TraineryXchange Implementation Guide: From LMS Integration to Live Deployment in One Week

Before You Start: Three Decisions to Make

Implementation goes faster when three decisions are made before you open the platform. Organizations that try to make these decisions during setup typically extend their timeline by a week or more.

Decision 1: Native LMS or LTI integration?

If your organization does not have an existing LMS, use the Trainery native LMS. It is provisioned immediately and requires no configuration beyond setting up your user accounts. If you have an existing LMS that employees already use, connect TraineryXchange via LTI 1.3. The LTI setup takes 20 to 40 minutes and does not require IT development work.

Decision 2: Which content categories are mandatory in Week 1?

Prioritize your mandatory compliance content for immediate deployment and your optional professional development content for Phase 2. This keeps the initial implementation focused and gets legally required training in front of employees quickly.

Decision 3: Who manages the platform?

Assign a primary platform administrator before implementation begins. This person needs access to your employee directory for account creation, the ability to receive and grant admin credentials, and 3 to 5 hours available in the first week for setup tasks.

Day-by-Day Implementation Plan

Day 1: Subscribe and Configure Your Environment

5. Subscribe to TraineryXchange at /pricing. Select your plan based on employee count and content categories.

6. If using the Trainery native LMS: log in with your admin credentials. Your environment is ready immediately.

7. If connecting to your existing LMS via LTI: navigate to your LMS admin panel, open the external tools or LTI apps section, and enter the TraineryXchange LTI credentials from your account settings. Test the connection by launching one course from within your LMS.

8. Set your organization's name, logo, and primary contact information in the platform settings.

Day 2: Import Users and Set Up Departments

9. Import your employee list. TraineryXchange accepts CSV imports with fields for name, email, department, role, and manager. If you use BambooHR, Workday, or Rippling, a directory sync is available.

10. Create department groups that mirror your organizational structure. Departments are the primary unit for bulk enrollment and reporting.

11. Assign roles to users. Roles determine which learning paths are assigned and which content categories are visible in the catalog.

12. Create admin accounts for any L&D team members or HR managers who will manage the platform.

Day 3: License and Activate Your Content

13. Browse the TraineryXchange marketplace and select courses for each mandatory compliance category: OSHA safety (select construction or general industry version), sexual harassment prevention (select state-specific version for each state where you have employees), data privacy and security, DEI awareness.

14. License the selected courses. SCORM Dispatch is the default delivery method for compliance content. Confirm Dispatch is active for all compliance categories.

15. For professional development content, browse by skill or category and license the courses relevant to each role type in your organization.

Day 4: Build Learning Paths

16. Open the learning path builder. Create one path per major role type: for example, New Hire Onboarding, Manager Development, Compliance Refresher, Technical Skills.

17. Add courses to each path in the sequence you want learners to complete them. Set minimum passing scores for compliance courses.

18. Set completion deadlines for mandatory paths: 30 days for new hire onboarding compliance, annual renewal dates for recurring compliance categories.

19. Preview each path as a learner to confirm the course sequence and content load correctly.

Day 5: Assign Paths and Configure Reminders

20. Assign learning paths to the corresponding employee groups. Bulk assignment sends enrollment notifications to all employees in the group simultaneously.

21. Configure automated reminder emails: 14-day reminder for incomplete enrollments, 7-day reminder for approaching deadlines.

22. Set up manager notification preferences so department heads receive weekly completion summaries.

Day 6: Pilot Test with a Small Group

23. Select 5 to 10 employees across different departments as your pilot group. Ask them to complete one assigned compliance course.

24. Verify: the course loads correctly on desktop and mobile, completion data records in the platform, the certificate generates automatically, and the completion appears in your admin dashboard.

25. Resolve any issues before full rollout.

Day 7: Full Rollout and First Compliance Report

26. Send your organization-wide launch communication explaining the new training platform, what training is required, and how to access it.

27. Pull your first compliance report from the reporting dashboard to establish your Day 1 baseline.

28. Schedule a monthly review of your compliance completion data as a recurring calendar item.