Olm implementation steps
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The document provides guidelines for implementing Oracle Learning Management. It outlines setting up flexfields, organizations, resources, content management, courses and offerings, class enrollment, financial setup, and profile options. Key steps include defining flexfield structures, creating organizations and locations, setting up the content server and folders, defining delivery modes and categories, creating courses and offerings, entering learners and managers, and configuring financial and system options.
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Olm implementation steps
- 1. Oracle Learning Management Implementation Guidelines Flexfields............................................................................................................................................................2 Define structures for the Training Resources Key Flexfield......................................................................................2 Define Lookup Tables.................................................................................................................................................6 Organizations....................................................................................................................................................7 Define Location for ABC Ltd Corporate HQ.............................................................................................................7 Define Business Group...............................................................................................................................................7 Define Training Center organizations.......................................................................................................................14 Define 1 HR Organization (subsequently Learners will be assigned to this Organization).....................................15 Define 2 employees (these employees are to be created a training resources subsequently)...................................15 Define Resources......................................................................................................................................................16 Content management........................................................................................................................................19 Set Up Content Server...............................................................................................................................................19 Create Content Folders..............................................................................................................................................20 Create Learning Object.............................................................................................................................................21 Import Content..........................................................................................................................................................22 Courses and Resources (Required).................................................................................................................24 Define Delivery Mode..............................................................................................................................................24 Create caregories.......................................................................................................................................................27 Create a root category and 2 other categories................................................................................................27 Create Courses..........................................................................................................................................................30 Create Offerings........................................................................................................................................................32 Create 2 Online Offerings.........................................................................................................................................35 Class and Enrollment Management................................................................................................................37 Create Enrollment Statuses.......................................................................................................................................37 Create Booking Priorities..........................................................................................................................................37 Define Automatic Waitlist Enrollments Profile Options..........................................................................................38 Enter Learners and Training managers.....................................................................................................................38 Create Employees as Learners and Training Managers........................................................................................38 Financials Setup................................................................................................................................................39 Define a GL Set of Book...........................................................................................................................................39 Define Structure of Sales Tax Location Flexfield....................................................................................................39 Define GRE/Legal Entity and Operating Unit..........................................................................................................39 Setup MO: Operating Unit........................................................................................................................................39 Run Replicate Sees Data...........................................................................................................................................39 Setup Inventory Organizaion....................................................................................................................................39 Choose Set of Book...................................................................................................................................................39 Set Up System Options.............................................................................................................................................40 Set Up Financials Options.........................................................................................................................................40 Define Supplier and Supplier Contact......................................................................................................................41 Set Up Cross Charging..............................................................................................................................................42 Create Finance Header..............................................................................................................................................42 Create Price List........................................................................................................................................................42 Set Up the profile options.........................................................................................................................................43 Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 1 of 43 Rev 1
- 2. Oracle Learning Management Implementation Guidelines Flexfields Define structures for the Training Resources Key Flexfield • Venue • Trainer • PC • Books • Projectors Responsibility: System Administrator Navigation: Application > Flexfields > Key > Segments Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 2 of 43 Rev 1
- 3. Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 3 of 43 Rev 1
- 4. Freeze and Compile the structure Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 4 of 43 Rev 1
- 5. Populate values for the Independent Value Sets Repeat the steps for the other structures Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 5 of 43 Rev 1
- 6. Define Lookup Tables Responsibility: Human Resource, Vision Enterprise Navigation: Other Definitions > Lookup Tables • Define Resource Types • Define Class Statuses • Create Booking Priorities Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 6 of 43 Rev 1
- 7. Organizations Define Location for ABC Ltd Corporate HQ Responsibility: Human Resource, Vision Enterprise Navigation: Work Structures > Location Define Business Group Responsibility: Human Resource, Vision Enterprise Navigation: Work Structures > Organisation > Description Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 7 of 43 Rev 1
- 8. Go to Other tab and select Business Group Info 1. Define the following Responsibilities (assuming that relevant Financials and Core HRMS implementations are also undertaken) • ABC Learning Administrator • ABC Super HR Manager • ABC Order Management Super USER • ABC Learner Self-Service • ABC Learner Manager Responsibility: System Administrator Navigation: Security > Responsibility > Define Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 8 of 43 Rev 1
- 9. Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 9 of 43 Rev 1
- 10. Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 10 of 43 Rev 1
- 11. 2. Setup HR:Security Profile for all the above mentioned Responsibilities Responsibility: System Administrator Navigation: Profile > system Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 11 of 43 Rev 1
- 12. Repeat for all other Responsibilities Set up HR:User Type for the Order Management Responsibility Set up HR: Cross Business Group to ‘No’ 3. Create the Implementor user and assign appropriate Respinsibilities Responsibility: System Administrator Navigation: Security > User > Define 4. Log on with new user for all subsequent stpups Assign Roles to User Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 12 of 43 Rev 1
- 13. Login as SYSADMIN/SYSADMIN Responsibility: User Management (N) Users Assign the following Roles Learning Administrator Learning Assessment Administrator Learning Catalog Administrator Learning Content Administrator Learning Enrollment Administrator Learning Finance Administrator Learning Resource Administrator Learning Setup Administrator Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 13 of 43 Rev 1
- 14. Define Training Center organizations Responsibility: ABC Super HRMS Manager - India Navigation: Security > Work Structures > Organization > Description Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 14 of 43 Rev 1
- 15. Define 1 HR Organization (subsequently Learners will be assigned to this Organization) Define 2 employees (these employees are to be created a training resources subsequently) Responsibility: ABC Super HRMS Manager - India Navigation: People > Enter and Maintain – New Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 15 of 43 Rev 1
- 16. Define Resources Responsibility: ABC Learning Administrator - India Navigation: Resources > Definitions Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 16 of 43 Rev 1
- 17. Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 17 of 43 Rev 1
- 18. Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 18 of 43 Rev 1
- 19. Content management Set Up Content Server Responsibility: ABC Learning Administrator - India Navigation: Learning Administration > Setup > Content Servers > Create Content Server Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 19 of 43 Rev 1
- 20. Create Content Folders Responsibility: ABC Learning Administrator - India Navigation: Learning Administration > Content > Create Folder Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 20 of 43 Rev 1
- 21. Create Learning Object Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 21 of 43 Rev 1
- 22. Import Content Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 22 of 43 Rev 1
- 23. Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 23 of 43 Rev 1
- 24. Courses and Resources (Required) Define Delivery Mode Responsibility: ABC Learning Administrator - India Navigation: Learning Administration > Setup > Delivery Modes > Create Delivery Mode Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 24 of 43 Rev 1
- 25. Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 25 of 43 Rev 1
- 26. Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 26 of 43 Rev 1
- 27. Create caregories Create a root category and 2 other categories Responsibility: ABC Learning Administrator - India Navigation: Learning Administration > Catalog > Create Category Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 27 of 43 Rev 1
- 28. Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 28 of 43 Rev 1
- 29. Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 29 of 43 Rev 1
- 30. Create Courses Under category Oracle HRMS create a few courses Responsibility: ABC Learning Administrator - India Navigation: Learning Administration > Create Course Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 30 of 43 Rev 1
- 31. Repeat the steps to create some more courses Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 31 of 43 Rev 1
- 32. Create Offerings Create 2 Offerings of a course with 2 different Offline Delivery Modes Responsibility: ABC Learning Administrator - India Navigation: Learning Administration > Create Offerings Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 32 of 43 Rev 1
- 33. Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 33 of 43 Rev 1
- 34. Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 34 of 43 Rev 1
- 35. Create 2 Online Offerings Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 35 of 43 Rev 1
- 36. Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 36 of 43 Rev 1
- 37. Class and Enrollment Management Create Enrollment Statuses Responsibility: ABC Learning Administrator - India Navigation: Setup > Enrollment Statuses Create Booking Priorities Responsibility: ABC Learning Administrator - India Navigation: Setup > Setup > Lookup Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 37 of 43 Rev 1
- 38. Define Automatic Waitlist Enrollments Profile Options o OTA: Activate Automatic Waitlist Enrollments o OTA: Automatic Waitlist Enrollment Default Booking Status o OTA: Automatic Waitlist Enrollments: Hours Prior To Class o OTA: Waitlist Sorting Criteria Responsibility: ABC Learning Administrator - India Navigation: Profile > System Enter Learners and Training managers Create Employees as Learners and Training Managers Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 38 of 43 Rev 1
- 39. Financials Setup Define a GL Set of Book Define Structure of Sales Tax Location Flexfield Define GRE/Legal Entity and Operating Unit Setup MO: Operating Unit Run Replicate Sees Data Setup Inventory Organizaion Choose Set of Book Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 39 of 43 Rev 1
- 40. Set Up System Options Set Up Financials Options Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 40 of 43 Rev 1
- 41. Define Supplier and Supplier Contact Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 41 of 43 Rev 1
- 42. Set Up Cross Charging Create Finance Header Create Price List Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 42 of 43 Rev 1
- 43. Set Up the profile options • OTA: Automatic Creation of Finance Headers and Lines • OTA: Automatic Finance Header Approval • OTA: Automatic Transfer to GL Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion- gate02.doc Effective 01/13/06 Page 43 of 43 Rev 1