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Info

This page provides an index to the training materials and the recommended sequence to go through them as a new user.

  • If you are a Heuristic Solutions employee, then you should be doing this training /wiki/spaces/LBDEV/pages/539066951 (if you’re on the Product Team) or on a dedicated TRAINING instance (if you’re on the Implementation team).

  • If you are one of our customers, or a prospective customer, then please contact us for assistance! Some of the links in this section are not publicly accessible yet, and the publicly accessible training website is not kept fully synchronized with these modules.

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Introduction

The training content is organized around a fictional credentialing board called the American Society of Office Dogs. Though whimsical, this fictional board has some complex business rules and is a good example of LearningBuilder’s core functionality.

We will start out with a conceptual overview, show how to move around the system and perform some key tasks, and then take ever-deeper dives into LearningBuilder’s core architecture.

Overview and initial demo

Content

Purpose

Conceptual overviews

"Brief Introduction to LearningBuilder" Presentation

You should start out by watching the "Brief Introduction to LearningBuilder" presentation. It provides an overview of the industry and will guide you through the first few training modules listed below. 

The additional links in this section can be used as supporting material.

Credentialing Industry

Introduces the credentialing and certification industry concepts most relevant to LearningBuilder.

Conceptual Overview

High-level introduction to the main building blocks in LearningBuilder, from the public docs site.

Glossary of Terms

Introduces some of the industry and implementation jargon used in the product and our internal discussions.

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1

Brief introduction to the Credentialing Industry and how LearningBuilder fits in, plus a 10,000 foot overview of the main components in LearningBuilder.

Additional reading:

End-to-End Walkthrough of the Initial Application Process

Training content

Purpose

Submit an Application

Live a day in Fido's shoes as he submits an application to become a Certified Office Dog. Provides a gentle introduction to the system through the eyes of an end user.

2

Review an Application

Fido has submitted his application; what happens next? See how Arlene Admin and Robby Reviewer play their parts, ultimately approving the application and making Fido's dream come true.

3

Schedule and take an Exam

Fido's application for eligibility has been approved! The next step is to pass a grueling obedience exam...

4

Explore the My Account page

Fido passed his exam! This module contains a brief walk-through of the "My Account" page following the awarding of a Credential.

Phase 2 - Training Wheels (LB 101)

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Training content

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Purpose

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LearningBuilder 101 - Core competencies

Content

Purpose

“Getting Around in LearningBuilder” Presentation

Introductory presentation focused on familiarizing yourself with the system navigation and general application layout.

“Basic Member Management” Presentation

Introduces the Admin → Members functionality and demonstrates how to perform basic Member lookups, modify account details, etc.

“Finding and Reviewing Applications” Presentation

Introduces the Audit and Eligibility Queues and demonstrates how to find and process submitted applications.

Glossary - Units

Explains what is meant by the term “Units”

Reviewing Submitted Activities

Coming soon!

LearningBuilder 201 - System Fundamentals

58

Content

Purpose

“Understanding Learning Plans” Presentation

Presentation that explains major Learning Plan concepts on a conceptual level.

“Understanding Activities” Presentation

Presentation that explains Activities and Activity Types, as well as common usage patterns, on a conceptual level.

“Understanding Workflows” Presentation

Presentation that explains the Workflow Engine on a conceptual level, building upon the prior modules.

Workflow Introduction

Super basic introduction to Workflow concepts by making minor changes to existing Workflow forms.

2

Roles and Member Role Introduction

Introduction to the concept of "Roles" and how they are granted to users.

3

Learning Plan Basics (TODO)

Learning Plan Definitions, Learning Plan Instances, and cycle dates

4

Practitioner-Defined Activities (TODO)

Providers and Provider-Defined Activities (TODO)

6
7

/wiki/spaces/LBDEV/pages/566460443 (Deprecated)

General introduction to the concept of Workflows, in context of granting a Member Role.

/wiki/spaces/LBDEV/pages/570064946 (TODO - REMOVE)

General introduction to the concept of an Activity, in context of filling out a Learning Plan Instance.

9

Workflow Validation Rules

/wiki/spaces/LBDEV/pages/474808321

Introduces validation rules as a way of implementing business logic. (Demonstrates some conditionally visible fields with validation rules attached)

10

Phase 3 - Core Systems (Technical architecture)

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Training content

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Purpose

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LearningBuilder 301 - Deeper dives and focused use cases

Training content

Purpose

1

Scored Assessments

Content

Purpose

Workflows and Entities

A more comprehensive look at the Workflow engine and how it supports different entity types.

2



3

User-defined Activity Types

/wiki/spaces/LBDEV/pages/526811140

Learn how user-defined Activity Types are created and used on a Learning Plan

4

Provider-defined Activity Types

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/wiki/spaces/LBDEV/pages/487653377

Learn how Provider-defined Activity Types are created and used on a Learning Plan

5

Provider Registration

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/wiki/spaces/LBDEV/pages/542277708

Configure the ability for a Provider to register in the site. Also use a Workflow Behavior to set up a notification in lieu of an "approval queue".

6

Creating a Learning Plan/wiki/spaces/LBDEV/pages/329351169

Shows how to create a new credential and a Learning Plan for obtaining it. (Takes a deeper dive than the LP Basics module)

7

Learning Plan Requirements Model

Phase 4 - Auxiliary Systems


/wiki/spaces/LBDEV/pages/476807178

High level overview of the Assessment engine

2

Vouchers

Phase 5 - Advanced Features

Training content

Purpose

1

Certificate Print Queue

2

Facility Certification w/ Key Staff

See how the LPI

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C/wiki/spaces/LBDEV/pages/469073969

High level overview of the Certificate Print Queue for managing print jobs.

/wiki/spaces/LBDEV/pages/525860887

Shows how the Learning Plan Instance Attribute can be used to implement a multi-level application process.

3Multi-Tenant Installations

LearningBuilder 401 - Technical Architecture

Content

Purpose

Coming soon…