the learning centerips-sendero.maplelearn.com/cm/Documents/QuickReferenceGuide.pdf · • Nautilus...

22
the learning center quick start guide FORTUNE Magazine World's Most Admired Companies ® 2014 | 2015 | 2016 | 2017 | 2018 © 2020 Fiserv, Inc. or its affiliates. | CONFIDENTIAL LIMITED

Transcript of the learning centerips-sendero.maplelearn.com/cm/Documents/QuickReferenceGuide.pdf · • Nautilus...

the learning centerquick start guide

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018© 2020 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

Fiserv, Inc.

255 Fiserv Drive, Brookfield, WI 53045800-872-7882262-879-5322

[email protected] www.fiserv.com

© 2020 Fiserv Inc. Or its affiliates. All rights reserved. Fiserv is a registered trademark of Fiserv, Inc. Other products referenced in this material may be trademarks or registered trademarks of their respective companies.

Fiserv is a global organization with more than 14,500 clients and 21,000 associates worldwide and takes pride in its mission to enable clients to achieve best-in-class results. The company is highly regarded for its financial services technology and services innovation, including award-winning solutions for mobile and online banking, payment, risk management, data analytics and core account processing.

© 2019 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

3

The Learning CenterClient Learning Services Portal

Available learning tools and resources to maximize your Fiserv solution. Access the solution training library and catalogs for

support.

Access TLCAccess TLC

© 2020 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018

4

Table of Contentsthe learning center - quick start guide

Navigation & Account SetupLearn how to access TLC and your specific Fiserv business line which contains training content related to your Fiserv product(s).

Sign In & SearchOnce your account is set up, review how to sign in and the various ways to search for content and view the catalog.

Register, Purchase & CompleteReview how to register for and purchase training, view and launch assignments, view history, and print your certificates.

Tips & TricksRefer to these quick tips designed to ensure you have the optimal learning experience within TLC.

© 2020 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018

Open your web browser and go to http://fiserv.maplelearn.com.

• See Tips n Tricks for recommended browser settings.

Navigation & Account Set Up

Access the TLC website. FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018

Review the landing page.

Upon navigation here, the landing (home) page displays as shown on the right.

The vertical column on the left contains information regarding Fiserv as well a list of supplemental links which provide additional information and resources regarding Fiserv.

To the right, are five portal entry points. Each one represents a different Fiserv business line.

Navigation & Account Set Up

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018

Choose a business line.

Next, select the appropriate business line portal for your Fiserv product(s).

Prologue Financials Frontier ReconciliationAccounts Payable Account CertificationFixed Assets Accounting Web AccessGeneral Ledger RecollectorInvestment Portfolio Accounting Administration

Prologue Credit Loss ManagerPrologue Funds Transfer PricingPrologue Risk ManagerManagement Planning & Control (MPC)Vantage Risk & Budgeting Manager

Financial Performance Management Financial Risk Management Financial Control Solutions

Cash and Logistics

• Integrated Currency Manager (ICM)

Payments• PEP+

• PEP+ Basic and Technical• Automated Settlement• SEC Monitor

• Dual Verification• Debit Return• PaymentView Navigator• Same Day Settlement

Enterprise Content Management• Nautilus

Fraud Risk & AML Compliance Management• FCRM• AML Risk Manager

Navigation & Account Set Up

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018

If necessary, refer to the list of Fiserv products on the right to determine which business line to access.

Register for an account.

Upon accessing your business line portal page, you can register for a personal account by selecting the Enroll Here to open the My Account page.

Complete the required fields () and then click the Save button to create your account.

Navigation & Account Set Up

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018

9

Table of Contentsthe learning center - quick start guide

Navigation & Account Set UpLearn how to access TLC and your specific Fiserv business line which contains training content related to your Fiserv product(s).

Sign In & SearchOnce your account is set up, review how to sign in and the various ways to search for content and view the catalog.

Register, Purchase & CompleteReview how to register for and purchase training, view and launch assignments, view history, and print your certificates.

Tips & TricksRefer to these quick tips designed to ensure you have the optimal learning experience within TLC.

© 2020 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018

Sign into the TLC portal.

Once you are registered, you can sign in to TLC anytime, anywhere as long as you have an internet connection.

Finally, click the Sign In button.

In the User ID field, type your email address you used to register with.

In the Password field, type your password you registered with.

If you forgot your password, click the Forgot it? link to reset it.

Sign In & Search

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018

Search for Content.

Click on Search to begin searching for content using one of the several search options available.

Search by Title or DescriptionEnter any characters to search for all content with that character combination within either the title or the description of content.

Search by SolutionClick the drop-down and select any solution within the business line (see page 1 for reference). Select any solution to search for all content related to the selected solution.

Click the drop-down and select one of the options below to search for content based on the style of delivery:

• Instructor Led (Training)• Blended (Training)• Self-Paced Training

Search by Learning Method

This search works in conjunction with the Learning Method search; it is a way to further define the delivery style and search by that method:

If Instructor Led is selected, then the following sub-methods are available:• Classroom• Virtual Classroom• Webinar

If Self Paced Training is selected, then the following sub-methods are available:• Assessments• Online Courses• Pre-recorded Webinar

Search by Sub‐Method Search by PriceSelect a price range from the drop-down to search for content by price.

Sign In & Search

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018

View the catalog.

Sign In & Search

Click on Catalog View to access the full catalog of training that is available.

Each solution has various sections within it which can be drilled down by clicking the +/- symbols.

Courses may also be launched directly from here by clicking directly on the course itself.

Depending on the business you selected when logging in, this catalog view will be different.

For example, the catalog view to the left is a partial listing of the Financial Performance Management and Financial Risk Management catalog.

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018

View the calendar.

Sign In & Search

Click on Calendar View to access all upcoming live scheduled events (classes, webinars etc...) by clicking on either the days or months to display all available events for that period.

Once the scheduled events display, each one can be clicked to view more information and to register for the classes.

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018

14

Table of Contentsthe learning center - quick start guide

Navigation & Account SetupLearn how to access TLC and your specific Fiserv business line which contains training content related to your Fiserv product(s).

Sign In & SearchOnce your account is set up, review how to sign in and the various ways to search for content and view the catalog and calendar.

Register, Purchase & CompleteReview how to register for and purchase training, view and launch assignments, view history, and print your certificates.

Tips & TricksRefer to these quick tips designed to ensure you have the optimal learning experience within TLC.

© 2020 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018

Register & Purchase.

Register, Purchase & Complete

After you select a course, curriculum or workshop from the catalog, click the Register button on the Details window.

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018

On the Payment tab, select your payment type: Redeem Coupon and Validate or pay by Credit Card, and then click Purchase.

View and launch your assignments.

Register, Purchase & Complete

Click on My Assignments to view and access a list of all content for which you have registered.Click a title to open and launch a course.

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018

View your history.

Register, Purchase & Complete

Click on My History to view completions, assessment scores, and CPE hours. Click any title to access detailed history for that item.

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018

Print your certificates.

Register, Purchase & Complete

For training in which you earn a certificate of completion, you can print your certificate from My History.Click on My History, locate your assignment, and click the Certificate link.

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018

19

Table of Contentsthe learning center - quick start guide

Navigation & Account SetupLearn how to access TLC and your specific Fiserv business line which contains training content related to your Fiserv product(s).

Sign In & SearchOnce your account is set up, review how to sign in and the various ways to search for content and view the catalog.

Register, Purchase & CompleteReview how to register for and purchase training, view and launch assignments, view history, and print your certificates.

Tips & TricksRefer to these quick tips designed to ensure you have the optimal learning experience within TLC.

© 2020 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018

Tips n Tricks

The ability to open an on-line course is impossible unless your internet browser’s pop-up blocker is disabled.

TLC is compatible with these browsers: • Google Chrome • Firefox• Safari• Internet Explorer (version 9 and up) 

Use the tips and instructions below if you have problems accessing or viewing content. Otherwise contact your TLC Administrator for further assistance.

Use These Browsers

Disable Pop-up Blockers

Check for Pop-up Blockers on Toolbars and in your Internet Security/Firewall applications too!

Check Firewall and Toolbars

Let Your Browser Have Cookies…

Check for Pop-up Blockers on Toolbars and in your Internet

Security/Firewall applications too!

…but Brush the Crumbs Away!

Sometimes cookies and cache become outdated or corrupt. This can cause problems viewing or accessing TLC or content.

Therefore, try clearing your temporary internet files (cookies & cache) if you ever have any issues.

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018

Make the most of your TLC learning experience.

21FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018© 2020Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

Training Questions?

We can help. Contact us at:

Enterprise Performance ManagementEnterprise Content Management

Compliance and Fraud ManagementPayments

[email protected]

Cash and [email protected]

pothe learning centergoodbye!

FORTUNE Magazine World's Most Admired Companies®

2014  |  2015  |  2016  |  2017 |  2018© 2020 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED