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Support for the SMCR Solution

SMCR Solution

For technical support and assistance with the system setup (steps outlined below) - contact smcrteam@e-learningwmb.co.uk.

For day to day user support for the management of the SMCR using the software is available via smcrteam@simmons-simmons.co.uk..

How to set up the SMCR Solution system?

The 20 checks and steps to ensure the system is set up correctly for yourself

Follow these steps to get the system up and running - some of the steps refer to the underlying Open Elms system in such cases the functionality in both systems is the same. To use this guide you should have purchased the system and been provided with a custom URL and an administration account login (usually your email).

This document follows the steps taken in the flowchart at the back of your manual - click here to download manual - it has supplementary information that will be useful.

Answer each question proceeding down the screen as the set up process continues to its eventual completion.

1) Is the system installed?

No

Contact smcrteam@e-learningwmb.com for the URL - do check first that payment has gone through for the site and the EULA has been signed.

Yes

Continue.

2) Do you have admin access to the system?

No

Contact smcrteam@e-learningwmb.com and request access - please note only one administrator is set up per company for security reasons. Other administrators can be added by the first administrator but not by support..

Yes

Continue.

3) Is the system suitably branded?

No

Obtain a logo image at least 400 pixels wide by 200 pixels high - it should be no more than 50% larger than these parameters. It should be a transparent PNG file. You can then insert it in the system by following these instructions.

Yes

Continue.

4) Are jobs set up on the system and linked to SMCR Roles?

No

There should be 3 types of jobs set up on the system. Depending upon the business area you are in these should be called: 'Asset Management - Senior Manager', 'Asset Management - Certification Staff' and 'Asset Management - Conduct Rules' OR 'Insurance - Senior Manager', 'Insurance - Certification Staff' and 'Insurance - Conduct Rules.' Your staff are going to be mapped to these jobs so it is important that the F&P Activities are correctly defined within each job. Check the contents of each job if unsure - you can assign any job to your account to check the content contained therein - the video link demonstrates this.

Yes

Continue.

5) Is employee personal data in the system?

No

Import employees by following these instructions. Specific information is given to importing fields relevant to the SMCR Solution.

Yes

Continue.

6) Do people have the correct jobs, assigned the right SMCR Roles and are all departments etc set up correctly?

No

Check the data is as expected, if there are any errors you can always reimport the data to update the database.

Yes

Continue.

7) Do you wish to Set up Single Sign-On (SSO)?

No

Continue..

Yes

Email support@elearningwmb.com your federation data (it's an xml file) to organise a SAML SSO integration - make sure you include your company name and URL of your installation. SAML is a standard for arranging Single SIgn ON - further information can be found here. A integration expert will be in touch to organise the next step in the integration process.

8) Are your Compliance Managers set up?

No

Any system administrators will have access to manage all data (by selecting the 'Compliance Manager' option from the top right drop down menu). In large organisations separate personnel (i.e. 'Compliance Managers' will also need to be set up with responsibility for certain groups, department or personnel). This is done by assigning the appropriate 'Compliance Manager' the appropriate personnel.

Yes

Continue..

9) Do the SMF & Responsibilities reflect your organisation?

No

The default SMR and Responsiblities are defined by Simmons and Simmons but there may be a requirement to customise these for your firm. If this is necessary then this should be done by the administrator of the system prior to launch.

Yes

Continue..

10) Are the SMCR relevant committees in your organisation defined within the system?

No

The membership of committees will be part of your SMCR record and should be recorded on the system for all relevant employees. Before this can be done, all relevant committees and the roles in that committee need to be defined.

Yes

Continue..

11) Are the default emails sent by the system correct?

No

Default emails enable reminders to be sent out by the system which ensures the system is actively used by the learning population. Emails are defined out of the box - these may not always convey the information you want to send out so please check them first.

Yes

Continue..

12) Have you turned on email functionality on the site?

No

By default emails are switched off in the system. Emails must be turned on before you launch the site otherwise passwords cannot be sent out to learners when they first use the system.

Yes

Continue..

13) Do labels match those in your company? e.g. "department", "group", "job"etc.

No

The labels used in the system for parameters may not match those used in your organisation (e.g. you may use the term "Cost Centre" instead of "Department".) To rectify this you can change any of the labels used in the system.

Yes

Continue..

14) Are you happy with the configuration of the system?

No

There are hundreds of ways in which the system can be further configured to suit your organisation. It is recommended you view the video walkthrough for an introduction to these options - don't worry the default configuration is usually fine for the initial launch of the system.

Yes

Continue..

15) Do you want to integrate with other 3rd party systems using APIs?

No

Continue..

Yes

Contact smcrteam@elearningwmb.com with details concerning of the system you want to integrate with and importantly the data you want to read from or write to the system. The SMCR Solution has an extensive API and use the API of other systems, let us know precisely what you want to do and we can suggest and cost a solution for you.

16) Do you wish to add specialist F&P Activities to some accounts (associated with their job function e.g. traders (asset management), analysts (asset management), reinsurance (insurance), delegated underwriting (insurance) etc.)?

No

Continue..

Yes

You can finesse the attributed F&P Activities for each person dependent upon their job characteristics, select the video link for further information as to how to do this.

17) Do you wish to add your own F&P Activities to the system?

No

Continue..

Yes

Add learning resources by following these instructions.

18) Do you know how to manage data once it starts being collected?

No

It is recommended you log in as a manager (if you are an administrator then select the 'Manager' option from the top right hand corner of the screen) and run through the walkthrough videos on the manager interface. The team at Simmons and Simmons (smcrteam@simmons-simmons.com) will be able to help should you require further assistance with this.

Yes

Continue..

19) Are you ready to launch the system?

It is recommended you run through the requirements on this page, should you have any questions please contact support@elearningwmb.com.

Are all relevant staff, managers and administrators set up on the system?

Does the system reflect your organisation's structure?

Are all jobs set up correctly?

Is email functionality switched on in the system?

20) Do you know how to contact learners to let them know the system is ready for launch?

No

There are 3 options available to inform the user population that the system is launched; 1) send out default welcome emails one by one, 2) send out the emails by reimporting the user list; 3) create an email report that contacts all learners or 4) use your own systems for informing people the system is launched.

Yes

You're good to go! Contact your managers (if different personnel) and inform them that the system is now launched. Default welcome emails can be sent to those personnel too.

Please contact support@e-learningwmb.co.uk should you have any specific queries relating to these instructions. Note this information is for administration training only. Training for managers etc is in the system accessible via the help buttons on each screen. Should you require further classroom training then please contact sales@e-learningwmb.com for a quote.