Example implementation tasks

The following list is not exhaustive.

Pre-implementation

  • Take the Litmos University Onboarding Learning Path

Courses

  • Create courses/upload exisiting modules
  • Create Learning Paths
  • Create new SCORM content
  • Render and organize video content
  • Create assessments/surveys
  • Upload modules
  • Upload additional references
  • Configure courses settings
  • Configure escalations
  • Configure Boosts
  • Configure automated assignment rules
  • Create/upload certificates

People

  • Prepare the user bulk import
  • Import users
  • Set up SSO
  • Prepare the history import
  • Process history import

Teams

  • Plan/build team structure
  • Assign courses/learning paths to appropriate teams
  • Set up ILT sessions
  • Import users into teams
  • Promote Team Leaders/Team Admins

Reports

  • Set up scheduled reports

Account

  • Ensure profile information is accurate
  • Choose custom account URL (company.litmos.com)
  • Customize the interface
  • Set up user profile fields
  • Customize email templates
  • Enable eCommerce
  • Set up PayPal/Payment Express
  • Enter Terms & Conditions
  • Create course categories

Integrations

  • Install the Salesforce Integration
  • Set up SSO Testing
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