Defining Learning Resources

Equipment constitutes all of the individual pieces of equipment available in the system. After you define equipment types, define the individual pieces of equipment that are available as resources and attach them to facilities or rooms.

This list explains the relationship between equipment and facilities and rooms:

• When equipment is attached to a facility, it indicates equipment that is available for scheduling by sessions—that is, by session pattern or directly into sessions.

  Once associated with a facility, equipment is added to a library of available equipment.

• You cannot add equipment to a session pattern or session until you have associated it with a facility.

  You can, however, add to a room any item of equipment not currently assigned to a facility or room.

• When equipment is attached to a room, it simply indicates that the item is permanently assigned or affixed to the room and is not available to be scheduled by anyone else, anywhere else.

• When you define a room within a facility, you can set a cost for the use of the room.

  You should calculate the cost, if any, of any equipment that the room has in its definition and build those costs into the room cost, because room-level equipment costs are not automatically mapped to the class.

  An alternative to building room-level equipment costs into a room cost is to apply the equipment cost manually on the Class Costs page.

  See Understanding Class Costing.

  It is also important to know what equipment comes with a room so that you don't unnecessarily reserve facility-level equipment when the room already has it. The additional item may incur additional costs, whereas the cost of the room's equipment may already be built into the room cost.

  The associated cost of any facility-level equipment booked for a session is automatically mapped to the class.

  The system enables you to view the equipment that comes with the room that you have selected when scheduling a class in a facility.

Several of the resources management pages have fields for attachments. What you attach to a page likely depends on the page where you make the attachments. Here are some examples:

• Facility: driving directions to the facility, bus routes and timetables, site map.

• Equipment: electronic copy of user manual.

• Rooms: fixed feature user instructions (complex lighting, screens, curtains, mechanical platforms).

To add an attachment, click the Add Attachment button. Then either enter the path to and the name of the attachment, or click the Browse button to locate the attachment, and click the Upload button. After you upload the attachment, the system displays the attachment file name in the description field. You can edit this description.

To display room attachments to learners, select the Display check box next to the attachment description.

To delete an attachment, select the check box next to the attachment description and click the Delete Attachment button.

Use the Equipment page (LM_EQP_TBL) to define equipment by equipment types that you have created.

You can supplement the definition with attachments such as manufacturers' user manuals. You can then assign the equipment to session templates, session patterns, facilities, and rooms within facilities.

Navigation:

Enterprise Learning > Learning Resources > Equipment > Equipment

This example illustrates the fields and controls on the Equipment page.

Use the Equipment Copy page (LM_EQP_COPY) to copy equipment by creating multiple new records of an equipment item that you have defined.

You have some control over what attributes are copied.

Navigation:

Click the Copy Equipment button on the Equipment page.

This example illustrates the fields and controls on the Equipment Copy page.

If you have a number of items of a particular type, you can set up one item and then copy that item, specifying the number of copies. When the system has generated the copies, you can edit the attributes, such as serial number.

Select the equipment attributes that you want copied and specify the number of copies that you want. Descriptions and learning environments are always copied, so these options are preselected and cannot be cleared.

When you click the Copy button, the system produces new records, each with a new ID. To view the copies immediately—so that you can apply unique attributes such as serial number and asset tag—select the Review Copy Results check box. The system presents you with a grid containing all the copies it has made. In the grid, you can modify the attributes to make each item unique.

Use the Material page (LM_MTRL_TBL) to define materials by material types that you have created.

You can then assign these materials to classes.

Navigation:

Enterprise Learning > Learning Resources > Material > Material

This example illustrates the fields and controls on the Material page.

Use the Facility page (LM_FCLTY_TBL) to define a facility by associating a holiday schedule with it and setting up contact details.

Navigation:

Enterprise Learning > Learning Resources > Facilities > Facility

This example illustrates the fields and controls on the Facility page.

When you schedule sessions for a class, you specify the facility in which the class's sessions take place.

Defining a facility has three parts. You need to define:

• Basic facility-wide data, such as address, facility maps, contacts, and attachments.

• The facility's rooms, specifying their location by building and floor and the equipment that comes with each room.

• The facility's equipment inventory from which items can be allocated for a scheduled class.

Use the Equipment and Attachments page (LM_FCLTY_EQP) to assign facility-wide equipment—that is, equipment not confined to a particular room in the facility—by associating items of equipment with the facility.

Also add related attachments.

Navigation:

Enterprise Learning > Learning Resources > Facilities > Equipment and Attachments

This example illustrates the fields and controls on the Equipment and Attachments page.

Only equipment that you assign to a facility here is available for attachment to a session pattern, session template, or session.

Use the Rooms page (LM_FCLTY_ROOM) to define rooms for a facility.

Navigation:

Enterprise Learning > Learning Resources > Facilities > Rooms

This example illustrates the fields and controls on the Rooms page.

To edit the details of a room, click the Room Number link to access the Room Details page.

To add a room, click the Add Room button to access the Room Details page.

Use the Room Detail page (LM_ROOM_TBL) to create, view, enter and edit details of the rooms that you want to define for a facility.

Navigation:

• Click the room number link on the Rooms page for a room already attached to a facility.

• Click the Add Room button on the Rooms page when defining or attaching more rooms.

This example illustrates the fields and controls on the Room Detail page.

Enter details of the room, such as type, number, and name, and identify the building the room is in and the floor it is on. Enter the maximum occupancy allowed. Also, enter the cost of using the room per cost type unit. Note that this is the room cost only; if costs are associated with the equipment that comes with the room, you can build that cost into the room cost. Alternatively, you can add the equipment cost manually on the Class Costs page.

See Understanding Class Costing.

Use the Training Region page (LM_TRNG_REGION) to define training regions.

Navigation:

Enterprise Learning > Learning Resources > Equipment > Training Region

This example illustrates the fields and controls on the Training Region page. You can find definitions for the fields and controls later on this page.

Learners can specify a preferred training region as part of their learner preferences on the Personal Information Home page. You can also select a training region as an attribute for internal learners on the Internal Learners - Learner Attributes Page.

The system uses training regions to identify classes for the automatic enrollment of planned and waitlisted learning. When a class becomes available and is waitlisted or planned for a learner for which a preferred training region has been defined, the system compares the facility and the facility’s state associated with the class to the facilities and states defined for the preferred training region. If the facility associated with the class or the facility’s state match a facility or state associated with the preferred training region, the system automatically enrolls the learner into the class.