EMPLOYEE USER S GUIDE

Transcription

1 EMPLOYEE USER S GUIDE AN INNOVATIVE APPROACH TO TRAINING RECORDS AND CREDENTIAL TRACKING

2 Welcome to the MBI Training Vault, a tool that is designed to make the process of tracking and documenting training records easy, organized, accurate, and accessible. The MBI Training Vault is a value added membership service which can only be accessed by MBI members. This internet-based credential tracking system will give company management, as well as employees, easy access to training records. Within the MBI Training Vault, there are two types of users for your company: ADMINISTRATOR and EMPLOYEE. The ADMINISTRATOR has access to the training records of all of their company s employees. In addition, the ADMINISTRATOR is able to add company training classes, add and remove employees, and edit information. NOTE: Each company is assigned one ADMINISTRATOR username and password. It will be left to the company to decide whom has access to that username and password, and therefore has access to all administrator capabilities. Each EMPLOYEE has access to their own training records, including their completed training, Master Builder Designation status, and credentials. The EMPLOYEES are able to register for classes offered by MBI and their company. NOTE: We are only able to grant login access to employees whom MBI has an address on file for. The training that is extracted from the MBI database dates back to Adding past courses that were provided by your company or a 3rd party provider encouraged in order to reap the maximum benefits of the MBI Training Vault. As a service, MBI will enter all of your past training courses into the Training Vault. To have all of your company training records included, please see your company administrator. As an employee of an MBI member firm, the MBI Training Vault allows you to look up your individual training records, print your training reports, conduct course searches, and so much more. If you have questions regarding the MBI Training Vault, please contact Tom Fulcher at or tfulcher@mbionline.com. Page 2

3 Table of Contents 1. Introduction... 4 A. Log into Training Vault B. Privacy 2. View Personal Training Records A. View Your Completed Training B. View Your Profile C. View Your Credentials 3. Run Reports... 5 A. Completed Training Report B. Master Builder Designation Report 4. Upcoming Courses... 6 A. View / Register for Upcoming Courses B. Drop a Course 5. Log Out of Your Account... 6 Page 3

4 1. Introduction A. Log into Training Vault I. Go to mbi.trainingvault.com. Employee II. Enter your Employee username and password. B. Privacy I. The MBI Training Vault extracts records from the association s membership database. EMPLOYEE access to their personal training records require an address in order to establish login credentials. II. As an employee user of the MBI Training Vault, you are only able to view your training information. Your Login Page training records will not be accessible to any other employees of your company, except those with administrator access. Users of this system who are employed by other MBI members will not be able to view or access your training records in any way. 2. View Personal Training Records A. View Your Completed Training I. Click on Dashboard. II. Your completed training will be listed. III. To view details of a completed course, click on the next to the course. B. View Your Profile I. Click on Dashboard. II. Your profile will be listed at the top of the page, along with your Master Builder Designation status. a. If you would like to enroll in the Master Builder Designation program, please send an to tfulcher@mbionline.com. Dashboard b. If there is personal information that is missing or incorrect in your profile, send an with the corrected information to tfulcher@mbionline.com. Page 4

5 C. View Your Credentials I. Click on Dashboard. II. The bottom portion of the page will show a list of your Completed Training. III. If there is a credential such as a certificate or wallet card associated with a course, it will be indicated with a next to the course. IV. To view the credential, click on the. 3. Run Reports A. Completed Training Report I. Click on View / Print Training Reports. II. Click on Training Report. III. The Completed Training Report will be displayed for saving or printing. B. Master Builder Designation Report I. Click on View / Print Training Reports. II. Enter your last name in the box and click Search. III. Click on MBD Report. Detailed Information IV. The Master Builder Designation Report will be displayed for saving or printing (if applicable). Note: The Master Builder Designation information will only be displayed for those employees who are currently enrolled in the program. To enroll in the Master Builder Designation program, send an to tfulcher@mbionline.com to request an application. Completed Training Report If you are not enrolled in the Master Builder Designation Program but would like to be, please contact Tom Fulcher at tfulcher@mbionline.com or (515) Master Builder Designation Report Page 5

6 4. Upcoming Courses A. View / Register for Upcoming Courses I. Click Upcoming Courses. II. The list of upcoming courses will display in chronological order. III. To search for a course, select the Course Name and/or Location from the drop-down box, or type the name of the course in the box provided. IV. Click Search. V. To register for a course, locate the course on the list, click Register and confirm that you want to be enrolled in the course. This will send an to MBI requesting your enrollment in this course and the Register link will change to Registration Pending. Please allow two business days. VI. Once you are registered by MBI, the Registration Pending link will change to Drop. B. Drop a Course I. Click Upcoming Courses. II. The list of upcoming courses will display in chronological order. III. To search for a course, select the Course Name and/or Location from the drop-down box, or type the name of the course in the box provided. IV. Click Search. V. Locate the course you wish to drop from the list. Click Drop and confirm that you want to be removed from the course. This will send an to MBI requesting your removal from this course and the Drop link will change to Drop Pending. Please allow two business days. VI. Once MBI cancels your registration, the Drop Pending link will change to Register. 5. Log Out of Your Account A. To log-out of your account, click on the lock in the upper right corner of the screen. Upcoming Courses For additional information or if you have any questions about the MBI Training Vault, please contact Tom Fulcher at tfulcher@mbionline.com or (515) Page 6

7 Page 7

8 Master Builders of Iowa 221 Park Street P.O. Box 695 Des Moines, Iowa (800) (515) Fax: (515)