Oracle Learning Management User Guide
Oracle Learning Management User Guide
Oracle Learning Management User Guide
User Guide
Release 11i
Part No. B15514-01
November 2004
Oracle Learning Management User Guide, Release 11i
Contributing Author: Rajesh Sivanarayanan, Hema Hardikar, Parampreet Kaur, Juliette Fleming, Louise
Raffo, Mark Rowe
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Contents
Preface
2 Catalog
Catalog Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Catalog Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Catalog Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Catalog Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Offerings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
Learning Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
Learner Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11
Competencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12
3 Enrollment
Enrollment Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Enrollment Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Enrollment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Customer and Worker Enrollment . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
Waiting List Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
Double-Booking Learners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Enrollment Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Letter Generation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
Configuring Learner Enrollments . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
iii
The Enrollment Entry Process . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
Entering an Enrollment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
Enrolling Customers in Restricted Classes (Secure Customer-Based) . . . . . . . . . . 3-9
Entering Financial Details for an Enrollment . . . . . . . . . . . . . . . . . . . . 3-10
Making Multiple Enrollments . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11
Opening Hidden Enrollment Windows and Configuring Setup Options . . . . . . . . 3-12
Producing the Registration Report . . . . . . . . . . . . . . . . . . . . . . . . 3-12
Recording Attendance and Results . . . . . . . . . . . . . . . . . . . . . . . . 3-13
Producing the Attendance and Signature Sheet Report . . . . . . . . . . . . . . . 3-13
Producing the Learner Sign-In Sheet Report . . . . . . . . . . . . . . . . . . . . 3-15
Viewing the Status History of an Enrollment . . . . . . . . . . . . . . . . . . . 3-16
Viewing Learning History . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16
Updating Enrollments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-17
Enrollment Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18
Enrollment Correction, Cancellation, and Deletion . . . . . . . . . . . . . . . . . 3-19
Deleting a Learner Enrollment . . . . . . . . . . . . . . . . . . . . . . . . . . 3-19
Making Mass Updates to Enrollments . . . . . . . . . . . . . . . . . . . . . . 3-19
Updating a Competency Profile . . . . . . . . . . . . . . . . . . . . . . . . . 3-20
Cancelling a Single Enrollment . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21
External Learning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22
External Learning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23
Entering External Learning . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23
4 Resources
Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Resources Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Suppliers and Customers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Creating a Supplier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Creating a Customer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
Training Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
Training Resource Key Flexfield . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5
Setting Up Training Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5
Entering Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6
Resource Booking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7
Resource Booking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8
Required Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8
Resource Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9
Unavailable or Block-Booked Resource . . . . . . . . . . . . . . . . . . . . . . . 4-9
The Resource Process at a Glance . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9
Finding Specific Locales and Instructors . . . . . . . . . . . . . . . . . . . . . . 4-10
Making Resources Unavailable and Making Provisional or Block Bookings . . . . . . 4-10
Choosing the Fields to View in the Resources Booked Folder . . . . . . . . . . . . . 4-11
iv
5 Finance and Pricing
Finance and Pricing Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Finance and Pricing Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Finance Headers and Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Finance Headers and Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Header and Line Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Headers and Currency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
Finance Transfer Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
Creating a Finance Header . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5
Creating a Finance Line Manually . . . . . . . . . . . . . . . . . . . . . . . . . 5-7
Moving Finance Lines To a New Header . . . . . . . . . . . . . . . . . . . . . . 5-7
Cancelling Finance Headers and Lines . . . . . . . . . . . . . . . . . . . . . . . 5-8
Deleting Finance Headers and Lines . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Restoring Cancelled Lines and Headers . . . . . . . . . . . . . . . . . . . . . . . 5-9
Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9
Price Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10
Effective Price List Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
Pricing for Customer-Restricted Classes . . . . . . . . . . . . . . . . . . . . . . 5-12
Creating a Price List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13
Extending a Price List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13
Changing Price List Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-14
Changing Prices for Entries Within a Price List . . . . . . . . . . . . . . . . . . . 5-14
Running the Budget and Cost Breakdown Report . . . . . . . . . . . . . . . . . 5-15
Organization Training Plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-16
Organization Training Plans . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-17
Budget and Cost Reconciliation Report . . . . . . . . . . . . . . . . . . . . . . 5-18
Entering a Training Plan Measurement Type . . . . . . . . . . . . . . . . . . . . 5-18
Entering a Training Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-19
Entering Training Plan Budget Information . . . . . . . . . . . . . . . . . . . . 5-20
Entering Training Plan Cost Information . . . . . . . . . . . . . . . . . . . . . 5-20
Running the Budget and Cost Reconciliation Report . . . . . . . . . . . . . . . . 5-21
7 Content
Content Administration Overview . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
v
Content Administration Requirements . . . . . . . . . . . . . . . . . . . . . . . . 7-3
Online Content Management and Delivery . . . . . . . . . . . . . . . . . . . . . . 7-4
Content Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5
Learning Object Management . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6
Online Content Delivery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8
8 Test Builder
Test Builder Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1
Test Builder Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Test Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
Test Assembly Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4
Test Previews . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4
Test Delivery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
Working with Tests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
Test Creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6
Timed Test Creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7
Test and Section Management . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-8
Question Banks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-8
Question Bank Creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9
Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9
Responses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-10
Creating a Quick Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-11
Analyzing Test Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-11
Reviewing Test and Question Statistics . . . . . . . . . . . . . . . . . . . . . . 8-12
vi
The Learner Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4
The Learner’s Catalog View . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4
Learning History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-5
vii
FND Language Codes for Oracle iLearning . . . . . . . . . . . . . . . . . . . . 11-45
Legacy Training Administration Setup . . . . . . . . . . . . . . . . . . . . . . . . 11-46
Legacy Profile Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-47
The Skills Approach . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-47
Enabling Competencies or Skills . . . . . . . . . . . . . . . . . . . . . . . . . 11-50
Setting Up Special Information Types . . . . . . . . . . . . . . . . . . . . . . . 11-50
Enabling Special Information Types . . . . . . . . . . . . . . . . . . . . . . . . 11-50
Legacy Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-50
Legacy Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-51
Booking Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-51
Checking Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-54
Viewing Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-54
Finding Specific Locales and Instructors . . . . . . . . . . . . . . . . . . . . . . 11-54
viii
Setting Up Cross-Charge Accounting . . . . . . . . . . . . . . . . . . . . . . . 12-24
Setting Up Financial Security . . . . . . . . . . . . . . . . . . . . . . . . . . 12-25
Creating a Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-26
Defining a Set of Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-26
Choosing the Set of Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-27
Defining Financials Options . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-27
Defining System Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-28
Function and Security Configuration . . . . . . . . . . . . . . . . . . . . . . . . 12-29
Organization Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-30
Profile Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-31
Publicly Callable Business Process APIs in OLM . . . . . . . . . . . . . . . . . . 12-37
Workflow Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-44
Function and Windows Configuration . . . . . . . . . . . . . . . . . . . . . . 12-56
Enrollments Windows Configuration . . . . . . . . . . . . . . . . . . . . . . . 12-57
Enrollment Status Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-59
Configuring Enrollment Window Functions . . . . . . . . . . . . . . . . . . . . 12-59
Setting Up Enrollment Status Security . . . . . . . . . . . . . . . . . . . . . . . 12-60
Order Management and OLM . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-60
Using OLM with Order Management . . . . . . . . . . . . . . . . . . . . . . . 12-61
OLM - OTA Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-67
ix
Category Maintain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-18
Category Usage Maintain . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-19
Change Duration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-20
Class Learner Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-20
Class Learner Access Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-21
Class Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-22
Competency Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-23
Competency List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-23
Competency Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-24
Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-25
Content Copy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-25
Content Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-26
Content Folder Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-27
Content Reorder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-28
Content Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-29
Content Server Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-29
Content Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-30
Copy Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-31
Course . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-31
Course Learner Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-33
Course Learner Access Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-33
Create Quick Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-34
Current Learning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-35
Delete Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-36
Delete Resource Booking . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-36
Delete Trainer Competency . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-37
Delivery Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-38
Enrollment Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-38
Export: Specifications (Folder) . . . . . . . . . . . . . . . . . . . . . . . . . . 13-39
Export: Specifications (Learning Object) . . . . . . . . . . . . . . . . . . . . . . 13-40
Freeze Training Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-41
General Assessment Exit . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-41
General Assessment Exit . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-42
Generated Hyperlink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-43
Import Final . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-43
Import: Analysis Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-44
Import: Content Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-45
Import: Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-46
Import: Select Question Bank (Folder) . . . . . . . . . . . . . . . . . . . . . . . 13-47
Import: Select Question Bank (Learning Object) . . . . . . . . . . . . . . . . . . 13-47
Import: Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-48
Learner Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-49
Learner Competencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-50
Learner Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-50
Learner Home Announcement . . . . . . . . . . . . . . . . . . . . . . . . . . 13-51
x
Learning History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-52
Learning Object Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-53
Learning Path Add Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-53
Learning Path Categories List . . . . . . . . . . . . . . . . . . . . . . . . . . 13-54
Learning Path Category Maintain . . . . . . . . . . . . . . . . . . . . . . . . 13-55
Learning Path Competencies List . . . . . . . . . . . . . . . . . . . . . . . . . 13-56
Learning Path Competencies Maintain . . . . . . . . . . . . . . . . . . . . . . 13-57
Learning Path Competencies Search . . . . . . . . . . . . . . . . . . . . . . . 13-57
Learning Path Component: Additional Information . . . . . . . . . . . . . . . . . 13-58
Learning Path Components Reorder . . . . . . . . . . . . . . . . . . . . . . . 13-59
Learning Path Components Maintain . . . . . . . . . . . . . . . . . . . . . . . 13-60
Learning Path Course Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-61
Learning Path Course Detail Train . . . . . . . . . . . . . . . . . . . . . . . . 13-62
Learning Path Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-63
Learning Path Details For: . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-64
Learning Path Enrollment Detail . . . . . . . . . . . . . . . . . . . . . . . . . 13-65
Learning Path Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-66
Learning Path Learner Access . . . . . . . . . . . . . . . . . . . . . . . . . . 13-66
Learning Path Learner Access Edit . . . . . . . . . . . . . . . . . . . . . . . . 13-67
Learning Path Maintain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-68
List of Categories Maintain . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-69
List of Classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-70
List of Skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-71
List of Enrollments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-71
List of User Attempts Maintain . . . . . . . . . . . . . . . . . . . . . . . . . . 13-72
New Offering: Delivery Mode . . . . . . . . . . . . . . . . . . . . . . . . . . 13-73
New Question . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-74
New Question Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-75
New Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-76
New Test Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-78
Offering Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-79
Offering Maintain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-79
Offerings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-80
Offering Details Maintain . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-81
Offering Learner Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-82
Offering Learner Access Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-83
Offering Maintain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-84
Personal Learning Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-85
Prerequisite Maintain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-86
Prerequisite List Maintain . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-86
Question Bank Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-87
Question Bank List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-88
Question Bank Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-89
Question Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-89
Question Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-90
xi
Question Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-91
Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-91
Remove Learning Path Competency . . . . . . . . . . . . . . . . . . . . . . . 13-92
Requested Learning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-93
Resource Booking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-93
Resource Booking Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-94
Resource Bookings List Maintain . . . . . . . . . . . . . . . . . . . . . . . . . 13-95
Resource Usage Maintain . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-96
Resource Usages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-97
Response Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-98
Response Options Reorder . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-98
SCORM Adapters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-99
Search for Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-100
Section Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-101
Section Questions Reorder . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-101
Select Question Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-102
Select Question Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-103
Select Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-104
Session List Maintain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-104
Session Maintain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-105
Setup List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-106
Skill Prvsn Maintain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-107
St Competencies Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-108
St Competencies Maintain . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-108
Test Confirm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-109
Test Enrollment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-110
Test Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-110
Test Player . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-111
Test Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-112
Test Score . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-112
Test Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-113
Test Section Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-114
Test Section Reorder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-114
Test Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-115
Test Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-116
Tests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-117
Trainer Competencies List Maintain . . . . . . . . . . . . . . . . . . . . . . 13-117
Trainer Competencies Maintain . . . . . . . . . . . . . . . . . . . . . . . . 13-118
Training Center Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-119
Training Path Member Descriptive Flexfield . . . . . . . . . . . . . . . . . . . 13-120
Training Path Member Maintain . . . . . . . . . . . . . . . . . . . . . . . . 13-121
Training Path Search Course . . . . . . . . . . . . . . . . . . . . . . . . . . 13-121
Training Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-122
Transcript Course Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-123
Transcript Course Details . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-124
xii
Transcript Enrollment Details . . . . . . . . . . . . . . . . . . . . . . . . . 13-125
Update Enrollment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-126
Upload Content for: (Folder) . . . . . . . . . . . . . . . . . . . . . . . . . . 13-127
Upload Content for: (Learning Object) . . . . . . . . . . . . . . . . . . . . . 13-128
Upload Final . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-129
Update SCORM Adapter . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-129
User Attempt Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-130
User Attempt Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-131
User Performance Details . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-131
View Activity Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-132
View Attachments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-133
View Category Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-134
View Class Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-134
View Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-135
View Content Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-136
View Course Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-137
View Enrollments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-138
View Learning Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-139
View Learning Path Components . . . . . . . . . . . . . . . . . . . . . . . . 13-140
View Offering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-140
View Test Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-141
Index
xiii
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xv
Preface
Intended Audience
Welcome to Release 11i of the Oracle Learning Management User Guide.
This guide assumes you have a working knowledge of the following:
• The principles and customary practices of your business area.
• Oracle Self-Service Web Applications.
To learn more about Oracle Self-Service Web Applications, read the Oracle Self-Service
Web Applications Implementation Manual.
• The Oracle Applications graphical user interface.
To learn more about the Oracle Applications graphical user interface, read the
Oracle Applications User’s Guide.
See Related Documents for more information about Oracle Applications product
information.
See Related Documents on page xviii for more Oracle Applications product information.
Documentation Accessibility
Our goal is to make Oracle products, services, and supporting documentation accessible,
with good usability, to the disabled community. To that end, our documentation
includes features that make information available to users of assistive technology. This
documentation is available in HTML format, and contains markup to facilitate access by
the disabled community. Accessibility standards will continue to evolve over time, and
Oracle is actively engaged with other market-leading technology vendors to address
technical obstacles so that our documentation can be accessible to all of our customers.
For more information, visit the Oracle Accessibility Program Web site at
http://www.oracle.com/accessibility/ .
xvii
empty line; however, some screen readers may not always read a line of text that consists
solely of a bracket or brace.
Structure
1 Introduction to Oracle Learning Management
2 Catalog
3 Enrollment
4 Resources
5 Finance and Pricing
6 Class and Enrollment Tracking
7 Content
8 Test Builder
9 Content Import and Export
10 Learner and Manager Interfaces
11 Legacy Training Administration
12 Setup and Configuration
13 Learning Management Functions
Oracle Learning Management Glossary
Related Documents
Oracle Learning Management shares business and setup information with other Oracle
Applications products. Therefore, you may want to refer to other user guides when you
set up and use Oracle Learning Management.
You can read the guides online by choosing Library from the expandable menu on your
HTML help window, by reading from the Oracle Applications Document Library CD
included in your media pack, or by using a Web browser with a URL that your system
administrator provides.
If you require printed guides, you can purchase them from the Oracle store at
http://oraclestore.oracle.com.
Guides Related to All Products
Oracle Applications User’s Guide
This guide explains how to enter data, query, run reports, and navigate using the
graphical user interface (GUI). This guide also includes information on setting user
profiles, as well as running and reviewing reports and concurrent processes.
You can access this user’s guide online by choosing ”Getting started with Oracle
Applications” from any Oracle Applications help file.
Guides Related to This Product
Oracle Learning Management Implementation Guide
xviii
Implement Oracle Learning Management to accommodate your specific business
practices.
OA Personalization Framework and OA Extensibility Framework
Learn about the capabilities of the 5.6 Framework technologies.
Oracle Human Resources Management Systems Enterprise and Workforce Management
Guide
Learn how to use Oracle HRMS to represent your enterprise. This includes setting up
your organization hierarchy, recording details about jobs and positions within your
enterprise, defining person types to represent your workforce, and also how to manage
your budgets and costs.
Oracle Human Resources Management Systems Workforce Sourcing, Deployment,
and Talent Management Guide
Learn how to use Oracle HRMS to represent your workforce. This includes recruiting
new workers, developing their careers, managing contingent workers, and reporting on
your workforce.
Oracle Human Resources Management Systems Payroll Processing Management Guide
Learn about wage attachments, taxes and social insurance, the payroll run, and other
processes.
Oracle Human Resources Management Systems Compensation and Benefits
Management Guide
Learn how to use Oracle HRMS to manage your total compensation package. For
example, read how to administer salaries and benefits, set up automated grade/step
progression, and allocate salary budgets. You can also learn about setting up earnings
and deductions for payroll processing, managing leave and absences, and reporting
on compensation across your enterprise.
Oracle Human Resources Management Systems Configuring, Reporting, and System
Administration in Oracle HRMS
Learn about extending and configuring Oracle HRMS, managing
security, auditing, information access, and letter generation.
Oracle Human Resources Management Systems Implementation Guide
Learn about the setup procedures you need to carry out in order to successfully
implement Oracle HRMS in your enterprise.
Oracle Human Resources Management Systems FastFormula User Guide
Learn about the different uses of Oracle FastFormula, and understand the rules and
techniques you should employ when defining and amending formulas for use with
Oracle applications.
Oracle Self-Service Human Resources Deploy Self-Service Capability Guide
Set up and use self-service human resources (SSHR) functions for managers, HR
Professionals, and employees.
Oracle Human Resources Management Systems Deploy Strategic Reporting (HRMSi)
Implement and administer Oracle Human Resources Management Systems Intelligence
(HRMSi) in your environment.
xix
Oracle Human Resources Management Systems Strategic Reporting (HRMSi) User Guide
Learn about the workforce intelligence reports included in the HRMSi product, including
Daily Business Intelligence reports, Discoverer workbooks, and Performance
Management Framework reports.
Implementing Oracle Approvals Management
Use Oracle Approvals Management (AME) to define the approval rules that determine
the approval processes for Oracle applications. Download this guide from Oracle
MetaLink, Note: 282529.1.
Oracle iRecruitment Implementation Guide
Set up Oracle iRecruitment to manage all of your enterprise’s recruitment needs.
Oracle Time and Labor Implementation and User Guide
Learn how to capture work patterns such as shift hours so that this information can be
used by other applications such as General Ledger.
Installation and System Administration
Oracle Applications Concepts
This guide provides an introduction to the concepts, features, technology
stack, architecture, and terminology for Oracle Applications Release 11i. It provides a
useful first book to read before an installation of Oracle Applications. This guide also
introduces the concepts behind Applications-wide features such as Business Intelligence
(BIS), languages and character sets, and Self-Service Web Applications.
Installing Oracle Applications
This guide provides instructions for managing the installation of Oracle Applications
products. In Release 11i, much of the installation process is handled using Oracle
Rapid Install, which minimizes the time to install Oracle Applications and the Oracle
technology stack by automating many of the required steps. This guide contains
instructions for using Oracle Rapid Install and lists the tasks you need to perform
to finish your installation. You should use this guide in conjunction with individual
product user guides and implementation guides.
Upgrading Oracle Applications
Refer to this guide if you are upgrading your Oracle Applications Release 10.7 or
Release 11.0 products to Release 11i. This guide describes the upgrade process and
lists database and product-specific upgrade tasks. You must be either at Release 10.7
(NCA, SmartClient, or character mode) or Release 11.0, to upgrade to Release 11i. You
cannot upgrade to Release 11i directly from releases prior to 10.7.
"About" Document
For information about implementation and user document, instructions for applying
patches, new and changes setup steps, and descriptions of software updates, refer
to the "About" document for your product. "About" documents are available on
OracleMetaLink for most products starting with Release 11.5.8.
Maintaining Oracle Applications
Use this guide to help you run the various AD utilities, such as
AutoUpgrade, AutoPatch, AD Administration, AD Controller, AD Relink, License
Manager, and others. It contains how-to steps, screenshots, and other information that
xx
you need to run the AD utilities. This guide also provides information on maintaining
the Oracle applications file system and database.
Oracle Applications System Administrator’s Guide
This guide provides planning and reference information for the Oracle Applications
System Administrator. It contains information on how to define security, customize
menus and online help, and manage concurrent processing.
Oracle Alert User’s Guide
This guide explains how to define periodic and event alerts to monitor the status of
your Oracle Applications data.
Oracle Applications Developer’s Guide
This guide contains the coding standards followed by the Oracle Applications
development staff and describes the Oracle Application Object Library components that
are needed to implement the Oracle Applications user interface described in the Oracle
Applications User Interface Standards for Forms-Based Products. This manual also provides
information to help you build your custom Oracle Forms Developer forms so that the
forms integrate with Oracle Applications.
Oracle Applications User Interface Standards for Forms-Based Products
This guide contains the user interface (UI) standards followed by the Oracle Applications
development staff. It describes the UI for the Oracle Applications products and how to
apply this UI to the design of an application built by using Oracle Forms.
Other Implementation Documentation
Oracle Applications Product Update Notes
Use this guide as a reference for upgrading an installation of Oracle Applications. It
provides a history of the changes to individual Oracle Applications products between
Release 11.0 and Release 11i. It includes new features, enhancements, and changes made
to database objects, profile options, and seed data for this interval.
Oracle Workflow Administrator’s Guide
This guide explains how to complete the setup steps necessary for any Oracle
Applications product that includes workflow-enabled processes, as well as how to
monitor the progress of runtime workflow processes.
Oracle Workflow Developer’s Guide
This guide explains how to define new workflow business processes and customize
existing Oracle Applications-embedded workflow processes. It also describes how to
define and customize business events and event subscriptions.
Oracle Workflow User’s Guide
This guide describes how Oracle Applications users can view and respond to workflow
notifications and monitor the progress of their workflow processes.
Oracle Workflow API Reference
This guide describes the APIs provided for developers and administrators to access
Oracle Workflow.
Oracle Applications Flexfields Guide
xxi
This guide provides flexfields planning, setup, and reference information for the
Oracle HRMS implementation team, as well as for users responsible for the ongoing
maintenance of Oracle Applications product data. This guide also provides information
on creating custom reports on flexfields data.
Oracle eTechnical Reference Manuals
Each eTechnical Reference Manual (eTRM) contains database diagrams and a detailed
description of database tables, forms, reports, and programs for a specific Oracle
Applications product. This information helps you convert data from your existing
applications, integrate Oracle Applications data with non-Oracle applications, and
write custom reports for Oracle Applications products. Oracle eTRM is available on
OracleMetalink.
Oracle Applications Message Manual
This manual describes all Oracle Applications messages. this manual is available in
HTML format on the documentation CD-ROM for Release 11i.
xxii
1
Introduction to Oracle Learning Management
Setup Stages
1. Define the competency requirements of your business: define the competencies
(qualifications, knowledge, and experience) your enterprise requires from its current
staff and future applicants.
2. Assign competency requirements to organizations, jobs, and positions: assign
your general and specific business requirements to particular structures within
your enterprise.
3. Assess competency achievements and gaps: evaluate your current workers and
applicants, then conduct a development needs analysis to identify the gaps.
4. Design or identify development courses: develop new internal courses or identify
external activities that can supply the competencies required to close the gaps.
5. Price courses: create budgets and create price lists, if appropriate.
6. Group courses into learning paths and categories: design your catalog to
accommodate the needs of organizations and individuals.
7. Identify resources and suppliers: identify the equipment, venues, instructors, and
other resources required to run your courses, and build up a database of resources
you can book.
User Stages
1. Create classes and book resources: create online and offline classes and book the
resources required to run them. Manage payments to resource suppliers.
2. Manage charges and commercial relationships.
3. Enroll learners in classes.
4. Manage enrollments and cancellations: handle multiple enrollments using waiting
lists and confirmations, issuing standard letters as required. Invoice paying
customers.
5. Record attendance and achievements: after classes, record results including test
scores, attendance levels, and competencies attained.
6. Evaluate courses: assess their effectiveness and compare actual revenues and
spending with budgets.
7. Appraise learners: evaluate the longer term impact of learning management.
Setup Decisions
Before you set up Oracle Learning Management so that users can perform their tasks, we
recommend that you plan carefully.
The responsibility for planning and setting up the different stages of the OLM learning
cycle varies from enterprise to enterprise. Typically, stages 1 and 2 may be the joint
responsibility of several departments, stages 3 and 14 may be the responsibility of the
human resources department, while stages 4 to 13 lie more clearly within the domain of
learning management.
OLM is integrated with Oracle Human Resources, and together these applications can
support all stages of the learning cycle.
You may not be concerned with every stage in the cycle. For example, commercial
learning service providers need not identify internal training requirements nor maintain
detailed learner records. They mainly focus on the maintenance of schedules and the
management of enrollments and financial transactions.
Internal training departments that do not open up their classes to external learners on
a commercial basis may be less interested in the management of price lists and other
financial information. To support internal accounting practices, however, the application
does enable cross-charging.
Catalog Overview
The catalog is the application’s primary administrative structure, a nested hierarchy
that enables you and your learners to browse all available learning, or to drill down
to detailed class descriptions. From here you create and maintain all your catalog
objects: categories, courses, offerings, classes, and learning paths.
Key Concepts
The catalog depends upon several key concepts:
• Catalog Objects, page 2-3--categories, courses, learning paths, offerings, and
classes--are the building blocks of the catalog.
• Categories, page 2-3 are purely structural objects, like folders, that contain other
catalog objects.
• Courses, page 2-3 define what a class teaches a learner.
• Offerings, page 2-4 determine how the learning is delivered.
• Classes, page 2-6 set where and when the learning takes place.
• Learner Access, page 2-11 determines who can enroll in a given class.
• Learning Paths, page 2-8 are virtual collections of courses that help learners achieve
learning goals that a single course cannot address.
• Sessions, page 2-7 are subdivisions of classes, facilitating resourcing and scheduling.
• Delivery Modes, page 2-4 set whether a class is delivered online or offline, and
scheduled or unscheduled.
• Restricted Classes, page 2-11, in tandem with learner access, determine enrollment
availability for both customers and internal learners.
Catalog Requirements
You can fit the OLM catalog to your existing catalog or build a new catalog from
scratch, to better represent your plans for future courses. Categories enable you to
Catalog 2-1
maintain a relatively flat structure, only one or two levels deep, or to nest courses several
levels deep, which you may wish to do to accommodate a large and varied catalog.
Catalog Objects
The core of the Learning Management catalog is a hierarchy of catalog object types:
• Categories, page 2-3 are containers that hold other learning objects
• Courses, page 2-3 define subject matter and other generic information
• Offerings, page 2-4 are specific instances of courses, and hold the delivery mode
and language of instruction
• Classes, page 2-6 are specific instances of offerings, holding
enrollment, scheduling, and location information
Learning Paths, page 2-8, the fifth type of catalog object, contain virtual groups of
courses that help learners achieve learning goals that a single course cannot address.
The hierarchical structure of the catalog takes advantage of inheritance in several
ways. Each of the four main object types inherits (and can sometimes override)
characteristics inherited from its parent object type. Classes, for instance, inherit the
delivery modes of their parent offerings, while all offerings under a course deliver the
same essential subject matter.
You can use learner access, page 2-11 at every level of the hierarchy, each object inheriting
(and optionally adding to) the learner access designated for its parent object.
Categories
Categories, the top level of the catalog hierarchy, serve to organize and structure your
catalog. With one notable exception, they do not themselves hold information, but
serve as named containers to hold other learning objects. They can even hold other
categories, enabling you to nest catalog items, much like the directory structure on
your computer.
Categories can hold one important piece of information: learner access. Depending
on your catalog structure, you can use categories to target courses to particular
organizations or any defined subgroup of learners.
Courses
Courses, the second level of the catalog hierarchy, hold generic information that tends to
remain unchanged even when the delivery mode, schedule, or location changes. Courses
save you from entering the same, or incorrect, information each time you create an
offering or class. Courses hold a variety of information:
• topics and description
• objectives
• competencies delivered
• professional credits delivered
• intended audience
• administrative details
Catalog 2-3
Tip: To increase its availability to learners, you can reference a course
in multiple categories, but you must designate exactly one category
as primary.
OLM uses start and end dates to control when courses appear to learners and managers
(administrators can view all catalog objects until deletion). You cannot run classes for the
course earlier than the start date or later than the end date.
As with categories and other learning objects, you can establish learner access for each
course.
See Learner Access, page 2-11
The application can generate a hyperlink to this course that you can paste into
e-mail, external web pages, or announcements.
Learner Competencies
By specifying competencies the course can deliver to learners, you can tie the course into
the HRMS competencies functionality.
See Competencies, page 2-12
Offerings
Third in the learning object hierarchy, offerings are specific instances of courses. You
can enter various kinds of data at this level, but the primary purposes of offerings is
to set the delivery mode and the language of delivery of each class under it and, for
online offerings, to establish the link to the online content. In other words, offerings
largely determine how a course is delivered.
Delivery Modes
OLM predefines delivery modes based on two concepts.
• Learners take online classes using the OLM Player; the application considers other
classes to be offline.
• Synchronous classes are scheduled; learners can take asynchronous classes at any time
within the window of opportunity you define.
Thus, the application offers four combination delivery modes (and typical applications):
• Online synchronous ("virtual classroom" with live instructor)
Each class you create takes on the delivery mode of its parent offering. Thus you can
offer versions of any course in any or all of the four modes.
From the Setup tab, you can create more delivery modes, each based on one of the
four options.
If you end-date the offering, you must enter an end date for the associated resources. This
end date must occur on or before the end date of the offering.
Player Preferences
Player preferences control the display and behavior of the player when a learner plays
this online offering. You set the player preferences for online classes from the Offering
creation and update pages. The available preferences are:
• Show Toolbar displays the Player navigation toolbar.
• New Window opens the Player in a separate, new window.
• Next includes the Next icon in the Player toolbar. Checking this box displays the
next content object.
• Previous includes the Previous icon in the Player toolbar. Checking this box displays
the previous content object.
• Outline includes the Outline icon in the Player toolbar. Checking this box displays
the outline of the offering.
• Exit includes the Exit (Home) icon in the Player toolbar. When learners launch an
offering from within OLM, Exit returns them to their Home page. If the Player has
opened in a new window, Exit simply closes the window, which leaves the Home
page or referring URL available to the learner in the previous window.
Catalog 2-5
Instructor Competencies
Use the Instructor Competencies tab to specify the competencies required of an
instructor of this offering and of the classes based upon it.
See Competencies, page 2-12
Classes
Fourth and last in the learning object hierarchy, classes are specific instances of
offerings. Classes are the learning objects that learners enroll in and attend or take
online. For any class, you can:
• schedule dates, times, and locations
• enable, disable, or update learner access
• view and change existing enrollments and enrollment parameters
• view and change resource bookings
• subdivide the class into sessions
• provide administrative details
• restrict enrollments to specific customers
Marking a class Restricted limits enrollments to external learners from selected
customers, or activates learner access for internal learners. Otherwise, the class is open
to any learner.
See Learner Access, page 2-11
To enable administrators to receive and take action on workflow notifications, you must
designate a class owner and a sponsor.
If you are an independent learning vendor using Order Management, your telesales
representatives can schedule classes in OM as your customers request them.
Enrollment
You must enter new learner enrollments into the Enrollment Details window. Once you
have done so, however, you can update and delete learner enrollments from the List
of Enrollments link on the Class page.
Once a learner has completed a class, you can record the learner’s successful (or
unsuccessful) attendance. You may also be granted the authority to update a learner’s
Competency Profile automatically.
If your enterprise uses organization security for classes and enrollments, only users who
belong to the appropriate sponsoring organization can secure the class. If you belong to
the sponsoring organization, you can update and delete the class and enroll learners
in the class later. If you are not assigned to the organization that is administering the
class, you cannot update or delete the class nor enroll learners in the class.
Sessions
To help you create a detailed agenda for a synchronous class, you can break it down into
shorter sessions, specifying the location and start and end times of each session.
You can book resources, such as venues and trainers, for the whole class or for individual
sessions, enabling a more efficient allocation of resources.
Class Pricing
You can choose from among three price bases for a class (a fourth, Order, defaults
automatically when a telesales representative creates a class in Order Management;
others cannot choose this option).
Customer means that you plan to charge customers associated with the class a block price
for a certain number of enrollments. If you select Customer, you must associate one or
more customers with the class and enter enrollments in the Customers for Restricted
Class window.
Learner (Student) means that you plan to charge a price for each learner enrollment.
No Charge, of course, means that the price of the class is zero.
Catalog 2-7
Any pricing information you enter here overrides any pricing information set for the
parent offering.
The associated finance line must use the same currency as the price basis for the class.
If the price basis is Customer, you enter the price for each customer associated with the
class in the Customers for Restricted Class window.
If the price basis is Learner, the price you specify becomes the standard class
price, which appears in the Enrollment Details window. Users with a qualifying
responsibility, however, can charge a different amount when they enter enrollments.
Internal Learners
If you run Oracle Human Resources, you can set a maximum on the number of
employees who can enroll in a class. This operates in addition to a maximum total
number of learners who can enroll in a class.
Learning Paths
A learning path is a catalog object that contains one or more virtual groups of courses
(sections), which helps learners achieve learning goals that a single course cannot
address.
Learning paths can also come from other sources:
• Learners and managers can create individual learning paths within OLM.
• Appraisers and managers can create learning paths from Talent Management.
When an overall learning objective spans multiple courses, such as a curriculum of
introductory, intermediate and advanced courses, you can set up a learning path in
Catalog 2-9
• All Components Optional means all courses in the section are optional. The learner
may elect to enroll in one or more, or in none of the courses.
• One or More Components Mandatory means the learner must complete a given number
of courses in the section. You specify the number of courses the learner must
complete, but the learner selects which courses to take.
To ensure an identifiable completion criterion, at least one section must have a
mandatory component. Therefore, when you create the first section of a learning
path, the All Components Optional section type is not available. If you subsequently
create additional mandatory sections, you can edit the section type of the first section if
you want to make the section optional.
A learning path is marked as completed when a learner has met the completion
requirements of all sections in the learning path.
Notifications
When learners have subscribed to a learning path, the application sends the following
notifications:
• Learning Path Completion Notification to Learner notifies the learner that the learner has
completed the learning path, and that the learning path will move to the learner’s
learning history.
• Learning Path Completion Notification to Creator notifies the learner or manager who
created the learning path that the learner has completed the learning path.
Note: This notification is applicable only for Learner and Manager
learning paths.
Learner Access
Learner Access is OLM’s term for determining who can view and enroll in any given
class. You can grant learner access at any level of the learning object hierarchy, each object
inheriting (and optionally adding to) the learner access designated for its parent object.
Learner access to your catalog begins at zero: no learner can view or enroll in any catalog
object. You must define your own access model.
Note: You cannot modify inherited access directly. You must modify
access from the source catalog object.
Restricted Classes
A class can be either public (learners from any customer or internal organization can
enroll) or restricted.
A restricted class is either:
• An internal class in which you can enroll learners according to learner access, or
• Associated with one or more customers so that only those customers can enroll
learners in the class
Catalog 2-11
You restrict a class by checking the Restricted check box on the Create or Update Class
pages.
If you restrict classes to selected customers, use the Customers for Restricted Class
window to select the valid customers.
Competencies
You can deliver course competencies at a specific proficiency level through classes your
enterprise (or an outside supplier) provides. You can then update a learner’s personal
competency profile after they have successfully gained the competency.
For further information regarding the Oracle HRMS competency model used by
OLM, see Competencies, Oracle HRMS Workforce Sourcing, Deployment, and Talent
Management Guide.
You can also require the instructor of each course to exhibit competencies at specified
proficiency levels.
To find instructors qualified to teach a course, see Finding Specific Locales and
Instructors, page 4-10.
Enrollment Overview
Oracle Learning Management (OLM) enables administrators to manage and track
all enrollments in classes listed in the catalog. You control enrollment through a
combination of learner access, self-enrollment permission, and approval options. You
can also issue confirmations, track successful attendance, and maintain learning
histories. You can set up automatic updates to a learner’s competency profile.
Learners can enroll in classes from Learner Self-Service. From there, administrators can
track and adjust enrollments, filling waiting lists and notifying enrollees as needed.
OLM facilitates management of a comprehensive workforce training and certification
business. Managers and main appraisers can, if enabled, create and manage personalized
learning paths to fulfill career and workforce objectives.
Reporting on Enrollment
OLM reports relating to enrollments include:
• Attendance and Signature Sheet Report, page 3-13
• Registration List Report, page 3-12
• Student Sign-in Sheet Report, page 3-15
Key Concepts
Enrollment relies upon several key concepts:
• Enrollment Statuses, page 6-4
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, letters, and other processes.
• Customer and Worker Enrollments, page 3-3
You can enroll customers (external enrollments) or workers (internal enrollments).
Enrollment 3-1
• Waiting Lists, page 3-3
When a class is full, OLM automatically creates a waiting list, from which you can
choose people when places become available.
• Double-Booking, page 3-4
Depending on the class and enrollment statuses, the application warns the
prospective enrollee that they are already enrolled in an overlapping class, or
prevents them from enrolling.
• External Learning, page 3-23
You can record enrollments and results of classes taken outside of the application.
Enrollment Requirements
OLM enables you to enroll individuals and groups of learners both from within and
from outside your organization. OLM’s integration with Order Management enables
your organization’s telesales representatives to enroll external customers in classes.
Multiple Enrollments
To make it easier for you to enter and update multiple enrollments, OLM provides you
with a template and mass change facilities.
You can update enrollments by changing their class status, for example, from Normal to
Cancelled. This change cancels selected enrollments for the class. You can also record the
successful attendance of multiple learners.
Enrollment 3-3
Double-Booking Learners
You cannot double-book learners whose enrollment statuses occupy a place in a class:
• Placed
• Attended
• Any user-defined statuses based on Placed and Attended
When you set a maximum number of places for a class, only the definite bookings
(Placed and Attended) take up those places.
You can, however, double-book learners with the following statuses:
• Requested
• Waitlisted
• Cancelled
• Any user-defined statuses based on Requested, Waitlisted, or Cancelled
In effect, the application assumes that until learners are placed in or have attended a
class, you can book them onto another, conflicting class. This double-booking option
provides you with some flexibility in defining and managing enrollments.
OLM checks for double-bookings only when the status of the class is Confirmed, enabling
you to double-book learners while you are planning a class and, perhaps, testing various
class date scenarios.
Enrollment Security
Your system administrator may have set up security to limit access to these enrollment
tasks:
• Enrolling learners in secure classes
• Enrolling learners in a class of a specific status
• Changing an enrollment price
Letter Generation
Standard letters enable you to manage your enterprise’s enrollment activities more
easily. You can issue standard letters to learners, triggered by changes in enrollment
status. For example, you can set up a standard enrollment confirmation letter that is
triggered when a learner’s enrollment status is set to Placed.
Here are a few examples of letters you can set up to help you to manage recruitment
or enrollment activities:
• Acknowledgement letters (for all requested enrollments)
• Confirmation letters (for placed enrollments, including class joining instructions
based on the date, venue, and instructors)
• Reports for instructors (listing the learners to attend an event)
• Follow-up letters (for non-response or non-payment)
• Acknowledgement letters (for cancellations)
• Certificates (of successful course completion)
Generating Letters
Generate letters online using Application Data Exchange (ADE). See Application Data
Exchange and Hierarchy Diagrammers User’s Guide.
Use ADE to generate standard letters and reports by retrieving data and exporting it to a
data file that is merged with a standard word-processed document. The word-processed
document includes all the merge fields required to merge the data and the standard text
for the letter. ADE is compatible with Microsoft Word.
You can use ADE to generate standard letters for enrollment by performing a mail
merge from the Request Letter window.
Enrollment 3-5
When the profile "HR: Restrict Letter by Vacancy or Event [Class]" is set to "Yes", the
application creates or updates a letter request automatically whenever an enrollment is
created or updated and a letter type exists for the booking status type.
The automatic letter generation is independent of the profile if a letter type already exists
for the booking status type (if a letter type exists for the booking status, a letter is always
created). The difference in the creation is that when the profile is set to Yes, every
automatically created letter request is associated with the class of the enrollment.
If you have created multiple letter types for the same enrollment status, the application
creates the letter request based on the last letter type created, according to the letter
type ID (since multiple letter types should not be associated with the same enrollment
status type).
Entering an Enrollment
You enter learner enrollments for customers and internal organizations using the Learner
Enrollment item from the Navigator (for customer-restricted classes, you must first select
one or more customers in the Customers for Restricted Class window). When you select
the item, one or more of the following windows open, depending on how your system
administrator has defined the menus at your site.
• Search for Class: Use this window to select a class for viewing or entering
enrollments. Depending on your setup options, the class you select may
automatically default to the other Enrollment windows.
See: Searching For Classes, page 11-8
• Enrollment Summary: Use this window to make a mass update to multiple
enrollments, or to view multiple enrollments in a folder. For example, you can view
all enrollments for a selected class, or with a particular status.
• Enrollment Details: Use this window to view or enter full information about an
enrollment, including financial information and a history of status changes.
Enrollment 3-7
• If the Search for Class window does not open, select a class in the Class Title
field of the Enrollment Details window.
Note: If the class is Secure, you can enroll a learner only if you are
assigned to the organization that is administering the class.
2. Enter the number of places to enroll. The default is 1. If the class originated in Order
Management and the places have not already changed, the number of places equals
the maximum number of places available for the class.
3. Select the Internal check box if the enrollment is for an internal learner. OLM warns
you if this enrollment exceeds the maximum number of internal learners who
can attend the class.
4. Select a status for the enrollment. The class status and the number of enrollments
already entered may restrict your choices.
Note: If your enterprise uses enrollment status exclusion, you may
be unable to select certain status values.
5. Select the priority level for the enrollment to help you decide which waitlisted
enrollments to confirm if you receive cancellations. Add values using the Lookup
Type PRIORITY_LEVEL.
6. Select the Authorized check box to display your name in the By field, or leave the
box blank.
What to do Next:
• Copy Enrollments: To speed the entry of multiple enrollments, you can copy
information from an enrollment into a template, edit the template, then use it as
the basis for entering new enrollments.
See Making Multiple Enrollments, page 3-11
• Enter Financial Details: You can enter financial details for an enrollment.
See Entering Financial Details for an Enrollment, page 3-10
Enrollment 3-9
To enter customers for restricted classes priced per student or no charge:
1. Create a class on the Create Class page.
2. Select the class in the Customers for Restricted Class window.
3. Select one or more customers for this class, and save your work.
What to do Next:
• Entering Enrollments Quickly: You can enter enrollments for these customers
using the Enrollment Detail window.
See Entering Enrollments Quickly, page 3-7
What to do Next:
• Entering an Enrollment: You can now enter enrollments for these customers using
the Enrollment Details window.
See: Entering an Enrollment, page 3-7
2. Select a price from a different price list if you do not want to use the one displayed
(depending on your responsibility). The Standard pricing field displays the price
from the class record or a price list.
3. Override the price displayed in the Finance Total field only if you do not want
to invoice the customer for the amount displayed (you need the appropriate
responsibility). This is the amount charged the customer on a finance line.
4. Save your changes.
Enrollment 3-11
6. Add any additional information and save.
Limiting Output
You can limit the output to one of the following:
• One class
• All classes of a selected type within a date range
• Classes within a date range and center
• All classes of a selected type within a date range and center
You run this report in the Submit a New Request window.
Report Output:
The report header includes the business group, report name, and date; the class title
and start date; and the offering name and venue. The columns list learner name and
phone number, contact name and phone number, enrollment status, finance header, and
payment status.
The report prints in landscape orientation and fits on 8.5" x 11" paper.
Enrollment 3-13
includes spaces for the learners to sign in and for the instructor to record the names
of walk-ins.
The Attendance and Signature Sheet Report is virtually identical to the Learner Sign-in
Sheet report. Only the layout and sorting differ. Use this version unless you want to
generate pages to send to individual companies, or if you need students to sign in for
each day of the event, as some companies and laws require.
Run the Attendance and Signature Sheet Report from the Submit Requests window. You
can submit this report alone or as part of a Request Set.
Report Parameters:
The parameters window includes eight optional fields:
• Class Title
Select a class from the list. Leave this field empty to generate information for all
valid classes, subject to the limits you set in the other parameters.
• Training Center
Select from the list of values to limit the report to a single training center. Leave this
field empty to generate information for all valid training centers.
• Class Start Date
Enter the beginning date of the class(es) to include in the report.
• Class End Date
Enter the ending date of the class(es) to include in the report.
• Enrollment Number
To generate a receipt or information for a single enrollment, enter the enrollment
number.
• Optional Column Heading
The optional column provides blank space for your learners to write information
such as automobile license numbers. The words you type here become the column
heading.
• Display Payment Confirmation
Enter Yes to display a column that indicates if a learner has paid for the class (the
value is Yes or No).
• Display Trainer Signature
Enter Yes to display a line for the instructor’s signature.
Report Parameters:
The parameters window includes eight optional fields:
• Class Title
Select a class from the list. Leave this field empty to generate information for all
valid classes, subject to the limits you set in the other parameters.
• Training Center
Select from the list of values to limit the report to a single training center. Leave this
field empty to generate information for all valid training centers.
• Class Start Date
Enter the start date of the class(es) to include in the report.
• Class End Date
Enter the ending date of the class(es) to include in the report.
• Enrollment Number
Enrollment 3-15
To generate a receipt or information for a single enrollment, enter the enrollment
number.
• Optional Column Heading
The optional column provides blank space for your learners to write information
such as automobile license numbers. The words you type here become the column
heading.
• Display Payment Confirmation
Enter Yes to display a column that indicates if a learner has paid for the course
(the value is Yes or No).
• Display Trainer Signature
Enter Yes to display a line for the instructor’s signature.
Report Output:
The report header includes the business group, report name, and date; the class title, start
date, and duration; the course name, venue, and instructor, if any. The columns list
learner name, company/employee ID, enrollment number, and the optional columns. If
you have left the class field blank, the report subdivides for each course covered. Within
each class, the reports sorts alphabetically first by company (one company per page), and
then by learner surname.
The report prints in landscape orientation.
Enrollment 3-17
Updating Enrollments
Enrollment Updates
OLM enables you to update enrollments quickly. For example, if you change a class
status from Normal to Planned, you can change any enrollments for the class to
Requested. You can also record a learner’s successful attendance of a class, or update a
learner’s competency profile.
Tip: Once you have entered an enrollment in the Enrollment Details
window, you can perform many of the update functions from the List of
Enrollments page off the Class page in the Catalog.
Mass Updates
You can apply certain changes to multiple enrollments. For example, after changing
a class status from Planned to Normal you can query and place all the waitlisted
enrollments. After a class, you can query all the enrollments, change their status to
Attended, and mark whether the learners successfully completed the class.
Competency Profile
You can update a learner’s competency profile anytime with competencies he or she
has earned by attending an internal or external class. Depending on whether you have
set up approval requirements for such updates, workflow notifies learners and their
managers of automatic updates or the need for manual updates.
If you have been granted the authority, you can automatically add these competencies
delivered by the class, along with the proficiency levels, to a learner’s competency profile.
If you add the competencies, OLM uses the start date of the class as the date at which
the learner is proficient in the competencies. If the learner already possesses that
competency but at a different proficiency level, OLM adds the competency at the new
proficiency level from the start date of the class, and ends the competency at the previous
proficiency level from the day before. This new proficiency level can be higher or lower
than that previously demonstrated by the learner.
You can, of course, override the start date and the proficiency levels. For example, a
learner may not be proficient in a competency until midway through a class. If the
learner is proficient in the delivered competencies, but not at the level identified for
the course, you can override the proficiency level and select the correct one. If the
learner has not gained some of the competencies identified for the course, or if the
class does not deliver identified competencies, you do not have to apply them to the
learner’s competency profile.
Enrollment 3-19
Mass Updates and Cancellations
When you cancel enrollments using mass update, any enrollments previously cancelled
retain any user-created status based on the default status of Cancelled. Similarly, no
previously cancelled enrollments transfer to a new class you specify. The class title
also remains the same.
2. Change the enrollment status to Cancelled (or equivalent). If your enterprise uses
enrollment status security, you may be unable to update the enrollment. To change
your security profile, contact your supervisor.
3. In the Change Reason field, you can select a reason for the status change.
Note: Once you have saved your changes, you cannot modify
the Change Reason field without again changing the status and
saving. You can track the history of the enrollment by selecting
History, then Enrollment Status History.
Enrollment 3-21
4. Save your changes.
If the class was previously Full and contains a waiting list, a text box
appears, enabling you to fill the freed space from the waiting list.
External Learning
To record a complete picture of a person’s learner history, you can enter information
about external learning (if enabled, learners can enter their own external learning, with
or without approval, from the Learner responsibility). 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
You can use this data to assemble a complete picture of a worker’s learning history and
to identify the types of classes people take that your enterprise does not offer.
Enrollment 3-23
4
Resources
Resources
Resources are facilities, people, or equipment that you require to run any educational
or learning programs in an enterprise.
Managing the learning needs of your employees includes tasks, such as scheduling
and managing class room and instructor resources. You might also have to define the
required resource types and assign resources to various learning programs in your
enterprise. Resource type refers to the type of resource, such as computers, required to
conduct a class. To manage resources effectively, to best suit your business needs, you
can:
• Set up resource types
• Assign each resource to a resource type
• Add resources to an offering to create a resource checklist
• Book resources for a class
• Set up suppliers and customers
• Block book resources
• Update and delete resources
Using Oracle Learning Management (OLM), you can book resources for classes of
a particular offering. OLM classifies resource types as:
• Trainer
• Venue
• Others
You can manually define generic resource types, such as overhead projectors, networked
PCs, and stationery, using the Others type of resources.
Note: For backward compatibility, we use ’Trainer’ and ’Venue’ as the
resource types. However, when you define resources of these types, you
use instructor and room. Instructor is a person in charge of delivering a
synchronous offering. Room is the physical room (identifier) where a
class takes place.
Key Concepts
The following key concepts enable you to manage resources effectively using OLM:
Resources 4-1
• Training Resource Key Flexfield, page 4-5
• Resource Booking, page 4-8
• Resource Management, page 4-9
Resources Requirements
In OLM, you can handle the resource management for both classroom and online classes
effectively. The resource management functionality helps you manage the learning
needs of an enterprise using a standard Web interface.
Must You Use only Oracle Application Framework Pages for Resource Management?
No. OLM retains most of the resource-related PUI forms for legacy customers. This
ensures a trouble-free transition for the current OTA users, who wish to migrate to OLM.
Resources
You can specify resource details at the offering and class levels. For example, you can
specify the quantity, maximum usage, and the status of resources that are required to run
classes of a particular offering.
You can also:
• Book resources for a class and at the same time create a payment header to the
supplier, if appropriate.
• In the case of instructors, specify the role, such as demonstrator or primary presenter
for which you require the instructor.
Creating a Supplier
Use the Suppliers window to define organizations that supply instructors, rooms,
equipment, or other resources required for learning. You can then select these suppliers
when you create offerings, define resources, and create payable finance headers.
Note: This window is shared with other Oracle Applications. OLM does
not use some of its fields, including Classifications and Contact Roles.
Resources 4-3
To enter a new supplier:
1. Enter the supplier name and a unique number (depending on your setup
options, OLM may enter the supplier number for you).
2. Click Open to access the Suppliers window.
3. Select the Sites region and click Open to navigate to the Supplier Sites window.
4. Enter the site name. This is only for your reference and does not appear on finance
headers.
5. Select a Country to determine the address style, then enter the address details. OLM
does not use the Site Uses fields.
6. Select the Contacts region. Enter the names, details, and telephone numbers of as
many contacts as you require for this supplier.
7. Save your work.
Creating a Customer
Create and maintain customer names, addresses, and contacts in the Customers window.
Note: The Customers window is shared with other Oracle
Applications. OLM does not use some of the fields in this
window, including Classifications and Contact Roles. If you plan to use
customers in other Oracle Applications, refer to the full documentation
on this window.
See Customers, Oracle Receivables User Guide
To create resources:
1. Define resource types as values for the lookup type RESOURCE_TYPE.
2. Enter your centers as values for the lookup type TRAINING_CENTRE if your
Training Resource key flexfield structure includes a segment for training center.
See Adding Lookup Types and Values, page 12-5
To enter instructors:
1. Enter your instructors.
Depending on how you set up the Training Resource key flexfield structure
for the Trainer resource type, you may have to add instructors before you can
Resources 4-5
select them as resources. You can enter instructors as individuals with their own
addresses. Alternatively, you can simply record that a certain supplier provides a
certain number of unnamed instructors.
You can enter instructors in two ways:
• Use the HR People window to enter your instructors, training
administrators, and managers.
See Entering a New Person, Oracle HRMS Workforce Sourcing, Deployment, and
Talent Management Guide
• To enter the instructor as a contact associated with the supplier, use the
Suppliers, page 4-3 window.
To enter resources:
1. Enter your resources. See Entering Resources, page 4-6
2. Define usage reasons as values for the lookup type RESOURCE_USAGE_REASON.
See Adding Lookup Types and Values, page 12-5
Entering Resources
Use the Resources window to enter and maintain resources, their suppliers, and their
costs.
Prior to entering resources in the Resources window, you may have to create or add to
resource lookup types and values.
See Setting Up Training Resources, page 4-5
To enter a resource:
1. Select a resource type.
2. Enter the resource name. An Additional Information window for the resource
type appears.
3. In the Additional Information window for the resource type, enter a combination of
information that uniquely identifies the resource. For example, enter the name of the
training center and the venue name when you enter a resource of the Venue type.
Note: During resource booking, OLM checks an instructor’s
competency only if the instructor already has a Trainer ID. This
restriction enables you to employ instructors who do not have a
Trainer ID. Also note that the Trainer ID is linked to the field Trainer
Name, not the Name field.
4. When you enter a resource of the Trainer type, enter the name of the instructor
in the Trainer Name field. To use the instructor’s competencies to match the
resource needs of an offering, you must enter the instructor as a person in Oracle
HRMS. Then, choose the person from the Name list.
5. Enter a training center (an organization) to associate a resource with a particular
training center.
6. Enter a location to associate a resource with a particular location.
10. Enter, in number of days, the normal lead time required for booking.
11. Enter the address of the resource, such as the internal address within a training
center.
12. Enter any special booking instructions, such as a delivery address or alternate
supplier.
13. Save your work.
14. In the Amount field, enter the cost per unit of the resource and select a
currency. Enter the unit of measurement, such as one computer or one day’s hire.
15. Save your work.
Resources 4-7
Resource Booking
Resource Booking
You can book resources for the classes of an offering.
Primary Venue
When you book a resource of the type venue, the application automatically identifies the
venue as the primary venue, provided that a primary venue does not already exist. You
can designate only one primary venue for a class, but you can change the primary venue.
This automatic designation does not prevent you from assigning multiple venues to a
class, but it does reduce the chances that no venue is defined as the primary.
If you delete a primary venue and save without identifying another venue as the
primary, a warning message appears. This message does not, however, prevent you
from saving your changes.
Required Resources
You, or your supervisor, may have previously defined resources, and the quantity, that
are required to run classes for a particular offering.
If you define resources as Required, you can book them in two ways:
Resource Management
Use the Resources Booked folder in the Resources Booked window to help you manage
your resources. It helps you determine how effectively you utilize the resources. For
example, you can see all the bookings for a specific instructor or room, or all resources
for a supplier.
You can choose which classes to list and which fields of information to view.
You can also run the Budget and Cost Breakdown report to enable you to view the
profitability of your classes.
See Running the Budget and Cost Breakdown Report, page 5-15
Resources 4-9
See Setting Up Training Resources, page 4-5
2. Use the Offerings page to select the offering for which you want to book the
resource. For a class, use the Classes page. These pages display a list of the available
offerings or classes.
3. Use the Resource Checklist page to view the list of resources already booked for the
offering and update them. For a class, use the Resource Bookings page.
4. For an offering, use the Add Resource page to enter the details of the resource, such
as type, name, quantity, start and end dates, and reason. If a particular resource is
mandatory to run the classes of the offering, specify the resource as Required.
Caution: Ensure that a resource is available on or before the start
date of the offering or class before you book it.
5. For a class, use the Add Resource Bookings page to enter resource information.
6. Save your work.
Viewable Fields
You can view the following fields in the Resources Booked folder:
Booking Placed By: the name of the user who booked the resource
Consumable: these resource types (such as manuals and stationery) are not returned
to stock after the event
Contact Name: the person to whom all correspondence goes
Contact Phone Number: the telephone number of the person to whom all
correspondence goes
Date Booking Placed: the date the resource was booked
Delivery Address: the address where resources are delivered
Event Currency: the currency at which the event is charged
Event Title: the name of the event scheduled
Name: the name and/or location of the venue where the event occurs
No. of Delegates: the number of delegates booked on the event
Normal Cost: the usual cost of the resource without any discounts or other agreements
Price: the price of the event
Primary: the main venue or the main trainer for the event
Quantity: the quantity of a given resource booked for the event
Resource Currency: the currency the resource is charged at
Resource Type: consumable (such as manuals and stationery) and non-consumable
(such as overhead projectors and computers)
Role To Play: the trainer role, such as primary trainer, or onlooker
Status: the status of the event (Planned, Normal, Full, Closed, or Cancelled) for
scheduled events and programs only
Start Date, End Date: the dates for which the resource is booked
Start Time, End Time: the times for which the resource is booked
Resources 4-11
Supplier: the organization supplying the event; for scheduled events and one-time
events only
Suggestion: Since many of these fields do not apply to resource utilization, you might
choose to create separate folders for listing such issues. For example, you could
define a Venue folder by the query Type = Venue and might include the following
fields: Venue, Start Date, and Start and End Times.
Key Concepts
OLM finance and pricing uses these additional key concepts:
Header and Line Types, page 5-3
Finance Transfer Process, page 5-4
How should users of Oracle Order Management handle pricing and invoicing?
For internal classes, use the standard financial functions of OLM. If you are an
independent training vendor who has installed Order Management (OM), however, you
should use OM to handle your external class inventory, pricing, and invoicing.
Header Types
The four predefined types of finance header are:
• Payable - for resource charge finance lines
• Receivable - (superseded by the Order Management integration)
• Cost Transfer - for transferring the cost of training fees or resources between
organizations, departments, or cost centers within your enterprise
Cross-charging for resources is beneficial if you operate a business in which
cost centers within your enterprise or other organizations, rather than external
suppliers, provide resources.
• Cancellation - for superseding a previous header that the application has transferred
to your financial system and that cannot be updated
Line Types
The three predefined types of finance line are:
• Enrollment Charge--an amount receivable from a customer or internal learner
for attending a class
• Prepurchase Charge--(superseded by the OM/Inventory integration)
• Resource Charge--a charge for resource usage under a cross-charge (cost transfer)
header
• Supplier Payment--an amount payable to a supplier in exchange for resources
You can also define your own finance line types, as values for the Lookup Type
FINANCE_LINE_TYPE. For example, you can define types for accommodation charges
or other resource costs you are passing on to a customer.
Note: The only type of finance line that you can associate with an
enrollment is an Enrollment Charge.
New headers receive a default status of Not For Transfer. To transfer a header, authorize
and change its status to Awaiting Transfer. Running the transfer process transfers
all headers with this status and updates them to the status Successful Transfer or
Unsuccessful Transfer.
The other information the transfer process can return to OLM includes:
• External reference
• Date
• Message
• Paid flag
You can also set up other fields of information using the descriptive flexfield.
Cross-Charging:
If you are transferring the cost of training fees or resources between
organizations, departments, or cost centers within your enterprise, use the Cost Transfer
header type, which automatically opens the Cost Transfer tabbed region.
1. In the From Set of Books field, enter a set of books and then fill out the accounting
flexfield segments to specify the Transfer From account.
2. In the To Set of Books field, enter a set of books and then fill out the accounting
flexfield segments to specify the Transfer To account.
Transfer:
1. Select the appropriate status: Awaiting Transfer if you are ready to transfer this
header to your financial system (you must select the Authorized check box to
assign this status), Do Not Interface to prevent further processing of the finance
header, or Not For Transfer.
OLM updates the status of all finance lines that have the same status as the header.
Note: If you are creating a finance header while you are entering an
enrollment in OLM (but not in self-service), the application defaults
generic financial information into the Finance Header window for
you. You must complete all the information before you can save
your work and generate the finance line and identity number.
What to do Next:
• Enter an Enrollment: If you are manually creating a finance header while you are
entering an enrollment, return to entering an enrollment, page 3-7.
Deleting Headers
Before you delete a finance header, you must check if any finance lines exist. If any do
exist (with the status Not for transfer), you must delete them before you can delete a
header.
You cannot delete a Transferred finance line.
Price Lists
A price list catalogs courses and the prices at which they are available between certain
dates.
Important: We recommend that you use OLM’s integration with Oracle
Order Management and Advanced Pricing to handle your for-profit
learning management.
You can set up price lists in any currency. You can quote prices per learner enrollment or
arrange for establish volume discounts for customers. You can create multiple price lists
to account for different suppliers or different seasons. You can easily copy information
from one price list to another and change prices by a percentage.
You can define any number of price lists for a variety of purposes:
• Each year or season
• Different discount bands
• Different suppliers
• Different categories of courses
You can mark one price list per currency as the default to help administrators select a
standard price when they create a class. You can also create discounts on price list entries
using enrollment agreements.
A course can appear on several price lists or more than once on a single price list. For
example, a course can have several entries on a price list if prices differ between dates or
depend on the number of learners attending the course.
Price Basis
You can charge per learner or per customer for a number of learners to attend. The
customer must be associated with the class to be eligible for a Per Customer price. You
associate a customer with a class in the Customers for Restricted Classes window.
Per Customer entries must include the minimum and maximum number of learners to
which the price applies. The following table offers a few examples.
Example 1
Price List 1 is effective for the period 01-JAN-2005 to 31-DEC-2005, and today’s date is
01-SEP-2005. Enterprise Z wants to extend Price List 1 to 31-DEC-2006, starting from
01-JAN-2006. They also want to increase the prices by 10 percent.
The course to which the price list entries apply is effective from 01-JAN-2005 onwards.
In this example, Enterprise Z copies Price List 1 to create the new, extended Price List
2, with the following entry:
Notice that only entry 3 appears on Price List 2. Entries 1 and 2 do not appear because
they were manually terminated to end on 30-JUN-2005 and 31-AUG-2005 respectively
(and today’s date is 01-SEP-2005). Price List 1 ran to 31-DEC-2005 (and is still open). The
application extended the only eligible entry 3 (it ended only because the price list
ended), while the other two entries had already ended.
Example 2
Price List 1 is effective for the period 01-JAN-2005 to 31-DEC-2005. Enterprise Z wants
to extend Price List 1 to 31-DEC-2006, starting from 01-JAN-2006. They also want to
increase the prices by 15 percent.
The course to which the price list entries apply is effective from 01-JAN-2005 to
31-JUL-2005. as described in the table.
Enterprise Z then copies Price List 1 to create the new, extended Price List 3, with the
following entry as described in the table:
Notice that Entry 3 appears on Price List 3 but ends on 31-JUL-2006, because the course
on which the price list is based ends on 31-JUL-2006. Entries 1 and 2 still do not appear
on the new price list.
4. Enter a start and end date to define when the price list is effective.
5. Display the Learner region to make entries priced on a per-learner basis.
6. Select the course, enter the price, and enter a start date. The start and end dates of an
entry must be within the start and end dates of the price list.
7. Display the Customer region to make entries priced on a per-customer basis.
8. Select the course, and enter the price and the range of learner numbers to which it
applies. Enter a start date for the entry.
9. Save your work.
Different Currencies
You can choose a display currency that differs from your normal working currencies. The
report displays a total in your display currency even if the total is made up of a series
of different currencies.
2. Select the organization to which the training plan applies and select the currency
in which the plan will be budgeted.
3. Select the required calendar and period. This will usually be a yearly calendar with a
twelve month period. You may only have one active training plan for any given
date, for your organization.
For more information on setting up budget calendars see Defining Calendars in
the Oracle HRMS online help.
Note: Any training plan or training plan member status that is not
Cancelled is considered to be active.
4. Select a training plan member for the training plan. This can either be a course type
or a course. You are only able to select courses, or course types whose start date
is before the end date of the period, and whose end date is after the start date of
the period.
5. Select the status of your training plan member. You are prevented from having an
active course if the parent course type is also included in the training plan and is
also active.
5. Enter the value for the budget line. If you want to assign the budget value to a
particular employment category, click in the Extra Information field and select the
required employment category. You should only select an employment category for
measurement types that have the Allow multiple values checkbox checked in the
Training Plan Measurement Types window.
Note: You must only have one entry per employment category for
each measurement type. If you enter duplicate records for the same
employment category the reports will only use the first entry, not
sum the entries together.
Priority Levels
You can also create and use priority levels to manage enrollments. For example, if
you have entered more requested enrollments than available places, you can enter a
priority level against each enrollment to help you decide which enrollments to place and
which to put on a waiting list.
Source of an Enrollment
Using Lookups, you can also customize the source of an enrollment, such as a brochure
or agency, or the reasons learners fail to complete a class. This enables you to track
the effectiveness of your class marketing, or to analyze the success rates of certain
classes, for example.
Key Concepts
Class and enrollment tracking relies upon these key concepts:
• Class Statuses, page 6-4
The five default class statuses--Planned, Normal, Full, Closed, and Cancelled--reflect
typical stages in the class life cycle.
• Enrollment Statuses, page 6-4
The five default enrollment statuses--Requested, Placed, Waitlisted, Attended, and
Cancelled--enable you to track and control the progress of enrollments.
• Automatic Waitlist Enrollments, page 3-3
Activating automatic waitlist enrollments automatically moves the first eligible
waitlisted person into a class vacancy.
Create your own statuses as values for the Lookup type EVENT_USER_STATUS.
Enrollment Statuses
Although the application provides these five predefined statuses, during setup you
must name all the statuses yourself. For example, enter the name Requested as the
status that you want to appear for enrollments of the type Requested and associate
it with the predefined status Requested. You must do this for the remaining four
statuses. Alternatively, enter the name Nominated (or another term you wish to use) as
the status that you want to appear for enrollments of the type Requested and associate it
with the predefined status Requested.
Additional Statuses
You can also create your own enrollment statuses from these predefined statuses to
better match the stages you recognize in your business.
For example, you might want to distinguish between cancellations that incur a penalty
fee and those for which there is no charge. You might also use different statuses to track
management approval of a Requested enrollment.
You can use these statuses to manage waiting lists and cancellations, and to trigger
notifications. You can view the history of statuses for each enrollment.
Closing a Class
Even when a class is Full, you can continue entering Requested or Waitlisted
enrollments. If you want to prevent any new enrollments, you can set the class status to
Closed, which automatically cancels any enrollments with the status Requested. You can
then cancel any finance lines associated with these enrollments.
If the class is not full when you close it, you can opt to redefine the maximum number of
places for the class to the current number of Placed and Attended enrollments.
Cancelling a Class
When you cancel a class, OLM automatically cancels all enrollments. You can choose
which cancellation status to use for the enrollments (if you have defined more than
one). You can also choose whether to cancel any finance lines associated with the
enrollments.
Priority Levels
If you have entered more requested enrollments than available places, you must decide
which enrollments to place and which to put on a waiting list in case of cancellations. To
help you decide which enrollments to place, you can enter a priority level against each
enrollment. You define priority levels as values for the Lookup Type PRIORITY_LEVEL.
You can do a mass update of the priority requests to the status Placed, then update the
remaining requests to the status Waitlisted.
If a placed learner cancels, you can choose the highest priority waitlisted learner to
fill the place. You can do a mass update of all waitlisted learners to roll them over to
the next scheduled class for the course.
4. Continue to enter your own status names and status types until you have entered
them all, then save your work.
Content 7-1
Content Administration Tasks
• Design the Content Structure This is a task for curriculum managers outside of
the application. Before creating objects in the application, you should already have
a design of how you want to organize your content, in terms of content folders
and the learning objects and tests within those folders. A folder is an organizing
container for different types of content based on a common factor, such as the subject
matter, training initiative, or audience. Learning objects are logical objects that point
to the actual physical content that the course developer has designed.
• Create the Content Structure Creating a content structure involves creating a
hierarchy of folders and sub folders in the application, then creating learning objects
and tests within those folders.
• Create the Physical Content This is a task for curriculum developers outside of the
application. OLM supports any Web-playable material, so there is no restriction on
the courseware development tools that you choose to create that material, as long as
it is playable on the Web. This stage is not applicable if you have existing content, or
if your content is custom-built by a third party, or purchased off the shelf.
• Store the Content on a Content Server To make the content playable, it must reside
on an accessible web server. Optionally, you can set up a content server, recognized
within OLM itself, to upload content easily to that server location. This stage is not
applicable if you are accessing content that is already stored on a third-party web
server. This stage is not applicable for tests that you create in OLM, using the
Test Builder, page 8-1.
Key Concepts
Content administration uses the following concepts:
• Importing and exporting content, page 9-1
• Online content setup, page 12-16
• Online tests, page 8-1
• Content delivery through the Catalog, page 2-4
Content 7-3
How can you offer online content?
You offer the online content to your learners by associating the relevant learning
object, which you created in the Content page, with an offering in the Catalog. You
create courses and offerings in the Catalog.
Content Structure
Use the Content tab to manage online content. The first step in the online content
management process is designing and planning the content structure based on your
learning needs. Creating a content structure involves creating a hierarchy of folders and
grouping the learning objects and tests within them, to organize the content in a logical
flow and make it easy to find the learning objects you want to reuse.
You can create content metadata manually, or use the application’s powerful import and
export feature to transfer an existing content structure from an external source, such as
content purchased from another company or a content structure available in another
learning management system (LMS). This feature eliminates the need to recreate the
structure manually. See Content Import and Export, page 9-4
Assembling Content
Once you have designed your content structure, and created the folders, you create
the learning objects, page 7-6 that you require, organizing them within the relevant
folders. Learning objects are database objects that provide the metadata to represent
your actual physical content, including the location of the physical content on a
server. Learning objects enable you to organize, reuse, track, and deliver online content.
Assembling Tests
A test measures a learner’s performance, knowledge, and skills. You can create a test in
Flash or HTML, representing it in the application as a learning object that points to the
content. Alternatively, you can use OLM’s test builder to create tests from questions
drawn from a question bank. These OLM tests are a specific type of learning object, but
they do not point to any physical content.
To assemble a test, you create a question bank, write the appropriate questions and
response options, then create the test using the question bank.
Content 7-5
See Test Builder, page 8-1
• Content Location: The Content Location properties identify the location of your
physical content.
• Starting URL is the only field displayed when you select URL Access from the
Type list. The URL Access option indicates that your content is located on an
external content server (not on a content server managed by OLM itself). Specify
the complete path of the content in the Starting URL field.
• Content Server appears when you select Content Server Access from the Type
list. The Content Server Access option indicates that an OLM content server
hosts your content. The Content Server list displays only available OLM content
servers, added using the Setup page. Use the Setup page to add or edit a content
server by entering the host name, port, physical directory and other content
server properties. If you require an OLM content server, contact your site
administrator.
See Content Servers, page 12-16
• Directory represents the directory on the selected content server where the
content is located. This field appears only when you select Content Server
Access from the Type list.
• Initial Field specifies the file launched when a learner accesses a learning object
in the Player. If you do not know the initial page at this stage, you can enter a
dummy file name and update the property later.
Content 7-7
Defining Player Prerequisites
A prerequisite is a required learning object that a learner must complete before beginning
or continuing a sequence of learning. You set a player prerequisite for a learning
object to prevent learners from launching that learning object until they complete
the prerequisite. For example, you can require learners to complete an introductory
sequence of learning before attempting the advanced material, making the introductory
learning object, or hierarchy of objects, a prerequisite for the advanced learning object.
Like other learning objects, prerequisites represent Web-playable material located on
a server. You must create and publish a learning object before you can specify it as a
prerequisite.
The Player Prerequisite link is available from the learning object properties page. You
can assign multiple prerequisites to a learning object, and learners must complete all
prerequisites before they can launch the learning object.
Content 7-9
8
Test Builder
Reporting on Tests
The Test Builder provides a number of statistical screens for you to analyze learners’
performance and test results, either for the test or for individual questions. See
Reviewing Test and Question Statistics, page 8-12.
Key Concepts
To use the Test Builder effectively, you must understand the following key concepts:
• Tasks to Assemble a Test, page 8-4
Before attempting to create and offer a test, first understand the tasks involved.
• Question banks, page 8-9
A question bank is a repository of questions and responses. The Test Builder
can maintain many questions and responses in one or more question banks, to
organize your questions by subject matter, level of expertise, job role, or other
criteria. Question banks help you to manage and reuse questions in multiple
tests. At least one question bank must exist before you create a test.
• Questions, page 8-9
The Test Builder supports five question types, and also supports HTML to embed
multimedia objects and links.
• Tests, page 8-6
Each test that you create draws questions from one or more question banks. You
can select the specific questions that you require in the test, or you can simply
Can you create more than one test that reuses the same questions?
Yes, you can create many questions in a question bank, for example all related questions
for a specific subject, and reuse those same questions in many tests.
Can you display multimedia files and hyperlinks in test questions or responses?
Yes, all text fields support HTML code if you select the Render HTML option when
creating or editing your test.
Can you force learners to take a test before launching specific online content?
Yes, you can define the test to be a player prerequisite for another online learning
object, to prevent learners from attempting subsequent sections of a course, or a separate
course, until they have successfully passed the test.
Test Previews
When creating a test, preview the questions to see how they appear to learners, including
the appearance of any HTML code in your questions or responses. The preview screen
shows the questions, with the correct response indicated by an asterisk (*). It also
provides the question feedback, if any, and the points allocated to each question.
The application provides a Preview option, either a button or icon, on several different
screens, to preview questions at different stages, either when creating questions in a
question bank, or when creating a test:
• Question Banks: Click Preview in the tabular list of question banks to preview all
questions in a specific bank.
• Manage Questions: Click Preview in the tabular list of questions, within a bank, to
preview an individual question.
• Test Section: Click Preview in the tabular list of test sections to preview the questions
in a specific section of the test.
• Test Properties: Click Preview to preview all questions in the test.
Test Creation
Before creating a test, you must have access to at least one published question bank. If
the test you require is based on only one question bank, you can create a "quick test"
directly from the Question Bank, and then edit the test properties, instead of explicitly
creating a separate test.
A test must contain at least one test section and at least one question. When you create a
test, you draw on questions from one or more question banks.
Most text fields in the test properties page support the use of HTML tags, to provide
specific formatting.
A survey is simply a test that is not scored. Setting the test scoring option to Not Scored
enables you to create questions to retrieve information only from learners, as opposed to
testing their knowledge.
Resuming Tests
Select the Is Resumable check box for learners to resume a test if they previously exited or
were logged out without submitting the test. If a learner resumes a test, the application
interprets the next attempt by the learner as a continuation of the same previous attempt.
In the case of a resumed test, learners are taken to the page where they last left the
test. If the time has expired for the test, learners are taken to the page that allows only
submission of the test.
The Resumable Instructions are displayed each time a learner resumes a test. After
reading the instructions, the learner returns to the page that was current at the time
of exiting the test.
If you do not select the Is Resumable check box, the application interprets the next
attempt by the learner as a new attempt.
Scoring a Test
The scoring options are percentage scored, or sum of item scores. If your test is
rule-based (random questions at run time), be aware that the sum of item scores will
Providing Feedback
The default type of feedback is End of Test. Learners respond to all questions before
seeing any feedback. Change the feedback type to After Each Page to provide more
frequent feedback (depending on the value for Questions Per Page). Change to None to
provide no feedback at all, for example for certification tests.
Select Questions Inherit Feedback if you have test questions that do not have defined
feedback, and you want them to inherit (and display) the section or test feedback. (The
default is deselected.)
Deselect Show Correct Answers During Feedback to prevent learners seeing the correct
answers when they review the feedback. This option is useful to encourage learners to
retake the test. (The default is selected.)
Enter text for Correct Response Feedback and Incorrect Response Feedback, to provide
different feedback for the learners’ responses.
Enter Post Test Feedback to display a message to learners at the end of the test.
Questions
A question consists of the question text (or question stem or prompt), plus the possible
responses and feedback (if any).
Use feedback to provide replies to users taking a test. You can provide specific feedback
for correct and incorrect responses to a question. This feedback typically informs the test
taker if they have answered correctly, and can include a learning tip. Alternatively, the
question can inherit more generalized feedback, if any exists, from the test section or test.
The feedback that you provide for a question is shown to the learner as defined in the
feedback option set on the test.
Questions are contained within question banks. To work with a specific question, find
the relevant question bank, and display the list of questions. You can create, edit or
delete questions, or preview a question.
Question Types
The Test Builder provides five question types:
• Fill-in-the-blank (Text Response)
• Fill-in-the-blank (Numeric Response)
• True or False
• Multiple Choice (Single Correct Response)
• Multiple Choice (Multiple Correct Responses)
The text areas of questions and responses support HTML, to embed graphics, video or
other links.
Responses
A response is a possible answer to a question. Questions can have multiple response
options.
When you create new questions, enter response values in the Response Options
region. To edit responses for an existing question, click Manage Responses in the list
of questions. The page displays a list of response values. Use this page to create, edit
or delete response values, or to reorder responses to change the sequence in which
they appear to learners.
Key Concepts
To enable you to successfully import or export metadata, you must understand the
following key concepts:
• Creating and Managing Learning Objects, page 7-6
• Creating and Managing Test Objects, page 8-1
• Managing Content Servers, page 12-16
Supported Specifications
Adhering to specifications ensures that users can access your content and test metadata
across learning platforms without any significant changes.
The application supports the following set of specifications for importing and exporting
content and test metadata:
• IMS
• SCORM
• AICC
IMS
IMS is a consortium of learning institutions and vendors. IMS formulates standards
for learning servers, learning content, and the enterprise integration of these
capabilities. IMS promotes the widespread adoption of specifications that enables
distributed learning environments and content from multiple authors to work
together. IMS develops and promotes open specifications for:
SCORM
Shareable Content Object Reference Model (SCORM) is a specification that was
developed by the Advanced Distributed Learning (ADL) group. ADL collaborates with
governments, academia, and the industry to accelerate effective online learning.
SCORM is a reference model that defines a Web-based learning content model. It is a
set of interrelated specifications that are designed to enable interoperability among
various content providers.
SCORM combines features from other specifications such as IMS and Aviation Industry
CBT Committee(AICC). These specifications enable the reuse of Web-based learning
content across multiple environments and products.
For more information about SCORM, see the SCORM Web site at: www.adlnet.org.
AICC
AICC is an international group of technology-based training professionals who create
guidelines related to computer-based training (CBT) for the aviation industry. Because
these guidelines apply to any CBT, they are also used by other industries for more
cost-effective, efficient, and sustainable training.
The AICC guidelines for computer-managed instruction (CMI) help you create content
that communicates with the broadest base of CMI and learning management systems
(LMS).
More details about AICC are available from their website: www.aicc.org.
• SCORM 1.2 Content Aggregation: Imports both content metadata and content files
• AICC Metadata: Imports an AICC specification file
Content Upload
A separate option in the application uploads physical content files to an OLM content
server, without creating new learning objects in the content structure. Use the Upload
feature on the learning object, or folder, property page to upload only the content
files, when the learning objects already exist.
Importing Objects
You import objects on the Content tab. You can import learning objects or tests into a
folder, or a parent learning object or test. Importing into a parent object creates child
learning objects or test objects within the structure of the selected parent object.
4. This step applies to SCORM imports only, not QTI. Use the Import: Content Location
page to identify the location of the associated content files:
• Define path for URL access to content: specify a starting URL that will be
prefixed to all existing content locations in the metadata during import. This is
applicable if the metadata contains only a directory and file location. This value
will not overwrite a complete URL.
Uploading Content
To upload the content files to an OLM content server:
1. Select the learning object whose content files are to be uploaded.
2. In the relevant property page, click Upload.
3. In the resulting page, enter the details required to upload the content to an OLM
content server. The page displays the following fields:
• Content Server: The Content Server list displays the list of OLM content
servers available to host your content. You can only select from the list of OLM
content servers displayed. This ensures that your content is hosted by an OLM
server. This list is populated from the OLM content servers created in the Setup
tab in the application. If you do not have an OLM content server available, or
require an additional OLM content server, contact your site administrator.
• Directory: Use this field to specify the directory on the OLM content
server, where the zip file contents will be extracted. Enter the highest level
directory in the Directory field as necessary, and use the Initial file field to put in
the sub directories eventually leading to the starting file for that learning object.
• Initial File:Use this field to specify the file that is launched when the learning
object is accessed in the Player.
Note: If you do not know the initial file name at the upload
stage, you can enter a dummy file name and update the
property later.
• File Location: You can upload a single content file or multiple content files to
the OLM content server. To upload multiple files, you can upload them one at a
time, or put them in a zip file, and load them all at once. You specify the location
of the content file or the zip file in this field. If it is a zip file, the application
automatically unzips the contents of this file in the specified directory on the
OLM content server. Your content files are transferred from your local directory
onto the OLM content server.
Key Concepts
You must understand the following key concepts to manage your learning, and that
of your employees, effectively:
• Enrollment, page 3-1
• Class and Enrollment Statuses, page 6-4
• Learning Paths, page 2-8
The home page also displays a list of notifications, if you have any. You can view more
details and take whatever action is necessary.
Use the Browse Catalog section to find information about categories. This includes
details of associated subcategories, courses, and learning paths.
Learning History
Use the learning history page to view your past learning details, for courses that you
have completed, or that have expired or been cancelled, or that you have chosen to move
from your home page to the learning history.
Note: To move a course from the home page to the learning history
page, click Move to History for a specific course on the home page.
The learning history page displays up to four sections, depending on the setup of your
application: Courses, Learning Paths, External Learning, Expired Learning.
In the courses section, you can continue to play completed online courses from the
learning history page. You cannot play online courses for which your enrollment
is cancelled.
The learning path section includes past learning paths from all sources, whether you
created the learning path yourself (learner) or subscribed to a manager or catalog
learning path.
The expired learning section displays the courses that have passed their end date. You
were enrolled in a scheduled class but attendance has not yet been registered or your
online self-paced class has expired and can no longer be played.
External learning is learning that was conducted by a supplier outside the
organization, and that is not a recognized course within the application. If
applicable, either you or your manager can enter external learning records.
Legacy Courses
Warning: If your enterprise has never used OTA, you should not use
the functionality covered in this Legacy OTA area. Instead use the
windows and pages available from your Oracle Learning Management
Administrator menu.
To enable you to design and build all your courses, OLM provides these components:
• Courses
• Classes based on a course
• Programs (of classes)
• Sessions
• Class Types, Concurrent Versions, and Versions
• Generic information for a course
• Categories
• Competencies
• Resources
• Class types you can create
• One-Time and Development Events
Enrollment Agreements
An enrollment agreement is an arrangement with a customer about the price or method
of payment for one or more classes. You can set up a discount or prepurchase enrollment
agreement to meet the needs of your customers.
Discount Agreements
A discount agreement offers a percentage discount on the price of:
• One class
• All classes on a price list
• All classes in a package
• All classes scheduled for one course
The standard price to be discounted is the one defined for the class or, in the case of
agreements based on a price list, the amount defined on the price list.
You can limit the agreement to a maximum number of places per customer for each class
or for all classes to which the agreement applies.
It can be open to all customers or restricted to one customer. When you create an
enrollment for an eligible customer and class, you can select the discount agreement. The
amount on the enrollment charge finance line is discounted automatically. You receive
a warning if the enrollment will make the customer exceed the maximum number of
places that they can enroll under the agreement.
Prepurchase Agreements
A prepurchase agreement is an agreement with a single customer, based on a price
list. The customer agrees to spend a certain sum of money (or training units) on classes
listed on the price list. The agreement may incorporate a percentage discount on the
prices defined on the price list.
You define the agreement then create a finance line specifying the amount of money or
training units the customer wants to prepurchase. The customer can supplement this
amount at any time before the end date of the agreement. The Enrollment Agreement
window always shows the amount prepurchased, which is the sum of all finance lines
of type Prepurchase Charge that reference the agreement. It also shows the balance
Creating a Course
Use the Courses window to create training courses.
Note: Courses (RCOs) imported from Oracle iLearning prevent data
entry into several fields in the Courses window. To change information
such as Course Name, Description, Audience, and Language, you must
change the RCO from within OiL.
To create a course:
1. Enter a type and description for the course.
2. Uncheck the Concurrent Courses box if you want to prevent the creation of multiple
courses of this type with overlapping validity dates. If you uncheck the Concurrent
Courses box, you cannot create a course with validity dates that overlap another
course of this type.
3. If you are using Oracle Order Management to manage external learning, enter
your inventory organization and the inventory item to which you want to link the
course. OLM automatically populates the Name field with the item description you
gave in the Oracle Inventory module.
4. If you have not set up the course in Inventory, enter a name and description for this
course. It is this name (not the course type name) that you see elsewhere in OLM.
5. Enter the dates for the course. You must enter the start date, but the end date
is optional.
Caution: If you end-date the course, you must enter an end date for
the associated resources. This end date must occur on or before the
end date of the course.
What to do Next:
• Entering Competencies Delivered: If you are using the competence approach, you
can enter the competencies and proficiency levels that your training courses deliver.
See: Entering Competencies Delivered by a Course, page 11-5
• Entering Special Information Types Delivered: If you have set up special
information types, you can enter information about them.
See: Entering Special Information Types Delivered by a Course, page 11-6
• Entering Required Resources: You can specify resources that are required or useful
to run classes for a particular course version.
See: Entering Resources Required for a Course, page 11-6
• Copying Objects: You can copy objects from an existing course into a new course.
See: Copying a Course, page 11-7
Ensure that the dates you enter cover a wide enough period to enable you or other
learners to book the resource for classes in the future.
9. Continue to enter useful or required resources for the course version.
10. Save your work.
Copying a Course
If you are creating a new course that is based on an existing one, you can copy some or
all of the features of the existing course. In addition to the basic course information, such
as objectives and duration, you can choose to copy:
• The categories you have entered to classify the course and to include it in programs
and discount packages
• The resources that are required or useful for the course
• All the entries of this course on price lists
• The competencies or skills that students normally achieve by undertaking the course
You can combine the following criteria to find the classes that best match your learner’s’
requirements.
• Date
Classes that are currently enrolling, or starting on or after a certain date
• Resource
Classes taking place at a given room, or using a particular instructor or other resource
• Training center or location
Classes under the control of a given training center, or held at a specific location
• Customer, supplier, or sponsor
Classes set up for a customer, provided by a particular supplier, or sponsored
by a particular organization
• Course, category, or category type
Step 2 - Create a Price List on which the agreement is based, page 5-13.
Classes to Create
Warning: If your enterprise has never used OTA, you should not use
the functionality covered in this Legacy OTA area. Instead use the
windows and pages available from your Oracle Learning Management
Administrator menu.
Programs
A program is a series of related classes that you schedule together, such as an Induction
program for new starters, or a Retirement Preparation program.
You might have a number of training courses that you regularly run as a program. If
so, you can categorize these courses using a category with the usage ’program’ that
you have set up for this purpose. When you are ready to schedule this program, you
select the category in the Programs window, and the system automatically creates
a class for each course in the category.
For example, each year you might run a New Manager program, consisting of the courses
’Project Management’, ’Budgeting’, ’Team Building’, and ’Appraisals and Interviews’.
Subgroups
You can create subgroups of classes within the program to help those making enrollments
choose the classes on which to enroll. For example, the first two classes in a conference
program might be required. Then there might be a further 12 classes, divided into three
groups of four, with the instructions that learners must ’Choose two of four groups’.
You must create the subgroups as lookups before you create the program.
Automatic Enrollment
When you later enroll learners onto a program, you can choose whether or not to enroll
learners onto all classes within the program automatically.
Program Pricing
You can charge learners one price for the whole program rather than for individual
classes. This is beneficial if, for example, learners can select classes of different prices
from a program, or if some classes within the program are charged in different currencies.
Program Customization
Classes within a program are not restricted to courses within the selected program
category. If you need to create a special program--to meet an individual customer’s
requirements, for example--you can remove classes from the regular program and
add any number of additional classes.
Program categories are just a convenient way to group courses that you typically run
together so that you can schedule the program quickly.
Program Security
If your enterprise uses organization security for programs and enrollments, only users
who belong to the appropriate sponsoring organization can secure the program. If you
belong to the sponsoring organization, you can update and delete the program and
enroll learners onto the classes later. If you are not assigned to the organization that
Development Events
If you want to use Oracle Learning Management to schedule and manage the
development of new training courses, or to enhance existing courses, you can create
a Development Event.
The main advantage of creating a development event is that you can plan for and control
the costs of classes. For example, you can set a budget for the development event, then
allocate resources and calculate the actual costs for the event.
You can also cost the event in detail by booking resources down to the minute.
Note: You cannot enroll customers into development events.
Now, only junior administrators assigned to the Sales, Marketing, and Training
organizations meet the attendance criteria.
Scheduling a Class
Use the Scheduled Class window to create new scheduled classes based on courses. To
create Self-Paced classes, page 11-25, use the Self-Paced Class window.
To schedule a class:
1. Enter a title to identify the class, or leave the Title field blank if you want OLM to
generate a number when you save the class.
2. Select the course you want to run. Certain information (such as the status and the
course duration) defaults from the course, but you can override it.
3. In the Training Center field, select the training organization that controls the
location of the class.
6. Enter the start and end dates. You leave the dates blank only if you want to create
a class with the status of Planned. You might want to do this if you are gauging
demand for the class.
If you do not enter dates, the class cannot attain the status Normal and you cannot
select an enrollment agreement when enrolling learners in the class.
7. In the fields next to the Start Date and End Date fields, enter the start and end times
(in the format 14:00 for 2 pm), if you want to create sessions for the class. Ensure
that the times you enter start on (or before) and finish on (or after) the earliest
and latest session times.
If you are creating sessions, you must enter start and end times.
8. If Order Management has initiated the class, OLM automatically populates the
Order Number and Line Number fields in the Order Details region. You cannot
enter data into these fields.
If the order has come from OM, you cannot delete it, but you may cancel it.
What to do Next:
• Restrict an Internal Event: You can restrict an internal class to selected
employees. Press the Assignments button.
See: Restricting an Internal Class to Selected Employees, page 11-29.
• Enroll Customers in Secure Customer-Based Classes: You can enroll customers in
secure customer-based classes.
See: Enrolling Customers for Restricted Classes (Secure Customer-Based), page 3-9.
• Create Class Sessions: You can create sessions for the class. Press the Sessions
button.
See: Creating Class Sessions, page 11-21.
Scheduling a Program
Schedule programs of classes in the Programs window.
Booking Resources
You are now ready to book resources for the development work. See: Booking
Resources, page 11-51.
10. Add up the costs of each resource you book (displayed in the Cost field) to calculate
the overall cost of the development work.
2. Enter the price basis details for the class. Ensure that the finance line uses the same
currency as the price basis for the class:
• If the price basis is Student, you can select a currency and a price. This price
becomes the standard class price, which appears in the Enrollment Details
window. However, users with a qualifying responsibility can charge a different
amount when they enter enrollments.
Note: You cannot change the price basis if finance lines for
enrollments already exist for the class.
What to do Next:
• Restrict an Internal Class: You can restrict an internal class to selected
employees. Press the Assignments button.
See: Restricting an Internal Class to Selected Employees, page 11-29.
• Book Resources: You can book resources for the class.
See Booking Resources, page 11-51
Saving the New Maximum Numbers Without Selecting from the Waiting List:
1. Choose No if you do not want to select a learner from the waiting list. The class
status remains Full, however, so that any subsequent enrollments do not receive
higher priority than the currently waitlisted learners. Before you switch the status
to Normal, you may wish to manually place the currently waitlisted learners
in the class.
If you want to check the changes you have just made, requery the class and check
the maximum number field reflects the new number.
3. Check the Enrolling box to find classes that are currently enrolling.
4. Enter a class title, course, training center (the organization that controls a
location), location (not the room), class status, or sponsor.
5. Enter a date and select a value in the Date Usage field to define how the search
should use the date you enter. For example, if you select Currently Running, the
search retrieves classes that are scheduled to run on the date you enter.
6. Enter a week number from 1 to 52 to find classes that are running in that week of the
year. Week 1 begins on the first Monday in January.
7. Choose the language in which the class is taught.
8. Enter a supplier or customer.
9. Enter up to three rows of category types, categories, instructors, rooms, or other
resources as search criteria. Use the Matching option buttons to choose whether to
retrieve classes that match all the rows you enter (Full Matching) or at least one of
the rows (Partial Matching).
For example, suppose you want to find all the classes in the categories Day Release
and First Aid. You must select Day Release in the Category field of the first row and
First Aid in the Category field of the second row, then select Full Matching.
Note: In the three rows you can select any Delivery Method as a
category. If you want to find only primary delivery methods, use
the Primary Delivery Method field.
10. Select a course information type and enter course information that denote an
expected outcome from the classes you want to find.
11. Choose the Find button. OLM opens the Search for Class window, which displays
classes that match your criteria.
The integration of Oracle Training Administration (OTA) with Oracle iLearning (OiL)
enables OTA customers to administer, design, and offer online training events to their
own employees.
The first phase of OTA’s integration with OiL maintains each product’s distinct
identity, using XML and concurrent processing to shuttle information between
applications, combined with a self-service interface to handle e-class enrollments and
player access.
For specific information concerning OiL site administration within the integration, see
Oracle iLearning: Site Administration Guidelines for the OTA Integration, page 11-39
For specific information regarding the creation and distribution of RCOs and offerings
within the integration, see Oracle iLearning: Content Assembly and Scheduling in
the OTA Integration, page 11-41
Terminology
OTA and OiL use different terms for a few key concepts. The terms are often functionally
equivalent, not exact: for example, OiL RCOs provide access to the actual course
content, while activity versions only reference the resources that may constitute course
materials as described in the table.
OTA OiL
Event Offering
Students Learners
Business Groups
OTA Business Groups, whether global or local, map one-to-one with OiL Sites (called by
the OiL Site ID). In other words, each OTA Business Group can share data with just one
OiL Site ID. Multiple Business Groups cannot share a single OiL site, nor can a single
Business Group share multiple OiL sites.
Concurrent Programs
OTA and OiL exchange information by way of three XML-based concurrent programs:
• iLearning User XML Export, which exports user data to OiL;
Self-Paced Events
The integration uses a new event type and window called Self-Paced Event. The window
closely resembles the Scheduled Event window. When you import offerings from
OiL, they become self-paced or scheduled events, depending on the offering type.
You can query these events in their respective windows or search for them in the Event
Search window, just as you would any event originating in OTA. The main difference is
that, as with the imported activities, you cannot update fields containing information
originating in OiL.
Note: You cannot create sessions for a Self-Paced Event.
Enrollments
OTA handles all enrollments. Do not enroll or unenroll learners from the OiL admin
interface.
Cross-Charging
Learners can cancel enrollments if their status is Placed, Requested, or Waitlisted, but
their cost center is charged once the OiL Player has run.
Learners can select a cost center from the popup list in the self-service enrollment
window if:
• cross-charging is enabled, and
• cross-charging defaults to their primary assignment, and
• they are assigned to multiple cost centers
Approvals
Workflow defaults to Self-Approval. The implementation steps detail the tasks necessary
to require Manager Approval.
Self-Service Interface
The integration employs a redesigned Oracle Training Self-Service interface. Features
include:
The Oracle iLearning site specifically serves internal users requiring both web-based and
instructor-led training, and who are registered users within the OTA application. This
integration does not currently support external users--only your organization’s
employees can enroll in and take courses originating in OiL. Create a separate site, or
sub site, in OiL for these external users.
Note: For simplicity, throughout this document we abbreviate Oracle
iLearning to OiL.
The following instructions assume that you are familiar with the general concepts
of OiL. Each section describes the specific requirements and restrictions in an
OTA-integrated implementation only. For detailed training and instructions on all OiL
features and functionality refer to the OiL help system and online training courses.
3. From the Users tab, create one organization called OTA Learner. This integration
does not support multiple organizations.
4. Define default self-enrollment conditions for the OTA Learner organization. Select
the site name in the navigator tree. Navigate to More, then Manage Enrollment
Conditions. Add OTA Learner to the self-enrollment condition.
5. Define the languages available to content assemblers in OiL. On the site properties
page, enter the upper-case language codes found in the standard Oracle Applications
(FND) table, page 11-45. Enter the values from the Language_code column into
the Name field. Note that this list of language codes applies to content metadata
only, not to the OiL interface itself. The language table does not indicate the
languages into which the OiL interface itself is translated.
Warning: Use only the languages and codes appearing in the
table. You must enter at least one language code.
6. Define Trusted URLs for the OiL site. Trusted URLs enable the user to be
authenticated in OTA, then gain immediate access to the OiL player at run time.
Determine all URLs in OTA from where users will launch the OiL player--that
is, all your OTA Self-Service URLs. On the Trusted URLs page for the site, enter
the URLs for each OTA page.
Note: The URLs within OTA are often long and may
differ even for the same pages, because of multiple
parameters. Therefore, minimize the URL string by using the "starts
with" option. For example: mymachine.cisco.com/somepath/.
OTA:iLearning Site ID
Enter the OiL Site ID number provided by the OiL System Administrator.
You must then repeat the step for any responsibilities to which you have given
Self-Service access.
Note: If you want to test the integration before you go live, you must use
both a different OTA Business Group and a different OiL site, to avoid
linking your test group and site to your live group and site.
OTA-side tasks
Execute the iLearning User XML Export program from your OTA administrator
responsibility.
The User Export program takes three parameters: iLearning Site ID, Start Date (and
time), and End Date (and time). In the Site ID field, enter the number you entered in the
OTA:iLearning Site ID profile.
Warning: Initially, you may need to export thousands of users, especially
if you have chosen to use a global Business Group. To ensure smooth
operation, we suggest that you adjust your start and end dates and times
to restrict exports to no more than 2,000 users at a time.
The User Export program generates an XML data file and a log file. The data file
includes user names, HR (FND) user IDs, and a random string that uniquely identifies
the user in OiL. To import the users into OiL, the OiL System Administrator must
have physical access to the export file, which typically sits in the standard concurrent
manager file directory.
Run the concurrent program manually, not automatically. This ensures that the export
does not run automatically more often than the manual import in OiL.
Note that the output file generated by this concurrent program must end with the
suffix .xml or OiL generates an error message during the user import. You can choose
the Reports > View Report menu item to view and save this file locally from your
Training Administrator responsibility.
OiL-side tasks
The OiL administrator who performs the import must be a trusted and secure user, as
this user requires access to the OTA directory containing the export file.
Ensure you select the OTA Learner organization before performing the import. If you
select the site and choose Import, you receive a permissions error. If you select a
To avoid an error, set the ’Server Proxy Set’ parameter to FALSE (its default value is
TRUE).
If you have installed AutoConfig follow the instructions with that tool for setting their
values.
If you do NOT have AutoConfig installed, then log in as SYSADMIN and set site-level
values for these profile options values using the System Profile Option Values window.
Note that if both OTA and OiL both reside on the internet, or if both reside within your
firewall, you do not need to enter any proxy values.
For ’Applications Server-Side Proxy Host And Domain’ and ’Applications Proxy Port’
enter the host name and port number for the proxy server.
’Applications Proxy Bypass Domains’ indicates the hosts that should be connected to
directly and not through the proxy server. The value can be a list of hosts, each separated
by a ’|’, and you can also use a wildcard character (*) for matching. For example, the
value "*.foo.com|localhost" would indicate direct connections should be made to all
domains ending with ’foo.com’ or to ’localhost’.
When you schedule this program to repeat periodically, be sure to check the "Increment
date parameters each run" check box.
You can query any offerings imported with the delivery method "eStudy" from the OTA
Self-Paced Event window. You can query any offerings imported with the delivery
method "Scheduled" from the OTA Scheduled Event window. If OiL delivery methods
do not already exist in OTA, the application creates them automatically.
Warning: Do not use duplicate RCO or Offering names. Such records
fail to import.
• Field Length Restrictions: RCO and Offering names must not contain more than
80 characters each. RCO descriptions, audiences, and objectives must contain
no more than 2000 characters.
• Payment Server: Use the OTA payment mechanism, not the OiL payment server
functionality.
• Prerequisites: Prerequisites still work to restrict learner access until a prerequisite is
completed. However, be aware of the following:
• Since OTA does not recognize RCO hierarchies, the Content Import
program transfers descriptions only from top-level RCOs, not from nested
RCOs. Therefore, your top-level RCO descriptions must include all critical RCO
information, including prerequisites.
• When launching a course, learners receive an error message if they have
not met a required prerequisite. They must exit the player, and launch the
prerequisite first.
• Resource Management: Use the OTA scheduling mechanism to manage
resources, once the offering and content information is transferred. The
integration ignores OiL resource management functionality, including resource
types, resources, and booking resources.
Scheduling Guidelines
• Enrollment: Never unenroll a learner directly from OiL. Always use OTA to
unenroll learners from events.
• Enrollment Conditions: Do not change the enrollment conditions for any object.
• The enrollment must remain completely open in OiL, since OTA controls access
to all courses.
• Restricting enrollment at any other level prevents access from OTA.
• Always use the self-enrollment condition to enroll students in OiL courses.
US AMERICAN
GB ENGLISH
F FRENCH
D GERMAN
DK DANISH
NL DUTCH
SF FINNISH
AR ARABIC
N NORWEGIAN
E SPANISH
S SWEDISH
JA JAPANESE
KO KOREAN
PT PORTUGUESE
HU HUNGARIAN
CS CZECH
BG CATALAN
HR CROATIAN
EL GREEK
IW HEBREW
I ITALIAN
LT LITHUANIAN
PL POLISH
RO ROMANIAN
RU RUSSIAN
SK SLOVAK
SL SLOVENIAN
TH THAI
TR TURKISH
EG EGYPTIAN
OTA: Default Course Responsibility <course title> Yes for OiL integration
for iLearning interface only
Skills Information
If you are not developing the competency approach, you can define skill types to record
the qualifications, knowledge, and experience provided by courses.
You can hold skills information in OLM. You can define each skill type as a Special
Information Type using the Personal Analysis key flexfield. This means that you can
define different data entry fields for each skill type, to vary the information that you
hold or the way it is recorded. You can also determine how each field (or segment of the
flexfield) is validated.
For example, you can set up a skill type called Management with the following segments:
• Competence (with a list of valid values such as Project Planning, Negotiation, and
Budgeting)
• Level (with a list of valid values such as A.1, B.1, and B.2)
You can record skills against courses, as expected outcomes. You can also use skills as
selection criteria when you are searching for classes that match a particular profile.
If you use Oracle Human Resources, you can record the skills held by
employees, applicants, external learners, instructors, and other people held in your
system. You can also select skills as requirements for particular jobs and positions in
your enterprise, and use this information for skills matching.
Legacy Resources
Warning: If your enterprise has never used OTA, you should not use
the functionality covered in this Legacy OTA area. Instead use the
windows and pages available from your Oracle Learning Management
Administrator menu.
Booking Resources
You enter resources using the Book Resources window.
When you book a resource of the type venue, the application ensures that the class has
one venue type identified as the primary venue, the main venue for the class. You
can, of course, designate only one primary venue for a class, but you can change the
primary venue.
Search for Class Window
When you open the Resource Bookings window, the Search for Class window also
opens so that you can select a class for viewing or entering bookings. In the Search for
Class window, you can:
• Select a folder to view the classes for a predefined query.
• Use Query-by-Example to retrieve a list of classes in the folder.
To change the primary venue, see: To change the Primary Venue, page 11-54.
1. In the Other Details tab, enter the session times (in the format 14:00 for 2 pm)
covered by the booking.
2. If the resource is an instructor, select the instructor role, such as primary trainer
or onlooker.
3. In the Max Usage field, enter the maximum number of delegates that can use the
resource--for example, the maximum number of people a room can hold.
4. In the Delivery Details tab, enter a free text contact, telephone, and location to
record where to deliver the resource.
5. In the Provider Details tab, enter the supplier and the training center name and
location.
If you have not yet created the finance header, choose the Finance Headers
button. Create a new Payable header, which must use the same supplier and
currency as the resource you are booking.
See: Creating a Finance Header, page 5-5.
To cross charge resource expenses for the Others category of resources:
1. Save the resource booking details without closing the Book Resources window
and then click the Finance Headers button.
Important: Ensure that you attach a price to the resource before
you start the cross-charge process.
2. Enter the relevant cost-transfer details, such as the General Ledger cross-charge
information in the Finance Headers window.
Checking Resources
You can use the Resources Booked window to help you manage your resources. It can
help you to check on resource utilization and effectiveness.
This window uses folders so you can choose which classes to list and which fields
of information to view.
To check resources:
1. Query the class for which you want to check resources in the Search for Class
window (if the class is not displayed already).
2. Select the class then switch to the Book Resources window.
3. Choose the Resource Booked button.
4. Query the room, supplier, or other criteria for which you want to check resources.
Viewing Resources
You can view resources that have been booked for all classes, or selected classes. You
view resources using the Book Resources window.
7. Choose Find to display the qualifying resources in the Resources Booking window.
Lookups
Lookups provide lists of valid values on certain fields. For many types of code you can
add your own values and change the values that are predefined. Lookups not only
ensure that all users use the same terminology, they also speed up data entry.
Profile Options
A user profile is a set of changeable options that govern a range of features, including
waitlisting, interactions with other applications, and the automated creation and transfer
of financial details.
Lookups
Lookups provide lists of valid values on certain fields throughout the application. These
lists:
• ensure that all users use the same terminology, which makes it easier to enquire and
report on the information; and
• speed up data entry by enabling you to enter just enough to identify the value, letting
the system complete the entry.
Each list of values, called a Lookup type, consists of a code and a meaning. For
example, the lookup type YES_NO contains a Code Y, meaning Yes, and a Code
N, meaning No. Users do not see the codes.
Each Lookup Type supports a maximum of 250 Lookups.
User and Extensible Lookups, page 12-4 lists the predefined Lookup types with an
access level of User or Extensible.
Key Flexfields
You can set up an unlimited number of structures for key flexfields. Each separate
structure can contain up to 30 segments.
You do not have to define structures for these flexfields before you begin using
OLM. Define them only when you want to define learning resources and additional
personal information.
OLM provides two key flexfields:
• Training Resources, page 4-5
• Personal Analysis, page 11-48
The Training Resources key flexfield is an essential feature of the application. The
optional Personal Analysis key flexfield enables you to define and track information
about the people in your system.
If you do not run Oracle Financials, you must also define an accounting flexfield. If you
already run Oracle Financials, the flexfield you require already exists.
Note: Avoid segments containing information that may change
regularly. The application does not keep a history of changes to the
combinations you create.
Descriptive Flexfields
Many windows include a user-definable descriptive flexfield. You decide the windows
in which you want to record additional information. Each user-definable descriptive
flexfield contains 20 segments. After you define a descriptive flexfield, the application
treats the segments as part of the window.
For each segment, you can define its prompt, the type of data it can contain, and the
values a user can enter. You can provide a list or range of valid values. You also
control the size and display characteristics of each segment and the order in which the
segments appear.
You can define two types of descriptive flexfield segments:
• Global segments, which always appear in the window.
• Context-sensitive segments, which 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 zone.
For example, a segment to hold a cost code might appear only for internal learner
enrollments.
Note: Some descriptive flexfields appear in more than one
window. Check all of the windows that use a descriptive flexfield before
you define any of the segments. This check is especially important if
you intend to make the flexfield context-sensitive to another field. You
must ensure that the reference field is present in all of the windows that
use the flexfield.
Additional Budget Values Details Training Plan Budgets, Training Plan Member
Budget, and Training Plan Events Budget
Additional Learning Path Member Information Create and Update Learning Path Component
Additional Plan Cost Details Training Plan Costs, Training Plan Class
Costs, or Training Plan Student Costs
You can use these descriptive flexfields to add new address styles or to change the
styles provided.
Oracle HRMS also provides context-sensitive segments to hold each line of the
address. The available address styles represent the contexts for these flexfields. The
values used are the territory codes that appear in the FND_TERRITORIES table. You can
use only one Address Style for each Territory in the FND_TERRITORIES table.
These flexfields provide address styles as startup data. For additional address styles, you
must define a new context and segments.
To change the address style for any country, disable those segments that you do not
require. Then define new segments to record your own information.
Warning: If you change the predefined styles, upgrading Oracle HRMS will overwrite
your changes. If you add styles, any new startup data that contains address styles for
these countries may overwrite your changes.
Organization Definitions
Define a business group 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.
Business Groups
The business group is OLM’s fundamental organizational unit. All the other information
you enter belongs to one business group. You can set up several default options that
apply across the business group. Unless you are implementing a global business
group, you cannot view information online for more than one business group at a time.
Many enterprises decide to use just one business group to hold "live" information so they
can display, report, and manage all their information at the same time. However, you
may want to set up multiple business groups in the same installation because:
• You want to have a copy of your live system with example records for training or
testing purposes.
• You are a holding company or corporation with a number of subsidiary companies
who manage their learning quite separately.
Global or Local?
You can now implement a Global (single) business group, to define all your training
structures only once, and enable learners from other business groups to enroll in classes
in the global business group. If you are not running or planning to run a localized
version of OLM, you use the OTA:Global Business Group profile to set your business
group to global.
Running a globalized training organization can result in a more efficient use of
resources, greater flexibility and control over classes, and simplified enrollment and
accounting procedures. For example, you can quickly identify a Spanish-speaking
instructor from Spain who can teach a class in Argentina. If the class and instructor
belonged to different HR business groups, you could not view them together at the same
time, leading you to miss the appropriate match. However, if you plan to take advantage
of the delivered extensions for French legislation, do not implement this global
setup. Instead, implement OLM with a French Legislation for your business group.
Warning: Once you have set up a global business group, it is impossible to
switch to a local business group. So, if you believe you will require a
localized (in other words, country-specific) version of OLM in the
future, implement a local OLM business group. Note, too, that any
responsibility can view either global or local classes, but not both.
Organizations
In Oracle HRMS, organizations are the internal departments, divisions, sections, and
units that comprise the reporting structures within your enterprise. They can also be
Before you define organizations, enter their site addresses using the Location
window. Several organizations can share one site address. Use the Organization window
to define a business group and internal training organizations.
Creating Locations
Create addresses in the Location window.
Note: Locations are shared across business groups in Oracle HR and
with many other Oracle applications. Oracle HR uses only some of the
fields in the Location window. The others are disabled for HR users.
Removing Locations:
You cannot delete locations, but you can make them inactive.
Content Servers
Defining a content server is not mandatory. OLM can play content associated with any
URL. This can be a third-party web server, or your own web server, inside or outside a
firewall.
However, if you define one or more content servers within OLM, you can transfer
content to the server through the OLM interface, with no requirement for an ftp
server, using the Upload and Import utilities:
• Load files from a local machine to a content server--Upload (on folder or learning
object details page)
• Load files contained within a SCORM 1.2 zip file from a local machine to a content
server--Import (on folder or learning object details page)
Content Security
An OLM content server does not automatically provide any additional security to
your content. Learners can access the content direct from any browser, if they know
the URL, unless you explicitly protect the server, using operating system or software
authentication.
SCORM Adapters
Set up a SCORM adapter if your content explicitly uses SCORM CMI calls.
The Oracle SCORM adapter enables SCORM-compliant learning objects to communicate
with OLM 11i using the SCORM JavaScript API. The adapter is necessary to avoid the
JavaScript security restriction that HTML documents in two frames cannot communicate
unless they are downloaded from the same Internet domain. Learners cannot launch
SCORM-compliant learning objects in the OLM player until you have installed this
adapter.
If your content does not contain SCORM CMI calls, the SCORM adapter setup is not
necessary. You can perform these steps later, if your company purchases or develops
SCORM content at a later time.
Diagnosing Problems
If you or your learners encounter problems when playing SCORM-compliant
content, and you have verified that the URL properties of the SCORM adapter are
correctly set up, select the check box, Show diagnostic messages, on the adapter
properties page.
This option displays diagnostic messages in the browser’s Java console, when you
launch and play the content. The messages show each CMI function call made by the
content, the arguments to the call, the messages sent to and from the server to execute
the call, and the value returned from the call.
Note: The Java console must be enabled in the browser for you to see
the diagnostic messages.
Competencies
If you have installed Oracle Human Resources, you can maintain competencies for
courses and learners. Competencies hold the qualifications, attributes, and knowledge
that learners gain from attending classes.
You can also allow specific users to add the competencies delivered by the class to a
learner’s competency profile.
To use competencies, you must set up a framework of competencies.
See Career and Succession Management, Oracle HRMS Workforce Sourcing, Deployment,
and Talent Management Guide
Warning: Do not use this software as the sole method of assessment for making
judgements about hiring, performance, or deployment. Your company may
be held liable if you rely on incorrect computer data or computerized rules
to make such judgements.
It is the customer’s responsibility to take all appropriate measures to
comply with the Data Protection and Privacy laws of the countries
in which they operate.
All personal information that you store or use with this software must
be up to date, accurate, and relevant. You should confirm the details
of the restrictions that apply to the computerized storage and use of
personal information with your own legal department or representative.
Currencies
You can use multiple currencies to hold price and cost information in OLM.
Your startup data includes the definitions of all world currencies. These definitions
are shared by all Oracle Applications and are controlled by the system administrator
responsibility. You enable those currencies in the Currencies window.
You can never delete a currency, but you can disable it.
Note: You must enable at least one currency as the default currency
for all information related to money. This default is known as the base
currency for your business group.
Cross-Charging
For internal classes, OLM can charge a learner’s cost center when the learner enrolls in
an OLM class. The cross-charge accounting window enables implementers to establish
links between OLM and Oracle General Ledger. Several system profiles control
automatic cross-charging.
Ensuring accurate cross-charging of enrollments takes five steps:
1. The learner enrolls in a class.
2. The application automatically creates finance headers and lines, as long as the
implementers have accurately mapped accounting fields between OLM/HR and
General Ledger.
See Setting Up Cross-Charge Accounting, page 12-24
3. Once the course has finished, the learning administrator marks the learner’s
enrollment status as Attended.
4. The administrator runs the Create Cross Charging GL Lines for Transfer concurrent
process.
5. To complete the cross-charge transfer, the administrator runs the Journal Import
process in GL.
Note: For OLM to transfer the costs, the Oracle GL application must
contain the Journal Import source Transfer.
Financial Security
Set up financial security to restrict which users can enter, update, and delete financial
information, and which ones cannot.
Standard Amounts
To prevent users from updating and deleting standard amounts, enter the function
OTA_FIN_PRICE_NO_UPDATE on the menu for that responsibility.
Enabling Currencies
Use the Currencies window to enable or disable currencies.
To enable a currency:
1. Query the currency you want to enable.
2. Select the Enabled check box.
3. Save your change to enable the currency.
To disable a currency:
1. Query the currency you want to disable.
2. Deselect the Enabled check box or enter an end date for the currency.
3. Save your changes to disable the currency.
4. If you use the HR Costing Data Source, select from one of four
choices: Assignment, Business Group, Organization from Assignment, or Sponsor
Organization. If you select Sponsor Organization, then the Sponsor field in the
Scheduled Class window must contain an organization with a cost center value.
5. If you use the HR Costing Segment, select from the list of values taken from the
Payroll Cost Allocation flexfield linked to the specified HR business group.
6. In the Constant Value field, select from the list (taken from the corresponding
segment in GL) a default value that the function can use if it finds no legitimate
value in the previous two columns.
7. Save your work, then repeat the above steps, using To in the From/To field.
3. To prevent users from updating and deleting monetary and unitary amounts, enter
OTA_FIN_ST_PRICE_NO_UPDATE in the Function field .
4. To prevent users from updating and deleting standard amounts, insert a new line and
sequence number and enter OTA_FIN_MONEY_NO_UPDATE in the Function field.
5. Save your changes.
To create a calendar:
1. Enter a name for the calendar; for example, OLM Calendar.
2. Enter a description for the calendar.
3. Enter a period prefix; for example, OLM.
4. Enter the period type, typically Year.
5. Enter the four-digit year.
6. Enter the quarter, 1, 2, 3, or 4.
OLM creates a name (displayed in the Name field in the Periods region) from the
prefix and year you entered.
7. Enter the period number, which must be 1.
8. Enter the start and end dates the period covers; for example, 01-JAN-2000 to
31-DEC-2000.
Note: These dates are for reference only. OLM does not use them.
Accounting Information:
1. Enter Cash Basis as the accounting method.
2. Enter OLM Set of Books as the name.
3. Select zeros (000.000.000) in the following fields:
• Finance Charge Activity
• Realized Gains Accounts
• Realized Losses Account
• Tax Account
4. Leave the default number of days per posting cycle as they are.
Tax Information:
1. Select Sales Tax as the method of paying tax.
2. Select No Validation - Country as the location flexfield structure.
Miscellaneous Information:
1. Enter 5000 as the split amount.
2. Enter 90 as the number of days in the Days Sales Outstanding Calculation
3. Leave the Invoices per Commit as 1000.
4. Leave the Receipts per Commit as 1000.
5. Select Open Invoice Due Date as the charge back due date.
6. Select United States as the country.
7. Select None as the source of territory.
8. Select Line First-Tax After as the applications rule set.
Organization Security
If your enterprise uses Oracle HRMS with OLM, you can identify which workers belong
to the organization sponsoring and managing a class.
Set up organization security to enable only those users who belong to the sponsoring
organization to update and delete classes, enroll learners, and update enrollments.
Level Meaning
Values set at a higher level cascade as defaults to the lower levels. Values set at a lower
level override a default from a higher level. Many profiles enable you to enter a value
only at one or more of the levels (see the Configurable Level column in the tables below).
Note: Set site-level options first to ensure that all options contain a
default. A profile option without a default value can cause errors when
you use windows, run reports, or run concurrent requests.
You use the System Profile Values window, accessible from the System Administrator
responsibility, to set profile options at each level for your user community. If you change
a user profile option value, the change takes effect as soon as your users log on again or
change responsibilities.
Application users can use the Personal Profile Values window to set their own profile
options at the user level. Not all profile options are visible to users, and some profile
options, while visible, cannot be updated by end users. Changes that users make to their
personal profile options take effect immediately.
See Personal Profile Values Window, Oracle Applications System Administrator's Guide
OTA: Hide Employee Site Yes, No, <null> Yes, at Site level
External Address
Workflow Notifications
Workflow notifications are messages that communicate information to learners and
managers. Notifications can be delivered to users through e-mail or the web.
See the Oracle Workflow User Guide.
OLM offers four categories of notifications, detailed in the table below.
• Competency Update Notifications, page 12-45
• Class Enrollment Notifications, page 12-49
Sent To Learner
Sent To Manager
Sent To Approver
Process Name
Internal Name
Sent To Learner
Sent To Learner
Sent To Learner
Sent To Manager
Sent To Learner
Notifies about the Learner Enrollment Request Status (online sync dm)
Notifies about the Learner Enrollment Request Status (online async dm)
Subject &APPROVAL_CREATOR_DISPLAY_NAME
has cancelled an enrollment in &CLASS_TITLE
Enrollment Windows
You use parameters to configure the following functions:
• Which windows (Enrollment Summary, Enrollment Details, and Search for Class)
appear by default when users select the Enrollments menu option.
• Which regions of the Enrollment Details window are displayed.
• Whether users can enter employee enrollments, customer enrollments, or both
in the Enrollment windows.
You also use parameters to enable selected users to add competencies gained through a
course directly to a learner’s Competency Profile.
Regions Displayed
The Enrollment Details window by default contains six regions. You cannot prevent the
display of three of the regions:
• CORRESPONDENCE - the Correspondence region
• ENROLLMENT_DETAILS - the Enrollment Details region
• ORDER_DETAILS - the Order Details region (populated automatically and only if
the enrollment has originated in Oracle Order Management)
You can, however, prevent the other three regions from appearing. For example, you
can prevent the Third-Party Contact region from appearing, if your enterprise handles
external enrollments only.
You prevent any of the three regions from appearing by changing the parameter values
from YES to NO. For example:
• FINANCE=NO
This hides the Finance region.
• ATTENDANCE=NO
This hides the Attendance region.
• THIRD_PARTY=NO
This hides the Third-Party Contact region.
If you do not change the values for the three updatable parameters, users see all six
regions in the Enrollment Details window.
Suggestion: You can delete these three parameters instead of changing them to
NO. However, we suggest that you change them to NO, in case you want to display the
regions in future.
To configure the regions displayed, see Configuring Functions, page 12-59
Enrollment Types
You can also define whether users can enter the following types of enrollments in the
Enrollment windows:
• Internal organization (worker)
• Customer
• Both internal organization (worker) and customer
If you want users to enroll internal learners only, you define INTERNAL in
the parameters. If you want users to enroll customer learners only, you define
To configure functions:
1. Query the function to configure. OTA_OTATAEDB controls the Enrollment
windows.
2. Enter the parameters you require to configure the Enrollment windows in the
Parameters field.
For example, to display the Enrollment Detail window with only the Finance and
Attendance regions for both organization and customer learners (defaulting to
customer), enter the following:
Before you can order classes and enrollments, you must add units of measure, place
items in inventory, set up price lists, and link courses to inventory. Then you can add
classes and enrollments, and change the maximum number of attendees for a class.
4. Click the Units of Measure button. In the UOM window, go to the second line and
create a new item with the name of "Class" and a UOM of "EVT". Make sure that the
Base Unit check box remains set to Enrollment. Save your work.
5. Return to the UOM Classes window and click the Conversions button. Set the first
line to Unit "Enrollment" and a Conversion of 1. Set the second line to Unit "Class"
and a Conversion of 1. Save your work.
See Defining UOM Classes, Oracle Order Management User Guide and Defining UOMs,
Oracle Inventory User Guide.
To set up OLM-specific transaction types:
1. Navigate to Setup > Transaction Types > Define.
2. Set up 3 transaction types:
• Type: Invoice in Advance; Type Code: Line; Order Category: Order; in the
Finance tab, set the Invoicing Rule to Advance and Accounting Rule to
Immediate
5. Under the Main tab, select your primary UOM (Enrollment) from the list of
values. User Item Type is optional, though you may wish to fill in a value to
enhance reporting.
6. Under the Inventory tab, select two boxes: Inventory item and Reservable.
7. Under the Order Management tab, select the boxes Customer Ordered and Customer
Orders Enabled.
8. Under the Invoicing tab, select Invoiceable Item and Invoice Enabled, if
applicable. Save your work.
As a final step before linking OLM courses with OM, you must set up price lists and
formulas.
1 8 4,000
9 20 10,000
For step-by-step details on creating orders in OM, see Overview of Sales Orders, Oracle
Order Management User Guide
To Order a Public Class Enrollment in OM:
1. Once you have entered or queried the order number and entered the standard OM
ordering information, select a line item and click Actions.
Note: The enrollee defaults as the customer contact in OLM. If
you want the student to show up as a learner in OLM, you must
enter the student as the Ship To Contact under the Addresses
tab of the order line.
Document Name:
/oracle/apps/ota/learner/webui/OtaDynamicApprovalsPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/shared/webui/AdditionalEnrollmentDtlsPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/learner/learningpath/webui/TPMemberDescFlexTrainPG
Description:
Flexfields:
The following table presents a list of flexfields:
Announcement Properties
Document Name:
/oracle/apps/ota/admin/content/webui/AnnouncementMaintainPG
Description:
Flexfields:
The following table presents a list of flexfields:
Announcements
Document Name:
/oracle/apps/ota/admin/content/webui/ListOfAnnouncementsMaintainPG
Description:
Flexfields:
Not applicable.
Attachment
Document Name:
/oracle/apps/ota/admin/common/webui/AttachmentPG
Description:
Flexfields:
Not applicable.
Browse Categories
Document Name:
/oracle/apps/ota/learner/webui/LearnerCatalogPG
Description:
Flexfields:
Not applicable.
Catalog
Document Name:
/oracle/apps/ota/admin/catalog/webui/CatalogPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/learner/webui/AddlEnrollmentDtlsPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/learner/webui/AdvSrchPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/learner/webui/AdvSrchResultsPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/learner/webui/CompSrchPG
Description:
Flexfields:
Not applicable.
Catalog Copy
Document Name:
/oracle/apps/ota/admin/catalog/webui/CatalogCopyPG
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/learner/webui/CourseDetailsPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Catalog EL Redirect
Document Name:
/oracle/apps/ota/learner/webui/ELRedirectPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/learner/webui/EnrollmentDtlPG
Description:
Flexfields:
The following table presents a list of flexfields:
Document Name:
/oracle/apps/ota/learner/webui/LrnObjDtlsPG
Description:
Flexfields:
Not applicable.
Catalog Search
Document Name:
/oracle/apps/ota/admin/catalog/webui/CatalogSrchPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/learner/webui/TrgCenterSrchPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/catalog/webui/CategoryEnrollCondPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/catalog/webui/CategoryEnrollCondEditPG
Description:
Flexfields:
The following table presents a list of flexfields:
Additional EventAssociationDescFlex
Add’l Learner Access OTA_EVENT_ASSOC
Information Info. IATIONS
Category Maintain
Document Name:
/oracle/apps/ota/admin/catalog/webui/ActCategoryMaintainPG
Description:
Flexfields:
The following table presents a list of flexfields:
Document Name:
/oracle/apps/ota/admin/catalog/webui/CategoryUsageMaintainPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/admin/event/webui/UserAttemptMaintainPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/event/webui/ClassEnrollCondPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/event/webui/ClassEnrollCondEditPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Additional EventAssociationDescFlex
Add’l Learner Access OTA_EVENT_ASSOC
Information Info. IATIONS
Class Properties
Document Name:
/oracle/apps/ota/admin/assessment/webui/OfferTestPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/shared/webui/CompetenceInfoPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/competence/webui/ListCompetencyViewPG
Description:
Flexfields:
Not applicable.
Competency Update
Document Name:
/oracle/apps/ota/admin/competence/webui/ListComptencyPG
Description:
Content
Document Name:
/oracle/apps/ota/admin/content/webui/ContentPG
Description:
Flexfields:
Not applicable.
Content Copy
Document Name:
/oracle/apps/ota/admin/content/webui/ContentCopyPG
Flexfields:
Not applicable.
Content Delete
Document Name:
/oracle/apps/ota/admin/content/webui/ContentDeletePG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/content/webui/LOFolderEditPG
Description:
Flexfields:
The following table presents a list of flexfields:
Content Reorder
Document Name:
/oracle/apps/ota/admin/content/webui/ContentReorderPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/content/webui/ContentSrchPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/content/webui/ContentServerEditPG
Description:
Flexfields:
Not applicable.
Content Servers
Document Name:
/oracle/apps/ota/admin/content/webui/ListOfContentServersPG
Description:
Flexfields:
Not applicable.
Copy Class
Document Name:
/oracle/apps/ota/admin/event/webui/EventCopyPG
Description:
Flexfields:
Not applicable.
Course
Document Name:
/oracle/apps/ota/admin/catalog/webui/ActivityVrsnMaintainPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/admin/catalog/webui/CourseEnrollCondPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/catalog/webui/CourseEnrollCondEditPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Additional EventAssociationDescFlex
Add’l Learner Access OTA_EVENT_ASSOC
Information Info. IATIONS
Document Name:
/oracle/apps/ota/admin/assessment/webui/QuestionBankQuickTestPG
Description:
Flexfields:
Not applicable.
Current Learning
Document Name:
/oracle/apps/ota/learner/webui/CurrentLearningPG
Description:
Flexfields:
Not applicable.
Delete Class
Document Name:
/oracle/apps/ota/admin/event/webui/EventDeletePG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/resource/webui/ResourceBookingDeletePG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/offering/webui/TrCompetenciesDeletePG
Description:
Flexfields:
Not applicable.
Delivery Modes
Document Name:
/oracle/apps/ota/admin/catalog/webui/ListOfDelModesMaintainPG
Description:
Flexfields:
Not applicable.
Enrollment Review
Document Name:
/oracle/apps/ota/learner/webui/EnrollmentReviewPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/admin/content/webui/LOFExportSpecPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/content/webui/LOExportSpecPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/learner/learningpath/webui/FreezeTrainingPlanPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/player/assessment/webui/GenAsmtExitDemoPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/player/assessment/webui/GenAsmtExitPG
Description:
Flexfields:
Not applicable.
Generated Hyperlink
Document Name:
/oracle/apps/ota/admin/catalog/webui/ELAdminPG
Description:
Flexfields:
Not applicable.
Import Final
Document Name:
/oracle/apps/ota/admin/content/webui/ImportFinalPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/content/webui/ImportAnalysisPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/content/webui/ContentLocationPG
Description:
Flexfields:
Not applicable.
Import: Log
Document Name:
/oracle/apps/ota/admin/content/webui/ImportLogPG
Description:
Document Name:
/oracle/apps/ota/admin/content/webui/TestBankSelectionPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/content/webui/FolderTestBankSelectionPG
Flexfields:
Not applicable.
Import: Specifications
Document Name:
/oracle/apps/ota/admin/content/webui/ImportSpecPG
Description:
Flexfields:
Not applicable.
Learner Category
Document Name:
/oracle/apps/ota/learner/webui/LearnerCatalogSubPG
Description:
Flexfields:
Not applicable.
Learner Competencies
Document Name:
/oracle/apps/ota/admin/catalog/webui/ListOfStCompetenciesMaintainPG
Description:
Flexfields:
Not applicable.
Learner Home
Document Name:
/oracle/apps/ota/learner/webui/LearnerHomePG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/learner/webui/LearnerAnnouncementPG
Description:
Flexfields:
Not applicable.
Learning History
Document Name:
/oracle/apps/ota/learner/webui/TranscriptViewPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/content/webui/LOEditPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/learner/learningpath/webui/AddCoursesTrainPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/learningpath/webui/ListofLPCategoriesPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/learningpath/webui/MaintainLPCategoryPG
Description:
Flexfields:
The following table presents a list of flexfields:
Document Name:
/oracle/apps/ota/admin/learningpath/webui/ListOfLPCompetenciesMaintainPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/learningpath/webui/LPCompetenciesMaintainPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/admin/learningpath/webui/CompetenceSearchPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/learningpath/webui/LrngPathCompAdnlInfoPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/admin/learningpath/webui/LrngPathCompReorderPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/learningpath/webui/MaintainLrngPathCompsPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/learner/learningpath/webui/ViewCourseDtlPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/learner/learningpath/webui/ViewCourseDtlTrainPG
Description:
Flexfields:
The following table presents a list of flexfields:
Document Name:
/oracle/apps/ota/learner/learningpath/webui/LearningPathDetailPG
Description:
Flexfields
Document Name:
/oracle/apps/ota/learner/learningpath/webui/LearningPathSrchDtlPG
Description:
Flexfields:
The following table presents a list of flexfields:
Document Name:
/oracle/apps/ota/learner/learningpath/webui/ViewEnrollmentDtlPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/learner/learningpath/webui/LearningPathHomePG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/learningpath/webui/LearningPathEnrollCondPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/learningpath/webui/LearningPathEnrollCondEditPG
Description:
Flexfields
Additional EventAssociationDescFlex
Add’l Learner Access OTA_EVENT_ASSOC
Information Info. IATIONS
Document Name:
/oracle/apps/ota/admin/learningpath/webui/MaintainLrngPathPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/admin/catalog/webui/ListOfActCategoriesMaintainPG
Description:
Flexfields:
Not applicable.
List of Classes
Document Name:
/oracle/apps/ota/admin/event/webui/ListOfEventsMaintainPG
Description:
List of Skills
Document Name:
/oracle/apps/ota/admin/catalog/webui/ListOfSkillsPG
Description:
Flexfields:
Not applicable.
List of Enrollments
Document Name:
/oracle/apps/ota/admin/event/webui/ListOfEnrollmentsMaintainPG
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/event/webui/ListOfUserAttemptsMaintainPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/offering/webui/SelectDelModePG
Description:
Flexfields:
Not applicable.
New Question
Document Name:
/oracle/apps/ota/admin/assessment/webui/QuestionEditPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/admin/assessment/webui/QuestionBankEditPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/admin/assessment/webui/TestEditPG
Description:
Flexfields:
The following table presents a list of flexfields:
Document Name:
/oracle/apps/ota/admin/assessment/webui/TestSectionEditPG
Description:
Flexfields:
The following table presents a list of flexfields:
Offering Delete
Document Name:
/oracle/apps/ota/admin/offering/webui/OfferingDeletePG
Description:
Flexfields:
Not applicable.
Offering Maintain
Document Name:
/oracle/apps/ota/admin/offering/webui/OfferingMaintainPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Offerings
Document Name:
/oracle/apps/ota/admin/offering/webui/ListOfOfferingsMaintainPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/event/webui/EventDetailsMaintainPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/offering/webui/OfferingEnrollCondPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/offering/webui/OfferingEnrollCondEditPG
Description:
Flexfields:
The following table presents a list of flexfields:
Additional EventAssociationDescFlex
Add’l Learner Access OTA_EVENT_ASSOC
Information Info. IATIONS
Offering Maintain
Document Name:
/oracle/apps/ota/admin/event/webui/EventMaintainPG
Description:
Flexfields:
The following table presents a list of flexfields:
Document Name:
/oracle/apps/ota/learner/learningpath/webui/MaintainTrainingPlanPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/admin/content/webui/PrerequisiteMaintainPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/content/webui/ListOfPrerequisitesMaintainPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/assessment/webui/QuestionBankSearchPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/assessment/webui/QuestionBanksListPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/assessment/webui/QuestionBankPreviewPG
Description:
Flexfields:
Not applicable.
Question Preview
Document Name:
/oracle/apps/ota/admin/assessment/webui/QuestionPreviewPG
Description:
Flexfields:
Not applicable.
Question Statistics
Document Name:
/oracle/apps/ota/admin/assessment/webui/QuestionStatPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/assessment/webui/QuestionCreatePG
Description:
Flexfields:
Not applicable.
Questions
Document Name:
/oracle/apps/ota/admin/assessment/webui/QuestionSearchPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/learningpath/webui/LPCompetenciesDeletePG
Description:
Flexfields:
Not applicable.
Requested Learning
Document Name:
/oracle/apps/ota/learner/webui/RequestedLearningPG
Description:
Flexfields:
Not applicable.
Resource Booking
Document Name:
/oracle/apps/ota/admin/resource/webui/ResourceBookingMaintainPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Additional ResBookingDescriptiveFlex
Additional Resource OTA_RESOURCE_
Information Bookings BOOKINGS
Document Name:
/oracle/apps/ota/admin/resource/webui/ResBookingSrchPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/resource/webui/ListOfResBookingsMaintainPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/offering/webui/ResourceUsageMaintainPG
Description: PageLayout Region
Flexfields:
The following table presents a list of flexfields:
Resource Usages
Document Name:
/oracle/apps/ota/admin/offering/webui/ListOfResUsagesMaintainPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/assessment/webui/ResponseOptionsSearchPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/assessment/webui/ResponseOptionsReorderPG
Description:
Flexfields:
Not applicable.
SCORM Adapters
Document Name:
/oracle/apps/ota/admin/adapter/webui/CmiAdapterListPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/learningpath/webui/SearchForCoursesPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/assessment/webui/SectionQuestionSearchPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/assessment/webui/SectionQuestionReorderPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/assessment/webui/DynamicQuestionBankSelectPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/assessment/webui/StaticQuestionBankSelectPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/assessment/webui/StaticQuestionSelectPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/event/webui/ListOfSessionEventsMaintainPG
Description:
Flexfields:
Not applicable.
Session Maintain
Document Name:
/oracle/apps/ota/admin/event/webui/SessionEventMaintainPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Setup List
Document Name:
/oracle/apps/ota/admin/setup/webui/SetupAdminListPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/catalog/webui/SkillPrvsnMaintainPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/admin/catalog/webui/StCompetenciesDeletePG
Description:
Flexfields:
Not applicable.
St Competencies Maintain
Document Name:
/oracle/apps/ota/admin/catalog/webui/StCompetenciesMaintainPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Test Confirm
Document Name:
/oracle/apps/ota/player/assessment/webui/TestConfirmPG
Description:
Test Enrollment
Document Name:
/oracle/apps/ota/player/assessment/webui/UserAsmtEnrollmentPG
Description:
Flexfields:
Not applicable.
Test Overview
Document Name:
/oracle/apps/ota/player/assessment/webui/TestOverviewPG
Description:
Flexfields:
Not applicable.
Test Player
Document Name:
/oracle/apps/ota/player/assessment/webui/TestPlayerPG
Description:
Flexfields:
Not applicable.
Test Preview
Document Name:
/oracle/apps/ota/admin/assessment/webui/TestPreviewPG
Description:
Flexfields:
Not applicable.
Test Score
Document Name:
/oracle/apps/ota/player/assessment/webui/TestScorePG
Description:
Flexfields:
Not applicable.
Test Search
Document Name:
/oracle/apps/ota/player/assessment/webui/UserAsmtSearchPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/assessment/webui/TestSectionPreviewPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/assessment/webui/TestSectionReorderPG
Description:
Flexfields:
Not applicable.
Test Sections
Document Name:
/oracle/apps/ota/admin/assessment/webui/TestSectionSearchPG
Description:
Flexfields:
Not applicable.
Test Statistics
Document Name:
/oracle/apps/ota/admin/assessment/webui/TestStatReportPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/assessment/webui/TestSearchPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/offering/webui/ListOfTrCompetenciesMaintainPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/offering/webui/TrCompetenciesMaintainPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/shared/webui/TrainingCenterSearchPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/learner/learningpath/webui/TPMemberDescFlexPG
Description:
Flexfields:
The following table presents a list of flexfields:
Document Name:
/oracle/apps/ota/learner/learningpath/webui/MaintainTPMemberPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/learner/learningpath/webui/SearchCoursePG
Description:
Flexfields:
Not applicable.
Training Review
Document Name:
/oracle/apps/ota/shared/webui/EnrollmentReviewPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/learner/webui/TransCourseDtlPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/learner/webui/TranscriptCourseDetailsPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/learner/webui/TransEnrolDtlPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/admin/event/webui/EnrollmentMaintainPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/admin/content/webui/FolderUploadFilePG
Description:
Document Name:
/oracle/apps/ota/admin/content/webui/LOUploadFilePG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/content/webui/UploadFinalPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/adapter/webui/CmiAdapterEditPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/assessment/webui/TestStatAttemptStatusPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/assessment/webui/UserTestAttemptPreviewPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/assessment/webui/TestPerformanceStatusPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/catalog/webui/ViewActivityVersionPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
View Attachments
Document Name:
/oracle/apps/ota/admin/common/webui/ViewAttachmentsPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/catalog/webui/ViewCategoryUsagePG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/admin/event/webui/ViewEventPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
View Content
Document Name:
/oracle/apps/ota/admin/content/webui/ViewLOPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/admin/content/webui/ViewLOFolderPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/admin/learningpath/webui/ViewCourseDetailsPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
View Enrollments
Document Name:
/oracle/apps/ota/learner/learningpath/webui/ViewMultipleEnrollmentsPG
Description:
Flexfields:
Not applicable.
Document Name:
/oracle/apps/ota/admin/learningpath/webui/ViewLrngPathPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/admin/learningpath/webui/ViewLrngPathCompsPG
Description:
Flexfields:
Not applicable.
View Offering
Document Name:
/oracle/apps/ota/admin/offering/webui/ViewOfferingPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Document Name:
/oracle/apps/ota/admin/assessment/webui/ViewTestPG
Description:
Flexfields:
The following table presents a list of flexfields:
Flexfields
Asynchronous
An attribute of Delivery Mode, to define learning that does not require a
time, place, or live instructor. Asynchronous learning is also known as self-paced
learning. Asynchronous learning can be either online, such as a recorded seminar or
other self-paced web content, or offline, such as a book or a CD-ROM
See also Delivery Mode, page Glossary-2
Attended
A status that verifies that a learner has participated in a synchronous offering. For online
offerings, the application can capture the change in status; for offline offerings, an
instructor can record the change in status.
Blended Learning
The ability to employ multiple delivery modes in delivering a single piece of learning
or a series of learning events. Blended learning describes both the ability to deliver a
single piece of learning through multiple modes, and the ability to construct a series of
learning events that employ different delivery modes.
Catalog
What the learner sees when browsing through available courses and learning paths. You
can divide the Oracle Learning Management (OLM) catalog into categories to facilitate
the learners’ search for related learning. The single catalog organizes and displays all
learning, regardless of delivery mode.
Catalog Category
A sub division of the catalog. You create categories to organize courses in the
catalog, and to help learners search for related learning. You can create a hierarchy of
categories, and a course can be a part of more than one category.
Class
The entity that is an individual instance of an offering, and in which learners
enroll, typically for synchronous offerings. For each class, you can create multiple
sessions.
See Session, page Glossary-5
CMI Adapter
See SCORM Adapter, page Glossary-5
Competency
A measurable behavior required by an organization, job or position that a person may
demonstrate in the work context. A competence can be a piece of knowledge, a skill, an
attitude, or an attribute.
Glossary-1
Completed
A status that indicates a learner has "been through" the course. The completed
status depends on the delivery mode of the offering: for online asynchronous
offerings, Completed is when the learner has played the offering, dependent on the type
of tracking; for offline asynchronous offerings, it is when the learner has read a book
or other offline material;, for offline or online synchronous offerings it is when the
learner has attended the class.
Content
A piece of online learning material that is delivered to the learners through offerings.
Content Folder
An organizing container for online learning objects. You set up content folders to reflect
the structure of your content, for example, by subject matter, curriculum, or learner
job roles. You create content folders and sub folders to organize and group related
learning objects.
See also Learning Object, page Glossary-4
Content Location
A URL that identifies and locates your physical content that is located on a content
server, either an external server or an OLM content server.
Content Tree
The content hierarchy consisting of content folders, its sub folders, learning objects
and tests.
See also Learning Object, page Glossary-4,Test, page Glossary-6
Course
A catalog entity that is described by attributes such as objectives and learner
competencies. It is the entity that defines and describes the learning, without specifics
such as content and delivery mode which are defined in the offering. An offering is a
child of a course.
Cross Charge
The transfer of the cost of training fees or resources between organizations, departments,
or cost centers within an enterprise.
Customer Restricted
Offerings or classes that are restricted to one or more customers (learner or
customer/order priced).
Delivery Mode
Identifies the style in which learning is delivered. Delivery modes are either synchronous
(real time) or asynchronous (self paced), and either online (viewed through the player)
or offline (such as a class in a classroom, or a book to be read). The four combinations
are: online synchronous, online asynchronous, offline synchronous, and offline
asynchronous. Once defined, customers can name the delivery modes whatever they
wish, to describe their different styles of learning.
Glossary-2
Descriptive Flexfields
A field that your organization configures to capture additional information required by
your business but not otherwise tracked by Oracle Applications.
See also Key Flexfield, page Glossary-3
Enrollment
A status describing a learner’s engagement with a learning catalog entity. For example, a
learner must enroll in a class in order to access it. You must set appropriate learner
access conditions for your offering or class to ensure that only specific learners enroll
in the class.
Enrollment End
Date by which an offering or class no longer shows in the learner catalog. Learners
cannot enroll after that date.
Enrollment List
List of enrollments against an offering or class.
Enrollment Start
Date on which an offering or class shows up in the learner catalog.
Finance Header
A record of a monetary amount against a learner enrollment or a resource booking. A
finance header can consist of multiple finance lines.
Finance Line
An individual financial transaction within a finance header.
Finance Total
Total of finance lines against enrollment for a class. Finance can be of type Receivable
or Cross Charge.
See also Finance Line, page Glossary-3, Cross Charge, page Glossary-2
Instructor
A person in charge of delivering a synchronous offering. Note that for backwards
compatibility, "Trainer" is the predefined name of the resource type.
Key Flexfield
A flexible data field made up of segments. Each segment has a name you define and a
set of valid values you specify. Used as the key to uniquely identify an entity, such as
jobs, positions, grades, cost codes, and employee groups.
See also Descriptive Flexfield, page Glossary-3
Glossary-3
Learner
One who enrolls and takes up a course on OLM. There can be different types of
learners: internal learners, or external learners such as customers and partners.
Learner Access
A definition of the list of learners who can access a catalog object. You can define
learner access at the category, course, offering, and class levels. An object lower in the
hierarchy derives access from the parent object (inherited access). For example, a course
inherits access that is defined for the category above it. You cannot modify access
inherited from another object.
Learning History
The list of past courses a learner has taken that are captured on the system.
Learning Object
An entity that defines online course content within OLM. Learning objects provide the
metadata to represent and describe the actual physical content located on the content
server. You can structure online content as a hierarchy of learning objects, to be delivered
as a single offering. OLM automatically tracks learner progress at the learning object
level.
Learning Path
A sequence of two or more courses that enables tracking of learner progress against a
higher level learning objective than is associated with an individual course. A learning
path can be created by a learner, manager, or administrator.
LMS Administrator
A role of a user in the system. This is the role of a user who is tasked with managing the
system, entering and maintaining data, and handling the setup related tasks.
Location
The physical address of a particular class or other.
Manager
The "person" manager to whom one or more learners report.
Offering
An entity under a course. Attributes such as delivery mode, language, and content
define offerings. An offering consists of one or more classes.
See also Synchronous, page Glossary-5
Offline
Learning that a learner can complete while not logged into the learning management
system. Examples include instructor led training in a classroom, paper-based study, or
CD-ROM offerings.
Online
Learning for which the learner must log into the learning management system
to participate. Online learning content is delivered and tracked by the learning
management system.
Glossary-4
Package Category
Courses packaged together to be the subject of discounting or special pricing.
Player
The functionality within the learning management system that delivers online content.
Price
The price at which a class is charged for attendance. The price can be overwritten by
administrators and is not relevant if OM is used.
Proficiency Level
The perceived level of expertise of a person in a competence, in the opinion of
the assessor, over a given period. For example, a person may demonstrate the
communication competence at Expert level.
Question Bank
A storage of questions that are used in one or more tests.
Resource
A person or object that is necessary to deliver a class, for example, a named instructor or
a specific classroom required for a synchronous offline offering. In OLM, you create
resource types and define the resources that are available for each resource type.
Room
The physical room identifier where a class takes place.
Schedule
A list of learning, and associated dates, that is due to take place for a learner or for
an instructor.
SCORM Adapter
A set of files enabling communication between your content and OLM when your
content contains SCORM CMI calls, and when your content is outside the Oracle
domain. With the SCORM adapter, the content can successfully communicate tracking
information to the learning management system irrespective of the content location. The
SCORM adapter files reside on the same content server as your content.
Session
A catalog entity that is a subset of a class. Used when a single synchronous class meets at
more than one time, or in more than one location, on more than one date, or with more
than one instructor. This entity, as a child of the class entity, allows for these distinctions.
Successfully Completed
A learner has successfully completed an offering when the learner is verified as not
only having attended or attempted the offering, but having demonstrated sufficient
competence sufficient to achieve the competencies associated with the course.
Synchronous
An attribute of Delivery Mode for learning that requires a time, place, or live
instructor. Synchronous learning can be either online, such as a live web seminar, or
offline, such as an instructor led class in a physical room.
Glossary-5
See also Delivery Mode, page Glossary-2
Test
A grouping of questions taken from question banks and delivered through the
player. Tests are designed to test explicit knowledge, skill level, and/or ability of a
learner.
See also Question Bank, page Glossary-5
Trainer
A predefined resource type. The Trainer resource type is named for backward
compatibility. However, the application refers to the resources of this type as instructors.
Training Center
A place where learning occurs, or a hierarchy used for reporting on classes and resources.
Transcript
An official report that shows whether a learner has completed, attended, or failed a
class. Transcript covers for instance one larger goal such as a degree or comprehensive
goal that perhaps could be attained through successfully completing a learning path.
Glossary-6
Index
A Block bookings
Accounting data making resources unavailable, 4-9
creating, 12-2 Booking resources, 4-8
Adapter, 12-19 Bookings (block)
Address styles, 12-10 making resources unavailable, 4-9
Addresses Bookings (provisional)
of organizations, 12-12 making resources unavailable, 4-9
Agency enrollments, 3-7 Budget and Cost Breakdown Report, 5-15
AICC specification Budget and Cost Reconciliation report, 5-18
import and export, 9-3 running, 5-21
Apache Budgets
setting up a content server, 12-17 for developing courses, 11-17
Application Utilities Lookups window, 12-5 Business groups, 12-11
Assemble creating, 12-13
learning objects, 7-5
tests, 7-5 C
Assessment test questions
managing responses, 8-10 Cancel
deleting response values, 8-10 finance headers and lines, 5-8
Assessment test questions Cancellations, 3-21
response values, 8-10 Cancelled finance headers and lines
Assessment tests restoring, 5-9
assembling a test Catalog, 2-1
tasks, 8-4 browsing, 10-4
creating, 8-6 searching, 10-4
creating a quick test, 8-11 viewing , 10-1
creating timed tests, 8-7 Catalog administration, 2-1
deleting questions, 8-10 Catalog design, 2-1
feedback, 8-9 Categories
feedback options, 8-7 viewing in Search for Class, 11-10
limiting attempts, 8-7 Checklist
managing questions, 8-9 using for booking resources, 4-8
offering a test, 8-5 Class and enrollment tracking, 6-2
previewing, 8-4 Class statuses, 6-4
resumable, 8-6 creating, 6-7
reviewing statistics, 8-12 Classes
scoring options, 8-6 booking resources for, 4-8
Attendance, 3-13 enrolling learners, 3-7
Attendance and Signature Sheet report, 3-13 filling all places, 6-7
Automatic enrollment increasing maximum numbers, 6-7
waiting list, 3-3 pricing, 5-10
Automatic waitlisting, 3-3 recording attendance, 3-13
viewing attendance history, 3-16
Classifying organizations, 12-15
B CMI adapter
Base currency, 12-23 See SCORM adapter
Index-1
Competencies suppliers, 4-3
update, 3-20 surveys, 8-6
Competency profile test sections
enrollments, 3-18 sequencing, 8-6
updating, 3-18 tests, 8-6
Contacts assemble, 8-4
entering for enrollments, 3-7 previewing, 8-4
for customers, 4-3 timed tests, 8-7
for suppliers, 4-3 Currencies
Content enabling, 12-23, 12-24
import and export, 9-3 Currencies window, 12-24
SCORM-compliant Customer Details window, 3-7
setting up a SCORM adapter, 12-19 Customers, 4-3
SCORM-compliant content, 12-16 creating, 4-4
troubleshooting, 12-17, 12-17 definition of, 12-11
security, 12-16 Customers window, 4-4
upload, 12-16
uploading, 9-8
Content Administration D
requirements, 7-3 Delete
Content hierarchy finance headers and lines, 5-8
import and export, 9-7 learner enrollments, 3-19
Content server questions, 8-10
import, 12-16 response values, 8-10
setup, 12-17 Deliver
Copying online content, 7-8
price lists, 5-11 Descriptive flexfields
Correcting details explained, 12-7
enrollments, 3-19 for address styles, 12-9
Correcting enrollment agreements list of user definable, 12-8
enrollments, 3-19 Development events, 11-17
Correcting learner or contact details Double-booking
enrollments, 3-19 resources, 4-8
Country-specific features Double-booking in classes
address styles, 12-9 learners, 3-4
Course
competencies, 2-12 E
Courses, 2-3
model, 11-2 Enabling currencies, 12-24
pricing, 5-10 Enrolling and unenrolling
scheduling and resourcing development of, Classes, 10-4
11-17 Enrollment
Create requirements, 3-2
accounting reference data, 12-2 Enrollment agreements
assessment tests, 8-6 selecting for enrollments, 3-7
business group, 12-13 Enrollment Details window, 3-7
class statuses, 6-7 Enrollment security, 3-4
content structure, 7-5 Enrollment Status Exclusions window, 12-60
customers, 4-4 Enrollment status security
enrollment statuses, 6-7 setting up, 12-59
finance headers, 5-5 Enrollment statuses, 6-5
finance lines, 5-7 creating, 6-7
learning objects, 7-6 deactivating, 6-8
question banks, 8-9 defining, 6-5
previewing, 8-4 viewing the history of, 3-16
questions Enrollment Statuses window, 6-5
changing question type, 8-9 Enrollment Summary window, 3-19
quick tests, 8-11 Enrollments
Index-2
cancelling, 3-21 H
copying, 3-11 Header and line types
correcting details, 3-19 automatic finance line creation, 5-3
correcting enrollment agreement, 3-19 header types, 5-3
correcting learner or contact details, 3-19 line types, 5-3
customer and worker, 3-3 Headers and currency, 5-4
entering, 3-7, 3-7
entering financial details, 3-10
learner I
deleting, 3-19 Implementation
mass updates, 3-19 overview, 1-8
overview, 3-6 Import, 9-3
priority levels, 6-7 Import and Export, 9-1
reporting, 3-1 Import content
setup, 3-6, 3-7 setting up a content server, 12-17
status history, 3-16 Import options
viewing learning history, 3-16 file type
Enter location, 9-9
training plan, 5-19 Import specifications, 9-3
training plan budget information, 5-20 Import tests, 9-6
training plan cost information, 5-20 Increasing maximum numbers
training plan measurement type, 5-18 classes, 6-7
Enter enrollments, 3-7 Install
Equipment SCORM adapter, 12-16
booking, 4-8 Instructors
Export specifications, 9-3 booking, 4-8
Export tests, 9-6 entering, 4-5
Exporting finding, 4-10
Folders, 9-10 Internal learners, 2-8
learning objects, 9-10
Tests, 9-10
Extending K
price lists, 5-13 Key flexfield
External Learning, 3-23 Training Resource, 4-5
entering, 3-23
window, 3-23 L
Language skill
F competency
Finance headers rating scale, 4-9
creating, 5-5 Learner and Manager Interface
Finance headers and lines, 5-2, 5-3 overview, 10-1
cancelling, 5-8 Learner enrollments
deleting, 5-8 deleting, 3-19
restoring, 5-9 entering, 3-7
Finance lines overview, 3-6
creating, 5-7 Learner home
creating for enrollments, 3-7 accessing, 10-1
moving to a new header, 5-7 Learner Sign-In Sheet report, 3-15
Finance transfer process Learners
finance headers, 5-4 double-booking in classes, 3-4
Flexfield occupying places in classes, 6-7
Training Resource, 4-5 Learning cycle, 1-7
Flexfields Learning history, 3-16
accounting, 12-7 viewing, 10-1, 10-5
descriptive, 12-1 Learning Management functions
key, 12-1 , 13-72, 13-84
Additional Enrollment Details, 13-2
Index-3
Additional Member Details, 13-3 Import: Select Question Bank (Learning
Announcement Properties, 13-4 Object), 13-47
Announcements, 13-5 Import: Select the Question Bank, 13-47
Attachment, 13-5 Import: Specifications, 13-48
Browse Categories, 13-6 Learner Category, 13-49
Catalog, 13-7 Learner Competencies, 13-50
Catalog Add Enrollment Details, 13-8 Learner Home, 13-50
Catalog Advanced Search, 13-8 Learner Home Announcement, 13-51
Catalog Advanced Search Results, 13-9 Learning History, 13-52
Catalog Component Search, 13-10 Learning Object Edit, 13-53
Catalog Copy, 13-10 Learning Path Add Courses, 13-53
Catalog Course Details, 13-11 Learning Path Categories List, 13-54
Catalog EL Redirect, 13-12 Learning Path Category Maintain, 13-55
Catalog Enrollment Detail, 13-13 Learning Path Competencies List, 13-56
Catalog Learning Object Details, 13-14 Learning Path Competencies Maintain, 13-57
Catalog Search, 13-14 Learning Path Competencies Search, 13-57
Catalog Training Center Search, 13-15 Learning Path Component: Additional
Category Learner Access, 13-16 Information, 13-58
Category Learner Access Edit, 13-17 Learning Path Components Maintain, 13-60
Category Maintain, 13-18 Learning Path Components Reorder, 13-59
Category Usage Maintain, 13-19 Learning Path Course Detail, 13-61
Change Duration, 13-20 Learning Path Course Detail Train, 13-62
Class Learner Access, 13-20 Learning Path Details, 13-63
Class Learner Access Edit, 13-21 Learning Path Details For:, 13-64
Class Properties, 13-22 Learning Path Enrollment Detail, 13-65
Competency Details, 13-23 Learning Path Home, 13-66
Competency List View, 13-23 Learning Path Learner Access, 13-66
Competency Update, 13-24 Learning Path Learner Access Edit, 13-67
Content, 13-25 Learning Path Maintain, 13-68
Content Copy, 13-25 List of Categories Maintain, 13-69
Content Delete, 13-26 List of Classes, 13-70
Content Folder Edit, 13-27 List of Enrollments, 13-71
Content Reorder, 13-28 List of Skills, 13-71
Content Search, 13-29 New Offering: Delivery Mode, 13-73
Content Server Properties, 13-29 New Question, 13-74
Content Servers, 13-30 New Question Bank, 13-75
Copy Class, 13-31 New Test, 13-76
Course, 13-31 New Test Section, 13-78
Course Learner Access, 13-33 Offering Delete, 13-79
Course Learner Access Edit, 13-33 Offering Details Maintain, 13-81
Create Quick Test, 13-34 Offering Learner Access, 13-82
Current Learning, 13-35 Offering Learner Access Edit, 13-83
Delete Class, 13-36 Offering Maintain, 13-79
Delete Resource Booking, 13-36 Offerings, 13-80
Delete Trainer Competency, 13-37 Personal Learning Paths, 13-85
Delivery Modes, 13-38 Prerequisite List Maintain, 13-86
Dynamic Approval, 13-2 Prerequisite Maintain, 13-86
Enrollment Review, 13-38 Question Bank List, 13-88
Export: Specifications (Folder), 13-39 Question Bank Preview, 13-89
Export: Specifications (Learning Object), 13-40 Question Bank Search, 13-87
Freeze Training Plan, 13-41 Question Preview, 13-89
General Assessment Exit, 13-41, 13-42 Question Statistics, 13-90
Generated Hyperlink, 13-43 Question Type, 13-91
Import Final, 13-43 Questions, 13-91
Import: Analysis Results, 13-44 Remove Learning Path Competency, 13-92
Import: Content Location, 13-45 Requested Learning, 13-93
Import: Log, 13-46 Resource Booking, 13-93
Resource Booking Search, 13-94
Index-4
Resource Bookings List Maintain, 13-95 View Offering, 13-140
Resource Usage Maintain, 13-96 View Test Properties, 13-141
Resource Usages, 13-97 Learning objects
Response Options, 13-98 creating, 7-6
Response Options Reorder, 13-98 delivering, 7-8
SCORM Adapters, 13-99 properties, 7-6
Search for Courses, 13-100 Learning path
Section Questions, 13-101 catalog, 2-8
Section Questions Reorder, 13-101 component, 2-10
Select Question Bank, 13-102, 13-103 notifications, 2-10
Select Questions, 13-104 section, 2-9
Session List Maintain, 13-104 Letter generation, 3-5
Session Maintain, 13-105 Locales
Setup List, 13-106 finding, 4-10
Skill Prvsn Maintain, 13-107 Location window, 12-12
St Competencies Delete, 13-108 Locations, 12-12
St Competencies Maintain, 13-108 Lookups, 12-4
Test Confirm, 13-109 access levels, 12-4
Test Enrollment, 13-110 defining lookup types, 12-5
Test Overview, 13-110 defining lookup types and values, 12-5
Test Player, 13-111 list of predefined types, 12-4
Test Preview, 13-112 removing lookup values, 12-6
Test Score, 13-112 user and extensible, 12-4
Test Search, 13-113
Test Section Preview, 13-114
Test Section Reorder, 13-114
M
Test Sections, 13-115 Mail merge, 3-5
Test Statistics, 13-116 Manager
Tests, 13-117 self service, 10-1
Trainer Competencies List Maintain, 13-117 Managing
Trainer Competencies Maintain, 13-118 resources, 4-9, 11-54
Training Center Search, 13-119 Maximum numbers
Training Path Member Descriptive Flexfield, increasing for a class, 6-7
13-120 Metadata
Training Path Member Maintain, 13-121 import and export, 9-3
Training Path Search Course, 13-121 Metalink
Training Review, 13-122 SCORM adapter patch, 12-19
Transcript Course Detail, 13-123 Multiple enrollments, 3-3, 3-11
Transcript Course Details, 13-124
Transcript Enrollment Details, 13-125 N
Update Enrollment Status, 13-126
Update SCORM Adapter, 13-129 Notifications
Upload Content for: (Folder), 13-127 competency update, 12-44
Upload Content for: (Learning Object), 13-128 learning path, 2-10
Upload Final, 13-129
User Attempt Details, 13-130 O
User Attempt Review, 13-131
Offerings
User Performance Details, 13-131
for online content, 7-8
View Activity Version, 13-132
offering a test, 8-5
View Attachments, 13-133
Online content
View Category Properties, 13-134
delivering, 7-8
View Class Details, 13-134
import and export, 9-3
View Content, 13-135
uploading, 9-8
View Content Folder, 13-136
Opening regions
View Course Details, 13-137
changing setup, 3-12
View Enrollments, 13-138
Oracle Learning Management
View Learning Path, 13-139
introduction, 1-5
View Learning Path Components, 13-140
Index-5
ORG_TYPE, 12-14 import and export, 9-3
Organization security Question banks
setting up, 12-30 creating, 8-9
Organization training plan, 5-17 creating a quick test, 8-11
Organization window, 12-13, 12-14 deleting questions, 8-10
Organizations managing questions, 8-9
classifications, 12-15 previewing, 8-4
defining, 12-14 publishing, 8-9
definition of, 12-11 reviewing statistics, 8-13
entering site addresses, 12-12 Question type
OTA: Activate Automatic Waitlist Enrollments changing, 8-9
profile options, 12-34 Questions
OTA: Automatic Transfer to GL changing question type, 8-9
Profile Options, 12-37 deleting, 8-10
OTA: Automatic Waitlist Enrollments: Days Prior deleting response values, 8-10
To Class managing responses, 8-10
profile options, 12-34 response values, 8-10
OTA: Automatic Waitlist Enrollments: Hours reviewing statistics, 8-12
Prior To Class selection, 8-6
profile options, 12-34
OTA: Minimum Hours to Cancel for Free
Profile Options, 12-37 R
OTA: Waitlist Sorting Criteria Register
profile options, 12-34 SCORM adapter, 12-17
OTA:Activate Automatic Waitlist Enrollments Registration List report, 3-12
Profile Options, 12-36, 12-36 Reports
Overlapping price lists, 5-10 Attendance and Signature Sheet, 3-13
Budget and Cost Breakdown, 5-15
Budget and Cost Reconciliation, 5-18
P running, 5-21
Patch Learner Sign-In Sheet, 3-15
SCORM adapter patch, 12-19 Registration List, 3-12
Price List window, 5-13 Required or useful resources, 4-8
Price lists, 5-10 Required resources, 4-8
changing dates, 5-14 requirements, 9-1
changing prices by a percentage, 5-11, 5-14 Resource key flexfield, 4-5
copying, 5-11, 5-14 Resource Management, 4-9
defining, 5-13 RESOURCE_TYPE, 4-6
extending, 5-13 Resources, 4-1, 4-2, 4-3, 4-5
overlapping, 5-10 availability, 4-8
Priority of enrollments, 6-7 booking, 4-8
PRIORITY_LEVEL, 6-7 booking checklist, 4-8
Programs defining, 4-6
booking resources for, 4-8 making unavailable, 4-10
Project Accounting Integration managing, 4-9, 11-54
profile options, 12-33 Resources window, 4-6
Provisional Responses
bookings, 4-8 deleting response values, 8-10
Provisional bookings managing, 8-10
making resources unavailable, 4-9 response values, 8-10
Publicly Callable Business Process APIs in OLM, Responsibilities, 1-8
12-37 Restore
Publish cancelled finance headers and lines, 5-9
question banks, 8-9 Review
test and question statistics, 8-12
Q
QTI specification
Index-6
S selection, 8-6
SCORM adapter Test sections
definition of, 12-16 managing, 8-8
installing, 12-16 previewing, 8-4
registering, 12-17 sequencing, 8-6
setup, 12-19 Tests
signed applet, 12-17 assembling a test
troubleshooting, 12-17, 12-17 tasks, 8-4
SCORM specification creating, 8-6
import and export, 9-3 creating a quick test, 8-11
Search for Class creating timed tests, 8-7
viewing categories, 11-10 deleting questions, 8-10
Security feedback, 8-9
content, 12-16 feedback options, 8-7
enrollment status, 12-59 limiting attempts, 8-7
organization status, 12-30 managing, 8-8
Server managing questions, 8-9
See content server offering a test, 8-5
Servlet previewing, 8-4
setting up a content server, 12-17 resumable, 8-6
Setting reviewing statistics, 8-12
learning object properties, 7-6 scoring options, 8-6
Setting Up training resources, 4-5 Third Party Details window, 3-7
Setup Timed tests
summary, 1-8 changing time allowed, 8-8
Show diagnostic messages creating, 8-7
SCORM adapter, 12-17 offering, 8-5
Specific locales and instructors Tracking types
Finding, 4-10 import and export, 9-9
Specifications Trainers
import and export, 9-3 as resource type, 4-5
Standard letters, 3-5 Training managers
Statistics entering, 4-5
question banks, 8-13 Training organizations, 12-11
tests and questions, 8-12 defining, 12-14
Statuses Training plan
of classes, 6-4 budgets, 5-17
of enrollments, 6-5, 6-5 costs, 5-17
of finance headers and lines, 5-4 entering, 5-19
Suppliers, 4-3 measurement types, 5-17
creating, 4-3 Training plan budget information
definition of, 12-11 entering, 5-20
of resources, 4-6 Training plan cost information
Suppliers window, 4-3 entering, 5-20
Surveys Training plan measurement type
creating, 8-6 entering, 5-18
Training Resource key flexfield, 4-5
TRAINING_CENTRE, 4-6
T
Test Builder U
requirements, 8-2
Test questions Unavailable
changing question type, 8-9 making resources, 4-9
deleting, 8-10 Unavailable or block-booked resources, 4-9
feedback, 8-9 Update competencies, 3-20
managing, 8-9 Update Learner Competencies window, 3-20
managing responses, 8-10 Upload
response values, 8-10 content, 9-8
Index-7
Upload content Currencies, 12-24
setting up a content server, 12-17 Customer Details, 3-7
Use signed SCORM applet, 12-17 Customers, 4-4
Useful resources, 4-8 Enrollment Detail, 3-7
Enrollment Status Exclusions, 12-60
Enrollment Statuses, 6-5
V Enrollment Summary, 3-19
Venues Enter Person, 4-5
as resource type, 4-5 External Learning, 3-23
booking, 4-8 Location, 12-12
Organization, 12-13, 12-14
W Price List, 5-13
Resources, 4-6
Waiting list, 3-3 Suppliers, 4-3
Waitlisting Third Party Details, 3-7
automatic enrollment, 3-3 Update Learner Competencies, 3-20
Windows
Application Utilities Lookups, 12-5
Index-8
Index-9