Simulated Training Environment

edu-simulated

Bedrock Community Credit Union

With the Bedrock Community Credit Union simulated training environment, CU*BASE users can practice using the software without the worry of affecting real member data. Bedrock is set up just like a real credit union, but without links to outside vendors. This shared training resource is available to all online credit unions free of charge. Users can add members, modify accounts, and conduct transactions. Configurations are generic, using settings typical to most online clients, and access is limited to basic member service, lending, and accounting functions. Whether introducing new employees to CU*BASE or helping existing employees practice new skills, the Bedrock Community Credit Union training environment is perfect for keeping CU*BASE users up to speed on the tools they’ll use every day to serve their members. To request credentials to access Bedrock, contact the CU*Answers Client Services & Education team at education@cuanswers.com. Visit CU*Answers to learn more about this resource.

CU*BASE Custom Training Edition

Unlike Bedrock Community Credit Union, which is used by all CU*Answers online clients, CU*BASE Custom Training Edition (CTE) is a training environment used exclusively by the subscribing credit union. CU*BASE CTE is customized to mirror the subscribing credit union’s live environment. For a one-time setup fee plus a monthly maintenance fee, clients can have a copy of their own membership data set up as a training environment, available only to their credit union employees. CU*BASE CTE gives credit unions a safe place to practice using CU*BASE tools, learn new skills, and experiment with new features without the worry of affecting their live member data. And since it’s a copy of a credit union’s actual files, both the product configurations and member accounts will be familiar and will behave like they do in the credit union’s day-to-day environment. Whether introducing new employees to CU*BASE or helping existing employees practice new skills, CU*BASE CTE is perfect for keeping credit unions up to speed on the tools they’ll use every day to serve their members. Learn more by visiting the CU*Answers Store

Exercises for Success

Designed for use with CU*BASE simulated training environments, this workbook series offers new CU*BASE users practical experience with common CU*BASE tasks. The series comprises three workbooks that reinforce key areas of credit union operations: member service, teller processing, and lending. Each workbook includes helpful instructions that guide learners in selecting appropriate accounts for use while practicing the activities covered in the booklet. Activities are based on common member scenarios and are followed by a knowledge check that learners can use to gauge their progress. The workbooks can be downloaded as PDF booklets here:

 

Updated
February 18, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Monday, April 9 2:30 PM – 3:00 PM ET This Month’s Focus CU*BASE User IDs Join Stephanie Raven of the Client Services and Education Team, as she takes a look at CU*BASE User IDs.  During this webinar, Stephanie will discuss the following: Tool number to reset Password requirements Security officer role for resetting passwords Don’t… Read more »

Mar 22, 2018

Get Registered for CU*Answers University Week!

Get Registered for CU*Answers University Week!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Coming next week, February 5-9 Don’t forget to register for our most timely and relevant courses condensed into one week!  Each of these courses is a web conference, and attendance is FREE! Courses will include presentations from: Human Resources/ORD SettleMINT EFT Internet Retailer Support Center (IRSC) Client Services and Education… Read more »

Feb 1, 2018

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, January 9 2:30 PM – 3:00 PM ET This Month’s Focus Member Statements Join Stephanie Raven and Tim Droese of the Client Services and Education Team, for an Education Express session on making a splash with Member Statements!  During this month’s session, Stephanie and Tim will discuss the following: Timing and Scheduling Selecting Onserts… Read more »

Dec 21, 2017

Take a Look at the CU*Answers University Courses for January!

Take a Look at the CU*Answers University Courses for January!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  Take a look at the courses we have coming up in January! Thursday, January 4 11:00 AM – 12:00 PM ET, web conference CU*BASE Employee Security   Monday, January 8 3:00 PM – 4:00… Read more »

Dec 20, 2017

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, December 13 3:00 PM – 3:30 PM ET This Month’s Focus CU*BASE Security Procedures Join Charlie Dean of the Client Services and Education Team, for an Education Express session on CU*BASE Security Procedures, specifically regarding what to do when an employee leaves your credit union.  Charlie will discuss the following topics: Deleting a User… Read more »

Nov 30, 2017

Take a Look at the CU*Answers University Courses for November!

Take a Look at the CU*Answers University Courses for November!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  Take a look at the courses we have coming up in November! Friday, November 3 11:00 AM – 12:00 PM ET, web conference Managing Delivery Channels   Monday, November 6 2:30 PM – 4:00… Read more »

Oct 18, 2017

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, October 17 2:00 PM – 2:30 PM ET This Month’s Focus Imaging Solutions Join Kyle Karnes for an Education Express session on the importance of indexing documents, how to find documents that are not indexed in iDoc Vault, and Credit Union document due-diligence. Don’t miss this FREE webinar! Get Registered

Oct 10, 2017