COLLEGE OF SOUTHERN MARYLAND

Help Session:
08/18/22 Instructor Contract Session Watch Now
08/30/22 Enhanced Cost Tracking and User Roles Watch Now
 
Fit/Gap Readiness Sessions:
Session 1 (01/18) Watch Now
Session 2 (01/20) Watch Now

Fit/Gap Sessions:
Session 1 (01/26) Video 1 Watch Now Video 2 Watch Now
Session 2 (01/27) 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)

Scheduled Training Sessions:
 
Session X: (MM/DD): Lumens Demo - If Requested  Watch Now
Workbook: No workbook
 
Topics:

  • Staff View: Menu Options, Log-in as, Staff assist Registration, Instructor Bio
  • Student: Add Student Profile, Student Self-registration, Review Student Dashboard
  • Instructor: Edit Instructor Profile, View/print Rosters & Sign-in Sheets, Email Students

 
Session 1: (02/01): System Set Up Files  Watch Now
Workbook: iPro - Level 1
 
Topics:

  • System Options: System Preferences, Financial Policies, Instructional Calendar 
  • Financial Management: Accounting Codes
  • System options:  Optional Field Set Up, List Value Mgmt
  • Room Management: Locations, Rooms
  • Instructors: Instructor Profiles, Job Titles, Education Levels and Company Types
  • Student Management: Student Profiles, Household Profiles, and Membership Types


Session 2: (02/08): Template Management  Watch Now
Workbook: Pro - 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

 

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 3: (02/15): Site Categorization   Watch Now
Session 4: (02/22): Site Categorization   Watch Now
Workbook: Pro - Level 1

  • Categories/Subcategories: Alt Subcategories, 
  • Courses: Delivery Type, Schedule Type, Discounts, Clone
  • Classes: Schedules Types, Confirmations, Reminders, Cross Listing, Class Unlock Keys, Enhanced Cost Tracking
  • Catalog: Catalog Requestor
  • Course Series Management:  Building/Creating, Listing 


Session 5:(03/02): Document Editor Watch Now
QRA:

 
Topics:

  • Document Editor Fundamentals
  • Document Editor Mail Merge/Merge Blocks

Session 5:(03/02): Certificate Essentials 
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 6: (03/08): Reporting and Merchandise  Watch Now
Workbook: Pro - Level 3
 
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


Session 7: (03/22): Class Registration  Watch Now
Session 8: (03/29): Class Registration  Watch Now
Workbook:Pro - Level 1, Pro - Level 2

Topics:

  • Registrations: Series, Late Registrations, Cancels, Transfers, Waiting Lists
  • Registrations: Response Analysis, Collection of fields at Registration
  • Shopping Cart: Payment Methods, Discounts/Promotions, Donations, Gift Cards, Scholarships, Over/Under payments, Split payments,
  • Class Information: Go/No Go Overview, Instructor Checklist, Status Change, Record Grades/Attendance/CEUs, Release Forms 
  • Instructors: Email and Confirmations, E-mail to Instructors, Instructor Portal


Session 9: (04/05): 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: (04/26) Contract Training Premium Session 1 Watch Now
Session 12: (05/10) 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 11: (05/03) Instructor Management - Watch Now 
(09/02) Instructor Contract and PPI Document Editor Creation Watch Now
Workbook: Instructor Management
 
Topics:

  • Program Overview: Introduction 
  • Instructor Profiles: Instructor Profiles, Earnings and Payments
  • Instructor Contracts: Default Templates, Create and Print Contracts
  • Reports: Instructor Reports


Session 13: (05/11) Contract Training Premium Session 2 Watch Now
Workbooks: Contract Training: Proposals & Contracts 

Topics:

  • Proposals and Contracts: Overview, Program Goal
  • Contacts: Creating a Contact Log, Key Points
  • 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 14: (05/25) 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 15: (05/31): System Options 1  Watch Now
Session 15: (05/31): System Options 2  Watch Now
Session 15: (05/31): System Options 3  Watch Now
Workbook: Power User Workbook, Pro - Level 3
 
Topics:

  • System Options: Power User Settings - Release Form Management, Refund Policy Management, Global Skip Dates
  • System Options: User Roles, Staff Members, Dashboard Admin, Evaluations, Inactive/Delete
  • Add On Options:  SSO, Twillio, Genoo, Credly

Session 16: (06/07) Online Course Providers Ed2go Watch Now
QRAs:

 Topics:

  • Initial Set-Up
  • Automatic Import


Meeting Recordings (any ad-hoc meetings outside of the training plan)
02/03: Check-in Call Watch Now
02/24: Check-in Call Watch Now
04/07: Check-in Call Watch Now
04/14: Check-in Call Watch Now
05/05: Check-in Call Watch Now
06/02: Check-in Call Watch Now
06/09: Check-in Call Watch Now
06/28: Lumens Production Build Watch Now
07/12: Scholarships Watch Now
08/02: Vacine Requirement Payment Plan Scholarships Watch Now
08/04: Check-in Call Watch Now
08/18: Instructor Contract Help Watch Now
08/18: Check-in Call Watch Now

08/18/22: Instructor Contract Session Watch Now
08/25: Check-in Call Watch Now
08/30/22: Enhanced Cost Tracking and User Roles Watch Now
09/02/22: Instructor Contract and PPI Document Editor Creation Watch Now