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Sheridan College:
Check in call 042522 TST1 and TST Discussion Watch Now
Sheridan Third Party Training Session 4/27 Watch Now
Sheridan Contract Training Session 5/4 Watch now
International Studnet Registration Example Watch Now
LMC Training Watch Now
Student Guide Video 8/8 Watch Now
Duplicate Consolidation Walkthrough 5/5/23 Watch Now
Cancel Non-Synced Failed Registration 5/10/23 Watch Now Cancel Non-Synced Failed Registration Document

Fit/Gap Readiness Sessions:
Session 1 (MM/DD) (Watch Now)
Session 2 (10/04) (Watch Now)
Session 3 (10/13) (Watch Now)

Meeting Recordings (any ad-hoc meetings outside of the training plan)
10/13: Process Session 1 (Last 60 Minutes)(Watch Now)
10/19: Process Session 2 (Watch Now)
10/22: Website Tech Discussion (Watch Now)
10/22: Process Session 3 (Watch Now)

Fit Gap Sessions:
Session 1 (10/27) (Part 1 Watch Now) ( Part 2 Watch Now)
Session 2 (10/28) (Part 1 Watch Now) ( Part 2 Watch Now)
Session 3 (10/29) ( Entire Video 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 (7/27): 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 2 (11/17): Lumens Demo (Watch Now Part 1) (Watch Now Part 2)
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 3 (11/24): System Set Up Files, Instructor Profile, Student Profie Watch Now
Workbook: iPRO - Level 1
 
Topics:
  • System Options: System Preferences, Financial Policies, Instructional Calendar 
  • Financial Management: Accounting Codes
  • Room Management: Locations, Rooms
  • Instructors: Instructor Profiles, Job Titles, Education Levels and Company Types
  • Student Management: Student Profiles

Session 4 (12/01): Template Management  Watch Now
Workbook: iPRO - Level 2
 
Topics:
  • System options:  Template Management
  • Website Templates: Guest, Learner, Instructor, Staff Welcome Pages
  • Email Templates: Profile Notice, Registration Confirmations, Custom confirmations
  • Custom E-mail Templates: Confirmations, Reminders
  • Custom Web Page Templates: eg. Training Page

Session  (01/05): Training Staff Profile set up - import data review Watch Now
Session 5 (12/08): Site Categorization  Watch Now
Session 6 (01/19): Site Categorization  Watch Now
Workbook: iPRO - Level 1

Topics:
  • Categories/Subcategories: Alt Subcategories
  • Courses: Delivery Type, Schedule Type, Discounts, Clone
  • Classes: Schedule, Confirmations, Reminders, Class Unlock Keys, Enhanced Cost Tracking, Default Registration Dates, Clone
  • Catalog: Catelog Requestor 
  • Course Series Management: Building Creating, Listing
Restart - 
Session 5 (02/16): Site Categorization  Watch Now
Workbook: iPRO - Level 1

Topics:
  • Courses: Delivery Type, Schedule Type, Discounts, Clone
  • Classes: Schedule, Confirmations, Reminders, Class Unlock Keys, Default Registration Dates, Clone
  • Catalog: Catelog Requestor 
Session 6: (02/23/DD): Course Series, Class Registration  Watch Now
Workbook: Pro - Level 1, Pro - Level 2

Topics:
  • Course Series Management: Building Creating, Listing
  • Registrations: Series, Late Registrations, Waiting Lists
  • Shopping Cart: Payment Methods, Customized Payment Methods, Discounts/Promotions, Donations, Gift Cards, Scholarships, Over/Under payments, Split payments,
  • Withdraw/Cancel/Transfer: Refunds, Credit Vouchers, 
  • Registrations: Response Analysis, Collection of fields at Registration

Session 7: (03/02): Certificate Management Document Editor Watch Now   Part 2 Watch Now
Zero Dollar Certificate Part 3 Watch Now
Workbook: Certificate Essentials
 
Topics:
  • Class Information: Status Change, Record Grades/Attendance/CEUs, 
  • 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 8: (03/09): Reporting  Watch Now
Workbook: Pro - Level 3 Report Selection Guide: Open Enrollment  Contract Trainin ?g
 
Topics:
  • Reports: Groups, Features, Filters, Scheduled, Custom
  • Credit Card Report Page:
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

Withdrawal Process Video (03/17) Watch Now

Session 09 (03/23): 3rd Party Pay and Accounts Receivable Watch Now
Workbook: 3rd Party Pay & Accounts Receivable
 
Topics:
  • Demo Company: Add Company Profile, Register/manage Students, Review and Make Payments
  • 3rd Party Process: Company Profiles, Manage Requests: Student, Company, Staff, Templates
  • Accounts Receivables: Activity, Payment, Charges, Invoices, Document Archives, Edit Account, Credit Memo, Templates
  • 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 10 (03/30): 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 X: (04/06): System Options  Watch Now
Workbook: Power User Workbook, Pro - Level 3
 
Topics:
  • System Options: Power User Settings - Release Form Management, Refund Policy Management, Global Skip Dates, Merchandise Settings
  • System Options: User Roles, Staff Members, Dashboard Admin, Evaluations, Inactive/Delete
  • Enhanced Cost Tracking,
  • Add On Options:  SSO, Twillio, Genoo, Credly

Session XX: Online Course Providers Watch Now
QRAs:
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