The Learning Institute
Training Services Request

 
 

Passport System Administration (“Admin Toolkit”):

Role-Based Training for Legal Operations Resources

 

In-Person at Wolters Kluwer – Houston or Virtual Live Training

 

Course Objective
The Legal Ops Role has a wide range of responsibilities, especially during times of change. For Passport, these responsibilities result in making complex technical alterations to the system based on those organizational shifts. In addition, Legal Operations supports the business on a day-to-day basis. This course provides Legal Operations resources with an in-depth understanding of Passport’s Administrative toolkit.

 

Course Approach
This course is instructed in the context of two scenarios a Legal Operations department might be faced with, including a macro and micro level training and response:

  1. Macro: Legal Operations response to an acquisition of a new company and product line
  2. Micro: Legal Operations response to day-to-day queries and needs of the business

Course Scenario
Our company, Salvadorable Dollies, has acquired a new company with a complementary product line. Legal Operations has been tasked with updating the Passport solution with the required configuration changes resulting from this acquisition. This (macro response) project is in addition to their standard day-to-day support of the users and business needs, so they will need to watch their emails and respond to requests, monitor the system for potential billing and/or other issues, and more.


Location

  • In Person: Wolters Kluwer ELM Solutions, Houston, Texas
  • Virtual: Offered in Live Virtual Training Format using Training Webex Center
 

Course Details & Logistics

 

Prerequisites

This course is intended for those who are proficient in the Passport application. It assumes an understanding of how to navigate Passport, search and find information, create and manage matters, and an understanding of the invoice review functions. If you are new to Passport, please obtain Application training and knowledge transfer from your company or request access to a self-paced Passport Application training module and complete it prior to attending this training (email: [email protected]).

 

Fees

There is no fee for attending this open enrollment training course. It is for any Client whose system is already in Production. Clients may send up to two (2) people per calendar year to this course. Charges may apply for additional members to attend in the same calendar year.


Expenses

Clients are responsible for expenses incurred to attend this training if done so in-person. Please note that Wolters Kluwer reserves the right to cancel or reschedule training events at any time for any reason. Wolters Kluwer is not responsible for Client travel change fees under any circumstances. It is recommended that hotel and car reservations are booked as cancellable and/or refundable, and that flights are booked as refundable.


Duration

  • This course runs approximately 16 hours!
  • 2.0 full days if delivered in person in the Wolters Kluwer Houston Offices
  • Four, 4-hour sessions if attended in virtual format; over a 4-day period

Equipment & Logistics

  • For in-person training in our offices, Clients must bring their laptops. Wolters Kluwer will provide a second monitor, keyboard, mouse, and WIFI connection if attending in our offices.
  • Virtual training assumes Clients are using their work or home office equipment. We recommend having two (2) monitors to take this training.
  • Clients must be able to access Chrome.
  • For in-person training, Materials will be printed and provided.
  • For virtual training, materials will be shared ahead of training, providing plenty of time to download and print or display on your second monitor as the training progresses.
  • The maximum number of participants per event is 10. Registration is on a first-come, first-served basis based on the registration received date and time.

Alternatives to obtain training for this course

  • Clients requiring alternatives to the open enrollment standard (out-of-the-box) training offerings may inquire with their Account Manager for options, including the following:
    • Dedicated standard out-of-the-box training at the Client site or virtually
    • Dedicated custom training at Client site or virtually (against Client solution)
    • Access to self-paced, on-demand training
  • Note: Each of these alternative options may incur fees.
 

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