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Checklist When Getting Started With the LMS (Learning Management System)

Use this checklist to ensure your Learning Management System is properly configured and ready to support employee training, compliance tracking, and professional development across your organization.

Confirm Administrator Access

  • Identify primary LMS administrators
  • Confirm administrator permissions are assigned
  • Add additional HR or training administrators as needed
  • Review user roles and access levels

Limit administrative access to users responsible for managing training content and compliance tracking.

Review System Settings

  • Confirm company profile information
  • Verify default training settings
  • Review notification and reminder settings
  • Confirm system terminology and labels (if customizable)

Proper system settings ensure consistent communication and training tracking.

Configure User Access & Learner Groups

  • Confirm employee users are available in the system
  • Assign users to appropriate groups (department, location, role, etc.)
  • Verify manager access where applicable
  • Confirm employee self-service training access

User groups help automate training assignments and simplify reporting.

Review Training Catalog

  • Confirm required training courses are available
  • Review course descriptions and objectives
  • Verify course availability and visibility settings
  • Organize courses into categories or learning paths if applicable

A well-organized catalog helps employees easily find and complete training.

Configure Training Assignments

  • Assign required compliance training
  • Set due dates for required courses
  • Configure recurring training or certification renewals
  • Confirm assignment rules for new hires or job changes

Automated assignments ensure employees receive the correct training at the right time.

Review Course Settings

  • Confirm course completion criteria
  • Verify quiz or assessment settings if applicable
  • Confirm certificate or completion tracking settings
  • Review course expiration or renewal rules

Clear completion criteria ensure accurate training records.

Configure Notifications & Reminders

  • Review training assignment notifications
  • Confirm due date reminder emails
  • Verify overdue training notifications
  • Test notification messages for clarity

Automated reminders significantly improve training completion rates.

Test the Learner Experience

  • Assign a test course to a sample user
  • Complete the course as a learner
  • Verify completion is recorded correctly
  • Confirm managers can view training progress

Testing ensures employees have a smooth training experience.

Train Managers & Supervisors

  • Demonstrate how to monitor employee training progress
  • Show how to view completion reports
  • Review how managers can encourage training completion
  • Explain compliance tracking expectations

Manager involvement improves training adoption and accountability.

Monitor Training Compliance

  • Run training completion reports
  • Review overdue training assignments
  • Monitor certification expirations
  • Schedule regular training audits

Continue Learning

  • Explore additional LMS features in Arcoro Learning
  • Attend upcoming training webinars
  • Review advanced reporting and analytics tools
  • Contact support or training if assistance is needed

Congratulations!

Your Learning Management System is ready to support employee training, compliance, and professional development across your organization.

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