There are two distinct team captain roles within the Learning Credits Management tool:
The Team Captain Designated Admin (TCDA) is a customer employee who is authorized by the customer to use the Learning Credits Management Tool to manage credits, review transactions, generate reports, guard against fraudulent use of the credits and identify Team Players and Team Captain Others.
The Team Captain Other is a role that can be appointed by the Team Captain Designated Admin, once fully set up in LCMT and having accepted the Cisco Terms & Conditions. This optional role can be filled by someone other than an employee of the customer but cannot be a Cisco employee.
The Team Captain Designated Admin (TCDA) must open a support case with Cisco to obtain access to the Learning Credits account. Only the Team Captain Designated Admin can log in to the LCMT to activate their account. The system will send an email that provides instructions for accessing the account.
The TCDA can then complete account setup, including accepting the Cisco Terms & Conditions.
The Team Captain Designated Admin once fully set up in LCMT and having accepted the Cisco Terms & Conditions, can also request individuals that are not employees of the customer to be added to the account as Team Captain Other by opening a support case.
Note: Employees of Cisco are prohibited from being a Team Captain.
There can be multiple Team Captains and Team Players on an account.
The LCMT is a robust online tool that is designed to help team captains monitor and manage the company's usage of Cisco Learning Credits. The LCMT:
1. To access the LCMT, go to cisco.com/go/lcmt. The Cisco.com login window appears.
2. At the login window, enter your Cisco.com username and click Next.
3. Enter your Cisco.com password and click Log In. The Terms and Conditions window appears when required.
4. If you have not already, read the terms and conditions and click Accept. If you decline the program terms, you will not be able to access your account details.
5. The LCMT Home page will appear. A dashboard of Account Balance(s), Transactions, Expiration, and any applicable open Action Items will appear.
2. To view the details of an account, click the Triangle icon next to the account name.
TIP: You can click the Search button without entering any specific criteria to view all transactions that have occurred in the account since it was created.
NOTE: If you download the report to Excel, you can view the system notes that accompany the transactions.
Tip: Prior to approval, denial, or placing on hold. You may also choose status Submitted if you only want to add notes to the request.
Transactions in Submitted status (needing review and approval) will appear. Click Process to access the details.
Tip: You can also search for specific transactions by training provider, transaction number, SO number, course acronym, request status, a date range for debits, or a date range for the start of a class.
Tip: You can also leave the status as Submitted if you simply want to add notes to the request.
You may then make the required notes updates and select an approval status for processing:
1. To allow debit requests in some or all accounts to be approved automatically, go to the Transactions tab, click Approve Debits then the Auto Approve Debits button.
Click Save to update the automatic approvals.
Accounts may have multiple Team Captains and Team Players. To add or delete a user to an account, please open a case with Centralized Support.
If you wish to utilize learning credits from more than one account but do not want to permanently combine the accounts, you may request a Prime-Branch linkage between your accounts within LCMT. Upon completion, the Prime account Team Captain may pass CLCs to the Branch account, and the sales orders may be used together from the same Branch account. Please note that transfers are final, expiration date and reissue rules are unchanged, and the Branch account Team Captain will approve, or select auto approve, for any debit requests. To qualify for the Prime-Branch account linkage:
To request Prime-Branch linkage, to open a case with the Learning Credits Team and provide sales order numbers, Team Captain details, and respective approval(s).
Transferring CLCs from the Prime to Branch account
Upon account linkage the Prime account Team Captain will be able to enter the sales order for which he or she wishes to pass to the Branch account.
Note: All Branch account sales orders will have a suffix added to the end of the sales order (example: “12345678-ABC”) to denote that it is part of the Branch account. All expiration dates remain unchanged throughout both the Prime and Branch account sales order number.
A team captain can opt in or out of receiving certain system notifications. The notification preferences can be set by logging into LCMT and clicking the “Bell” in the upper right corner next to the circle with your initials.
Here you will see a listing of all notifications sent to you and the date they were sent.
From this screen select User Preferences to update the notifications you will receive.
There is one notification that a team captain can NOT opt out of receiving:
The CLC team suggests receiving the following:
(US) 1-800-553-6387 Option 4, Option 1