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.

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

Some of these links are to PowerPoint presentations. In those cases, you’ll need to manually start the slideshow if you want to watch the pre-recorded narration.

Content	Purpose
Conceptual overviews
"Brief Introduction to LearningBuilder" Presentation	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: Credentialing Industry Conceptual Overview Glossary of Terms
End-to-End Walkthrough of the Initial Application Process
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.
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.
Schedule and take an Exam	Fido's application for eligibility has been approved! The next step is to pass a grueling obedience exam...
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.

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

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. Hands-on: Training - Activity Basics - Add a Task Group that accepts a 3rd party Activity (NEEDS REVIEW)
“Understanding Workflows” Presentation	Presentation that explains the Workflow Engine on a conceptual level, building upon the prior modules. Hands-on: Training - Modify a Workflow - Add a "Previous Step" Action
Workflows and Entities	A more comprehensive look at the Workflow engine and how it supports different entity types.
Training - Member Types: People and Organizations	Quick review of the different types of “Member” accounts in LearningBuilder. This is important background before you get into some of the 301 stuff.

LearningBuilder 301 - Deeper dives and focused use cases

Content	Purpose
Training - Intro to Providers and Organization Staff	Explain the concept of “Staff” users and how they are used in conjunction with Provider accounts
/wiki/spaces/LBDEV/pages/542277708 NEEDS UPDATED	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".
/wiki/spaces/LBDEV/pages/476807178 NEEDS UPDATED	High level overview of the Assessment engine.
/wiki/spaces/LBDEV/pages/469073969 NEEDS UPDATED	High level overview of the Certificate Print Queue for managing print jobs.
/wiki/spaces/LBDEV/pages/525860887 NEEDS UPDATED	Shows how the Learning Plan Instance Attribute can be used to implement a multi-level application process.

LearningBuilder 401 - Technical Architecture

Content	Purpose
Coming soon…

Training Curriculum