Resource database input tool: Create new resource or a new event process

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1 Financial Consumer Agency of Canada Agence de la consommation en matière financière du Canada Resource database input tool: Create new resource or a new event process The Financial Consumer Agency of Canada (FCAC) is developing a financial literacy resource database that will provide Canadians with a comprehensive listing of financial literacy resources, events, tools and information from various financial education providers, including the public, private and non-for-profit sectors. Submit information with the resource database input tool FCAC invites financial education providers across the country to include their resources and events in the database by submitting information using the Resource database input tool. This tool is the primary method to submit information on your financial literacy resources and events. To submit a resource or event for consideration in the resource database, you need an FCAC account. To learn more about FCAC accounts, please view the Account management process document. This document will clearly outline how to: navigate the resource database input tool dashboard; create a new resource or event; edit an existing resource or event. If you have any questions, comments or require assistance, please contact FCAC at financial.literacy@fcac.gc.ca. Section A: Getting to know the input tool dashboard p. 2 Section B: Input a new resource p. 6 Section C: Input a new event p. 10 Section D: Edit, make a copy or delete a resource or event p. 16

2 Resource database input tool: Create new resource or a new event process Section A: Getting to know the input tool dashboard A1 Each time you log in, you will see a table that summarizes the status of all resources and events entered for your organization. This is your resource database input tool dashboard. 2

3 Section A: Getting to know the input tool dashboard A2 At any time, you can switch between your dashboard (Resources and events link), Account management or view the Terms of use. These links can be found in the upper right hand corner of your page. A3 You can search the dashboard in several ways. You can use each search function separately, or in combination with each other. Regardless of which you use, click on the Search button to start the search. Tip: Click the Clear all button to return to default settings. A4 Search by type: Check or uncheck the box to indicate whether you want to include Resources and/or Events in your search. A5 Search by name: Enter the full or partial name of the resource or event or a keyword within the name. 3

4 Resource database input tool: Create new resource or a new event process A6 Search by status: Using the dropdown menu, choose the status you wish to search by. Status Draft Review Approved Published Expired The resource or event information is currently being edited by the organization. The resource or event has been submitted to FCAC for review. The resource or event has been approved by FCAC and will be published to the database. The resource or event is publicly available in the resource database. The published resource or event is no longer visible to the public. It can still be seen in the organization s dashboard. TIP: If the resource or event is not approved by FCAC, an notification will be sent to the Administrator and the status will be changed back to Draft. A7 You can sort your dashboard by Type, Name, Version, Status, Publish Date, or Expiration Date. Click on each column name to sort by that column. You can sort before or after you perform a search. Version A resource or event submission can go back and forth between Draft, Review,and Approved status multiple times within the same version. It is only when a published resource or event is edited and saved that a new version is created. 4

5 Section A: Getting to know the input tool dashboard Publication Date Expiration Date This option allows you to set a publication date. The publication date is when the information will be publicly available in the resource database. The Status will not change to Published until the date provided is reached. The resource or event will automatically be removed from the publicly available resource database on the date indicated in this field. The information will remain available to the organization and to FCAC and the submission will have a status of Expired. A8 In the Actions column, you can perform several actions. Please see Section D for more information. A9 Tip: Organization Administrators can also submit directly from the dashboard by clicking the Submit button in the final column. 5

6 Resource database input tool: Create new resource or a new event process Section B: Input a new resource B1 To enter a new resource into the database, click on the Create new resource button. B2 Follow the instructions at the top of each page for more information. Fields marked with a red asterisk (*) are mandatory TIP: You can hide the instruction box by clicking the Hide instructions button. Click Show instructions to reverse this action. 6

7 Section B: Input a new resource B3 Begin with the Resource information tab and enter the information requested. TIP: You must first Save the Resource information tab before you can proceed to the Resource details tab. 7

8 Resource database input tool: Create new resource or a new event process B4 Click on the Resource detail tab and enter the information. B5 If you wish to link the resource to an event you or another at your organization have entered into the database, click on the Related events tab. This step is optional or can be done at a later date. B6 To save a draft of the information, click on the Save button at the top or bottom of any page. This will also allow you to continue entering information about the resource at a later date. Note: the Save button does not submit the resource to FCAC for approval and publishing in the database. The organization s Administrator must click on the Submit button to send to FCAC for review and approval to be posted to the database. Click on Cancel to clear the text entered on the page since you last hit Save. 8

9 Section B: Input a new resource B7 Delegates: If you have finished entering all the information and would like the resource submitted to FCAC, notify your organization s Administrator. Tip: Only your organization s Administrator can submit resources and events to FCAC for review and approval. 9

10 Resource database input tool: Create new resource or a new event process Section C: Input a new event C1 To enter a new event into the database, click on the Create new event button. C2 Follow the instructions at the top of each page for more information. Fields marked with a red asterisk (*) are mandatory TIP: You can hide the instruction box by clicking the Hide instructions button. Click Show instructions to reverse this action. 10

11 Section C: Input a new event C3 Click on the Event information tab and enter the requested information. TIP: You must Save the Event information tab before you can proceed to the other tabs. 11

12 Resource database input tool: Create new resource or a new event process C4 Click on the Event details tab and enter the requested information. C5 To enter information about the event time, date and location, click on the Event schedule tab. Click on the Add new scheduled event button. 12

13 Section C: Input a new event C6 Enter the requested information for the event and click on Save. Note: you must either choose Virtual event or In-person event by checking the appropriate box under each title. The Venue box is checked by default. C7 You will see a summary of the schedule details you have just entered for the event. C8 Option: Add a reoccurring event within the same entry. If your event takes place in the same location, at the same time over a period of time, click on the Add recurrence button on the right-hand side of the screen and enter the recurrence details. 13

14 Resource database input tool: Create new resource or a new event process C9 You must enter the Recurrence pattern and the Range of recurrence. Click on Save to save the recurrence information. Click on Cancel to exit this activity. C10 Once saved, you can go back and Edit or Delete the information. C11 Option: Add another scheduled event with the same event information and details. If you are offering the same event, but at another location, you can simply create a new event by clicking on the Add new scheduled event button. This saves you the time of re-entering the event information and event details again. The entry will show up as its own entry in the resource database. 14

15 Section C: Input a new event C12 If you wish to link the event to a resource you or another at your organization have entered into the database, click on the Related resources tab. This step is optional or can be done at a later date. C13 At any time while entering information, click on the Save button. This will permit you to continue entering information about the event at a later date. Note: the Save button does not submit the event to FCAC for approval and posting in the database. The Administrator must click on the Submit button at the top or bottom of any page to send to FCAC for review and approval to be published to the database. C14 Delegates: If you have finished entering all the information and would like the event submitted to FCAC, notify your organization s Administrator. Tip: Only your organization s Administrator can submit resources and events to FCAC for review and approval. 15

16 Resource database input tool: Create new resource or a new event process Section D: Edit, make a copy or delete a resource or event D1 You can perform up to four different actions in the Actions column, depending on the status of your entry. Actions View Edit Duplicate Delete D2 Clicking on the magnifying glass icon will allow you to view an entry. This option is available for every status except Draft status. D3 Clicking on the pencil icon will give you access to the edit screen where you may edit, save or submit a product (based on your role s accessibility). Tip: Only an Administrator can submit resources or events to FCAC for review and approval. D4 If the resource or event you want to edit is already published, a new version is automatically created when you hit Save in the edit screen. TIP: For the new version to be published, it has to be submitted to FCAC again for review and approval. 16

17 Section D: Edit, make a copy or delete a resource or event D5 Clicking on the copy icon will allow you to duplicate an entry to create a new submission with the same data. You can then proceed to edit the new entry. D6 Clicking on the X icon will delete the entry from the dashboard. Once deleted, the entry cannot be retrieved. Tip: Only entries with the Status of Draft can be deleted. 17

18 Resource database input tool: Create new resource or a new event process 18

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