Navigating Provider Management in LearnPlatform: Key Insights from the October VOH Session

[Madra]

The session was packed with practical information, covering:

• Use Cases for Provider Management
  Understanding real-world applications, including managing Data Privacy Agreements, ensuring Accessibility, and aligning with the AI Pledge.
• How to Create and Manage Applications
  Step-by-step guidance on building an application with customizable fields like short answer, multiple-choice, file uploads, and more. The session also explored automation features, such as automatic compliance status updates based on responses.
• Inviting and Communicating with Applicants
  Tips on inviting providers, managing communication settings, and updating applicant information. This feature helps maintain clear and organized provider interactions.
• Automated Notifications and Application Status Updates
  Streamlining the provider management process with automated notifications for submission statuses, reminders, and updates.
• Managing Applications with the Dashboard
  An overview of the application dashboard that allows users to monitor statuses, review returned applications, and organize providers efficiently.

Key Takeaways:

• Enhanced Workflow with Automation: Automate privacy status updates, notifications, and reminders to simplify provider interactions.
• Customizable Application Fields: Build applications tailored to your district’s needs with options for various question types, including terms and conditions.
• Efficient Provider Management: Use the dashboard to track and manage all applications, making it easy to ensure compliance and stay organized.

Resources for Follow-Up
For those who couldn’t join live, here’s the PowerPoint and video recording of the session. These resources will guide you through the steps covered and provide visuals to reinforce each feature discussed.

Upcoming Events
Stay tuned for our next session on Best Practices to Maintain an Updated Library in November, and our January User Group meeting, where we’ll dive deeper into user workflows and new LearnPlatform features.

For ongoing updates, tips, and community discussions, visit the Instructure Community - LearnPlatform Hub to stay connected.

[LM_EdTech]

What do you suggest: If a vendor is supposed to upload a signed document and forget, do I decline the application or just comment?