InReach LMS Implementation Kickoff

VIDEO TRANSCRIPT | Recorded: 2015-08-20 | Verify against current system state

Abstract¶

InReach LMS implementation kickoff meeting between AANP and InReach teams covering the four-phase launch process (setup/planning, content transfer, admin training/course build, launch), SSO integration requirements, content migration via FTP, course setup forms, CE credit type configuration, evaluation and post-test setup, and portfolio data migration strategies. Discussion emphasizes balancing LMS implementation with concurrent Aptify project while identifying minimum viable product requirements.

Key Procedures¶

• Phase 1: Setup and planning - team structure, admin accounts, catalog branding review
• Phase 2: Content transfer via FTP (FileZilla) or external hard drive for large files
• Phase 3: Administrator training (in-person), course building, QA testing
• Phase 4: Launch - link catalog, activate, announce
• Complete course submission forms for each program (on-demand vs webcast versions)
• Set up credit types including component credits (pharmacology as part of CE)
• Configure system emails for registration, confirmation, receipts
• Create evaluations at course level - generic reusable or custom per course
• Set up 90-day post-impact surveys for specific programs
• Build SSO integration using redirect app with encrypted member ID
• Configure nightly sync to pull new users and refresh existing data
• Migrate historical certificates as external certificates for portfolio

Notable Statements¶

• 0:01:07 "Inreach was told that they are our preferred vendor coming out of all of our demos."
• 0:02:26 "Could we do it without project management or IT and AAMP being involved? How far could we go?"
• 0:05:09 "On day one SSO has to be done."
• 0:14:06 "What's great about already having that branded catalog is we've just skipped like three or four weeks."
• 0:15:31 "This is actually, I think, the most important part of the process, because while we can create the catalog until we actually get the media files, there's not a whole lot of work we can do."
• 0:19:50 "I already have scripts like that created" - Re: pulling content from CDN
• 0:34:09 "Currently, it is associated to a program. But we also have the concept of an external certificate."
• 0:38:14 "Every time they log in, it actually re-syncs the data."
• 0:42:21 "We're talking about whether we should be considering signing up and setting up a lot of the coursework and having it ready but not actually plan to go live until the first quarter."

Systems & Configurations¶

Systems Mentioned¶

• InReach LMS (new learning management system)
• Aptify (AMS - under concurrent implementation)
• CE Center (current homegrown system)
• CDN (content delivery network)
• FileZilla (FTP client)
• Camtasia (video editing)
• Adobe Captivate (interactive content)

Specific Configurations¶

Credentials/Access Mentioned¶

• FTP credentials in Launch Process checklist
• InReach admin accounts to be created per role
• SSO uses encrypted member ID in query string

Errors & Troubleshooting¶

• Issue: Duplicate accounts when membership lapses and user re-registers
• Cause: User forgets credentials, creates new account
• Resolution: Merge accounts in both Aptify and InReach (3 clicks in InReach)

• Timestamp: 0:39:06

• Issue: CE tracker only available to members concern

• Cause: Non-members attend conferences and need certificates
• Resolution: Portfolio available to all; external upload feature is member-only

• Timestamp: 0:35:00

• Issue: Content files too large for FTP

• Cause: Some files 10GB when should be streaming-optimized
• Resolution: Either convert before transfer or InReach production team can process
• Timestamp: 0:21:46

Transcript Gaps & Quality Notes¶

• Very long meeting (~90 minutes) covering comprehensive implementation planning
• Multiple AANP attendees: Dennis, Anne, Elizabeth, Jack, Jeff Sikes, Stormy
• InReach team: Neil (CEO), Jennifer (Client Success), Nathan, Michael (Product Manager)
• Discussion of SSO technical integration deferred to second half of meeting
• Catalog already branded from demo phase - accelerated timeline
• Decision point reached: may delay go-live to Q1 due to Aptify project constraints