Team Captain User Guide

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.

1. To view your accounts, click the Account Information tab. This tab lists all the accounts that you have access to and gives the name of the team captain and the number of Learning Credits available for that account. You can also search for an account name from this page.

2.  To view the details of an account, click the Triangle icon next to the account name.

3. To view a statement of account transactions, click the Transactions tab and choose Advanced Search. Specify all transactions, a date range, or a transaction type, then click Search. You can choose whether to view the results online or have them downloaded to Microsoft Excel.

Status definitions

• On Hold: You need further information before approving or denying the debit request.
• Denied: The training provider will not receive reimbursement. The provider can submit a new request, but the existing request is permanently denied and the credits remain in your account.
• Approved: The request can be reimbursed to the training provider by Cisco and the credits are debited from your account.

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.

Dashboard: The fastest way to locate transactions needing your attention

1. a. Quickly locate the Submitted transactions pending your approval from the Dashboard’s Action Items section

Transactions in Submitted status (needing review and approval) will appear. Click Process to access the details.

1. b. Or, to navigate to the Submitted transactions from the Transactions tab, click Approve Debits. The quick access ribbon displays the status of all Learning Credits transactions in your account. Click a segment of the ribbon to view only those transactions.

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.

2. Requests that have been submitted by the training provider but have not yet been approved by the Team Captain have a status of Submitted. Click the Process link to take action.

3. Review the request details. Approval status is displayed at the top of the screen. In order to approve, deny, or place a debit request on hold, you must add a Note, providing any details you would like, in the Notes area at the lower right of the window. Select approval Status, then click Process.

Tip: You can also leave the status as Submitted if you simply want to add notes to the request.

4. To change the status of a request that is On Hold (only), click Approve Debits then On Hold within the status bar.  Click Process to open and update details or status.

You may then make the required notes updates and select an approval status for processing:

5. You may review a previously updated request that does not require action by clicking “View” under the Actions header. The request details will appear

You must approve or deny learning credit requests in a timely manner

It is important for the team captain to approve or deny learning credit requests in a timely manner to ensure that the requested training may take place.

When the learning captain has neither approved nor denied the learning credit request after 30 days the following will occur:

• LCMT will display Team Captain contact details to the Learning Partner.
• LCMT will send notifications with transactional detail and call to action required to both the learning partner and the team captain.
  • Note: No contact information will be sent in the system notifications. It will be displayed in LCMT only.

When the team captain has not taken action to approve or deny the learning credit request 60 days past the original posting of the request (30 days from the sharing of team captain contact information):

• LCMT will process an auto refund of the learning credit request.
• Learning Credits that have expired will refund as expired.
• LCMT notifications with transactional detail will be sent to both the learning partner and team captain.
• The learning partner cannot be reimbursed. They can create a new reservation, but the existing request is permanently denied, and the credits are returned to your account.
• If the refunded sales order (SO) has expired, reissuance will follow the standard program guidelines. So, if it is a reissued SO that has expired, those CLCs will no longer be usable. If it is a valid training that needs to be paid for, a new SO number will need to be provided to the Learning Partner. It is in everyone’s best interest to avoid auto-refunding valid transactions as it may cause issues for both you the customer and the Learning Partner. To avoid auto-refunds we need Team Captains to please approve reservations timely.

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.

2. At the right, in the Actions column, check the check box for each account that does not require manual approval by the team captain. You can enable automatic approval for some accounts or select it or deselect it for all accounts.

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:

• the customer must request the account linkage and provide Branch Team Captain information,
• the learning credits must belong to the same legal entity of the customer, and
• sales orders from different Cisco entities cannot be combined.

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.

1. Navigate to the Accounts Tab to see which Prime account has been setup. Note the sales order you wish to transfer to the Branch account.

2. Click Transactions tab then Transfer Credits option at the top.

3. You will be prompted to enter the Sales Order number that your wish to transfer. Enter the entire sales order number in the field and click Submit.

4. Enter the number of learning credits, in whole units, to transfer to the Branch account and click submit.

5. Upon submission the Prime SO# will be reduced by the number of CLCs transferred, confirmed on the Account tab below.  The Branch SO# is now created with the balance transferred and is visible to the Branch Team Captain only.

6. The learning credits are now assigned to the new sales order number within 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.

1. To pull reporting on your account transactions – go to the Transactions tab and select Search Transactions.
2. To the far left of the Search Results, click on the EXCEL icon
3. The system will download an Excel report 

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.