Summary
This page provides an index to the training materials and the recommended sequence to go through them as a new user.
Heuristic Solutions Employees
If you're a Heuristic Solutions employee and you're doing this training on your local environment, please /wiki/spaces/LBDEV/pages/539066951.
If you're one of our customers, or a prospective customer, please ignore this block and keep reading. Oh, and by the way, you're awesome and we appreciate you!
Introductory Materials
| Content | Purpose |
|---|---|
| "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. |
Phase 1 - End-to-End Walkthrough of the Application Process
| Training content | Purpose | |
|---|---|---|
| 1 | 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)
| Training content | Purpose | |
|---|---|---|
| 1 | 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) | |
| 5 | 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. |
| 8 | /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 | 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)
| Training content | Purpose | |
|---|---|---|
| 1 | Workflows and Entities | A more comprehensive look at the Workflow engine and how it supports different entity types. |
| 2 | ||
| 3 | User-defined Activity Types | Learn how user-defined Activity Types are created and used on a Learning Plan |
| 4 | Provider-defined Activity Types | Learn how Provider-defined Activity Types are created and used on a Learning Plan |
| 5 | Provider Registration | 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 | 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
| Training content | Purpose | |
|---|---|---|
| 1 | Scored Assessments | 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 Attribute can be used to implement a multi-level application process. |
| 3 | Multi-Tenant Installations |