Overview
Chapter 1
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Overview
Overview
Oracle Learning Management (OLM) supports all education models by providing a single
unified learning delivery system to the extended enterprise of employees, customers, and
partners.
Tightly integrated with the talent management functions within the Human Resources
application, OLM integrates with Oracle Financials and Order Management applications to
administer the financial and commercial aspects of your learning business.
This topic gives an overview of the wide range of functions that OLM offers, from catalog and
online class management to learner enrollments and learning paths.
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Catalog Management
Catalog Management
The catalog hierarchy consists of categories, which you use to organize courses into related
areas, and simplify your learners view of the course catalog.
Courses hold generic information about a course of learning, whereas offerings are specific
instances of a course that provide more detail about the delivery of the learning, as well as, in
the case of online courses, linking to the actual content.
A class is a specific occurrence of an offering, which learners enroll in and attend, or take
online. Sessions are subdivisions of classes, holding scheduling, location, and resource
information.
From the catalog, you can also create and maintain other objects that are not a part of the
nested hierarchy such as learning paths, learning certifications, forums, and chats.
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Content Administration
Content Administration
You create the content structure for online courses within the content hierarchy.
A folder serves as an organizing container based on a common factor, such as the subject
matter of the course, or the audience.
You then create learning objects, including tests, within the relevant folders, based on the
hierarchical structure that you have designed for a course of learning. Learning objects contain
metadata that describe the physical content stored on content servers.
Using the import and export utilities, you can transfer learning objects, content files, and tests
across applications, or from one learning management system to another.
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Resources
Resources
Resources are facilities, people, or equipment needed for training. You can do the following:
Set up resource types: OLM provides two resource types: trainer and venue. You can add
others.
Assign resources to a resource type: You can manually define generic resources, such as
projectors, books, and stationery, by creating new resource types.
Assign resources to an offering: You can specify the quantity, maximum usage, and the
status of resources that are required to run classes of a particular offering.
Book resources for a class or a session: You can allot resources to the entire class or to
specific sessions. When instructors are booked, they are no longer available to teach other
classes during the same period.
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Enrollments
Enrollments
OLM enables you to manage and track all enrollments in classes listed in the catalog. You can
enroll customers (external enrollments) or employees (internal enrollments).
Learners enroll in classes from Learner Self-Service. Administrators then track and adjust the
enrollments by filling waiting lists and notifying enrollees as needed.
You can control enrollment using learner access, which defines whether learners can self enroll
or whether they require approval.
Enrollment statuses such as Requested and Waitlisted are the heart of the OLM enrollment
engine, responding to and causing changes in class status as well as triggering notifications and
other processes. When a class is full, OLM can automatically create a waiting list from which
the system enrolls learners.
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Self-Service Interfaces
Self-Service Interfaces
The learner interface is a central location where learners find all their learning. Learners can
view their classes, learning paths, and learning certifications, track status of enrollments that
are pending approval, play their online courses, and communicate with instructors and other
learners using forums and chats.
The Manager interface is almost identical to the Learner interface. The only difference is that
the manager first selects the specific employee for which to view the learning. After selecting
an employee to view, managers use the learner interface pages to view and access their
employees learning.
The instructor interface enables instructors to manage their classes and bookings, view and
update learner enrollments, collaborate with learners online, and carry out other administrative
tasks.
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Internal Learning
Internal Learning
OLM enables you to cross-charge for learning, between internal organizations.
A price list is a catalog of courses and the prices at which they are available between certain
dates. You can set up price lists in any currency.
You manage the financial information in OLM using finance headers and lines.
A finance header holds generic financial information about the dealings that you have with a
particular customer or supplier.
Each individual transaction is a finance line.
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For-Profit Learning
For-Profit Learning
The Oracle Order Management integration enables independent training vendors to manage the
ordering and pricing of classes through a standard interface. After you have inventoried and
priced your classes, your customers can contact your organization call center and order a class
or enroll a learner, just as they would order a chair or a software package. Oracle Order
Management then generates invoices and bills the customers through its interface with Oracle
Accounts Receivable.
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Decisions
Chapter 2
Decisions
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Decisions
Decisions
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Overview
Overview
Before you set up OLM, you must plan the implementation, deciding which applications you
want to integrate, whether to offer online or offline courses (or both), where to store the online
course content, which enrollment procedures to use, and how to structure your resources.
Decisions
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Planning
Planning
You must plan before you start setting up the product, starting with what your organization
learning requirements are. What do you want to achieve by implementing the product? What
tasks must you perform to achieve your requirements? This level of planning is essential to
make correct decisions.
Decisions
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Decisions
Decisions
You can adopt a staged approach to set up the product, by focusing only on the essential areas
of the application. The essential areas depend on your learning requirements and can differ
from one organization to another. For example, you can begin by implementing class
scheduling and enrollment management. Later you can add resource management and
competency management to the basic implementation. In the third stage, you can integrate with
Oracle Order Management to handle your for-profit training.
Decisions
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Integration Decisions
Integration Decisions
Integrating OLM with Oracle HR enables you to maintain internal learners and trainers as
employees, and enables you to use the competency approach.
Do you plan to hold financial information about resource costs and enrollment charges in
OLM? Do you have to cross-charge other departments for internal courses? If yes, you must
decide on integrating OLM with your financial system. Integrating OLM with Oracle
Financials enables you to manage the financial information related to resources and
enrollments, manage cross-charging of internal courses, and so on.
If you run a for-profit training business, you should integrate with Oracle Order Management,
to handle inventory, pricing, and telesales.
Decisions
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Decisions
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Content Decisions
To run online courses, you must plan how to manage their course content. You can define a
content server in OLM. This enables you to transfer the content to the server through the OLM
interface, with no requirement for an FTP server, using the upload and import utilities.
However, this is not mandatory. OLM can play the content associated with any URL.
Decisions
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Enrollment Decisions
Enrollment Decisions
OLM provides five predefined enrollment statuses to track and control the progress of
enrollments. You can also create your own enrollment statuses from these predefined statuses
to better match the stages your business recognizes. You can also configure workflow
notifications to control the flow of information to learners and managers.
You must decide on integrating OLM with Oracle Order Management to enable telesales
where your customers can contact your organization call center and order a class or enroll a
student. Oracle Order Management then generates invoices and bills the customers through its
interface with Oracle Accounts Receivable.
Decisions
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Resource Decisions
Resource Decisions
The decisions you must make regarding resources include:
What information do you want to store for each resource type? You can define generic
resource types such as overhead projectors, networked PCs, and stationery.
What facilities and resources do your offerings require?
Do your resources come from internal sources or from an external supplier?
How do you want to organize your resource categories? OLM classifies resources into
consumable (non-unique) and nonconsumable (unique) resources. Consumable resources
such as manuals and stationery are nonreusable, and are not returned to stock after a class.
Nonconsumable resources, such instructors and venues, are reusable. You can also create
your own resource categories.
Decisions
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Decisions on Competencies
Decisions on Competencies
If you decide to implement competency management, you must decide what qualifications,
skills, and expertise your courses offer. Then, decide whether you want the application to
record these learner competencies automatically for each learner, after he or she has completed
a course. You can also add instructor competencies, enabling you to find instructors who, for
example, speak multiple languages or have expertise in a specific subject.
Decisions
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Security Decisions
Security Decisions
OLM uses Role-Based Access Control (RBAC), a core Oracle Applications methodology for
controlling administrator access to functions. If you plan to use RBAC for restricting access to
administrative functions, you must decide:
Who are the administrative users ?
What access do the administrative users require?
What roles must you assign to the users?
If you enable the HR security group model, you can attach security groups to responsibilities,
giving users of those responsibilities, access only to the people in those groups. If you plan to
implement security groups, you must decide:
Who are the administrative users?
Which group of people can the administrative users access?
What security groups must you create?
Decisions
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Implementation I:
Introduction and Flexfields
Chapter 3
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Overview
Overview
This lesson introduces the implementation process and explains key and descriptive flexfields,
which configure and extend Oracle applications, and how to set them up in OLM.
OLM provides one key flexfield, the Training Resources key flexfield, which is an essential
feature of the application.
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Flexfields
Flexfields
A flexfield is a specialized field made up of subfields or segments. Each flexfield appears as a
pop-up window that contains the different segments or subfields and enables you to define the
structure of unique identifiers in your enterprise. Oracle applications use two types of
flexfields:
Key: Use key flexfields to represent the unique structure of your business entities, like
resources such as classrooms and instructors.
Descriptive: Use descriptive flexfields to add your own fields to the standard window
categories, such as offerings, learning objects, and resources. In the Resources window, for
example, you can already enter basic details of resources such as name and type. However, you
may want to record additional details such as resource usage. Descriptive flexfields enable you
to enter such additional details.
The protected flexfields meet the specific legislative and reporting needs of your country.
Oracle HRMS includes two key protected flexfields and three descriptive protected flexfields.
You must not attempt to alter the definitions of these protected flexfields.
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Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the System Administrator
responsibility.
Task
Configuring the Training Resource Key Flexfield
Create the Computers resource type for Vision Corporation using the training key flexfield as
defined below:
1.
Define a structure named xxComputers to the training resource key flexfield, where xx
represents your unique identifier, for example your initials.
2.
3.
Define value sets to validate (restrict) the values that a user can enter for the above two
segments.
Value Set
Maximum Size
Validation Type
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4.
xxName
60
Independent
xxType
20
Independent
Values
Description
Desktop Computer
Desktop Computer
Laptop
Laptop
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Using your System Administrator responsibility, navigate to the Key Flexfield Segments
window:
2.
Query the Flexfield Title Training Resources by entering Training Resources in the
Flexfield Title field and Learning Management in the Application Field.
3.
4.
5.
6.
The Segments Summary window is displayed. Click the selector to enter the segment
details. The Segments window is displayed.
7.
8.
9.
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10. Click the Value Set button once you are on the Value Set field, to define the value set for
this segment. The Value Sets window is displayed.
11. Enter the Value Set Name as xxName.
12. Enter the Maximum Size as 60.
13. Select the Validation Type as Independent to allow the value set to have a valid list of
values.
14. Save your work and return to the Segments Summary window.
15. Repeat the steps numbered 6 to 13 to define the xxType segment and the xxType value
set for the Trainer key flexfield structure.
16. After creating the second segment return to the Key Flexfield Segments window.
17. Select the Freeze Flexfield Definition checkbox.
18. Select the Allow Dynamic Inserts checkbox to create new resource name combinations in
the Resources window.
19. Click the Compile button to compile and generate the flexfield.
20. Now you will add values to the xxType value set that you defined. Navigate to the
Segment Values window:
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Segment Reuse
Segment Reuse
You can, for example, include the Training Center segment in the structures for all resource
types so that you can report on all resources held at your training centers.
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Descriptive Flexfields
Descriptive Flexfields
The diagram shows the structure of the Class Details page, which displays class information. In
Professional User Interface windows, a descriptive flexfield appears in the window as a singlecharacter, unnamed field enclosed in brackets; in Oracle Applications Framework pages, a
descriptive flexfield looks just like any other field, as shown in the diagram.
In the example, Additional Class Information is a descriptive flexfield that has the segments
Audience, Objective, and Difficulty Level. You can create one descriptive structure for each
record and up to 30 segments in each structure.
Descriptive Flexfield Segments
You can define the following types of segments:
Global segments: Appear in all windows
Context-sensitive segments: Appear only when a defined context exists. You can prompt
the user to provide the context, or you can provide the context automatically from a
reference field in the same block.
See Descriptive Flexfields in the online help.
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Implementation II:
Administration and
Organizations
Chapter 4
Overview
Overview
This topic discusses how to create lookups and define users, business groups and organizations.
Lookups provide lists of valid values on certain fields throughout the application. You define
business groups and internal training organizations so that you can select these organizations
when you define courses and schedule classes. You can share your organization definitions
with other Oracle applications.
Setting Up Users
Setting Up Users
To enable access to any of the OLM pages or windows, a System Administrator must first
create a new application user, linking the user to a person defined in Oracle HR or to a
customer contact. The user must have access to the default responsibility (Oracle Learning
Management Administrator) supplied with the application.
You must also attach a role to the application user if the user requires to perform specific
administrative tasks. You can restrict administrator access to a subset of the application (such
as the catalog or resources) through OLMs implementation of Role-Based Access Control
(RBAC). The Implementation V: Security and Integrated Applications topic covers RBAC in
detail.
Lookups
Lookups
Lookups are common to all Oracle applications. Use lookups when you want to specify the
values that users can enter into a particular field. The list of values ensures that all users use the
same set of information, which makes it easy to inquire and report about the information.
Lookups also speed up data entry because you can enter just enough data to identify the value,
and the system completes the entry.
Each list of values, called a lookup type, consists of a code and a meaning. For example, the
YES_NO lookup type contains a code Y, meaning Yes, and a code N, meaning No. Users see
only the values, Yes and No, they do not see the codes. You can add new lookup values at any
time. You can set the Enable Flag for a value to No, so that it no longer appears in the list of
values, or you can use the Start and End Dates to control when a value appears in a list.
There are some predefined lookup types. You can define lookup values for the predefined
lookup types depending on the access level.
Lookups in OLM
Lookups in OLM
The slide shows a number of predefined lookup types. For a detailed description and the
lookup values for each of these lookups, navigate to the Lookups window available in the
Oracle Learning Management Administrator responsibility.
You can query for all lookups by entering Learning Management in the Application field.
Creating Locations
Creating Locations
You must create your enterprise business groups and organizations in the following order:
Create Locations
Create a Business Group
Create a Training Organization
In OLM, you can specify a location hierarchy during resource booking for offline classes. For
example, you select a Training Center (a general locale or organization, for example) and a
Location (perhaps a building or institution belonging to the training center) and then book a
Primary Venue (such as a classroom or meeting room).
See Setting up Locations in the online help.
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Overview
Overview
This lesson explains the setup of your catalog and content functions.
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Resources Setup
Resources Setup
Suppliers are the internal or external agencies who provide training classes or resources for
training (such as rooms and equipment). You must define supplier names before you can enter
resources in OLM.
Note: You must set up customers if you need to enroll learners from external organizations in
your classes.
To enable instructors to use the instructor interface, you must enter instructors as persons
before you can select them as resources and assign them the Instructor responsibility.
Alternatively, you can simply record that a certain supplier provides a certain number of
unnamed instructors. This alternate method does not enable instructors to use the OLM
Instructor interface.
Use the HR People window to enter your instructors.
You can enter specific instructors or other resources such as rooms and equipment using the
Resources page.
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SCORM Adapters
SCORM Adapters
The Oracle SCORM adapter enables SCORM-compliant content to communicate with the
application by using the SCORM JavaScript API. Learners cannot successfully play SCORMcompliant content in the OLM player until you have installed this adapter.
To set up a SCORM adapter, you install a number of adapter files on the same server as the
content, and register the location of the adapter in the OLM administration interface.
The setup page in the administration interface also provides options to help with diagnosis, if
you encounter any problems when launching SCORM-compliant content.
See Setting up a SCORM Adapter in the online help.
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Announcements
Announcements
Use the Setup page to create announcements. Learners can view the announcement from the
Announcements container on the learner home page.
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Chapter 6 - Page 1
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Overview
Overview
This topic explains pricing and financial setup options, and report creation in Oracle Learning
Management (OLM).
Chapter 6 - Page 3
Financial Setup
Financial Setup
If you do not run Oracle Financials, you must undertake the following implementation steps. If
you already run Oracle Financials, the data that you require is already set up for you. Setting up
the following options activates your Suppliers and Customers windows and assists you in
transferring costs between OLM and your accounting system:
Accounting Flexfield: You must define an accounting flexfield and define a structure for
your accounting flexfield that contains the segments you want to use.
Calendar: You specify a period by specifying details such as the period type (for example,
year), period start and end dates, quarters within the period, and so on.
Set of Books: You specify the name, currency, accounting calendar, and other options.
Financial Options: Some examples include setting the desired numeric format for the
amount fields, and selecting the payment method for supplier payables.
System Options: You can set the maximum memory size for customer transactions,
default tax cache size, rounding off rules for tax amounts, and so on.
For detailed information about how to set up the options above, see Alternate Financial
Implementation Steps in the online help.
Copyright Oracle, 2007. All rights reserved.
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Cross-Charging
Cross-Charging
OLM can charge a learners cost center when the learner enrolls in a class using Learner SelfService. The features include a window for setting up cross-charge accounting, which you must
use to set up links between OLM and Oracle General Ledger. Several system profiles control
automatic cross-charging.
The Cross-Charge Accounting window maps all defined segments in Oracle General Ledger to
a particular table in Oracle Human Resources or to an HR Costing Segment, or you can even
specify a constant value. For each segment in Oracle General Ledger, you must specify at least
one value.
If you do not use Oracle GL, you can still set up a flexible Chart of Accounts and enter your
transactions against it using the Finance Headers window.
See Cross-Charging in the online help.
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Reports
Reports
OLM provides the following options to create and use reports:
Use Standard Reports: OLM includes several standard reports, written using Oracle
Reports and registered as concurrent programs with the Standard Requests Submission
(SRS) feature of Oracle Applications.
Write New Reports: You can augment standard reports by creating your own reports. If
you run Oracle Discoverer, you can choose from a number of ready-to-use reports.
Register Reports as Concurrent Programs: After you have written new reports, you must
register the report as a concurrent program by using the Concurrent Programs window.
Define Report Sets: You define report sets and link to a responsibility enabling you to
restrict user access to reports.
If you also have Oracle HRMS installed, Workforce Intelligence includes Reports, Discoverer
Workbooks, and Performance Measures designed to help you investigate the competencies,
proficiencies, and training within your enterprise.
Note: Seventeen Discoverer reports are available with OLM license; you do not require a
separate Discoverer license unless you need to modify the reports.
Copyright Oracle, 2007. All rights reserved.
Chapter 6 - Page 8
Implementation V: Security
and Integrated Applications
Chapter 7
Overview
Overview
Financial security can prevent users with specific responsibilities from changing or deleting
monetary or unitary amounts. Enrollment status security can prevent users with specific
responsibilities from entering or modifying enrollments.
Function and security options can restrict user access to records, windows, and functions. RoleBased Access Control enables you to provide administrative access to a subset of the
application. Setting these options can secure your data and grant users access appropriate to
their needs. Organization security can prevent users outside your HR organization from
entering or modifying events, enrollments, or programs.
Financial Security
Financial Security
You can prevent users of a certain responsibility from being able to update and delete the
following amounts:
Monetary
Unitary (invoice)
Standard
Use the Menus window to set up financial security. You can query a menu and enter functions
that restrict access to financial information to users of a particular responsibility. For example,
to prevent users from updating and deleting monetary and unitary (invoice) amounts, enter the
OTA_FIN_ST_MONEY_NO_UPDATE function on the menu for that responsibility.
After financial security has been set up (depending upon whether you are preventing users
from updating monetary, unitary, or standard amounts), it affects the following windows:
Enrollment Details
Customers for Restricted Class
Finance Lines
RBAC
Security Groups
Security Groups
Administrators can enter data for all people in their own organization (typically their business
group). To control administrators ability to view and select learners outside of specified
organizations, you can implement the HRMS Security Groups Enabled security model.
If you (or your HR implementation) choose not to enable security groups, each administrator
can view and select only learners from within their top-level organization, usually their
business group.
See Security Models, Oracle HRMS Configuring, Reporting, and System Administration
Guide.
Organization Security
Organization Security
If an administrator who belongs to the organization sponsoring (administering) a class selects
the Secure box on the Create Class page, only users who belong to the same organization can
update and delete classes (including customer-based classes), or enroll and maintain learners in
those classes.
If you do not set up organization security, all users can update and delete classes and programs
and enter, delete, and update enrollments.
See Organization Security in the online help.
Menu Security
Menu Security
In most Oracle applications, you can open multiple windows from the Navigator window
without closing the window that you have already opened. However, Oracle HRMS, including
OLM, does not support multiform functionality. You must disable this feature on menu
structures that access the Oracle HRMS windows.
You can define menu functions to control access to available windows. You can also create
your own menus to rearrange the default menu and add submenus for the new functions that
you have defined.
As discussed earlier, RBAC enables you to restrict access to a subset of the application. You
can configure RBAC to define view and edit access to menus according to a range of roles.
Profile Options
Profile Options
Use the System Profile Values window, accessible from the System Administrator
responsibility, to set profile options at each level as follows:
Site: These settings apply to all users at an installation site.
Application: These settings apply to all users of the application.
Responsibility: These settings apply to all users currently signed on under the
responsibility.
User: These settings apply to individual users, identified by their application usernames.
The OLM profile options are grouped into: General, Waitlisting, Order Management
Integration, and Self-Service. Profiles set in one category are not applicable to the others. For
example, the profiles in the Order Management category apply only to classes and enrollments
originating in Order Management. So, setting a value for the profile option OTA:OM
Default Class Owner does not set the default owner for classes originating directly in
OLM.
See Profile Options in the online help.
Catalog
Chapter 8
Catalog
Chapter 8 - Page 1
Catalog
Catalog
Chapter 8 - Page 2
Overview
Overview
The core of OLM is the catalog, a hierarchy of catalog object types: categories, courses,
offerings, classes, sessions, learning paths, learning certifications, forums, and chats. Learner
access is a term in OLM for determining who can view and enroll in any given class.
Catalog
Chapter 8 - Page 3
Catalog Hierarchy
Catalog Hierarchy
The catalog provides learning administrators with a nested hierarchy comprising the catalog
objects that hold all the learning information. You can browse all the available learning, or drill
down for detailed descriptions of each of the catalog objects. From here, you create and
maintain all your catalog objects: categories, courses, offerings, classes, sessions, learning
paths, learning certifications, forums, and chats. The following slides discusses the catalog
objects in detail.
Catalog
Chapter 8 - Page 4
Categories
Categories
Categories serve as the parent objects for all other catalog objects. They themselves do not
hold any information, but are containers for other catalog items, typically courses. You can use
categories to group courses targeting a particular organization or a group of learners. A
category can also hold other categories enabling you to create a nested structure. You can
define learner access for a category. Learner access is covered in more detail later in this topic.
Catalog
Chapter 8 - Page 5
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Note: The US Learning Management Administrator responsibility is applicable to users
in all locations except France. France users must use their localized (country-specific)
responsibility.
The dates used in the practices are based on the date of creation of the practice. Change
the year in the date if not applicable. For example, this practice mentions the category
start date as 20-Jan-2005. If this date is in the past, use 20-Jan-2006 or 20-Jan-2007 as
applicable.
Task
Creating a Category
The training department in Vision Corporation is launching the Customer Relations Management
(CRM) courses for customer service employees in Australia. To categorize the CRM courses,
create a category named xxCRM, where xx represents your unique identifier.
1.
Create a category:
Catalog
Chapter 8 - Page 6
Add all employees having job as Customer Service and Business Group as
Vision Australia.
Catalog
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2.
Select the Vision Corporation category within which you want to create your category.
3.
Select Category from the Create list and click Go. The Create Category page is displayed.
4.
5.
Enter the start date as 20-Jan-2005. You must enter the start date, but the end date is
optional. Note that you cannot have courses for this category earlier than the category start
date or later than the category end date.
6.
Catalog
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Click Details for the xxCRM category that you just created.
8.
Select the Learner Access link on the left frame. The Learner Access page is displayed.
9.
Select Assignment in the Add Access By list. In the Job field, search and select
Customer Service job in the business group Vision Australia. This
automatically adds all customer service employees in Australia to the category, providing
the employees access to the xxCRM category.
10. Check Self Enrollment to enable selected learners to bypass the approvals process
when enrolling in classes governed by these access rules.
You can now create courses, offerings, classes and learning paths pertaining to CRM within this
category. All customer service employees in Vision Australia can access the category and view
its contents.
Catalog
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Courses
Courses
A course typically defines what a class teaches a learner. It holds the following information:
Topics and description
Objectives
Competencies delivered
Professional credits delivered
Administrative details
If you are using Oracle Order Management to manage external classes, you can associate your
inventory organization with a course.
Catalog Prerequisites
You can specify courses and competencies a learner must or should complete before enrolling
in a given class. Mandatory prerequisites prevent learners from enrolling in the class, while
advisory prerequisites merely inform the learner of courses they should take or competencies
they should acquire prior to enrollment.
Catalog
Chapter 8 - Page 10
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Tasks
Creating a Course
The training department has launched Cultural Awareness as one of the courses in the CRM
category. Create the Cultural Awareness course within the xxCRM category that you created in
the last practice.
1.
Create a course:
The sponsor organization is Vision Corporation and the course administrator is Ms.
Rachel Abbott.
Add the Customer Orientation learner competency to the course at level 3. Level 3
indicates that the employee consistently meets customer expectations.
Catalog
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2.
Select the xxCRM category within which you want to create the course.
3.
Select Course in the Create list and click Go. The Create Course page is displayed.
4.
5.
6.
7.
Enter the start date as 20-Jan-2005. The end date is optional. You cannot run classes for
the course earlier than the course start date or later than the course end date. Therefore,
make sure to set the course start date to a date prior to any classes that you plan to create.
8.
Scroll down to view the other sections in the Create Course page.
Catalog
Chapter 8 - Page 12
9.
14. Search and select Customer Orientation as the competency and select 3 as the level
of expertise.
15. Click Apply to save your changes.
Catalog
Chapter 8 - Page 13
Offerings
Offerings
Offerings typically determine how a course is delivered: synchronous or asynchronous, online
or offline. You schedule synchronous offerings for a specific time; whereas learners can take
asynchronous offerings at any time. Learners launch online offerings in the OLM online
player; whereas offline offerings are not launched within the application. These combinations
provide four distinct delivery modes in OLM:
Online synchronous (live web conferences)
Online asynchronous (online self-study or recorded web conferences)
Offline synchronous (traditional instructor-led class)
Offline asynchronous (reading a book)
In the case of online offerings, the offering identifies the starting learning object of the online
content that the learner will launch in the player. You can also set player preferences, to enable
or disable options displayed on the player toolbar when the learner plays an online offering.
You can define cost and pricing information at the offering level, which default for any classes
based on the offering. You can also specify instructor competencies for an offering.
Catalog
Chapter 8 - Page 14
Catalog
Chapter 8 - Page 15
You can break a class down into shorter sessions, specifying the location, resources and start
and end times of each session.
Catalog
Chapter 8 - Page 16
Competencies
Competencies
Learners gain competencies at specific proficiency levels through classes your enterprise (or an
outside supplier) provides. You can specify learner competencies at the course level.
You can require the instructor of each course to exhibit competencies at specified proficiency
levels. Instructor Competencies help you specify the competencies required of an instructor of
an offering and of the classes based upon it.
You can update a learners personal competency profile after they have successfully gained a
competency. If you have Competency Automation enabled, you can update competencies
automatically, depending on the default workflow rule chosen. To enable automatic
competency update, you must set one of the following options against the specific course or
offering:
Notification, Automatic Update after Approval
Notification, Automatic Update without Approval
No Notification, No Auto Update
Notification, Manual Update
See Competency Automation in the online help.
Copyright Oracle, 2007. All rights reserved.
Catalog
Chapter 8 - Page 17
Web Conferences
Web Conferences
A Web conference facilitates delivery of online synchronous classes. OLM integrates with
Oracle Collaboration Suite Web Conferencing (OWC) to deliver online classes over the Web.
You must set up a conference server that integrates your application with the OWC server.
Live Web Conference
You can create a Web conference for an online synchronous class after you have set up a
conference server in the application. OWC uses the conference information entered in OLM to
create the web conference on the OWC server.
Recorded Web Conference
You can also host online asynchronous classes as Web conferences. OWC enables you to
record a Web conference on the OWC server while playing the conference. To deliver an
online asynchronous class as a recorded web conference, you associate the class with the
learning object that has the recorded Web conference information specified. Learning Objects
are covered in detail in the Content Assembly topic.
Catalog
Chapter 8 - Page 18
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Task
In the previous practice session, you created the Cultural Awareness course. To offer this course
as an online synchronous class that an instructor can deliver live to learners over the web, you
must create a web conference offering, a class for the offering, and a web conference for the
class.
Creating an Offering
1.
The offering name is xxCultural Awareness Online Offering, where xx represents your
unique identifier.
Creating a Class
2.
The class name is xxCultural Awareness Online Class, where xx represents your unique
identifier.
Catalog
Chapter 8 - Page 19
Catalog
Chapter 8 - Page 20
2.
Select the xxCultural Awareness course for which you want to create an offering.
3.
Select Offering from the Create list and click Go. The Delivery Mode page is displayed.
4.
Select the Web Conference Training delivery mode, which signifies that the
offering is online synchronous.
5.
Catalog
Chapter 8 - Page 21
6.
7.
8.
Creating a Class
9.
Catalog
Chapter 8 - Page 22
17. Enter xxCultural Awareness Web Conference in the Web Conference Name
field.
18. Specify the host username as douglas.william@oracle.com
19. The start date is the class start date by default. Enter the start time as 17:00
20. Enter the end date as 23-Jan-2005 and the end time as 17:00.
21. Click Apply to save.
The Cultural Awareness online class is now available for delivery by an instructor to
learners over the web.
Catalog
Chapter 8 - Page 23
Catalog
Chapter 8 - Page 24
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Task
Creating Forums and Chats
In the previous practice session, you created the CRM category and the Cultural Awareness
online class. Create a category forum within the CRM category to enable learners to post topics
on CRM for discussion. Create a class chat for the Cultural Awareness online class to enable the
instructor and the learners enrolled in the class to chat online.
Creating a Category Forum
1.
The category forum name is xxCRM Forum, where xx represents your unique identifier.
Only those learners who have access to the xxCRM category must have access to the
forum.
The chat name is xxCultural Awareness Class Chat, where xx represents your unique
identifier.
Catalog
Chapter 8 - Page 25
Enable learners to access the chat beyond the class end date.
Catalog
Chapter 8 - Page 26
2.
Select the xxCRM category within which you want to create the category forum.
3.
Select Category Forum from the Create list and click Go. The Create Category Forum page
is displayed.
4.
5.
Enter the forum start date as 20-Jan-2005. You must enter the start date, but the end date
is optional. If you do not enter the end date, the forum is available until the category end
date.
6.
Check Render HTML to enable learners to enter HTML text in the forum messages.
7.
Check Restricted.Only those learners who have access to the xxCRM category can
subscribe to the xxCRM Forum.To further restrict access to the forum, you can define
learner access conditions for the category forum.
8.
9.
To book a moderator for the category forum, select the Resource Bookings link on the left
frame.
Copyright Oracle, 2007. All rights reserved.
Catalog
Chapter 8 - Page 27
18. Enter xxCRM Class Chat in the Name field and provide a description.
19. Specify the start date as 20-Jan-2005 and the start time as 9:00.
20. Click Apply to save.
You have successfully created the chat for Cultural Awareness Online Class. This chat is
available to the learners enrolled in the class and the instructor of the class.
Catalog
Chapter 8 - Page 28
Learner Access
Learner Access
Learner access can be of two types. You can define learner access on all catalog objects by
assignment or learner: this is local access. To add by assignment, you can specify any
combination of organization, job, and position - for example, to grant access to all members of
an organization, or to all senior programmers in the business group. Adding access by learner,
grants access to selected individuals.
Lower level catalog objects (for example, courses) inherit learner access from higher levels
(for example, categories) and cannot override the access defined for the parent objects.
Therefore, if you want most learners to view and enroll in all classes under a category, then
define learner access at the category level. However, if different sets of learners require access
to different courses under the category, then define learner access at the course, offering, or
class levels, and not at the category level.
The self-enrollment option enables the selected learners to bypass the approval process when
enrolling in classes governed by these access rules.
Catalog
Chapter 8 - Page 29
Chapter 9 - Page 1
Chapter 9 - Page 2
Overview
Overview
Learning paths and learning certifications enable users to group courses to meet larger learning
objectives.
Chapter 9 - Page 3
Learning Paths
Learning Paths
A learning path is a sequence of courses grouped together and tracked as a whole. It sets a
learning objective for learners. To meet the objective of the learning, a learner focuses on
completing the courses in the suggested sequence.
For example, a learner must have knowledge of Oracle, Java, and JDeveloper to become an
Oracle Java Developer. You can create a learning path and add the three courses to it; a learner
aspiring to become an Oracle Java Developer can subscribe to the learning path and take the
courses.
As with other catalog objects, you can establish learner access conditions for a learning path.
You can also define learner competencies for learning paths. These competencies are in
addition to the competencies that already exist at the individual course level.
Learners and managers can also create learning paths through the self- service interfaces.
These learning paths usually serve individual needs, and do not appear in the catalog.
Appraisers and managers can also create learning paths from Talent Management.
Chapter 9 - Page 4
Chapter 9 - Page 5
Chapter 9 - Page 6
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Task
Creating a Learning Path
To improve customer relations, the customer contact staff must undergo the CRM training
consisting of two courses, your xxCultural Awarness course and a course already created for
you. To grant the employees easy access to the courses in the training program, create a learning
path.
1.
The learning path name is xxCRM Learning Path, where xx represents your unique
identifier.
Create a section named xxCRM Learning Path Section and add the following courses to
it:
xxCultural Awareness
Chapter 9 - Page 7
2.
Select the xxCRM category within which you want to create the learning path.
3.
Select Learning Path from the Create list box and click Go. The Learning Path page is
displayed.
4.
5.
6.
7.
8.
9.
Chapter 9 - Page 8
17. Search and select the xxCultural Awareness and Customer Service: The
Service Advantage courses.
18. Click Add to Section.
19. Enter the completion target (in days) as 2 for the xxCultural Awareness course and 2 for the
Customer Service: The Service Advantage course.
20. Click Apply.
21. Optionally, you can add competencies to a learning path by using the Learner Competencies
link. These competencies are in addition to the competencies that already exist at the
individual course level.
The learning path is ready. To make it available to learners, you can either add subscriptions
or specify learner access conditions.
Chapter 9 - Page 9
Learning Certifications
Learning Certifications
Like a learning path, a learning certification is a catalog object that contains one or more
components (courses), helping learners achieve learning goals that a single course cannot
address. Unlike learning paths, certifications can include renewals and enforced due dates.
Learners must complete classes for all components to achieve certification.
For example, Java Developers must take the Java Certification every two years to update their
knowledge and renew their certification. As illustrated in the slide, you can create a learning
certification, add the Java courses and define renewal and completion deadlines
As with other catalog objects, you can establish learner access conditions for a learning
certification. You can also define learner competencies for learning certifications. These
competencies are in addition to the competencies that already exist at the individual course
level.
Chapter 9 - Page 10
Chapter 9 - Page 11
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Task
Creating a Learning Certification
The sales, reservations, and the acceptance staff at Vision Corporation must take the Hazardous
Material Handling course regularly to update their knowledge of dangerous goods regulations
and procedures.
1.
Only learners with access to the parent category must have access to the certification.
Learners must renew their certification 25 days before the certification expires.
Chapter 9 - Page 12
2.
Select the Vision Corporation category within which you want to create the learning
certification.
3.
Select Learning Certification from the Create list and click Go. The Create Learning
Certification page is displayed.
4.
5.
Check Restricted to enable only restricted learners to access the learning certification.
6.
In the Learner Certification, Completion, and Renewal section, select Based on number of
days.
7.
Chapter 9 - Page 13
8.
9.
13. Search and select the Hazardous Material Handling course and click Continue.
14. Click Finish to complete.
The Dangerous Goods Regulations learning certification is created. To make it available to
employees, you must define learner access conditions for the certification or subscribe
learners to the certification.
Chapter 9 - Page 14
Chapter 9 - Page 15
Content Assembly
Chapter 10
Content Assembly
Chapter 10 - Page 1
Content Assembly
Content Assembly
Chapter 10 - Page 2
Overview
Content Assembly
Chapter 10 - Page 3
Content Assembly
Chapter 10 - Page 4
Content Assembly
Chapter 10 - Page 5
Content Assembly
Chapter 10 - Page 6
Content Assembly
Chapter 10 - Page 7
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Tasks
Creating a Content Structure
In the earlier practice session, you created the Cultural Awareness online course within the
catalog hierarchy. You will now create the content structure for the Cultural Awareness course
within the Vision Corporation Online Content folder in the content hierarchy.
1.
Starting URL
xxRegional Culture
Focus
http://content1.skillsoft.com/3rdparty/Content/CUST0105A1.htm
Content Assembly
Chapter 10 - Page 8
xxCulture Differences
http://content1.skillsoft.com/3rdparty/Content/CUST0103A1.htm
xxConflict Management
http://content1.skillsoft.com/3rdparty/Content/CUST0131A1.htm
Note: xxCultural Awareness Learning Object does not have a URL defined since it is a
parent learning object. A parent learning object is usually a container that holds the child
learning objects and does not itself associate with any content, for example, it could be a
module comprising topics.
3.
Content Assembly
Chapter 10 - Page 9
2.
Select the Vision Content folder within which you want to create the folder.
3.
4.
Enter the folder name as xxCRM Course Content, and click Apply.
5.
To create the learning objects, select the xxCRM Course Content folder that you created.
6.
Select Learning Object from the Create list box, and click Go.
Content Assembly
Chapter 10 - Page 10
7.
8.
Select Published in the Published Status list to make the learning object available for use
in courses.
9.
Select the Automatic tracking type. This ensures that the application tracks the learning
object using the Auto tracking mechanism, for example the completion status, time spent on
the learning object, and the last accessed status.
10. In the Content section, you associate the learning object with physical content.
xxCultural Awareness Learning Object does not have content associated. For
the child learning objects, select URL Access in the Type list and specify the starting
URL. For example, specify the starting URL as
http://content1.skillsoft.com/3rdparty/Content/CUST0105A1.htm
for the xxRegional Culture Focus learning object.
11. Click Apply to save changes.
12. Select xxCultural Awareness Learning Object and create three learning objects
xxRegional Culture Focus, xxCulture Differences, and xxConflict
Management within it. Repeat steps 6 to 11 to create each learning object.
13. To make the xxCultural Awareness Learning Object available for use, you must publish the
learning object. This automatically publishes all learning objects within it. In the content
hierarchy, select xxCultural Awareness Learning Object and click Publish.
You can now associate xxCultural Awareness Learning Object with the xxCultural Awareness
Online Offering that you created in the earlier practice session.
Copyright Oracle, 2007. All rights reserved.
Content Assembly
Chapter 10 - Page 11
Quick Offerings
Quick Offerings
The Create Offerings button on the learning object properties page:
Creates an offering for the learning object and prompts you to either create a new course
for the offering or select an existing course.
Automatically creates a class for online asynchronous offerings. The class has restricted
learner access by default.
A good practice is to create the basic offering, course, and class using the above method. You
can then add properties, define learner access, book resources, and perform other functions by
accessing the objects from the catalog.
Content Assembly
Chapter 10 - Page 12
Player Prerequisites
Player Prerequisites
To ensure that learners have sufficient knowledge about the subject before they attempt a more
advanced course, you can add player prerequisites to the advanced course.
A player prerequisite is a learning object that the learner must complete before beginning or
continuing a sequence of learning, and is either a separate course or an earlier topic in the same
course. For example, after learners enroll in the course, if you want to ensure they play the
topics in a specific sequence, then you specify the previous topic as a player prerequisite for
the next topic.
Note: Catalog prerequisites prevent enrollment, player prerequisites do not. You define catalog
prerequisites for courses and player prerequisites for learning objects.
Content Assembly
Chapter 10 - Page 13
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Tasks
Adding a Player Prerequisite
In the previous practice session, you created the content structure for the Cultural Awareness
online course. Learners must complete the Culture Differences topic in the course before
advancing to the Conflict Management topic. Add a player prerequisite to ensure the learners
cannot play xxConflict Management until they complete the xxCulture Differences learning
object.
1.
Content Assembly
Chapter 10 - Page 14
2.
In the content hierarchy, click Details for the xxConflict Management learning object.
3.
4.
Click Add.
5.
6.
Content Assembly
Chapter 10 - Page 15
Test Building
Chapter 11
Test Building
Chapter 11 - Page 1
Test Building
Test Building
Chapter 11 - Page 2
Overview
Overview
You can measure a learners performance, knowledge, and skills online by using tests. OLM
provides a test builder to create tests as part of the content hierarchy. The test model describes
the relationship of tests to other objects in the content structure. Question banks are a collection
of questions and responses. Tests can comprise multiple sections, each of which holds a related
set of questions. Statistics are available to analyze learner performance for a given test or
question.
Test Building
Chapter 11 - Page 3
Test Model
Test Model
Learners launch tests in the online player.
An online content structure created under a folder can include one or more tests. You can
include a test as one topic in a course content structure to evaluate a learners understanding of
the subject. Alternatively, a test can be a complete offering by itself. Tests comprise questions
that already exist in one or more question banks. You create question banks at folder level; for
example, you can place related questions in the same folder that contains the course content
structure. However, the question bank remains separate from the test itself, so that you can
reuse the same questions in more than one test.
Test Building
Chapter 11 - Page 4
Test Building
Chapter 11 - Page 5
Test Structure
Test Structure
Each test has one or more sections. A section is a logical division within a test that can contain
related questions, and that has its own set of properties to enable you to format each section
differently. You create a test by drawing questions from one or more question banks. The
properties of an individual question include the question text, one or more response options,
optional feedback, and so on. Feedback enables you to convey to a learner why an option is
correct or incorrect.
Test Building
Chapter 11 - Page 6
Question Banks
Question Banks
If the test is contained within a learning object hierarchy, you can identify the folder that
contains the content structure and create a question bank for that folder. If the test is a separate
offering by itself, then you can create the question bank on any folder. You can create one or
more separate folders specifically to hold the question banks.
Removing Questions
You can delete questions from a question bank if they are no longer required. However, you
cannot delete a question that appeared in a test because it affects existing performance records
if some questions no longer exist. Instead, you can disable access to a question by entering an
end date for it.
Test Building
Chapter 11 - Page 7
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Task
Creating a Question Bank
Employees taking the online CRM courses are required to take various tests during and at the
end of the course. All questions relating to the CRM courses must be available in a single
question bank. The tests must display questions from this question bank.
1.
2.
The name is xxCRM Question Bank, where xx represents your unique identifier.
Create the question bank within the xxCRM Course Content folder.
Question Text
Points
Response Options
True or False
True
2005
Multiple
Choice(Single
Correct
Response)
Ronelle Ingram
(correct)
Ronald Ingram
Test Building
Chapter 11 - Page 8
Reynold Ingram
Ronelle Imgram
3.
After you add all questions to the question bank, publish the question bank to make the
questions available for use in tests.
Test Building
Chapter 11 - Page 9
2.
In the content hierarchy, click Details for the xxCRM Course Content folder.
3.
4.
Click the Create Question Bank button. The Create Question Bank page is displayed.
5.
Enter xxCRM Question Bank in the Question Bank Name field. Provide a description
for the question bank.
6.
7.
Click Apply to save the changes. The Question Banks page is displayed.
8.
Click the Manage Questions icon, and then click Create Question to add a new question.
9.
Test Building
Chapter 11 - Page 10
Test Building
Chapter 11 - Page 11
Test Building
Chapter 11 - Page 12
Test Building
Chapter 11 - Page 13
Creating Tests
Creating Tests
When you create or edit a test manually in the content structure, you can add multiple sections.
For each section, you can select questions from a different question bank. After you create the
test, preview the test in the test builder before making it available to learners. This ensures that
the test displays questions and responses as intended, identifies the correct response and
provides appropriate feedback. This is particularly useful if you are using HTML code in your
tests, and want to ensure there are no errors in the display.
For tests that are to be separate offerings, the final step is to create the catalog course and
offering, so that learners can launch the test directly in the player.
Test Building
Chapter 11 - Page 14
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Task
Creating a Test
In the previous practice session, you created xxCRM Question Bank. To assess the employees
who will be taking the online CRM courses, create a test by assembling questions from xxCRM
Question Bank.
1.
Create a test:
Create two sections Cultural Awareness and Customer Service in the test. Add relevant
questions from the question bank to each section.
Test Building
Chapter 11 - Page 15
2.
3.
Select Test from the Create list and click Go. The Create Test page appears.
4.
Enter the name of the test as xxCRM Test. Click Apply to create the test.
Note: The next practice covers how to set the test properties.
5.
Select the test, and click the Test Sections link on the left frame to create sections for the
test.
6.
Click Create Test Section. The Create Test Section page appears.
Test Building
Chapter 11 - Page 16
7.
8.
Select the Question Order as Random. Enter a description for the section.
9.
You can enter a generalized correct and incorrect response for all the questions in the
section. If these values are also specified at the question level, the question specific
responses will be displayed and not the responses specified for the section.
10. Click Apply to save the changes. The Test Sections page is displayed.
11. Click the Manage Questions link to add questions to the section.
12. Click Add Questions.
13. Search and select xxCRM Question Bank in the Question Bank field.
14. Select the question Cultural differences affect customer
relationships. You can also select other questions to include in the section.
15. Click Apply to save the changes.
16. Repeat steps 5 to 15 to create the Customer Service section.
Test Building
Chapter 11 - Page 17
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Task
Modifying the Test Properties
1.
Set the following properties for xxCRM Test that you created in the previous practice.
Set the mastery score at 60. Learners must secure 60 percent (since the test is percentage
scored) or above to pass the test.
Place the feedback for the test at the end of the test.
Test Building
Chapter 11 - Page 18
2.
3.
In the resulting page, click Update. The Update Test page appears.
4.
In the General section, scroll down to the Language field and select American English
from the Language list.
5.
6.
7.
8.
Test Building
Chapter 11 - Page 19
9.
In the Resume section, select the Is Resumable check box to make the test resumable.
10. Enter instructions to resume the test in the Resume Instructions field.
11. Select Show Answer in Feedback to display the correct answer in the feedback.
12. Select End of Test from the Feedback Type list.
13. In the Attempts section, enter 1 in the Maximum Number of Attempts field.
14. Enter 60 in the Time Allowed in Minutes field in the Duration section.
15. Select Enabled in the Time Remaining Alert list to alert the learner before the end of the
time.
16. Enter 10 in the Time Remaining Period in Minutes.
17. Click Apply to save the changes.
Copyright Oracle, 2007. All rights reserved.
Test Building
Chapter 11 - Page 20
Test Building
Chapter 11 - Page 21
Test Building
Chapter 11 - Page 22
Chapter 12 - Page 1
Chapter 12 - Page 2
Overview
Overview
OLM has powerful features that enable learners to import and export learning objects and tests
that comply with supported specifications. A common use of the import and export utilities is
to load online content supplied by vendors, such as NetG and SkillSoft, and to transfer content
to or from other learning management systems. The Upload utility enables you to transfer
content files from a local machine or content server to an OLM content server.
Chapter 12 - Page 3
Chapter 12 - Page 4
Chapter 12 - Page 5
Chapter 12 - Page 6
Chapter 12 - Page 7
Tracking Types
Tracking Types
The tracking type determines the nature of performance tracking for a learning object. During
learning object import, the default tracking type is set based on the import specification chosen.
The tracking types are:
Auto: This is the default value for the SCORM specification. It is not valid for IMS QTI
or AICC specifications. OLM tracks learner performance and progress at the learning
object level, and ignores any communication function calls contained within the content
file.
CMI: Select this option when your content contains CMI function calls. This tracking
type ensures communication occurs between OLM and the specific function calls in your
content. The CMI type is not valid for the AICC specification.
HACP: This is the default value for the AICC specification. The system communicates
through the HACP protocol. This type is not valid for other specifications.
Note: A good practice is to create a learning object with the required tacking type and import
the learning objects within it. This ensures that all learning objects inherit the tracking type of
the parent learning object.
Chapter 12 - Page 8
Import Location
Import Location
To specify the location of the content files that are associated with the imported learning
objects, select one of the following options:
Retain Path: Select this option if no change is required in the location of the learning
objects.
Define Path: Select this option to specify a starting URL that will be prefixed to all
existing content locations in the xml files during import. This value does not overwrite a
complete URL.
Content Server: Select this option to specify the name of an OLM content server. You
must specify the directory on the OLM server that contains the content files.
Chapter 12 - Page 9
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Task
Importing a Course Hierarchy
Vision Corporation has purchased the online content for the Dangerous Goods Regulations
course from IATA. The structure, content files, and the tests in the course are available in the
Dangerous Goods Regulations.zip file. You must load the structure and the content
files into your OLM application, instead of manually creating them.
1.
Import the Dangerous Goods Regulations course structure into the Vision Content folder.
Create a new question bank to hold any questions that you imported for the course.
During import, upload the content files to Vision Corporation Content Server within the
Dangerous Goods Regulations directory.
Note: The application creates the Dangerous Goods Regulations directory on the server
if it does not exist.
Chapter 12 - Page 10
2.
3.
Click Import.
4.
5.
6.
Specify the path of the Dangerous Goods Regulations.zip file, and click Next.
7.
Select Create a new question bank under folder to create a new question
bank and import all questions into that bank.
8.
9.
Chapter 12 - Page 11
Chapter 12 - Page 12
Test Import
Test Import
You can import test objects that adhere to the IMS Question and Test Interoperability (QTI)
specification. The import process creates test objects comprising sections, questions, and
responses. You can specify during import if the application should create new objects or update
existing test objects.
During test import, you must specify the name of the question bank where you want the
questions from your tests to be stored. This question bank option appears only when you
import a test object, or a course and assessment hierarchy. You select an existing question bank
from a drop-down list, or request a new question bank during the import process, and import
all questions into that new bank.
Chapter 12 - Page 13
Chapter 12 - Page 14
Content Export
Content Export
OLM supports the following export specifications:
IMS QTI 1.01: Exports tests only
SCORM 1.2 Content Aggregation: Exports learning objects and content files
Export Content and Assessment Hierarchy: Exports learning objects and tests
contained within the selected hierarchy or folder (this option is specific to OLM only)
If your site has a registered OLM content server, you can export the actual content files, as well
as the learning objects, using the SCORM 1.2 Content Aggregation specification.
When you export learning objects or tests, the application creates and stores the information in
XML files in a .zip or .jar file, to the same specifications that it expects during import.
Note: You cannot create a rule-based test using the export utility. A rule-based test provides
randomly selected questions from a question bank at run time, rather than specific, pre-selected
questions. You can export a pre-selected test type only.
Chapter 12 - Page 15
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Task
Exporting Content
Vision Corporation is conducting the Cultural Awareness online course at the International Air
Transport Association (IATA) conference being held at an external location. In the earlier
practice session, you had created the content structure for the Cultural Awareness online course.
Export the content structure and the content files into a zip file. The zip file can be used to
transfer the structure and the content files into the other learning management system.
1.
Export xxCultural Awareness Learning Object from OLM in the SCORM format.
2.
Chapter 12 - Page 16
2.
3.
Click Export.
4.
Select SCORM 1.2 Content Aggregation since you are exporting only a hierarchy
of learning objects.
5.
Click Export.
6.
Chapter 12 - Page 17
Chapter 12 - Page 18
Content Upload
Content Upload
Instead of the Import utility, you can use the Upload utility to transfer the physical content files
only, from a local machine or content server to an OLM content server, when the learning
objects already exist.
You can upload a single content file or multiple content files to the OLM content server. To
upload multiple files, either you repeat the process for each individual file, or you create a zip
file to upload the files all at one time. During import, you specify the content server location
and the directory on the server to store the single file or the zip file.
OLM automatically unzips the contents of the zip file on the content server, and creates
additional directories specified by the structure within the zip file.
Chapter 12 - Page 19
Resources
Chapter 13
Resources
Chapter 13 - Page 1
Resources
Resources
Chapter 13 - Page 2
Overview
Overview
You can create resource types and resources applicable to your organization. You can define
and book resources for your classes, sessions, forums, and chats. Depending on how you define
the resources, you can book the resources either automatically or manually.
When booking a resource of type Venue, you can identify the primary venue, or location, for
your class.
The application detects a resource that is double-booked for multiple events at the same time,
and advises if this is a non-consumable resource. The application also enables you to query on
a complete list of your resources and bookings, to help you manage resource utilization
efficiently.
Resources
Chapter 13 - Page 3
Resource Types
Resource Types
Resource types define the groups to which the resources belong. Each resource you create must
belong to a resource type. You define resource types as values for the lookup type
RESOURCE_TYPE.
For each resource type, you must set up a structure of the Training Resource Key Flexfield.
Consider what resource types your enterprise needs, and specify their details using the Training
Resource Key Flexfield. The name of the structure must be the same as the name of the
resource type.
OLM provides the following predefined resource types:
Trainer
Venue
To add user-defined resource types, you create new structures in the Training Resource key
flexfield.
Resources
Chapter 13 - Page 4
Resources
Resources
After you have defined a resource type, you can enter the resources against the resource type.
Each resource belongs to only one resource type. During resource creation you can:
Check Allow Overlapping Booking if the resource has multiple copies, such as a course
manual, that you can book for more than one object at the same time. This option is not
available for resources of the types Trainer or Venue.
Enter a cost value and cost unit against the resource.
Specify a Person value if the resource needs to access the instructor interface. For
example, if you are creating a resource of the type Trainer and do not specify the Person
value, this resource cannot access a class from the instructor interface even if booked as an
instructor for the class.
Note: You must add instructors as persons before you can select them as resources. Use the
HR People window to enter your instructors.
Resources
Chapter 13 - Page 5
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Task
Entering Resources
In the earlier practice session, you had created the xxCultural Awareness Online Class. Before
you can book Blair Palmer as an instructor for a class, you must enter Blair Palmer as an
instructor resource.
1.
Resources
Chapter 13 - Page 6
2.
3.
Resources
Chapter 13 - Page 7
4.
5.
6.
7.
8.
Resources
Chapter 13 - Page 8
Resources
Chapter 13 - Page 9
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the Training Administrator
responsibility.
Task
Creating Customers
The Cultural Awareness online course is available for external customers. IATA is a customer
that has requested Vision Corporation to conduct the course for external learners. You must enter
the customer organization details in OLM.
Create a customer with the following details:
The customer address is 144 Apples Way, New York, 10188, United States.
Resources
Chapter 13 - Page 10
2.
3.
Make sure the Customer Type field contains Organization. If the customer is an
individual learner, select Person from the Customer Type list box.
4.
5.
6.
Resources
Chapter 13 - Page 11
7.
8.
9.
Enter Bell in the Last field and Jack in the First field.
Enter 1 in the Country Code field, 609 in the Area Code field, and 2138787 in the
Telephone Number field.
Resources
Chapter 13 - Page 12
Resource Booking
Resource Booking
Using the Resource Bookings page, you can book resources for catalog objects such as classes,
sessions, forums, and chats, and create supplemental bookings. For catalog objects, you can
also book resources by accessing the object from the Catalog and selecting the Resource
Booking link or, for classes, the Resource Checklist page.
You can book relevant resources that are available for the booking period you have specified.
Resources that are already confirmed at any time during the period you specified do not appear
unless the resource type allows overlapping bookings. The selected resources receive an initial
booking status of Planned. If the resource type does not allow overlapping bookings and the
selected resource has an overlapping booking, you cannot change the booking status to
Confirmed.
You can view conflicting bookings for a booked resource using the Check Conflict icon. This
icon is enabled only if the resource has a conflicting booking during the same period.
You can make a resource unavailable for booking by creating supplemental bookings, for
example, to account for instructor holiday or illness, or room unavailability. When you create a
supplemental booking, you do not book the resource against any object.
Resources
Chapter 13 - Page 13
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Task
Booking Resources
In the earlier practice session, you created the instructor resource Blair Palmer. Book the
resource for the xxCultural Awareness Online Class scheduled to start on January 20, 2005.
Booking a Trainer
1.
Book Blair Palmer as the instructor for the class xxCultural Awareness Online Class. The
instructor must be booked for 2 days from January 20 to January 22, 2005.
Resources
Chapter 13 - Page 14
2.
Resources
Chapter 13 - Page 15
3.
Select Class in Object Type and xxCultural Awareness Online Class as the
class name.
4.
Specify the booking dates. Enter 20-Jan-2005 in the Start Date field and 22-Jan2005 in the End Date field.
5.
In the Name field, select Blair Palmer from the Resources list of values.
6.
The quantity is 1 by default. To book resources such as computers, you can enter a number
greater than 1.
7.
Specify the booking status as Planned. The status is confirmed if the resource is available
during that period; otherwise, it is in the planned status.
Note: Change the booking status from Planned to Confirmed based on the resource
availability.
8.
Resources
Chapter 13 - Page 16
Required Resources
Required Resources
You can use the Resource Checklist to specify resource types or resources that are required or
useful to run classes for a particular offering. If you define resources as Required, you can
book them in two ways:
Automatically: The automatic, one click, method enables you to book all the required
resources for a class. Use this short cut to list and book all the resources marked as
required for a class. As you book the class or session, you can delete any or all of the
required resources from the resource list.
Individually: Use this method to list the resources that are required to run classes before
you book them. Required resources in the resource checklist display the value Y(es) in the
Required column. You can then select the resources you want to book from the list.
Note: You can access this functionality only through the Book Resources window, not through
the Resource Bookings html page.
If you do not define resources as Required, you must manually book the resources for a class.
Resources
Chapter 13 - Page 17
Double-Booking Resources
Double-Booking Resources
Because you have only one of each named instructor or room, you cannot book a resource of
these particular non-consumable types twice. However, you can have double bookings of
consumable resources, such as course notes, and non-consumable resources such as computers
or projectors, because OLM assumes that you have multiple items of each type.
OLM does enable you to book instructors and rooms twice while you are still planning a class,
so that you can plan different scenarios, but the application checks for double bookings when
the status of any booking is Confirmed. When planning multiple classes and resources, the
application enables you to check for planned booking conflicts.
If you try to double-book a consumable or reusable resource, OLM advises you that the
resource is already booked but does not prevent you from confirming the new booking.
Resources
Chapter 13 - Page 18
Chapter 14 - Page 1
Chapter 14 - Page 2
Overview
Overview
If you are not integrating OLM with Order Management, you can create and manage price lists,
finance headers, and finance lines, as well as set up internal cross-charging for resources and
classes.
Most training organizations working for profit must use the Order Management integration to
handle financial transactions. They can use the internal cross charging functionality as well.
Chapter 14 - Page 3
Price Lists
Price Lists
A price list catalogs courses and the prices at which they are available between certain dates.
You can define any number of price lists. The examples of price lists include:
A price list for each year or season
Price lists for different suppliers
Price lists for different categories of courses
You can use price lists to quote the price for a class by either of the following:
Learner
Customer: The customer pays for a number of learners to attend the class. Customer
pricing is available only for customer-restricted classes.
Chapter 14 - Page 4
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Task
Defining a Price List
Vision Corporation is conducting the Cultural Awareness online course for external customers.
The company plans to charge for the course on a per-learner basis. You must quote the price for
the course.
1.
Name the price list xxPrice List Learner, where xx represents your unique identifier.
Chapter 14 - Page 5
2.
3.
4.
Select the Default check box. This ensures that the prices on this list appear as the default
standard price for all the classes of the course.
Note: Each currency can one default price list.
5.
Specify a start and end date to define when the price list is effective. Enter 20-Jan-2005
in the Start date field.
6.
7.
8.
9.
Chapter 14 - Page 6
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Task
Defining a Customer-Based Price List
For the Cultural Awareness online course, Vision Corporation has a customer who has requested
to pay based on the total number of delegates attending. Create a customer-based price list for
this customer to quote the price based on number of delegates attending the class.
1.
The price list name is xxPrice List Customer, where xx represents your unique
identifier.
No of Delegates
Price
14
2000
58
3500
912
5500
1316
7500
Chapter 14 - Page 7
2.
3.
4.
5.
6.
7.
8.
9.
Chapter 14 - Page 8
Chapter 14 - Page 9
Finance Headers
Finance Headers
A finance header holds generic information about a single customer or supplier, such as:
Customer or supplier name
Contact information
Address
Payment currency
You can create a finance header for each supplier or customer, including each internal
organization that you cross-charge. To record a monetary amount against an enrollment or a
resource booking, you must select the finance header. You can create the finance header when
you enter the enrollment or booking.
See Creating a Finance Header in the online help.
Chapter 14 - Page 10
Chapter 14 - Page 11
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Task
Creating a Finance Header
Vision Corporation has purchased computers from Agile Electronic Supplies. Create a finance
header to enter the financial transaction with the supplier in the application.
1.
Chapter 14 - Page 12
2.
In the Raised By field, select Vision Corporation from the Organization list of
values.
3.
4.
In the Name field, select Agile Electronic Supplies from the list of suppliers.
Select Awaiting Transfer in the Status field. The finance header is ready to be
transferred from OLM to your financial system.
Chapter 14 - Page 13
Finance Lines
Finance Lines
Enter each financial transaction as a finance line. You can also set up automatic line creation
for self-service or cross-charging.
See Creating a Finance Line Manually in the online help.
Chapter 14 - Page 14
Chapter 14 - Page 15
Chapter 14 - Page 16
Chapter 14 - Page 17
Chapter 14 - Page 18
Chapter 14 - Page 19
Chapter 14 - Page 20
Chapter 14 - Page 21
Enrollments
Chapter 15
Enrollments
Chapter 15 - Page 1
Enrollments
Enrollments
Chapter 15 - Page 2
Overview
Overview
This topic covers the basic terms and the tasks used for managing enrollments and explains the
engine that drives the OLM enrollment processes: class and enrollment statuses, waiting list
management, and workflow notifications.
Enrollments
Chapter 15 - Page 3
Enrollments
Chapter 15 - Page 4
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Task
Enter Learner Enrollments
The xxCultural Awareness Online Class is scheduled to start on January 20, 2005. The learner is
in a remote location and cannot enroll in the class himself; you must enroll the learner in the
class.
1.
Enrollments
Chapter 15 - Page 5
2.
3.
4.
5.
Enrollments
Chapter 15 - Page 6
6.
7.
8.
Select the learner type as Internal and the organization as Vision Corporation.
9.
Search and select David Lock from the learner list of values.
Enrollments
Chapter 15 - Page 7
Enrollments
Chapter 15 - Page 8
Class Statuses
Class Statuses
OLM provides five predefined class statuses. These statuses reflect typical stages in the class
life cycle:
Create a new class with the Planned status.
Update the class status to Normal when you have sufficient interest to meet the minimum
number required to run the class.
When the number of Placed enrollments equals the maximum number of places defined
for the class, the application automatically sets the class status to Full.
When you are ready to prevent any new enrollments, you can update the class status to
Closed. After you close (or cancel) a class, you cannot enter enrollments of any kind.
These statuses work together with the enrollment statuses to provide administrators with
control and visibility of the scheduling and enrollment process.
Enrollments
Chapter 15 - Page 9
Enrollment Statuses
Enrollment Statuses
OLM provides the following default enrollment statuses:
Requested: A learner expresses interest, but there is no approval or confirmation.
Waitlisted: Interest is approved or confirmed, but a place is not yet available. The class is
either Planned or Full.
Placed: An enrollment occupies a place in class.
Attended: The learner has attended the class.
Canceled: The administrator, learner, or manager has canceled the enrollment.
To help you track enrollments, you can view the status history of each enrollment.
Enrollments
Chapter 15 - Page 10
Combining Statuses
Combining Statuses
You can manage and track enrollments in classes using a combination of class and enrollment
statuses:
Create a new class with the Planned status, enter enrollments with Requested status.
Update the status of these enrollments to Waitlisted when the learners confirm their
interest or their attendance is approved or both.
Update the class status to Normal when there are a minimum number of Waitlisted
enrollments required to run the class and the required resources have been booked.
Update the status of the Waitlisted enrollments to Placed.
When the number of Placed enrollments equals the maximum number of places defined
for the class, the application automatically sets the class status to Full.
Continue entering Waitlisted enrollments, or close the class.
This is just one possible sequence of statuses. If you prefer, you can create a new class with the
status Normal and enter all enrollments as Placed (or Attended) until the class is Full.
Enrollments
Chapter 15 - Page 11
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the US Learning Management
Administrator responsibility.
Task
Creating Additional Enrollment Statuses
Currently, OLM provides the Cancelled status to represent any kind of enrollment cancellation.
Vision Corporation charges external customers a penalty fee for cancelling an enrollment in a
course. To distinguish between an ordinary enrollment cancellation and the enrollment
cancellation with penalty, you need to create an additional enrollment status.
1.
Create an additional enrollment status xxCancelled With Penalty, where xx represents your
unique identifier.
Enrollments
Chapter 15 - Page 12
2.
3.
4.
Enrollments
Chapter 15 - Page 13
5.
Select Cancelled from the Enrollment Status Type list. You are creating an additional
enrollment status for the Cancelled status type.
6.
Check Active.
Note: You cannot check Default since each type can have only one default status. In this
case, Cancelled is the default enrollment status.
7.
Specify the description as Enrollment status for cancellation with penalty fee.
8.
Enrollments
Chapter 15 - Page 14
Enrollment Updates
Enrollment Updates
You can make mass updates to enrollments using the priority levels you entered for the
enrollment. For example, you can search for all learners with a specific priority level, then
select the names you want to update. You can use the mass update feature to cancel multiple
enrollments at the same time.
You may want to delete or cancel a learner enrollment, for example, if you have enrolled a
learner wrongly or if a learner cancels attendance. You must delete any finance lines before
you can delete the enrollment. When you cancel a learner enrollment, OLM provides you the
option to select a learner from the waiting list to fill the new place
You can add the competencies and proficiency levels delivered by a class to a learners
competency profile. If a learner already possesses a competency but at a lower proficiency
level, OLM adds the competency at the new proficiency level from the start date of the class.
The previous proficiency level no longer applies. If the new proficiency level is lower than that
previously demonstrated by the learner, the automatic update does not occur.
Enrollments
Chapter 15 - Page 15
Assumption
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which you want to complete this practice.
For this practice, log in as hrms/welcome and use the Training Administrator
responsibility.
Task
Updating a Competency Profile
Lydia Petersen has completed the xxCultural Awareness Online Class successfully. In the earlier
practice session, you added the Customer Orientation learner competency to the Cultural
Awareness course. You must assign Lydia Petersen the Customer Orientation competency.
1.
Enrollments
Chapter 15 - Page 16
2.
Select xxCultural Awareness Online Class from the Class list of values.
3.
4.
5.
Navigate to the field that is displayed next to the Type field. Select Vision
Corporation from the list of organizations.
6.
In the Learner field, select Lydia Petersen from the Delegates list of values.
7.
Click Functions.
Enrollments
Chapter 15 - Page 17
8.
9.
10. To assign the competency to the learner, select Customer Orientation and click Apply.
11. In the Caution dialog box, click Ok.
12. Save your work.
Enrollments
Chapter 15 - Page 18
External Learning
External Learning
External learning is any learning that does not appear as a class in the OLM catalog, such as an
external class or an internal class your enterprise has stored in another learning management
system. Use the External Learning pages to record details of classes attended by employees or
customers but not registered as classes in OLM. Learners can enter their own external learning,
with or without approval, from the learner self-service.
Enrollments
Chapter 15 - Page 19
Reporting on Enrollment
Reporting on Enrollment
The Attendance and Signature Sheet Report enables the instructor to walk into the classroom
with a ready-made roster of learners registered for the class. The report includes spaces for the
learners to sign in and for the instructor to record the names of walk-ins.
The Registration report lists all learners scheduled to attend a class. It provides learner names,
contact names, and phone numbers.
The Learner Sign-In Sheet report is virtually identical to the Attendance and Signature Sheet
report. Only the layout and sorting differ. Use this version to generate pages to send to
individual companies, or if you need learners to sign in for each day of the class, as some
companies and laws require.
Enrollments
Chapter 15 - Page 20
Self-Service Interfaces
Chapter 16
Self-Service Interfaces
Chapter 16 - Page 1
Self-Service Interfaces
Self-Service Interfaces
Chapter 16 - Page 2
Overview
Overview
Workers and managers can set learning goals for themselves or their employees, so that they
become competent enough to take on new responsibilities and roles. The learner and manager
user interfaces enable a learner or a manager to define and track these learning needs. The
instructor interface enables instructors to manage their classes and bookings. This lesson
explains the three self-service interfaces in detail.
Self-Service Interfaces
Chapter 16 - Page 3
Learner Interface
Learner Interface
Using the learner interface, learners can view their classes, learning paths, and learning
certifications, track status of enrollments that are pending approval, play online courses, and
communicate with instructors and other learners using forums and chats.
Self-Service Interfaces
Chapter 16 - Page 4
Learner Home
Learner Home
Current Learning
Learners can view and access their current learning, including courses, learning paths, and
learning certifications. From here, learners can play online courses, search for and enroll into
courses, search for and subscribe to learning paths and learning certifications.
Requested Learning
Enrollment in some courses can require the approval of a learner manager or an approver.
Learners can track the status of courses that are pending enrollment approval or that have
enrollment waitlisted.
Forums and Chats
Learners can view their subscribed category forums and chats, post topics and messages to
forums, and launch chats to communicate with other learners online. Learners can also search
for and subscribe to category forums and chats. Learners can access their class forums and
chats using the Class Details page.
Self-Service Interfaces
Chapter 16 - Page 5
Learner Catalog
Learner Catalog
Learners can either search for or browse the catalog to locate courses, learning certifications,
learning paths, forums, and chats. Learners can find classes for a course and view detailed class
information, including location, schedule, instructors, prerequisites, forums and chats, and
other details. Based on availability, learners can enroll into or request enrollment in a class.
Self-Service Interfaces
Chapter 16 - Page 6
Learning History
Learning History
The learning history page displays up to four sections:
Enrollments: This section presents detailed information for all the past enrollments.
Learning Paths: This section lists the learning paths that have expired, those that the
learner has subscribed to and completed or unsubscribed from, and those that the learner
has moved from home to learning history.
Learning Certifications: This section displays information on expired certifications, those
that the learner has subscribed to and completed or unsubscribed from, and those that the
learner has moved to the Learning History page.
External Learning: This section shows learning taken externally such as from an outside
vendor.
Self-Service Interfaces
Chapter 16 - Page 7
Manager Interface
Manager Interface
When users log in to the manager interface, they can view the list of employees available to
them according to the HR security group. This usually includes direct reports and their reports.
Managers can:
Access their employees learning details, including the employees past, current, and
future learning
Enroll or unenroll their employees in a class
Enter or alter external learning records for their employees
Create learning path for their employees, for example, during the appraisal process or to
close competency gaps
Self-Service Interfaces
Chapter 16 - Page 8
Instructor Interface
Instructor Interface
Using the instructor interface, instructors can:
Access their classes and bookings, including supplemental and past bookings
Find class information concerning sessions, enrollments, resource bookings,
competencies, course prerequisites, and forums and chats.
Participate in and lead online discussions with learners enrolled in their classes.
Moderate category and class forums and chats.
Note: A resource must have a Person value to access the instructor interface. For example, if
you are creating a resource of the type Trainer and do not specify the Person value, this
resource cannot login to the instructor interface even if booked as an instructor for the class.
Self-Service Interfaces
Chapter 16 - Page 9