19D Learning Activity Guide

Oracle HCM Cloud: Learning
Activity Guide
D105471GC10 | D105937
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Table of Contents
Practices for Lesson 1: Course Overview ..................................................................................... 7

Practices for Lesson 1 .................................................................................................................... 8
Practice Information: Student Identifiers ......................................................................................... 9
Practices for Lesson 2: Learning Overview ................................................................................... 11
Practices for Lesson 2: Overview ................................................................................................... 12
Practice 2-1: Navigating the Learning Environment and making a Noncatalog Learning Request 13
Practice 2-2: Navigating Learning Administration ........................................................................... 17
Practices for Lesson 3: Setup Tasks .............................................................................................. 19
Practices for Lesson 4: Access Control and Access Groups ..................................................... 21
Practices for Lesson 5: Learning Catalog and Items Overview .................................................. 23
Practices for Lesson 6: Catalog Resources: Self-Paced ............................................................. 25
Practice 6-1: Importing Content into Catalog Resources ............................................................... 27
Practices for Lesson 7: Setting up Courses, Offerings and Activities in the Learning
Catalog ............................................................................................................................................... 29
Practice 7-1: Creating a Course...................................................................................................... 31
Practice 7-2: Creating an Offering .................................................................................................. 32
Practice 7-3: Creating an Activity .................................................................................................... 33
Practice 7-4: Experiencing an Offering ........................................................................................... 34
Practices for Lesson 8: Creating Instructor-Led Resources and Training................................ 35
Practice 8-1: Creating a Classroom ................................................................................................ 37
Practice 8-2: Creating a Training Supplier ...................................................................................... 38
Practice 8-3: Managing an ILT Offering .......................................................................................... 39
Practices for Lesson 9: Virtual Instructor-Led Training ............................................................... 41
Practice 9-1: Creating a Virtual ILT Offering ................................................................................... 43
Practice 9-2: Creating a Blended Learning Offering ....................................................................... 45
Practices for Lesson 10: Requests and Assignments ................................................................. 47
Practices for Lesson 10: Overview ................................................................................................. 48
Copyright © 2019, Oracle and/or its affiliates. All rights reserved.
Oracle HCM Cloud: Learning – Table of Contents iii

Practice 10-1: Requesting a Noncatalog Learning Item ................................................................. 49
Practice 10-2: Requiring an Offering from a Specific Set of Learners ............................................ 50
Practices for Lesson 11: Approvals, Waitlists, and Managing Learners .................................... 53
Practice 11-1: Updating Assignment Status for Learners ............................................................... 55
Practices for Lesson 12: Initiatives and Advanced Assignment Rules ...................................... 57
Practice 12-1: Requiring Business Conduct Training for All Employees ........................................ 59
Practice 12-2: Requiring Learning Initiative for 2020 ...................................................................... 61
Practices for Lesson 13: Specializations ....................................................................................... 63
Practice 13-1: Creating a Simple Specialization ............................................................................. 65
Practice 13-2: Creating a Typical Specialization ............................................................................ 67
Practice 13-3: Experiencing a Specialization.................................................................................. 70
Practices for Lesson 14: Learning Outcomes and Prerequisites ................................................ 71
Practice 14-1: Adding Learning Outcome to a Course ................................................................... 73
Practice 14-2: Searching Courses Based on Learning Outcome ................................................... 75
Practices for Lesson 15: Questionnaires ....................................................................................... 77
Practice 15-1: Creating Questions .................................................................................................. 79
Practice 15-2: Creating a Questionnaire Template ........................................................................ 81
Practice 15-3: Creating a Questionnaire ......................................................................................... 84
Practices for Lesson 16: Assessments and Evaluations ............................................................. 85
Practice 16-1: Modifying a Learning Evaluation for an Offering ..................................................... 87
Practices for Lesson 17: Self-Service Videos and Tutorials ........................................................ 89
Practice 17-1: Finding and Watching a Video ................................................................................. 91
Practice 17-2: Finding and Viewing a Tutorial ................................................................................ 92
Practice 17-3: Publishing a Video ................................................................................................... 94
Practice 17-4: Authoring a Tutorial ................................................................................................. 95
Practices for Lesson 18: Communities .......................................................................................... 97
Practice 18-1: Creating a Community ............................................................................................. 99
Practice 18-2: Automating Community Administration by Making Members Required Members
and Creating Assignments .............................................................................................................. 101
Appendix A: Instructor Demonstrations ........................................................................................ 103
iv Oracle HCM Cloud: Learning – Table of Contents

Instructor Demonstrations for the Course: Overview ...................................................................... 104
Instructor Demonstration L3-1: Managing Learning Evaluation Default Settings ........................... 105
Instructor Demonstration L3-2: Enabling Social Network Conversations ....................................... 106
Instructor Demonstration L3-3: Viewing Configuration Parameters for Skillsoft and Webex ......... 107
Instructor Demonstration L3-4: Configuring Alerts.......................................................................... 108
Instructor Demonstration L3-5: Configuring the Default Values ..................................................... 109
Instructor Demonstration L3-6: Viewing Virtual Classrooms Alerts ................................................ 110
Instructor Demonstration L3-7: Viewing Virtual Classroom Scheduled Processes ........................ 111
Instructor Demonstration L4-1: Defining System Level Default Access Rules for Learners .......... 112
Instructor Demonstration L8-1: Creating an Instructor ................................................................... 113
Instructor Demonstration L9-1: Assigning an Instructor to the Configured WebEx Account .......... 114
Instructor Demonstration L11-1: Managing Approval Transactions ............................................... 115
Instructor Demonstration L11-2: Configuring Approval Rules ........................................................ 116
Oracle HCM Cloud: Learning – Table of Contents v

vi Oracle HCM Cloud: Learning – Table of Contents

Practices for Lesson 1:
Course Overview
Practices for Lesson 1
There are no practices for this lesson.
8 Practices for Lesson 1: Course Overview

Practice Information: Student Identifiers
Use your assigned student identifiers to create a unique name for the data you create in the
practices. For example, wherever you see XXX, substitute your student identifier L01.
Note: If you are taking this class as a Training on Demand with no live instructor, use the row
that corresponds with the number you were assigned by the Training On Demand/Cloud
Learning Subscription group when you received your environment information. For example, if
you were assigned 3, then use Identifier L03.
Student Identifier Your.Learner Your Person Number
L01 Lindsay.Allen 695
L02 Anthony.Brecek 652
L03 Mike.Breece 653
L04 Elizabeth.Brown 696
L05 Kristen.Garrity 363
L06 Linda.Cairns 683
L07 Luke.Campbell 2528
L08 Harold.Chow 689
L09 Susan.Copeland 677
L10 Heather.Goodsell 2530
L11 Mike.Finkle 655
L12 Melissa.Howard 697
L13 Henry.Jones 538
L14 Kyle.Lorenson 656
L15 Landy.Madrid 698
L16 Suzanne.Martha 699
L17 Heejun.Park 1028
L18 Anoop.Raj 1035
L19 Joseph.Thomas 578
L20 Anthony.Wesley 657
Practices for Lesson 1: Course Overview 9

10 Practices for Lesson 1: Course Overview

Learning Overview
Practices for Lesson 2: Overview
Practices Overview
In this practices, you will navigate the Learning environment as both a learner and learning
administrator.
Prerequisites
The practices in this course build upon each other. If you are skipping them or performing them
out of sequence, you may not be able to successfully complete the activities in other practices.
Note: Throughout this class use the Mozilla Firefox browser to access the application.
12 Practices for Lesson 2: Learning Overview

Practice 2-1: Navigating the Learning Environment and making a
Noncatalog Learning Request
Overview
In this practice, the Learner will navigate the Learning environment.
Assumptions
 Time: Approximately 10 minutes
 Replace XXX with your student identifier (e.g. L01).
Tasks
1. Sign in and navigate.
a. Sign in as Your.Learner.
b. On the Home page click the Me category.
c. From the Apps section, click What to Learn.
2. Access the Learning Catalog
a. On the Learning Page, click Browse Recently Added Learning to access the full
Learning Catalog.
b. On the Learning Catalog page, notice the filters on the left pane and the various
learning items on the right pane.
c. Scroll down the list of learning items and note the number of offerings listed for certain
courses.
d. Click the arrow next to the page header Learning.
3. View the Current Learning area.
a. On the What to Learn page, briefly view the Required and other learning tiles.
b. On the Required Learning tile, click the View All Required Learning Items link.
 Result: The Current Learning page displayed with any current assignments.
c. In the Assignments section, note the Required Learning items and any activities
noted on each learning tile.
d. Click Voluntary Learning.
e. In the Voluntary Learning section note any voluntary learning assignments would be
listed here.
f. Click the arrow next to the page header Current Learning.
4. View Requested Learning and make a noncatalog learning request.
a. On the What to Learn page, click the Actions menu and select View Requested
Learning.
Note: This is where users can view their requested learning assignments.
Practices for Lesson 2: Learning Overview 13

b. On the Requested Learning page, click Actions.
Note: Users can either submit a request for Noncatalog learning items for themselves
or for their team.
c. Click Request Noncatalog learning.
d. On the Request Learning page, in the Title field, enter French for Business.
e. In the Expected Training Hours field, enter 20. Leave the rest of the fields blank.
f. Click Submit. At the prompt, click OK.
g. Click the arrow next to the page header Requested Learning.
5. View My Learning Communities
a. On the What to Learn page, click the Actions menu and select View My Learning
Communities.
Note: This area will list any communities that are managed by the user and joined by
the user.
b. Click the arrow next to the page header My Learning Communities.
6. View Recommendations.
a. On the What to Learn page, click the Actions menu and select View
Recommendations.
Note: This is where users can view items that have been recommended to them and
items that have been recommended by them.
b. Click the arrow next to the page header View Recommendations.
7. View the Shared Learning area.
a. On the What to Learn page, click the Actions menu and select View Shared
Learning.
b. On the Shared Learning page, click Actions and select Publish Video.
Note: This is where users with the proper security access can select and upload
videos to publish to other employees.
c. Click Cancel.
d. On the Shared Learning page, click Actions and select Author Tutorial.
Note: This is where users can create a tutorial utilizing various learning items.
e. Click Cancel.
f. On the Shared Learning page, click Actions and select Create Community.
Note: This is where users can create a learning community around a particular topic.
g. Click the arrow next to the page header Create Learning Community.
h. Click the arrow next to the page header Shared Learning to return to the What to
Learn page.
8. Search for an item.
a. In the Search field enter, How to Stay Active.
b. Click Search.
c. In the Learning Catalog filters, in the Learning Item Type field, select Tutorial.

d. Click the Search icon to narrow results.
e. Click How to Stay Active in the Workplace.
Note: A Tutorial contains multiple items.
f. On the How to Stay Active in the Workplace page, review the items in the Table of
Contents area.
g. In the Overview section, identify the Views total.
h. Click the arrow next to the page header How to Stay Active in the Workplace.
i. On the Learning page in the Learning Catalog section in the Keyword field enter,
Life at Vision Corporation.
j. In the Learning Item Type field, ensure the field is blank.
k. Click Search.
l. Click Life at Vision Corporation-Uniquely Individual.
m. On the Life at Vision Corporation-Uniquely Individual page in the video panel, click
the Pause button.
n. On the Life at Vision Corporation-Uniquely Individual page, click Actions and
select Recommend.
o. In the Recommend Learning window in the With this note field enter, Take a look at
this great video about Vision.
p. In the To these people field, click the Search icon.
q. In the Name field, enter Brian Joseph, click Search.
r. From the list, select Brian Joseph’s Org. Click OK.
s. Click Submit.
t. At the Confirmation message, click OK.
9. Rate a video.
a. Click Actions and select Rate.
b. In the Rate This Video window, click the fourth star from the left.
c. In the Comments field enter, This is a good testimonial video.
d. Click Submit.
10. Review the Copy Link feature.
a. Click Actions and select Copy Link.
b. Review the link options in the Learning Item Number window.
c. Click X to close the Learning Item window.
d. Click Home.
11. Add the Learning App for learners.
a. Click the Navigator, expand the Me section.

b. Click the Learning app.
Note: This Learning app for learners is another optional navigation for learners to view
learning categories on tiles. The same app and icon name are used for Learning
managers under My Client Groups but access different information.
c. Click the menu next to your username and click Sign out.

Practice 2-2: Navigating Learning Administration
Overview
In this practice, the Learning Specialist will navigate to Learning Administration.
Assumptions
Tasks
a. Sign in as curtis.feitty.
b. On the Home page click the My Client Groups category.
c. From the Apps section, click Learning.
 Result: The Administrator Dashboard displays. This page may take a moment
to load with live data. Notice the left hand tabs indicate that you are on the
Administrator Home tab. Other tabs in this section will be reviewed in other
lessons.
2. Explore the Administrator Dashboard
a. Scroll down to the bottom of the current dashboard page to the Compliance –
Managers with the Most Overdue Directs section.
b. At the bottom of the table, click the double arrow to display 500 rows per page.
c. Scroll to the top of the page. Click the Advanced Search link. Notice you can access
the Learning Catalog page here.
d. Click the arrow next to the page header Learning to return to the Administrator
Dashboard page.
e. Click the menu next to your username and click Sign out.


Practices for Lesson 3: Setup
Tasks
20 Practices for Lesson 3: Setup Tasks

Access Control and Access
Groups
22 Practices for Lesson 4: Access Control and Access Groups

Learning Catalog and Items
Overview
24 Practices for Lesson 5: Learning Catalog and Items Overview

Catalog Resources: Self-
Paced
Practices Overview
In these practices, you will:
 Import content
Prerequisites
26 Practices for Lesson 6: Catalog Resources

Practice 6-1: Importing Content into Catalog Resources
Overview
In this practice, the Learning Specialist needs to import content into Catalog Resources in order
to set up a CPR-related course in the future.
Assumptions
Tasks
2. Access Catalog Resources and add content.
a. On the left navigation panel, click Catalog Resources.
b. If necessary, on the Catalog Resources page tabs, click Content.
c. In the Search Results section, click Add Content and select Add PDF File.
d. In the Import Content window, click Drag and drop a PDF file here or browse for a
PDF file to upload.
e. In the Upload window, access the D drive and select D:\Labs|Learning\PDF\CPR
document.pdf or access from your downloaded course files and select
CPRdocument.pdf.
f. Click Open.
g. In the Import Content window in the Title field, enter, XXX CPR Training.
h. Click Save and Close.
3. Search for the content.
a. If necessary, on the Catalog Resources page in the Search area, in the Keywords
field enter, CPR.
b. Click Search.
Note: Depending on the size of the content, the file could take a moment to load before
it is available in the search results.
4. View the content.
a. In the Search Results section, click XXX CPR Training.
b. View the information on the XXX CPR Training page including the ability to preview
the document.
c. Click Cancel.
Practices for Lesson 6: Catalog Resources 27

28 Practices for Lesson 6: Catalog Resources

Setting up Courses, Offerings
and Activities in the Learning
Catalog
Practices Overview
 Create a course
 Create an offering
 Create an activity
 Experience an offering
Prerequisites
30 Practices for Lesson 7: Setting up Courses, Offerings and Activities in the Learning Catalog
Practice 7-1: Creating a Course
Overview
In this practice, the Learning Specialist needs to create a course for CPR training.
Assumptions
Tasks
a. Ensure that you are signed in as curtis.feitty.
b. Ensure that you are in the Learning application, if not:
1) On the Home page click the My Client Groups category.
2) From the Apps section, click Learning.
c. On the left navigation panel, click Learning Catalog.
2. Create a Course.
a. On the Learning Catalog page, click Courses.
b. In the Search Results section, click Create.
c. On the General Information tab in the Basic Information section, in the Title field,
enter XXX CPR Training.
d. In the Syllabus field enter, CPR training designed to know how to treat both kids
and adults.
e. In the Short Description field, enter We deliver CPR training designed for the way
you live, and learn.
f. In the Other Details section in the Minimum Expected Effort field, enter 3 Hours.
g. In the Maximum Expected Effort field, enter 3 Hours.
h. In the Currency field ensure that USD is selected.
i. In the Minimum Price field, enter 100.
j. In the Cover Art field, click Add Cover Art.
k. In the Add Cover Art window, click Click here to select an image to upload.
l. In the upload window, access the D drive and select
D:\Labs|Learning\Images\OCPC-Industry-Healthcare.jpg or access from your
downloaded course files and select OCPC-Industry-Healthcare.jpg.
m. Click Open.
n. Click Done.
o. On the Create Course page, click Save and Close.
Do not navigate from this step.
Practices for Lesson 7: Setting up Courses, Offerings and Activities in the Learning Catalog 31
Practice 7-2: Creating an Offering
Overview
In this practice, the Learning Specialist needs to create an offering for CPR training.
Assumptions
Tasks
1. Create an Offering.
a. From the XXX CPR Training page, click Offerings.
b. In the Search Results section, click Create and select Self-Paced Offering.
c. On the General Information tab in the Basic Information section in the Title field,
enter XXX CPR Training – Online.
d. In the Description field, enter Learn CPR at your own pace how to treat both kids
and adults.
e. Notice the Offering Type field shows Self-Paced.
f. Click Save and Close.
Do not navigate from this step.
Practice 7-3: Creating an Activity
Overview
In this practice, the Learning Specialist needs to create an activity for CPR training.
Assumptions
Tasks
1. Create an Activity for the Offering.
a. From the XXX CPR Training - Online page, click Edit.
b. Click Activities.
c. Click Create.
d. In the Activity Details section in the Title field, enter XXX Online Content.
e. In the Description field, enter CPR Online Content.
f. In the Offering Content field, click the Search icon.
g. In the Search section, in the Keywords field, enter CPR.
h. Click Search.
i. In the Search Results section, select XXX CPR Document.
j. Click Select.
1) Notice the Content Type field automatically inserted the PDF file type.
k. In the Activity Details section in the Expected Effort field, enter 3 Hours.
l. Click Close.
m. On the Edit Self-Paced Activity page, click Close.
2. Verify the activity is created.
a. On the XXX CPR Training - Online page, verify the activity you just created is listed
as an activity.
b. Click Save and Close.
c. Expand the Activity section and note the activity listed as well as the dashboard count
of activities displays 1 on the left hand Definition section.
d. Sign out of the application.
Practices for Lesson 7: Setting up Courses, Offerings and Activities in the Learning Catalog 33
Practice 7-4: Experiencing an Offering
Overview
In this practice, the user will experience an offering as a learner.
Assumptions
Tasks
a. Ensure that you are signed in as Your.Learner.
d. On the What to Learn page in the Search field enter, CPR.
e. Click the Search icon.
 Result: The Learning Catalog displays with the search results. Notice the XXX
CPR Training course shows 1 offering.
f. From the Learning Catalog, click XXX CPR Training.
2. Experience an offering.
a. On the XXX CPR Training page, click Start Learning.
b. Click Start Learning.
c. Click View to open the content in a new browser tab.
d. Once you have reviewed the content, click X to close the browser tab.
e. At the Thank you for completing the offering message, click the arrow next to the
page header XXX CPR Training - Online.
f. The system confirms your completion. Click the arrow next to the page header XXX
CPR Training.
Creating Instructor-Led
Resources and Training
Practices Overview
 Create a classroom
 Create a training supplier
 Manage an ILT offering
Prerequisites
36 Practices for Lesson 8: Creating Instructor-Led Resources and Training

Practice 8-1: Creating a Classroom
Overview
In this practice, the Learning Specialist will create a classroom.
Assumptions
Tasks
b. Ensure that you are on the Catalog Resources page, if not:
3) In the left navigation, click Catalog Resources.
2. Create an Instructor.
a. On the Catalog Resources page, click Classrooms.
c. On the Create Resource page in the Classroom Details section in the Title field
enter, XXX - Vision Board Room.
d. In the Description field enter, An executive board room.
e. In the Capacity field enter, 15.
f. In the Location field, click Select Named Location and search for and select North
Campus in San Mateo.
g. Click Save and Close.
Practices for Lesson 8: Creating Instructor-Led Resources and Training 37

Practice 8-2: Creating a Training Supplier
Overview
In this practice, the Learning Specialist will create a training supplier.
Assumptions
Tasks
b. Ensure that you are on the Catalog Resources page, if not:
3) In the left navigation, click Catalog Resources.
2. Create a Training Supplier.
a. On the Catalog Resources page, click Training Suppliers.
c. On the Create Training Supplier page in the Training Supplier Details section in the
Title field enter, XXX – Corporate Wise.
d. In the Description field enter, A training facilitation company.
e. In the Contact field search for and select Janice Demarco.

Practice 8-3: Managing an ILT Offering
Overview
In this practice, the Learning Specialist will add a second offering to the CPR Course, an ILT
offering.
Assumptions
Tasks
b. Ensure that you are in the Learning application, if not:
2. Create a second offering for the CPR course.
a. On the left navigation panel, click Learning Catalog.
b. On the Learning Catalog page, click Courses.
c. In the Search section in the Course Keyword field enter, CPR.
d. Click Search.
e. In the Search Results section, click XXX CPR Training.
f. On the XXX CPR Training page on the left hand navigation click Offerings.
g. In the Search Results section, click Create and select Instructor-Led Offering.
h. On the General Information tab in the Basic Information section in the Title field,
enter XXX CPR Training – ILT.
i. In the Description field, enter CPR training to know how to treat both kids and
adults.
j. Scroll down to the Offering Details section.
k. In the Offering Start Date field, select the date 11/2/2020.
l. In the Offering End Date field, select the date 11/2/2020.
m. Click the Primary Classroom menu and click the Search link.
n. Search for XXX and select XXX – Vision Board Room.
o. Highlight XXX – Vision Board Room and click OK.
p. In the Facilitator Type field, select Instructor.
q. In the Primary Instructor field, click the Search link.
r. Search for Elizabeth and select Elizabeth Mavery and click OK.
s. In the Capacity Rules section, select the Capacity Rules checkbox.
Practices for Lesson 8: Creating Instructor-Led Resources and Training 39

t. In the Maximum Capacity field, enter 15.
u. In the Waitlist Rules field, ensure the Allow joining the waitlist from self-service
checkbox is selected.
v. Click Save and Close.
3. Create the Activity.
a. On the XXX CPR Training – ILT page, click Edit.
c. Click Create.
d. On the Add Instructor-Led Activity page in the Title field enter, ILT 11/2/2020.
e. In the Description field enter, ILT CPR Offering.
f. In the Start Time field enter, 9:00 AM.
g. In the End Time field enter, 12:00 PM.
h. If necessary, in the Time Zone field, select (UTC-05:00) New York – Eastern Time
(ET).
i. In the Other Details section in the Expected Effort field, enter 3 Hour.
j. Select the Allow person completing the activity to mark themselves complete
checkbox.
k. The Delivery details section verify that Elizabeth Mavery is listed in the Instructors
field. If necessary, in in the Instructors field, enter Elizabeth Mavery.
l. In the Classrooms field, verify that XXX – Vision Board Room is listed.
m. Click Close.
n. The activity has been added. Click Save and Close.
4. Verify the activity is listed.
a. On the XXX CPR Training – ILT page, expand the Activities section and verity the
ILT activity you just created is listed.
b. Click the arrow next to the page header XXX CPR Training – ILT.
c. Notice there are two offerings now listed for this course, one online and one ILT.

Virtual Instructor-Led
Training
Practices Overview
 Manage a virtual instructor-led training offering
 Create a blended learning offering
Prerequisites
42 Practices for Lesson 9: Virtual Instructor-Led Training

Practice 9-1: Creating a Virtual ILT Offering
Overview
In this practice, the Learning Specialist will create a virtual instructor-led training offering.
Assumptions
Tasks
d. On the left navigation panel, click Learning Catalog.
e. On the Learning Catalog page, click Courses.
f. In the Search section in the Course Keyword field enter, CPR.
g. Click Search.
h. In the Search Results section, click XXX CPR Training.
2. Create an offering.
a. Click Offerings.
b. In the Search Results section, click Create and select Instructor-Led Offering.
c. On the General Information tab in the Basic Information section in the Title field,
enter XXX CPR Training – VILT.
d. In the Description field enter, CPR training to know how to treat both kids and
adults.
e. In the Offering Start Date field, select 11/2/2020.
f. In the Offering End Date field, select 11/2/2020.
g. In the Capacity Rules section, select the Capacity Rules checkbox.
h. In the Maximum Capacity field enter, 30.
i. Click Save.
3. Create the Activity.
a. Click Activities.
b. Click Create.
c. On the Add Instructor-Led Activity page in the Title field, enter VILT 11/2/2020.
d. In the Description field, enter Virtual ILT CPR Offering.
e. If necessary, in the Scheduling Details section in the Activity Date field, click the
Select Date icon. Select the date 11/2/2020.
f. In the Start Time field, enter 9:00 AM.
Practices for Lesson 9: Virtual Instructor-Led Training 43

g. In the End Time field, enter 12:00 PM.
h. If necessary, in the Time Zone field, select (UTC-05:00) New York – Eastern Time
(ET).
i. In the Other Details section in the Expected Effort field, enter 3 Hour.
j. In the Delivery details section select the Virtual Classroom option.
k. In the Virtual Classroom field, click the search icon.
l. In the Search and Select Virtual Classroom window in the Search section in the
Virtual Classroom Provider field, select WebEx.
m. In the Product field, select Training Center.
n. Click Search.
o. In the Search Results section, click Glenn Bolt with Training Center in the Product
column.
p. Click Select.
q. Click Close.
r. Note the VILT session listed in the Activities list. Check the Enable evaluation box.
s. Click Save and Close.
t. Click the arrow next to the page header XXX CPR Training – VILT.
u. Notice there are now 3 offerings listed for the CPR Training course, VILT, ILT and
Online.
Do not navigate from this screen.

Practice 9-2: Creating a Blended Learning Offering
Overview
In this practice, the Learning Specialist will create a blended learning offering.
Assumptions
Tasks
b. On the Home page click the My Client Groups area.
g. Click Search.
2. Create an offering.
a. On the XXX CPR Training page, click Offerings.
b. In the Search Results section, click Create and select Blended Offering.
c. On the General Information tab in the Basic Information section in the Title field
enter, XXX CPR Training - Blended Offering.
d. In the Description field enter, CPR Blended Offering.
e. In the Offering Details section, in the Offering Start Date field enter, 11/2/2020.
f. In the Offering End Date field enter, 11/2/2020 if necessary.
g. In the Capacity Rules section, select the Capacity Rules checkbox.
h. In the Maximum Capacity field, enter 30.
i. Click Save.
3. Add the Self-Paced Activity.
a. Click Activities. (If necessary, click Save at the prompt).
b. Click Add Activity, and select Add Self-Paced Activity.
c. In the Activity Details section in the Title field enter, XXX CPR Training Self-Paced
Introduction.
d. In the Description field, enter CPR Self-Paced introduction.
e. In the Offering Content field, click the search icon.
f. In the Search section in the Keywords field enter, CPR.
Practices for Lesson 9: Virtual Instructor-Led Training 45

g. Click Search.
h. In the Search Results section, select XXX CPR Document.
i. Click Select.
j. Click Close.
4. Add the Instructor-Led Activity.
a. On the Activities tab, click Add Activity and select Add Instructor-Led Activity.
Note: If there were not loaded activities or a new one was necessary, you could click
Create from Activity to create a new one.
b. On the Add Instructor-Led Activity page in the Title field enter, XXX CPR Training –
ILT 11/2/2020.
c. In the Description field enter, CPR Blended Learning ILT.
d. If necessary, in the Scheduling Details section in the Activity Date, click the Select
Date icon. Select the date 11/2/2020.
e. In the Start Time field enter, 9:00 AM.
f. In the End Time field enter, 12:00 PM.
g. If necessary, in the Time Zone field, select (UTC-05:00) New York – Eastern Time
(ET).
h. In the Other Details section in the Expected Effort field, enter 3 Hour.
i. Select the Allow person completing the activity to mark themselves complete
checkbox.
j. In the Delivery details section in the Instructors field, search for and select Elizabeth
Mavery.
k. In the Classrooms field enter, search for and select New York Campus.
l. Click Close. Note the two activities listed.
m. Click Save and Close.
n. Expand the Activities section if necessary and verify the two activities you created are
listed for the blended offering.
o. Click the arrow next to the page header XXX CPR Training - Blended Offering page.
p. Note there are now four different offerings for the XXX CPR Training course.

Requests and Assignments
Practices Overview
 Request a noncatalog learning item
 Require an offering from a specific set of learners
Prerequisites
48 Practices for Lesson 10: Requests and Assignments

Practice 10-1: Requesting a Noncatalog Learning Item
Overview
In this practice, the user will request a noncatalog learning item.
Assumptions
Tasks
2. Request a noncatalog learning item.
a. On the What to Learn page, click Actions and select Request Noncatalog Learning.
b. On the Request Learning page in the Title field enter, XXX Basic First Aid Training.
c. In the Description field enter, Learn basic first aid training with the following
topics:, 1) Emergency Response, 2) Bleeding, Shock, & Soft-Tissue Injuries, 3)
Bone, Joint, & Muscle Injuries, 4) Medical Emergencies, and 5) Heat & Cold-
Related Illness / Injury.
d. In the Expected Training Hours field, enter 2.
e. In the Start on or After field, enter 01/01/2020.
f. In the Complete By field, enter 07/01/2020.
g. In the Comments field, enter This will help the company to develop a safer work
environment.
h. Click Submit.
i. At the Information message, click OK.
j. In the Username menu, click Sign out.
Practices for Lesson 10: Requests and Assignments 49

Practice 10-2: Requiring an Offering from a Specific Set of Learners
Overview
In this practice, the Specialist will require an offering from a specific set of learners and access
default settings will be verified.
Assumptions
Tasks
d. On the left hand tabs, click Learning Catalog.
g. Click Search.
2. Assign Learners to the Self-Paced Offering.
a. On the XXX CPR Training page, click Offerings.
b. In the Title field enter, XXX.
c. Click Search.
d. Click the Self-Paced Offering XXX CPR Training – Online.
e. Click Learners. (The system may take a moment to load learners). Note the learner
statistics in the Learning Results section.
f. In the Learning Results section, click the Add Learners menu and select Require.
g. On the Require Learning page in the Name field delete default contents and enter,
XXX CPR Assignment 01.
h. In the Description field enter, CPR Assignment for the team.
i. In the Start date field, leave the default date of today.
j. In the Assign As field, select Self.
k. In the With this note field enter, This training should be completed within one
week.
l. In the Due Date field, click the Select Date icon and select a date one week from
today.
m. Click Next.

3. Select learners using an organizational chart.
a. On the Select Learners page, click the Add menu and select Organization Chart
Criteria.
b. In the Search section in the Name field enter, Robert Jackman.
c. Click Search.
d. Click Robert Jackman’s Directs.
e. Click OK.
4. Select learners using the learners search.
a. Click Add menu and select Person.
b. In the Name field, enter the last name of Your.Learner (or to narrow results, enter the
full name the format last name, first name.
c. Click Search.
d. In the Search Results section, click Your.Learner and click Select and Close.
e. You two entries on the Select Learners box. Click Next.
f. Click Submit.
g. At the Information message, click OK.
Note: The learners you selected may not display on the list right away.
5. Set the Access default.
a. At the top of the screen, click Access.
b. Click Manage Default Access.
c. Verify in the Learner Self-Service Settings section, the Initial Learning Record
Status field is set to Active. If not, select Active.
d. Verify in the Manager Self-Service Settings section, in Initial Learning Record
Status field is set to Active. If not, select Active.
Note: These settings will allow the learner to start the trainings without requesting
approval.
e. Click Save.
f. Click OK.
6. Verify the learner statistics.
a. At the top of the screen, click Learning Assignments.
b. In the Initiative Name field enter XXX.
c. Click Search.
d. In the Learner Results list, validate that your.learner is in the list of learners
associated to this assignment.
e. Click the arrow next to the page header XXX CPR Training - Online.
f. Under Search Results, locate the XXX CPR Training – Online offering and view the
statistics under Active and Completed Learners columns. (Some learners may have
completed the offering for this activity previously).
Practices for Lesson 10: Requests and Assignments 51


Approvals, Waitlists, and
Managing Learners
Practices Overview
In this practice, you will update assignment status for learners
Prerequisites
54 Practices for Lesson 11: Approvals, Waitlists, and Managing Learners

Practice 11-1: Updating Assignment Status for Learners
Overview
In this practice, the Specialist will update the assignment status for learners.
Assumptions
Tasks
g. Click Search.
i. Click Learners.
j. In the Search Learners section in the Initiative Name field enter, Brian.
k. In the Assignment Status field, select All.
Note: This allows more status types to be displayed in the Learner Results section.
l. Click Search.
2. Withdraw a Learner from an Offering.
a. In the Name column select Brian.Joseph.
b. Click Change Status and select Withdraw Learners.
c. At the Warning message, click Yes.
d. In the Withdraw Learners window in the Reason for Withdrawal field, select
Learning is no longer relevant to learner.
e. In the Comments field enter, Is not required by manager.
f. Select the Exclude learning record from learner’s transcript check box.
g. Click Withdraw Learners.
h. At the Confirmation message, click OK.
Practices for Lesson 11: Approvals, Waitlists, and Managing Learners 55

56 Practices for Lesson 11: Approvals, Waitlists, and Managing Learners

Initiatives and Advanced
Assignment Rules
Practices Overview
 Require business conduct training for all employees
 Require learning initiative for 2020
Prerequisites
58 Practices for Lesson 12: Initiatives and Advanced Assignment Rules

Practice 12-1: Requiring Business Conduct Training for All
Employees
Overview
In this practice, a Specialist wants to require Business Conduct training for certain groups of
employees (including new hires) with a due date of sixty days from assignment date.
Assumptions
Tasks
b. Ensure that you are on the Learning Catalog page in the Courses area, if not:
3) On the left navigation panel, click Learning Catalog.
4) On the Learning Catalog page, click Courses.
c. In the Search section in the Course Keyword field, enter Business.
d. Click Search.
e. In the Search Results section, highlight the title Business Conduct (do not click the
link).
f. On the Search Results toolbar, click the Learners tab.
2. Add the Initiative.
a. At the top of the page, click Learning Initiatives.
b. In the Learning Initiative Results section, click the Add Initiative menu and select
Required.
c. On the Required Learning Initiative page in the Initiative Name field enter, XXX
Business Conduct – Initiative 01.
d. In the Description field enter, Business Conduct training for the entire team.
e. In the Initiative Start Date field, leave the default date of today.
f. In the Assign As field, select Self.
g. In the With this note field enter, This course should be completed within sixty
days.
h. In the Initial Due Date Option field, select Days and enter, 60.
i. In the Due within field, enter 60.
j. Click Next.
Practices for Lesson 12: Initiatives and Advanced Assignment Rules 59

3. Select learners for the initiative by organization chart.
a. On the Select Learners page, click the Add menu and select Organization Chart
Criteria.
b. In the Search section in the Name field, enter Jackman.
c. Click Search.
d. Click Robert Jackman’s Org.
e. Click OK.
4. Select learners for the initiative by learner criteria and save criteria for the future.
a. Click the Add menu and select Person.
b. In the Name field, enter Your.Learner (example harold.chow). (As an option, you can
enter the Person Number corresponding to your assigned student identifier in the
Person Number field.)
c. Select Your.Learner and click Select and Close.
d. Verify Your.Learner is listed on the Select Learners page.
e. Click Next.
f. Click Submit.
h. Click the arrow next to the page header Business Conduct.

Practice 12-2: Requiring Learning Initiative for 2020
Overview
In this practice, the Specialist has been asked to create a required Learning Initiative for Brian’s
organization for 2020.
Assumptions
Tasks
4) On the Learning Catalog page, verify Offerings is selected.
2. Add the Initiative.
a. In the Search section in the Title field enter, Diversity.
b. Click Search.
c. In the Search Results section, click Valuing Diversity.
d. Click Learners.
Note: This is an alternative navigation to access Learning Initiatives.
e. Click Learning Initiatives.
f. In the Learning Initiative Results section, click Add Initiative and select Required.
g. On the Required Learning Initiative page in the Initiative Name field enter, XXX
Valuing Diversity – Initiative 01.
h. In the Description field enter, Diversity training.
i. In the Initiative Start Date field, click the Select Date icon.
j. Select a date 1 week from today.
k. In the Initiative Stop Date field, click the Select Date icon.
l. Select a date 12 months from today (approximately).
m. In the Assign As field, select Self.
n. In the With this note field enter, This item should be completed within seven days.
Practices for Lesson 12: Initiatives and Advanced Assignment Rules 61

o. In the Initial Due Date Option field, click the Select Date icon.
p. Select a date two weeks from today.
q. In the Ongoing Due Date field, in the Due within field, enter 7.
r. Click Next.
3. Select learners for the initiative by organization chart.
a. On the Select Learners page, click the Add menu and select Using Organization
Chart Group.
b. In the Search section in the Name field enter, Joseph.
c. Click Search.
d. Click Brian Joseph’s Org.
4. Select learners for the initiative by learner criteria.
a. Click the Add menu and select Person.
b. In the Name field, enter Your.Learner (example harold.chow or harold chow). (As an
option, you can enter the Person Number corresponding to your assigned student
identifier in the Person Number field.)
c. Select Your.Learner and click Select and Close.
d. Verify Your.Learner is listed on the Select Learners page.
e. Click Next.
f. Click Submit.
h. Click the arrow next to the page header Valuing Diversity.

Specializations
Practices Overview
 Create a simple specialization
 Create a typical specialization
 Experience a specialization
Prerequisites
64 Practices for Lesson 13: Specializations

Practice 13-1: Creating a Simple Specialization
Overview
In this practice, a Specialist wants to create a simple Specialization.
Assumptions
Tasks
2. Access the Specialization page.
a. On the left navigation panel, click Learning Catalog.
b. On the Learning Catalog page, click Specializations.
c. Under Search Results, notice the Sections and Activities column for the various
specializations.
3. Create a specialization with 1 section and 2 activities.
a. In the Search Results section, click Create.
b. On the General Information tab in the Basic Information section in the Title field,
enter XXX Compliance in the Workplace.
c. Click Save.
d. In the Description field enter, Compliance training in the workplace.
e. In the Short Description field, enter Compliance training in the workplace.
f. In the Cover Art field, click Add Cover Art.
g. In the Add Cover Art window, click Click here to select an image to upload.
h. In the upload window, access the D drive and select
D:\Labs|Learning\Images\OCPC-Industry-Communications.jpg or access from
your downloaded course files and select OCPC-Industry-Communications.jpg.
i. Click Open.
j. Click Done.
k. Click Save.
4. Create a Section.
a. Scroll up. Click the Sections tab.
b. Click Add Section.
c. In the Add Section window in the Title field enter, XXX Corporate Compliance.
Practices for Lesson 13: Specializations 65

d. In the Description field enter, Learn corporate compliance training in the
workplace.
e. In the Number of Activities to Complete, leave the default option.
f. Click OK.
5. Create an Activity.
a. In the Activities section, click Add Activity to choose from active activities already in
the system.
Note: It is helpful to pre-identify all activities you plan to add to a specialization by first
using the Course Catalog. You may only search for activities by all or part of the course
name (and not the Course ID).
b. In the search field enter, XXX.
c. Click the search icon.
d. In the Title column, click XXX CPR Training.
e. Click Add and Close.
6. Create a second Activity.
a. In the Activities section, click Add Activity.
b. In the search field enter, Corporate.
d. In the Title column, click Vision Corporate Responsibility.
f. In the section box, next to XXX Corporate Compliance, click the orange down arrow
and select Edit Section.
g. In the Number of Activities to Complete field, select 1.
Note: It is recommended that this field is completed after all of the Activities have been
created.
h. Click OK. For this section one of two activities must be completed to complete the
section.
i. Click Save and Close.
7. Finalize the Specialization
a. Expand the Activities list to view the section with two activities and the completion
requirement.
b. Click the arrow next to the page header XXX Compliance in the Workplace.

Practice 13-2: Creating a Typical Specialization
Overview
In this practice, the Specialist wants to create a Specialization for all employees where some
training is mandatory and some is voluntary.
Assumptions
Tasks
b. Ensure that you are on the Learning Catalog page in the Specializations area, if not:
4) On the Learning Catalog page, click Specializations.
2. Create a Specialization.
a. In the Search Results section, click Create.
b. On the General Information tab in the Basic Information section in the Title field
enter, XXX Wellness and Safety in the Workplace - Beginners.
c. Click Save.
d. In the Description field enter, Learn safety and wellness tips for the workplace.
e. In the Short Description field enter, Learn safety and wellness tips for the
workplace.
f. In the Cover Art field, click Add Cover Art.
g. In the Add Cover Art window, click Click here to select an image to upload.
h. In the upload window, access the D drive and select
D:\Labs|Learning\Images\OCPC-BusinessRole.jpg or access from your downloaded
course files and select OCPC-BusinessRole.jpg.
i. Click Open.
j. Click Done.
k. Click Save.
3. Create a Section
a. At the top of the page click Sections.
b. Click Add Section.
c. In the Add Section window in the Title field enter, XXX Emergency Preparedness at
the Workplace.

d. In the Description field enter, Learn emergency preparedness techniques for the
workplace.
e. In the Number of Activities to Complete, leave the default option.
f. Click OK.
g. Click Add Section.
h. In the Add Section window in the Title field enter, XXX Personal Wellness Training.
i. In the Description field enter, Learn personal wellness training in the workplace.
j. Click OK.
4. Create an Activity.
a. In the Activities section for XXX Emergency Preparedness at the Workplace, click
Add Activity.
Note: Ensure that you select the Activities for Emergency Preparedness at the
Workplace section and not the Personal Wellness Training in the Workplace section.
b. In the search field enter, Workplace.
d. In the Title column, click Dealing With a Workplace Emergency During a Fire.
a. In the Activities section for XXX Emergency Preparedness at the Workplace, click
Add Activity.
b. In the search field enter, Fire Safety.
d. In the Title column, click Fire Safety.
6. Create an Activity for the Personal Wellness Training section.
a. In the Activities section for XXX Personal Wellness Training, click Add Activity.
b. In the search field enter, Manage Stress.
d. In the Title column, click Manage Stress.
b. In the search field enter, Ergonomics.
d. In the Title column, click Ergonomics in the Workplace.

8. Create a third Activity.
b. In the search field enter, XXX.
d. In the Title column, click XXX CPR Training in the list.
9. Complete the Section settings.
a. Click the XXX Personal Wellness Training section.
b. In the Number of Activities to Complete field, select 1.
c. Click OK.
d. Verify that your final list appears similar to the one below.
Note: The order of activities in each section can be adjusted by using the Actions
menu.
e. Click Save and Close.

f. Click Preview.
g. Click the arrow next to the page header XXX Wellness and Safety in the Workplace
- Beginners
h. Sign out of the user account.

Practice 13-3: Experiencing a Specialization
Overview
In this practice, the Learner joins a Specialization, select Offerings and takes the first Offering.
Assumptions
Tasks
2. Locate the Specialization.
a. On the What to Learn page in the Search field enter, XXX.
b. Click Search.
c. Click XXX Wellness and Safety in the Workplace – Beginners.
3. Join the Specialization.
a. If necessary, click the arrow next to XXX Personal Wellness Training to expand the
section and review the contents.
b. At the top of the page, notice the required activities. Click Join.
Note: The button on the image will say Requested, Join or Resume depending on the
Learning Item Default Settings and the Course>Learners>Access>Manage Default
Access settings as well as if the learner has already accessed the training.
c. Click Ergonomics in the Workplace.
d. Review the page, then click the arrow next to the page header Ergonomics in the
Workplace.
4. View an Activity in a section of the Specialization.
a. On the XXX Wellness and Safety in the Workplace – Beginner page, if necessary,
click the arrow next to XXX Personal Wellness Training to expand the section.
b. Click Manage Stress.
c. Click Start Learning (or View Again).
d. This offering is supplied by a third party self-paced vendor. It is not necessary to view
the training, click the arrow next to the page header Manage Stress.
e. Sign out of the user account.

Learning Outcomes and
Prerequisites
Practices Overview
 Add learning outcome to a course
 Search courses based on learning outcome
Prerequisites
72 Practices for Lesson 14: Learning Outcomes and Prerequisites

Practice 14-1: Adding Learning Outcome to a Course
Overview
In this practice, the Specialist will add a Learning Outcome to a Course.
Assumptions
Tasks
2. Search for a Course.
a. Click Courses.
b. In the Search area in the Course Keyword field enter, XXX.
c. Click Search.
d. In the Search Results section, click XXX CPR Training.
3. Add a Learning Outcome.
a. Click Edit.
b. Click Learning Outcomes.
c. Click Add Content and select Competencies.
d. In the Competencies section, click Add.
e. In the Competency column, search for and select Action Oriented.
f. Click OK.
g. In the Proficiency column, select Skilled.
4. Add a second Learning Outcome.
a. In the Competencies section, click Add.
b. In the Competency column, search for and select Leadership.
c. Click OK.
d. In the Proficiency column, select Foundation.
Practices for Lesson 14: Learning Outcomes and Prerequisites 73

5. Preview the Learning Outcomes
a. Click the XXX CPR Training course from the list if necessary.
b. On the XXX CPR Training page, click Preview.
c. Scroll to the Learning Outcomes section and review the competencies.
d. Click the arrow next to the page header XXX CPR Training.

Practice 14-2: Searching Courses Based on Learning Outcome
Overview
In this practice, the Specialist will search for a course based on learning outcome.
Assumptions
Tasks
4) Click Courses.
2. Search by Competencies.
a. Near the top of the page click Search by Learning Profiles.
b. Under the Learning Outcomes section, expand the Competencies section.
c. Click Add.
d. In the Competency column, search for and select Action Oriented.
e. Click Search button within the Competency section.
f. In the Search Results section, click XXX CPR Training.
g. On the XXX CPR Training page in the Learning Outcomes section, view the
Competencies area which includes the two competencies designated earlier.
h. Click the arrow next to the page header XXX CPR Training.
Practices for Lesson 14: Learning Outcomes and Prerequisites 75


Questionnaires
Practices Overview
 Create questions
 Create a questionnaire template
 Create a questionnaire
Prerequisites
78 Practices for Lesson 15: Questionnaires

Practice 15-1: Creating Questions
Overview
In this practice, you will create a folder and add three questions to the folder.
Assumptions
Tasks
b. Click the down arrow next to your identifier in the upper right corner.
c. In the Settings and Actions menu, click Setup and Maintenance.
d. Click the down arrow next to Setup: Compensation Management and select the
Workforce Development offering.
e. In the Functional Areas section, select Questionnaires.
f. In the Questionnaires section in the Show field, select All Tasks (if necessary).
g. In the Task column, select Manage Question Library.
2. Create a folder.
a. On the Manage Questions page in the Folders section (on the left panel) in the
Subscriber field, select Learning Evaluations.
b. In the Folders section, click the + (Create) icon.
c. On the Create Folder window in the Folder field enter, XXX Learning Evaluation
Questions.
d. Click OK.
e. In the Folders section, select XXX Learning Evaluation Questions.
3. Create first question.
a. In the Search Results section, click + Create.
b. In the Status field, select Active.
c. If necessary, in the Privacy field, select Public.
d. In the Question section in the Question Text field, enter, XXX Summarize your
overall experience in this course.
e. If necessary, in the Question Type field, select Text.
f. If necessary, in the Response section in the Response Type field, select Plain Text
Box.
g. In the Minimum Length field, enter 20.
h. In the Maximum Characters field, enter 2000.
i. On the Create Question page, click Save and Close.
Practices for Lesson 15: Questionnaires 79

j. At the Confirmation message, click OK.
4. Create second question.
d. In the Question Text field enter, XXX How would you rate the clarity of the learning
objective?
e. In the Question section in the Question Type field, select Single Choice.
f. If necessary, in the Response section in the Response Type field, select Single
Choice from List.
g. In the Rating Model field, select Evaluation Rating.
h. Scroll down to view the rating model responses.
i. On the Create Question page, click Save and Close.
5. Create third question.
d. In the Question Text field, enter, XXX Select the delivery method you chose for
this course.
e. In the Question section in the Question Type field, select Multiple Choice.
f. In the Response section, in the Minimum Number of Selections field, enter, 1.
g. In the Maximum Number of Selections field, enter, 3.
h. Click Add.
i. In the Short Description column in the Text field, enter, 1. Instructor-Led Training.
j. Click Add.
k. In the Text field, enter, 2. Self-Paced.
l. Click Add.
m. In the Text field, enter, 3. Virtual Instructor-Led Training.
n. On the Create Question page, click Save and Close.
o. At the Confirmation message, click OK.
p. Click the arrow next to the page header Manage Questions.
Do not navigate away from this page.

Practice 15-2: Creating a Questionnaire Template
Overview
In this practice, you will create a questionnaire template.
Assumptions
Tasks
b. Ensure that you are on the Setup: Workforce Development page.
c. In the Functional Areas section, select Questionnaires.
d. In the Questionnaires section in the Show field, select All Tasks (if not already
selected).
e. In the Task area select Manage Questionnaire Templates.
2. Enter basic information for template and sections.
a. On the Manage Questionnaire Templates page in the Search Results section, click
+ Create.
b. In the Name field enter, XXX Learning Evaluation Template.
c. In the Subscriber field, select Learning Evaluations (this selection can also be done
on the previous page).
d. In the Status field, select Active.
e. In the Description field enter, Use this template for learning evaluations.
f. In the Instructions and Help Materials section, select the Allow changes to
instructions checkbox.
g. In the text box field enter, Complete all questions in this questionnaire.
h. Click Next.
i. On the Create Questionnaire Template: Contents page in the Section Order field,
ensure that Sequential is selected.
j. In the Section Presentation field, ensure that Stack Regions is selected.
k. In the Page Layout field, ensure that 1 Column is selected.
l. Select the Allow changes to format options checkbox.
m. Select the Allow changes to sections checkbox.
n. In the Allowed Response Types field, select the down arrow to view the options.
Leave the default of All.

3. Format first section.
a. In the Sections section, select the row for the section title 1.
b. On the Sections section toolbar, click Edit.
c. In the Title field, delete 1 and enter, XXX Summary.
d. In the Description field enter, This section allows participants to summarize their
experience of the course.
e. In the text field box enter, Provide feedback about your experience.
Note: This box is below the description box.
f. In the Question Order field, leave Vertical selected.
g. Click OK.
h. On the Create Questionnaire Template: Contents page in the Sections section for
the XXX Summary row leave the defaults for the Question Order and Response
Order fields.
i. Select the Required checkbox.
j. Select the box in the Allow Additional Questions column for the XXX Summary row.
4. Add specific questions to the questionnaire.
a. Scroll down. In the XXX Summary: Questions section, click Add.
b. On the Add Questions window, search for and select XXX Summarize your overall
experience in this course.
c. Click OK.
5. Format second section.
a. In the Sections section, select the row for the section titled 2.
b. Deselect Allow Additional Questions (if selected).
c. In the Sections toolbar, click Edit.
d. In the Title field, delete 2 and enter, XXX Learning Objectives.
e. In the Description field enter, This section allows participants to rate areas of the
course.
f. In the text box field enter, Provide feedback on the learning objectives.
g. In the Question Order field, leave Vertical selected.
h. Click OK.
i. On the Create Questionnaire Template Contents page in the Sections section for
the XXX Learning Objectives row leave the defaults for the Question Order and
Response Order fields.
j. Select Required.
k. Select the box in the Allow Additional Questions column for the XXX Learning
Objectives row.

6. Add a specific question to the questionnaire.
a. In the XXX Learning Objectives: Questions section, click Add.
b. On the Add Questions window search for and select XXX How would you rate the
clarity of the learning objectives?
c. Click OK.
7. Create third section.
a. On the Sections section, click + Create.
b. On the Create Section window in the Title field enter, XXX Learning Delivery.
c. In the Description field enter, This section is used to gather information about the
delivery method of the course.
d. In the text box field enter, Provide feedback on the delivery method.
e. In the Question Order field, leave Vertical selected.
f. Click OK.
g. On the Create Questionnaire Template: Contents page in the Sections section in
the XXX Learning Delivery row, select the Allow Additional Questions checkbox.
h. For the Question Order field, leave Vertical selected.
i. In the Response Order field, leave Vertical selected.
j. Select Required.
8. Add a specific question to the questionnaire.
a. In the XXX Learning Delivery: Questions section, click Add.
b. On the Add Questions window, search for and select XXX Select the delivery
method you chose for this course.
c. Click OK.
9. Review template.
a. Click Next.
b. On the Create Questionnaire Template: Review page, click Save and Close.
c. At the Confirmation message, click OK.
d. Click the arrow next to the page header Manage Questionnaire Template.

Practice 15-3: Creating a Questionnaire
Overview
In this practice, you will create a questionnaire.
Assumptions
Tasks
b. Ensure that you are on the Setup: Workforce Development page.
c. In the Functional Areas section, select Questionnaires.
d. In the Questionnaires section in the Show field select All Tasks (if not already
selected).
e. In the Task column, select Manage Questionnaires.
2. Create questionnaire.
a. On the Manage Questionnaires page, in the Folders section in the Subscriber field,
select Learning Evaluations.
b. Select the Learning Evaluations folder.
c. In the Search Results section, click + Create.
d. In the Create Questionnaire window, click Search.
e. In the Search Results section, select the XXX Learning Evaluation Template row.
f. Click OK.
3. Enter basic information.
a. On the Create Questionnaire: Basic Information page in the Name field enter, XXX
Learning Evaluation Questionnaire.
b. In the Folder field, select Learning Evaluations (if not already selected).
c. In the Status field, select Active.
d. If necessary, in the Privacy field, select Public.
e. In the Description field, replace the current text with Use this questionnaire for
learning evaluations.
f. On the Create Questionnaire: Basic Information page, accept the remaining default
values and click Next.
g. Click Next.
h. Click Save and Close.
i. Click OK.
j. Click the arrow next to the page header Manage Questionnaires.

Assessments and
Evaluations
Practices Overview
In this practice, you will modify a learning evaluation for an offering
Prerequisites
86 Practices for Lesson 16: Assessments and Evaluations

Practice 16-1: Modifying a Learning Evaluation for an Offering
Overview
In this demonstration, the Learning Specialist will modify the default evaluation for an offering.
Assumptions
Tasks
2. Locate the offering.
a. On the Learning Catalog page, click Offerings (if not already selected).
b. In the Search section in the Title field, enter XXX.
c. Click Search.
d. In the Search Results section, click XXX CPR Training - Online.
3. Modify the evaluation.
a. On the XXX CPR Training – Online page, click Edit.
c. Select the Enable evaluation checkbox.
d. If necessary, select Use another evaluation.
e. In the Evaluation field, click Add Evaluation.
f. In the Search window in the Name field enter, XXX.
g. Click Search.
h. Select the row for XXX Learning Evaluation Questionnaire.
i. Click Apply.
j. Click Preview.
k. Review the evaluation.
l. Click OK.
m. On the XXX CPR Training – Online page, click Save and Close.
n. Click the arrow next to the page header XXX CPR Training - Online.
Practices for Lesson 16: Assessments and Evaluations 87

88 Practices for Lesson 16: Assessments and Evaluations

Practices for Lesson 17: Self-
Service Videos and Tutorials
Practices Overview
 Find and watch a video
 Find and view a tutorial
 Publish a video
 Author a tutorial
Prerequisites
90 Practices for Lesson 17: Self-Service Videos and Tutorials

Practice 17-1: Finding and Watching a Video
Overview
In this practice, the Learner will find and watch a video.
Assumptions
Tasks
2. Search for a video.
a. On the What to Learn page in the Search field enter, Three Basic.
b. Click Search.
c. Click Three Basic Principles of Great Talent Management.
d. Click Pause on the video player to pause the video.
e. Below the video in the Overview section, review the description, the author and
publish date of the video.
f. Review the video player controls.
Note: If the video is a required item, then learners will not be able to scroll forward in
the video.
g. Click the arrow next to the page header Three Basic Principles of Great Talent
Management.
h. Click the arrow next to the page header Learning.
Practices for Lesson 17: Self-Service Videos and Tutorials 91

Practice 17-2: Finding and Viewing a Tutorial
Overview
In this practice, the Learner will find and view a tutorial.
Assumptions
Tasks
b. Ensure that you are on the What to Learn page, if not:
1) On the Home page click the Me category.
2) From the Apps section, click What to Learn.
2. Search for a video.
a. On the What to Learn page in the Search field enter, Stay.
b. Click Search.
c. Click How to Stay Active in the Workplace.
d. In the Overview section, review the description, the author and the views information.
e. Review the Table of Contents.
Note: The Table of Contents displays the contents of the Tutorial in tile layout.
f. Click the video What does Wellness at the Workplace mean for Vision
Corporation?
g. Click Next.
h. Review the next item in the Tutorial, Why some people find exercise harder than
others.
i. Click Previous (If necessary, pause the video).
j. Click the arrow next to the page header How to Stay Active in the Workplace.
k. In the table of contents, click Sleep and Exercise Foster Productivity.
Note: Tutorial items can contain an image text as well as video content and/or web
links.
l. Click Next.
m. Click the arrow next to the page header How to Stay Active in the Workplace.
3. Utilize the Recommend feature.
a. On the How to Stay Active in the Workplace page, click Actions and select
Recommend.
b. In the Recommend Learning window in the With this note field, enter Check out
this great Tutorial.

c. In the To these people field, access the menu and click Search.
d. In the Name field enter Tutt.
e. Click Brian Tutt.
f. Click Submit.
g. At the Confirmation message, click OK.
4. Report Inappropriate Content.
a. On the How to Stay Active in the Workplace page, click Actions and select Report.
b. In the Report Tutorial window in the Reason for Reporting field, click Inaccurate
Content.
c. In the State your reason for reporting the Tutorial here field enter, Content needs
to be updated.
d. Click Report.
e. Click Yes.
f. Click the arrow next to How to Stay Active in the Workplace.
Note: If a Warning message appears, click Yes.
g. Click the arrow next to the page header Learning.

Practice 17-3: Publishing a Video
Overview
In this practice, the Learner will publish a video.
Assumptions
Tasks
2. Publish a video.
a. On the What to Learn page, click Actions and select View Shared Learning.
b. On the Shared Learning page, click Actions and select Publish Video.
c. In the Publish Video window, click the Click here to select a video to upload.
d. On the Upload window, access the D drive and select
D:\Labs|Learning\Video\createavideo.mp4 or access from your downloaded course
files and select createavideo.mp4.
e. Click Open.
f. In the Title field enter, XXX How to Publish a Video in OLC.
g. In the Description field enter, This video demonstrates how to upload a video in
Oracle Learning Cloud.
h. In the Visibility field, select Open (if necessary).
i. Click Publish.
Note: The video may take a few minutes to complete processing. You do not have to
wait until it is fully processed.
k. Click the arrow next to the page header XXX How to Publish a Video in OLC.
Note: If the arrow is not responsive in the training environment, then click the Home
icon.
3. View the Video. (Optional: If the video takes longer than a few minutes to play in the
training environment, skip this step and proceed to the next practice).
a. If necessary, navigate to Me>What to Learn>Actions>View Shared Learning.
b. In the Learning Items section, click XXX How to Publish a Video in OLC.
c. Click Pause on the video player.
d. Click the arrow next to the page header XXX How to Publish a Video in OLC.

Practice 17-4: Authoring a Tutorial
Overview
In this practice, the Learner will author a tutorial.
Assumptions
Tasks
b. Ensure that you are on the Shared Learning page, if not:
3) On the What to Learn page, click Actions and select View Shared Learning.
2. Author a Tutorial.
a. On the Shared Learning page, click Actions and select Author Tutorial.
b. On the Author Tutorial page in the Give your tutorial a name field enter, XXX Work
Life Balance.
c. Click Add Cover Art.
d. In the Add Cover Art window, click the Click here to select an image to upload link.
e. Access the D drive and select D:\Labs|Learning\Images\OCPC-
CorporateCitizenship-EmployeeWellness.jpg or access from your downloaded
course files and select OCPC-CorporateCitizenship-EmployeeWellness.jpg.
f. Click Open.
g. Click Done.
h. In the image area, in the Describe your tutorial with a brief commentary … field
enter, This tutorial will help you to maintain a good work life balance.
i. Click outside of the field.
Note: The check list on the right updates as each item is completed.
j. On the check list on the right in the At a Minimum section, click Set Tutorial Privacy.
k. Select Open.
l. Click OK.
3. Add a Video Section.
a. In the Table of Contents area, click Add New Section.
b. On the Author Section page, click Add Video.
c. On the Add page on the left hand navigation, click Search Learning.
d. In the Content name field enter, Work.

e. Click the search icon.
f. Click Select for What is Worksite Wellness?
g. Click Submit.
4. Add an Image Section.
b. On the Author Section page, click Give the section a title field, enter Understand
Why Balance is so Important.
c. Click Add an Image.
d. In the Image Selection window, click the Click here to select an image to upload
link.
CorporateCitizenship-EmployeeWellness.jpg or access from your downloaded
course files and select OCPC-CorporateCitizenship-EmployeeWellness.jpg.
f. Click Open.
g. Click Done.
h. In the text field below the image enter, It is important to have work life balance
because ….
i. Click Submit.
5. Add a Web Link Section.
b. On the Author Section page, click Add a Web Link.
c. On the Web Link Selection page in the Type or paste a link field enter,
https://worklifebalance.com.
d. Click the Click here to select an image to upload link.
BusinessSolution.jpg or access from your downloaded course files and select
OCPC-BusinessSolution.jpg.
f. Click Open.
g. Click Done.
h. Click the Give the section a title field and enter, Great Work life Balance Ideas.
i. In the text field below the image enter, Here are some work life balance ideas.
j. Click Submit.
k. Notice the items checked off on the checklist on the right hand pane.
l. On the Author Tutorial page, click Submit.
6. View the Tutorial.
a. On the Shared Learning page, click XXX Work Life Balance.
b. View the Overview section and Table of Contents.
c. Click the arrow next to the page header XXX Work Life Balance.

Communities
Practices Overview
 Create a community
 Automate community administration by making members required members and create
assignments
Prerequisites
98 Practices for Lesson 18: Communities

Practice 18-1: Creating a Community
Overview
In this practice, the Manager will create a community.
Assumptions
Tasks
a. Sign out of any previous user. Ensure that you are signed in as brian.joseph.
2. Create a Community.
a. On the What to Learn page, click Actions and select View My Learning
Communities.
b. On the My Learning Communities page, click Actions and select Create
Community.
c. On the Create Learning Community page in the Learning Community section, click
Add an Image.
d. On the Upload Branding Image window, click the Click here to select an image to
upload link.
e. Access the D drive and select D:\Labs|Learning\Images\OCPC-Industry-
FinancialServices.jpg or access from your downloaded course files and select
OCPC-Industry-FinancialServices.jpg.
f. Click Open.
g. Click Done.
h. In the Name field enter, XXX Mentor Community.
i. In the Description field enter, In this community, participants will ….
j. In the Privacy section, ensure that Open is selected.
k. In the Member Contributions section, select Enable.
l. Click Submit.
3. Add a Learning Item to the Community.
a. On the left navigation panel, click Catalog.
b. In the Catalog section, click Add Learning Item and select Search and Select.
c. In the Enter a search term field enter, XXX.
d. Click the Search icon.
Practices for Lesson 18: Communities 99

e. Click the image for XXX Work Life Balance.
f. Click Add.
4. Add members to the Community.
a. On the left navigation panel, click Membership.
b. In the Member Results section, click Add and select Add Required Member.
c. On the Add Required Member page in the With this note field enter, You are now a
required member of this community.
d. Click Next.
e. On the Select Community Users page, click Add and select Organization Chart
Criteria.
f. In the Search section in the Name field enter, Joseph.
g. Click Search.
h. Click Brian Joseph’s Directs.
i. Click OK.
j. Click Submit.
k. At the Information message, click OK.
5. Change a Community member role.
a. In the Member Results section, click Elizabeth Brown.
b. Click Change Role, and select Manager Role.
c. On the Change Manager Role window, check the Community Manager box.
d. Click Submit.
e. Click the arrow next to the page header XXX Mentor Community.

Practice 18-2: Automating Community Administration by Making
Members Required Members and Creating Assignments
Overview
In this practice, the Manager will automate the Community administration by making members
required members and create assignments.
Assumptions
Tasks
a. Ensure that you are signed in as brian.joseph.
b. Ensure that you are on the My Learning Communities page, if not:
3) On the What to Learn page, click Actions and select View My Learning
Communities.
2. Change member roles.
a. On the My Learning Communities page in the Communities Managed section, for
XXX Mentor Community, click Manage Community.
b. On the left navigation panel, click Membership.
c. In the Member Results section, hold the Ctrl key and select all the members whose
names begin with the letter “L” (for example, Landy Madrid, Lindsay Allen, Luke
Campbell).
d. Click Change Role and select Member Role.
e. In the Change Member Role window, deselect Required Member.
f. Click Submit.
3. Create the Assignment.
a. On the left navigation panel, click Assignments.
b. In the Assignments section, click Create Assignment.
c. Select XXX Work Life Balance.
d. In the Create Assignment: Required Learning page, In the Tutorial field, verify that
XXX Work Life Balance is listed, if not, click change and search and select XXX Work
Life Balance.
e. In the Assignment Details section in the Due By field, click the Select date icon.
f. Select a date one week from today.
g. Select the New required members on joining this community checkbox.
Practices for Lesson 18: Communities 101

h. In the Due within field, enter 7 days of joining.
i. In the With this note field, enter This assignment should be completed within
seven days.
j. Click Submit.
k. At the Information message, click OK.
l. Sign out of the user account.

Appendix A: Instructor
Demonstrations
Instructor Demonstrations for the Course: Overview
Demonstrations Overview
These demonstrations showcase various Learning tasks and objects.
Prerequisites
Throughout this class use the Mozilla Firefox browser to access the application.
104 Appendix A: Instructor Demonstrations

Instructor Demonstration L3-1: Managing Learning Evaluation Default
Settings
Overview
In this demonstration, the Learning Specialist will configure the default evaluation settings.
Demonstration Steps
d. On the left navigation panel, click Setup.
2. Configure Default Evaluation Settings.
a. On the Evaluations in the Enable Evaluation section, verify that the Enable
evaluation checkbox is selected for Instructor-Led and Self-Paced. If check box is
enabled, skip to step 3. If not, continue with the following.
b. Click Edit.
c. In the Enable evaluation section for Instructor-Led, select the Enable evaluation
checkbox.
d. Click Add Evaluation.
e. In the Search section in the Name field enter, Learning Evaluation ILT.
f. Click Search.
g. Select the Learning Evaluation ILT row.
h. Click Apply.
i. If necessary, in the Required for Completion field, select Yes.
j. Click Save.
3. Preview an Evaluation.
a. On the Evaluations tab in the Enable evaluation section for Instructor-Led, click
Preview.
b. Review the evaluation.
Note: The setup for the evaluation is done by the existing questionnaire functionality in
Oracle. You will create a questionnaire later in the course.
c. At the bottom of the evaluation, click Cancel.
Appendix A: Instructor Demonstrations 105

Instructor Demonstration L3-2: Enabling Social Network
Conversations
Overview
In this demonstration, the Learning Specialist needs to enable social network conversations at
the course, specialization, and offering level.
Demonstration Steps
b. Ensure that you are on the Setup page, if not:
3) In the left navigation, click Setup.
2. Enable social network conversations.
a. On the Setup page, click Self-Service Discussions.
b. Click Edit.
c. Note the various options.
d. If necessary, in the Enable Discussions for User-Generated Learning Items field,
select Yes.
e. If necessary, in the Enable Discussions for Catalog Learning Items field, select
Yes.

Instructor Demonstration L3-3: Viewing Configuration Parameters for
Skillsoft and Webex
Overview
In this demonstration, the Learning Specialist needs to enter the configuration parameters
details for Skillsoft.
Demonstration Steps
2. View the Configuration Parameters area for Skillsoft.
a. On the Setup page, click External Providers.
b. In the Provider table, on the Skillsoft row, click Configure.
c. On the Configure External Provider: Skillsoft page, note the Configuration
Parameters area. This is where you would enter your parameter details provided by
Skillsoft.
Note: The Enabled, Skillsoft URL, Company ID, and Shared Key fields are all
required for setup.
d. Click Cancel.
3. View the Configuration Parameters area for Webex.
a. In the Provider table, on the Webex row, click Configure.
Note: To setup Webex, you will need the following configuration parameters provided
by WebEx (consult the Implementing Learning guide for more information):
1) Account Name
2) Site URL
3) Site ID
4) Partner ID
5) Username
6) Password
b. Click Done.

Instructor Demonstration L3-4: Configuring Alerts
Overview
In this demonstration, the Learning Specialist needs to configure the default assignment
attributes for courses and specializations.
Demonstration Steps
d. In the left navigation, click Setup.
2. Configure the system alerts.
a. On the Setup page, click Alerts.
b. Click Edit.
c. Deselect the Enable alerts for recommended learning items created in self-
service checkbox.
d. In the Days before the start of training to send instructors an alert reminder field
enter, 2.
e. Click Cancel.

Instructor Demonstration L3-5: Configuring the Default Values
Overview
In this demonstration, the Learning Specialist needs to configure the Learning Assignment
Default Values, the Learner Selection Criteria Default Values, and the Summary Metrics display.
Demonstration Steps
2. Configure the Learning Assignment Default Values.
a. On the Setup page, click Manage Learner Defaults.
b. Click Edit.
c. In the Learning Assignment Default Values section in the Assign As field, select
Department.
d. In the With this note field enter, You have been given a new learning assignment
to complete.
e. In the Due Date field enter, 7.
3. Configure the Learner Selection hierarchy.
a. In the Learner Selection Criteria Default Values section, select the Enable Learner
Selection by Workforce Structure Hierarchy checkbox.
b. In the Hierarchy Type field, select Organization.
c. In the Hierarchy Name field, select Recruiting Organization Tree.
4. Configure the Summary Metrics display.
a. In the Summary Metrics section, click Summary and select Effort (Hours).
Note: The item has been added to the metrics.
b. Click Summary and select Assignment Status and then select Active.
Note: The item has been added to the metrics.
c. You will not save any changes. Click Cancel.

Instructor Demonstration L3-6: Viewing Virtual Classrooms Alerts
Overview
In this demonstration, the Learning Specialist needs to view the alerts related to virtual
classrooms within the system.
Demonstration Steps
b. On the Home page, click Navigator.
c. Expand the Tools section.
d. Click Alert Composer.
2. Search for the Learning alerts.
a. In the Alert Name or Alert Code field enter, WLF.
b. Click the search icon.
c. Click Learning Cloud Instructor Booking Event Removal.
d. On the Edit Event Alert: Learning Cloud Instructor Booking Event Removal page
in the Templates section, click the Edit menu and select Manage Recipients and
Message.
Note: This alert is utilized to notify the instructor that they have been removed from the
virtual account.
e. View the various areas.
1) Recipients – Add recipients to receive this alert.
2) Communication Method – Choose whether the communication will be delivered
by email or by the worklist (Notifications) alerts within the system.
3) Message – Select the format and compose the details of the message.
f. Click Cancel.
g. On the Edit Event Alert: Learning Cloud Instructor Booking Event Removal page,
click Cancel.
h. On the Alerts page, click Offering Activity Definition has Changed for an
Instructor.
Note: This alert is utilized to notify the instructor that a change has occurred with the
virtual classroom session (e.g. the date / time has been changed).
Click Cancel.
i. On the Alerts page, click Offering Definition has Changed.
Note: This alert is utilized to notify the learner that a change has occurred with the
virtual classroom session (e.g. the date / time has been changed).
j. Click Cancel.

Instructor Demonstration L3-7: Viewing Virtual Classroom Scheduled
Processes
Overview
In this demonstration, the Learning Specialist needs to view where to create the virtual
classroom attendance report job.
Demonstration Steps
b. On the Home page, click Navigator.
c. Expand the Tools section (if necessary).
d. Click Schedule Processes.
On the Overview page, click Schedule New Process.
Note: This is where you would create the following jobs:
1) Virtual Classroom Attendance Report Job downloads the attendance report and
recording (if applicable) from the virtual classroom provider and attaches it to the
activity. This job should be scheduled daily.
2) Process Learning Alerts calculates which learning alerts need to be processed
and sent to learners or instructors.
e. In the Name field, click the menu and click Search.
f. In the Search and Select: Name window, in the Name field, enter virtual.
g. Click Search and review the results.
h. Click Cancel.
i. Click Cancel.
j. Click the Home icon.

Instructor Demonstration L4-1: Defining System Level Default Access
Rules for Learners
Overview
In this demonstration, the Learning Specialist needs to define the default settings for how
administrators, learners and managers search for and select learning items.
Demonstration Steps
d. In the left navigation, click Setup.
e. On the Setup page, click Learning Item Default Attributes.
2. Define the default settings.
a. Click Edit.
b. In the Self-Service Details View Mode field, select Summary View.
c. In the Learner Self-Service Settings section, in the Initial Learning Record Status
menu, click the menu to view the options of Active or Requested.
Note: This setting impacts whether learners can self-select courses or must request
access to courses.
d. in the Show Learning Request Form field, select the checkbox, if necessary,
e. In the Allow even if required prerequisites are not achieved field, select the
checkbox.
Note: If you select the Allow even if required prerequisites are not achieved
checkbox, then the Active Approved Learner Requests is automatically deselected.
f. In the Number of days assignments are in pending prerequisites status before
withdrawing learners field enter, 5 Days.
g. Click Cancel. ??? may need to change these settings to Requested for later lessons

Instructor Demonstration L8-1: Creating an Instructor
Overview
In this demonstration, the Learning Specialist will create an instructor to be used for future
courses.
Assumptions
Tasks
d. In the left navigation, click Catalog Resources.
2. Create an Instructor.
a. On the Catalog Resources page, click Instructors.
c. On the Person Search window in the Search section in the Name field, search for
Demarco, Janice.
Note: If the instructor is affiliated with a training supplier then it could be selected in the
Training Supplier field.
d. Highlight Demarco, Janice and click Select.

Instructor Demonstration L9-1: Assigning an Instructor to the
Configured WebEx Account
Overview
In this demonstration, the Learning Specialist needs to assign an instructor to the configured
WebEx account.
Demonstration Steps
d. In the left navigation, click Catalog Resources.
2. Search for an instructor.
a. On the Catalog Resources page, click Instructors.
c. On the Person Search window in the Search section for the Name field, search for
and select Connie Garcia.
d. On the Create Instructor page, click Save and Close.
3. Assign the Instructor to a WebEx Account.
a. On the Catalog Resources page in the Search section in the Name field, search for
and click Connie Garcia.
b. On the Edit Instructor page, in the Virtual Accounts section, click Create.
c. In the Account Details section in the Account Name field, select SectionOne.
d. In the Username field enter, sectiononedemo.
e. Click Validate.
f. In the Product Templates section leave the default settings.
Note: The Product Templates are the default settings to be utilized when setting up a
WebEx conference in either Meeting Center or Training Center (which are different
WebEx products).
g. Click Save and Close.
h. On the Edit Instructor page, click Save and Close.

Instructor Demonstration L11-1: Managing Approval Transactions
Overview
In this demonstration, the Learning Specialist needs to configure the approval transactions.
Demonstration Steps
b. Click the down arrow next to your identifier in the upper right corner.
c. In the Settings and Actions menu, click Setup and Maintenance.
d. On the Setup: Compensation Management page, open the Tasks panel tab and
click Search.
e. On the Search page search for and select Define Approval Management for Human
Capital Management.
f. On the Task List: Define Approval Management for Human Capital Management
page, click Manage Approval Transactions for Human Capital Management.
2. View the Transaction Admin Console options.
a. On the Transaction Admin Console page in the Transaction Manager: Transaction
section, view a summary of all of the approval transactions processes.
b. Click Approval Rules.
c. In the Transaction Manager: Rules section in the Find field enter Learn.
d. Click the Search icon.
e. Oracle Learning Cloud has three Human Capital Management approval transactions:
1) Learning Assignment Withdrawal – Utilize this transaction to require approvals
before learners can withdraw from a course, offering, and specialization
assignment.
2) Learning Item Contribution – Utilize this transaction to require approvals when a
learner contributes self-service learning items to the catalog, such as videos or
tutorials. This enables you to approve items before they become available to other
learners in the catalog.
3) Learning Request – Utilize this transaction in conjunction with the Access Control
feature to require approvals before learners can begin using requested learning
items.
f. Leave the defaults selected in the Bypass Approvals column.

Instructor Demonstration L11-2: Configuring Approval Rules
Overview
In this demonstration, the Learning Specialist needs to configure approval rules.
Demonstration Steps
b. Ensure that you are on the Task List: Define Approval Management for Human
Capital Management page, if not:
1) Click the down arrow next to your identifier in the upper right corner.
2) In the Settings and Actions menu, click Setup and Maintenance.
3) On the Setup: Compensation Management page, open the Tasks panel and
click Search.
4) On the Search page search for and select, Define Approval Management for
Human Capital Management.
c. On the Task List: Define Approval Management for Human Capital Management
page, click Manage Approval Transactions for Human Capital Management.
2. View the Transaction Admin Console options.
a. On the Transaction Manager: Transactions page in the left navigation panel, click
Approval Rules.
b. In the Transaction Manager: Rules page in the Find field enter Learn.
c. Click the Search icon.
d. In the Configure Rules column, click the Edit icon for the Learning Item
Contribution process name. Click Yes at the prompt.
Note: First, determine “when” you want to follow the selected workflow. Then
determine “who” the recipients of the selected workflow are (and how many levels).
3. View the Approval Rules properties.
a. Click on the LearningItemApprovalRule item in the diagram.
b. Scroll down to the Rule: Line Management Approval area to view the details.
c. Click Configure Rule Conditions.
d. In the Condition Details window, view the condition formula.
e. Click Cancel.
f. On the right navigation, in the Approvers section, drag the recipient item
Management Hierarchy to the THEN in the diagram.

g. Ensure that Management Hierarchy is selected in the diagram.
h. Scroll down to the Management Hierarchy area to view the details.
i. Click the Start With menu to view the available options.
j. Click the Top Approver menu to view the available options.
4. Add to the approval process.
a. On the right navigation, In the Approvers area, click + next to Representative.
b. Ensure that Representative is selected in the diagram.
c. In the Representative area in the Representative Type field, select Human
resources representative (if not already selected).
d. On the right navigation, In the Approvers area, click + next to Users.
e. Ensure that Users is selected in the diagram.
f. In the Users area in the User field, select user.
g. In the Users field that appears, search for and select, alan.cook. Click OK.
h. You will not save any changes. At the top of the page, click Cancel.
i. At the Warning message, click Yes.
5. Add a Learning Request approval rule.
a. In the Transaction Manager: Rules section in the Configure Rules column, click Edit
for Learning Request.
b. In the Manage Approval Rules: Learning Request section, click on
RequestedLearning in the diagram.
c. Scroll down to the Rule: Add Details area and click Configure Rule Conditions.
d. In the Condition Details window, click the condition formula in the diagram.
e. Click Edit Selection in the tool bar.
f. In the Approval Rules: Edit Condition Expression window, click the down arrow of
the first field and select, Select from attribute.
g. In the second field, select Learning Request and then view the available options.
h. Click outside of the menu options.
i. Click Cancel.
j. On the Condition Details window, click Cancel.
6. Add another condition.
a. In the Manage Approval Rules: Learning Request toolbar, click the + button.
b. Click the Rule1 item in the diagram.
c. In the Rule: Add Details area in the Rule Name field enter, Greater150.
d. Click Configure Rule Conditions.
e. In the Condition Details window, click on the formula diagram.
f. Click Edit Selection.
Note: If Edit Selection is grayed out, click outside of the formula diagram and then
click on the formula diagram again.

g. In the Approval Rules: Edit Condition Expression window in the first field, click
Select from attribute.
h. Click the Select Attribute menu and select Learning Request and then select
Learner Self Service Price.
i. In the Operator field select >.
j. In the Select value type field, select Enter a number.
k. In the Values field enter, 150.
l. Click OK.
m. At the bottom of the Condition Details window, click OK.
7. Add the Approvers.
a. From the Approvers section, drag Management Hierarchy to the THEN in the
diagram (next to Greater150).
b. Ensure that Management Hierarchy is selected in the diagram.

c. Scroll down to the Management Hierarchy details area.
d. In the Number of Levels field, select 3.
e. You will not save any changes. Click Cancel.
f. At the Warning message, click Yes.
g. On the Transaction Manager: Rules page, click Home.

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Oracle HCM Cloud: Learning

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10 Practices for Lesson 1: Course Overview

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12 Practices for Lesson 2: Learning Overview

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28 Practices for Lesson 6: Catalog Resources

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36 Practices for Lesson 8: Creating Instructor-Led Resources and Training

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42 Practices for Lesson 9: Virtual Instructor-Led Training