LMS Go Live Checklist

The steps below provide a generic guidance for going live following the Frontline LMS administrator training. Please note that all steps below may not apply in your situation. Use the knowledge gained during the training, along with your specific situation to formulate a plan for going live.

Please note that you do not need to be 100% complete on applicable items below before going live. Frontline allows you to change a majority of the items without losing any training records. Quite often, simply diving in while the training is fresh in your minds and making sure that you are reasonably complete on steps below offers the most efficient implementation.

1. Make sure that Frontline has been set up a trusted site on all your user computers. Also, make sure that the e-mails from Frontline to your users are not blocked. Please contact your IT group and request them to place Frontline domain in the safe sender's list of any spam filters that they may be using.
2. Review the imported organization structure (company, division and account) data and make sure that it closely matches your mode of operation, training hierarchy and administration.
3. Review the imported people data to make sure that everyone that needs to train is in the system. Please also make sure that their supervisors are correct and current.
4. Review to make sure that the people trained have the correct administrative permissions on the live site.
5. Plan out a shared folder and sub-directory structure on your LAN to store on-line documents (procedures) attached to DOC or PRC type training items. If you are planning to upload such documents to Frontline server, this is not necessary. You can also create on-line courses (WBT) by using PowerPoint presentations, and upload SCORM course packages to Frontline server. For WBT courses created using lessons that contain localized images and attachments, you will need a shared folder structure in the future when you are fully implemented and have developed sufficient experience to create your own customized courses.
6. Create people’s curriculums. This can be a combination of public library courses and your organization specific training. If you already have a training matrix, this can be a good reference for setting up curriculums. Follow steps 7 – 12 to set up curriculums.
7. Create training items. Note: If we have imported your training records, then these would have already been created by us. In this case, a majority of your training items would be set up as EVT type. Create other training items in this order:
   1. ILT or EVT (easiest to create and populate in skillsets below, as no on-line content is required).
   2.  DOC or PRC (use for on-line documents and procedures discussed in step 5). Any EVT training items can be converted to on-line training in future by changing these to DOC or PRC item types, inserting shared folder URL, or uploading documents to Frontline server.
   3. On-line courses (WBT). These take time to create, although it is not difficult to convert PowerPoint presentations to courses.
   4. Review public library courses to see if any of these can be used in your people’s curriculums. These can be easily edited if they are close enough.
8. Create skillsets, using your existing training matrix as guide. These can be edited anytime also, so do not attempt to achieve perfection.
9. Add training items from step 7 to skillsets.
10. Create jobs, if necessary. If these have been created as part of the people data import, you may skip this step. Also, if you wish to start out with a simple curriculum consisting of just a few skillsets assigned to each person, you can skip this step. You can always reorganize your curriculum later by adding jobs, without impacting what people have been assigned.
11. Create people’s curriculums by using one of the methods below:
    1. Place skillsets in jobs and assign jobs to people.
    2. Assign skillsets to people if you are skipping step 10.
    3. If your jobs have been created as part of the data import, you can simply place skillsets in the jobs already created.
12. Use proper due dates in curriculums if you are assigning a lot of training. Unless changed, Frontline uses a default due date of 30 days which may be adequate in most situations.
13. When going live, it may be preferable to create simple curriculums for only a small group of people at each site. This will allow you to make sure that people are able to access Frontline site without any computer or network issues and complete assigned training. For simple curriculums, you can create a skillset such as “Basic Safety Training”, add a few public library courses to the skillset and assign the skillset to people.
14. Notify supervisors of your learners that they will start receiving e-mails about overdue training of their employees. To further enforce timely completion of all assigned training, you can configure Frontline to send overdue notifications to respective department and site managers. In order to do this, grant Account Report system code to all department (account) managers and Division Report system code to all site (division) managers. Confirm that the overdue e-mail configurations include them.
15. Notify supervisors of your learners that they will start receiving e-mails about overdue training of their employees. To further enforce timely completion of all assigned training, you can configure Frontline to send overdue notifications to respective department and site managers. In order to do this, grant Account Report system code to all department (account) managers and Division Report system code to all site (division) managers. Confirm that the overdue e-mail configurations include them.
16. Create a couple of simple reports to track status of assigned training. Such reports can be created using “History Records” and “Status” report templates. You will also find a couple of shared (public) reports that we have created. You can run these as is, or copy and edit for your situation.
17. As you and your users develop experience with Frontline, you can enhance curriculums (steps 7 – 12) further. To keep curriculums manageable, follow these simple guidelines:
    1. Do not add training items directly to people’s curriculums. Always add them via skillsets.
    2. Avoid assigning same training items multiple times. You can avoid this by not creating overlapping skillsets.
    3. Avoid assigning a skillset and then a job containing the same skillset.
    4. Keep curriculums simple, so you can quickly troubleshoot any training assignment and due date issues.
    5. If you are using Frontline EHS suite's Management of Change (MOC) and Action Tracking (ACT) applications, create department-specific MOC and ACT notification skillsets and assign them to people in those departments. The skillsets can be assigned even if they do not contain any training item components. As engineers trained in MOC and ACT start sending out notices, these can be placed by them in appropriate skillsets. Following this practice will keep your people's curriculums well organized and easier to manage.
18. As you develop more experience with Frontline, you can benefit from features such as classes, revisions, assessments, surveys and complex tests. These are discussed elsewhere in this help manual.