Checkpoint Learning Quick Reference Guide IRS Professionals Special Bulk Order Version

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1 Checkpoint Learning Quick Reference Guide IRS Professionals Special Bulk Order Version Checkpoint Learning replaces the recently retired MicroMash site and delivers courses from both MicroMash and Pass Online on one powerful, unified platform to streamline and enhance your learning. This guide will take you step by step through accessing courses and navigating Checkpoint Learning. This special version is for IRS learners who are part of a bulk order. A bulk order is an order placed by designated IRS Training Coordinators who request a course or group of courses for a specific group of IRS individuals (usually new hires). Because you were part of a bulk order group, your Checkpoint Learning account was created for you. Your username is your full IRS address and your temporary password is "password. This is your official Checkpoint Learning account, and you will see only the courses specially ordered for you. Once you have completed your assigned courses, you may request that we transfer your account to the main IRS site, where you can see and order any courses available to IRS that your Coordinator has approved. Please follow these instructions to request account transfers: Send an to: Daria McCleskey (daria.mccleskey@thomsonreuters.com) Subject: Please Transfer My Account (Enter your full name followed by IRS Employee. ) Message: "I completed the bulk order courses assigned to me. As instructed, please transfer my Checkpoint Learning login into the IRS Main account so I can view, order, and complete other MicroMash and PASS Online courses. Thank you. Daria will move your professional login over into IRS main, where you will use the same username and password to log in and order courses through the normal procedure. Once moved, you will receive an to confirm the change and to let you know when you can log in and access other MicroMash and Pass Online courses. Log in to your Checkpoint Learning Account Your user name and password are required to log in to your Checkpoint Learning account. Log in to your Checkpoint Learning Account (Continued) :54:02 PM 2011 Thomson Reuters. All rights reserved.

2 To log in to your Checkpoint Learning account, do the following: 1. Click the following link (or copy and paste this URL into your Web browser): The Checkpoint Learning Login for IRS Professionals page is displayed. 2. Type the following login information: Username Enter your entire IRS address. Password Enter your provided password. 3. Click the Go button to access the Homeroom tab. Navigating Your Checkpoint Learning Account Checkpoint Learning is an Internet-accessible platform that allows you to launch courses, view your history, and store documentation within a single account :54:02 PM 2

3 Navigating Your Checkpoint Learning Account (Continued) The Main Menu tabs are located across the top of the page. The following tabs are the most relevant: Homeroom The Homeroom tab is your landing page when you log in. It includes the following sections: In-Progress Lists the programs you have launched but not yet completed. Click the Launch button to launch online formatted programs. Note: You will find the downloaded formatted programs on your computer, but you will not have a Launch button on the Homeroom tab in the In-Progress section. Thomson Reuters Tax & Accounting On Demand Learning (Courses Available) Lists the online programs available to you. Note: Disable any pop-up blockers prior to clicking the Launch button for online courses (under the Get My Course column). Click either heading to view the full list of in-progress programs or to see the full list of Thomson Reuters online courses. Activity History The Activity History tab displays your history, that is, a list of programs you have completed through your Checkpoint Learning account. This tab also stores your electronic Thomson Reuters certificates of completion. You can also use your Checkpoint Learning account to enter history and documentation that you obtained externally. Settings On the Settings tab, you can change your password or enter personal information such as a phone number or a personal or firm address. This information supplements the information that your Firm Administrator has already provided :54:02 PM 3

4 Launching Thomson Reuter Online Courses To launch a Thomson Reuters online course, do the following: 1. Click the Thomson Reuters University On Demand Learning (Courses Available) heading on the Homeroom tab to display the On Demand Learning (Courses Available) page: 2. Search for a course: Course Title Click a course title to view the program description, credit eligibility and NASBA field of study. Search My Courses Enter a topic or term and click the Search button to display your search results. 3. To launch an online course, click the Launch the Course Online icon, which will display the course in a new window. Note: Disable any pop-up blockers prior to launching a course :54:02 PM 4

5 Navigating Thomson Reuters Online Courses (including Download Format) Thomson Reuters courses display in their own window and have the following elements: Retractable Outline By expanding the outline you can jump to a particular chapter, or view which chapters you have already completed. Search Enables you to search for a word, concept, or term. Glossary Displays the key terms used within the course. Tools Displays a calculator tool or other applicable course-related tools. Bookmarks Enables you to bookmark a specific section within the course. You can review bookmarked sections before, during and after you have completed the course. Transcript Displays any dialogue within a course. Help Enables the Help tool within the course. Print Enables you to print any or all sections of the course, including the Glossary. Certificate Displays the certificate of completion you earned by completing the course with a passing grade of 80 percent or better. Exit Enables you to stop the course and exit. You can launch the course again and start where you left off :54:02 PM 5

6 Locating Your History and Certificates of Completion For each course you complete, your Checkpoint Learning account will maintain electronic certificates of completion in the Activity History section. Click Certificates & Documents to view or print electronic copies of your certificate. Micro Mash/PASS Online Support For questions about assigned course lists: For questions about technical issues or certificates: Colleen Warren Customer Support LB&I Learning & Education Thomson Reuters 512 Subject Matter Experts for technical issues Cell: Phone: (option #4 and then #2) :54:02 PM 6