SumTotal® Configuration Workshop

Pixentia’s configuration workshop guides you through the configuration process, so you can make decisions that support the way you do business.

Align Learning Structure and Processes to your Business

SumTotal enables its customers to adapt software to their unique requirements by building in configuration options. Pixentia’s training shows you how those options work together, so you can make decisions that support the way you do business.

Identifying Your Training Audience

The first task for your team is to ensure that the right people receive configuration training. Many of the decisions you make will be essential for the success of your learning operations. Inviting the right people into your workshop will enable you to get valuable input from the people who do the work.

At a minimum, the following roles should receive training, but your operations may require others to attend.

You project sponsor, business managers, and project manager will make decisions about which functions to enable and how to use them

Learning system administrators and HR administrators will need to learn how to manage day-to-day operations and system updates

Training managers, training administrators, and coordinators, who will do much of their daily work in the SumTotal platform

Configuration Scope

In the workshops, we review the configuration options with you, answer your questions, and make recommendations based on your business requirements.

The configuration scope determines the services we can provide in your implementation agreement. The options in a standard implementation are flexible, but they fall into three general categories:

Designed for developmental learning and simple compliance. We provide one four-hour virtual session to review default configurations and standard configuration options.

For a moderate level implementation, we offer one two-day session or up to four four-hour sessions. They cover basic functionality plus 2-4 of these advanced LMS topics:

Continuing Education

E-Signature/Auditing

External user accounts of creation

Certification rules

Curricula with registration tracks

Tying learning to skills/competencies

On-The-Job Training

Observation Checklist

Training Plans

A complex scope usually supports large, complex learning operations. We provide one two-day session or up to four four-hour sessions, which include 5-7 of these advanced topics:

Continuing Education

E-Signature/Auditing

External user accounts of creation

Certification rules

Curricula with registration tracks

Tying learning to skills/competencies

On-The-Job Training

Observation Checklist

Training Plans

Makeup Structures

Supplemental Data/Metadata

Development Plans

Proxy

Designed for developmental learning and simple compliance. We provide one four-hour virtual session to review default configurations and standard configuration options.

A complex scope usually supports large, complex learning operations. We provide one two-day session or up to four four-hour sessions, which include 5-7 of these advanced topics:

Continuing Education

E-Signature/Auditing

External user accounts of creation

Certification rules

Curricula with registration tracks

Tying learning to skills/competencies

On-The-Job Training

Observation Checklist

Training Plans

A complex scope usually supports large, complex learning operations. We provide one two-day session or up to four four-hour sessions, which include 5-7 of these advanced topics:

Continuing Education

E-Signature/Auditing

External user accounts of creation

Certification rules

Curricula with registration tracks

Tying learning to skills/competencies

On-The-Job Training

Observation Checklist

Training Plans

On-The-Job Training

Observation Checklist

Training Plans

On-The-Job Training

Add-on Packages

We support implementation for elements not included in standard implementation packages, which may extend to:

Versioning

Extended Enterprise

E-Commerce

Remote Content Servers

Social

Mobile

Standard implementation agreements limit the services we can provide to you. We can provide additional services that enable you to deliver learning to any audience, no matter how complex your organization.

Learn more about how our configuration workshops can help you align SumTotal to your Business requirements

Let's talk about how Pixentia can help you better understand your users. Contact Us