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Pre-migration Checklist

Use this checklist to ensure all platform settings, content, and configurations are properly set up before migration. Each item includes links to relevant documentation and direct links to the corresponding settings pages in your platform (when you provide your platform base URL).

How to Use This Checklist

  1. Enter Your Platform URL: At the top of the checklist, enter your platform's base URL (e.g., https://yourplatform.aomlms.com). This will enable direct links to all settings pages.

  2. Check Off Completed Items: As you complete each configuration task, check the box next to it. Your progress is automatically saved in your browser and will persist when you return to this page.

  3. Access Documentation: Click the "📖 Documentation" link next to any item to view detailed instructions.

  4. Open Settings Directly: When you've entered your platform URL, click "🔗 Open in Platform" to go directly to the relevant settings page.

  5. Track Progress: Monitor your completion progress using the progress bar at the top of the checklist.

Checklist

Enter your platform base URL to generate direct links to settings pages. This will be saved in your browser.

Progress0 / 40 (0%)

A) Settings

General

Email

B) Branding

Logo & Colors

Custom Styling

C) Users

All Staff

Custom User Fields

D) Courses

Certificates

All Courses

Learning Paths

E) eCommerce

Settings

Coupons

Sales Tax

Shipping

F) Portals

Settings

All Portals

G) Pages & Menus

Pages

Menus

H) Integrations

Integrations