LCvista 101: New Admin User Training Series

This foundational training resource is tailored for NEW Admin Users. The set consists of four recordings of training sessions that provide an essential introduction to the platform.

The four recordings contain the following and linked below: 

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SESSION 1 - LCvista 101: Overview and Foundations

During this session, we cover:

• 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

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SESSION 2 - LCvista 101: Managing Learning

During this session, we will cover:

• 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

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SESSION 3 - LCvista 101: Managing People

During this session, we will cover:

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

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SESSION 4 - LCvista 101: Managing Compliance

During this session, we will cover:

• 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