Defining Defaults

This chapter discusses how to:

• Define default processing rules and options.

• Optimize manager view performance.

• Modify passing, grading, and attendance schemes.

• Define the commit frequency.

• Define reasons for certification status changes.

• Enable workflow for notifications.

• Modify text on the self-service pages.

• Define search filters.

• Enable instant messaging.

See Also

Understanding the Catalog Structure

Defining Default Processing Rules and Options

To define default system settings and options, use the Install Defaults (LM_IN_DFLT_CMP) component and the Payment Methods (LM_SYS_PYT_MTHD_DF) component.

This section provides an overview of default values and discusses how to:

• Set up general installation defaults.

• Set up installation defaults for enrollment.

• Define installation defaults for attendance.

• Define installation defaults for programs.

• Set counter records.

• Select default payment methods for organizations.

Understanding Default Values

Defining default values provides a convenient way to assign consistent business rules to learning activities. Most entries that you make in the Install Defaults component become the default values for selected fields that are within the learning environment, catalog item, delivery method, learning activity, and program components. Default values for certain fields have a cascading effect. For example, the language that is selected on the Install Defaults page becomes the default language for the learning environment, which becomes the default language for the delivery method. In most cases, you can override the default value at another level. For example, you can override the default language at the learning environment level, the delivery method level, or both.

The following table shows where various install default values are used throughout the system:

* Session components only.

Pages Used to Define Default Processing Rules and Options

Setting Up General Installation Defaults

Access the Install Defaults - General page.

Manager Access Type	Select the management reporting structure that you want Enterprise Learning Management to recognize. The choice should be consistent with the management structure that the human resources system uses. The option that you select determines which internal learners a manager sees when accessing the manager self-service pages. It also determines who must approve enrollment when an activity requires manager approval, and which manager receives enrollment notifications. After you make a selection, you must also run the Load Manager Data (LM_MGRVWAE) process, through the Load Manager Data component, to update the manager view definition with the appropriate script based on the manager access type that you select here. Options are: Dept/Mgr (department manager): When you select this option, learners are listed on their department manager's self-service pages. The system identifies the learner's department manager by checking the LM_PERSON_JOB table for the learner's department and then checking the PS_LM_ORGANIZATION table for the manager ID. Reports To: When you select this option, learners are listed on the self-service pages of the person that they report to, as identified in the Reports To field on the PS_LM_PERSON_JOB table. Sup/Rpts To (supervisor/reports to): When you select this option, learners are listed on their supervisor's self-service pages if a supervisor is identified in the Supervisor field on the PS_LM_PERSON_JOB table. If no supervisor is named, learners are listed on the pages of the person that they report to, as identified in the Reports To field on the PS_LM_PERSON_JOB table. Supervisor: When you select this option, learners are listed on their supervisor's self-service pages. The system identifies the supervisor by checking the learner's PS_LM_PERSON_JOB table. You can import the Reports To and Supervisor ID fields from PeopleSoft Human Resources Management (PeopleSoft HRMS) by using Enterprise Integration Points (EIPs). If you use a third-party human resources system, and want to use an option other than Dept/Mgr, map the Reports To and Supervisor ID fields in the PS_LM_PERSON_JOB table to corresponding fields in the human resources system before importing your data. See Understanding Person and Organization Data.
Combination Edit	Combination editing enables the system to validate Chartfield values that are dependent on each other. This field integrates with PeopleSoft Financials applications. Select Synch Edit to activate synchronization of the Enterprise Learning Management combination editing tables with PeopleSoft Financials combination editing tables. The system validates sets of Chartfield values against the Chartfield combination editing rules that are defined in PeopleSoft Financials whenever you save an Enterprise Learning Management page that has ChartFields. Select None if you do not want to synchronize the combination editing table. For example, perhaps you have a third-party financial system. See Setting Up Financial Integration.
Language Code	Select the default language for learning activities. The system uses this value as the default value for learning environments and delivery methods of an activity.
Currency Code	Enter the default currency code that applies to the fees and costs that are associated with learning activities and programs. An administrator can override this value at the learning environment, delivery method, activity, and program levels. PeopleSoft provides an Enterprise Integration Point (EIP) that you can use to synchronize currency codes with the system of record (for example, PeopleSoft HRMS). See Understanding Person and Organization EIPs.
Estimated Cost	This field pertains to training plan budget reports. Enter the estimated cost, per learner, of delivering an activity. When you generate a training plan that includes activities for which no estimated hourly amount is defined, the system can use this value to determine the forecasted cost for the activity. You can override this value at the learning environment, catalog item, and delivery method levels.
Hourly Cost	This field pertains to training plan budget reports. Enter the estimated hourly cost, per learner, of delivering an activity. When you generate a training plan, the system can use this value to determine the forecasted cost for an activity based on the hours defined for each of the activity’s components on the Recommended Duration page. You can override this value at the learning environment and delivery method levels.
Country	Select the default country code that is to be used for addresses. PeopleSoft provides an Enterprise Integration Point (EIP) that you can use to synchronize country codes with the system of record (for example, PeopleSoft HRMS). See Understanding Person and Organization EIPs.
Currency Rate Type	Select the market rate type to identify the exchange rate table to use for currency conversions. You can purchase currency conversion tables from third-party vendors. The system displays OFFIC as the default value. To illustrate the use of this field, suppose that you define an activity with currency code of USD and assign the activity an instructor who has a currency code of CAD. The system uses the table that you specify here to look up the exchange rate to apply to the instructor's fee.
New User Learning Environment	The system assigns this value by default as the learning environment for all new departments that you import through the DEPT_SYNC or DEPT_FULLSYNC Enterprise Integration Points (EIPs). You can change the learning environment for departments on the Department Profile page. Note. To complete this field, you must first define learning environments. When completing the Install Defaults page for the first time, you can leave this field empty and return to this page in Update mode after you create learning environments. See Defining Learning Environments.
Contact Us Email Address	To enable Enterprise Learning Management users to send email inquiries about various aspects of the learning system to a central email address, enter the address here. Entering the address here causes the system to display the Contact Us link at the bottom of some self-service pages, including the enrollment pages and learning plan pages.
Objectives Group Assignment Maximum	Enter the maximum number of learners to which an administrator can assign the same learning objective through group objective assignment. During group objective assignment, if the group of learners exceeds the number that is set here, the system warns the administrator that the group exceeds the limit. The administrator then has the option to continue with the assignment for learners up to the maximum, switch to mass objective assignment, or refine the group criteria to achieve a group that is within the limits.
Course Code Option	Specify whether the same course code can be assigned to more than one catalog item. Options are: Allowed: Item codes do not need to be unique. Restricted: Prevents administrators from assigning the same code to more than one catalog item in the catalog. Restricted by LE (restricted by learning environment): Prevents administrators from assigning the same code to more than one catalog item within the same learning environment.
Activity Code Option	Specify whether the same activity code can be assigned to more than one activity. Options are: Allowed: Activity codes do not need to be unique. Restricted: Prevents administrators from assigning the same code to more than one activity in the catalog. Restricted by LE (restricted by learning environment): Prevents administrators from assigning the same code to more than one activity within the same learning environment.
Program Code Option	Specify whether the same program code can be assigned to more than one program. Options are: Allowed: Program codes do not need to be unique. Restricted: Prevents administrators from assigning the same code to more than one program in the catalog. Restricted by LE (restricted by learning environment): Prevents administrators from assigning the same code to more than one program within the same learning environment.
POI Default Department ID (person of interest default department ID)	Select the department to associate with internal learners who do not have a department ID in your Human Resources application. (Typically, these are persons of interest without jobs.) The learning environment for these learners will be derived from the department specified here, instead of from the New User Learning Environment field. An internal learner's department controls chargeback information for enrollment fees. It may also determine who approves a learner's enrollment and registration requests. If a department is later assigned to the learner in the Human Resources application, the department is uploaded into the learner's profile in Enterprise Learning Management. The learning environment is not automatically updated; you can change it on the learner's Job Data page, if necessary. If this field is cleared, and you try to import a learner without a department, the import validation process will generate an error, preventing creation of the learner profile. Note. To complete this field, you must first import departments from the Human Resources application. When completing the Install Defaults page for the first time, you can leave this field empty and return to this page in Update mode after you import departments.
Drop Down Value Count	Enter the maximum number of values to display in drop-down value lists that are used throughout the system. Sort order is determined by ID.
Default Import Delivery Method	Select a default delivery method for activities created using activity templates. See Setting Up and Using Activity Templates.
Default Import Keyword Type	Select a default keyword type for learning activities created using activity templates. Keywords are an optional feature used to help learners and administrators find specific learning options in the learning catalog. See Setting Up and Using Activity Templates.
Enterprise Learning Management	This check box controls the recognition of the installed Enterprise Learning Management product. Do not edit this check box. The installation process selects this check box automatically when you install the product. Be sure the setting for this check box is accurate before using your Enterprise Learning Management system. Warning! Once the install process selects this check box, the check box must remain selected. Do not clear this check box or else you can lose functionality.
Catalog Management	Catalog Management relates to PeopleSoft Enterprise Components and is reserved for future use. This check box should be selected.
Display Objectives on the Self Service Home Page	Select to have objectives with a status of needed or in progress appear in a separate grid on the My Learning page. The My Learning Objectives grid can display up to five objectives, and lists each objective's name, proficiency, status, target completion date, who assigned the objective, and the associated activity or program. An administrator can override this value at the learning environment level.
Display Certification Status on the Self Service Home Page	Select to have certification programs with a status of complete, expired, or warning display in a separate grid labeled My Certification Status on the self-service My Learning page. The system will display the program name, status, date, and a Recertify button. An administrator can override this value at the learning environment level.

Setting Up Installation Defaults for Enrollment

Access the Install Defaults - Enrollment page.

Time Zone	This field applies to scheduled learning activities only. Select the default time zone for activity scheduling. This is especially important for live webcast learning activities that learners from multiple time zones might attend. You can override this value at the learning environment level and, for sessions, at the activity level.
Session Start Time and Session End Time	These fields apply to scheduled learning activities only. Enter the default start time and end time of learning activities. You can override this value at the learning environment level and, for sessions, at the activity level.
Learning Period	Enter the number of days after the enrollment date that learners have to complete an activity. You can override this value at the learning environment, delivery method, and activity levels.
Warning Period	Enter the number of days before the end of the learning period that you want the system to send an email notification to the learner expressing that the learning period is about to expire. You can override this value at the learning environment, delivery method, and activity levels.
Group Enroll Maximum	Enter the maximum number of learners that an administrator can enroll in an activity or register in a program through group enrollment and registration. During group enrollment and registration, if the group of learners exceeds the number that is set here, the system warns the administrator that the group exceeds the limit. The administrator then has the option to continue with the enrollment or registration for learners up to the maximum, switch to mass enrollment, or refine the group criteria to achieve a group that is within the limits.
Enforce Prerequisites	Select if you want the enrollment process to obey activity prerequisites. Clear this check box to waive the prerequisites for all learners. Even if this check box is selected, the learning administrator can still waive prerequisites for individual learners. You can override this value at the learning environment and activity levels.
Overbook	Enter the percentage above the maximum enrollment value for which you allow enrollment. The overbook value, multiplied by the maximum enrollment number, is the total number of enrollments that the system accepts before the waitlist status is assigned to a learner who tries to enroll in an activity. You can override this value at the learning environment and activity levels.
Enable Waitlist	Select if you want the system to accept waitlisted learners for an activity when the maximum enrollment number is reached. If overbooking is permitted, the system does not waitlist learners until the overbook percentage is reached. You can override this value at the learning environment, delivery method, and activity levels. To use the waitlist feature, you must also select the Enforce Enrollment Limit option for the activity. Selecting the Enable Waitlist option alone does not cause waitlist creation.
Min Enroll Days (minimum enrollment days)	Enter the number of days before an activity start date that you want the minimum enrollment notification sent to the enrollment administrator and activity owner to alert them that the minimum enrollment is not reached. the Min Enrollment Notification Application Engine process (LM_ACT_MINEN) performs this notification. This notification gives the activity administrator and owner the opportunity to cancel a specific activity because of low enrollment. You can override this value at the learning environment and activity levels. See Sending Activity Notifications.
Launchable from History	Select if you want the links associated with web-based, test, or survey learning components to be launchable from the learner's All Learning page after the activity achieves a completion status of Completed or Not Completed. You can override this value at the learning environment, delivery method, and activity levels. Note. You must select this check box if you select Allow Completion from History.
Allow Completion from History	Select if you want learners to be able to complete learning activities that have web-based, test, or survey learning components after the activity achieves a completion status of Completed or Not Completed. For example, if a learner does not pass or complete an activity the first time through he or she can return later to try to complete it from the All Learning page. If the Launchable from History check box is selected and this check box is cleared, then learners can launch the content but their progress will not be updated and no changes will be made to the learning activity's completion or passing status. You can override this value at the learning environment, delivery method, and activity levels. Note. If you select this check box, be sure to also select the Launchable from History check box.
Last Enroll (last enrollment)	Enter the number of days Before or After an activity start date to represent the last day that enrollment is permitted. You can override this value at the learning environment and activity levels.
Last Enroll Date = Start Date	Select if you want the last day that learners can enroll in an activity to equal the activity start date. You can override this value at the learning environment and activity levels.
Last Drop	Enter the number of days Before the Start Date or After the Enrollment Date that a learner can drop an activity without paying the drop fee. Alternatively, you can select the Last Drop Date = Start Date check box. You can override this value at the learning environment and activity levels.
Last Drop Date = Start Date	Select if you want the last day that learners can drop an activity without having to pay a drop fee to equal the activity start date. You can override this value at the learning environment and activity levels.
Waitlist Threshold	Enter the number of waitlisted learners that will trigger a notification to the administrator. You can override this value at the learning environment, delivery method, and activity levels.
Enable Learning Request	Indicate whether requests for new learning can be made. You can override this value at the learning environment and catalog item levels.
Learning Request Threshold	Enter the number of learning requests for a particular catalog item that will trigger a notification to the administrator. You can override this value at the learning environment and catalog item levels.
Allow Concurrent Enrollment	If selected and the enforce prerequisites feature is activated for an activity, learners who do not meet an activity's required prerequisites at the time of enrollment, can proceed with the enrollment process, provided they are currently enrolled in the prerequisites. You can override this value at the learning environment level.
Default Requestor	Select this field to prevent the Select Requester page from displaying when an administrator uses the group or mass enrollment feature. The system assumes that the adminstrator is the requester. You can override this value at the learning environment level.

Enable Approvals

Select to enable approvals for Activity Enrollments or Supplemental Learning.

Note. Selecting these does not indicate that approvals are required for enrollments or supplemental learning. It only indicates that the approval functionality is available.

See Also

Setting Up the Approval Framework

Defining Install Defaults for Attendance

Access the Install Defaults - Attendance page.

For each type of learning component, select the attendance status values that you want the Auto Mark Activity Completion process to assign to a learner's attendance record when the process determines that the learner has attended, not attended, or initiated attendance in the learning component. The attendance values that you select are based on the values that you define on the Attendance Schemes page. For an attendance scheme, you can create multiple labels for each of these three core attendance statuses—attended, did not attend, and unknown—and you can give each one a label that specifically meets the needs of your organization's learning environment for a given learning component. When you run the Auto Mark Activity Completion process, the engine uses the values that you set on the Install Defaults - Attendance page to mark attendance for learners.

For all learning component types but session, the Auto Mark Activity Completion process can track initial attendance. Therefore, you can define the initial attendance status for these component types on this page. For sessions, however, instructors track attendance and enter the data into the system. To save instructors time, the Auto Mark Activity Completion process automatically marks all learners as attended for sessions. Instructors can then mark learners as not attended.

See Also

Marking Attendance and Passing Statuses Automatically

Modifying Passing, Grading, and Attendance Schemes

Understanding the Completion Engine

Defining Installation Defaults for Programs

Access the Install Defaults - Programs page.

Program Defaults

Display Reason Codes

You can enable administrators to select a reason code when they make certain updates to a learner's certification status through the program roster. Use the Reason Codes page to create reason codes and the Reason Code Mapping page to associate reason codes with the certification statuses that you select here.

See Defining Reasons for Certification Status Updates.

Enable Approvals

Selecting the Program Registration check box causes an Approval Type field and a Special Approver field to display on the Maintain Programs - Details page. An administrator can use these fields to define the approval requirements for program registrations.

See Also

Setting Up the Approval Framework

Setting Counter Records

Access the Install Defaults - Counter Records page.

Enterprise Learning Management automatically assigns an ID number or counter to many records as they are created. Initially, counters are set to 0 or 1000, depending on the type of record. When a new record is created, the system increments the counter by one. For example, if the Learner ID is set to 1000, when you add a new learner, the system assigns the learner ID, 1001. The ID numbers that were last assigned are always displayed on the Install Defaults - Counter Records page.

You can adjust the counters if necessary. For example, if during implementation you need to import legacy records that already have IDs, you can set the counter to a number higher than the last legacy ID. This ensures that the system will assign a unique ID to each new record that you add in Enterprise Learning Management.

Note. The system incrementally increases all counters for any internal Enterprise Learning Management processes. It does not increment IDs for data that you load from external sources through external means, such as through Structured Query Language.

Selecting Default Payment Methods for Organizations

Access the Payment Methods page.

Payment methods relate to the payment of enrollment and registration fees. The payment methods that you select on this page appear by default on the Learning Environments - Defaults page in the Learning Environments component, where you can override the default values.

See Also

Managing Payment Methods

Optimizing Manager View Performance

This section provides an overview of manager view and lists the page used to optimize manager view performance.

Understanding Manager View

To optimize performance when managers access pages in the application that retrieve data from the manager view (LM_MGR_VW) object, you must run the Load Manager Data process. This process assigns the appropriate view text to the LM_MGR_VW object definition based on the specific manager access type that you select on the Install Defaults - General page. Each manager access type has different view text. Because the script that is part of the manager view definition is based on only one manager access type rather than all manager access types after you run the process, the system is able to retrieve data from the view faster. Managers are therefore able to access pages that retrieve data from this view faster.

Note. You typically select the manager access type once and only run this process once during implementation.

Page Used to Optimize Manager View Performance

Modifying Passing, Grading, and Attendance Schemes

To setup default values for passing status, grades, and attendance use the Passing Scheme (LM_PASS_SCH), Grading Scheme (LM_GRA_SCHEME), and Attendance Scheme (LM_ATT_SCHEME) components.

This section provides an overview and discusses how to:

• Modify the passing scheme.

• Modify the grading scheme.

• Modify the attendance scheme.

Understanding Passing, Grading, and Attendance Schemes

PeopleSoft delivers a predefined passing scheme, grading scheme, and attendance scheme that lists the values that you can use to grade learners and mark their attendance. Passing scheme values define the status of grading scheme values. Grading and attendance scheme values are the values that appear on the learners' self-service pages.

Each grade, pass, and attendance value is associated with a status which can affect a learner's enrollment status. For example, when a learner who is enrolled in a scheduled activity attends and passes the activity, the enrollment status changes to completed. This change in the enrollment status causes the learner's objectives to be updated.

You can modify the delivered grading and attendance values. For example, say that you want to track learners who arrive late. The delivered attendance scheme does not include this label; it includes labels for Attended, Not Attended, and Unknown only. You add a new label called very late and give it the status of Attended. You might also decide to change the label for Attended to present. Each status must be represented at least once in the scheme. For passing schemes you can modify the delivered labels, but you cannot add new values because the delivered values are built into the processing of grades.

See Also

Managing Attendance and Grading

Administering Enrollment-Related Tasks

Pages Used to Modify Passing, Grading, and Attendance Schemes

Modifying the Passing Scheme

Access the Passing Schemes page.

The passing statuses are built into the Auto Mark Activity Completion process and are therefore set values that you cannot modify. Use the Passing column to change the labels for the corresponding passing statuses. Assign passing statuses to grading scheme values on the Grading Schemes page.

Modifying the Grading Scheme

Access the Grading Schemes page.

Grading Label	Enter the grade that the learner sees, such as A, B, C and D. You can link A, B, and C grades to Pass status and D grade to Fail status.
Status	Select the status that equates to the grading level. You can assign the same status to more than one grading label. Each status must appear in the table at least once. You define labels for passing statuses on the Passing Schemes page.

Modifying the Attendance Scheme

Access the Attendance Schemes page.

This page is similar to the Grading Schemes page. You enter a label, such as very late or left early, and select a status. Values are: Attended, Not Attended, or Unknown.

Defining Reasons for Certification Status Updates

To define reason codes and map them to program statuses, use the Reason Codes (LM_RSNCD_TBL) component and the Reason Code Mapping (LM_CERT_STTS_RSN) component.

This section provides an overview of certification status updates and discusses how to:

• Define reason codes for status changes.

• Map reason codes to certification statuses.

Understanding Certification Status Updates

The system uses statuses such as registered, in-progress, and dropped, to track a learner's progress through a certification program. While the system automatically updates the learner's status as various events occur, administrators can also update the status manually through the roster pages.

To enable administrators to provide a reason for making certain status changes, such as setting a learner's certification status to revoked or reissued:

1. Define codes that represent the reasons for updating a learner's certification status.

   Define reason codes on the Reason Codes page.

2. Associate the appropriate reason codes with each certification status.

   Map reason codes to statuses on the Reason Code Mapping page.

3. Identify the status for which administrators can select a reason.

   Select the default statuses on the Install Defaults - Programs page. You can override these values for a given learning environment.

See Also

Defining Installation Defaults for Programs

Pages Used to Define and Map Reason Codes

Defining Reason Codes

Access the Reason Codes page.

The reason codes (rather than the descriptions) appear in the drop-down list that administrators use when updating a learner's certification status.

Mapping Reason Codes to Program Statuses

Access the Reason Code Mapping page.

Select the reason codes to associate with a given program status. By default, the status of each reason code is set to Active. A reason code cannot be deleted after it has been used; however, you can set its status to Inactive so that it cannot be selected in the future.

Defining the Batch Processing Commit Frequency

To set the commit frequency for batch processes, use the Define Commit Frequency (LM_CMIT_FREQ) component.

This section discusses how to define the commit frequency for batch processes run in Enterprise Learning Management.

Page Used to Define the Batch Processing Commit Frequency

Defining the Commit Frequency

Access the Batch Processing Commit Frequency page.

Process Name

Enter the process name. The name of the mass enrollment process is LM_MASS_ENRL; the name of the mass objectives assignment process is LM_MASS_OBJV.

Commit Frequency

Enter the number of records (learners) you want the system to process before committing changes to the database. The default is 50. Consult your organization’s database administrator for the appropriate setting for your organization. If the request that you submit contains a lesser number of rows than the commit frequency, the system commits the data just once at the end of the batch run. For example, if you submit a mass enrollment request for 250 learners, the system commits the data every 50 rows. However if you submit a mass enrollment request for 24 learners, the system commits the data just once after processing all rows. Note. This is a system configuration option that needs to be set just once.

See Also

Managing Mass Enrollment

Managing Group and Mass Objective Assignments

Enabling Workflow for Notifications

This section discusses how to enable workflow.

See Also

Sending Enrollment, Registration, and Waitlist Notifications

Sending Program Notifications

Sending Activity Notifications

Workflow Notifications and Attachments

Page Used to Enable Workflow for Notifications

Enabling Workflow

Access the Worklist System Defaults page.

Several enrollment-related events generate automated email notices to learners, provided that you enable workflow email notifications. To enable workflow, enter the system administrator's ID in the User ID field, and then select the Email Active option.

Modifying Text on the Self-Service Pages

Enterprise Learning Management makes use of the text catalog for storing text that appears on self-service pages, including field labels, button and link names, page instructions, and warnings. You can modify text that appears on a page by editing text in the text catalog. Text can be specific to a learning environment.

See Also

Working with the Text Catalog

Defining Search Filters

To define search filters, use the Learning Filters (LM_FILTER) component.

This section provides an overview of search filters and discusses how to define search filters.

Understanding Search Filters

Search filters enable learners and managers to perform focused searches through their own or their direct reports' learning records on the self-service All Learning and Team Learning pages. Administrators can use the same set of filters to view learner records through the View All Learning (LM_ADMIN_LEARNING) component.

To define search filters, specify the attributes of the activities and programs, learning requests, and supplemental learning types that you want the search filter to retrieve. There are five categories of attributes you can use to limit search results:

When building search filters, take note of the following:

• To create a filter to search for activities and programs, combine attributes from the Activity and Program Delivery Method category with attributes from the Enrollment Status and Time Period of Search categories.

  The relationship between the Activity and Program Delivery Method category and the Enrollment Status and Time Period of Search categories is based on an implicit AND operator. For example, assume that you create a search filter to return all activities and programs with an enrollment status of Completed, a delivery method of Instructor Led Classroom, and a time period of January 1 to December 31, 2006. All of these conditions must be true for an activity or program to be included in the search results.

• To create a filter to search for learning requests, combine attributes from the Learning Request Type category with attributes from the Enrollment Status and Time Period of Search categories.

  The relationship between The Learning Request Type category and the Enrollment Status and Time Period of Search categories is based on an implicit ANDoperator. For example, assume that you create a search filter to return all learning requests with an enrollment status of Requested, a learning request type of Classroom, and a time period of January 1 to December 31, 2006. All of these conditions must be true for a learning request to be included in the search results.

• To create a filter to search for supplemental learning, combine attributes from the Supplemental Learning Type category with attributes from the Enrollment Status and Time Period of Search categories.

  The relationship between the Supplemental Learning Type category and the Enrollment Status and Time Period of Search categories is based on an implicit AND operator. For example, assume that you create a search filter to return all supplemental learning with an enrollment status of Planned, a supplemental learning type of External Learning, and a time period of January 1 to December 31, 2006. All of these conditions must be true for a supplemental learning type to be included in the search results.

• You can create learning filters to search for a single type of learning (for example, only activities and programs, or only learning requests), or for different types of learning at the same time (for example, activities and programs in combination with learning requests and supplemental learning).

• Within a single category, the relationship between the selected conditions is based on an implied OR operator. For example, if you create a filter based on the values Pending Approval, Pending Payment, and Waitlisted in the Enrollment Status category, the search will return all learning that satisfies any one of these status conditions.

Page Used to Define Search Filters

Defining Search Filters

Access the Learning Search Filter page.

Select the search conditions that have to be met for the system to display an activity or program, a learning request, or a supplemental learning type in the search results on the All Learning, Team Learning, or Learner View pages.

See Maintaining Learning Records and Objectives through Self-Service Pages.

See Viewing and Managing Learner Transcripts.

Example: Creating a Filter to Search for All Completed Classroom Training in the Current Year

To create a filter to search for all completed classroom activities and programs in the current year:

1. Access the Learning Search Filter page.

2. Select Add a New Value and enter the name of the search filter.

   The Learning Search Filter page appears.

3. In the Enrollment Status group box, add the search conditions Completed and Waived.

4. In the Activity and Program Delivery Methods group box, add Classroom to the list of search conditions.

5. In the Date Range From and To fields, enter 1 January 2006 and 31 December 2006.

6. Click Save and access the All Learning, Team Learning, or Learner View page to use the search parameters you have defined.

See Also

Maintaining Learning Records and Objectives through Self-Service Pages

Enabling Instant Messaging

This section provides an overview of instant messaging, and discusses how to enable instant messaging.

Understanding Instant Messaging

In addition to more standard means of communication, instructors, administrators, and learners can communicate via instant messaging. Enterprise Learning Management supports three instant messaging tools: Lotus Sametime Connect, AOL Instant Messenger, and Yahoo Instant Messenger.

When you use the instant messaging feature, learners can click a chat icon on the self-service Activity Details page to initiate a chat session with an instructor, or click an icon on the self-service Program Details page to send an instant message to the program owner. Chat icons can also appear next to learner names on the User Profile pages that administrators can access through the program and activity rosters.

To activate instant messaging in Enterprise Learning Management:

1. Use the Configuration page available through PeopleSoft PeopleTools to enable instant messaging and select the supported instant messaging tools.

2. In Enterprise Learning Management, have users select their instant messaging settings on the Learning Preferences page.

   Each user should enter a user ID (screen name) and choose the preferred instant messaging tool. Only those tools enabled on the Configuration page are available for selection. Selecting the Enabled check box causes the chat icon to appear next to the user's name on pages that support instant messaging.

Page Used to Enable Instant Messaging

Enabling Instant Messaging

Access the Configuration page.

IM Domain(instant messaging domain)	The instant messaging service. Options are as follows: YAHOO: Yahoo Instant Messenger AOL: AOL Instant Messenger SAMETIME: Lotus Sametime Connect
Server IP Address	Enter the address of the instant messaging server in the format host.domain(:host).
Enable	Select to activate this instant messaging service.

See Also

Enterprise PeopleTools PeopleBook: PeopleSoft MultiChannel Framework, "Configuring Instant Messaging"