Detailed Agenda for Onsite UniversitySite Training

The following information is provided to aid in planning for your onsite training but it may vary somewhat in duration and content based on your specific needs.

Typically onsite training is conducted over 2 days, the first of which is a whole day of training beginning normally at 9 am local time and ending around 4:30 pm.  The second day resumes at 9 am and concludes around noon.

The following topics are normally covered in the first session (6 hrs), which is a deep dive into the system from both the learner and the instructor perspective.  The second session is hands-on training to perform common tasks in UniversitySite (1-2 hrs) and the last session is typically Administrator specific training (2.5 hrs)

LearningSite (1hr)

• Get familiar with the Home page 
  • Navigation bar
  • To Do List
  • Viewing your course requests and plan subscriptions
  • Viewing your achievements
• Searching
  • Global search
  • Search this page
• On-demand Page - Finding On-demand courses or content to view 
• Live Events page
  • Dates vs Calendar view
  • Filters
  • Registering for an event
  • Canceling your registration
• Share an event or course or resource with a colleague
• Plans page
  • Review your status towards completing a plan you were assigned or opted into
  • Create your own plan to track desired courses
• Courses page
  • How to request instructor-led training
  • View attached resources for courses
• Explorer page - Browse by Department, Tag, Audience, or Credit Requirement

InstructorSite (4hrs)

• Home page
  • Dashboard charts showing trends and usage
  • Audit Trail to answer "Whodunnit"
  • Learning Activity - What have the users been doing recently
• Using the Consolidated +New Menu 
• Creating and Editing Courses
• Scheduling Events
  • Creating
  • Manually registering users
  • Specifying contacts
  • Specifying locations and seating capacities
  • Sending updated meeting requests when needed
  • Recording attendance
  • Sign in sheets
• Sending Event invitations
• Sharing the calendar of events or specific events
• Creating and Editing Plans
  • Enrolling users in plans manually
  • Setting auto-enrollment criteria for plans
  • Deadlines
  • Plan notices
    • customizing
    • enabling/disabling notifications
• Creating Resources and attaching them to Courses 
• Using Audiences
• Creating and Using Tags
• Using Departments
• Recording an Activity Record or Approval Request
• Live Events - Filters and Views (sticky per session) 
• Reporting (15 mins)
  • Important reports
  • Filters and Downloads to Excel
  • Course, User, and Plans page tabs for basic reporting

Hands-on Session (1-2 hrs)

This session is designed to get you in the LMS using it to accomplish common tasks that you will need to be familiar with to get started.  The items below are commonly covered during this session but may be different based on your specific focus for using UniversitySite at launch.

• Create a course
• Schedule events
  • Reschedule an event for a different time
  • Copy an event and change the course
  • Create a few training rooms
  • Record attendance
• Invite co-workers to an event
• Share the entire calendar of events
• Create a plan
• Create the attorney audience
• Create a department e.g. IT

Administrator specific training (2.5hrs)

• Creating Departments 
• Creating Audiences 
• Walk through all Global Settings in both LearningSite and InstructorSite and make selections as needed
• Customizing your home page 
  • What can you customize
  • Creating other home pages and sharing them
  • Where to store images for use on the Home page
  • Do it yourself vs using our professional design service