1. From the home screen, click on the Self icon and then Profile Details.

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1 Learner Mode User Guide Learner mode is the most commonly used mode in CPDOnline. Learner mode provides users with access to their training information, messages, and performance-related data. In CPDOnline, a user whose account has Active and Logon enabled options selected on the User Properties page will have access to Learner mode. Topics: Updating Your Profile Enrolling in a Learning Activity Cancelling Registrations(s) Viewing Your Transcript Enrolling and Registering for Assigned Training Printing a Certificate Using Universal Search Viewing the Timeline Viewing Exam Responses Creating a Self-Reported Training Activity Signing Out Updating Your Profile: 1. From the home screen, click on the Self icon and then Profile Details. 2. Click the pencil icon to edit profile details like name and address, or click Preferences to change details like time zone. Click View Resume to view or upload your resume.

2 Resume details automatically load.

3 Enrolling in a Learning Activity: 1. Click on the Search icon. 2. Select Find A Course 3. Enter a course code or name, or keywords. 4. Find the appropriate course or exam that fits your needs, click the dropdown button next to Select and click on Register. 5. Select/check box the item(s) you would like to register for and click Next. **Note, your selected activities will appear on the right-hand panel.** 6. Click Submit to process the registration. **Note the step below is only if your course has a cost** 6.2 Select your Credit Union and click Pay Now. *Note Registered learning activities will be listed on your Learner Dashboard. Cancelling Registrations(s): 1. Click on the Self icon, click on Learning, click on Training Schedule. 2. Select or check box the activity you wish to cancel. 3. Click Cancel Registration. 4. Select or check box the activity you wish to cancel and click Cancel Marked. Viewing Your Transcript: 1. Click on the Self icon, click on Reporting, click on Training Transcript.

4 2. When your transcript appears, you can Export to PDF for easy printing. 3. Click on File. 4. On the bottom of the page or upper right you will see: 5. Click on to Print and to Save (you can name the file and select where to save it). Enrolling and Registering for Assigned Training: 1. Click on the Timeline icon. 2. Click the arrow that says Assigned, then click the Register button next to the activity of your choice.

5 3. Click the Submit button at the bottom to complete the registration. **Note, your activities will appear on the right-hand panel.** 4. Congratulations! You have now registered for your assigned training. You can click on the Start button to launch your training from this screen. Click Done to go back to the Learner Dashboard. Printing a Certificate: 1. Click on the Self icon, click on Reporting, click on Training Transcript. 2. Click on the image of the certificate. 3. A pop up will appear and you can print or export to a PDF.

6 Using Universal Search: 1. Click on the Search icon. 2. The Search tab slides open, and you can type in the search box or click on the icons for Find A Course, Find Another Person, Find A Report, Find An Admin Page, Edit Your Profile, or Find An Activity. 3. Entering a topic in the search box will bring up results in all categories. You can click the blue buttons to continue to that item, or click the orange X at the upper left to exit Search. 4. Search results for all categories will show on the screen. You can enroll for a course or activity directly from the results page by clicking the toggle on the Select button. Viewing the Timeline: The Timeline links you to all the learning activities you have registered for as well as any tasks that have been assigned to you and tracks when assignments are due. 1. Click on the Timeline icon. 2. Click on any arrow to see only those items. Click the orange X at the left to close Timeline. 3. Click Past Due to see only items that are overdue. 4. Click on Tasks to see only tasks. 5. Click on the Filter toggle to sort the tasks further.

7 6. Click on All to see all tasks and learning activities together. Viewing Exam Responses: Unfortunately, we are unable to give you a copy of a complete CUNA exam with all answers. This is because we are committed to preserving the integrity for all our online exams. However, you can view the interaction detail for any CUNA exam! These details will show which questions you answered correctly or incorrectly. 1. Click on the Self icon, click on Learning, click on Training Schedule. 2. Click on Completed Activities. 3. Locate the exam to view. Then click the dropdown button next to Options and select View Progress Details.

8 4. You will now see the learning activity progress detail page. To view detailed interaction data, click the small blue icon (towards the middle of the page). 5. You will now see the exam responses or interaction data.

9 Creating a Self-Reported Training Activity: Training activities that you complete outside of CUNA CPDOnline can be entered into the system. For example, if you take a class at a community college, you may enter the class information and it will appear on your training reports. To enter self-reported training: 1. Click on the Self icon, click on Learning, click on Self-Reported Training. 2. Click New. 3. Enter a short Name for the training you completed. 4. [Optional] Enter a code if your company has provided a list of codes. 5. [Optional] Enter a description of this training. 6. Select an appropriate Activity Type for this training. 7. [Optional] Fill out the other entry fields as desired. 8. Click OK. Signing Out: You can sign out by clicking the Self icon in the top toolbar and selecting Signout. The application stores any user preferences that you saved.