Upcoming Events  

 
May2015
26Tue

Webinar

1:00 PM - DataNavigator Devices

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Information covered during the DataNavigator Devices training session includes:

  1. Logging into DataNavigator
  2. Obtaining Current Cash Totals
  3. Looking up Current Device Status
  4. Performing a Device History Search
  5. Reviewing Gasper Reports

The Current Cash Totals section provides you with valuable information regarding the cash position of your ATMs. Current Cash Totals can decrease the amount of cash needed in an ATM by providing the ability to remotely monitor daily cash positions. It improves the productivity and profitability of your ATM program by helping you identify low cash positions early enough to replenish machines before an empty canister fault occurs - thus allowing more transactions, more interchange income, and ensuring your members always have access to their cash.

Session Details

INTENDED AUDIENCE

This session is recommended for credit union employees in an ATM Services department. Specifically, those individuals who are contacts for ATM faults, and those who deal with ATM cash replenishment and ATM balancing.

TRAINING DELIVERY METHOD

Live Webinar 

Anytime Learning Module - Click link below.

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27Wed

11:00 AM - CardNav and mConsole

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

CardNav by CO-OP lets members manage the use of their debit and credit cards using a smartphone app. It's great for business members whose employees use company cards, for parents wishing to monitor their children's spending and for anyone wanting to ensure their cards are being used how they want, where they want.

CardNav by CO-OP also adds another layer of security for your members and their cards. It does so by allowing your Members to deactivate their cards in real-time when not in use, and set alerts that will let them know if a card is used in an unusual or unapproved manner based on controls the member has set in place. 

During this training we will provide you with a quick overview of the CardNav App. In addition, you will learn about the Management Console tool for CardNav, known as mConsole. mConsole is an application for credit union representatives to provide member support and perform analysis of CardNav member usage.

The mConsole portion of this training will cover the following topics:

  • An Introduction and Login Instructions
  • Navigation & Dashboard Overview
  • Customer Support Functions
  • Reports
  • FI Config View
  • Troubleshooting Common Member Problems

INTENDED AUDIENCE

This class is recommended for all CO-OP Financial Services Credit Unions who are participating in the CardNav program. The training session specifically targets front-line credit union employees with member contact.

Session Details

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above.

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27Wed

Webinar

1:00 PM - PIN Security Self Audit Training for CO-OP Driven ATMs

Trainings are conducted via conference call and web connection from the convenience of your office.

This class is specifically tailored for credit unions that own atms driven by CO-OP. Each control objective in the CO-OP Financial Service PIN Security Self Audit will be discussed thoroughly. At the end of the session the participants will have an understanding of the objectives that they are already compliant with and which objectives will require written procedures created by the credit union. Class size will be limited in order to complete the session within the time period.

You can register online for this event by clicking on the Register link on the right side of the screen. If you have any questions, please contact Angela Barbera at angela.barbera@co-opfs.org.

Session Details

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28Thu

Webinar

11:00 AM - Online Microfiche

RECOMMENDED PREREQUISITE

Any of the reports webinars

SESSION OVERVIEW

Online Microfiche is the application used to access your daily, weekly and monthly reports in an electronic format. This is especially helpful when researching reports that your credit union has elected not to include in your regular distribution. Online Microfiche reports may be viewed online, printed to a local printer or downloaded to your computer via File Transfer Protocol (FTP).

Information covered during the Online Microfiche training session includes:

  • Searching for specific reports
  • Viewing reports online
  • Printing reports
  • Downloading / Retrieving reports

Session Details

INTENDED AUDIENCE

This session is recommended for credit union employees in an Information Technology and/or Card Services department. Specifically those employees responsible for pulling reports.

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above.

Anytime Learning Module

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29Fri

Webinar

1:00 PM - Falcon™ Fraud Manager

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

Session Details

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30Sat

Webinar

1:00 PM - DataNavigator Transaction Research

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Information covered in DataNavigator Transaction Research includes:

  1. Logging into DataNavigator
  2. Navigating in DataNavigator
  3. Searching & Identifying Transaction Detail
  4. Customizing Views and Grids
  5. Features, Preferences and Help

INTENDED AUDIENCE

This session is recommended for credit union employees in a Card Services Department, as well as front line staff with member contact and those responsible for research and ATM adjustments.

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above

Session Details

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June2015
01Mon

Webinar

11:00 AM - Balancing and Settlement

SESSION OVERVIEW
The Balancing training session will provide guidelines for ATM Settlement Card procedures, ATM Terminal, Cardholder and Institution settlement. During this session, attendees will gain a better understanding of the Balancing Cash Dispensed and Balancing Terminal Totals worksheets, as well as learn quick tips on finding "Out-of-Balance" conditions.

Session Details

INTENDED AUDIENCE
This session is recommended for employees who are responsible for balancing terminals, cardholder activity, institution activity and/or daily settlement.

RECOMMENDED PREREQUISITE
Daily Cardholder/Terminal Reports

TRAINING DELIVERY METHOD
Live Webinar - to REGISTER for a live webinar, click the Events tab above.

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01Mon

Webinar

1:00 PM - End of Month Reports

Session Overview

EOM (End of Month) reports are used to provide a variety of information on institution, cardholder and terminal usage. Information covered during the EOM training session includes:

  • Institution Fee Summary by Bill Group
  • Institution Fee Settlement - Bill Group
  • Terminal Fee Summary
  • Terminal Fee Settlement
  • Terminal Service Detail
  • Cardholder Foreign Items Analysis
  • Terminal Foreign Items Analysis
  • Processor Performance Evaluation
INTENDED AUDIENCE
This session is recommended for credit union employees who are responsible for statistical analysis of CO-OP EFT and/or ATM functionality and usage.
RECOMMENDED PREREQUISITES
Daily Cardholder/Terminal Reports
TRAINING DELIVERY METHOD
Live Webinar

INTENDED AUDIENCE

This session is recommended for credit union employees who are responsible for statistical analysis of CO-OP EFT and/or ATM functionality and usage.

RECOMMENDED PREREQUISITES

Daily Cardholder/Terminal Reports

TRAINING DELIVERY METHOD

Live Webinar

 

 

Session Details

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02Tue

Webinar

11:00 AM - Falcon™ Fraud Manager

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

Session Details

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02Tue

Webinar

1:00 PM - Daily Terminal Reports

RECOMMENDED PREREQUISITE

Daily Cardholder Reports

SESSION OVERVIEW

Reports containing terminal information are generated on a daily basis. The information provided in these reports is used to assist in troubleshooting and tracing each transaction to a specific end point.

Reports covered during the Daily Terminal Reports training session include:

  • Terminal Activity
  • Terminal Cash Balance
  • Acquirer Adjustment for Interchange
  • Terminal Deposit Activity
  • Terminal Suspect Activity
  • Acquirer Surcharge Fee

INTENDED AUDIENCE

This session is recommended for credit union employees responsible for settlement, ATM functionality and cash ordering and balancing of terminals.

TRAINING DELIVERY METHOD

Live Webinar

Session Details

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03Wed

Webinar

11:00 AM - Extranet

RECOMMENDED PREREQUISITE

NONE

SESSION OVERVIEW

With the CO-OP Financial Services Extranet, member credit unions have access to:

  • Update credit union and contact information
  • Add, edit, or delete existing products and programs
  • Complete necessary forms online
  • Retrieve EMS Exception Item notifications
  • Obtain contact information for other CO-OP Financial Services credit unions
  • CO-OP Financial Services Operating Rules and Regulations online
  • CO-OP Financial Services manuals and user guides online
  • Order marketing materials online

The Extranet training session will cover all of the functions available to you. 

INTENDED AUDIENCE

This session is recommended for all CO-OP Financial Services member credit union employees who are granted Extranet access.

TRAINING DELIVERY METHOD

Anytime Learning Module

 

Session Details

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03Wed

Webinar

11:00 AM - Debit Reports - Visa Check Card

RECOMMENDED PREREQUISITE

Introduction to Debit

SESSION OVERVIEW

Various reports are available to provide information about Visa Check Card processed activity. The information provided in these daily reports can be used to assist in troubleshooting, settlement, auditing, summary reporting and monitoring transaction activity.

Reports covered during the Debit Reports training session include:

Daily Reports

  • Cardholder Activity - Gateway
  • VisaNet Daily Settlement

Settlements Reports

  • Financial Summary
  • VisaNet DCS Miscellaneous Report
  • VisaNet DCS Fee Related
  • Fee Collection and Funds Disbursment
  • Monthly Settlement Summary
  • VisaNet Settlement Service
  • Visa Check Quarterly

Session Details

INTENDED AUDIENCE

This session is recommended for all member credit unions that participate in Visa Check Card signature-based processing for debit cards with CO-OP Financial Services.

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above.

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04Thu

Webinar

11:00 AM - Daily Cardholder Reports

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Reports containing cardholder information are generated on a daily basis. The information provided in these reports is used to assist in troubleshooting and tracing each transaction to a specific end point.

Reports covered during the Daily Cardholder Reports training session include:

  • Daily Totals Recap
  • Cardholder Activity
  • Issuer Adjustment for Interchange
  • Cardholder Deposit Activity
  • Cardholder Suspect Activity

INTENDED AUDIENCE

This session is recommended for credit union employees in a Card Services Department. Specifically those individuals who deal with card issuance, transaction research, dispute resolution and settlement of cardholder activity.

TRAINING DELIVERY METHOD

Live Webinar

Session Details

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04Thu

Webinar

1:00 PM - CO-OP Mobile (new)

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

This training session will cover the back office Client Portal applications CIMple Access and EZAdmin .  These tools provide web‑based back office functions that make it easy to efficiently monitor and manage users. 

  • CIMple Accessallows users to manage services including account access, member lockout, enrollment troubleshooting, and run reports. 
  • EZAdminis used to proof RDC imaged checks and include them in the cash letter to your item processor.

 

INTENDED AUDIENCE

This class is recommended for all CO-OP Financial Services credit unions who are participating in the New CO-OP Mobile program. The training session specifically targets back office staff members responsible for managing member enrollment and approving RDC images.  

 

Session Details

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Upcoming Sessions link for the date you wish to attend.

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05Fri

Webinar

11:00 AM - DataNavigator PIN-Based Exception Processing

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Information covered during the DataNavigator PIN-Based Exception Processing training session includes:

  1. Logging into DataNavigator
  2. Exception Item Overview
  3. Processing Chargebacks or Representments
  4. Case Search
  5. Exception Email Notifications & Summary Email Report

Session Details

INTENDED AUDIENCE

This session is recommended for credit union employees in a Card Services Department, as well as front line staff with member contact and those responsible for processing deposits and ATM adjustments.

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above.

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08Mon

Webinar

11:00 AM - MasterCard Debit Reports and Settlement Overview

RECOMMENDED PREREQUISITE

Introduction to Debit

SESSION OVERVIEW

Information covered during the MasterCard Debit Reports and Settlement Overview Training Session includes:

Part I - Review of Daily and Settlement Reports

  • Cardholder Activity - Gateway
  • Financial Summary
  • MasterCard Daily Settlement
  • MasterCard Adjustment Report
  • MasterCard Miscellaneous Fee Report
  • MasterCard Quarterly Report (used to complete MC QMR)

Part II - Settlement Overview

The Settlement Overview portion of the training session includes information to help better understand the reports used during the settlement process as well as the mathematical equations used to verify net totals.

Session Details

INTENDED AUDIENCE

This session is recommended for all member credit unions that participate in Debit MasterCard signature-based processing with CO-OP Financial Services. Specifically, those credit union employees who are responsible for reading and understanding reports and offset signature based settlement.

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above.

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09Tue

1:00 PM - CardNav and mConsole

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

CardNav by CO-OP lets members manage the use of their debit and credit cards using a smartphone app. It's great for business members whose employees use company cards, for parents wishing to monitor their children's spending and for anyone wanting to ensure their cards are being used how they want, where they want.

CardNav by CO-OP also adds another layer of security for your members and their cards. It does so by allowing your Members to deactivate their cards in real-time when not in use, and set alerts that will let them know if a card is used in an unusual or unapproved manner based on controls the member has set in place. 

During this training we will provide you with a quick overview of the CardNav App. In addition, you will learn about the Management Console tool for CardNav, known as mConsole. mConsole is an application for credit union representatives to provide member support and perform analysis of CardNav member usage.

The mConsole portion of this training will cover the following topics:

  • An Introduction and Login Instructions
  • Navigation & Dashboard Overview
  • Customer Support Functions
  • Reports
  • FI Config View
  • Troubleshooting Common Member Problems

INTENDED AUDIENCE

This class is recommended for all CO-OP Financial Services Credit Unions who are participating in the CardNav program. The training session specifically targets front-line credit union employees with member contact.

Session Details

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above.

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10Wed

Webinar

1:00 PM - Cardholder Maintenance

SESSION OVERVIEW
Cardholder Maintenance allows a user to manually update the file information used to authorize transactions. All transactions should be authorized using current and accurate cardholder, account, and fraud file data. The Cardholder Maintenance system allows credit unions to maintain accurate cardholder data.

Information covered during the Online Cardholder Maintenance training session includes:

  • Adding New Cardholders and Accounts
  • Restricting Cards and/or Account Access
  • Maintaining Existing Cards

Session Details

INTENDED AUDIENCE
This session is recommended for credit union employees in a Card Services and/or Information Technology department. Specifically, those responsible for card ordering and maintaining cardholder data.

RECOMMENDED PREREQUISITE
NONE

TRAINING DELIVERY METHOD
Live Webinar

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11Thu

Webinar

11:00 AM - DataNavigator Transaction Research

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Information covered in DataNavigator Transaction Research includes:

  1. Logging into DataNavigator
  2. Navigating in DataNavigator
  3. Searching & Identifying Transaction Detail
  4. Customizing Views and Grids
  5. Features, Preferences and Help

INTENDED AUDIENCE

This session is recommended for credit union employees in a Card Services Department, as well as front line staff with member contact and those responsible for research and ATM adjustments.

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above

Session Details

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11Thu

Webinar

1:00 PM - Chargeback Processing - Visa

Chargeback Processing is the means of creating adjustments for cardholder debit card for most disputes. Activity from chargebacks is a portion of the activity included in daily settlement for Visa Card programs.

Chargeback Processing includes information to gather a better understanding of chargeback rights and documentation requirements for cardholder disputes. Details provided in this session can be used to better understand the workflow cardholder disputes and related reporting activity.

Information covered during the Dispute and Chargeback Processing Training Session:

  • Chargeback Terminology
  • Life Cycle of a Chargeback
  • Other Dispute Resolution Methods
  • Chargeback Processing Procedures
  • Forms for Chargeback Processing
  • Reports for Chargeback Activity

 

Session Details

INTENDED AUDIENCE
This class is intended for all member credit unions that outsource their Visa/MasterCard chargeback processing to CO-OP Financial Services.

RECOMMENDED PREREQUISITE
There is no recommended prerequisite for this session. (Note: For Visa and MC chargeback processing- "no perquisite" for Best Practices "Visa Clients- Chargeback Processing for Visa / MasterCard Clients- Chargeback Processing for MasterCard).

TRAINING DELIVERY METHOD
Live Webinar.

Must complete registration 24 hours before the event.

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12Fri

Webinar

11:00 AM - DataNavigator Devices

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Information covered during the DataNavigator Devices training session includes:

  1. Logging into DataNavigator
  2. Obtaining Current Cash Totals
  3. Looking up Current Device Status
  4. Performing a Device History Search
  5. Reviewing Gasper Reports

The Current Cash Totals section provides you with valuable information regarding the cash position of your ATMs. Current Cash Totals can decrease the amount of cash needed in an ATM by providing the ability to remotely monitor daily cash positions. It improves the productivity and profitability of your ATM program by helping you identify low cash positions early enough to replenish machines before an empty canister fault occurs - thus allowing more transactions, more interchange income, and ensuring your members always have access to their cash.

Session Details

INTENDED AUDIENCE

This session is recommended for credit union employees in an ATM Services department. Specifically, those individuals who are contacts for ATM faults, and those who deal with ATM cash replenishment and ATM balancing.

TRAINING DELIVERY METHOD

Live Webinar 

Anytime Learning Module - Click link below.

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15Mon

Webinar

1:00 PM - Daily Cardholder Reports

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Reports containing cardholder information are generated on a daily basis. The information provided in these reports is used to assist in troubleshooting and tracing each transaction to a specific end point.

Reports covered during the Daily Cardholder Reports training session include:

  • Daily Totals Recap
  • Cardholder Activity
  • Issuer Adjustment for Interchange
  • Cardholder Deposit Activity
  • Cardholder Suspect Activity

INTENDED AUDIENCE

This session is recommended for credit union employees in a Card Services Department. Specifically those individuals who deal with card issuance, transaction research, dispute resolution and settlement of cardholder activity.

TRAINING DELIVERY METHOD

Live Webinar

Session Details

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16Tue

Webinar

11:00 AM - End of Month Reports

Session Overview

EOM (End of Month) reports are used to provide a variety of information on institution, cardholder and terminal usage. Information covered during the EOM training session includes:

  • Institution Fee Summary by Bill Group
  • Institution Fee Settlement - Bill Group
  • Terminal Fee Summary
  • Terminal Fee Settlement
  • Terminal Service Detail
  • Cardholder Foreign Items Analysis
  • Terminal Foreign Items Analysis
  • Processor Performance Evaluation
INTENDED AUDIENCE
This session is recommended for credit union employees who are responsible for statistical analysis of CO-OP EFT and/or ATM functionality and usage.
RECOMMENDED PREREQUISITES
Daily Cardholder/Terminal Reports
TRAINING DELIVERY METHOD
Live Webinar

INTENDED AUDIENCE

This session is recommended for credit union employees who are responsible for statistical analysis of CO-OP EFT and/or ATM functionality and usage.

RECOMMENDED PREREQUISITES

Daily Cardholder/Terminal Reports

TRAINING DELIVERY METHOD

Live Webinar

 

 

Session Details

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17Wed

Webinar

11:00 AM - Daily Terminal Reports

RECOMMENDED PREREQUISITE

Daily Cardholder Reports

SESSION OVERVIEW

Reports containing terminal information are generated on a daily basis. The information provided in these reports is used to assist in troubleshooting and tracing each transaction to a specific end point.

Reports covered during the Daily Terminal Reports training session include:

  • Terminal Activity
  • Terminal Cash Balance
  • Acquirer Adjustment for Interchange
  • Terminal Deposit Activity
  • Terminal Suspect Activity
  • Acquirer Surcharge Fee

INTENDED AUDIENCE

This session is recommended for credit union employees responsible for settlement, ATM functionality and cash ordering and balancing of terminals.

TRAINING DELIVERY METHOD

Live Webinar

Session Details

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17Wed

Webinar

1:00 PM - Online Microfiche

RECOMMENDED PREREQUISITE

Any of the reports webinars

SESSION OVERVIEW

Online Microfiche is the application used to access your daily, weekly and monthly reports in an electronic format. This is especially helpful when researching reports that your credit union has elected not to include in your regular distribution. Online Microfiche reports may be viewed online, printed to a local printer or downloaded to your computer via File Transfer Protocol (FTP).

Information covered during the Online Microfiche training session includes:

  • Searching for specific reports
  • Viewing reports online
  • Printing reports
  • Downloading / Retrieving reports

Session Details

INTENDED AUDIENCE

This session is recommended for credit union employees in an Information Technology and/or Card Services department. Specifically those employees responsible for pulling reports.

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above.

Anytime Learning Module

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18Thu

Webinar

11:00 AM - Check Imaging ATMs Balancing

SESSION OVERVIEW

This session provides a review of balancing procedures for CO-OP Check Imaging enabled ATMs.    

The agenda for this session includes: 

  • Benefits of CO-OP Check Imaging
  • EZAdmin Daily Credit Union Procedures
  • Daily Reconciliation Procedures
  • Handling Out of Balance Situations
  • Additional Functions
  • Resources and Support

 

Session Details

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session. 

INTENDED AUDIENCE

This session is recommended for credit union employees who utilize EZAdmin and  are responsible for the daily and balancing procedures for CO-OP Check Imaging enabled ATMs. 

TRAINING DELIVERY METHOD

Instructor-Led Webinar

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18Thu

Webinar

1:00 PM - Falcon™ Fraud Manager

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

Session Details

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19Fri

Webinar

11:00 AM - Chargeback Processing-MasterCard

Trainings are conducted via conference call and web connection from the convenience of your office. Times listed are Pacific Time.

Chargeback Processing is the means of creating adjustments for cardholder debit card for most disputes. Activity from chargebacks is a portion of the activity included in daily settlement for MasterCard programs.

Chargeback Processing includes information to gather a better understanding of chargeback rights and documentation requirements for cardholder disputes. Details provided in this session can be used to better understand the workflow of cardholder disputes and related reporting activity.

Information covered during the Dispute and Chargeback Processing and Settlement Training Session:

  • Chargeback Terminology
  • Life Cycle of a Chargeback
  • Other Dispute Resolution Methods
  • Chargeback Processing Procedures
  • Forms for Chargeback Processing
  • Reports for Chargeback Activity

 

Session Details

INTENDED AUDIENCE
This class is intended for all member credit unions that outsource their Visa/MasterCard chargeback processing to CO-OP Financial Services.

RECOMMENDED PREREQUISITE
There is no recommended prerequisite for this session. (Note: For Visa and MC chargeback processing- "no perquisite" for Best Practices "Visa Clients- Chargeback Processing for Visa / MasterCard Clients- Chargeback Processing for MasterCard).

TRAINING DELIVERY METHOD
Live Webinar.

Must complete registration 24 hours before the event.

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19Fri

Webinar

1:00 PM - Balancing and Settlement

SESSION OVERVIEW
The Balancing training session will provide guidelines for ATM Settlement Card procedures, ATM Terminal, Cardholder and Institution settlement. During this session, attendees will gain a better understanding of the Balancing Cash Dispensed and Balancing Terminal Totals worksheets, as well as learn quick tips on finding "Out-of-Balance" conditions.

Session Details

INTENDED AUDIENCE
This session is recommended for employees who are responsible for balancing terminals, cardholder activity, institution activity and/or daily settlement.

RECOMMENDED PREREQUISITE
Daily Cardholder/Terminal Reports

TRAINING DELIVERY METHOD
Live Webinar - to REGISTER for a live webinar, click the Events tab above.

Event Permalink

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22Mon

Webinar

1:00 PM - DataNavigator Transaction Research

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Information covered in DataNavigator Transaction Research includes:

  1. Logging into DataNavigator
  2. Navigating in DataNavigator
  3. Searching & Identifying Transaction Detail
  4. Customizing Views and Grids
  5. Features, Preferences and Help

INTENDED AUDIENCE

This session is recommended for credit union employees in a Card Services Department, as well as front line staff with member contact and those responsible for research and ATM adjustments.

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above

Session Details

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23Tue

Webinar

1:00 PM - DataNavigator PIN-Based Exception Processing

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Information covered during the DataNavigator PIN-Based Exception Processing training session includes:

  1. Logging into DataNavigator
  2. Exception Item Overview
  3. Processing Chargebacks or Representments
  4. Case Search
  5. Exception Email Notifications & Summary Email Report

Session Details

INTENDED AUDIENCE

This session is recommended for credit union employees in a Card Services Department, as well as front line staff with member contact and those responsible for processing deposits and ATM adjustments.

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above.

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25Thu

Webinar

1:00 PM - DataNavigator Devices

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

Information covered during the DataNavigator Devices training session includes:

  1. Logging into DataNavigator
  2. Obtaining Current Cash Totals
  3. Looking up Current Device Status
  4. Performing a Device History Search
  5. Reviewing Gasper Reports

The Current Cash Totals section provides you with valuable information regarding the cash position of your ATMs. Current Cash Totals can decrease the amount of cash needed in an ATM by providing the ability to remotely monitor daily cash positions. It improves the productivity and profitability of your ATM program by helping you identify low cash positions early enough to replenish machines before an empty canister fault occurs - thus allowing more transactions, more interchange income, and ensuring your members always have access to their cash.

Session Details

INTENDED AUDIENCE

This session is recommended for credit union employees in an ATM Services department. Specifically, those individuals who are contacts for ATM faults, and those who deal with ATM cash replenishment and ATM balancing.

TRAINING DELIVERY METHOD

Live Webinar 

Anytime Learning Module - Click link below.

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29Mon

11:00 AM - CardNav and mConsole

RECOMMENDED PREREQUISITE

There is no recommended prerequisite for this session.

SESSION OVERVIEW

CardNav by CO-OP lets members manage the use of their debit and credit cards using a smartphone app. It's great for business members whose employees use company cards, for parents wishing to monitor their children's spending and for anyone wanting to ensure their cards are being used how they want, where they want.

CardNav by CO-OP also adds another layer of security for your members and their cards. It does so by allowing your Members to deactivate their cards in real-time when not in use, and set alerts that will let them know if a card is used in an unusual or unapproved manner based on controls the member has set in place. 

During this training we will provide you with a quick overview of the CardNav App. In addition, you will learn about the Management Console tool for CardNav, known as mConsole. mConsole is an application for credit union representatives to provide member support and perform analysis of CardNav member usage.

The mConsole portion of this training will cover the following topics:

  • An Introduction and Login Instructions
  • Navigation & Dashboard Overview
  • Customer Support Functions
  • Reports
  • FI Config View
  • Troubleshooting Common Member Problems

INTENDED AUDIENCE

This class is recommended for all CO-OP Financial Services Credit Unions who are participating in the CardNav program. The training session specifically targets front-line credit union employees with member contact.

Session Details

TRAINING DELIVERY METHOD

Live Webinar - to REGISTER for a live webinar, click the Events tab above.

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30Tue

Webinar

11:00 AM - Cardholder Maintenance

SESSION OVERVIEW
Cardholder Maintenance allows a user to manually update the file information used to authorize transactions. All transactions should be authorized using current and accurate cardholder, account, and fraud file data. The Cardholder Maintenance system allows credit unions to maintain accurate cardholder data.

Information covered during the Online Cardholder Maintenance training session includes:

  • Adding New Cardholders and Accounts
  • Restricting Cards and/or Account Access
  • Maintaining Existing Cards

Session Details

INTENDED AUDIENCE
This session is recommended for credit union employees in a Card Services and/or Information Technology department. Specifically, those responsible for card ordering and maintaining cardholder data.

RECOMMENDED PREREQUISITE
NONE

TRAINING DELIVERY METHOD
Live Webinar

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