Data Requirements

Area

Requirement

Theming Requirements

Colour schemes

Logos

Templates

Graphics

Look and feel of the site in general and the front page look

Front Page Settings

Look and feel

Content

Configurable blocks (could be video, pictures, company L&D philosophy etc.)

Authentication

Login Page - Right hand side message

Login Page - Self register for accounts? Authentication Methods

Decision on what source to get user information (Active Directory, ESR or other)

Link established to Active Directory, ESR or other

Courses

Course Categories and Sub-categories

Course Catalogue

Identify which courses equate to mandatory training compliance topics

Email Notification templates (text, reminder timescales)

Course format/layout template (look and feel)

Content (SCORM packages, e-assessments, video, other materials)

Links to other LMS/Platforms (e.g. skills for health) content

Face to Face Courses Specifically

Trainers (access to categories/courses)

Rooms, venues, locations

Waitlisting/overbooking

Manager Approval

Email Notification templates (text, reminder timescales)

Roles Requirements

Site Admin

Manager

Trainer

Assessor

Learners

(Lots of roles available, what do you need/want?)

System Notification Setup

SMTP

LMS noreply email address/Admin email address

Legacy Data Migration

Identify Learning Record Sources

Match Legacy naming convetnions to Totara Course Catalogue

Excel templates for legacy data uploads (Certification/Course)

Audiences (Mandatory Training Targeting Groups)

By Topic

Identification of ESR Roles, departments, staff groups, clinical areas etc.

Totara Sync

Identify HR data sources

Decide required fields to be shown in Totara (department, directorate, role, pay band etc.)

Frequency of sync

Reporting Requirements

Decision on what the requirements are