Launch Prosperity to Users
The purpose of this training guide is to provide a checklist of tasks related to launching Prosperity to users.
Launch Phases
Prosperity is rolled out in three phases, with the third and final phase being the full release of the LMS to users.
1. Preliminary checkout refers to a check off list. Items on the preliminary checkout list represent tasks that need to be addressed before beta testing and going live.
2. Beta testing occurs when a small isolated group is used to review the system prior to launching Prosperity to the entire company/organization. This allows for feedback from the users and potential changes or tweaks before “going live” to the entire company.
3. Full Release: This marks the end of the start up process.
Startup Checklist
As you work with your project consultant to launch Prosperity, you will refer to the Startup Checklist. Your project consultant will work with you to ensure that each item requiring action is completed, checked off with the completion date recorded in the Startup Checklist. Review the example of this checklist below.
v Target Launch Items
|
Item |
Who |
Date |
Description |
Notes |
|
Target Beta Testing Date q Students q Supervisors |
Customer |
|
ü Students log in with their test/real accounts ü Students register for courses ü Students launch/take courses, exams, assessments ü Supervisors log in with Admin accounts ü Supervisors access/use menu items |
|
|
Test Data |
Customer Ziiva |
|
Customer marks data Ziiva deletes |
|
|
Target Live Date |
Customer |
|
|
|
v
v Work Items Summary
|
Item |
Status |
Notes |
|
Student Portal Setup |
Not Ready |
|
|
Curriculum Setup |
Not Ready |
|
|
Company/Students Setup |
Not Ready |
|
|
Custom Items |
N/A |
None Noted |
|
Miscellaneous Items |
Not Ready |
|
v Student Portal Setup Items
|
Item |
Who |
Configured/ Status |
Notes |
|
Student Portal Branding |
Customer Ziiva |
|
Customer sent artwork y/n |
|
Template Screens q My Courses q My Programs q My Transcript q Register for Courses |
Customer Ziiva |
|
Customer sent selections y/n |
|
My Profile Screen q Admin q Check out q Student |
Customer Ziiva |
|
Customer sent data fields y/n |
|
Menu Selections |
Customer Ziiva |
|
Customer sent selections y/n |
|
Help Page |
Customer Ziiva |
|
Customer sent file y/n/na |
|
Welcome Page |
Customer Ziiva |
|
Customer sent artwork/layout y/n |
|
Item |
Who |
Quantity |
Configured/ Status |
Notes |
|
Courses |
Customer |
|
|
|
|
Exams |
Customer |
|
|
|
|
Surveys |
Customer |
|
|
|
|
Programs q Permissions q Job Roles q Emails q Training Map q Work Flow q Pricing q Coupon Codes |
Customer |
|
|
|
|
Instructors |
Customer |
|
|
|
|
Classes |
Customer |
|
|
|
|
Certificates |
Customer Ziiva |
|
|
Customer sent PP/Word files y/n/na Expected completion date: #12345 12/12/10 |
|
|
|
|
|
|
v Company /Student Setup Items
|
Item |
Who |
Quantity |
Uploaded/ Configured/ Status |
Notes |
|
Company Hierarchy |
Customer |
|
|
|
|
Students Loaded q Profile q History |
Customer |
|
|
|
|
Automatic Student Imports |
Customer Ziiva |
N/A |
|
Push / Fetch |
|
Administrators q Supervisors q Supervisor’s Menu |
Customer |
|
|
|
|
Company Reps |
Customer |
|
|
|
|
SSO configured |
Customer Ziiva |
1 |
|
|
|
|
|
|
|
|
v Miscellaneous Setup Items
|
Item |
Who |
Quantity |
Uploaded/ Configured/ Status |
Notes/Dates |
|
Standard Reports |
Customer |
|
|
|
|
Training Sessions |
Customer |
|
|
1 2 3 4 5 6
|
|
Custom URL q SSL Certificate |
Customer Ziiva |
|
|
|
|
Merchant Account |
Customer Ziiva |
|
|
|
|
Shopping Cart Verified q New Student q Existing Student |
Customer |
|
|
|
v Custom Items
|
Custom Items |
Who |
|
Quantity |
Uploaded/ Configured/ Status |
Notes |
|
Reports q Menu q Custom Reports |
Ziiva |
|
|
|
|
|
Authoring Tool Templates |
Ziiva
|
|
|
|
|
Training Guide Corporate Structure: Job
Roles