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Getting Started With Enterprise Learning Management
Enterprise Learning Management Overview
Enterprise Learning Management Business Processes
Enterprise Learning Management Integrations
Enterprise Learning Management Implementation
Defining Defaults
Defining Default Processing Rules and Options
Optimizing Manager View Performance
Modifying Passing, Grading, and Attendance Schemes
Defining Reasons for Program and Class Status Updates
Defining Auto Drop Status Options
Defining the Batch Processing Commit Frequency
Enabling Workflow for Notifications
Modifying Text on the Self-Service Pages
Defining Search Filters
Enabling Instant Messaging
Defining Contact Preferences
Defining Learning Environments and Learner Groups
Understanding Learning Environments
Understanding Learner Groups
Defining Learning Environments
Setting the Current Learning Environment
Building Learner Groups
Populating Learner Groups Through Batch Processing
Setting Up Financial Integration
Understanding Financial Integration
Understanding Financial EIPs and Application Messages
Setting Up Financial ChartField Data
Setting Up Subledgers
Setting Up Third Party Integration
Understanding Third Party Integration
Viewing Delivered Application Classes
Synchronizing Data Mapping Tables
Viewing Delivered Data Mapping
Managing Person and Organization Data
Understanding Person and Organization Data
Understanding Person and Organization EIPs
Understanding Person and Organization Setup Steps
Common Elements in This Documentation
Defining Contact Methods, Name Types, and Learner Attributes
Processing Staged Data
Defining Department Information
Defining Customers
Setting Up Vendor Data
Defining Vendors
(FRA) Defining Financing Organizations
(FRA) Defining Contract Types
Reviewing and Updating Internal Learner Data
Reviewing and Defining External Learner Data
Updating Personal Profile Information
Defining Instructors
Updating Instructor Preferences
Merging Learners
Deleting Learners
Setting Up and Performing External Learner Self Registration
Managing the ELM Full Sync Integration Guided Process
Understanding the ELM Full Sync Integration Guided Process
Common Elements for the ELM Full Sync Integration Guided Process
Setting Up Integration Broker for HCM
Setting Up Integration Broker for ELM
Activating Full Sync and Sync Integrations
Setting Up Security
Defining the Remote System
Running the ELM Full Sync Integration Guided Process
Activating Incremental Sync Integration
Setting Up Automatic Enrollment Due to HCM Status and Job Changes
Understanding Automatic Enrollment Due to HCM Status and Job Changes
Setting Up Active Analytics Framework for Automatic Enrollment Due to HCM Status and Job Changes
Setting Up the Approval Framework
Understanding the Approval Framework
Setting Up User Lists
Setting Up Approval Process Definitions
Setting Up the Transaction Registry
Configuring Approval Transactions
Setting Up Approver Authorization
Using PeopleSoft Fluid User Interface Self-Service Approval Transactions
Setting Up Objectives
Understanding Objectives
Understanding Objective and Profile EIPs
Understanding Gap Analysis
Importing Objectives from PeopleSoft HCM
Importing Learner Objective Data from Non-PeopleSoft HR Systems
Setting Up Objectives Manually
Defining and Reviewing External Source Codes
Creating and Reviewing Rating Models
Reviewing Imported Job Role Competency Data
Defining and Reviewing Objectives
Building and Updating the Search Index for Objectives
Assigning Objectives to Jobs and Position Numbers
Assigning Objectives to Courses and Programs
Managing Group and Mass Objective Assignments
Defining Setup for Learning Components
Understanding Learning Components
Setting Up Learning Component Types
Defining Compliant Class Content Import Settings
Managing Learning Resources
Understanding Learning Resource Management
Define Resource Types
Defining Learning Resources
Scheduling Learning Resources
Managing Payment Methods
Understanding Payment Method Setup
Setting Up and Managing Training Unit Pools
Setting Up and Managing Purchase Orders
Understanding the Catalog Structure
Learning Catalog
Catalog Hierarchy
Catalog Access
An Example of Learning Environments and Learner Groups
Primary Learning Environments and Categories
Creating the Learning Catalog
Understanding Learning Catalog Setup
Defining Learning Categories
Defining Keywords
Defining Delivery Method Types
Defining the Education Unit Type
Creating Courses
Defining Delivery Methods for Courses
Updating the Catalog Indexes
Managing Classes
Understanding Management of Classes
Defining Class Details
Adding Learning Components to Classes
Defining Learning Component Completion Rules
Adding Attachments and Files to Classes
Assigning Class Costs
Cloning Classes
Sending Class Notifications
Managing Web-Based, Test, Survey, and Podcast Learning Components
Understanding Web-Based, Test, and Survey Learning Components
Creating Web-Based Learning Components
Creating Test Learning Components
Creating Survey Learning Components
Creating Podcast Learning Components
Managing Compliant Content
Managing Learning Tools Interoperability Integration
Managing Session, Webcast, and Assignment Learning Components
Understanding Sessions, Webcasts, and Assignments
Creating Session Learning Components
Creating Webcast Learning Components
Publishing Webcast Enrollment and Session Information to Vendors
Creating Assignment Learning Components
Setting Up and Using Class Templates
Understanding Class Templates
Prerequisites for Class Templates
Defining Class Templates
Creating a Quick Class Using a Template
Creating Multiple Classes Using a Template (Catalog Import Process)
Managing Mandatory Learning
Understanding Mandatory Learning
Managing Mandatory Learning Enrollments
Managing Supplemental Learning
Understanding Supplemental Learning
Setting Up Supplemental Learning Types
Adding and Editing Supplemental Learning
Managing Training Plans
Understanding Training Plans
(FRA) Prerequisites for Training Plans
Setting Up Training Plans
Generating Training Plan Reports
Modeling Training Plan Budgets
Managing Programs
Understanding Programs
Defining Programs
Updating Certification Registration Statuses
Sending Program Notifications
Setting the Top of Stack Indicator for Program Registrations
Searching in ELM
Understanding PeopleSoft Search Framework Implementation for ELM
Understanding PeopleSoft Search Definitions for ELM
Understanding PeopleSoft Insights Using PeopleSoft Search Framework
Understanding Real Time Indexing in ELM
Using Global Search Definitions for ELM
Understanding Delivered Visualizations in ELM
Configuring PeopleSoft HCM and ELM for Learning Search
Understanding the Learning Catalog
Using the Learning Catalog
Managing Learning Requests
Understanding Learning Requests
Setting Up Learning Requests
Submitting Learning Requests
Managing Learning Requests
Generating Notifications for Learning Requests
Enrolling and Registering in Classes and Programs
Understanding Enrollment and Registration
Managing Group Enrollment
Managing Mass Enrollment
Administering Enrollment-Related Tasks
Administering Registration-Related Tasks
Viewing and Managing Learner Transcripts
Approving Enrollment and Registration Requests
Sending Enrollment, Registration, and Waitlist Notifications
Using HTML Email Approvals with ELM Transactions
Tracking Enrollment and Registration Fees
Understanding the Data Export Process
Posting Transactions to the Subledger
Reviewing Subledgers
Sending Chargeback Data to the General Ledger
Managing Learning Plans
Understanding Learning Plans
Managing Personal Learning Plans
Managing Team Learning Plans
Administrating Learning Plans
Converting Planned Classes into Planned Courses
Managing Notifications
Understanding Notifications
Maintaining Notification Templates
Configuring Notification Events
Creating and Sending Ad Hoc Notifications and Announcements
Understanding the Completion Engine
Understanding the Learning Component Completion Engine
Understanding the Class Completion Engine
Managing Attendance and Grading
Understanding Attendance and Grading
Managing Attendance and Grading for Classes
Setting Up Custom Attendance and Grade Scheme Values in Related Actions
Accessing Instructor Schedules
Marking Attendance and Passing Statuses Automatically
(FRA) Managing French Regulatory Requirements
Understanding Regulatory Requirements for France
Understanding Integration with Enterprise Applications
(FRA) Prerequisites for French Features
Managing Learning Costs and 2483 Reporting
Managing Learning Hours and DIF
Managing DIF Requests
Managing Educational Assessment Reporting
Using the Learning Home
Defining the Learning Home Content and Layout
Using the Learning Home Pagelets
Maintaining Learning Records and Objectives through Self-Service Pages
Understanding Learning Record and Objectives Management
Maintaining Learning Records and Objectives Using Employee Self Service
Maintaining Learning Records and Objectives Using Manager Self Service
Using the PeopleSoft Fluid User Interface for Learning Self-Service
Understanding Delivered Fluid Pages
Understanding PeopleSoft Fluid User Interface Home Pages
Understanding Drop Zones
Using the PeopleSoft Fluid User Interface for Employee Learning Self-Service
Working with the Learning Dashboard
Working with Announcements Using the PeopleSoft Fluid User Interface
Using the PeopleSoft Fluid Interface To Add Supplemental Learning
Finding Learning Using the PeopleSoft Fluid User Interface
Managing Learning Using the PeopleSoft Fluid User Interface
Using the PeopleSoft Fluid Interface To Manage Plans
Using the PeopleSoft Fluid Interface To Manage Objectives
Using the PeopleSoft Fluid User Interface for Manager Self-Service
Approving Learning Transactions Using Fluid Approvals
Viewing ELM Insights
Using the PeopleSoft Fluid Interface For Team Learning
Using the PeopleSoft Fluid Interface To Manage Team Objectives
Using the PeopleSoft Fluid Interface To Manage Team Plans
Using the PeopleSoft Fluid User Interface for Instructor Self-Service
Managing Classes as a Learning Instructor Using the PeopleSoft Fluid User Interface
Accessing Instructor Schedules Using the PeopleSoft Fluid User Interface
Using the PeopleSoft Fluid User Interface for Talent Administrator Self-Service
Managing Ratings and Reviews
Analyzing Ratings
Managing Reviews
Working with the Text Catalog
Understanding the Text Catalog
Setting Up the Text Catalog
Reviewing Delivered Learner Group Queries
Learner Organization Queries
Learner Job Code Queries
Learner Course Queries
Learner Missing Training Queries
Learner Program Queries
Workflow Notifications and Attachments
Class Workflow Notifications
Learning Objectives Workflow Notifications
Curricula and Certification Workflow Notifications
Certification Reminder and Warning Workflow Notifications
Enrollment Workflow Notifications
Mass Enrollment Workflow Notifications
Learning Request Notifications
DIF Request Notifications
Attachment Location Uniform Resource Locators (URLs)
Understanding Enterprise Learning Management Security
Understanding Roles and Permission Lists
Renaming Roles and Permission Lists Using Security Codes
Third Party Images Provided with Sample Data
Using Third Party Images Provided with Sample Data
Helpful Hints
Sending Data from AICC-Compliant Content
Troubleshooting Tracking Data Issues
Enterprise Learning Management Reports
PeopleSoft Enterprise Learning Management Reports: A to Z
Report Samples