Fiscal Intermediary Traking Assistant Broker Training Course – Part II

Fiscal Intermediary Traking Assistant Broker Course - Part II
This Part II Broker course talks more specifically about using the Broker FI Traking Assistant application. In order to answer the questions within this course, this course requires the use of the training appliance.This is meant to help brokers learn how to maneuver and function through the training appliance, forcing them to look within the appliance to find the specific answers to the questions asked. This course takes approximately 30-35 minutes to complete.
Module 1 Introduction
This module gives a short explanation of another support feature that is offered by Acumen Appliances before getting into the Part II course.
Unit 1 Introduction to Support Forum
Module 2 Individual Demographics Tab Tasks
This module involves brokers going into the Individuals Demographics tab in their Broker FI Traking Assistant Application and being able to answer specific questions based on what they see and can do in the lower tab menus.
Unit 1 Individual Demographics Tab
Unit 2 Individual Demographics Task Quiz
Module 3 Individual Habilitation Plans Tab Tasks
This module involves brokers going into the Individual Habilitation Plans tab in their Broker FI Traking Assistant Application and being able to answer specific questions based on what they see and can do in the lower tab menus.
Unit 1 Individual Habilitation Plans Tab
Unit 2 Individual Habilitation Plans Task Quiz
Module 4 Individual Budgets Tab Tasks
This module involves brokers going into the Individual Budgets tab in their Broker FI Traking Assistant Application and being able to answer specific questions based on what they see and can do in the lower tab menus.
Unit 1 Individual Budgets Tab
Unit 2 Individual Budgets Task Quiz
Module 5 Acumen Appliances FAQ
This module discusses what the Acumen Appliances FAQ is, where you can find it, and how it is a useful tool for you to use as a broker.
Unit 1 Acumen Appliances FAQ
Unit 2 Acumen Appliances FAQ Quiz
Module 6 User Profile Application
The User Profile application is where users can go to see and edit their contact information from their name, to their email, to their address, to their phone number, and even to their account password.
Unit 1 User Profile
Unit 2 User Profile Quiz
Module 7 User Directory Application
The User Directory application lists all of the individuals, SDA staff, brokers, and administrators within the system. However, only administrators have the ability to see all of the users in the User Directory. This concept, as well as the capabilities within this application, will be further explained in this module.
Unit 1 User Directory
Unit 2 User Directory Quiz
Module 8 Users Online Application
The Users Online application shows current, active online users, in addition to users who were active within the past day, week, and month.
Unit 1 Users Online
Unit 2 Users Online Quiz
Module 9 FI Traking Assistant Broker Part II Training Course Survey
FI Traking Assistant Administrator Part II Training Course Survey
Unit 1 Broker Part II Training Course Survey
Unit 2 Survey Completion