Commercial Cards Learning and System Support (CLASS)

Transcription

1 Citi Commercial Cards Learning and System Support (CLASS) Quick Reference Guide January 2018 Treasury and Trade Solutions

2 Table of Contents CLASS Overview...3 To Access CLASS...3 CLASS Navigation...4 Register for Computer-Based Training or Reference Document...5 Register for and Launch a Citi Training Webinar...7 Cancel a Citi Training Webinar Registration...9 Print Certificate of Completion

3 CLASS Overview A complete suite of training resources is available from Commercial Cards Learning and System Support (CLASS), Citi s Learning Management System (LMS). CLASS 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 Citi Training Webinars which provide online instructor-led training for our tools. Once you ve finished with your training, you can access and print a Certificate of Completion. To Access CLASS 1. From the CitiManager Site Home screen, expand the Web Tools section. The web tools options display. 2. From the Web Tools section, click the Citi Commercial Card Learning and System Support (CLASS) link. The CLASS Home screen displays. CitiManager Site Home 3

4 CLASS Navigation Description 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 Quick Links Use these links to access your Training Transcript and Training Schedule Complete Registration This section displays a list of courses you have completed. Click the More link to display additional completed courses. CLASS Home 5. Catalog Use the catalog subcategory links to access computerbased training (CBTs), user guides and register for instructor-led webinars. 6. To Do This list displays the courses and documents you have registered for and also those in progress. To open a reference document or start/re-start a course, click the Start button from this list. 7. Start Click the Start button to begin or re-start a course. 8. 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. 9. 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. 4

5 Register for Computer-Based Training or Reference Document 1. From the CLASS Home screen, click the desired catalog link to browse the course and reference documents available, OR To search for a specific CBT module or reference document, in the Search field displayed in the upperleft corner, type your search criteria and then click the search arrow. Example: Type CitiManager CBT or CitiManager User Guide. The activity list displays. CLASS Home Search and Catalog Categories 2. To register for a CBT module or reference document, select the activity name then click the Register button. Note: For CBT modules you may need to click the expand arrow that displays to the left of the activity name so the most current version displays under the parent activity name. Registration Process Select Activity and Register Use the page forward and back buttons to navigate through the complete list of resources. You can also use the Search feature within a category to narrow the list. The Registration Process screen displays. 5

6 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 Submit Registration 4. Once you have registered for an activity/resource, click the Start button from the Activity Details screen or the To Do list on the CLASS Home screen. Registration Process Activity Details Start Activity If you selected a reference document, it opens in a new window. If you selected a CBT, the description window displays. Continue to Step Click the Next button. The CBT launches in a new window. Registration Process Next (CBTs Only) 6

7 Register for and Launch a Citi Training Webinar 1. From the CLASS Home screen, click the Citi Training Webinars category link displayed in the Catalog section. A list of instructor-led webinars displays. CLASS Home Citi Training Webinar Category 2. Click the expand arrow that displays to the left of the parent webinar name to display the list of webinar dates for the desired course. 3. To register, select the desired webinar date and then click the Register button. The select and submit screen displays. Registration Process Select Activity and Register 4. Select the radio button for the desired date. 5. Click the Submit button. The Activity Details screen displays a confirmation message at the top of the screen. Registration Process Select and Submit 7

8 Registration Process Activity Details Confirmation 6. Click the Done button. The CLASS Home screen displays and the webinar date and link is added to your To Do list. A confirmation is sent with a link that can be used to add the webinar date/time to your Outlook calendar. Note: You will be sent an reminder ten minutes prior to the scheduled start time of the webinar. To launch the webinar, you must log back into CLASS. 7. When the webinar is scheduled to begin, log back in to CLASS and click the date link displayed in your To Do list. The Activity Details screen displays. CLASS Home To Do 8. Click the Start button. Note: The Start button will not be active until ten minutes prior to the scheduled start time of the webinar. Activity Details Start Activity 8

9 Cancel a Citi Training Webinar Registration 1. From the CLASS Home screen To Do list, click the training activity date link. The Activity Details screen displays. CLASS Home To Do 2. Click the Cancel button. The Cancellation Confirmation screen displays. Cancel Registration Activity Details Cancel Activity 3. Click the Cancel Marked button. The Activity Details screen displays. Cancel Registration Cancellation Confirmation Cancel Marked 4. The registration has now been canceled. Click the Learner tab at the top of the screen. The CLASS Home displays. Cancel Registration Activity Details Cancellation Confirmation 9

10 Print Certificate of Completion Once you have completed a course or viewed a reference document, it will appear on your transcript and you may print a Certificate of Completion. 1. From the CLASS 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. CLASS Home Complete Registration 2. To view a Certificate of Completion, click the Diploma icon for the desired activity. The Certificate of Completion opens in a new window. Training Transcript 10

11 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. When you are finished, click the Close button. Certificate of Completion Treasury and Trade Solutions citi.com/treasuryandtradesolutions 2018 Citibank, N.A. All rights reserved. Citi, Citi and Arc Design and CitiManager are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world GTS /18