Professional Documents
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Requirements Checklist
Use the table below to begin considering and rating the importance of different features and functionality your organization is looking for in a
Learning Management System (LMS). This template aims to be comprehensive, but is by no means all-inclusive. Add, delete or modify
requirements as necessary to meet your unique circumstances.
Functionality/Features
Notes/Description
Security Capabilities
Password and user IDs determine secure authentication
Set authentication rules based on hard life time, idle life time and Singlesign-on life time
Configurable security settings (password characteristics)
Automated system to help users who have forgotten passwords
Login encryption/validation
Ability to specify which fields are viewable, editable or required for each
level of the workflow
Ability to fitler approval requests for approvers to just see the requests
submitted within their same group
Ability to manage certification requests
Enterprise Human Resources Integration (EHRI) fields are automatically
displayed when EHRI module is turned on
Support for Certifying Official Approver for EHRI (federal government
requirement)
User Features
Ability to personalize and configure user interface and functionality (i.e.
modules on or off) per domain without vendor assistance
Allow users to pick their own theme
Ability for user to select a specific view for the calendar (day/week/year)
and modify time zone
Forgotten password/change password automated responses
Configurable amount of access to change profile information
Change user name
Access eHelp (search for topic/context sensitive)
Plug-in Installation Center (that may be required for certain courses)
Ability for a new learner to request an account
Ability for a new learner to create an account without approval
Ability to toggle between role types while remaining logged in
Ability to view and manage short-cuts
Ability to view dashboard data, regardless of role (Learner as well as
Administrator)
Ability for users to select specific language
Ability for user to select time zone
Request permission to waive a prerequisite
Filter views of learning plan (i.e. by training type)
User Management
Configurable permissions/roles - Create and manage new
roles/permissions
Create, change and view user information/profile
Copy an existing role
Ability to assign multiple roles to one user account
Create custom fields in user profiles without intervention from vendor
Configurable standard and custom user fields in user profile screens
Configurable standard user fields and custom user fields in and account
request forms
Advanced search includes custom user fields
Ability to create (or batch upload) new users
Web services API to allow user data to be imported real-time
E-Commerce Features
Integrated e-commerce capability for payment of courses (ILT, OLT,
webcast, etc.)
Buy courses via e-commerce
Built-in shopping cart
Create vouchers based on groups, number of uses, specific products or
open ended
Discount features (and can differ across domains)
Invoices automatically emailed to customers
Support for multiple price lists
Special pricing capability
Support for multiple currencies
Support for multiple languages
Can support credit card transactions without manual effort
Multiple merchant accounts (i.e. because you have multiple domains)
Payment reporting features
Catalog Features
Select general business rules for how users will access the catalog and
enroll in courses
Manage terms / time frames when courses are available in the catalog for
learner enrollment
Manage which user groups has access to areas of the catalog through
catalog access codes
Searchable course catalog
Course catalog can be filtered by ILT properties (location, instructor, etc.)
Add external courses to the main catalog
Catalog allows online resources to be selected by learners
Catalog has Featured Courses area
Catalog allows for learners to rate courses
Integrated search throughout the LMS tied catalog
Reporting Capabilities
Real-time reporting
Report can be run on demand through the LMS interface
Web-based reporting interface with results appearing in application
workspace
Report can be printed from application workspace without having to
export
Standard "out-of-the-box" reports
Option to use filters for reports instead of having to create a new report
Custom reporting capabilities
Can report on all learning objects, including on-the-job training
Wizard-driven report creation (for custom reports)
Ability to export report data
Report formats (browser view, .xls, .csv, .doc, .rtf, .pdf, etc.)
Report on domains seperately as individual business units or learning
audiences
Report is filterable by groups
Custom user fields are used in any report with user profile data
Sort a report by fields (i.e. alphabetically or chronological)
Pull reports for subordinates (but access is governed / flexible)
Ability to build a new report and share with other users
Report on learning plan progress across groups / globally
Student transcripts (viewable and printable)
Student certificates (e.g. for course or curriculum completion)
Review / print a transcript (student accessible)