Oracle Learning Management Implementation Guidelines

Flexfields............................................................................................................................................................2
Define structures for the Training Resources Key Flexfield......................................................................................2
Define Lookup Tables.................................................................................................................................................6
Organizations....................................................................................................................................................7
Define Location for ABC Ltd Corporate HQ.............................................................................................................7
Define Business Group...............................................................................................................................................7
Define Training Center organizations.......................................................................................................................14
Define 1 HR Organization (subsequently Learners will be assigned to this Organization).....................................15
Define 2 employees (these employees are to be created a training resources subsequently)...................................15
Define Resources......................................................................................................................................................16
Content management........................................................................................................................................19
Set Up Content Server...............................................................................................................................................19
Create Content Folders..............................................................................................................................................20
Create Learning Object.............................................................................................................................................21
Import Content..........................................................................................................................................................22
Courses and Resources (Required).................................................................................................................24
Define Delivery Mode..............................................................................................................................................24
Create caregories.......................................................................................................................................................27
Create a root category and 2 other categories................................................................................................27
Create Courses..........................................................................................................................................................30
Create Offerings........................................................................................................................................................32
Create 2 Online Offerings.........................................................................................................................................35
Class and Enrollment Management................................................................................................................37
Create Enrollment Statuses.......................................................................................................................................37
Create Booking Priorities..........................................................................................................................................37
Define Automatic Waitlist Enrollments Profile Options..........................................................................................38
Enter Learners and Training managers.....................................................................................................................38
Create Employees as Learners and Training Managers........................................................................................38
Financials Setup................................................................................................................................................39
Define a GL Set of Book...........................................................................................................................................39
Define Structure of Sales Tax Location Flexfield....................................................................................................39
Define GRE/Legal Entity and Operating Unit..........................................................................................................39
Setup MO: Operating Unit........................................................................................................................................39
Run Replicate Sees Data...........................................................................................................................................39
Setup Inventory Organizaion....................................................................................................................................39
Choose Set of Book...................................................................................................................................................39
Set Up System Options.............................................................................................................................................40
Set Up Financials Options.........................................................................................................................................40
Define Supplier and Supplier Contact......................................................................................................................41
Set Up Cross Charging..............................................................................................................................................42
Create Finance Header..............................................................................................................................................42
Create Price List........................................................................................................................................................42
Set Up the profile options.........................................................................................................................................43

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 1 of 43 Rev 1
 Oracle Learning Management Implementation Guidelines

Flexfields

Define structures for the Training Resources Key Flexfield

• Venue
• Trainer
• PC
• Books
• Projectors

Responsibility: System Administrator

Navigation: Application > Flexfields > Key > Segments

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 2 of 43 Rev 1
 Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 3 of 43 Rev 1
 Freeze and Compile the structure

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 4 of 43 Rev 1
 Populate values for the Independent Value Sets

Repeat the steps for the other structures

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 5 of 43 Rev 1
Define Lookup Tables
Responsibility: Human Resource, Vision Enterprise
Navigation: Other Definitions > Lookup Tables
• Define Resource Types
• Define Class Statuses
• Create Booking Priorities

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 6 of 43 Rev 1
Organizations

Define Location for ABC Ltd Corporate HQ

Responsibility: Human Resource, Vision Enterprise
Navigation: Work Structures > Location

Define Business Group

Responsibility: Human Resource, Vision Enterprise
Navigation: Work Structures > Organisation > Description

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 7 of 43 Rev 1
Go to Other tab and select Business Group Info

1. Define the following Responsibilities (assuming that relevant Financials and Core HRMS
implementations are also undertaken)
• ABC Learning Administrator
• ABC Super HR Manager
• ABC Order Management Super USER
• ABC Learner Self-Service
• ABC Learner Manager

Responsibility: System Administrator

Navigation: Security > Responsibility > Define

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 8 of 43 Rev 1
 Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 9 of 43 Rev 1
 Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 10 of 43 Rev 1
2. Setup HR:Security Profile for all the above mentioned Responsibilities

Responsibility: System Administrator

Navigation: Profile > system

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 11 of 43 Rev 1
Repeat for all other Responsibilities

Set up HR:User Type for the Order Management Responsibility

Set up HR: Cross Business Group to ‘No’

3. Create the Implementor user and assign appropriate Respinsibilities

Responsibility: System Administrator

Navigation: Security > User > Define

4. Log on with new user for all subsequent stpups

Assign Roles to User

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 12 of 43 Rev 1
Login as SYSADMIN/SYSADMIN
Responsibility: User Management
(N) Users

Assign the following Roles

Learning Administrator
Learning Assessment Administrator
Learning Catalog Administrator
Learning Content Administrator
Learning Enrollment Administrator
Learning Finance Administrator
Learning Resource Administrator
Learning Setup Administrator

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 13 of 43 Rev 1
Define Training Center organizations
Responsibility: ABC Super HRMS Manager - India
Navigation: Security > Work Structures > Organization > Description

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 14 of 43 Rev 1
Define 1 HR Organization (subsequently Learners will be assigned to this Organization)

Define 2 employees (these employees are to be created a training resources subsequently)

Responsibility: ABC Super HRMS Manager - India
Navigation: People > Enter and Maintain – New

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 15 of 43 Rev 1
Define Resources
Responsibility: ABC Learning Administrator - India
Navigation: Resources > Definitions

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 16 of 43 Rev 1
 Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 17 of 43 Rev 1
 Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 18 of 43 Rev 1
Content management

Set Up Content Server

Responsibility: ABC Learning Administrator - India

Navigation: Learning Administration > Setup > Content Servers > Create Content Server

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 19 of 43 Rev 1
Create Content Folders

Responsibility: ABC Learning Administrator - India

Navigation: Learning Administration > Content > Create Folder

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 20 of 43 Rev 1
Create Learning Object

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 21 of 43 Rev 1
Import Content

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 22 of 43 Rev 1
 Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 23 of 43 Rev 1
Courses and Resources (Required)

Define Delivery Mode

Responsibility: ABC Learning Administrator - India
Navigation: Learning Administration > Setup > Delivery Modes > Create Delivery Mode

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 24 of 43 Rev 1
 Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 25 of 43 Rev 1
 Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 26 of 43 Rev 1
Create caregories

Create a root category and 2 other categories

Responsibility: ABC Learning Administrator - India

Navigation: Learning Administration > Catalog > Create Category

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 27 of 43 Rev 1
 Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 28 of 43 Rev 1
 Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 29 of 43 Rev 1
Create Courses
Under category Oracle HRMS create a few courses

Responsibility: ABC Learning Administrator - India

Navigation: Learning Administration > Create Course

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 30 of 43 Rev 1
Repeat the steps to create some more courses

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 31 of 43 Rev 1
Create Offerings
Create 2 Offerings of a course with 2 different Offline Delivery Modes

Responsibility: ABC Learning Administrator - India

Navigation: Learning Administration > Create Offerings

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 32 of 43 Rev 1
 Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 33 of 43 Rev 1
 Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 34 of 43 Rev 1
Create 2 Online Offerings

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 35 of 43 Rev 1
 Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 36 of 43 Rev 1
Class and Enrollment Management

Create Enrollment Statuses

Responsibility: ABC Learning Administrator - India
Navigation: Setup > Enrollment Statuses

Create Booking Priorities

Responsibility: ABC Learning Administrator - India
Navigation: Setup > Setup > Lookup

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 37 of 43 Rev 1
Define Automatic Waitlist Enrollments Profile Options

o OTA: Activate Automatic Waitlist Enrollments

o OTA: Automatic Waitlist Enrollment Default Booking Status
o OTA: Automatic Waitlist Enrollments: Hours Prior To Class
o OTA: Waitlist Sorting Criteria

Responsibility: ABC Learning Administrator - India

Navigation: Profile > System

Enter Learners and Training managers

Create Employees as Learners and Training Managers

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 38 of 43 Rev 1
Financials Setup

Define a GL Set of Book

Define Structure of Sales Tax Location Flexfield

Define GRE/Legal Entity and Operating Unit

Setup MO: Operating Unit

Run Replicate Sees Data

Setup Inventory Organizaion

Choose Set of Book

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 39 of 43 Rev 1
Set Up System Options

Set Up Financials Options

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 40 of 43 Rev 1
Define Supplier and Supplier Contact

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 41 of 43 Rev 1
Set Up Cross Charging

Create Finance Header

Create Price List

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 42 of 43 Rev 1
Set Up the profile options
• OTA: Automatic Creation of Finance Headers and Lines
• OTA: Automatic Finance Header Approval
• OTA: Automatic Transfer to GL

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle Learning Management Implementation Guidelines olmimplementationguidelines-150420061431-conversion-

gate02.doc
Effective 01/13/06 Page 43 of 43 Rev 1