Managing Professional Development

LOGIN ID / Password / Organizational Numbers

• Learning System – Go to www.loma.org then "Visit Our Learning System" in the top right corner
• New Account – Click Don't have an account? Start here
• Forgot Login ID – Click on "Forgot Login ID?" to receive the Login ID via email
• Forgot Password – Click "Forgot Password?" to receive a temporary password
• Organizational Numbers – Provide your company’s LOMA Organizational number to your employees when they create new accounts so they can receive the correct pricing

Student Records

• Search Records – Go to the Educational Representative Tab, then People Tab
• Reports - Run reports on enrollments, awards, grades, etc. at https://edreptools.loma.org/

Course Catalog / Enrolling

• Online Catalog - The course catalog in the learning system provides descriptions, information on course length and course type for all professional development courses and designations
• Shopping Cart – Enroll several students and purchase enrollments at one time
• Batch Enrollments – Enroll many individuals at one time at https://edreptools.loma.org/
• 6 Month Access – Students can access all courses (except paper exam enrollments) for 6 months
• Course Extension – Reenroll within one month of course access period to receive discounted course extension for another 6 month access period
• Translated System – The learning system is available in English, French, Spanish Traditional and Simplified Chinese

Ed Reps can access all reports using the centralized Ed Rep Tools utility. Reports for Ed Reps located in Ed Rep Tools include:

• Current Enrollments — Lists students currently enrolled
• Official Grade Report — Shows grades within a specified date range
• Grades + Awards — Shows grades and awards earned with completed course within a specified date range
• Awards Report — Lists awards earned within a specified date range
• Credentials Master List — Lists all LOMA designations held by all students within the Ed Rep's organization, provided their learning record exists in LOMA's learning system
• Exam Site List — Shows all exams sites, addresses, proctor contact information, and enrollments with the Ed Rep's organization
• Did Not Reenroll — Lists students who failed a course or whose course access expired within a specified date range AND who have not yet re-enrolled for that course
• Duplicate Course Enrollments — Lists students who have enrolled in the same course more than once, and whose most recent enrollment in the course is within a specified date range
• Enrollment Summary Report — Displays counts of enrollments by Course, Media Type, and Language for a specified date range
• Pass Rates — Lists the pass rate percentage by course for all proctored designation courses (paper or I*STAR) taken within a specified date range
• Remaining for Designation — Lists students who are 3 or fewer courses away from a designation
• Student List — Lists the active students at the selected Organization(s) and the date of their most recent enrollment
• Proctor List — Lists the active users at the selected Organization(s) who are designated as proctor
• 3rd Party Admission List — Lists all users who are currently enrolled at a 3rd Party Exam Site associated with an Ed Rep's Organization(s)
• Enrollment By Date — List of students enrolled in the selected date range. The courses may be passed, failed, expired, or in an enrolled status.
• Accounts Created – List of students whose accounts were created within the specified date range

These reports provide information on individuals whose learning records exist within LOMA's learning system. If a user's record does not appear in the system, contact LOMA's Office of the Registrar for assistance.

Accessing Ed Rep Tools Reports

1. Go to http://edreptools.loma.org/.
2. Click on Ed Rep Reports in the middle of the screen.
3. Enter your Login ID and password.
4. Click on Organization List. All the Organizations for which you have access will appear.
• Choose all of the orgs in the list by clicking Select All.
• Or, check the boxes next to specific orgs to run reports on only those locations.
5. Click Done.

Working with Ed Rep Tools Reports

Reports without Date Range Requirements

1. Choose the report you want from the dropdown menu.
2. Click View Report.

Reports with Date Range Requirements

1. Choose the report you want from the dropdown menu.
2. Enter the date range.
3. Click View Report.

Tabbing Through the Report

If your report is more than one page, click the arrows in the middle of the screen to scroll through the report.

Exporting and Printing

Click on the Export to CSV button to view the report in Excel or other options. You can then save, sort or print the information.

 

Click the button and follow the steps to quickly and easily batch enroll students in LOMA courses.

How do I access LOMA’s learning system?

To access the system, go to https://learning.loma.org and enter your login credentials.

• Login to the learning system

How do I contact LOMA?

If you have questions about the learning system, call 1-800-ASK LOMA, option 1, or 770-984-3761—or send us an email.

• Email education@loma.org

I am a new Ed Rep for my company. How do I get Ed Rep privileges in the system?

You’ll need an account in the system and Ed Rep privileges. A LOMA administrator will provide you with Ed Rep privileges after you complete and send in the Educational Representative Request Form. For more information, use one of the options shown above in “How do I contact LOMA” to contact us.

• Download the Ed Rep Application

I forgot my login ID. How can I retrieve it?

1. From the login screen, click on the “Forgot Login ID?” link.
2. Enter your last name and email address.
3. Click the “Get Login ID” button.
4. If the last name and email address match our records, your Login ID will be emailed to you.

If you do not receive an email with your Login ID within 10 minutes, please contact the Contact Center for additional assistance at education@loma.org.

• Watch a tutorial on retrieving your username or resetting your password

How do I change my Login ID?

1. Log in to the system using your current Login ID and Password.
2. From the “Learning Home” page, click on your name in the top right of the screen.
3. Click on the “My Account” dropdown menu that appears under your name.
4. Click on the “Edit Login ID” button that appears on the “My Account” navigation bar.
5. Enter your current Login ID.
6. Enter new Login ID.
7. Confirm new Login ID.

You should receive a message at the top of the page that your Login ID was updated. Your new Login ID will now be used when logging into your account. If you do not receive a message that your Login ID has been updated, please contact the Contact Center for additional assistance.

I forgot my password. How can I reset my password?

1. From the login screen, click on the “Forgot Password?” link.
2. Enter your login ID and click "Continue."
3. Enter the email address from your profile, then click Get Temporary Password to have a temporary password sent to your email address.

• Watch a tutorial on retrieving your username or resetting your password

How can I change my password?

1. Log in using your current Login ID and Password.
2. From the “Learning Home” page, click on your name in the top right of the screen.
3. Click on the “My Account” dropdown menu that appears under your name.
4. Click on the “Edit Password” button that appears on the “My Account” navigation bar.
5. Enter your Current Password.
6. Enter New Password.
7. Confirm New Password.
8. Click Save.
9. You should receive a message at the top of the page that your password has changed.

How do I search for students?

1. Log in to the system
2. Select “Educational Representatives” at the top of the screen. The navigation menus (“Learning Home”, “Upcoming Learning”, etc.) will be replaced by the “People” menu.
3. Under the “People” menu, use the “Manage Users” search functionality to locate a learner’s record.
4. Specify your search parameters, and click the “Search” button.

You can use any of the available search parameters to narrow your search for the learner, including:

• Last name and/or first name
• Test ID (a unique system-generated ID equivalent to the Student Number from the LOMANET exam administration system)
• Employee ID (an optional ID that is used internally by your company to ID learners)
• Login ID
• Birth date
• Email address
• Organization (either a portion or all of the Org’s name or the Org’s numeric ID)
• City, state, or country (click “See more search criteria” to see these).

How can I view a student’s course history or progress?

Follow the instructions in “How do I search for students?” to search for a learner. On the “Action” menu, choose “View Transcript” and click the “Go” button. The learning history will appear. You can filter the data by Type (such as Designation Course or Short Online Course) and/or by Status (Started, Completed, etc.). Click “Manage Users” in the breadcrumb trail, or click the “People” menu to return to the “Manage Users” page.

How do I enroll students?

Follow the instructions in “How do I search for students?” to search for a learner. On the “Action” menu for that learner, choose “Learning Catalog” and click “Go” to search the catalog. Click the link for the desired course, and on the course details page, click the “Add to Cart” button. Click “Search Results” or “Browse Learning Catalog” to locate other courses to add to the cart for this learner. You can also repeat the above steps to add courses for other learners to the cart. When you are finished shopping, click on the “Shopping Cart” icon at the top of the screen to complete your purchase. As an Ed Rep, you can choose to pay for the selected courses via credit card or by invoicing to your company.

How can I bill my company for enrollments?

On the “Payment Options” page of the shopping cart, select the appropriate account code from the “Bill My Company” list near the top of the page. If you don’t see the “Bill My Company” list, use one of the options shown in “How do I contact LOMA” above to contact us for assistance.

Note that, if “Bill My Company” is typically available to you in the shopping cart, but it is not for the current transaction, then it is likely that there is no account code that covers all items in the shopping cart. An account code will appear only if it is applicable to all items in the cart.

In the shopping cart, what are Promotional Codes and Order Discount Codes?

Promotional codes provide reduced pricing for a single item, such as a short online course. If LOMA provided you with a promotional code for an item, enter the code in the “Promotional Code” field next to that item in the shopping cart.

Order discount codes provide reduced pricing for an entire order. If LOMA provided you with an order discount code, enter it in the “Order Discount Code” field near the bottom-left of the shopping cart page.

Once you’ve entered any promotional codes and/or order discount codes, click the “Apply Discount or Promotional Code” button. The order total will update to reflect the promotional pricing provided by all valid codes.

In the shopping cart, what is the Accounting Code field?

You company can use the accounting code internally for chargeback or other purposes. The code will appear on your invoice if your company uses invoicing.

Where can I locate a receipt for an enrollment?

To view the purchases for an individual learner, or locate a receipt: Search for the learner using the instructions above in “How do I search for students?”. Choose “View Purchases” in the Action dropdown for that learner, and click “Go” to view the learner’s entire purchase history. Click “View Details” to view or print the details for a purchase.

Any purchases that you’ve completed on behalf of your learners will also appear in your own purchase history, which is located at the bottom of your learning home page. Only about five purchases will appear on the home page. To see your entire history, click the “Purchase History” button.

How do I transfer a student into or out of my organization?

You can transfer a learner into or out of your Organization if the learner has an account in our system.

To find the learner's account:

1. Log into the system.
2. Click “Educational Representatives” at the top of the screen.
3. On the Manage Users page, click the “Transfer User” button.
4. Enter the Test ID of the learner you want to transfer. If the Test ID exactly matches an existing user in the system, information about the learner will appear in a table.

To transfer the user into your Organization:

1. Click the “Transfer This Learner To” dropdown list.
2. Select the appropriate Organization from the list.
3. Click the “Transfer” button. You should see a message that “The transfer was successful.”

To transfer the user out of your Organization:

1. If the learner is already a member of your Organization, the “Remove From My Organization” button will be visible.
2. Click the “Remove From My Organization” button.
3. On the popup that appears, click “Yes” to confirm that you want to remove the learner.

How do I run reports on progress, awards, etc.?

You can run various reports for your organization. See the Reporting Tools section for details.