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TRAINING DOCUMENT

ORACLE LEARNING MANAGEMENT (OLM) USER MANUAL


The Federal Government of UAE

Introduction ..........................................................................................................................................................................................................................4
Login .....................................................................................................................................................................................................................................7
Learning Administrator ........................................................................................................................................................................................................ 10
Learning Administrator Setup ............................................................................................................................................................................................... 13
Learner Group...................................................................................................................................................................................................................... 14
Creation of Question Bank ................................................................................................................................................................................................... 27
Creation Of Survey ............................................................................................................................................................................................................... 37
Creation Of Learning Object ................................................................................................................................................................................................. 52
Creating Resources .............................................................................................................................................................................................................. 54
Catalog Administration ........................................................................................................................................................................................................ 60
Creation Of Category............................................................................................................................................................................................................ 61
Attaching Training Plan for the Year 2014 ............................................................................................................................................................................. 64
Creation Of Course ............................................................................................................................................................................................................... 75
Creation Of Offering ............................................................................................................................................................................................................. 77
Creation Of Class .................................................................................................................................................................................................................. 82
Adding Evaluation to Class ................................................................................................................................................................................................. 115
Resource Bookings For a Class ............................................................................................................................................................................................ 118

Updating Maximum Attendees and Class Status ................................................................................................................................................................. 122


Creation of Learning Path (Individual Development Plan) .................................................................................................................................................... 127
Creation Of Learning Path (IDP) .......................................................................................................................................................................................... 128
Learner Enrollment ............................................................................................................................................................................................................ 143
Mandatory Enrollment ....................................................................................................................................................................................................... 154
Updating Enrollment .......................................................................................................................................................................................................... 158
Learner Self-Service ........................................................................................................................................................................................................... 163
Overview of Learner Self Service ........................................................................................................................................................................................ 165
Self Enrollment .................................................................................................................................................................................................................. 171
Creation Of IDP .................................................................................................................................................................................................................. 177
Training Request ................................................................................................................................................................................................................ 184
Learner Manager ............................................................................................................................................................................................................... 243

Introduction
Oracle Learning Management (OLM) is designed to support all education models by providing a single unified learning delivery system to the extended
enterprise of employees, customers, and partners.

Tightly integrated with the talent and performance management functions within the Human Resources application, OLM is also integrated with Oracle
Financials and Order Management applications to administer the financial and commercial aspects of your learning business. The application records worker
competencies, making them available for career planning as well as candidate placements, performance appraisals, and other activities.

OLM offers a wide range of functions, from catalog and online class management to learner enrollments and learning paths

The Learning Cycle


You can use Oracle Learning Management in tandem with other Oracle Applications to support just as much of the learning cycle as you
require.

Setup Stages
1. Create administrator groups to restrict administrators access to learning categories and folders.
2. Define the competency requirements of your business: define the competencies (qualifications, knowledge, and experience) your
enterprise requires from its current staff and future applicants.
3. Assign competency requirements to organizations, jobs, and positions: assign your general and specific business requirements to
particular structures within your enterprise.
4. Assess competency achievements and gaps

5. Design or identify development courses : Develop new internal courses or identify external activities that can supply the competencies
required to close the gaps
6. Group courses in to Learning Paths (IDP) and categories : Design the catalog based on the needs of the organization and individuals

User Stages
1.
2.
3.
4.
5.
6.
7.

Create classes and book resources: create online and offline classes and book the resources required to run them.
Enroll Learners in classes
Manage Enrollments and Cancellations
Record attendance and achievements : after classes, record results including test scores ,attendance levels and competencies attained
Evaluate courses
Appraise Learners: evaluate long term impact of learning management.
Create learner groups to group learners based on their common interest or job responsibility. Learner group can be used to give learner
access to specific training

This symbol indicates that its a calendar and dates can be selected by clicking on to it

This symbol indicates a search icon and values can be selected from the list of values
Home is clicked for reaching the home page

Home

The Transactions can be cancelled by clicking on Cancel button


The Changes can be Applied by clicking on Apply button
The Details can updated by clicking on Update button
The Approves can Reject the requests by clicking on Reject Button
The Request can be Reassigned to different employees by clicking on Reassign button
More information can be requested by clicking on Request information
The Requests can be Approved by clicking on Approve Button
The Page can be saved by clicking on Save Button
The Transactions can be continued to the next page by using continue button

Login
Log In Details

Log In

Description : This page is used for Log In to the Oracle Application

1. Enter the Url :


https://www.bayanati.gov.ae/
2. Enter User Name
3. Enter The Password

4. Click on Log in

2
3
4

Log In
(Explanation Frame)

Description : This page is the home page of the application and can be used for accessing the responsibilities,
viewing notifications

Worklist : All the


notifications can be seen
under the Worklist

Main Menu : All the


responsibilities can be
seen under the Main
Menu

Logout : Logout option is


used for logging out from
the application

Learning Administrator

Description : This page is used for navigating in to the catalog administration page
10

1. Click on Learning
Administrator
Responsibility : Learning
Administrator responsibility
is used by administrator for
creating various training
related things

2. Click on Learning
Administration Menu :
Learning Administration
menu has so many sub
menus which are used for
creating training related
things

2
3

3. Click on Catalog
Administration : Catalog
Administration consists of
various tabs which are used
in the creating

11

Catalog Administrator Tabs

Catalog : Catalog tab is


used for creating various
category, courses, classes,
offering, Learning path

Resources : Resource tab


is used for creating
resources like trainers,
venues and others

Learner : Learner tab is


used for creating and
updating Learning related
things for various learners

Content : Content tab is


used for creating Question
banks, Tests, evaluations
and Learning objects

Setup : Setup tab is used


for creating Learner
Groups and Offering
Modes

Description : This page shows various tabs which are available in the catalog administration page and each
has different purpose

12

Learning Administrator Setup


Learner Group
Creation of Question Bank
Creation of Survey
Creation of Learning Object
Creation of Resources

13

Learner Group

Description: Administrators can group learners based on their common interests or job responsibilities.
Grouping users simplifies and makes it easier to assign learner access and to enroll users in training.

1. Click on Learning
Administrator
Responsibility
2. Click on Learning
Administration Menu
3. Click on Catalog
Administration

1
2
3

14

Learner Group
4.

Click on the Setup Tab

Description : This page is used for navigating and doing the setup for creating Learner Group
999999999999999999999999999999999999999999999999999999999999999999999999999999999999999999999999999999999

15

Learner Group

Description : This page is used for the Navigation of creating Learner Group

5. Click on the Learner


Group

16

Learner Group :

Description : This page is used for creating new Learner Group

6. Click on Create

17

Learner Group
7.

Description : This page is used for giving the details for Learner group

Leaner Group Name :


Enter a name for the
Learner Group in name
field

8.

Description : Optional

9.

Start Date : Enter a date


in the Start Date

10. End Date : Optional

11. Click on Apply and Add


Details

9
1
0
0

1
1

18

Learner Group

Description : This page is used for Adding Learner Group members

12. Click on Components

1
2

19

Learner Group

Description : This page is used for Adding Learner Group members using various ways

13. Members can be added


using any of the three
ways mentioned below
and click on go
a) Assignment

1
3

b) Learner
c) Learner Group

20

Learner Group

Description : This page is used for Adding Learner Group members based on assignment using various ways

a) Assignment :
It can be given based on
Organization, job and
position.
For Ex : Based on
Organization

1
1. Click the search icon of the
Organization

21

Learner Group

Description : This page is used for searching the organization and selecting it

2. Select Organization from


the drop down

3. Enter the first few details


of the organization an put
%
4. Click on Go
5. Select the Appropriate
Organization

5
6

6. Click on Quick Select

22

Learner Group

Description : This page is used for adding the members based on organization

7. Click on Apply
Note : If the child
organization should be
included under the given
organization then check
the include child
organizations

23

Learner Group
Explanation Section

Description : This page shows the confirmation that Learner Group members have been added based on
the selected organization

Once Apply is clicked the


members gets added and a
confirmation message is
shown

24

Learner Group

Description : This page is used for adding Learner Group members based on Individual learners

b) Learner :
It can be given based on
individual learners, click
the search icon for learner
and select the learners
Note : The Learners can be
selected using the same
way as explained in
assignment

25

Learner Group

Description : This page is used for searching and adding members based on Learner Group

c) Learner Group :
Learner groups can be
grouped and given. Select
the appropriate group by
clicking on the search on
search icon and click on
apply
Note : The Learner group
can be selected using the
same way as explained in
assignment

26

Creation of Question Bank

Description : This page is used for creation of the Question bank

1) Select the folder name


which is prefixed with the
ministry code
2) Click on Question Banks

2
1

27

Creation Of Question bank

Description : This page is used for creation of the Question bank

3. Click on Create Question


Bank

28

Creation Of Question Bank

Description : This page is used for giving the details for the Question Bank

4. Question Bank Name :


Give the Name of the
question bank in the
question bank name field
5. Published Status : Not
Published ( When the
Question Bank is created
fully then change the
status to published)

6. Start Date : Give the date


in the start date field

7. End Date : Leave the end


date field blank

6
7

8. Click on Apply

29

Creation Of Question Bank

Description : This page is used for adding questions to the Question Bank

9. Click on Manage
Questions

30

Creation Of Question Bank

Description : This page is used for giving the details for the Question Bank

10. Click on Create Question

10
0

31

Creation Of Question Bank

Description : This page is used for selecting the question type for each questions

11. Select the appropriate


Question Type
A. Fill-in-the-Blank(Text
Response)
B. Fill-in-theBlank(Numeric
Response)
C. True or False
D. Multiple
Choice(Single Correct
Response)
E. Multiple
Choice(Multiple
Correct Responses)

11

For Ex Select Fill-in-theblank (text Response)


12. Click Continue

12

32

Creation Of Question Bank

Description : This page is used for giving the details for the Question Bank

13. Question Text :


Give the Question in the
Question Text Field
14. Start Date : Give the start
date of the question
15. Points : Give the
appropriate points in the
points field
16. Response order : Select
the Response order either
random or Fixed

13

14
15

17. Correct Response


Feedback : The Correct
feedback can be given in
the correct Response
Feedback Field

16
17
18

18. Incorrect Response


Feedback : The Incorrect
feedback can be given in
the Incorrect Response
Feedback Field

33

Creation Of Question Bank

Description : This page is used for giving the details for the Question Bank

34

19. Give one correct response


under the Response
Options field

1
9

20. Click on Apply

2
0

35

Creation Of Question Bank

Description : This page shows the confirmation message that the question is created successfully and new
questions can be created by clicking on Create Question

The Question is created


and a confirmtion message
is shown

21. Click to Return to


Question Banks
Note : In the same way the
questions can be created
for other question types

2
1

36

Creation Of Survey

Description: Surveys are created as tests and it is not scored . It is used for taking employee feedbacks on
various things

1) Select the Folder Name


prefixed with the Ministry
Code
2) Select Test from the Drop
Down
3) Click On Go

2
1

37

Creation Of Survey

Description : This page is used for giving the details for the Survey

4) Name : Name of the


survey should be given in
the name field
5) Published Status : Not
Published ( Should be
changed to Published once
test sections and Question
banks are attached)

6) Assessment Type : Select


Survey

5
Note : Test and Evaluation
Can be created by
selecting the assessment
type as test or evaluation

7) Language: Appropriate
Language Can be selected
in the language field

7
8

8) Question Source : Select


Pre Selected

38

Creation Of Survey

Description : This page is used for giving the details for the Survey
9

9) Scoring Option : Not


Scored

10

10) Check the option Mark


Questions for review
11) Check the check box Is
Resumable
12) Feedback Type : End Of
Test

11

12

39

Creation Of Survey
13) Attempts : Give the
Maximum number of
attempts the survey can
be taken in the Maximum
number of Attempts field,
if left empty it can be
taken any number of times

Description : This page is used for giving the various preferences for the survey
13

14) Time Remaining Alert:


Option can be enabled if
time alert should be given
to the learners while
taking the test

14

15) Player Preferences :


15

a) Check allow
Learners to view
Test Summary
b) Check show
confirmation
before test
Submission
16) Click on Apply and Add
Details

16

40

Creation Of Survey

Description : This page is used for navigation for creating test sections for the survey

17) Click on Test Sections

1
7

41

Creation Of Survey

Description : This page is used for creating various test sections for the survey

18) Click on Create Test


Section

1
8

42

Creation Of Survey

Description : This page is used for giving the details for test sections
2
1

19) Title : Give the name of


the section in the title
section
20) Question Order : It can be
selected either fixed or
random
1
9

Note : Check mandatory


section check box if the
section has to be made
mandatory or else leave it
unchecked

2
0

21) Click on Apply

43

Creation Of Survey

Description : This page is used for adding questions to the created test sections

22) Select the Title for which


question needs to be given
23) Click on Manage
Questions

2
2

2
3

44

Creation Of Survey

Description : This page is used for Adding questions to the survey

24) Click on Add Questions

24

45

Creation Of Survey

Description : This page is used for searching and selecting the already created Question Bank

25) Select the already Created


question bank by clicking
on Search icon
The Question Bank can be searched
by giving the first letter of the
question bank and give % and click
on go. Select the appropriate
question bank

25

26) Click on Continue


26

46

Creation Of Survey

Description : This page is used for selecting the appropriate question from the Question Bank

27) Select the appropriate


questions

28

28) Click on Apply

27

47

Creation Of Survey

Description : This page tells how to go back to the test section

29) Click on Return to test


Sections

29

48

Creation Of Survey

Description : This page shows the confirmation after the test section is created

30) Click on Test


Note :
a) The Test sections can be
deleted by selecting the
test section and delete
button
b) The Test sections can be
made active by clicking on
Make Active Button
c) The Test sections can be
made Inactive by clicking
on Make Inactive Button
d) The Test Section can be
updated by clicking on
update button

30

49

Creation Of Survey

Description : This page is used for updating the test

31) Click on Update

31

50

Creation Of Survey

Description : This page is used for changing the test status from unpublished to Published

32) Change the published


status from Unpublished
to Published
33) Click on Apply

32

51

33

Creation Of Learning Object

Description : Learning Objects are used in the offering like links , Course materials

1) Select the Folder Name


prefixed with the Ministry
Code
2) Select Learning Object
from the Drop Down
3) Click On Go

52

Creation Of Learning Object

Description : This page is used for giving the details for the Learning Object

4) Identifier : Give a name in


the identifier Field
5) Name : Give a name for
the Learning Object in the
learning object name field

6) Published Status :
Published

7) Tracking Type : Automatic

6
7

8) Language : Any Language


Can be Given

8
9) Type : URL Access
10) Starting URL : Give the
URL Address in Starting
URL field

11) Click Apply and Add


Details

10
00

11

53

Creating Resources

Description : Resources are facilities, people , or equipment that you require to run any Learning programs in an
enterprise

1. Click on Resources
2. Click on Create
Resources

54

Creating Resources

Description : This page is used for giving the Resource details

3. Resource Type : There


are three resource types

Others
Trainer
Venue

3
4

For Ex : Select Trainer as the


resource type
4.

Resource Name : Click on


the search icon

55

Creating Resources
a)

I.

II.

Description : This page is used for searching and selecting an already created resource

To select the already


created resources click on
Search
Select the appropriate
resource

II

Click on Select

56

Creating Resources

Description : This page is used for creating a new resource

b) To create a new resource

I.

Ministry: Click on the


search icon for
ministry. Search for
ministry code and
select the appropriate
ministry code
Note : If the resource is
common for all the
ministries then dont
select the Ministry
code, leave it blank

II.

II
III

Name: Click on the


search icon for name.
Search for the
employee name and
select the employee

III.

Click on Create

IV.

Click on Select

I
V

57

Creating Resources

Description : This page is used for giving the resource details

5. Person: Click on the


search icon for
person.
Search for the
Employee and click
on select

6. Training Center:
Click on the search
icon for Training
Center.
Search for the
Training Center the
trainer belongs to
and click on select

7. Start Date : Enter


the Start date of
Trainer

8. End date : It is
optional
9.

Click on Apply

58

Creating Resources

Description : This page shows the confirmation that resource is created

Confirmation message
is shown that resource
is created

59

Catalog Administration
Creation Of Category
-

Attaching Training Plan for 2014

Creation Of Course
Creation Of Offering
Creation Of Classes
-

Adding Evaluation to class

Resource Booking

Updating the Maximum attendees and Class Status

60

Creation Of Category

Description : Category enables the Learning administrator as well as the learners to browse all available
Learnings

61

1) Select the Folder Name


prefixed with the Ministry
Code
2) Select Category from the
Drop Down

3) Click On Go

62

Creation Of Category

Description : This page is used for giving the details for the Category

4) Category : 2014
5) Start Date : 01-Jan-2014
6) Click on Apply

4
6
5

63

Attaching Training Plan


for the Year 2014

Description : This page is used for selecting the category for which Training Plan for 2014 needs to be attached

1) Select Category
2014
2) Click On Details

64

Attaching Training Plan for


the Year 2014

Description : This page is used for updating the category and attaching the Training Plan For the Year 2014

3) Click on Update

65

Attaching Training Plan for


The Year 2014

Description : This page is used for Attaching the Training Plan to the Category

66

4) Attachments : Click on
Add

67

Attaching Training Plan for


The Year 2014

Description : This page is used for choosing the Training Plan

5) Click on Choose File

68

Attaching Training Plan for


The Year 2014

Description : Browse for the file which needs to be attached

6) Browse for the file and


click on Open

69

Attaching Training Plan


for The Year 2014

Description : This page is used for completing the attaching of the Training Plan

7) Click on Apply to
Proceed or Click on
Add Another to add
some more files

70

Attaching Training Plan for


The Year 2014

Description : This page shows the Confirmation message about the attachment but apply button needs to be presses
again so that it gets saved to the Category

Confirmation is
shown after clicking
the apply button

8) Click on Apply again


and it gets saved to the
category

71

Attaching Training Plan for


The Year 2014

Description : This page shows the confirmation that Training Plan is attached Successfully to the Category

Confirmation is
shown after clicking
the apply button
and it gets attached
to the category

72

Creation Of Sub Category

Description : This page is used for Creating Sub Category for the yearly plan 2014

1) Select the Category 2014


2) Select Category from the
drop down

3) Click on Go

73

Creation Of Sub Category

Description : This page is used for giving Sub Category Details

4) Category : Survey
5) Start Date : 01-Jan-2014
6) Click on Apply and Add
Details

4
6
5

74

Creation Of Course

Description : Course defines what a class teaches a Learner, course is second Level in hierarchy after
category

1) Select the Sub Category


Survey
2) Select Course from the
drop down
3) Click on Go

75

Creation Of Course

Description : This page is used for giving the details for the Question Bank

4) Course : Training Need


Survey
5) Start Date : 01-Jan-2014
6) Sponsor : UAE Federal
Government
7) Training Annual Plan :
2014

4
8) Course Type : Survey

9) Business Support : Core


or Supporting can be given
10) Click on Apply and Add
Details

7
8
9
1
0
0

76

Creation Of Offering

Description : Offering determines how the learning is delivered

1) Click On Manage Offerings

77

Creation Of Offering

Description : This page is used for creating a new offering

2) Click on Creating Offering

78

Creation Of Offering

Description : This page is used for selecting the delivery mode whether its an offline or online course

79

3) Select Delivery Mode :



4) Click On Continue

80

Creation Of Offering

Description : This page is used for giving the offering details and attaching the created survey to the
Learning Object

5) Offering : Online Training


Survey
6) Learning Object : Training
Need Survey For 2014
7) Start Date : 01-Jan-2014

8) Language : Select Arabic or


English

9) Click Apply and Add


Details

81

Creation Of Class

Description : Classes are the Learning objects that learners can enroll in and attend or take it online.

1) Click On Manage Classes

82

Creation Of Class

Description : This page is used for creating a new class

2) Click on Create Class

83

Creation Of Class

Description : This page is used for giving the details for the class

3) Title : Training Need


Survey 2014
4) Status : Normal
5) Start Date : 24-Aug-2014

6) End Date : 02-Sep-2014


7) Time Zone : Dubai

8) Sponsor : UAE Federal


Government

6
7

84

Creation Of Class

Description : This page is used for giving the details for the Class

9) Enrollment Start Date :


24-Aug-2014

10) Enrollment End Date : 26Aug-2014

10
0

11) Activity :

11
0

Note : The Activity code


with respect to the
ministries should be
selected
12) Budget : The Budget
Amount of the class should
be given in budget field

12
0

13
0

13) Click on Apply and Add


Details

85

Creation Of Class

Description : This page is used for Applying the changes and saving the class details

An Error Message is
shown once Apply and
Add Details button is
clicked

14) Again Click on Apply Add


Details button

14
0

86

Creation Of Class

Description : This page is used for giving access to the Learners who should be part of the class

15) Click on Learner Access :


The purpose of giving
Learner Access is to give
permission to learners
who can access the class.

15
0

87

Creation Of Class

Description : This page is used for giving the access based on various ways

16) Learner Access be given based


on any of the three ways given
below
a) Assignment

16

b) Learner
c) Learner Group

88

Creation Of Class

Description : This page shows how access can be given based on Assignment

a) Assignment :

It can be given based on


Organization, job and position.
Select the appropriate one and
click on apply
Note : Enrollment Should be given
as Mandatory Enrollment as its a
survey.
The mandatory Enrollment process
is explained in page number 144
under mandatory Enrollment
process
For Ex : Based On Organization

89

Creation Of Class

Description : This page is used for giving Learner Access based on Assignment

1. Click the search icon of the


Organization

90

Creation Of Class

Description : This page is used for searching and selecting the Organization

2. Select Organization from


the drop down
3. Enter the first few details
of the Organization and
put %
4. Click on Go

5. Select the Appropriate


Organization

6. Click on Quick Select

91

Creation Of Class

Description : This page is used for Applying changes after selecting the organization

7. Click on Apply

Note : If the child organization


should be included under the given
organization then check the
include child organizations

92

Creation Of Class

Description : This page shows the confirmation message that Learner Access is given

Once Apply is clicked


then Learner Access is
given and a
confirmation message
is shown

93

Creation Of Class

Description : This page is used for giving Learner Access based on Individual Learners

b) Learner :

It can be given based on individual


learners, select the learners and
click on apply
Note : Enrollment Should be given
as Mandatory Enrollment as its a
survey

94

Creation Of Class

Description : This page is used for giving Learner Access based on Learner Groups

C) Learner Group :

Different Learner groups can be


grouped and given. Select the
appropriate group and click on
apply
Note : Enrollment Should be given
as Mandatory Enrollment as its a
survey

95

Creation Of Course

Description : Course defines what a class teaches a Learner, course is second Level in hierarchy after
category

1) Select the Category


Leadership
2) Select Course from the
drop down

2
3

3) Click on Go

96

Creation Of Course

Description : This page is used for giving the details for the Course

4) Course : Training Need


Survey
5) Start Date : 01-Jan-2014
6) Sponsor : UAE Federal
Government
7) Training Annual Plan :
2014

8) Course Type : Training


Courses

9) Business Support : Core or


Supporting can be given

10) Click on Apply and Add


Details

7
8
9
1
0
0

97

Creation Of Offering

Description : Offering determines how the learning is delivered

1) Select the Leadership


Course
2) Select Offering from
the drop down

3) Click on Go

98

Creation Of Offering

Description : This page is used for selecting the delivery mode whether its an Offline or Online course

4) Select Delivery Mode :


5) Click On Continue

99

Creation Of Offering

Description : This page is used for giving the offering details and attaching the created survey to the
Learning Object

6) Offering : Leadership Skill


7) Start Date : 01-Jan-2014
8) Language : Select English
or Arabic

9) Click on Apply and Add


Details

100

Creation Of Class

Description : Classes are the Learning objects that learners can enroll in and attend or take it online.

1) Select the Offering


Leadership Skill
2) Click on Classes

101

Creation Of Class

Description : This page is used for creating a new class

3) Click on Create Class

102

Creation Of Class

Description : This page is used for giving the details for the class

4) Title : Leadership Class


5) Status : Normal
6) Start Date : 24-Aug-2014
7) End Date : 04-Sep-2014

8) Time Zone : Dubai

103

Creation Of Class

Description : This page is used for giving the details for the Class
9

9) Sponsor : UAE Federal


Government
10) Enrollment Start Date :
24-Aug-2014

10
0

11) Enrollment End Date : 26Aug-2014

11
0

12) Activity :

12
0

Note : The Activity code


with respect to the
ministries should be
selected
13) Budget : The Budget
Amount of the class should
be given in budget field

13
0

14
0

14) Click on Apply and Add


Details

104

Creation Of Class

Description : This page is used for Applying the changes and saving the class details

An Error Message is
shown once Apply and
Add Details button is
clicked

15) Again Click on Apply and


Add Details button

15
0

105

Creation Of Class

Description : This page is used for giving access to the Learners who should be part of the class

16) Click on Learner Access :


The purpose of giving
Learner Access is to give
permission to learners
who can access the class.

16
0

106

Creation Of Class

Description : This page is used for giving the access based on various ways

17) Learner Access be given based


on any of the three ways given
below
a) Assignment

17

b) Learner
c)

Learner Group

107

Creation Of Class

Description : This page shows how access can be given based on Assignment

a) Assignment :

It can be given based on


Organization, job and position.
Select the appropriate one and
click on apply
For Ex : Based On Organization

108

Creation Of Class

Description : This page is used for giving Learner Access based on Assignment

1. Click the search icon of the


Organization

109

Creation Of Class

Description : This page is used for searching and selecting the Organization

2. Select Organization from


the drop down
3. Enter the first few details
of the Organization an put
%
4. Click on Go

5. Select the Appropriate


Organization

6. Click on Quick Select

110

Creation Of Class

Description : This page is used for Applying changes after selecting the organization

7. Click on Apply
Note : If the child organization
should be included under the
given organization then check the
include child organizations

111

Creation Of Class

Description : This page is used for giving the details for the Question Bank

Once Apply is clicked


then Learner Access is
given and a
confirmation message
is shown

112

Creation Of Class

Description : This page is used for giving Learner Access based on Individual Learners

b) Learner :

It can be given based on individual


learners, select the learners and
click on apply

113

Creation Of Class

Description : This page is used for giving Learner Access based on Learner Groups

C) Learner Group :
Different Learner groups can be
grouped and given. Select the
appropriate group and click on
apply

114

Adding Evaluation to Class

Description : This page is used for adding evaluation to a class

1. Click on Evaluation

115

Adding Evaluation to Class

Description : This page is used for adding the evaluation

2. Click On Add Evaluation

116

Adding Evaluation To Class

Description : This page is used for selecting the already created Question bank

3. Select the Already created


Evaluation by clicking the
search icon
Note : If the evaluation has
to be mandatory then
check mandatory or else
leave it unchecked

4. Click on Apply button

117

Resource Bookings For a Class

Description : This page is used for booking a resource to a class like trainers, class room and other resources

1. Click on Resource Bookings


2. Add : Select the appropriate
resource like Others or
Venues or Trainers

For Ex : Select Trainer


Note : In the same way
Others and Venues can be
selected

3. Click on Go

118

Resource Bookings For a


Class

Description : This page is used for selecting and booking the resource

4. Start Date : Enter the


Start date from when
the Trainer is required
5. End Date : Enter the
End Date of the
Trainer for the class
6. Time Zone : Select the
time zone

4
5

119

Resource Bookings For a


Class

Description : This page is used for selecting and booking the resource

7. Name : Click on the


search icon for name .
Search for the Resource
and select the
appropriate resource
8. Booking Status: Select
Confirmed or Planned

Planned : The trainer


has been booked
tentatively

Confirmed : The
trainer booked is
confirmed

9. Click on Apply

120

Resource Bookings For a Class


Explanation Section

Description : This page is used for giving the details for the Question Bank

Confirmation is given once


apply is clicked

121

Updating Maximum
Attendees and Class Status

Description : This page is used for updating a class

1. Select Maximum attendees


and Class Status from the
drop Down

2. Click on Go

122

Updating Maximum
Attendees and Class Status

Description : This page is used for selecting the appropriate option

3) Select any one of the


below mentioned Option
a) Change The Maximum
Attendees

(Or)
b) Change the Class Status

123

Updating Maximum
Attendees and Class Status

Description : This page is used for changing the Maximum attendees in a class

a) Change The Maximum


Attendees
I.

Select the option Change


Maximum Attendees

I
II.

III.

Give the Maximum


Number of Attendees in
maximum attendees field

I
I

Click on Apply

III

124

Updating Maximum
Attendees and Class Status

Description : This page is used for updating class status

125

b) Change the Class Status


I.

Select the option Change


Class Status from the drop
down

II.

Select the appropriate


class status

I
I
I

Full : The class is full


Normal : The class is a
normal class
Planned : The Class is still
in the Planning phase and
can be changed anytime
Closed : The class is closed
and no enrollments will be
done

III

Cancelled : The class is


cancelled due to some
reasons
III.

Click on Apply

126

Creation of Learning Path (Individual Development


Plan)

127

Creation Of Learning Path


(IDP)

Description : Learning Path is a catalog object that contains one or more virtual groups of courses, it helps
employees achieve learning goals that a single course cannot address

1) Select the Category 2014


2) Select Learning Path from
the drop down

3) Click on Go

128

Creation Of Learning Path


(IDP)

Description : This page is used for giving the Learning Path Details

1) Name : Give the Learning


Path Name in the name
field

2) Start Date : 01-Aug-2014


3) Click on Apply and Add
Details

129

Creation Of Learning Path


(IDP)

Description : This page is used for creating sections for the Learning Path

4) Click on Manage Sections

130

Creation Of Learning Path


(IDP)

Description : This page is used for creating a new section

5) Click on Create Sections

131

Creation Of Learning Path (IDP)

Description : This page is used for giving the Learning Path section details

6) Name : Give the Name of


the section in the name field
Note : If All components in
the Learning path needs to
be completed then select All
components Mandatory, if
not select the option One or
More Components
Mandatory

7) Click on Apply and Add


Details

132

Creation Of Learning Path (IDP)

Description : Creation of Learning Path (Individual Development Plan)

8) Click on Components

133

Creation Of Learning Path (IDP)

Description : This page is used for adding the course details

9) Click on Add

134

Creation Of Learning Path (IDP)

Description : This page is used for searching and selecting the courses required for the Learning Path

10) Enter the name of the


Course to be added by
giving the first few letters of
the course and give %
11) Click on Go

10

12) Select the Course


13) Click on Add to Section

11

13

12

135

Creation Of Learning Path (IDP)

Description : This page is used for adding the selected course to the Learning Path

14) Mandatory Courses :


Enter the number of
mandatory courses in the
Mandatory Courses Field
15) Click on Apply
Note : New courses can be
added to the Learning Path
by clicking on Add Button

1
5

136

Creation Of Learning Path (IDP)

Description : This page shows the confirmation that the course is added

Confirmation message is
shown after apply button
is clicked

16) Click on Return to Catalog

1
6

137

Creation Of Learning Path (IDP)

Description : This page is used for giving access to the Learners who should be part of the Learning path

17) Click on Learner Access :


The purpose of giving Learner
Access is to give permission to
learners who can access the
class

17

138

Creation Of Learning Path (IDP)

Description : This page is used for giving the access based on various ways

18) Learner Access can be given


any of the three ways given
below
a) Assignment

18

b) Learner
c) Learner Group

139

Creation Of Learning Path (IDP)

Description : This page shows how access can be given based on Assignment

a) Assignment :
It can be given based on
Organization, job and position.
Select the appropriate one and click
on apply
Note : It can be given the same way
as given in class

140

Creation Of Learning Path (IDP)

Description : This page is used for giving Learner Access based on Individual Learners

b) Learner :
It can be given based on individual
learners, select the learners and click
on apply

141

Creation Of Learning Path (IDP)

Description : This page is used for giving Learner Access based on Learner Groups

C) Learner Group :
Different Learner groups can be
grouped and given. Select the
appropriate group and click on apply

142

Learner Enrollment
Single Enrollment
Bulk Enrollment
Mandatory Enrollment
Updating Enrollments

143

Learner Enrollment

Description : Learner Enrollments are used for enrolling employees in to various courses

1. Click on Learner
2. Click on Add Enrollments

144

Learner Enrollment

Description : This page is used for searching for a Class and Enrolling Learners

3. Select Class From the Drop


Down
4. Put the first few letters of
the Class and put%
5. Click on Go

6. The Enrollment can be


done using the following
ways
a) Single Enroll

b) Bulk Enroll

145

Learner Enrollment

Description : This page is shows how single enrollment is done

a) Single Enroll :
Single enroll option can be
used by the Learning
administrator to enroll few
number of Learners
I.

Click on Single Enroll

146

Learner Enrollment
II.

Enrollment Status :
Select Enrolled from the
drop down

III.

Learner Details : Click


the search icon in the
Last name, the Learner
can be searched using
full name or email
address. Select the
appropriate learner

IV.

Click on Apply, the


learner will be enrolled in
to the class

Description : This page shows how the Learner is selected and Enrolled

II

Note : In the same way


new learners can be
added

147

II
I

IV
V

Learner Enrollment

Description : This page how Bulk Enrollment of Employees can be done

148

b) Bulk Enroll :
Bulk enroll option can be used
by the Learning administrator
to enroll many number of
Learners
I.

Click on Bulk Enroll

149

Learner Enrollment
II.

Description : This page is used for Selecting and Adding Learners

Click on Add Learners


Note : The Learners can
be searched using various
criterias as shown in the
screenshot

I
I

150

Learner Enrollment
III.

For Ex :
Select a Job and
Click on Go

IV.

Select the Learners

V.

Click on Add

Description : This page shows how Learners can be selected using various ways

II
I
IV
V

151

Learner Enrollment
VI.

Description : This page is used for apply the changes after selecting the Learners

Click on Apply

VI

152

Learner Enrollment
Explanation Section

Description : Creation of Learning Path (Individual Development Plan)

Once Apply
button a
confirmation
message is
shown

153

Mandatory Enrollment

Description : Mandatory Enrollment is used by the learning administrator normally for enrolling employees in
surveys and certain courses which should be taken by all the employees

1. Click on Responsibility
Learning Administrator
2. Click on Reports and Other
Requests

3. Click on Submit Report

2
3

154

Mandatory Enrollment

Description : This form is used for running the mandatory enrollment process

4. Select Single Request


5. Click on Ok

155

Mandatory Enrollment

Description : This form shows how Process Mandatory Enrollments concurrent is run by giving the parameter as
class name

6. Name : Process
Mandatory Enrollments
7. Parameter : Select the
Class Name
8.

Select the class and


click on ok

156

Mandatory Enrollment

Description : This form shows after selecting the class how the request is submitted

9. Click on Submit
10. A Message pops up ,
click on No

157

10
0

Updating Enrollment
1. Click on Learner

Description : The Learners Enrollment can be updated using various status


1

2. Click on Enrollments and


Subscriptions
3. Select Class From the
Catalog Object Type

2
3

4. Select the name by clicking


on the search icon

158

Updating Enrollment

Description : This page is used for Searching the Class and selecting it

5. Select Search by Title


6. Enter the first few letters of
the Class and put%

7. Click on Go
8. Select the Appropriate Class
9. Click on Quick Select

159

Updating Enrollment

Description : Creation of Learning Path (Individual Development Plan)

10. Search and Select the Class


Name
11. click on Go
12. Select the Learner for
whom the enrollment status
needs to be updated

1
0
0
1
1

13. Click on Update


Enrollments

1
3

1
2

160

Updating Enrollment

Description : This page is used for selecting the Enrollment Status

14. Select the Appropriate


Enrollment Status from the
drop down
a) Attended : The Learner
has attended the class
b) Cancelled : The Class is
cancelled
c) Enrolled : The Learner is
enrolled in to the class

1
4

d) MOF Cancelled : The class


is cancelled due to some
reasons
e) Non Financial
Cancellation : The class is
cancelled due to some
financial reasons
f)

Pending Evaluation : The


Learner has completed
the class but the
evaluation is still pending

161

Updating Enrollment

Description : This page is used for selecting the Enrollment status and apply the changes

g) Requested : The Learner


has requested to be part
of the class but the
requested is pending for
approval
h) Waitlisted : The Learner
has been put on
Waitlisted status as the
class is full and doesnt
have enough seats if
somebody cancels then
waitlisted learner can be
enrolled

1
6
1
5

15. Select the Reason For


change for the changing of
Enrollment Status

Note : If Authorized check box is


selected then the person who
has logged in to make changes
will be Captured
16. Click on Apply

162

Learner Self-Service
Overview of learner Self Service
Self Enrollment
Creation of Learning Path (IDP)
Training Requests

163

Learner Self-Service

Description : Learner Self-Service is used by the employee to Enroll in to courses, take online classes and view
various catalogs . The employee can also creating Self Learning Path

The Learner Self-Service can be


classified in to Four

Overview of Learner
Self Service

Self Enrollment

Creation of Learning
Path (IDP)

Training Requests

164

Overview of Learner Self


Service

Description : This page is used to navigate through the Leaner Self Service responsibility and to view the
Learning details

1. Click on 97Learner SelfService Responsibility


Note: The Responsibility will
be prefixed with appropriate
Ministry Code
2. Click on the Menu Learning

3. Click on Learner Home

2
3

165

Overview of Learner Self


Service :

Description : This page shows the Learning details of the Employee

166

a) Click on Current Learning :


1. Learning Paths :
Learning path in which
the employee has got
enrolled can be seen
under the Learning
path tab

The employee can also


create Learning path
for himself

2. Enrollments :
The employee can see
the courses for which
he /she has been
Enrolled under
enrollments tab

167

Overview of Learner Self


Service :

Description : The page shows the Learnings requested by the employee

b) Click on Requested Learning :


The courses for which
employee has requested
enrollments and is waiting for
approval can be seen under
Requested Learning tab

168

Overview of Learner Self


Service :

Description : This page shows the Learning History of the employee like past attended courses

c) Click on Learning History :


All the Learnings which
are moved by clicking on
Move to history from
Learning Path and
enrollments be seen under
Learning History

169

Overview of Learner
Self Service :

Description : This page shows various Catalog for which the employee have access

d) Click on Catalog :
All the Learning plan
for the year can be
seen under the
catalog and the
employee can click on
the appropriate
catalog and enroll
himself in to a course

170

Self Enrollment

Description : This page how an employee can self enroll himself in to a course

Self Enrollment can be done


using two ways
a) Search by selecting
course and enter the few
letters of the course and
put %, click on go
(OR)
b) Click on the Catalog Tab ,
under which various
catalogs are defined and
appropriate courses can
be selected and Enrolled

1. Click on Chose or Enroll


in Class

171

Self Enrollment

Description : This page is used for giving the justification for joining the course

2. Justification :

Select the Appropriate


justification
3. Click on Review

172

Self Enrollment

Description : This page is used for reviewing the course details and submitting it for further approval

Comments to Approver :
If any comments needs to
be given to the approver
it can be given in the
Comments to approver
field

4. Click on Submit
Note : It goes to various
levels of approval
The status of the enrollment
can be viewed under
requested Learning and once
Approved it will be under
enrollments

173

Self Enrollment

Description : This page shows the confirmation that enrollment is submitted for the approval

Once Submitted a
confirmation message is
shown

174

Self Enrollment
Explanation Section

Description : This page shows the enrollment details of the employee

Enrollment Tab :

Course Name : It is
the name of the
course

Status :
Completed : The
class been
completed
Not Attempted :
The Online Class is
yet to be played
Pending
Evaluation :
The Class is
completed but the
evaluation is
pending

175

Self Enrollment

Offering Name : It
is the name of
offering

Play : The online


Class can be played
by clicking on Play
Button

Move to History :
The Completed
Learnings can be
moved to history

Evaluate or Sign :
The Evaluation can
be seen under
evaluate or sign
column

Description : This page shows the enrollment details of the employee

176

Creation Of IDP

Description : The Learning Path shows all the learning path related things . The Learning Path can be provided to the
employee through various ways like Appraisals or Manager can create a Learning Path for the employee or employee can
create a self learning path

Creation of Learning Path(IDP) :


1. Click on Create

177

Creation Of IDP

Description : This page is used for giving Learning Path details

2. Name : Give the name


of the Learning Path in
the name Field
3. Completion Target :
Give the completion
target date
4. Click on Next

2
3

178

Creation Of IDP

Description : This page is used adding courses to the Learning Path

5. Click on Add Courses

179

Creation Of IDP

Description : This page is used for searching and selecting the course

6. Give the first few


letters of the course
and put %
7. Click on Go
8. Select the Courses

9. Click on Apply

180

Creation Of IDP

Description : This page shows how to go the next page after selecting the course

10. Click on Next

10

181

Creation Of IDP

Description : This page is used for submitting the Learning Path once all the details are added

Give the Completion


target date if required

11. Click on Submit

The Learning Path will


be created

11

182

Learner Self-Service

Description : This page shows the Learning Path details

Learning Path Tabs :


Learning Path Name :
It shows the name of the learning
Path
a) Learning Path Status :
It shows whether the Learning
path is active or inactive
b) Source : Learner means it is
created by the employee
Performance Management
System means it is created as
part of appraisals
c) Update : The Learning path
created by employee himself
can only be updated
d) Move to History : Once the

Learning path is completed it


can be moved to history

183

Training Request
Description : This page is used for navigating to the various training requests which employee can request
Study Request
1. Click on 97Learner SelfService Responsibility
2. Click on the Menu
Learning
3. Click on Training
Requests
4. Click on Study Request

1
2
3
4

184

Study Request

Description : This page is used for Adding a new Study Request

185

5.

Click on Add

186

Study Request

Description : This page is used for giving the study request details

6. Previous Study Leave :


Click on the search icon
and select either Yes or
No

6
7. Course Name : Enter the
name of the course in the
Course Name Field

7
8
9

8. Program Name : Enter


the Name of Program in
the Program Name field

10
0

9. Course Duration : Enter


the Duration of the
Course
10. Start Date : Enter the
Start date
11. End Date : Enter the end
date
12. Course Objectives : Enter
the objectives of the
Course

187

11
0
12
0

Study Request

Description : This page is used for giving the study request details
1
3

13. Course Benefits : Enter


the benefits of the course
in Course benefits field

1
4
1
5
1
6
1
7
1
8

14. Communication Plan :


Enter the communication
plan in which it is
delivered
15. Return Date : Enter the
Return date after
attending the course

1
9

16. Returning Department :


Enter the department
name
17. Returning Role : Enter the
Returning Role after
attending the course
18. Course Status : Select by
clicking the search icon
wither Planned or
Unplanned
19. Click on Apply

188

Study Request

Description : This page is used for selecting the created Study Request

20. Select the Course


Name
21. Click on Next

2
0

2
1

189

Study Request

Description : This page is used for Reviewing the Study request and submitting it

22. Attachments can also be


added if required by
clicking on Add under
Attachments

2
3

23. Review the request and


click on Submit

2
2

190

Study Request
Explanation Frame

Description : This page shows the confirmation that the request has been submitted successfully and sent for
approval

Confirmation Message
is shown after the
request is submitted
and it goes various
levels of approval

191

Training Request :
Exam Request

Description : This page is used for navigating to the various training requests which employee can request

1. Click on 97Learner SelfService Responsibility


2. Click on the Menu
Learning
3. Click on Training
Requests

1
4.

Click on Exam Request

2
3
4

192

Exam Request

Description : This page is used for Adding a new Exam Request

5. Click on Add

193

Exam Request

Description : This page is used for giving the Exam request details

6. Course Name : Enter


the name of the course
in the Course Name
Field

6
7. Exam Leave Duration :
Enter the duration of
days for exam leave in
the Exam leave
Duration field

7
8
9
10
0

8. Leave Start Date :


Enter the Leave Start
date

11
0

9. Leave End Date : Enter


the Leave End date

12
0

10. Leave Return Date :


Enter the Return date
of the leave
11. Course Status : Select
by clicking the search
icon wither Planned or
Unplanned
12. Click on Apply

194

Exam Request

Description : This page is used for selecting the created Study Request

13. Select the Course


Name with the status
as new
14. Click on Next

1
3
1
4

195

Exam Request

Description : This page is used for Reviewing the Exam request and submitting it

15. Attachments can also be


added if required by
clicking on Add under
Attachments

1
6

16. Review the request and


click on Submit

1
5

196

Exam Request
Explanation Frame

Description : This page is used for Adding Learner Group members

Confirmation Message
is shown after the
request is submitted
and it goes various
levels of approval

197

Training Request :
Job Rotation

Description : This page is used for navigating to the various training requests which employee can request

1. Click on 97Learner SelfService Responsibility


2. Click on the Menu
Learning
3. Click on Training
Requests
4. Click on Job Rotation

1
2
3
4

198

Job Rotation

Description : This page is used for Adding a new job Rotation Request

5. Click on Add

199

Job Rotation

Description : This page is used giving for giving job Rotation Request details

6. Course Name : Enter the


name of the course in the
Course Name Field

7. Hosting Manager : Select


the name of the Hosting
Manager by clicking on
the search icon

7
8

8. Course Duration : Enter


the Duration of the
Course

9
1
0
11

9. Start Date : Enter the


Start date
10. End Date : Enter the end
date
11. Duties During Course :
Enter the duties during
the course

200

Job Rotation

Description : This page is used for giving the Job Rotation request details
1
2
1
3

12. IDP Course Objectives :


Enter the objectives of the
course IDP Course
objective field

1
4

13. Hosting Dept Benefit :


Enter the benefits for the
hosting department
14. Course Status : Select by
clicking the search icon
wither Planned or
Unplanned

1
5

15. Click on Apply

201

Job Rotation

Description : This page is used for selecting the created Job Rotation Request

16. Select the Course


Name
17. Click on Next

1
6

1
7

202

Job Rotation

Description : This page is used for Reviewing the Study request and submitting it

18. Attachments can also be


added if required by
clicking on Add under
Attachments

1
9

19. Review the request and


click on Submit

1
8

203

Job Rotation
Explanation Frame

Description : This page shows the confirmation that the request has been submitted successfully and sent for
approval

Confirmation Message
is shown after the
request is submitted
and it goes various
levels of approval

204

Training Request :
Job Shadowing

Description : This page is used for navigating to the various training requests which employee can request

1. Click on 97Learner SelfService Responsibility


2. Click on the Menu
Learning
3. Click on Training
Requests
4. Click on Job Shadowing

1
2
3

205

Job Shadowing

Description : This page is used for Adding a new Job Shadowing Request

5. Click on Add

206

Job Shadowing

Description : This page is used giving the Job Shadowing request details

6. Course Name : Enter the


name of the course in the
Course Name Field

7. Mentor : Select the name


of the employee who is
going to supervise the
course by clicking on the
search icon

7
8

8. Course Duration : Enter


the Duration of the
Course

9
10
0

9. Start Date : Enter the


Start date
10. End Date : Enter the end
date

207

Job Shadowing

Description : This page is used giving the Job Shadowing Request details
1
1
01
2
0 1
3
0

11. Duties During Course :


Enter the duties during
the course
12. IDP Course Objectives :
Enter the objectives of the
course IDP Course
objective field
13. Course Status : Select by
clicking the search icon
wither Planned or
Unplanned

1
4
0

14. Click on Apply

208

Job Shadowing

Description : This page is used for selecting the created Job Shadowing Request

15. Select the Course


Name
16. Click on Next

1
5

1
6

209

Job Shadowing

Description : This page is used for Reviewing the Job Shadowing request and submitting it

17. Attachments can also be


added if required by
clicking on Add under
Attachments
18. Review the request and
click on Submit

1
8

1
7

210

Job Shadowing
Explanation Frame

Description : This page shows the confirmation that the request has been submitted successfully and sent for
approval

Confirmation Message
is shown after the
request is submitted
and it goes various
levels of approval

211

Training Request :
Special Projects

Description : This page is used for navigating to the various training requests which employee can request

1. Click on 97Learner SelfService Responsibility


2. Click on the Menu
Learning
3. Click on Training
Requests

1
4. Click on Special Projects

2
3

212

Special Projects

Description : This page is used for Adding a request for Special Projects

5. Click on Add

213

Special Projects

Description : This page is used for giving the Special Project request details

6. Course Name : Enter the


name of the course in the
Course Name Field

7. Project Manager : Select


the name of the manager
who is going to supervise
the course by clicking on
the search icon

7
8
9

8. Department Name : The


appropriate department
should be given

1
0
1
1

9. Course Duration : Enter


the Duration of the
Course
10. Start Date : Enter the
Start date
11. End Date : Enter the end
date

214

Special Projects

Description : This page is used for giving the Special Project request details
1
2

12. Duties During Course :


Enter the duties during the
course
13. IDP Course Objectives :
Enter the objectives of the
course IDP Course
objective field
14. IDP Course Objectives
(Line 2) : Enter the
Additional objectives of
the course IDP Course
objectives (Line 2) field

1
3
1
4
1
5

1
6

1
7

15. Host Dept Benefits : Enter


the benefits of the hosting
department in the host
dept benefits field
16. Course Status : Select by
clicking the search icon
wither Planned or
Unplanned
17. Click on Apply

215

Special Projects

Description : This page is used for selecting the created Special projects request

18. Select the Course


Name
19. Click on Next

1
8

1
9

216

Special Projects

Description : This page is used for Reviewing the Special Projects request and submitting it

20. Attachments can also be


added if required by
clicking on Add under
Attachments
21. Review the request and
click on Submit

2
1

2
0

217

Special Projects
Explanation Frame

Description : This page shows the confirmation that the request has been submitted successfully and sent for
approval

Confirmation Message
is shown after the
request is submitted
and it goes various
levels of approval

218

Training Request :
Seminars and Conferences

Description : This page is used for navigating to the various training requests which employee can request

1. Click on 97Learner SelfService Responsibility


2. Click on the Menu
Learning
3. Click on Training
Requests
4. Click on Seminars and
Conferences

1
2
3

219

Seminars and Conferences

Description : This page is used for Adding a Seminars and Conferences request

5. Click on Add

220

Seminars and Conferences

Description : This page is used for giving the Seminars and Conference request details

6. Course Name : Enter


the name of the course
in the Course Name
Field

7. Course Date : Enter the


date of the course

7
8

8. Course Location : Enter


the Location of the
Course

9
10

9. IDP Course Objectives :


Enter the objectives of
the course IDP Course
objective field
10. Course Status : Select
by clicking the search
icon wither Planned or
Unplanned

11

11. Click on Apply

221

Seminars and Conferences

Description : This page is used for selecting the created Seminars and Conference Request

12. Select the Course


Name
13. Click on Next

1
2
1
3

222

Seminars and Conferences

Description : This page is used for Reviewing the Seminars and Conferences request and submitting it

14. Attachments can also be


added if required by
clicking on Add under
Attachments
15. Review the request and
click on Submit

1
5

223

Seminars and Conferences


Explanation Frame

Description : This page shows the confirmation that the request has been submitted successfully and sent for
approval

Confirmation Message
is shown after the
request is submitted
and it goes various
levels of approval

224

Training Request :
Secondment

Description : This page is used for navigating to the various training requests which employee can request

1. Click on 97Learner SelfService Responsibility


2. Click on the Menu
Learning
3. Click on Training
Requests

4. Click on Secondment

225

Secondment

Description : This page is used for Adding a new Secondment Request

5. Click on Add

226

Secondment

Description : This page is used for giving the Secondment request details

6. Notes : Enter the


reason for Secondment
7. Start Date : Enter the
Start date

6
7

8. End Date : Enter the


end date

9. Course Status : Select


by clicking the search
icon wither Planned or
Unplanned

10. Click on Apply

1
0

227

Secondment

Description : This page is used for selecting the created Secondment Request

11. Select the Course


Name
12. Click on Next

1
1

1
2

228

Secondment

Description : This page is used for Reviewing the Secondment request and submitting it

13. Attachments can also be


added if required by
clicking on Add under
Attachments
14. Review the request and
click on Submit

1
4

1
3

229

Secondment
Explanation Frame

Description : This page shows the confirmation that the request has been submitted successfully and sent for
approval

Confirmation Message
is shown after the
request is submitted
and it goes various
levels of approval

230

Training Request :
External Training

Description : This page is used for navigating to the various training requests which employee can request

1. Click on 97Learner SelfService Responsibility


2. Click on the Menu
Learning
3. Click on Training
Requests
4. Click on Study Request

1
2

231

External Training

Description : This page is used for Adding a new External Training Request

5. Click on Add

232

External Training

Description : This page is used for giving the External Training request details

6. Course Name : Enter the


name of the course in the
Course Name Field

7. Course Duration : Enter


the duration of the
Course

7
8

8. Preferred Course Date :


Enter the Preferred date
of the course

9
1
0
1
1

9. Alternative Course Date :


Enter the Alternative date
for the course
10. IDP Course Objectives :
Enter the objectives of
the course IDP Course
objective field

1
2

11. Course Status : Select by


clicking the search icon
wither Planned or
Unplanned
12. Click on Apply

233

External Training

Description : This page is used for selecting the created External Training Request

13. Select the Course


Name
14. Click on Next

1
3
1
4

234

External Training

Description : This page is used for Reviewing the External Training request and submitting it

15. Attachments can also be


added if required by
clicking on Add under
Attachments
16. Review the request and
click on Submit

1
5

235

External Training
Explanation Frame

Description : This page shows the confirmation that the request has been submitted successfully and sent for
approval

Confirmation Message
is shown after the
request is submitted
and it goes various
levels of approval

236

Training Request :
External Training
Cancellation

Description : This page is used for navigating to the various training requests which employee can request

1. Click on 97Learner SelfService Responsibility


2. Click on the Menu
Learning
3. Click on Training
Requests
4. Click on External Training
Cancellation

1
2
3

237

External Training
Cancellation

Description : This page is used for Adding a new External Training Cancellation Request

5. Click on Add

238

External Training
Cancellation

Description : This page is used giving the External Training Cancellation request details

6. Class Name : Select


the Enrolled Class
Name by clicking on
the search icon

6
7. Cancellation Reason :
Select the Appropriate
cancellation reason by
clicking on the search
icon

7
8
9

8. Notes : If there is any


notes to be given then
it can be given in the
notes field
9. Course Status : Select
by clicking the search
icon wither Planned or
Unplanned

1
0

10. Click on Apply

239

External Training
Cancellation

Description : This page is used for selecting the created External Training Cancellation Request

11. Select the Course Name


12. Click on Next

1
1
1
2

240

External Training Cancellation

Description : This page is used for Reviewing the External Training Cancellation request and submitting it

13. Attachments can also be


added if required by
clicking on Add under
Attachments
14. Review the request and
click on Submit

1
4

1
3

241

External Training Cancellation


Explanation Frame

Description : This page shows the confirmation that the request has been submitted successfully and sent for
approval

Confirmation Message is
shown after the request is
submitted and it goes
various levels of approval

242

Learner Manager
Approving Learner Enrollments and Training Requests
Accessing Learning details for the employees under the hierarchy

243

Learner Manager

Description : Learner Manager is used by the managers to track employee learnings and to suggest various
training plans for the employees

244

The Learner Manager can be


classified in to two

Approving Enrollments
and Training Requests

Accessing Learning
details for the
employees under the
hierarchy

245

Learner Manager

Description : This page is the home page and by getting in to worklist approvals can be made for various requests

Approving Enrollments and


Training Requests :
1. Click any of the
notification from
employee for class
enrollment (or)
Training request under
worklist

246

Learner Manager

Description : This page is used by the manager either to approve or reject the request

2. Click on Approve to go to
the next approver or click
on cancel which will go
back to the employee
Note : Once all the approvers
have approved ,a notification
goes to the employee and
employee gets enrolled in to
the class which will be shown
under enrollments

247

Learner Manager

Description : This page is used to navigate to the employee learning page using Learner manager responsibility

Accessing Learning details for


the employees under the
hierarchy :
1. Click on Responsibility
97Learner Manager
Note : The Ministry code will
be prefixed
2. Click on Menu Learner
Home
3. Click on Sub menu
Learner Home

2
3

248

Learner Manager

Description : This page shows the employee who are under the hierarchy of the manager

All the employees


reporting to the
manager can be seen
under People in
Hierarchy

4. For Ex : Click on Action for


Assignment Number 4731

249

Learner Manager
Explanation Section

Description : This page is the Learning page of the employee and the manager can do the same functions as there in
Learner Self-Service

The Learning Path ,


enrollment, requested
Learning , Learning
History can be seen in
the Learner Home page.
The Functions are the
same as explained in the
Learner Self Service

250

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