System Admin Refresher Training – Kuali

Rebuild confidence. Restore momentum. Relearn your system.

When team members leave, they often take key system knowledge with them. Our System Admin Refresher Training is designed to help your institution recover lost traction, onboard new admins, and ensure your Kuali system is configured, integrated, and reporting effectively—so you can focus on your mission.

🎯 Who This Is For

This training is ideal if:

You’ve experienced staff turnover
You’ve inherited a system but aren’t sure how it was configured
You want to re-engage with your system and ensure it’s being used effectively
You rely on integrations or reporting that need better understanding or oversight
You’re preparing for growth, audits, or process changes

🧩 What’s Included (Per Module)

Each module refresher includes:

Configuration Review & Documentation
- Before the training begins, we’ll spend several hours reviewing your existing setup. We’ll prepare a System Configuration Summary that outlines your current structure, settings, integrations, and usage patterns. This document anchors the training and identifies potential quick wins or concerns.
Live Training Series (3–5 sessions)
- Each session is 90 minutes and delivered via Zoom. Sessions are spaced weekly or biweekly to support learning continuity. You’ll receive recordings for future reference.

📘 Training Session Agenda

Here’s a sample agenda that can be customized based on your module and needs:

Session 1: Configuration Overview & System Navigation

Walkthrough of the System Configuration Summary
Overview of user roles, permissions, and access management
Review of key settings and system structure
Discussion of what’s working well vs. pain points
Homework: Review permissions and complete a settings checklist

Session 2: Core Admin Workflows & Configuration Deep Dive

Managing common admin tasks
Editing templates, workflows, and approval paths
Understanding key dependencies in the system
Handling exceptions and change requests
Homework: Modify a workflow or form; review a use case

Session 3: Integrations 101

Overview of your configured integrations (SIS, SSO, financial systems, etc.)
How data flows into/out of your module
Identifying integration issues or stale configurations
Tips for monitoring or requesting integration changes
Homework: Map an integration flow; identify key contacts

Session 4: Reporting, Queries & Dashboards

Navigating reporting tools and built-in dashboards
Running and scheduling reports
Understanding filters, parameters, and exports
Tips for surfacing useful data for stakeholders
Homework: Run a report; create or update a saved view

Session 5: Wrap-Up, Advanced Topics, or Office Hours

Address remaining questions or edge cases
Review completed homework tasks
Optional: Introduction to lesser-used features
Discuss next steps (health check, optimization, etc.)

🧠 What You’ll Walk Away With

A clear understanding of how your system is configured today
Working knowledge of your integrations and reporting tools
Confidence in managing day-to-day admin tasks
Awareness of features you’re not currently using
A documented foundation for onboarding future staff

👥 Who Can Attend

Includes up to 3 participants per module
Designed for system admins, module owners, and functional leads
Additional attendees can be added for a small fee

📅 Scheduling

Sessions are 90 minutes each
Delivered weekly or biweekly to maintain learning momentum

💵 Pricing

Flat rate per module: $2,500
- (Includes configuration review, 3–5 sessions, and support materials)
If one individual manages multiple modules, reach out to your Customer Success Manager or contact us at support@kuali.co for help with more than one component of the same product.

📩 Ready to Get Started?

If someone new is managing your Kuali system—or if you just want to make sure you’re getting the most out of it—we’d love to help. Reach out to your Customer Success Manager or contact us at support@kuali.co to schedule your refresher.

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