Washington County Community College
 
 
Unit Test Cases and Issue Tracking Template: Click Here
 
This page outlines your Lumens Implementation plan. Please note that we will generally follow this schedule but may re-order the topics based on your needs. 
 
Scheduled Implementation  Sessions:
 
Session 1 (10/19): Lumens Guided Tour - 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, Login as Instructor, View/print Rosters & Sign-in Sheets, Email Students
• Company: Edit Company Profile, Login as Company, View Students, Class Activity, Company Activity, Manage Requests, Dashboard - Transaction History

 
Session 2 (12/08): System Files, Locations, Instructor & Student Profile  -  Watch Now
Workbook: iPro - Level 1
 
Topics:

• System Options: System Preferences, Financial Policies, Instructional Calendar 
• Financial Management: Accounting Codes
• Room Management: Locations, Rooms
• System options:  Optional Field Set Up, List Value Mgmt.
• System options: Staff Members
• Instructors: Instructor Profiles
• Student Management: Student Profiles

 
Session 3: (12/20): Template Management -  Watch Now
Workbook: iPro - Level 2
 
Topics:

• System options:  Template Management
• Website Templates: Guest, Learner, Instructor, Staff Welcome Pages
• Email Templates: Power users Only - Profile Notice, Registration Confirmations, Custom Confirmations
• Custom E-mail Templates: Confirmations, Reminders
• Custom Web Page Templates: e.g. Training Page

 
Session 3: (12/20): 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 4: (01/10/23): Site Categorization  (1-2 sessions)  Watch Now
Workbook: iPro - Level 1
 
Topics:

• Categories/Subcategories: Alt Subcategories, 
• Courses: Course ID, Delivery Type, Schedule Type, Discounts, Clone
• Catalog: Catalog Requestor

 
 
Session 5: (01/17/23): Site Categorization  (1-2 sessions)  Watch Now
Workbook: iPro - Level 1
 
Topics:

• Classes: Schedule Types, Confirmations, Reminders, Class Unlock Keys, Enhanced Cost Tracking
• Prerequisites: Task, Question, Course, Upload - Required, Optional

 
Instructor Profile, Student Profile
Workbook: iPro - Level 1
 
Topics:

• Instructors: Instructor Welcome, Instructor Profiles, Past, Current and Future Rosters,
• Student Management: Student Profiles, Print View, Create Voucher, Profile Notice, Consolidate Profiles, Login as (testing), Account, Household Profiles

If time allows:

• Student Dashboard: Class Meeting in the next 7 days, Current Registrations - Release form, Link to URL, My Transcript - POC, Grades, Attendance, CEUs, My Transactions - Voucher and A/R Balance, Cancel - self drop.

 
Session 6: (03/21/23): Review & Student Profile Watch Now
Workbook: iPro - Level 1
 
Topics:

• Review: Categories, Subcategories, Courses, Classes, Accounting Codes, Instruction Calendar, Locations, Rooms, Room Features, Template Management, Instructors
• Student Management: Student Profiles, Print View, Create Voucher, Profile Notice, Consolidate Profiles, Account, Login as (testing), Household Profiles.
• Student Dashboard: Class Meeting in the next 7 days, Current Registrations - Release form, Link to URL, My Transcript - POC, Grades, Attendance, CEUs, My Transactions - Voucher and A/R Balance, Cancel - self drop.

 
Session 7 (03/28/23): Class Registration (1-2 Sessions) Watch Now
Workbook: iPro - Level 1, iPro - Level 2
 
Topics:

• Course Series Management:  Single/ Multi class groups, Class Listing - with series.
• Student Registrations: Classes, Series, Waiting Lists, Shopping Cart - Payment Method, Request Company to Pay for Class.
• Staff Assist Registrations: Late Registrations, Payment Methods, Over/Under Payments, Split Payments.
• Cancel/Transfer: Student Self Drop/Transfer, Refunds, Refund Without Cancelation, Defer to Student Account, Student Account Payment to 3rd Party.

 
Session 8 (04/04/23): 3rd Party Pay and Accounts Receivable (1-2 Sessions) 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 9.1 (04/18/23): Contract Training Premium & Document Editor - Part 1 Watch Now
Workbooks: 
 
Topics:

• Fundamentals: Introduction and Overview, Program Goal
• CT Vendors: Generic, or Specific
• Company: Company Creation
• Contacts: Creating a Contact Log, Key Points
• Profile Management: Profile Options, Slim Profile, 
• Proposals and Contracts: Overview, Program Goal
• 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

 
Document Editor
QRA:
Document Editor Fundamentals
Document Editor Mail Merge/Merge Blocks
Topics:
Document Editor Fundamentals
Document Editor Mail Merge/Merge Blocks
 
Session 9.2 (04/25/23): Contract Training Premium - Part 2  Watch Now
Workbooks: 
 
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 10 (05/02): Reporting & System Options(1-2 Weeks)  Watch Now
Workbook: iPro - Level 3
 
Topics:

• Reports: Groups, Features, Filters, Scheduled, Custom
• Credit Card Report Page:

 
System Options  
Workbook: iPRO Power User Workbook, iPro - 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, 
• Add On Options:  SSO, Twillio, Genoo, Credly

Session 11 (05/16): System Options, Class Info & Instructor Management Watch Now 
 
System Options
Workbook: iPRO Power User Workbook, iPro - Level 3
 
Topics:

• System Options: Dashboard Admin, Evaluations, 
• Add On Options:  SSO, Twillio, Genoo, Credly

 
Class Info & Instructor Management
Workbook: Instructor Management
 
Topics:

• Instructors: Email and Confirmations, E-mail to Instructors, Instructor Portal
• Class Information: Class Status Change, Record Grades/Attendance/CEUs, Release Forms 
• Go/No Go Overview: Introduction 
• Instructor Profiles: Instructor Profiles, Earnings and Payments
• Reports: Instructor Reports

Session 12 (06/06): Online Course Providers Watch Now
QRAs:

• ProTrain Initial Setup
• UGotClass Initial Setup
• World Education Initial Setup
• OCP Automatic Import Process
• How to Utilize Non-Integrated OCP

 
Topics:

• Initial Set-Up
• Automatic Import
• Work with Non-Integrated OCPs  

Session XX: Certificate Essentials Watch Now
Workbook: Certificate Essentials
 
Topics:

• Certificates in Lumens: Proof of Completion - Grades, Attendance, Student Transcript, 
• Administrative Options: System-Level Settings, Templates, Prerequisites
• Certificate Creation: Add Certificates, Courses and Attributes, Prerequisites, Publish Certificate, Variations
• Certificate Registration: Staff, Student, Class Listing with Certificates
• Certificate Management: Managing Certificate Participants, Reports

 
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/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

 
Fit/Gap Sessions:
 
Planning Guide : Anthology
Session 1 (MM/DD) Watch Now
Session 2 (MM/DD) Watch Now
Session 3 (MM/DD) Watch Now
 
Meeting Recordings (any ad-hoc meetings outside of Implementation plan)
MM/DD: Insert meeting topic (as link)
MM/DD: Insert meeting topic (as link)
MM/DD: Insert meeting topic (as link)