NMC Extended Education
 
This page outlines your Lumens training plan. Please note that we will generally follow this schedule but may re-order the topics based on your needs. In addition, links to these recordings may become inactive one year after your implementation. If you would like to keep them past that point, we recommend downloading them.
 
Scheduled Training Sessions:
 
NMC Kick-off Call

Session 1 (05/10): Lumens Demo Watch Now
Workbook: No workbook
 
Topics:
  • Student: Add Student Profile, Student Self-registration, Review Student Dashboard
  • Instructor: Edit Instructor Profile, View/print Rosters & Sign-in Sheets, Email Students
  • Company: Add Company Profile, Register/manage Students, Review and Make Payments
 
Session 2 (05/11): Workbook 1 Watch Now
Workbook: Pro - Level 1
 
Topics:
  • System Options: System Preferences, Financial Policies, Instructional Calendar 
  • Financial Management: Accounting Codes
  • Room Management: Locations, Rooms
 
Session 3 (05/18): Workbook 1 Continued Watch Now
                                Workbook 1 Continued part 2 Watch Now
Workbook: Pro - Level 1

Topics:
  • Instructors: Instructor Profiles, Job Titles, Education Levels and Company Types
  • Course Management: Catalogs, Categories/Subcategories, Courses, Classes 
  • Student Management: Student Profiles
  • Registration: Class Registration, Payment Methods
 Work Session (05/25) Auto Course Numbering, Courses/Classes Watch Now

Session 4 (06/01): Workbook 1 Cont.  Classes-Templates Watch Now

Session 5 (06/08): Workbook 2 Watch Now
Workbook: Pro - Level 2
 
Topics:
  • System options:  Template Management, Optional Field Set Up, List Value Mgmt, Promotions

Session 6 (06/15): Workbook 2 Continued Watch Now
Workbook: Pro - Level 2

Topics:
  • Course Management: Discounts, Lesson Release Times, In-house Course Creation – Online and Hybrid
  • Students: Members Profiles, Email Students, Student Confirms, Catalog Requests
  • Registrations: Late Registrations, Cancels, Transfers, Waiting Lists
  • Instructors: Email and Confirmations
  • Class Information: Go/No Go Overview, Instructor Checklist, Status Change, Record Grades/Attendance/CEUs, Release Forms 
Work Session (06/15) Custom Menu, Category, Sub Category Discussion Watch Now

Session 6 (06/22): Workbook 2 Continued Watch Now

Session 7 (06/29): Workbook 3 Watch Now
Workbook: Pro - Level 3
 
Topics:
  • System Options: Tracking settings, Inactive/Delete, Dashboard Admin
  • Course Management:  Course Series, Evaluations, Online Course Management
  • Registration: Cart Reservations, Over/Under Payments, Split Payments
  • Financial Management: Credit Vouchers, Gateways

Work Session 8 (07/08): Reports Training Watch Now
Workbook: Pro - Level 3
 
Topics:
  • Reports: Groups, Features, Filters, Scheduled, Custom

Session 9 (07/13): Power User Watch Now
Workbook: Power User Workbook
 
Topics:
  • System Options: User Roles, Power User Settings 

Session 10 (07/20): Power User Continued Watch Now
  Power User Continued 2 Watch Now
Workbook: Power User Workbook
 
Topics:
  • System Options:Power User Settings, Staff Profiles, Instructional Calendar, Template Management
  • Course Management: Editing Course/Class Category/Subcategory, Edit Class Term
  • Registration: Cancel/Transfer – Edit a Refund Method
  • Reports: Deleting Custom Reports

Session 11: (07/27): Website Training Watch Now
Workbook: Website Configuration Workbook
 
Topics:
  • Style Sheets: Main Layout Options, CSS and Style Sheets
  • Style Configuration: Colors and Fonts
  • Graphics: Banner Options; Primary, Background, and Other Graphics
  • Menus: Public Menu Structures, All Menus
  • Footers: Pre-Footer, Footer, and Branding Footer
  • Controls: User Controls, Learner Controls, Search Controls
  • Social Media: Social Media Additions

Session 12 (08/03): 3rd Party Pay and Accounts Receivable Watch Now
Workbook: 3rd Party Pay & Accounts Receivable
 
Topics:
  • 3rd Party Process: Company Profiles, Manage Requests: Student, Company, Staff, Templates
  • Accounts Receivables: Activity, Payment, Charges, Invoices, Document Archives, Edit Account, Credit Memo, Templates
  • Accounts Receivable Reports: 3rd Party Class Activity, A/R Activity, Aging, A/R Balance. A/R Balance as Of, Charges/Invoices with a Balance, Student 3rd Party Pay Request
 
Session 13: (08/10) Instructor Management Watch Now 
Workbook: Instructor Management
 
Topics:
  • Program Overview: Introduction 
  • Instructor Profiles: Instructor Profiles, Earnings and Payments
  • Instructor Contracts: Default Templates, Create and Print Contracts
  • Reports: Instructor Reports

Session 14: (08/31) Document Editor Watch Now
QRA:  Topics:
  • Document Editor Fundamentals
  • Document Editor Mail Merge/Merge Blocks
Online Course Providers
QRAs: Topics:
  • Initial Set-Up
  • Automatic Import
  • Work with Non-Integrated OCPs
Various Topics:
  • Class Info:  Class grades, Record Attendance, Record CEU's
  • Linked Profiles

Session 16: (9/17) Contract Training Essentials Watch Now
Workbook: Contract Training Essentials
 
Topics:
  • Company Profiles: Company Information, Company Contacts, Company Transaction History
  • Contract Training Classes: Adding a Course, Class Creation, Assign Students
  • Contact Log: Contact Log Creation, Contact Log Extract
  • Contract Training Reports: Reports
  • Company Access: Views, Classes, Students, Reports, Manage Requests
 
Recorded Training: Merchandise Watch Now
Workbook: Merchandise
 
Topics:
  • Merchandise Overview: Introduction
  • Merchandise Set-up and Preparation: System Options, Course Management, Attributes, Item Management, Assigning Items - Course or Class, Assigning Items - Independent Sales, Assigning Items - Course Series or Certificate
  • Merchandise Buyers Experience: Purchase Individual Item, Purchase Class with Merchandise
  • Merchandise Staff Management and Maintenance: Purchase, Delivery Tracking, Transfers or Returns, Reports
 

Meeting Recordings (any ad-hoc meetings outside of the training plan)
MM/DD: Insert meeting topic (as link)
MM/DD: Insert meeting topic (as link)
MM/DD: Insert meeting topic (as link)