Training Sessions

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Black Hawk College - iPRO Training Sessions and Recordings

Kick-Off Meeting:
(7/14) Watch Now
BHC - KO PPT

Fit/Gap In-Depth Demo Sessions:
Session 1 (10/13) Watch Now
Session 2 (10/20) Watch Now
Session 3 (10/27) Watch Now

Fit/Gap Sessions:
Session 1 (11/2) Watch Now
Session 2 (11/4) Watch Now
Session 3 (11/5) Watch Now

Unit Testing Sessions
Session 1 (6/03/21) Watch Now
Session 2 (6/10/21) Watch Now
Session 3 (6/17/21) Watch Now
Session 4 (6/24/21) Watch Now
Session 5 (7/08/21) Watch Now

Meeting Recordings (any ad-hoc meetings outside of the training plan)
2/23: Gradebook Example/Demo with Mid-Point Grade Watch Now
5/18: Review of Course & Class Registration Fields Watch Now
11/9: 3rd Party Pay Modification Review w/ Tanya Watch Now
11/23: 3rd Party Modification & CTE Testing w/Tracy Watch Now
12/03: Report Training with Financial BHC Finance Team 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. Unit testing will begin during training in preparation for user acceptance testing (UAT). Links to the Unit Testing and Issue Tracking boards on Monday.com have been provided to easily track progress and report issues once unit testing begins.

Monday.com:

Unit Testing
Issue Tracking

Scheduled Training Sessions:

Session 1 (11/17): 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 2 (11/24): Workbook 1 Part 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 (12/3): Workbook 1 Part 2 Watch Now
Workbook: iPRO - Level 1

Topics:

Instructors: Instructor Profiles, Job Titles, Education Levels, and Company Types
Course Management: Catalogs, Categories/Subcategories, Courses

Session 4 (12/8): 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 5 (12/10): Workbook 1 Part 3 Watch Now
Workbook: iPRO - Level 1

Topics:

Course Management: Classes
Student Management: Student Profiles

Session 6 (12/17): Power User Part 1 Watch Now
Workbook: iPRO Power User Workbook

Topics:

System Options: Power User Settings
System Options: Staff Profiles, Instructional Calendar

Session 7 (12/22): Power User Part 2 Watch Now
Workbook: iPRO Power User Workbook

Topics:

System Options: 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 (1/7): Workbook 2 Part 1 Watch Now
Workbook: iPRO - Level 2

Topics:

System options: Template Management, Optional Field Set Up, List Value Mgmt

Session 9 (1/12): Workbook 2 Part 2 Watch Now
Workbook: iPRO - Level 2

Topics:

System Options: User Roles, Promotions
Course Management: Discounts, Lesson Release Times, In-house Course Creation – Online and Hybrid

Session 10 (1/21): Workbook 2 Part 3 Watch Now
Workbook: iPRO - Level 2

Topics:

Registration (from wkbk 1): Class Registration, Payment Methods
Students: Members Profiles, Email Students, Student Confirms, Catalog Requests
Registrations: Late Registrations, Cancels, Transfers, Waiting Lists
Instructors: Email and Confirmations
Class Information: Go/No Go Overview, Instructor Checklist, Status Change, Record Grades/Attendance/CEUs, Release Forms

Session 11 (1/28): Workbook 3 Part 1 Watch Now
Workbook: iPRO - Level 3

Topics:

Class Information (from wkbk2): Instructor Checklist, Status Change, Record Grades/Attendance/CEUs, Release Forms
System Options: Tracking settings

Session 12 (2/4): Workbook 3 Part 2 Watch Now
Workbook: iPRO - Level 3

Topics:

System Options: Inactive/Delete, Dashboard Admin
Course Management: Course Series

Session 13 (2/11): Workbook 3 Part 3 Watch Now
Workbook: iPRO - Level 3

Topics:

Course Management: Evaluations, Online Course Management
Reports: Groups, Features, Filters, Scheduled, Custom (started, but a bug in staging prevented us from completing this topic group in full. We'll review in the next session now that the bug is fixed 20210216)

Session 14 (2/18): Workbook 3 Continued Watch Now
Workbook: iPRO - Level 3

Topics:

Reports: Groups, Features, Filters, Scheduled, Custom
Registration: Cart Reservations

Session 15 (2/25): Workbook 3 Part 4 Watch Now
Workbook: iPRO - Level 3

Topics:

Registration: Over/Under Payments, Split Payment
Financial Management: Credit Vouchers, Gateways

Session 16 (3/4): 3^rd Party Pay and Accounts Receivable Part 1 Watch Now
Workbook: 3rd Party Pay & Accounts Receivable

Topics:

3rd Party Process: Company Profiles, Manage Requests: Student, Company

Session 17 (3/11): 3^rd Party Pay and Accounts Receivable Part 2 Watch Now
Workbook: 3rd Party Pay & Accounts Receivable

Topics:

3rd Party Process: Manage Requests: Staff, Templates
Accounts Receivables: Activity, Payment, Charges, Invoices, Document Archives, Edit Account, Credit Memo, Templates
Accounts Receivable Reports: 3^rd Party Class Activity, A/R Activity, Aging, A/R Balance, A/R Balance as Of, Charges/Invoices with a Balance, Student 3^rd Party Pay Request

Session 18 (3/18): 3rd Party Pay/A/R Part 3 & Instructor Mgmt. Part 1 Watch Now
Workbook: 3rd Party Pay & Accounts Receivable
Topics: 3rd Party Pay & AR

Accounts Receivables: Edit Account, Credit Memo, Templates
Accounts Receivable Reports: 3^rd Party Class Activity, A/R Activity, Aging, A/R Balance, A/R Balance as Of, Charges/Invoices with a Balance, Student 3^rd Party Pay Request

Workbook: Instructor Management
Topics:

Program Overview: Introduction
Instructor Profiles: Instructor Profiles, Earning, and Payments
Instructor Contracts: Default Templates, Create and Print Contracts

Session 19 (3/26): Instructor Mgmt. Part 2 & Contract Training Essentials Part 1 Watch Now
Workbook: Instructor Management
Topics:

Reports: Instructor Reports

Workbook: Contract Training Essentials
Topics:

Company Profiles: Company Information, Company Contract, Company Transaction History
Contract Training Classes: Adding a Course, Class Creation

Session 20 (4/1): Contract Training Essentials Part 2 Watch Now
Workbook: Contract Training Essentials

Topics:

Contract Training Classes: Class Creation
Contract Training Classes: Assign Students
Contact Log: Contact Log Creation, Contact Log Extract
Contract Training Reports: Reports
Company Access: Views, Classes, Students, Reports, Manage Requests

Session 21 (4/9): 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

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