Credit Union Administrators

What is a credit union administrator?
A credit union administrator or training approver is someone in charge of monitoring the training of employees at the credit union. Rights can be established that allow the administrator to view student transcript activity, as well as current work in progress.

Administrator features are located under the Administrator mode (hammer icon). You have access to update specific fields of your staff’s ‘Personal Information’ and you may edit Manager and training approver info.

As an Administrator, we have included you in our e-mail update group. Types of communications you will receive include: a) new modules/exams available online; b) revised modules/exams available online; c) procedural changes; d) information on technical circumstances (e.g. when site goes down/up); e) any information that is pertinent to our web-based training programs.

How are administrator rights established?
After you have registered as a student, just e-mail us at CPDOnline@cuna.com and request that your rights be established. You will be notified via email when these options are available to you. To obtain step-by-step instructions for the administrator features on the system, click on the link below.

Step-by-Step Instructions for Administrators [PDF]

How many administrators can we have?
At this point there is no limit to the number of administrators allowed for a credit union. Keep in mind that these individuals will have access to all student grade information and these rights should be limited to those who would normally have access to this information. Also, each administrator has access to records of all students within the credit union. We cannot “assign” certain students to specific administrators.

As an administrator, how do I view a transcript for an individual?
Click on Manager Mode (person icon). Within the Getting Started box on the left-hand side of the screen, click on select another user or workgroup. This will list all students at your Credit Union that have activity on our system. Enter the students name in the search box and then select them. Click on View users training transcript. If you would like to print the student’s transcript, click on Printable Transcript.

As an administrator, how do I view a transcript for the entire credit union?
Click on Administrator mode (hammer icon). Click on Learn and then Global Transcript Report. Fill in the appropriate parameters for the information you are requesting and click See Report. Parameters include: courses and/or certificates, paper-based and/or online activity, date range, and program selection (ex: STAR, MERIT, VAP, CU Advance,etc.)

Note: If your parameters include a large amount of data, the report may take a few minutes to run. Please be patient – do not try to resubmit the report. This may cause a slow down in the system. If you require more than two years of data, please contact CPDOnline@cuna.com to request this report.

As an administrator, do we need to load our students into the system?
An administrator can load their students into the system if they wish, however, standard practice would be for the students to register themselves. If you elect to register your staff ahead of time, you will need their Social Security Number and you’ll have to create a Student ID and Password for each student.

Can a student be deleted or deactivated from the database?
If the Credit Union Administrator calls and requests that we deactivate a student, we will change their 'ACTIVE' status to 'INACTIVE' blocking them from entering the system; however, we do not delete any statistical information. This activity cannot take place without a telephone call or e-mail to CPDOnline@cuna.coop.