Absorb Implementation Guide - Training & Setup

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This is the third part of the Absorb Implementation Guide. You may want to go back to Absorb Implementation Guide - Portal Creation & Branding if you haven't reviewed it already. 

Training

Once you have access to your live portal you can being familiarizing yourself with Absorb. 

In-depth administrator training is available via:

  1. The Absorb Academy is available to take at your leisure, and will cover the most common features of the LMS. You can access the Absorb Academy through your portal's Help & Support menu which can be seen belowimage2019-5-2_8-44-49.png
  2. Show Me How is available from within the Admin side of your LMS portal. You can find it by click on the Help and Support icon, and selecting Show Me How. Search for a particular task and it will provide you step by step directions.
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  3. One-on-One Training can be scheduled with your Onboarding Specialist after you've completed the courses in Absorb Academy and had a chance to play with the system. We'll take this time to answer any outstanding questions you may have including any workflows or features that are specific to your organization.
  4. Knowledge Base holds hundreds of articles on different elements of the LMS and set up. The Knowledge Base is searchable, meaning you can always search for information or steps for a particular feature.image2019-5-2_8-46-26.png

A few help desk articles that are frequently requested are:

  • Course Authoring Guide - Tips for publishing 3rd party courses from Storyline and Captivate, as well as suggestions for exporting video.
  • Importing Courses - Steps for importing 3rd party courses (SCORM, Tin Can, AICC).
  • Availability Rules - Tips for setting up availability rules - applies to many things in the portal including course Self-Enrollment rules.
  • Automatic Enrollment - Tips for setting up automatic enrollment rules for courses.
  • Importing Users - Instructions for importing users using our standard User Import tool.
  • Admin Roles & Permissions - Tips for managing admin user access.
  • Admin User Management - Tips for restricting admin access to only certain subsets of users.

LMS Configuration

Once you have access to your live portal you can login to the admin side and start configuring settings and content. Every client's setup is a bit different, but we do have a handy Setup Quick Reference Guide that lists the most common items that should be considered. You are responsible for all configuration and content loading, but if you have questions or need assistance along the way please don't hesitate to contact us.

Portal Settings

Here are a few things to consider while planning your LMS configuration:

Defaults

  • Select a User password complexity option that coincides with your organization's preferences. 

Roles

Consider admin user types:

  • Will there be many different access levels? 
  • Absorb supports the creation of unlimited admin user roles to control access to various features.

Department Structure

Consider your department structure. 

  • Departments are the primary categorization method for your users. 
  • Departments can be nested within other departments to create a hierarchy, and may mirror your own company departments.

Availability Rules

Consider your course & resource availability rules. 

  • Are some courses only available to certain users? 
  • What should a user's Catalog and My Courses pages look like?

Message Templates

Consider automated emails (new user, course enrollment, etc). 

    • These can be customized on the admin side, under Setup > Message Templates.

User Imports

Here are a few things to consider before you begin loading users into the LMS:
  • Absorb will send the New User email upon user creation by default. This email can be disabled under Setup > Message Templates if desired, however please note that the process for re-sending it later on requires a bit of manual effort. 
  • If importing users in bulk using the standard User Import tool, the New User email will send based on a toggle switch you set during each import. It's generally recommended that you initially test the User Import tool using a small number of users, with the Send New User Email toggle switched off. Once comfortable with the tool, the full import and sending of the New User emails in bulk can be done just prior to launch.
  • Alternatively, if you would like to load your users into the system ahead of launch then you will need to manage communication with them externally (intranet announcement, internal email blast, etc) OR resend the New User email manually from the Users menu. The New User email can be reset by selecting one or more users at once (1000 max at once) and then selecting Reset Password on the right side.
 
The above lists are far from exhaustive. Ensure all workflows and use cases are planned and tested end-to-end prior to launching.


eCommerce

If your implementation includes eCommerce (selling courses via the Absorb Shopping Cart) then your Onboarding Specialist will also work with you to enable this feature. 

When ready, you can move on to the Absorb Implementation Guide - Additional Features article next.

Implementation Guide

  1. Getting Started
  2. Portal Creation and Branding
  3. Training and Setup
  4. Additional Features
  5. Launch!
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