Core Concepts You Should Understand First
How to Use This Guide
This article provides a quick, practical overview of the core concepts covered in LCvista 101. It’s designed to help you understand what to do and where to go in the platform.
If you’d like step-by-step visuals, screenshots, and examples, you can reference the LCvista 101 Guidebook linked below.
Download the LCvista 101 Guidebook
Core Concepts You Should Understand First
Learning in LCvista Is Program-Based
In LCvista, learning is organized into Programs, which act as containers for courses and requirements.
Programs can be:
Grouped together (Learning Plans)
Tracked toward progress and completion (Reports)
Assigned across users or groups
Users, Roles, and Access Matter
What someone can see or do in LCvista depends on their role.
As an admin, you’ll manage:
User profiles
Roles and permissions
Group assignments
Learning Plans Drive Structure and Consistency
Learning Plans allow you to organize Programs into a clear, intentional path.
They’re useful for:
Onboarding new hires
Annual or recurring training
Role-based learning tracks
Compliance Is Built Around Jurisdictions
In LCvista, compliance requirements are managed through Jurisdictions.
Jurisdictions allow you to:
Define regulatory or certification requirements
Track progress across required components
Monitor completion status in one place
How Programs Support Compliance
Programs play a key role in compliance tracking by:
Housing required learning
Mapping learning to compliance requirements
Allowing progress to be tracked automatically
When a Program is correctly mapped to a jurisdiction requirement, completion data flows directly into compliance reporting.
Monitoring Compliance Status
Admins can quickly see whether a user’s compliance requirements are:
Complete
In Progress
Not Started
This visibility helps firms stay proactive, reduce risk, and prepare for audits without scrambling at deadlines.
Recommended Next Steps
Once you’re comfortable with the basics covered here, consider:
Watching the recordings for the LCvista 100s Series
Exploring the LCvista 200s-level and Workshop session recordings for deeper workflows in LCvista Academy.
LCvista Academy
The Guidebook and additional resources are available in LCvista Academy. Admin users can access the Resource Center on the bottom-right of their sites.
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