Defining Contact Methods, Name Types, and Learner Attributes

To set up contact methods, name types, and learner attributes use the Contact Method Types (LM_CM_PURP_TYPE) component, Name Types (LM_NAME_TYPE) component, and Learner Attributes (LM_ATTRIBS) component.

Page Name

Definition Name

Usage

Contact Method Types Page

LM_CM_PURP_TYPE

Set up contact method types, such as Home, Business, and Mailing.

Name Types Page

LM_NAME_TYPE

Set up name types by defining name type values.

Learner Attributes Page

LM_ATTRIBS

Set up catalog search preferences that you can assign to learners.

Before you add learner and organization data to the system, you define the set of name types, learner attributes, and contact methods that are valid for your organization. Users can select from these values when creating learner and organization profiles.

Contact Method Types

At a minimum, you must set up contact method types for every phone, address, and email type that exists in the external HR system. This ensures the accuracy of EIP updates to Enterprise Learning Management learner information. If you add or change phone, address, or email types in the HR system, you must manually make these additions and changes in Enterprise Learning Management. The system does not automatically import these updates into Enterprise Learning Management.

You associate contact method types with learner, instructor, vendor, and customer phone number and address information on the Address History page.

Name Types

Two name types are delivered as system data: Preferred and Primary. You can create additional name types. When you import person data from HR, only names types that exist in Enterprise Learning Management are loaded.

Learner Attributes

You can use learner attributes to specify how learners prefer to learn, and to set catalog search and viewing preferences. For example, learners can choose their preferred delivery methods for learning, such as web-based or classroom. The system sorts search results according to a learner's set preference.

Administrators can use the Learner Attributes page to select a set of default attributes for all learners. Learners can use the self-service Preferences page to update their own preferences.

Enterprise Learning Management provides definitions for several learner attributes, which you should not delete. You can define additional learner attribute definitions; however, you must build the prompt table and insert values by using PeopleSoft Application Designer.

Use the Contact Method Types page (LM_CM_PURP_TYPE) to set up contact method types, such as Home, Business, and Mailing.

Navigation:

Set Up ELM > Contact Method Types > Contact Method Types

This example illustrates the fields and controls on the Contact Method Types page.

 Contact Method Types page

Set up different types of contact methods. For example: Home, Business, Mailing, Billing, or Other.

Important! At a minimum, you must set up contact method types for every phone, address, and email type that exists in the external HR system.

Field or Control

Description

Display Order

Specify the display order for each method type. This value sets the order in which values appear in the Address Type, Phone Type, and Email Type drop-down menus.

Type

Enter purpose code values that are one to four characters in length to designate contact method types.

Description and Short Description

Enter a description and short description for the contact type. These values appear as prompt and related display values throughout the system.

Use the Name Types page (LM_NAME_TYPE) to set up name types by defining name type values.

Navigation:

Set Up ELM > Users > Name Type > Name Types

This example illustrates the fields and controls on the Name Types page.

 Name Types page

Enterprise Learning Management provides two name type values: Primary and Preferred. You can add values to this table. Name type values are used on the Learner Name page.

Use the Learner Attributes page (LM_ATTRIBS) to set up catalog search preferences that you can assign to learners.

Navigation:

Set Up ELM > Users > Learner Attributes > Learner Attributes

This example illustrates the fields and controls on the Learner Attributes page.

 Learner Attributes page

See Internal Learners - Learner Attributes Page.

Field or Control

Description

Attribute Name

Enterprise Learning Management provides the following learner attribute definitions:

  • Language Code for specifying the learner's language choice for learning.

  • Preferred Delivery Method for specifying which content delivery method the learner prefers.

  • PeopleSoft Calendar Filter for specifying the preferred type of learning displayed on the calendar view of the My Learning page.

  • Program Type for specifying the default value of the Learning Type field for the Advanced Search of the Find Learning page.

  • Program Display Option for specifying whether search results on the Find Learning page appear expanded or collapsed.

  • Rows Displayed for specifying the number of rows of results to display after a catalog search.

  • Search Attribute for specifying whether an Advanced Search or Basic Search link should appear on learners' catalog search pages.

  • Program Display Option for specifying whether to display or hide section requirements on the Program Details page that learners can access when searching the catalog.

  • Training Region for specifying the preferred training region that the system uses to identify classes for the automatic enrollment of planned and waitlisted learning.

Description and Short Description

Enter a description and short description for the learner attribute. The description appears as a prompt value when administrators select learning preferences on the Learner Attributes page.

Attribute Prompt

Select the PeopleSoft table against which you want this learner attribute to prompt on the Learner Attributes page. Learners can select from the delivered values through the self-service Learning Preferences component, so you should not modify or delete these values.

For a new learner attribute, you must build the prompt table and insert values by using PeopleSoft Application Designer. You can define attribute values in user configured prompt tables (for value type DEC, DATE, LONG) or as translate values (for value type CHAR use LM_XLAT_VW view).

Attribute Data Type

Select a learner attribute data type. A data type sets the basic format for the field. Values are:

Char (character), Date (date), Dec (decimal), and Long (long description).

Attribute Use

Describe why or how this learner attribute is used.