LMS Requirements - Create a Social Networking Site with Ning_ the .xls

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					Learning Management System (LMS)
Requirements Checklist
Use the table below to begin considering and rating the importance of different features and functionality your organization is looking for in a
Learning Management System (LMS). This template aims to be comprehensive, but is by no means all-inclusive. Add, delete or modify
requirements as necessary to meet your unique circumstances.
Functionality/Features                                                         Required Optional Not Required   Notes/Description
Hosting & Support
Software-as-a-Service (SaaS)/hosted delivery model
Methods of data exchanges and encryption supported
Interoperability with other modules/applications (describe)
Help Desk options available for administrators, SMEs and employees
(email, phone, text chat, fax, etc.)
Help Desk support for multiple languages (list)
Help Desk support for multiple time zones (list)
Security Capabilities
Password and user IDs determine secure authentication
Set authentication rules based on hard life time, idle life time and Single-
sign-on life time
Configurable security settings (password characteristics)
Automated system to help users who have forgotten passwords
Login encryption/validation
Platform, Domains & Interface
Product Roadmap that benefits all customers
Based on Microsoft .NET and is database independent for flexibilty

System can feed into HRIS/ERP systems using a Web services API

Built in wizards to guide administrator on difficult tasks
Learner interface available in multiple languages / multibyte characters
ADA Section 508 compliant
Supports 21 CFR Part 11 in that it has full auditing capabilities
Assign learning activities (single or bundle) to an entire domain
Integrated LCMS functionality
Integrated analytics tools such as Knowledge Advisors
Integrated Product Library (document repository)
Links to other training sites or resources (Online Resources)
System is modular, allowing deployment of only required functionality
(turning on or off features and modules)
Support for heirarchical domains at the enterprise, subsidiary, business
unit, client or other defined levels (and ability to spawn new domains
without vendor involvement)
Manage interface branding themes and specify user settings

Provide different themes to multiple domains
Ability to create and manage text and branding of the login page
Specify the colors in the user interface
Specify the layout of the user interface
Text branding of the site through the user interface, including
configurable text for navigation links
Ability to modify/customize the user interface
User configurable home page
Customizeable Contact Us page

Business rule definition configurable on a domain-by-domain basis

Integration with virtual meeting/classroom tools such as WebEx
Integrated performance and talent management tools such as
Single-sign-on functionality with third party tools
ILT calendar – displaying all instructor-led classes in the system
Workflow & Approval Process
Create a custom workflow and a custom approval form for student to
complete without intervention from vendor
Approval Manager module may be in use without affecting whether other
modules may or may not be used
Include custom user attribute as an automatic trigger for approval flow

Include values for course duration and cost as triggers for approval flow
Enterprise Human Resources Integration (EHRI) fields are automatically
displayed when EHRI module is turned on
Identify specific individuals who have permission to approve
Ability to manage certification requests
Support for Certifying Official Approver for EHRI (federal government
User Features
Ability to personalize and configure user interface and functionality (i.e.
modules on or off) per domain without vendor assistance
Ability for user to select a specific view for the calendar (day/week/year)
and modify time zone
Forgotten password/change password automated responses
Change user name
Access eHelp (search for topic/context sensitive)

Plug-in Installation Center (that may be required for certain courses)

Ability for a new learner to request an account
Ability for a new learner to create an account without approval
Ability to toggle between role types while remaining logged in
Ability to view and manage short-cuts
Ability to select specific dashboards to display
Ability to view dashboard data, regardless of role (Learner as well as

Ability for users to select specific language
Ability for user to select time zone
Request permission to waive a prerequisite
Update/adjust/create learning plan
Filter views of learning plan (i.e. by training type)
User Management
Configurable permissions/roles - Create and manage new
Create, change and view user information/profile
Copy an existing role

Create custom fields in user profiles without intervention from vendor

Advanced search includes custom user fields
Web services API to allow user data to be imported
Ability to create and manage user groups
User can belong to multiple user groups
User can belong to multiple domains
Ability to create (or batch upload) new users
Set/change user status (i.e. active/inactive/deleted)
Define student to supervisor relationship
Designate/change a user's supervisor
Enroll users in courses (individual, groups/batch)
Learning Content Creation & Management
SCORM 2004 compliant
SCORM 1.2 compliant
AICC compliant
Support for online training, instructor-led training, and informal learning
objects (such as on-the-job training) to be assigned and tracked by the
Allow administrator to select option for learner to mark a user defined
training object as complete
Has ability to integrate with thousands of courses from any vendor or
custom content built by a client that follow AICC or SCORM standards

Pre-integrated with thousands of courses from multiple vendors
Mass registration for multiple learners to one course
Utility to upload SCORM or AICC custom content without vendor
assistance (course upload tool)
Interoperability with content that is NOT standards-compliant
Manage course properties (CEUs, duration, test required, etc.)
Can disable a course without removing it from the LMS
Set duration of course accessibility based on registration date (setting a
expiration period)
Ability to set an expiration date for a linked learning object so that it no
longer links to any learning plans
Manage grade book by marking any learning object as complete or
Learner can self-register for learning offerings

Learner can unregister from all learning offerings
Learner can unregister from instructor-led training
Learner can register at the ILT course level
Ability to set prerequisites for courses
Ability to waive a prerequisite
Approve/deny a request to waive a prerequisite
Create/edit an ILT/WILT and appropriate resources
Recorded WILTs are created as OLTs
Dynamic conflict resolution (location, instructor, equipment, enrollment)
Assign importance ranking on resources for the system to indicate
what/who is available
Assign multiple instructors to a class and/or session
Assign resources at the session level
Ability to set (and override) the max students for a course at the session
Waitlist functionality (i.e. for a "full" ILT class)
Automatic waitlist functionality (user at top of waitlist is automatically
enrolled when a space opens up)
Review/print a completion certificate (student accessible)

Access online resources (ie PDF instructor has posted for a course)

Enroll and cancel registrations for learning activities
Create/edit reason to drop students from learning activities
Registration with manager approval
Registration confirmation via email
Manage the waitlist and roster
Manage a registration request queue (approve/deny)

Courses can be grouped into curriculum and topic areas in the catalog
Ability to request/reserve (blockout) rooms, equipment and other ILT
Create, modify and delete learning plan templates
Manually assign a learning plan to learners (individually/user
Automatically assign learning plans using defined criteria (including user
groups or custom user fields)
Edit a learning plan template (and auto-update for assigned users)

Edit the contents of a learning plan for all users
Edit the contents of a learning plan for specific individuals

Set due dates for entire plan completion (i.e. certification deadline)

Update due dates for plan completion for multiple students en mass
Configure learning plan completion requirements based on either number
of learning objects completed (all or specified subset) or based on
number of CEUs completed

Set auto-reminder email for assigned students / instructors / managers /
administrators regarding due date for entire learning plan

Require courses to be completed in a defined order
Recurrance for courses can be set automatically based on rules
Set auto-reminders for recurrances using rules
Assign learning activity due dates for employees
Certification tracking
Continuing Education Unit (CEU) tracking
Courses can be set to automatically renew on periodic basis (i.e. for
annual certification)
Built-in testing and survey creation tool
Tests and surveys that can be assigned to multiple learning objects (re-
Ability to set passing scores for tests
Ability to require passing score on test to complete the course
Set how many times a test can be attempted
Select duration of test or make it unlimited
Tests can be auto-graded by system
Web-based student notes feature (per course)
E-Commerce Features
Integrated e-commerce capability for payment of courses (ILT, OLT,
webcast, etc.)

Buy a course via e-commerce (credit card, purchase order, check, etc.)
Ability to treat a group of courses as one training bundle or SKU (and
bundles can differ across domains)
Discount features (and can differ across domains)
Support for multiple currencies
Can support credit card transactions without manual effort

Multiple merchant accounts (i.e. because you have multiple domains)

VeriSign security
Payment system for tracking internal costs and charge-backs
Payment reporting features
Catalog Features
Select general business rules for how users will access the catalog and
enroll in courses
Manage terms / time frames when courses are available in the catalog for
learner enrollment
Manage which user groups has access to areas of the catalog through
catalog access codes
Searchable course catalog

Course catalog can be filtered by ILT properties (location, instructor, etc.)

Add external courses to the main catalog
Allow hyperlinks in catalog course descriptions
Reporting Capabilities

Real-time reporting
Report can be run on demand through the LMS interface
Web-based reporting interface with results appearing in application
Report can be printed from application workspace without having to
Standard "out-of-the-box" reports

Option to use filters for reports instead of having to create a new report

Custom reporting capabilities
Can report on all learning objects, including UDTs
Wizard-driven report creation (for custom reports)
Ability to export report data
Report formats (browser view, .xls, .csv, .doc, .rtf, .pdf, etc.)
Dashboard reporting and analytics
Report on domains seperately or as individual business units or learning
Report is filterable by domain
Report is filterable by user-groups
Custom user fields are used in any report with user profile data
Sort a report by fields (i.e. alphabetically or chronological)
Ability to drill down to question level to evaluate test questions (item
Pull reports for subordinates (but access is governed / flexible)
Ability to build a new report and share with other users
Ability to track ILT, OLT and informal training
Report on learning plan progress across groups / globally
Student transcripts (viewable and printable)
Student certificates (e.g. for course or curriculum completion)
Review / print a transcript (student accessible)
Communication & Collaboration
Automated reminder notices via email
Manage event communications by enabling or disabling as well as
recipients easily through user interace
Mass distribute communication to learners by domain
Edit and manage content of notification message
Ability to turn on or off notification events
Online access to course materials (e.g. supplemental material)
Fully integrated live webcasting and virtual meeting capabilities
Web-based calendaring and scheduling (integration with Outlook)
Live text chat capability
Ability to send emails to user's email address listed in their profile
Create and launch WebEx events
Identify multiple hosts per WebEx event
Automatic register/de-register notification via email
Ability to send emails to selected users


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