LCvista 101: New Admin User Training Series

LCvista 101: Overview and Foundations

LCvista 102: Managing Learning

LCvista 103: Managing People

LCvista 104: Managing Compliance

 

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LCvista 101: Overview and Fundamentals
📚
LCvista 102: Managing Learning
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LCvista 103: Managing People

LCvista 104: Managing Compliance
  • Introduction to LCvista and key functionalities

  • Overview: Managing People, Managing Learning, and Managing Compliance

  • Step-by-step guide

  • Tips and tricks

  • Q&A segment

  • Groups

  • Notifications

  • Custom Fields

  • Catalogs

  • People Properties

  • Admin Roles

  • People Reports

  • Learning Plans

  • Milestones to track progress

  • Programs, Sessions, and Activities

  • Custom Tags

  • Catalogs

  • Learning Reports

  • Firm Compliance

  • Compliance Detail

  • Transcript

  • Adding/Editing Jurisdictions

  • Adjusting Credits

  • Adding Extensions

  • Changing the Reporting Period

  • Compliance Reports

 

LCvista 101: Overview and Fundamentals

  • An introduction to LCvista and its key features
  • Step-by-step guide provided for using fundamental features
  • Tips and tricks to maximize your productivity
  • Q&A segment to address any questions you may have

Screenshot 2024-11-14 at 10.21.36 AM

10/15/24 Recording: Click Here

Passcode: *em$wc3V

PDF Resource: LCvista 101 Guidebook for New Admin Users


LCvista 102: Managing Learning

  • Learning Plans and how to structure them effectively
  • Setting up Milestones to track progress
  • Creating and Organizing Programs, Sessions, and Activities
  • Utilizing Custom Tags for better categorization
  • Creating and organizing Catalogs
  • Learning Reports

Screenshot 2024-11-14 at 10.21.31 AM

10/02/24 Recording: Click Here

Passcode: KPX^0.U4

PDF Resource: LCvista 101 Guidebook for New Admin Users

PDF Resource: Managing Learning Planning Template


LCvista 103: Managing People

  • Managing Firm Compliance
  • Compliance Detail with End Users
  • Understanding the Transcript
  • Adding/Editing Jurisdictions
  • Adjusting Credits - Adding Extensions
  • Changing the Reporting Period
  • Compliance Reports

Screenshot 2024-11-14 at 10.21.25 AM

10/23/24 Recording: Click Here

Passcode: RbB4U#c5

PDF Resource: LCvista 101 Guidebook for New Admin Users


LCvista 104: Managing Compliance

  • Managing Firm Compliance effectively
  • Navigating Compliance Detail with End Users
  • Understanding the Transcript
  • Adding/Editing Jurisdictions
  • Adjusting Credits
  • Adding Extensions
  • Changing the Reporting Period
  • Compliance Reports

Screenshot 2024-11-14 at 10.21.19 AM

10/29/24 Recording: Click Here

Passcode: 5Sy5.YeC

PDF Resource: LCvista 101 Guidebook for New Admin Users

PDF Resource: Compliance Reporting Overview and Cheat Sheet

 

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