Welcome to the Savvy Academy™ Learning Management System (LMS)

IntroductionThe Savvy Academy™ Learning Management System (LMS) is designed to present you with learning opportunities and track your progress.

The materials have been developed to lead you to you toward success and mastery of the topics presented.

We hope you will discover areas of your professional development where you excel and areas that can use improvement.

Logging InWhen you are first enrolled, you will receive an email with a login link. Please create a unique password that you can remember!

For future sessions, your login screen will look like the image at the left. Enter your email and password, and check the “Remember me” box if you don’t want to enter it every time you visit the site.

Click on to enter the portal.

DashboardThere are three components to the LMS: Dashboard, Resources, and Catalog.

The Dashboard displays courses in which you have been enrolled and those you have completed.

It is the default landing place when logging in to the LMS.

CoursesNote the two tabs that appear under your Courses: Enrolled and Completed.

The Progress area indicates whether you have started the course and your current status.

Click on View Details for more information about a course.

DescriptionWhen viewing details about a course, there are three tabs.

The Content tab lists all content that has been included in the course.

The Description tab lists information about the course and the Objectives.

The Certs/Credits tab displays any certifications that will be awarded upon successful completion.

Launch CourseThe course may be launched from the “View Details” area.

Or, return to the Dashboard, and click on Launch under the Action area.

Or, simply click on the Title to start the course from the Dashboard.

Course HistoryClick on the Completed tab from the Dashboard to view your completed courses.

To print a Certificate (if the course qualifies), click on the print link.

In addition, you may Download Your Course History by clicking on the link at the top-right of the Completed tab on your Dashboard.

ResourcesThe Resources tab presents materials that can be downloaded and used for reference at any time. You do not need to be enrolled in a course to use these materials.

Quick Reference Guides and Reference Manuals are included in this area. Managers are also able to access Instructor Manuals for Classroom Training.

ResourcesYou may scroll through the list of Resources, type a search term, or simply browse by category.

After locating the resource you want, click on the Download link to open a read-only copy of the material in your default browser.

CatalogThe Catalog tab displays an alphabetical listing of all available courses.

Just as with the Resources, you may scroll through the Catalog, type a search term, or simply browse by category.

The View Details link takes you to the same information discussed earlier.

To move a class onto your Dashboard, click on Enroll in course.

Comprehensive ExamsA special type of course has been created to allow you to demonstrate your knowledge of a range of topics.

Enroll in the course, and it will automatically appear on your Dashboard.

Comprehensive ExamsAfter launching the course, a warning message appears. If you are not ready to begin, click on Cancel Start. Otherwise, click on Start Exam.

Each question is followed by the course number on which it is based (see example at left). If you have difficulty with a question, you should review that course.

Quick LinksClick on one of the Quick Links in the upper-right area of the screen to quickly view the Catalog, to send Messages to the LMS Administrator or view your Inbox, or to change User Account settings, such as password or job role.

MessagesNew messages appear at the top of your Dashboard.

If you want to hide a message, simply click on the X in the upper-right corner. Once a message is hidden, you may not be able to retrieve it again, so make sure you have read the information!

Branded PortalsWith Savvy Academy™ Pro and Savvy Academy™ ProPlus the firm’s branding can be applied to the portal and login screen.

ManagersBased on the needs of the firm, different roles may be assigned. While most users will have standard “Learner” access, Managers have special privileges including adding and removing Learners from the system, assigning courses, and running reports.

InstructorsInstructors can facilitate Instructor-Led courses or perform other course-specific functions: Status Reports; Download Rosters; and Update a Learner’s Status.

The Instructor may also edit the course content. These options are only available in the courses to which the Instructor has been assigned by a Manager.

Instructor-Led Training EventsThe following types of events may be scheduled:1. A single class2. A multi-session course – the learner

must attend all to complete3. Repetitive offerings of the same

course – the learner may choose which to attend

4. Blended learning – a combination of Instructor-Led and web-based learning materials

Email Notifications/CalendaringWhen a learner is enrolled in a course, an automatic email can be generated.

If it is an Instructor-Led event, it can be added to the learner’s calendar directly from the email message.

Automatic reminders may be created.

Learning PathsLearners may be assigned a series of courses that must be completed in a specific order.

Savvy Academy™ LMS

eLearning

Exams

Reporting

Reference Materials

Instructor-Led

Events