We’re so excited to have you onboard and are here to support as you get ready for the move to your new Grovo platform. As you continue to learn and grow on the platform, check out some of the "pro tips" below to make sure you're getting the most out of Grovo.
This handy migration checklist will walk you through everything you need to understand the full scope of your migration process, so you don’t miss a thing while switching over to the new Grovo experience.
Migration Checklist
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Migration Task |
Status |
Completed Date |
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Before Migrating |
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Clean up your user lists and trainings by archiving any users or materials that you don't want on the new platform |
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Review your material and training titles to ensure clear and consistent nomenclature |
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Review your quizzes before migration and reduce to four answer options to ensure they successfully migrate |
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Separate SCORM materials and assessment questions so that questions are not lost in the migration |
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Pro tip: Create teaser emails, flyers, and other marketing materials (optional) |
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Accessing Grovo |
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Log into Grovo and complete account setup |
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Submit a ticket to configure single sign-on (SSO) |
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Pro tip: Register for a Migration Webinar for a crash course about migrating to the new platform |
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Platform Setup |
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Add branded company logo and colors to the platform |
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Review training articles and tutorials for Creators and Learning Administrators |
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Attend another "Migration Webinar" webinar for a refresher (optional) |
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Complete "Welcome to Grovo!" onboarding Campaign in your new platform |
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User Setup |
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Add or create user attributes |
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Export a CSV from your HR system and edit as needed to make sure every user has a name, Employee ID, and additional attributes (ex: reports to, department, location) |
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Pro tip: Turn static groups into smart groups by adding user attributes |
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Bulk delete any groups that are no longer relevant |
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Content Setup |
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Create custom content tags to organize your Library |
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Confirm Campaign details (i.e. check completion data, duration, triggers, etc.) |
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Confirm assignments, especially triggered assignments to groups, are going to the right people |
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Pro tip: Update lesson titles to clearly reflect content, otherwise, the file name will appear as the title |
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Select featured lessons to appear on the Learner Home |
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Re-Launch |
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Pro tip: Announce Grovo to learners with this helpful re-launch template and remind your team to bookmark their new Grovo URL! |
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Conduct internal platform training for all users (optional) |
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Build engagement by promoting your learning program with these customizable templates |
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After Re-Launching to Learners |
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Track and drive learner engagement with reports |
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Conduct learner feedback survey (optional) |
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Have questions about migrating? Submit a support ticket for further assistance.
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