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Tips & Tricks

We've compiled the following information, submitted by Ed Reps and LOMA staff, for your use. These Tips & Tricks will help you as you perform your Ed Rep responsibilities…and just may make your job easier too!

"Remaining for Designation" Report

Want to see how many of your employees need just one more course to earn the FLMI? Or how many need two courses to earn the ACS? The Learning System is already set up for you to do just that.

  1. Log into the learning system as an Ed Rep.
  2. Click on My Reports under your name in the top right corner.
  3. Choose Organization Report — Designation Progress.
  4. Click Run Report.
  5. Enter the date range for when the first course of the designation would have been started.
  6. Enter the Designation name (ACS, FLMI, ASRI, etc.)
  7. Click Run Report.

You will receive a list of the students who are in progress of earning that designation. From that list, you can send a reminder to those students to give them an extra push to continue with their professional development. It's also a great way to budget for the numbers earning bonuses from designations or attending the Annual Conference the next year. Try it!

Budgeting for Next Year

LOMA helps you budget by providing pricing information in Ed Rep Contact. The final numbers for course fees and study materials are always available in the 3rd quarter issue.

You can also run Enrollment Summary Report directly from the learning system to see how many enrollments you've had over a period of time.

  1. Log into the learning system as an Ed Rep.
  2. Click on My Reports under your name in the top right corner.
  3. Choose Enrollment Summary (Ed Rep) — Course, Media Type, Language
  4. Click Run Report.
  5. Enter the date range.
  6. Click Run Report.

You can also run the Enrollment Summary (Ed Rep) — Designations report to see the summary of enrollments for courses in each designation — FLMI, ACS, FSRI, etc.

Tips for Successful Study Habits

  1. Having trouble getting started? Spend some time reviewing the learning objectives and practice questions to help focus your study time.
  2. 1st read: Skim the material without highlighting or taking notes.
  3. 2nd read: Note challenging sections, key terms, & main concepts (pros/cons, relationships, typical practices).
  4. At the end of the chapter or lesson, review the key terms and formulas.
  5. Create note cards or “mind maps” that graphically organize the material.
  6. Don’t skip the figures! Print or note figures that summarize information: lists of formulas, cause-effect diagrams, and comparison tables.
  7. Review Learning Aids and the Top Ten Tough Topics Review on the Course Portal.
  8. Use the interactive practice questions and sample exam, and review the feedback for ALL answer choices.
  9. For incorrect answers, figure out what changes would make it a correct response, if applicable.
  10. Note practice questions that were difficult for later review.

Don’t forget the Law of Diminishing Returns: Sometimes you have to “pass” on a topic, if you feel you just can’t “get” it, even after asking for help. But keep this list short—no more than 5!

Email Reminders Before I*STAR Exams

Students often forget their IDs and passwords that are needed for an I*STAR exam. So, send an email the day before an I*STAR Exam. Remind to bring ID and password. You can even send the email through LOMA's learning system!

What Is Allowed in Testing Rooms?

Recently a student asked if she could take her cell phone into the testing room during the exam. As a reminder, here is a list of what is…and is NOT…allowed in a testing room:


  • Pencil
  • Blank scratch paper supplied by the proctor. (Cannot be removed from the room by the student.)
  • LOMA Calculator (Must have the LOMA logo.)

Not allowed:

  • Books
  • Paper supplied by the student
  • Cell phones, pagers, digital media players, and Personal Digital Assistants (PDAs) e.g., Palm Pilots, BlackBerrys, etc., phones of any kind

A complete list of the I*STAR rules is located on the second page of the I*STAR Certification Form. Please let us know if you have any questions about any of these testing procedures.