Migration Training (Open Regulate to Thentia Cloud)

This session is required only if your agency is moving from working with Open Regulate to Thentia Cloud.

Because you are moving away from Open Regulate to Thentia Cloud and are not new to working with Thentia overall; we have developed a streamlined and timesaving training track for you. This will allow you to go through training in three sessions rather than the seven in our Standard Training.

If you’d like more in-depth training, please feel free to attend our more specific and detailed Standard Training offerings.

Objectives 

To streamline the transition for our Migration clients, we've developed a concise three-course training program exclusively for those moving from Open Regulate to Thentia Cloud. This program will highlight key differences between the two platforms, provide an overview of the Workbench modules, and offer valuable hands-on experience with Analytics, Comms, Security, Governance, Quality, Config, and Workflow through interactive activities and guided exercises. Each session will incorporate engaging presentations, live demonstrations, and practical hands-on activities.

Migration Training Sessions 

Sessions listed below are all required and intended to be taken in the recommended sequential order.
Note: You must register with a work email address

• Migration Training Session #1
  • Migration Training Session #1 will cover key differences between Open Regulate and Thentia Cloud. It will include an overview of the Workbench modules, hands-on activities, and guided exercises. Covering License/Registration applications, processing, approving, licensing, and renewals. 
    Click here to register for Migration Training Session #1 

• Migration Training Session #2
  • Migration Session #2 will cover crucial aspects of the following modules and topics. 
    • Governance: Adding a board member and creating a committee.
    • Comms: Understanding message threads and templates, email logs, and creating a letter template.
    • Analytics: Running reports, using the Interactive Query Builder, demonstration of chart manipulation and dashboard capabilities.
    • Education Provider Portal: Brief introduction to how the portal works to allow agencies to approve education providers such as schools, institutions, or centers of learning and the programs they offer.
      Click here to register for Migration Training Session #2

• Migration Training Session #3
  • Migration Session #3 will delve into crucial aspects of configuration and user management, including: understanding the Config module menus, navigating the Workbench and Entity Information screens, comprehending how Records reside within Entities, leveraging String Resources for portal text updates in the Config module, building Summary Views, exploring Document Templates and data mapping in the Workflow module, and managing users within the Security module. This includes adding, editing, and deleting users, understanding Role-Based Access Control (RBAC) principles, and creating and managing Privilege Groups.
    Click here to register for Migration Training Session #3

Training Materials for your sessions

Please download the following training materials zip file to have accessible for the training session you've registered for.