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Training Before Go Live

LegalServer staff often provide training before a go live, although this is subject to the organization's contract.

Total Training Time
We offer web-based or on-site training. Your contract specifies the manner and amount of training. Organizations opting for on-site training must supply the space and a projector. Each on-site day counts as a minimum of 7.5 hours of training time.

Timing
Training is generally done the week before a go live (which typically happens on a Monday), but this is flexible.

Facilities
For on-site training, the organization must provide a projector (or other means of displaying the trainer's screen) if that is desired. Our trainer will bring a computer, but can typically use a supplied computer if only organization computers are allowed on the network or it is a restricted lab environment.

The organization must provide internet access. Wifi access is a consistent issue at many locations where people will be following along on their own laptop or tablet. A wifi network that handles a few people in a conference room with no problem may start dropping connections after 20 or more people with laptops try to use it.

Web Sessions
Web sessions are limited to 100 attendees. Multiple people in a conference room viewing a shared screen only count as one attendee.

Recording
Organizations may record sessions if desired. For web sessions, the organization must setup and host the the web conferencing.

Materials
The Introduction and Overview page covers the topics of the Introduction session. It also has a link to a PDF covering most of the Cases, Time, Outreach, Calendar, and Running Reports sessions. We do not bring printouts to on-site sessions (we love trees) or provide materials as part of web training.

Some organizations prepare internal documentation for staff, ranging from quick cheat sheets designed to be taped to a monitor for the first few days after go live, to extensive intake documentation with screenshots of each intake form and associated notes.

"Translation Lists" are also popular, especially when the terminology of a previous case management system is significantly different than in LegalServer.

Topics
The following are common training topics. It is not an exhaustive list of all possible topics. Some sessions may not be needed if an organization is not going to use a specific feature, such as Timekeeping or Clinics. Some organizations opt to provide some training in-house, for example intro and intake, and use more of their training time with us for advanced and admin trainings.

The hours listed are approximate, based on our experience. Times can be approximately twice as long in a lab environment, but this varies greatly depending on the attendees' basic computer skills and ability to work on an unfamiliar computer.

We encourage attendees to bring their own laptops or tablets if the facility has sufficient capacity. A conference room with 25 people trying to use one low end wireless access point will result in slow response times and/or disconnects even if the location has a good internet connection.

Sessions can be repeated as needed (repeats count against the total training time available).

1.0 Introduction and Overview - Navigation, saving changes, lists and filters, search options

1.0 Intake - Enter an intake, set disposition

1.0 Cases - Notes, documents, assignments, case status, closing and re-opening

0.5 Timekeeping - main page and entering each type of timeslip on the site

0.5 Outreach - Create a new record, look at Actions menu options

0.5 Calendar - Events, tasks, and deadlines

0.5 Pro Bono Cases - Setting a case as a pro bono / PAI case; referring to a pro bono user; setting pro bono user 'Extra Information'

0.5 Running Reports (for end users)

1. 0 Clinics

Other topics as needed

2.0 Advanced Reports (building and editing) - help reference: Reports Manual

2.0 Site Admins - help reference: New Site Administrators