Financial Consumer
Agency of Canada Agence de la consommationen matière financière du Canada
Resource database input tool:
Create new resource or a new event process
The Financial Consumer Agency of Canada (FCAC) is developing a financial literacy resource database that will provide Canadians with a comprehensive listing of financial literacy resources, events, tools and information from various financial education providers, including the public, private and non-for-profit sectors.Submit information with the resource database input tool
FCAC invites financial education providers across the country to include their resources and events in the database by submitting information using the Resource database input tool.
This tool is the primary method to submit information on your financial literacy resources and events.
To submit a resource or event for consideration in the resource database, you need an FCAC account. To learn more about FCAC accounts, please view the “Account management process” document.
This document will clearly outline how to:
• navigate the resource database input tool dashboard;
• create a new resource or event;
• edit an existing resource or event.
If you have any questions, comments or require assistance, please contact FCAC at [email protected].
Section A: Getting to know the input tool dashboard p. 2
Section B: Input a new resource p. 6
Section C: Input a new event p. 10
Section A: Getting to know the input tool dashboard
Section A: Getting to know the input tool dashboard
A2 At any time, you can switch between your dashboard (Resources and events
link), Account management or view the Terms of use. These links can be
found in the upper right hand corner of your page.
A3 You can search the dashboard in several ways. You can use each search function separately, or in combination with each other. Regardless of which you use, click on the Search button to start the search.
Tip:
Click the Clear all button to return to default settings.
A4 Search by type: Check or uncheck the box to indicate whether you want to
A6 Search by status: Using the dropdown menu, choose the status you wish to
search by.
Status
Draft Review Approved Published Expired
The resource or event information is currently being edited by the organization. The resource or event has been submitted to FCAC for review.
The resource or event has been approved by FCAC and will be published to the database. The resource or event is publicly available in the resource database. The published resource or event is no longer visible to the public. It can still be seen in the organization’s dashboard.
TIP:
If the resource or event is not approved by FCAC, an email notification will be sent to the Administrator and the status will be changed back to Draft.
A7 You can sort your dashboard by Type, Name, Version, Status, Publish Date,
or Expiration Date. Click on each column name to sort by that column. You
can sort before or after you perform a search.
Version A resource or event submission can go back and forth between Draft, Review,and Approved status multiple times within the same version.
Section A: Getting to know the input tool dashboard
Publication Date This option allows you to set a publication date. The publication date is when the information will be publicly available in the resource database. The Status will not change to Published until the date provided is
reached.
Expiration Date The resource or event will automatically be removed from the publicly available resource database on the date indicated in this field. The information will remain available to the organization and to FCAC and the submission will have a status of Expired.
A8 In the Actions column, you can perform several actions. Please see Section D
for more information.
A9
Tip:
Organization Administrators can also submit directly from the dashboard by clicking the
Section B: Input a new resource
B1 To enter a new resource into the database, click on the Create new resource
button.
B2 Follow the instructions at the top of each page for more information. Fields marked with a red asterisk (*) are mandatory
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You can hide the instruction box by clicking the Hide instructions button. Click Show
Section B: Input a new resource
B3 Begin with the Resource information tab and enter the information
requested.
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You must first Save the Resource information tab before you can proceed to the Resource
B4 Click on the Resource detail tab and enter the information.
B5 If you wish to link the resource to an event you or another at your organization have entered into the database, click on the Related events tab. This step is
optional or can be done at a later date.
B6 To save a draft of the information, click on the Save button at the top or
bottom of any page. This will also allow you to continue entering information about the resource at a later date.
Note: the Save button does not submit the resource to FCAC for approval
and publishing in the database. The organization’s Administrator must
click on the Submit button to send to FCAC for review and approval to
Section B: Input a new resource
B7 Delegates: If you have finished entering all the information and would like the
resource submitted to FCAC, notify your organization’s Administrator.
Tip:
Section C: Input a new event
C1 To enter a new event into the database, click on the Create new event
button.
C2 Follow the instructions at the top of each page for more information. Fields marked with a red asterisk (*) are mandatory
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You can hide the instruction box by clicking the Hide instructions button. Click Show
Section C: Input a new event
C3 Click on the Event information tab and enter the requested information.
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C4 Click on the Event details tab and enter the requested information.
C5 To enter information about the event time, date and location, click on the
Section C: Input a new event
C6 Enter the requested information for the event and click on Save.
Note: you must either choose Virtual event or In-person event by checking
the appropriate box under each title. The Venue box is checked by
default.
C9 You must enter the Recurrence pattern and the Range of recurrence.
Click on Save to save the recurrence information. Click on Cancel to exit this
activity.
C10 Once saved, you can go back and Edit or Delete the information.
C11 Option: Add another scheduled event with the same event information and
details.
If you are offering the same event, but at another location, you can simply create a new event by clicking on the Add new scheduled event button. This saves you the time of re-entering
Section C: Input a new event
C12 If you wish to link the event to a resource you or another at your organization
have entered into the database, click on the Related resources tab. This step
is optional or can be done at a later date.
C13 At any time while entering information, click on the Save button. This will
permit you to continue entering information about the event at a later date.
Note: the Save button does not submit the event to FCAC for approval and
posting in the database. The Administrator must click on the Submit
button at the top or bottom of any page to send to FCAC for review and approval to be published to the database.
C14 Delegates: If you have finished entering all the information and would like the
event submitted to FCAC, notify your organization’s Administrator.
Tip:
Section D: Edit, make a copy or delete a resource or event
D1 You can perform up to four different actions in the Actions column,
depending on the status of your entry.
Actions
View Edit Duplicate Delete
D2 Clicking on the magnifying glass icon will allow you to view an entry. This option is available for every status except Draft status.
D3 Clicking on the pencil icon will give you access to the edit screen where you may edit, save or submit a product (based on your role’s accessibility).
Tip:
Only an Administrator can submit resources or events to FCAC for review and approval.
D4 If the resource or event you want to edit is already published, a new version is automatically created when you hit Save in the edit screen.
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Section D: Edit, make a copy or delete a resource or event
D5 Clicking on the copy icon will allow you to duplicate an entry to create a new submission with the same data. You can then proceed to edit the new entry.
D6 Clicking on the X icon will delete the entry from the dashboard. Once deleted, the entry cannot be retrieved.
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