Training guides and instructional eLearning videos
Please be advised that the LOOP platform works best with the following browsers: Safari, Chrome and Firefox. Our two-page fact sheet summarizes the new, mobile-friendly LOOP.
| Course Title | Course Description |
|---|---|
| Project New Horizon Release 2 Licensee Overview Video | This video highlights the major changes impacting licensees in Release 2 of the PLCB’s Project New Horizon. (4:10) |
Licensee Maintenance - Add Authorized Agent QRG
| This course reviews how to add and/or remove an Authorized Agent in LOOP. Authorized Agents are personnel who can pick up products on behalf of a licensee.. See related eLearning: Licensee Maintenance - Add Authorized Agent eLearning (1:28) |
| Licensee Maintenance - Add Special Order Supplier(s) as Authorized Vendor(s) QRG | This course reviews how to add a supplier as an authorized vendor in LOOP for purposes of placing Special Orders (SOs) for review and approval by licensees in LOOP. See related eLearning: Licensee Maintenance - Add Special Order Supplier(s) as Authorized Vendor(s) eLearning (1:56) |
| License Maintenance – Manage Contacts (Members) QRG | This course reviews how licensees with a designated Licensee Administrator role can update contact details, referred to as “member information,” in LOOP. The “Members” area within LOOP is used to provide access and assign roles that determine what tasks and data can be performed/viewed by individuals within a licensee's organization. See related eLearning: Licensee Maintenance - Manage Contacts (Members) eLearning (3:20) |
| Licensee Maintenance - Manage Payment Method QRG | This course reviews how to update and add licensee payment methods in LOOP. See related eLearning: Licensee Maintenance – Manage Payment Method eLearning (3:31) |
| Licensee Maintenance - Manage Purchase Lists QRG | This course reviews how licensees with a designated Licensee Buyer, Approver or Admin role create, manage or delete purchase lists in LOOP. See related eLearning: Licensee Maintenance - Manage Purchase Lists eLearning (6:31) |
| Licensee Maintenance - View and Update Profile Information QRG | This course reviews how a licensee views and edits licensee profile data in LOOP. See related eLearning: Licensee Maintenance - View and Manage Profile Information in LOOP eLearning (1:26) |
| Licensee - Cancel Placed Orders in LOOP QRG | This course reviews how to cancel an order placed in LOOP. See related eLearning: Licensee - Cancel Placed Orders in LOOP eLearning (2:07) |
| Licensee - Special Order Approval QRG | This course reviews how licensees with a designated Licensee Approver role review and approve Special Orders (SOs) placed in LOOP. See related eLearning: Licensee - Special Order Approval eLearning (2:07) |
| Licensee - Submit Return Request in LOOP QRG | This course reviews the process for Licensee Admins to initiate and submit a return request in LOOP. See related eLearning: Licensee - Submit Return Request in LOOP eLearning (2:34) |
| Licensee - View Placed Orders and Details in LOOP QRG | This course reviews how licensees with a designated Licensee Buyer role view placed orders and order details in LOOP. See related eLearning: Licensee - View Placed Orders and Details in LOOP eLearning (1:15) |
| Licensee – LOOP Order Entry QRG | This course reviews how to enter and manage orders placed in LOOP. See related eLearning: Licensee - LOOP Order Entry eLearning (9:39) |
| Permittee – Completing the Bulk Purchase Form in LOOP QRG | This course reviews the required steps to complete a Bulk Purchase Form in LOOP. See related eLearning: Permittee - Completing the Bulk Purchase Form in LOOP eLearning (2:58) |
| Licensee - Changing Email Preferences in LOOP QRG | This course provides a walk through for licensees on how to change personal email preferences within the LOOP platform. |