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College of Southern Idaho
This page will serve as a record of your training sessions and any calls or ad-hoc meetings related to your implementation.
Training Resources:
Workbook: Pro - Level 1
Workbook: Pro - Level 2
Workbook: Pro - Level 3
Workbook: Website Configuration Workbook
Workbook: Instructor Management
Workbook: 3rd Party Pay & Accounts Receivable
Workbook: Contract Training Essentials
Documentation: Document Center, Training Videos
Scheduled Training Sessions:
Session 1: (1/21): System Set Up Files
Click Here to Watch Now
Workbook: Pro - Level 1
Topics:
- System Options: System Preferences, Financial Policies, Instructional Calendar
- Financial Management: Accounting Codes
Session 2: (2/15): Categories, Subcategories, Site Organization
Click Here to Watch Now
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
(2/22): 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
(03/01) / (03/08): Site Categorization Watch Now / Watch Part 2
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
(03/15) / (3/22): Class Registration (1-2 Sessions) Watch Now / Watch Part 2
Workbook:Pro - Level 1, Pro - Level 2
Additional Recordings: Watch Now Watch pt 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 XX: 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 X: (MM/DD): Reporting Watch Now
Workbook: Pro - Level 3
Topics:
- Reports: Groups, Features, Filters, Scheduled, Custom
- Credit Card Report Page:
Session X: (MM/DD): System Options 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
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 X: Instructor Management 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 XX: Document Editor Watch Now
QRA:
Topics:
- Document Editor Fundamentals
- Document Editor Mail Merge/Merge Blocks
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 XX: Contract Training Essentials Watch Now
Workbook: Contract Training Essentials
Topics:
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
Meeting Recordings (any ad-hoc meetings outside of the training plan)
(11/22): Anthology Integration Watch Now
(02/09): Check-In Call, Functional Training Discussion WATCH NOW / WATCH NOW P2
(02/02): Check-In Call, Anthology Update, Backend Discussion WATCH NOW
(01/26): Lumens Design Options and Process Discussion WATCH NOW
(1/12): Check-In Call, Training Discussion WATCH NOW
College of Southern Idaho
This page will serve as a record of your training sessions and any calls or ad-hoc meetings related to your implementation.
Training Resources:
Workbook: Pro - Level 1
Workbook: Pro - Level 2
Workbook: Pro - Level 3
Workbook: Website Configuration Workbook
Workbook: Instructor Management
Workbook: 3rd Party Pay & Accounts Receivable
Workbook: Contract Training Essentials
Documentation: Document Center, Training Videos
Scheduled Training Sessions:
Session 1: (1/21): System Set Up Files
Click Here to Watch Now
Workbook: Pro - Level 1
Topics:
- System Options: System Preferences, Financial Policies, Instructional Calendar
- Financial Management: Accounting Codes
Session 2: (2/15): Categories, Subcategories, Site Organization
Click Here to Watch Now
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
(2/22): 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
(03/01) / (03/08): Site Categorization Watch Now / Watch Part 2
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
(03/15) / (3/22): Class Registration (1-2 Sessions) Watch Now / Watch Part 2
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 XX: 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 X: (MM/DD): Reporting Watch Now
Workbook: Pro - Level 3
Topics:
- Reports: Groups, Features, Filters, Scheduled, Custom
- Credit Card Report Page:
Session X: (MM/DD): System Options 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
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 X: Instructor Management Watch Now - Flexible placement based on client
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 XX: Document Editor Watch Now
QRA:
Topics:
- Document Editor Fundamentals
- Document Editor Mail Merge/Merge Blocks
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 XX: Contract Training Essentials Watch Now
Workbook: Contract Training Essentials
Topics:
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
Meeting Recordings (any ad-hoc meetings outside of the training plan)
(11/22): Anthology Integration Watch Now
(02/09): Check-In Call, Functional Training Discussion WATCH NOW / WATCH NOW P2
(02/02): Check-In Call, Anthology Update, Backend Discussion WATCH NOW
(01/26): Lumens Design Options and Process Discussion WATCH NOW
(1/12): Check-In Call, Training Discussion WATCH NOW
