Manitoba Unit Test Cases and Issue Tracking Template: Click Here
 
Fit/Gap Readiness Sessions:
Session 1 (03/03) Watch Now
Session 2 (03/08) Watch Now
Session 3 (03/19) Watch Now

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

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.
 
Scheduled Training Sessions:

Session 1 (5/5): 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 2 (5/7): 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 3 (5/12): Workbook 1 Continued Watch Now
Workbook: iPRO - Level 1

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

Session 4 (5/17): 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 5 (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 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 (MM/DD): 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 (MM/DD): 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 18 (MM/DD): 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
Session 17 (MM/DD): 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 ON HOLD (may complete during the post-go-live year): Online Course Providers 
QRAs:  
Topics:
  • Initial Set-Up
  • Automatic Import
  • Work with Non-Integrated OCPs