Oracle Learning Management Implementation Guidelines

Flexfields............................................................................................................................................................2
Define structures for the Training Resources Key Flexfield..........................................................................2
Define Lookup Tables....................................................................................................................................6
Organizations....................................................................................................................................................6
Define Location for ABC Ltd Corporate HQ.................................................................................................7
Define Business Group...................................................................................................................................7
Define Training Center organizations............................................................................................................12
Define 2 employees (these employees are to be created a training resources subsequently).........................13
Define Resources............................................................................................................................................14
Content management........................................................................................................................................17
Set Up Content Server....................................................................................................................................17
Create Content Folders...................................................................................................................................18
Create Learning Object...................................................................................................................................19
Import Content................................................................................................................................................19
Courses and Resources (Required).................................................................................................................21
Define Delivery Mode....................................................................................................................................21
Create caregories............................................................................................................................................24
Create a root category and 2 other categories.................................................................................................24
Create Courses................................................................................................................................................27
Create Offerings.............................................................................................................................................29
Create 2 Online Offerings...............................................................................................................................32
Class and Enrollment Management................................................................................................................34
Create Enrollment Statuses.............................................................................................................................34
Create Booking Priorities...............................................................................................................................34
Define Automatic Waitlist Enrollments Profile Options................................................................................35
Enter Learners and Training managers...........................................................................................................35
Create Employees as Learners and Training Managers.............................................................................35
Financials Setup................................................................................................................................................36
Define a GL Set of Book................................................................................................................................36
Define Structure of Sales Tax Location Flexfield..........................................................................................36
Define GRE/Legal Entity and Operating Unit................................................................................................36
Setup MO: Operating Unit.............................................................................................................................36
Run Replicate Sees Data.................................................................................................................................36
Setup Inventory Organizaion..........................................................................................................................36
Choose Set of Book........................................................................................................................................36
Set Up System Options...................................................................................................................................37
Set Up Financials Options..............................................................................................................................37
Define Supplier and Supplier Contact............................................................................................................38

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 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

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 Freeze and Compile the structure

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 Populate values for the Independent Value Sets

Repeat the steps for the other structures

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Define Lookup Tables
Responsibility: Human Resource, Vision Enterprise
Navigation: Other Definitions > Lookup Tables
 Define Resource Types
 Define Class Statuses
 Create Booking Priorities

Organizations

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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

Go to Other tab and select Business Group Info

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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

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2. Setup HR:Security Profile for all the above mentioned Responsibilities

Responsibility: System Administrator

Navigation: Profile > system

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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

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4. Log on with new user for all subsequent stpups
Assign Roles to User
Login as SYSADMIN/SYSADMIN
Responsibility: User Management
(N) Users

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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

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Define Training Center organizations
Responsibility: ABC Super HRMS Manager - India
Navigation: Security > Work Structures > Organization > Description

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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

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Define Resources
Responsibility: ABC Learning Administrator - India
Navigation: Resources > Definitions

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Content management

Set Up Content Server

Responsibility: ABC Learning Administrator - India

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

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Create Content Folders

Responsibility: ABC Learning Administrator - India

Navigation: Learning Administration > Content > Create Folder

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Create Learning Object

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Import Content

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Courses and Resources (Required)

Define Delivery Mode

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

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Create caregories

Create a root category and 2 other categories

Responsibility: ABC Learning Administrator - India

Navigation: Learning Administration > Catalog > Create Category

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Create Courses
Under category Oracle HRMS create a few courses

Responsibility: ABC Learning Administrator - India

Navigation: Learning Administration > Create Course

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Repeat the steps to create some more courses

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Create Offerings
Create 2 Offerings of a course with 2 different Offline Delivery Modes

Responsibility: ABC Learning Administrator - India

Navigation: Learning Administration > Create Offerings

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Create 2 Online Offerings

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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

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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

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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

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Set Up System Options

Set Up Financials Options

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Define Supplier and Supplier Contact

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Set Up Cross Charging

Create Finance Header

Create Price List

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Set Up the profile options
• OTA: Automatic Creation of Finance Headers and Lines
• OTA: Automatic Finance Header Approval
• OTA: Automatic Transfer to GL

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