URL to the LMS

List URL provided by Intellek.

LMS URL:

LMS Administrator(s)

For each person who will be an Administrator, in the Import_Learners.xlsx sheet, enter the appropriate code in the SecurityProfileCode column. (Review the Importing LMS user data and Security Profiles topics.)

List of LMS Admins:

Complete Import_Learners.xlsx worksheet

•Review the Importing LMS user data topic for details.

•Submit a copy to support@Intellek.io for testing prior to upload.

Import_Learners.xlsx submitted to Intellek:

Approved by Intellek:

Date that end-users will be/were allowed in the system

Determine date

Date:

First objective for implementing the LMS

Define objective(s)

Objectives:

Will you be automating the import process or maintaining users manually?  Why?

If Yes:

•Identify a network location to store the Import_Learners.xlsx workbook

•Create a batch file to upload the file every night to your Intellek SFTP IMPORT folder

If No:

•Identify the network location where the Import_Learners.xlsx worksheet will be stored and maintained

Automate Import:

Why/Why Not:

Batch File Created:

Network Location of Import_Learner file:

If the data is automated, who is the contact for this?

In the COMMUNICATION PAGE section below, enter the email address for the person to receive import failure notifications

Contact:

SETTINGS PAGE

(See the LMS Settings topic)

Modules

Use the Compliance Manager?

•If Yes: Select the check box. (See the COMPLIANCE PAGE section below.)

•If No: Leave the check box clear (unchecked)

Activate Compliance Module:

Pages

•Show Calendar?

•Show Library?

We recommend you keep both options selected, unless you’re not scheduling Events just yet. If not scheduling Events, then clear the Calendar check box.

Show Calendar:

Show Library:

Single Sign-on

Will you be using SSO?

Will external access to LMS be allowed?

If using SSO:

•Identify the SSO Path.

•Plan an announcement to end-users with the URL and their login credentials.

Use SSO:

Allow external access:

SSO Path:

Announcement Prepared:

SETTINGS > THREE DOT MENU > BRANDING

(See the Branding and Colors topic)

Branding

Logo?

Filename:

Location:

Colors

Color?

Primary:

Accent:

USERS > THREE DOT MENU > SETTINGS

(See the Users page settings topic)

Settings > Account

If allowing external access to the LMS:

•Will you allow users to change their password?
If Yes: Select the Allow users to change their password check box.

•Allow account recovery?
If Yes: Select the Allow account recovery check box.

Allow Change Password:

Allow Account Recovery:

Settings > Account Self-creation

Are you allowing anyone to create their own accounts? If Yes:

•Do you want those requests approved?

•If so, who will approve those requests?

•Do you want to require completion of additional fields (i.e., Location, Department, Telephone, etc.)? If Yes, select the appropriate field/data item check box(es).

Create Own Accounts:

Require Request Approval:

Who Approves:

Additional required data:

Settings > History

Allow users to Add History? If Yes:

•Do you want those additions approved?

•If so, who will approve those requests?

Allow Add History:

Require Request Approval:

Who Approves:

CALENDAR > THREE DOT MENU > SETTINGS

(See the Calendar Page Settings topic)

Settings

•Decide on the default View for your end-users.

•Set appropriate Calendar default Location.

•Enrollment Options: Do you require a reason when a user requests enrollment?

•Do you require a reason when a user cancels enrollment?

•Do you want the end-user’s manager to be cc’ed when a user enrolls?
(Note:  If selected, assigned managers will receive messages for EVERY Event to which one of their staff enrolls!)

Default Calendar View:

Default Location:

Enrollment Options:

LIBRARY > THREE DOT MENU > SETTINGS

(See the Library Page Settings topic)

Detail

Courses are shown as New/Updated for 7 days by default. Do you want to change this?

Change Course New/Updated time limit?

How many days:

Rating

Allow users to Rate Courses/Paths?

If Yes:

•Select the # of Stars for Required Feedback

•Do you want to Show user info?

Allow Rating:

Required Feedback Stars:

Show user Info:

Surveys

Show user information in reports to:

•Company admins only

•All report users

Show Survey Info to:

Paths

Change the Learning Path graphic shown in the Library? If yes, identify the name/location of the graphic.

Name/location of the graphic:

COMMUNICATION > THREE DOT MENU > SETTINGS

(See the Communications Page Settings topic)

User Import

Identify the Email address to receive User Import Notification email messages.

User Import Notification Email Address:

Signatures

Set the appropriate Sender Display Names and email Addresses to be sent from the LMS:

•LMS Administrator

•Training Administrator

•Up to 8 Owners (Sender 1 through Sender 8) as needed.

Administrator Name:

Administrator Email Address:

Training Administrator Name:

Training Administrator Email Address:

Sender 1 Name:

Sender 1 Email Address:

Sender 2 Name:

Sender 2 Email Address:

Sender 3 Name:

Sender 3 Email Address:

Sender 4 Name:

Sender 4 Email Address:

Sender 5 Name:

Sender 5 Email Address:

Sender 6 Name:

Sender 6 Email Address:

Sender 7 Name:

Sender 7 Email Address:

Sender 8 Name:

Sender 8 Email Address:

CALENDAR > THREE DOT MENU

Event Cancel Reasons

•Review the default Event Cancellation Reasons.

•Add, modify, or delete as needed.

Document the final list of Event Cancel Reasons.

Locations

To be set for each Location.

(Gather this data in a list and set AFTER the initial Import_Learners upload)

•Identify Locations being populated in the Import_Learners.xlsx workbook.

•Identify the Time Zone for each Location.

•Identify the Local Date Format to be used for each Location.

•Identify the Local Time Format for each Location.

•Set Default Paper Size (used for Attendance Rosters).

Document the list of Locations/Details:

AFTER initial Import_Learners upload.

Locations > Venue(s) tab

•Identify all Venues (e.g., Conference/Training Rooms) for each Location.

•Add Venue(s) for each Location.

•Select the Default Events check box for the appropriate default Venue for the Location.

Document the list of Venues for each Location:

LIBRARY > THREE DOT MENU

Course Types

•Initially review to familiarize yourself with each Course Type and its associated Deliveries and Sub-deliveries.

•When ready, set the appropriate options on the Defaults tab.

Make a list of each Course Type with its associated Deliveries and Sub-deliveries.

Course Types > Course Defaults tab

(Perform for each Course Type)

•Set Default Duration.

•Set Default Unit of Measurement (minutes/hours).

•Set Default Delivery (finalize before selecting).

•Set Default Sub-delivery (finalize before selecting).

•Set Default Registration Rule (if necessary).

•Set Default Language (if necessary).

•Set Default Category (Categories and Subcategories must be created first).

•Set Default Enroll Open Days (as appropriate).

•Select the Default Survey (provided Survey(s) have been created).

•Select the Default Certificate (provided Certificate(s) have been created and published).

•Set the Default Class Size (as appropriate).

Document the Defaults applied to each Course Type.

Deliveries

(Perform for each Course Type)

•Review available options.

•Add, modify, delete as desired.

•As needed, upload an appropriate 80 x 80px graphic for each Delivery (.jpg or .png).

Make a finalized list of each Delivery type to be used.

Identify filename and location for each Delivery type icon to be used.

Sub-deliveries tab

(Perform for each Delivery Type)

•Review available options.

•Add, modify, delete as desired.

Make a finalized list of each Sub-delivery type and parent Delivery type to be associated.

Vendors

•Identify Vendors for whom you have purchased content or resources to be added to the Library.

•Consider creating a Vendor for the Firm.

•Add Vendors as needed.

Make a list of Vendors and what materials you have purchased from them.

Categories

•Discuss with your team how to structure the Library.

•Create the appropriate Categories and Subcategories.

•Rearrange the Categories into the desired display order.

Document Category/Subcategory structure.

USERS > THREE DOT MENU

Event Contact Types

•Review the list of available Event Contact Types.

•Add, modify, or delete as needed.

Document final list of Event Contact Types.

AFTER initial Import_Learners upload.

•Modify appropriate user records to add Event Contacts.

Document list of Event Contacts and their assigned default Contact Type.

Locations

To be set for each Location

(Gather this data in a list and set AFTER the initial Import_Learners upload)

•Identify Locations being populated in the Import_Learners.xlsx workbook.

•Identify the Time Zone for each Location.

•Identify the Local Date Format to be used for each Location.

•Identify the Local Time Format for each Location.

•Set Default Paper Size (used for Attendance Rosters).

List of Locations/Details:

Groups

•Add appropriate user Groups.

•Should the Group be available for (if Yes, select the appropriate check box):

•Relevance.

•Learning Path Auto Assignment.

•Apply appropriate parameters to define each Group.

List Added Group(s):

Parameters for each Group:

Access

•Create additional Access Groups if/as needed.

•Apply appropriate parameters to define the Group.

List Added Access Group(s):

Parameters for each Group:

COMMUNICATION PAGE

News

•Draft text for initial News post.

•If desired, draft separate message for a different Group(s) (e.g., Attorneys vs. Staff).

•Add graphics as desired (recommended size is 874px x 197px.).

•Draft plan for posting updates, new messages.

Initial Post:

Message(s) to Group(s):

Graphics (file location):

Posting Plan:

Automated Notifications

•Review available Automated Notifications.

•Determine which Notifications will be activated, and when they will be activated.

•Edit appropriate Notification details.

Notifications to Activate:

Notification Details Set:

Email Templates

•Edit and review each of the Email template messages.

•Modify the sender (From), Subject line, and/or any text as needed.

Print a copy of each Message Template with the variables used.

After messages have been edited, print a final copy of each Message Template with the variables used.