25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! 1

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Agenda Three types of certifications – Corporate of Internal – Product Specific – Profession-Wide Background Applicability Purpose Assigning Certification Levels: Spaces vs. Spaces Department of Defense (DoD) Financial Management (FM) Learning Management System (LMS) Determining Whether Previous Course Work Meets Your Certification Training Requirements Taking Courses in the FM LMS Recording Course Completions in FM LMS 2

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! 3 Listed in order of development level and portability, they are: corporate (internal), product-specific, and profession-wide. Corporate, or "internal" certifications, are made by a corporation or low-stakes organization for internal purposes. For example, a corporation might require a one-day training course for all sales personnel, after which they receive a certificate. While this certificate has limited portability – to other corporations, for example – it is the most simple to develop.corporation Product-specific certifications are more involved, and are intended to be referenced to a product across all applications. This approach is very prevalent in the information technology (IT) industry, where personnel are certified on a version of software or hardware. This type of certification is portable across locations (for example, different corporations that use that software), but not across other products.information technologysoftware Profession-Wide certification. This is the most common type. Certification in the medical profession is often offered by particular specialties. In order to apply professional standards, increase the level of practice, and protect the public, a professional organization might establish a certification. This is intended to be portable to all places a certified professional might work. Of course, this generalization increases the cost of such a program; the process to establish a legally defensible assessment of an entire profession is very extensive. Three General types of certification

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Background BLUF: In order to achieve auditable financial statements and provide strong financial management, we need a well-trained financial workforce. DoD lacked a framework to guide FM workforce training and emphasize key types of training such as audit readiness and decision support. In early 2011, the senior Financial Management (FM) leadership of DoD initiated efforts to develop a DoD FM Certification Program. The National Defense Authorization Act for Fiscal Year 2012 (Public Law ) authorized the implementation of a DoD FM Certification program. DoDI Operations of the DoD FM Certification Program, published Nov

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Applicability Applies to Civilians and Military in the FM Workforce. Does not apply to contractors, foreign nationals, or part-time. FM positions that perform, supervise or manage work of a fiscal, financial management, accounting, auditing, cost and/or budgetary related work. Applicable FM positions will be coded Level 1, 2 or 3. (Manning document, person, and position description (PD) coding must be the same for each person! No Grandfathering Two years from 1 July 2014 to achieve certification. Each Departments start date may differ. 5

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Purpose Establish a framework to guide DoD FM professional development. Intent is to make a good FM Workforce even better:  Establish a mechanism to encourage key training in: Audit Readiness Decision Support  Encourage career broadening and leadership.  Transition to a more analytic orientation.  Ensure FM workforce possesses the knowledge, skills, and abilities required to achieve auditable financial statements. Develop a course-based rather than test-based certification. 6

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25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! 9 Assigning Certification Levels: Spaces vs. Faces

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Assigning Certification Levels: Spaces vs. Faces Step 1: Spaces Insert code for FM Certification Level needed for this space Should be done already! Manning document, person, and position description (PD) coding must be the same for each person! Step 2: Faces Code personnel records to certification level matching the space they occupy Coding indicates required level of FM or FM+DAWIA certification Done during on-boarding Step 3: Spaces Code PDs based on certification levels assigned to the faces that occupy them Insert language to state FM Certification Level # is required for this PD Done by HR after on- boarding complete 10

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Level 1 FM Certification Requirements USARPAC DOD FM Certification

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Level 2 FM Certification Requirements USARPAC DOD FM Certification

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Level 3 FM Certification Requirements USARPAC DOD FM Certification

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! 14 Department of Defense (DoD) Financial Management (FM) Learning Management System (LMS)

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! DoD FM Learning Management System (LMS) LMS = System of record for tracking certification requirements. Users will upload all supporting documents for certification requirements. Roles and Responsibilities: Component Administrator (CA): Provides LMS subject matter expert support and administrative support. Component Certification Authority (CCA): Approves/denies request for certification. Approver Level 2 (A2) (optional): Offers a second level of review of the certification request before submitting to CCA. LMS Supervisor Level 1 (S1): Provides the first level of review of the certification request before sending it to the A2 (optional) and/or CCA. The S1 approves/denies LMS user achievement requests. (This is not a unit S1. It should be a Financial Manager familiar with FM training/experience. Financial Management User “FMer”: Participant/Individual assigned to a participating position of the program. USARPAC DOD FM Certification

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Log in to FM LMS 16

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! 17 Determining Whether Your Previous Course Work Meets Your Certification Training Requirements

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Have you already earned credit? Previous FM training courses you have attended may satisfy some (or most) of your training requirements. College classes you have completed may also satisfy some of your training requirements. How can you tell if your completed training/class meets the requirements? 18

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Use the FM myLearn Website Use your CAC to log-on 19 Click “FM mylearn”

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Use the FM myLearn Website RMBC Type the name of the course you completed in the search box First lets look for military courses to see what credit they give: 20

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Use the FM myLearn Website Click your course title Scroll down to view “Aligned FM Competencies” Compare results to your worksheet Some courses may satisfy more than one area Record the course completion information to your worksheet in your areas of need 21

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Use the FM myLearn Website Click the Academic Matrix link on the left menu College Courses are different: 22

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Use the FM myLearn Website Click the FM Academic Matrix to find your class Click the “How To” to ensure you map the classes correctly. 23

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Some Quick Info on College Courses For an academic course to be used for certification (and approved), the title of the course must closely match one of the sample titles from the matrix (either FM or leadership). 24

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Update your Learning Worksheet When mapping your completions ensure you’re recording classes that match both the Competency and Proficiency Level 25

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! What about remaining requirements? Once you have completed all of your required FM 101, 201, or 301 modules and still have incomplete requirements on your worksheet, you next need to determine what courses satisfy those requirements. 26

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Use the FM myLearn Website Use your CAC to log-on 27

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Recommendations When at all possible complete Web Based Training courses (i.e. FM 101) through the FM LMS website: This will automatically record learning completion and post the certificate for you. These courses can be completed via FM myLearn, but doing so will not automatically post completion data. You will then be required to record learning manually in FM LMS. 28

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Taking Courses in the FM LMS

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Log in to FM LMS 30

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Take Courses via FM LMS Click the “Curricula” to view your certification requirements. 31

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Take Courses via FM LMS Open the drill-down triangles and click on a FM 101 course. 32

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Take Courses via FM LMS Click “Start Course” next to the matching FM 101 module 33

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Take Courses via FM LMS The course will launch inside FM LMS. Completion data will post automatically when all module requirements are satisfied. If the module is not complete in the first session, it will be accessible later from the home page of your FM LMS 34

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Recording Course Completions in FM LMS

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! There is a three step process required to record completion of each competency – First, each completed course you annotated on your worksheet to satisfy the requirement must be recorded in FM LMS – Second, you will upload the certificate(s) of completion for the course(s) used to satisfy that requirement – Third, you mark the “Achievement” complete, and request approval from your supervisor in LMS. Record Learning in FM LMS 36

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! After you log in to FM LMS Click the “Record Learning” link under the Easy Links panel Record Learning in FM LMS

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Type FM 101 (or whatever course/training name you are attempting to mark completed) and click the Next Button Record Learning in FM LMS

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Select the course you completed, then click Next. Record Learning in FM LMS

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Change Completion status to “Course Complete – For Credit”, change the date to when you completed that course. Then click Next. Record Learning in FM LMS

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Comments are optional. Click Next Record Learning in FM LMS

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Click Finish. This is the first step towards FM Certification completion. Record Learning in FM LMS

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! This shows the system accepted your input. Click ‘Home’ to continue the process. Note: Do not attach any documentation at this point. Record Learning in FM LMS

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! You will need to record completion of each course used to achieve full credit using the same steps above. Record Learning in FM LMS For example, SPC Doe would need to repeat the process to record GFEBS L101E, L201E, and L303E before moving on to attach documentation for the Financial Management Systems competency.

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Step 2: Record Documentation – Same as the above process except you search for: “DoD FM 101: Accounting Module Achievement Documentation” (or whichever module/competency you are working on) When you reach the success page (see slide 37), you will need to upload your certificate of completion(s) – Click the “File Attachments” link and upload your certificates in one file. Record Learning in FM LMS 45

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! A Note on Documentation No personally identifiable information (PII) data is allowed to be stored in the FM LMS system. This means documents with SSNs, addresses, etc, must be blacked out prior to upload into FM LMS (i.e. DA 1059s and ERB/ORBs). This is one of the main reasons that achievement requests are denied. 46

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Step 3: Record the Module completed – Same as the above process except you search for: “DoD FM 101: Accounting Module Achievement” (or whichever module/competency you are working on) When you complete this step, you will be prompted for your User-ID and PIN. Your User-ID is your ID Card number (EDIPI), the PIN is what you set up for the FM LMS website (NOT YOUR CAC PIN, unless you set it up to be the same). Record Learning in FM LMS 47

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Your supervisor (in FM LMS) will process the approval for full achievement completions. Once approved it will disappear from your home page list and show under your curricula with a green checkmark. Record Learning in FM LMS 48

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! FM Level 2 & 3 users will need to select an “Alternate Track”. – This will show up on your FM LMS homepage as a required task. – It is recommended that you use the job aid on the FM Online portal to walk through that process Or this direct link: Note: If ALC/SLC/FCCC have been completed you will have ample credit given in several areas which can be used to complete an Alternate Track Other Actions CLICK Here 49

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! After all your requirements are completed and approved, the final step is to record completion of your overall Certification. FM Certification Complete 50

25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! Use the same process as above. After entering your User-ID and PIN the overall completion goes through 2 levels of approval, before getting reviewed at DoD for compliance. You will receive notification and can request a hard copy of your certificate from the FM Online homepage. The electronic file is available under the Reports module in FM LMS FM Certification Complete 51

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25 TH INFANTRY DIVISION America’s Pacific Division WE STRIKE LIKE TROPIC LIGHTNING! QUESTIONS?