Refreshing Your Training Library

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Screen ID:  PRFRSHTR-01
Screen Title: Refresh Training Library
Panel Number 3525
Accessed by Tool Number:

5194

 

This feature makes it easy to set up a separate set of member files that your staff can use when they are learning CU*BASE, with a copy of your actual accounts so that staff can experiment, open and close memberships and sub-accounts, post-test transactions, and basically play around without risk to your live member data.

IMPORTANT: This feature is designed for self-processing credit unions only, not service bureaus like our cuasterisk.com partners who serve multiple credit unions from the same iSeries. The process allows for one training library per iSeries system.

For step-by-step instructions on refreshing training files and also setting up the proper user IDs, device configurations, etc., refer to the Setting Up and Maintaining a Training Library booklet.