CMS Training – General Setup and Functions

Global Course Enhancements 

• Completion Rule: Pass mark 80% overall; unlimited practice but 2 graded attempts. 

• Immediate Feedback: Show correct answer + short rationale after each question. 

• Job Aids? Not sure if we will need these – downloaded the Copilot suggestions, can come back to this: 

• “Dashboard Refresh Checklist.” 

• “Email Logging Dos & Don’ts” onepager. 

• ConfidenceBased Scoring (optional): Ask learners to rate confidence; adjust feedback depth. 

Accessibility: Provide alt text for screenshots and keyboardnavigable interactions.

Purpose of this Course 

This course provides an overview of the FinWell Case Management System (CMS), including: 

• How to log in and set up MFA 

• Navigating the Home page 

• Understanding dashboards, tasks, events, and recent records 

• Using key functions such as search, list views, and global actions 

• How Outlook integration works for email logging and calendar synchronisation 

• Where to find support if you need help