[School Name] Unit Test Cases and Issue Tracking Template: Click Here

 

Fit/Gap Readiness Sessions:
Session 1 (MM/DD) (Watch Now)
Session 2 (MM/DD) (Watch Now)
Session 3 (MM/DD) (Watch Now)

Meeting Recordings (any ad-hoc meetings outside of the training plan)
MM/DD: Insert meeting topic (Watch Now)
MM/DD: Insert meeting topic (Watch Now)
MM/DD: Insert meeting topic (Watch Now)


This page outlines your Lumens training plan. Please note that we will generally follow this schedule but may re-order the topics based on your needs. In addition, links to these recordings may become inactive one year after your implementation. If you would like to keep them past that point, we recommend downloading them.

 
Scheduled Training Sessions:
 

Session 1 (MM/DD): Lumens Demo Watch Now
Workbook: No workbook
 
Topics:
  • Student: Add Student Profile, Student Self-registration, Review Student Dashboard
  • Instructor: Edit Instructor Profile, View/print Rosters & Sign-in Sheets, Email Students
  • Company: Add Company Profile, Register/manage Students, Review and Make Payments
 
Session 2 (MM/DD): Workbook 1 Watch Now
Workbook:
iPRO - Level 1
 
Topics:
  • System Options: System Preferences, Financial Policies, Instructional Calendar 
  • Financial Management: Accounting Codes
  • Room Management: Locations, Rooms
 
Session 3 (MM/DD): Website Training Watch Now
Workbook:
Website Configuration Workbook
 

Topics:
  • Style Sheets: Main Layout Options, CSS and Style Sheets
  • Style Configuration: Colors and Fonts
  • Graphics: Banner Options; Primary, Background, and Other Graphics
  • Menus: Public Menu Structures, All Menus
  • Footers: Pre-Footer, Footer, and Branding Footer
  • Controls: User Controls, Learner Controls, Search Controls
  • Social Media: Social Media Additions

Session 4 (MM/DD): Workbook 1 Continued Watch Now
Workbook:
iPRO - Level 1

Topics:
  • Instructors: Instructor Profiles, Job Titles, Education Levels and Company Types
  • Course Management: Catalogs, Categories/Subcategories, Courses
 
Session 5 (MM/DD): Workbook 1 Continued Watch Now
Workbook:
iPRO - Level 1

Topics:
  • Course Management: Classes 
  • Student Management: Student Profiles
  • Registration: Class Registration, Payment Methods

Session 6 (MM/DD): Power User Watch Now
Workbook:
iPRO Power User Workbook
 
Topics:
  • System Options: Power User Settings

Session 7 (MM/DD): Power User Continued Watch Now

Workbook:
iPRO Power User Workbook
 
Topics:
  • System Options: Staff Profiles, Instructional Calendar, Template Management
  • Course Management: Editing Course/Class Category/Subcategory, Edit Class Term
  • Registration: Cancel/Transfer – Edit a Refund Method
  • Reports: Deleting Custom Reports

Session 8 (MM/DD): Workbook 2 Watch Now
Workbook:
iPRO - Level 2
 
Topics:
  • System options:  Template Management, Optional Field Set Up, List Value Mgmt, User Roles, Promotions
 
Session 9 (MM/DD): Workbook 2 Continued Watch Now
Workbook:
iPRO - Level 2

Topics:
  • Course Management: Discounts, Lesson Release Times, In-house Course Creation – Online and Hybrid
  • Students: Members Profiles, Email Students, Student Confirms, Catalog Requests
  • Registrations: Late Registrations, Cancels, Transfers, Waiting Lists

Session 10 (MM/DD): Workbook 2 Continued Watch Now
Workbook:
iPRO - Level 2

Topics:
  • Instructors: Email and Confirmations
  • Class Information: Go/No Go Overview, Instructor Checklist, Status Change, Record Grades/Attendance/CEUs, Release Forms 

Session 11 (MM/DD): Workbook 3 Watch Now
Workbook: 
iPRO - Level 3
 
Topics:
  • System Options: Tracking settings, Inactive/Delete, Dashboard Admin
  • Course Management:  Course Series, Evaluations, Online Course Management
 
Session 12 (MM/DD): Workbook 3 Continued Watch Now
Workbook: iPRO - Level 3
 
Topics:
  • Reports: Groups, Features, Filters, Scheduled, Custom

Session 13 (MM/DD): Workbook 3 Continued Watch Now
Workbook: iPRO - Level 3
Topics:
  • Registration: Cart Reservations, Over/Under Payments, Split Payments
  • Financial Management: Credit Vouchers, Gateways

Session 14 (MM/DD): 3rd Party Pay and Accounts Receivable Watch Now

Workbook:
 3rd Party Pay & Accounts Receivable
 
Topics:
  • 3rd Party Process: Company Profiles, Manage Requests: Student, Company, Staff, Templates
  • Accounts Receivables: Activity, Payment, Charges, Invoices, Document Archives, Edit Account, Credit Memo, Templates

Session 15 (MM/DD): 3rd Party Pay and Accounts Receivable Continued Watch Now

Workbook:
 3rd Party Pay & Accounts Receivable
 
Topics:
  • Accounts Receivable Reports: 3rd Party Class Activity, A/R Activity, Aging, A/R Balance. A/R Balance as Of, Charges/Invoices with a Balance, Student 3rd Party Pay Request
 
Session 16: Instructor Management Watch Now - Flexible placement based on client
Workbook: Instructor Management
 
Topics:
  • Program Overview: Introduction
  • Instructor Profiles: Instructor Profiles, Earning and Payments
  • Instructor Contracts: Default Templates, Create and Print Contracts
  • Reports: Instructor Reports

Session 17: Document Editor Watch Now
QRA:
 
Topics:
  • Document Editor Fundamentals
  • Document Editor Mail Merge/Merge Blocks
 
 
Optional Sessions (These sessions are needed depending on the needs of the customer. We may move these sessions into the regular training plan above):

 
Recorded Training: Merchandise Watch Now
Workbook:
Merchandise
 
Topics:
  • Merchandise Overview: Introduction
  • Merchandise Set-up and Preparation: System Options, Course Management, Attributes, Item Management, Assigning Items - Course or Class, Assigning Items - Independent Sales, Assigning Items - Course Series or Certificate
  • Merchandise Buyers Experience: Purchase Individual Item, Purchase Class with Merchandise
  • Merchandise Staff Management and Maintenance: Purchase, Delivery Tracking, Transfers or Returns, Reports
 
Session XX: Online Course Providers Watch Now
QRAs:
 
Topics:
  • Initial Set-Up
  • Automatic Import
  • Work with Non-Integrated OCPs

Add-ons (These sessions are needed depending on what was purchased. We may move these sessions into the regular training plan above):

Session XX: Contract Training Essentials Watch Now

Workbook: 
Contract Training Essentials
 
Topics:
  • Company Profiles: Company Information, Company Contract, Company Transaction History
  • Contract Training Classes: Adding a Course, Class Creation, Assign Students
  • Contact Log: Contact Log Creation, Contact Log Extract
  • Contract Training Reports: Reports
  • Company Access: Views, Classes, Students, Reports, Manage Requests
 
Session XX: Contract Training Premium Session 1 Watch Now
Workbooks:
Contract Training Fundamentals

Topics:
  • Fundamentals: Introduction and Overview, Program Goal
  • System Options: System Preferences, Financial Policies, Instruction Calendar, Optional Fields, Optional Fields - Custom, User Roles, Template Management, Power User Settings
  • Profile Management: Profile Options, Slim Profile, CT Exclusive Profile, Locations, Instructor Profiles, Company Creation, CT Vendors
  • Contract Preparation: Course Creation, Contract Training Classes, Contract Training Templates
 
Session XX: Contract Training Premium Session 2 Watch Now
Workbooks:
Contract Training: Proposals & Contracts

Topics:
  • Proposals and Contracts: Overview, Program Goal
  • Contacts: Creating a Contact Log
  • Proposal Management: Preparation, Creation, Logistics, Document Editor, Document Archive, Proposal Conversion to Contract
  • Contract Management: Creation, Document Editor, Account, Logistics, Grant Funding, Addendum, Document Archive

Session XX: Contract Training Premium Session 3  Watch Now
Workbooks:
Contract Training: Contract Events & Post Events

Topics:
  • Contract Events and Post-Events: Introduction & Overview, Program Goal
  • Event Management: Event Preparation, CT Class Rosters, CT Logistics, 
  • Billing & Payment Tracking: Updating a Billing Agreement, Accounts Receivable for Contracts, Instructor Contracts & Payments, 
  • Company Access: Company View: Dashboard & Profile, Company View: Classes & Students, Company View: Reports
  • Reports: Contract Training Report Group, LERN Analysis Report Group

Session XX: Certificate Essentials Watch Now
Workbook: 
Certificate Essentials
 
Topics:
  • Certificates in Lumens
  • Administrative Options: System-Level Settings, Templates, Prerequisites
  • Certificate Creation: Add Certificates, Courses and Attributes, Prerequisites, Publish Certificate, Variations 
  • Certificate Registration: Staff, Student
  • Certificate Management: Managing Certificate Participants, Reports

Session XX: Certificate Essentials Continued Watch Now
Workbook: 
Certificate Essentials
 

Topics:
  • Certificates in Lumens
  • Administrative Options: System-Level Settings, Templates, Prerequisites
  • Certificate Creation: Add Certificates, Courses and Attributes, Prerequisites, Publish Certificate, Variations 
  • Certificate Registration: Staff, Student
  • Certificate Management: Managing Certificate Participants, Reports