Wilmington University :-)

 
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:
 
Lumens Demo (MM/DD) - TBD
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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 (05/11): System Set Up Files 
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Workbook: Pro - Level 1
 
Topics:
  • System Options: System Preferences, Financial Policies, Instructional Calendar 
  • Financial Management: Accounting Codes
 
Session 2 (05/18): Locations, Instructor Profile, Student Profile 
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Workbook: Pro - Level 1

Topics:
  • Room Management: Locations, Rooms
  • Instructors: Instructor Profiles, Job Titles, Education Levels and Company Types
  • Student Management: Student Profiles, Household Profiles, Membership Types, Benefits, Member Management, Fairway ( Lottery)
  • System options:  Optional Field Set Up, List Value Mgmt

Session 3 (05/25): Template Management 
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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

Session 4 (06/01): Website Training
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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 (06/08): Site Categorization 
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Workbook: Pro - Level 1
  • Categories/Subcategories: Alt Subcategories, 
  • Courses: Delivery Type, Schedule Type, Discounts, Clone
  • Catalog: Catalog Requestor
  • Course Series Management:  Building/Creating, Listing 

Session 6 (06/15): Class Registration/Site Categorization Cont
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Workbook:Pro - Level 1, Pro - Level 2

Topics:
  • 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, 
  • Classes: Schedules Types, Confirmations, Reminders, Cross Listing, Class Unlock Keys, Enhanced Cost Tracking

Session 7 (06/22): Contract Training Essentials
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Workbook: Contract Training Essentials
 
Topics:
  • Company Profiles: Company Information, Company Contacts, 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 8 (06/29): Class Info and Instructor Management
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Workbook: Instructor Management
 
Topics:
  • Instructors: Email and Confirmations, E-mail to Instructors, Instructor Portal
  • Class Information: Go/No Go Overview, Instructor Checklist, Status Change, Record Grades/Attendance/CEUs, Release Forms 
  • Program Overview: Introduction 
  • Instructor Profiles: Instructor Profiles, Earnings and Payments
  • Instructor Contracts: Default Templates, Create and Print Contracts
  • Reports: Instructor Reports

Session 9 (07/06): 3rd Party Pay / Accounts Receivable 
A/R - 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 (07/13): Canvas Configuration and Setup
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Workbook: Canvas Integration - Overview, Lumens & Canvas Integration Setup
 
Topics:
  • Canvas: Canvas Setup, Scopes
  • Lumens: Lumens Canvas Settings, Lumens Configuration, "Go to Class" Link, Linking Lumens Classes to Canvas Classes

Session 11 (07/20): Reporting 
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Workbook: Pro - Level 3
 
Topics:
  • Reports: Groups, Features, Filters, Scheduled, Custom
  • Credit Card Report Page:

Session 12 (07/27): System Options 
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Workbook: Power User Workbook, Pro - Level 3, Document Editor Fundamentals, Document Editor Mail Merge/Merge Blocks
 
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
  • Registrations: Response Analysis, Collection of fields at Registration
  • Document Editor: Document Editor Fundamentals, Document Editor Mail Merge/Merge Blocks

Recorded Training: Merchandise
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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  

Meeting Recordings (any ad-hoc meetings outside of the training plan)

06/15: Process Call - Power User Settings 1
03/29: Program Discovery
04/13: Process Call