Training Sessions

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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:

Session 1 (MM/DD): Lumens Demo Watch Now
Workbook: No workbook

Topics:

Student: Add Student Profile, Student Self-registration, Review Student Dashboard
Instructor: Edit Instructor Profile, View/print Rosters & Sign-in Sheets, Email Students
Company: Add Company Profile, Register/manage Students, Review and Make Payments

Session 2 (MM/DD): Workbook 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 3 (MM/DD): Workbook 1 Continued Watch Now
Workbook: Pro - Level 1

Topics:

Instructors: Instructor Profiles, Job Titles, Education Levels and Company Types
Course Management: Catalogs, Categories/Subcategories, Courses, Classes
Student Management: Student Profiles
Registration: Class Registration, Payment Methods

Session 4 (MM/DD): Power User Watch Now
Workbook: Power User Workbook

Topics:

System Options: Power User Settings

Session 5 (MM/DD): Power User Continued Watch Now
Workbook: Power User Workbook

Topics:

System Options: Staff Profiles, Instructional Calendar, Template Management
Course Management: Editing Course/Class Category/Subcategory, Edit Class Term
Registration: Cancel/Transfer – Edit a Refund Method
Reports: Deleting Custom Reports

Session 6 (MM/DD): Workbook 2 Watch Now
Workbook: Pro - Level 2

Topics:

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

Session 7 (MM/DD): Workbook 2 Continued 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 8 (MM/DD): 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

Session 9 (MM/DD): Workbook 3 Continued Watch Now
Workbook: Pro - Level 3

Topics:

Reports: Groups, Features, Filters, Scheduled, Custom
Registration: Cart Reservations, Over/Under Payments, Split Payments
Financial Management: Credit Vouchers, Gateways

Session 10 (MM/DD): 3^rd Party Pay and Accounts Receivable Watch Now
Workbook: 3rd Party Pay & Accounts Receivable

Topics:

3rd Party Process: Company Profiles, Manage Requests: Student, Company, Staff, Templates
Accounts Receivables: Activity, Payment, Charges, Invoices, Document Archives, Edit Account, Credit Memo, Templates

Session 11 (MM/DD): 3^rd Party Pay and Accounts Receivable Continued Watch Now
Workbook: 3rd Party Pay & Accounts Receivable

Topics:

Accounts Receivable Reports: 3^rd Party Class Activity, A/R Activity, Aging, A/R Balance. A/R Balance as Of, Charges/Invoices with a Balance, Student 3^rd Party Pay Request

Session XX: 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: 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

Meeting Recordings (any ad-hoc meetings outside of the training plan)
MM/DD: Insert meeting topic (as link)
MM/DD: Insert meeting topic (as link)
MM/DD: Insert meeting topic (as link)

Optional Sessions (These sessions are needed depending on the needs of the customer. We may move these sessions into the regular training plan above):

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 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

Session XX: Document Editor Watch Now
QRA:

Topics:

Document Editor Fundamentals
Document Editor Mail Merge/Merge Blocks

Add-ons (These sessions are needed depending on what was purchased. We may move these sessions into the regular training plan above):

Session XX: Contract Training Essentials Watch Now
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 XX: Contract Training Premium Session 1 Watch Now
Workbooks: Contract Training Fundamentals

Topics:

Fundamentals: Introduction and Overview, Program Goal
System Options: System Preferences, Financial Policies, Instruction Calendar, Optional Fields, Optional Fields - Custom, User Roles, Template Management, Power User Settings
Profile Management: Profile Options, Slim Profile, CT Exclusive Profile, Locations, Instructor Profiles, Company Creation, CT Vendors
Contract Preparation: Course Creation, Contract Training Classes, Contract Training Templates

Session XX: Contract Training Premium Session 2 Watch Now
Workbooks: Contract Training: Proposals & Contracts

Topics:

Proposals and Contracts: Overview, Program Goal
Contacts: Creating a Contact Log, Key Points
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

Session XX: Contract Training Premium Session 3 Watch Now
Workbooks: Contract Training: Contract Events & Post Events

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 XX: Certificate Essentials Watch Now
Workbook: Certificate Essentials

Topics:

Certificates in Lumens
Administrative Options: System-Level Settings, Templates, Prerequisites
Certificate Creation: Add Certificates, Courses and Attributes, Prerequisites, Publish Certificate, Variations
Certificate Registration: Staff, Student
Certificate Management: Managing Certificate Participants, Reports

SELECT DISTINCT ACA.int_actor_type_id FROM tbl_access_control_rules ACR INNER JOIN tbl_access_control_allow ACA ON ACR.int_access_rule_id = ACA.int_access_rule_id WHERE str_fuse_action LIKE ? AND ISNULL(ACA.int_actor_type_id,'')<>'' AND ACA.bit_allow = 1

SET NOCOUNT ON SELECT OrgID , RegionID , MenuItemID , MenuItemType , MainLevel , SubLevel ,MainLevelSortOrder , SubLevelSortOrder , SiteURL , AccessLevel , IsNull(DisplayCriteria_1, '') AS DisplayCriteria_1 , IsNull(DisplayValue_1, '') AS DisplayValue_1 , IsNull(DisplayCriteria_2, '') AS DisplayCriteria_2 , IsNull(DisplayValue_2, '') AS DisplayValue_2 , Condition , LTRIM(RTRIM(IsNull(NewWindowName, ''))) AS NewWindowName , m.Label AS UniqueLable , CASE WHEN str_user_nav_label IS NULL THEN CASE WHEN MenuItemType != 'Lnk' AND SiteURL = 'index.cfm?fuseaction=9440' THEN Replace(Replace(Replace(Replace(m.Label, '\', '\\'), '''', '\'''), '"', '\"'), 'Membership', 'Membership') WHEN MenuItemType != 'Lnk' AND SiteURL = 'index.cfm?fuseaction=9620' THEN Replace(Replace(Replace(Replace(m.Label, '\', '\\'), '''', '\'''), '"', '\"'), 'Member', 'Member') /*BEGIN NEO 00106 20 FEB 2015 Student Donations UC-02 */ WHEN m.Label LIKE 'Donate' THEN Replace(m.Label, 'Donate', 'Donate') /*END NEO 00106 20 FEB 2015 Student Donations UC-02 */ WHEN m.Label LIKE 'MERCHANDISE' THEN Replace(m.Label, 'MERCHANDISE', 'Merchandise') WHEN m.UniqueLabel = 'registration/scholarships' OR m.UniqueLabel = 'myscholarships' THEN Replace(m.Label, 'Scholarships', 'Scholarship') ELSE Replace(Replace(Replace(m.Label, '\', '\\'), '''', '\'''), '"', '\"') END ELSE /*BEGIN NEO 00106 20 FEB 2015 Student Donations UC-02 */ CASE WHEN str_menu_label LIKE 'Donate' THEN (str_user_nav_label) ELSE str_user_nav_label END /*END NEO 00106 20 FEB 2015 Student Donations UC-02 */ END AS Label , CASE WHEN str_user_nav_label IS NULL THEN CASE WHEN MenuItemType != 'Lnk' AND SiteURL = 'index.cfm?fuseaction=9440' THEN Replace(m.Label, 'Membership', 'Membership') WHEN MenuItemType != 'Lnk' AND SiteURL = 'index.cfm?fuseaction=9620' THEN Replace(m.Label, 'Member', 'Member') /*BEGIN NEO 00106 20 FEB 2015 Student Donations UC-02 */ WHEN m.Label LIKE 'Donate' THEN Replace(m.Label, 'Donate', 'Donate') /*END NEO 00106 20 FEB 2015 Student Donations UC-02 */ WHEN m.Label LIKE 'MERCHANDISE' THEN Replace(m.Label, 'MERCHANDISE', 'Merchandise') WHEN m.UniqueLabel = 'registration/scholarships' OR m.UniqueLabel = 'myscholarships' THEN Replace(m.Label, 'Scholarships', 'Scholarship') ELSE m.Label END ELSE /*BEGIN NEO 00106 20 FEB 2015 Student Donations UC-02 */ CASE WHEN str_menu_label LIKE 'Donate' THEN dbo.fun_strip_html((str_user_nav_label)) ELSE dbo.fun_strip_html(str_user_nav_label) END /*END NEO 00106 20 FEB 2015 Student Donations UC-02 */ END AS LabelNoHTML , ISNULL(int_parent_id,0) as int_parent_id , int_sort_order , m.UniqueLabel , m.bit_default_behavior FROM MenuItems m LEFT JOIN tbl_user_nav_menu_label u ON m.MenuItemID = u.int_menu_item_id WHERE STATUS = 'A' AND SubCategoryID IS NULL AND ( int_actor_type_id = ? OR ( int_actor_type_id IS NULL AND AccessLevel = ? ) ) AND ISNULL(SiteURL, '') NOT LIKE 'index.cfm?fuseaction=1010' /*29 MAY 2012 NEO 00043 TRACKER 29863*/ ORDER BY int_sort_order

SET ANSI_NULLS ON SELECT IsNull(( CASE WHEN str_dashboard_name = '' THEN NULL ELSE str_dashboard_name END ), CASE WHEN ActorTypeID = 55 THEN 'Dashboard' ELSE 'my dashboard' END) AS str_dashboard_name /* 02 APRIL 2014 NEO 0088 TRACKER 40005 */ FROM ActorTypes WHERE ActorTypeID = ?

SELECT pfo.int_order , pf.str_field_display_name , pf.str_field_name , pfo.int_profile_field_tab_id , pf.str_actor_types , pf.chr_field_type FROM tbl_profile_field_order pfo INNER JOIN tbl_profile_field pf ON pfo.int_profile_field_id = pf.int_profile_field_id WHERE pf.int_region_id = ? AND bit_enabled = ? AND ( ( pf.chr_field_type not in ('C','O') ) OR ( pf.chr_field_type in ('C','O') AND ( pf.str_actor_types LIKE ? ) ) ) ORDER BY pfo.int_profile_field_tab_id , pfo.int_order ASC

SELECT menitms.SiteURL AS nav_site_url , menitms.label AS nav_label , menitms.rowNum , COUNT(menitms.rowNum) OVER () AS Total_Rows , menitms.DisplayCriteria_1 , menitms.DisplayValue_1 , menitms.DisplayCriteria_2 , menitms.DisplayValue_2 , menitms.Condition , menitms.NewWindowName FROM ( SELECT SiteURL , label , DisplayCriteria_1 , DisplayValue_1 , DisplayCriteria_2 , DisplayValue_2 , Condition , Row_Number() OVER ( ORDER BY MenuitemID ASC ) AS rowNum , NewWindowName FROM MenuItems WHERE AccessLevel = ? AND RegionID = ? AND bit_display_in_nav=1 AND STATUS = ? ) menitms

SELECT menitms.SiteURL , menitms.label , menitms.AccessLevel , menitms.rowNum , ((rowNum - 1) / 4) + 1 AS block , menitms.DisplayCriteria_1 , menitms.DisplayValue_1 , menitms.DisplayCriteria_2 , menitms.DisplayValue_2 , menitms.Condition , menitms.NewWindowName FROM ( SELECT SiteURL , label , AccessLevel , DisplayCriteria_1 , DisplayValue_1 , DisplayCriteria_2 , DisplayValue_2 , Condition , Row_Number() OVER ( ORDER BY MenuitemID ASC ) AS rowNum , NewWindowName FROM MenuItems WHERE AccessLevel = ? AND RegionID = ? AND bit_display_in_footer=1 AND STATUS = ? ) menitms

DECLARE @currentTime DATETIME2 = ? UPDATE tbl_cart_class_detail SET EnteredDate = @currentTime WHERE SessionID = ?; UPDATE tbl_cart_merchandise_detail SET EnteredDate = @currentTime WHERE SessionID = ?;

SELECT isNull(str_user_nav_label,'') AS str_menu_label FROM tbl_user_nav_menu_label WHERE int_actor_type_id = ? AND str_menu_label LIKE 'DONATE' AND str_display_condition='application.appvars[ri].bit_allow_student_donation EQ 1 AND application.appvars[ri].bit_display_donate_in_navmenu EQ 1';

CGI Variables: AUTH_PASSWORD= AUTH_TYPE= AUTH_USER= CERT_COOKIE= CERT_FLAGS= CERT_ISSUER= CERT_KEYSIZE= CERT_SECRETKEYSIZE= CERT_SERIALNUMBER= CERT_SERVER_ISSUER= CERT_SERVER_SUBJECT= CERT_SUBJECT= CF_TEMPLATE_PATH=E:\Lumens\index.cfm CONTENT_LENGTH=0 CONTENT_TYPE= CONTEXT_PATH= GATEWAY_INTERFACE=CGI/1.1 HTTPS=off HTTPS_KEYSIZE= HTTPS_SECRETKEYSIZE= HTTPS_SERVER_ISSUER= HTTPS_SERVER_SUBJECT= HTTP_ACCEPT=*/* HTTP_ACCEPT_ENCODING=gzip, br, zstd, deflate HTTP_ACCEPT_LANGUAGE= HTTP_CONNECTION= HTTP_COOKIE=JSESSIONID=FB15AEE1577547BBEC72F03E962E48A8.cfusion; LUMPERSIST=D189959CC4D94409DB1D3AFD130F858C; AWSALBAPP-1=_remove_; AWSALBAPP-0=AAAAAAAAAADu0YCfLJB3AgvRtrTFVvtJRtNED7edyHO6BNdY7Uc2HyE5hl5JCSVpekuBSuSLeduqJ03Ql9TONnGbHqq/o1nYuNFtXUjwpgRPoCDMRzGW1qkQhfKhFusNxk3HsOX1t//VRg==; AWSALBAPP-2=_remove_; AWSALBAPP-3=_remove_ HTTP_HOST=v8testing9.augusoft.net HTTP_REFERER= HTTP_URL=/index.cfm?ContentID=203&method=templates.CustomTemplatePreview HTTP_USER_AGENT=Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com) LOCAL_ADDR=172.31.100.167 PATH_INFO= PATH_TRANSLATED=E:\Lumens\index.cfm QUERY_STRING=ContentID=203&method=templates.CustomTemplatePreview REMOTE_ADDR=172.31.103.195 REMOTE_HOST=172.31.103.195 REMOTE_USER= REQUEST_METHOD=GET SCRIPT_NAME=/index.cfm SERVER_NAME=v8testing9.augusoft.net SERVER_PORT=80 SERVER_PORT_SECURE=0 SERVER_PROTOCOL=HTTP/1.1 SERVER_SOFTWARE=Microsoft-IIS/10.0 WEB_SERVER_API=

Cookie Variables: AWSALBAPP-0=AAAAAAAAAADu0YCfLJB3AgvRtrTFVvtJRtNED7edyHO6BNdY7Uc2HyE5hl5JCSVpekuBSuSLeduqJ03Ql9TONnGbHqq/o1nYuNFtXUjwpgRPoCDMRzGW1qkQhfKhFusNxk3HsOX1t//VRg AWSALBAPP-1=_remove_ AWSALBAPP-2=_remove_ AWSALBAPP-3=_remove_ JSESSIONID=FB15AEE1577547BBEC72F03E962E48A8.cfusion LUMPERSIST=D189959CC4D94409DB1D3AFD130F858C

Session Variables: actortypeid=90 addtoken=CFID=19166588&CFTOKEN=56565710ecd04336-6F8F5EE9-BBFA-2525-10F48CD87C1C1CF5&jsessionid=FB15AEE1577547BBEC72F03E962E48A8.cfusion allowunmaskeddata=0 appname=v8Testing9 basecfcs=versions.v81QA basecode=/versions/v81QA bit_canvas_failed_process=false bit_member=0 customcct=G-4M453VEXL9 customcfcs=Customers.v8Testing9 customerid=497 custompath=/Customers/v8Testing9/custom debug=0 debugoutput=1 docxdir=DocxHTML domain=v8testing9.augusoft.net ds=v8Testing9 enabledlivechat=false enabledsupportwidget=false enteredsiteusingipaddress=1 foundeo_firewall_ip=216.73.216.101 foundeo_firewall_ua=Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com) loggedin=No loggeduseremail= loggeduserfname=Guest loggeduserlname= membershiptypeid=0 menuid=1 orgid=1 privacypolicyack= regionid=1 sessionid=FB15AEE1577547BBEC72F03E962E48A8.cfusion sitepath=/Customers/v8Testing9 sslreturnurl=https://v8testing9.augusoft.net/ stylesheetpath=/Customers/v8Testing9/StyleSheets/style.css timeoutminutes=60 urltoken=CFID=19166589&CFTOKEN=4878cb17c47c108-6F8F689F-D7DF-EA10-D0AC6D355B8EC69C&jsessionid=FB15AEE1577547BBEC72F03E962E48A8.cfusion version=v81QA

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