# data[].attributes.body
Sales -
Check list of requirements
Admin contact details

# data[].attributes.body
AF -
First Reduction - 12500 users approx
Remove Orgs no longer active
org_id  name

143     DELETED Grant Thornton Chartered Accountants

164     Bord Gais Energy CI

171     Bio Medical Research

172     IBTS (Obsolete)

1249    Hertz

1511    Sainsburys

1823    Glanbia

1920    Dachser Ireland

2046    aurivohs-closeperticket7106

2075    Bausch & Lomb (obsolete2)

2263    EOLFI-DISABLED

2266    Sammon Group

2267    Dachser Ireland Employee

2506    BIC World

2509    Foure Lagadec

2519    Cyma

2589    IBTS Data Archive

2641    Mazars

2652    Unimec SRL

2661    NPH

2719    C2 Joint Venture at BD

Second Reduction
Remove all users (student type) that have not logged in after April 2015 (7 Years) - 41829 users this will also reduce the duplicate email user count by 12000 approx

# data[].attributes.body
AF
Each code will assign different courses to the user. Codes are created by creating a group and assigning particular courses to that group.

If you try to register twice with the same email address and with a different code, you will be assigned the courses for the new group code.

Logging in as an existing user using your email will show all the branches associated with that email address (if the user has more than one account) and then select the branch required.

https://registration.eazysafeonline.com/

Code heaton12 for Acme Contractors and contractor name is Test-Heatons Heating

Code forky12 for Acme Contractors and contractor name is Test-Forky Forklifts - this will assign different courses

The site registration will bring you to the following site

https://acmecontractorsite.eazysafeonline.com/

Primary Admin account for Acme Contractors
Login: padmin
Password: padmin2022!

# data[].attributes.attachment_link.description
A client which requires contractor registrations using a code

# data[].attributes.body
AF
Orgs with both Employee and contractor systems should be moved at the same time to avoid confusion with LC and TLMS?

Migration records can be reduced by not moving users that have not logged in for a certain period of time.

How to handle duplicate email addresses?

- Users that are in separate Orgs will migrate to different branches (should have no issue )

- Users in the same Org 116,000 records
active and deactivated - older records without admin rights replace the email address e.g. org_id_user_id_current_email_address - Admin for TalentLMS system needs to be made aware of this - This needs some discussion

AF - For the above the first email record created we might assume is the user with access to the address, so this should not be updated but the rest should

How to handle users with no email addresses?

94000 users both active and not active

- Create fake email addresses with Org id and user id (LC), fname, sname e.g. org_id_user_id_fname_sname@orgname.com - Admin for TalentLMS system needs to be made aware of this

If we are not going down the fake email addresses working off Diageo orgs at the start, we have to remember we still have access to user data if needs be.
Look for all users with unique email addresses, only migrate these.
If a user has a duplicate email

check if they are an admin

check when they last logged in and the course completion date

# data[].attributes.body
Google account: talenteazylmstest
Password: safety123!!

URL: drinkco.eazysafeonline.com (one branch only at the moment)

TLMS Login: talenteazylms.test - Deactivated for drinkco
Password: alan_primary_admin

TLMS Login: tal.enteazylmstest
Password: alan_test1

TLMS Login: talenteazy.lmstest
Password: alan_test2

Primary No Group Rights
Login: talenteazy.lmstest
Password:alan_admin_no_group_rights

# data[].attributes.body
AOF E.g. we don't need "scorm" "ILTs" - Thats only showing as a Super Admin it's turned off as a Primary Admin - AF
Infographics section - $ saved is an interesting one, can we change currency and how is the monetary value calculated. Can we create a custom infographic?

# data[].attributes.body
For testing we need an open gmail account accessible to all

e.g.

talentlmstest@gmail.com

which will also give us

talent.lmstest@gmail.com
talentlms.test@gmail.com

etc

Check rights on primary admin - ability to create another admin

Diageo specific

Security need to know there will be a new cert look and feel? Add a smart tag to the Diageo cert for branch name - raise with TLMS

Assignment emails take a long time - check with TLMS

Global password reset - TLMS

Rights - How can an admin batch upload users at branch level (import/export feature) - AF and RM - TLMS

Rights - Deactivate a person, deactivates globally - TLMS

Rights - Updates to person affects them globally as above - AF

Reports - compliance V complete reports

Reports - drill down on the barchart - TLMS

Reports - compliance V all - can a custom report be created that is available to all branches by default.

Certs - expiry date on cert needed

Emails - Add a branch name smart tag for email templates - currently shows eazysafeonline - AF -TLMS

# data[].attributes.body
Data validation check

User count
Completion records (# of Complete/Incomplete/Not started)
Groups - can they be brought over ?

Existing user Login check

Admin:

Change email for testing purposes
Password reset/login
Validate and sense check emails
Check appropriate rights available, including ability to create another admin account
Run reports

User:

Change email for testing purposes via admin account in previous step
Password reset / Login
Validate and sense check emails
Check existing completion record, generate cert

New user / group

Create 2 new test accounts
Assign a course individually
Check email comms
Login
Test course (if required - i.e. Diageo course once tested in one org will be ok in another org)
Generate cert

Clear training records

Create a test group
Assign course to 2 test accounts via group assignment

# data[].attributes.body
Once account team greenlight client for move:

Create target branch on TLMS

Ensure Help Guides are set to https://eazysafeonline.deskpro.com/en/guides in the Home Page setting

Turn off comms

Migrate records (user and training records) - Turn off User addition (from an admin) if you don't want an email sent

Create exception / anomaly list after migration

Resolve exception / anomaly list

Green light for data validation check (onboarding)

# data[].attributes.attachment_link.description
Information and tutorial for Administration on how to add users, setup groups, use reports and more. Click the button below to launch the guides

# data[].attributes.body
Make contact with client 2 weeks before planned move

Get up to date contact details explaining role of admin

Explain unique email required for all users

Identify credit or subscription needs

Green light migration and inform operations

# data[].attributes.body
Close org on LC and add a message on the login screen to
- contact admin?
- Go to new site url? - AF or
Redirect site to new url

1 week and 2 week check in by AM
Satisfaction survey

# data[].attributes.body
System is changing (notice period of 1 week?)
What their login is
Credit process

How to:

Set up account

Set up a group

Assign training -email can take up to 1/2 hour to send to user

Run reports

Check credits - can see credits amount in user profile

Reset passwords

What else would I want as an admin

Complete user list of those moved

Completion records to date

Support details

Global password reset (cuts down on support request). If not available, highlight how to reset a password

# data[].attributes.body
Must be identified for comms - email and direct phone number required.