Pro Implementation Training

University of South Flordia - OLLI Program
 
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. In addition, links to these recordings may become inactive one year after your implementation. If you would like to keep them past that point, we recommend downloading them.

Monday.com: https://augusoft.monday.com/
Schedule board: https://augusoft.monday.com/boards/1396378725  (go here to view training and implementation schedule) 
Question board: https://augusoft.monday.com/boards/1396408408 (go here to ask any questions during the implementation) 

Scheduled Training Sessions:
 
Session 1 (7/7): Workbook 1 Part 1 Watch Now
Workbook: Pro - Level 1
 
Topics:

• System Options: System Preferences, Financial Policies, Instructional Calendar 
• Financial Management: Accounting Codes
• Room Management: Locations, Rooms

 

Session 2 (7/8): Workbook 1 Part 2 Watch Now
Workbook: Pro - Level 1

Topics:

• Instructors: Instructor Profiles, Job Titles, Education Levels and Company Types
• Course Management: Catalogs, Categories/Subcategories, Courses, Classes 

Session 3 (7/14): Workbook 1 Part 3 Watch Now
Workbook: Pro - Level 1
 
Topics:

• Student Management: Student Profiles
• Registration: Class Registration, Payment Methods

 

Session 4 (7/15): Workbook 1 Part 4 Watch Now
Workbook: Pro - Level 1
 Topics:

• Student Management: Student Profiles
• Registration: Class Registration, Payment Methods

Session 5 (7/22): Workbook 2 Watch Now
Workbook: Pro - Level 2
 
Topics:

• System options:  Template Management, Optional Field Set Up, List Value Mgmt, Promotions

Session 6 (7/23 - 7/24): Workbook 2 Part 2 Watch Now
Workbook: Pro - Level 2
 
Topics:

• Course Management: Discounts, Lesson Release Times, In-house Course Creation – Online and Hybrid
• Students: Members Profiles, Email Students, Student Confirms, Catalog Requests
• Registrations: Late Registrations, Cancels, Transfers, Waiting Lists
• Instructors: Email and Confirmations
• Class Information: Go/No Go Overview, Instructor Checklist, Status Change, Record Grades/Attendance/CEUs, Release Forms 

 

Session 7 (7/28): Power User Watch Now
Workbook: Power User Workbook
 
Topics:

• System Options: Power User Settings 

Session 8 (8/5): Workbook 3 Watch Now
Workbook: Pro - Level 3
 
Topics:

• System Options: Tracking settings, Inactive/Delete, Dashboard Admin
• Course Management:  Course Series, Evaluations, Online Course Management
• Reports: Groups, Features, Filters, Scheduled, Custom
• Registration: Cart Reservations, Over/Under Payments, Split Payments
• Financial Management: Credit Vouchers, Gateways

Session 9 (8/18): Website Customization 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

System Overview & Testing:

Production Testing 1 (8/13):  Watch Now

Production Testing 2 (8/13):  Watch Now

Member Import Meeting (8/13):  Watch Now

Website Training (8/18): Watch Now

Additional Recordings:

Import Files Work Session (8/3): Watch Now

Check-in Call (7/12): Watch Now
Check-in Call (7/26): Watch Now
Check-in Call - Confirmation Templates (8/2): Watch Now
Check-in Call (8/16): Watch Now
Check-in Call (8/23): Watch Now
Check -in Call (9/8): Watch Now