internally:



2. On the Assign Internally tab, click Assign to my Users.



The Assign to my users dialogue will display.

3. Select the users who will receive the exam from the User dropdown. You can select one at a

time, or all users by right clicking and selecting the Select All option.

4. Select the exam from the Title dropdown. 5. Select a date for the exam to expire from the Expiration Date dropdown. 6. Click Assign Program.




Each of the users who were selected to receive the exam will be contacted by email.



Assigning an Exam Externally To assign an exam program for distribution:



2. Click Assign Externally.

The Assign Notification/Exam will display.

3. Select the vendors that will receive the exam from the Vendor dropdown. You can select one

at a time, or all vendors by right clicking and selecting the Select All option.

4. Select the exam from the Title dropdown. 5. Select the types of users that will receive the exam from the User Types dropdown. As is the

case with the Vendor dropdown, you can select one, multiple, or all users.



6. Set the Pass/Fail %. 7. Set the Attempts Allowed. 8. Select a date for the exam to expire from the Expiration Date dropdown. 9. Click Assign Notification/Exam.


Each of the users who were selected to receive the exam will be contacted by email.



Completing a Notification/Exam Program Completing a Notification Program When a forwarder has created a notification for you to acknowledge, you will receive the following email:

It contains the information that you will need to access the notification.

To acknowledge the notification, log into RC Office. Upon successful login, the Pending Training interface will display.

It displays the all the training programs that have been assigned to you. Within the grid you’ll find general information about each program. To access the program, click Continue to Program .

The Notification interface will display. Read the notification, select the checkbox to acknowledge the notification and click Complete Notification.



A confirmation dialogue will display. Click Yes.

A completion dialogue will display. Click OK.

You have successfully acknowledged the notification. The training program will be removed from the Complete Notifications/Exams and Pending Training grids.



Completing an Exam Program When a forwarder has created a notification for you to acknowledge, you will receive the following email:

It contains the information that you will need to access the exam.

To access the exam, log into RC Office. Upon successful login, the Pending Training interface will display.

It displays the all the training programs that have been assigned to you. Within the grid you’ll find general information about each program. To access the program, click Continue to Program . You can also view any training material related to the program by clicking the View button .

A Test Information dialogue will display informing you of how many attempts remain on this test, click OK.



The Exam interface will display.

At the top of the interface it displays basic information about the test, including issuer name, number of questions, required score, etc. Additionally, you can click the View Training Material button to display training materials for the exam (if available).

The bottom section of the interface contains questions and functionality to help you take the test. Read each question, select and select the best answer. When you select an answer, TC will move you on to the next question whether your answer was right or wrong.



If you need to go back to change an answer, click the Previous Question button . When you go back and change an answer on a previous question, the interface will not move you on to the next question automatically. Click New Question to proceed.

When you come to the final question on the exam, the Complete Exam button will display.

An Exam dialogue will display asking, “Complete this Exam?”. This is your last chance to review the exam prior to submission. If you wish to review your answers, click No to return to the test and review your answers. When you’re ready to submit the exam, click Yes.

Failed Exam If you did not answer the correct amount of questions to achieve a passing score, an Information dialogue will display stating your score, and the number of attempts remaining.

As shown in the example above, if you do not have any remaining attempts, the dialogue will inform you to contact your TC administrator to have the test re-issued. Click OK.

The Pending Training Comply Programs grid will display if you have additional programs to complete.



Passing Score If you answered the correct amount of questions to achieve a passing score, an Information dialogue will display congratulating you on passing the exam!

The Pending Training Comply Programs grid will display if you have additional programs to complete.

Documents

Training Complymbsicorp.com/wp-content/uploads/2018/07/Training-Comply... · 2020. 3. 19. · 1. Enter a Title for the exam. 2. Enter a value into the Pass/Fail Percentage field