VBA Internal Training Portal

Internal Links

On this page, VBA employees will find “how to” videos for different technology platforms. 

VBA External Website & Back End Website (portals/hubs) Updates

VBA Staff Contact: Monica McDearmon

To get started, you will need:

  • Login/password – Monica will generate for you

Training Videos:

Informz

VBA Staff Contact: Monica McDearmon

To get started, you will need:

Training Videos:

VBA Benefits Information

Info Session with Suzie on Prescription Drugs, ID Cards, Apps, Hinge Health and Diabetes Supplies

Imis

VBA Staff Contacts: Kellee Edelin (general database questions) and Gail Queen (event registrations and invoices)

To get started, you will need:

Training Videos/Imis How To Guide:

  • How to:

    • Set Up an Event in Staff Site
    • Close an Event
    • Send an Event Confirmation
    • Register Someone
    • Cancel a Registration
    • Cancel/Transfer an Attendee
    • Add a Person to iMIS
    • Reset User Credentials in iMIS
    • Add a Badge Name for Someone in Desktop
    • Deposit Checks Not Posted in iMIS
    • Deposit a Check in Desktop iMIS
    • Deposit a Sponsor Check
    • Deposit a Credit Card Payment
    • Refund Someone Who Paid by Check
    • Refund Someone Who Paid by Credit Card
    • Apply an Open Credit
    • Run and/or Save a Pretty Roster
    • Run and/or Save a Pretty Roster with Multiple Codes
    • Search by Invoice Number
    • Look Up Payment Info by Last 4 Digits of a Credit Card
    • Pull a Receipt to Email or Print Once Someone Pays
    • Build an Adhoc Search in Desktop iMIS
    • Run a Bank Profile Report
    • Pull a Question and Answer Report from Staff Site
    • Post an EFT or ACH to iMIS
  • Set Up an Event in Staff Site (Passcode:  g+h4EGtJ)

VBA Intranet, OneDrive & Yammer

VBA Staff Contacts: Todd Hancock – Intranet; Todd Hancock & Monica McDearmon – OneDrive; Monica McDearmon – Yammer

Training Videos:

Trello

VBA Staff Contact: Main Trello User in Your Department (Bobbi in Benefits, Stacy in Accounting) If Your Department Doesn’t Use Trello, Please Contact Bobbi for Initial Training

To get started, you will need:

  • Get the Trello app installed on your computer – Todd Hancock can assist with this
  • Login/password – Bobbi will help you get logged in the first time

Training Videos:

  • Training videos will be linked here…

Formplus

VBA Staff Contact: Kristen Reid

To get started, you will need:

  • Login/password – Kristen will help you get logged in the first time; you will need to login into the VBA Speakers gmail account to access formplus

Training Videos:

Zoom, Vimeo & WeVideo

VBA Staff Contact: Chandler Owdom and Monica McDearmon

Zoom

To get started, you will need:

  • Login/password – Kristen Reid will help you with getting your login and password

Training Videos:

Vimeo

VBA Staff Contact: Monica McDearmon

Vimeo login:
Username: Info@vabankers.org 
PW: TheBings4490!

WeVideo

VBA Staff Contact: Monica McDearmon

WeVideo login:
Username: mmcdearmon@vabankers.org
PW: vabankers4490

Survey Monkey

VBA Staff Contacts: Gail Queen

To get started, you will need:

  • Login/password – we have a limited number of VBA Survey Monkey accounts; Gail will work with you to figure out when you need access

Training Videos:

  • Training videos will be linked here…

Google Profile Sites, Canva & Kahoot

VBA Staff Contact: Monica McDearmon

To get started, you will need:

  • Login/password -
    • Google profile sites are connected through the vbaspeakers gmail account – Monica can share that login with you OR profile sites can be made through your gmail account and shared with vbaspeakers@gmail.com
    • We have VBA Canva and Vimeo accounts that we share 

Google profile sites Training Videos:

canva

  • mmcdearmon@vabankers.org, vabankers4490
  • Canva how to video – general overview of how the Canva platform works

Excel

VBA Staff Contact: Suzanne Jenkins 

Training Videos

  • Training videos will be linked here…

Outlook

VBA Staff Contact: Anyone

Training Videos

This Training Covers:

  • How to make a rule to send all emails with a specific word in the body of the email to a separate folder
  • How to make a rule to send all emails on which you are cc’d to a separate folder

Virginia Room Setup Options and Table Connections

Table Power Connecting

Video: How to Unlock the Table Wheels and Lift the Table Top Up

Video: How to Connect the Table Wires Together

Video: How to Connect the Wired Tables to a Power Source

Table Configuration

Hollow Square or U Shape

Hollow Square

Pods

Pods

Classroom

Classroom

Hosting a Hybrid Zoom Meeting in VBA Conference Rooms

VBA Staff Contacts: Chandler Owdom, Monica McDearmon or Todd Hancock

  • Accessing OneDrive from a VBA Training Room

    • This video will show you how to save a document to OneDrive and then access OneDrive from a computer in one of the VBA training rooms (or any computer that is not your own/connected to the VBA network)

How to Run a Hybrid Meeting Via Zoom in the Capitol Room 

Virginia Room Zoom Meeting How To Guide with Owl

Ordering Committee Lunches 

Foodify.com Committee Lunch Ordering Tutorial

Microsoft Training – Viva

  1. Step 1 – From the Intranet screen, open the 3×3 grid (Microsoft apps dropdown) in the top left corner (to the left of where it says SharePoint) and open the Microsoft Teams app. You may need to click on All Apps if it doesn’t show in your quick links. 
  2. Step 2 – On the left side, click on the 2×2 Apps button in the bottom left corner.
  3. Step 3 – Search for Viva Learning (teal app icon).
  4. Step 4 – Pin the Viva Learning icon to the left sidebar by right clicking it and clicking on “Pin”.
  5. Step 5 – Search for whatever Microsoft product you’re looking for training on in the search bar.