Cadmium University
Module 7 - Scorecard Disclosures

Module 7 - Scorecard Disclosures

Only available as part of a package

Welcome to the Scorecard On-Demand Training Course, Module 7 - Scorecard Disclosures.  The videos in this module will review collecting Disclosures in the Scorecard, including:

  • Event Based v. Submission Based Disclosures
  • Creating your Financial Relationship Library
  • Adding the correct Disclosure Task
  • Disclosure Reports

Key:

Complete
Failed
Available
Locked
Module 7 - Introduction to Disclosures
Module 7 - Disclosures Introduction & Overview
Open to view video.  |  2 minutes
Open to view video.  |  2 minutes This video will provide an overview for Module 7 - Disclosures, including key terminology to know.
You must register to access.
Module 7 Tutorials
Getting Started with Disclosures
Open to view video.  |  5 minutes
Open to view video.  |  5 minutes This video will review what you need to consider to collect Disclosures in the Scorecard before you start your set-up, including using the Get Started Mission to determine if you are collecting Event Based or Submission Based Disclosures, the important step of creating your Financial Relationship Library before you edit your Disclosure Task, and adding the correct Disclosure Task.
You must register to access.
Add & Edit the Scorecard Disclosure Task
Open to view video.  |  8 minutes
Open to view video.  |  8 minutes This video will review how to add and edit a Disclosure Task, and the importance of the Review & Test of the task.
You must register to access.
Scorecard Disclosures Task Reports
Open to view video.  |  3 minutes
Open to view video.  |  3 minutes This video will review accessing and exporting the Disclosures Task Reports.
You must register to access.
Apply and Test Your Knowledge
Learning Activity
Click to continue.
Click to continue. Click the "View Learning Activity" button to view this Learning Activity.
You must register to access.
Knowledge Check
5 Questions  |  Unlimited attempts  |  4/5 points to pass
5 Questions  |  Unlimited attempts  |  4/5 points to pass Please click the "Take Quiz" button.
You must register to access.