Phase #3: Courses & Final Sandbox Migration

Phase Overview

Phase #3 of the migration focuses on setting up training and getting to a finalized state on the tabs introduced in Phase #1 and Phase #2. This phase is usually completed fairly quickly relative to Phase #2. By the end of this phase, your Sandbox environment should be complete and you should be ready to attempt a migration into the Production environment. To complete Phase #3, you should start by reviewing each section or watching each video and completing the subsequent associated task (please complete all tasks before sending the migration template). Always complete tasks within the most up to date version of the migration template. After all of the tasks have been completed, email the update migration template with your company name and the migration Phase # in the subject line to migration@zenqms.com.

During the migration process, if you have any questions, please email migration@zenqms.com

After completing this phase, please leave a review by voting either ✓ or ✕

 

Table of Contents

  1. Courses Template
  2. Documents-Course Template
  3. Course Assignments
  4. Final Sandbox Migration

 

 

Courses Template

 

Task (Please complete all tasks before sending the migration template)

  1. Create any required courses
 
 

 

Documents-Course Template

 

Task (Please complete all tasks before sending the migration template)

  1. Add documents for each created course
 
 

 

Course Assignments

 

Tasks (Please complete all tasks before sending the migration template)

  1. Add user or user group assignees for each course
  2. Review the current user group settings and make any necessary changes
    • Since course assignments may not lend themselves to the current user group setups, you may need to add additional groups or change the current user groups assignments
 
 

 

Final Sandbox Migration

Tasks (Please complete all tasks before sending the migration template)

  1. Complete filling out the entire migration template
    • The template should be around 80%-95% complete at this point
  2. After the migration has occurred, review the Sandbox environment and make any last minute changes to the migration template
  3. Send the finalized migration template to migration@zenqms.com
 
 

 

 

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