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A Step-by-Step Guide to Setting Up Your Learning Management System (Part 9)

June 7, 2012 1 comment

Break out the party hats and noise makers! The LMS we’ve been setting up throughout this series will now be going live. We’ve accomplished a lot so  far in this series: 

STEP 9: Add Learners

In some systems, your LMS will be “live” as soon learners are added to the system. Learners will be automatically informed of their login information as soon as their learner accounts are created. Also, the enrollment rules or automatic course assignments you’ve created in step eight may now be triggered, which will inform learners that they are now enrolled into courses.

If you’re risk averse, you may want to do a partial roll-out to just one group of learners to see how things unfold before going live with all learners. If you’re fearless, you may just want to go live for everyone.

There are four common ways to create learner accounts:

  • Integration with an HR system or other enterprise application. (See this document describing common ways learning management systems can be integrated with other applications.)
  • Learner self-registration
  • Import learner information contained within spreadsheets
  • Create individual learner accounts

Integration with an HR system is fast and efficient but will likely only create learner records for internal employees. You’ll still need to figure out how to get external learners into your system.

Learner self-registration can be a great option, but you need to ensure that you’re somehow capturing the identifying characteristics you’ll need, such as learner group, job title, etc. during registration. You’ll also need a way to ensure all the learners you need to serve have actually registered.

Importing learner data from spreadsheets can be an efficient way to get started. You’ll need to get access to the data and will need to make sure that the columns in your spreadsheets map to the learner record fields

Creating individual learner accounts isn’t an option for anything but the smallest learner initiatives. The time and effort is just too high.

A Step-by-Step Guide to Setting Up Your Learning Management System (Part 8)

June 5, 2012 3 comments

We’re very close to welcoming learners into your new learning management system. Completed so far in this series: 

STEP 8: Create Enrollment Rules or Course Assignments

In some learning management systems, you may need to first create learner accounts within the LMS and then assign learners to the appropriate content. In others, you can create rules related to access to content and course enrollment prior to the creation of learner accounts. So, depending on your system, this step may be step eight or step nine in setting up your LMS. For the sake of this post, we’ll assume we can create enrollment rules first and then create the learner records. The advantage of this approach is that learners will automatically have access to the relevant content the minute they are registered within the LMS. There will not be a delay between the time they are registered in the system and the time they receive notification that they have access to content.

Once again, the work you did on the content inventory document will make this step very easy. You’ve already identified who needs what content, and whether that content will be assigned to that group of learners or simply placed in a course catalog for the learner to select if they wish. You now simply need to create those assignments within the LMS.

Here are some examples of enrollment rules:

  • If learners belong to the group Internal > Sales, assign them to the course titled “Managing Accounts”
  • If the learners have the word manager in their job title, assign them to the curricula called “Management Certification”
  • If the learners are located in San Francisco, provide them with access to an instructor-led session titled “Team Building.”

Absorb LMS enrollment rules