Managing Learning Requests

Page Name

Definition Name

Usage

Maintain Learning Requests - Current Learning Requests Page

LM_ADM_LRQ_SRCH

Manage current learning requests.

Maintain Learning Requests - Learning Request History Page

LM_ADM_LRQ_SRCH

Reviewing learning request history.

Maintain Learning Requests: General Page

LM_ADM_METHOD_DTLS

View the title, requester name, requested delivery method, and total learners for a request. Also, assign a class to a request and view the assigned class, begin the enrollment process, delete requests, and send notifications.

Maintain Learning Requests: Scheduled Page

LM_ADM_METHOD_DTLS

View the requested start dates, instructor name, special requests for a request. Also, assign a class to a request, begin the enrollment process, delete requests, and send notifications.

Maintain Learning Requests (assign class) Page

LM_ADM_ASGN_ACT_PG

Associate a class with a learning request.

Maintain Learning Requests: General Attributes Page

LM_ADM_LRQ_DTLS

Update general attributes for a learning request.

Maintain Learning Requests: Training Plan Attributes Page

LM_ADM_LRQ_DTLS

The fields on this page are similar to the fields on the Submit Learning Requests - Details: Training Plan Attributes page.

Maintain Learning Requests: Learners Page

LM_ADM_LRQ_DTLS

The fields on this page are similar to the fields on the Submit Learning Requests - Details (seats) page. (FRA) When French features are enabled for the user's learning environment, a learning classification can be associated with the request.

Use the Maintain Learning Requests - Current Learning Requests page (LM_ADM_LRQ_SRCH) to manage current learning requests.

Navigation:

Enterprise Learning > Learner Tasks > Maintain Learning Requests > Maintain Learning Requests

This example illustrates the fields and controls on the Maintain Learning Requests - Current Learning Requests page.

 Maintain Learning Requests - Current Learning Requests page

Administrators can use this page to manage current learning requests that have not yet been fulfilled or removed.

Search Criteria

Field or Control

Description

Request Status

Enter the status of the requests you want to search for. Values are: Offered and Requested.

Request Type

Enter the type of requests you want to search for. Values are: Course and Category.

Course

Enter a value here to search for learning requests associated with a specific course.

Category

Enter a value here to search for learning requests associated with a specific category.

Created From and Created To

Enter values in these fields to search for learning requests that were created within a specific date range.

Learning Requests

When you click Search, this group box displays all of the current learning requests that meet the criteria you specified.

Field or Control

Description

Course/Category and View Details

Click a link in these columns to access the Maintain Learning Requests: General page for a learning request.

Use the Maintain Learning Requests - Learning Request History page (LM_ADM_LRQ_SRCH) to reviewing learning request history.

Navigation:

Click the Learning Request History link on the Maintain Learning Requests - Current Learning Requests page.

This example illustrates the fields and controls on the Maintain Learning Requests - Learning Request History page.

 Maintain Learning Requests - Learning Request History page

Administrators can use this page to review learning request history, such as when a request was submitted and by whom.

Search Criteria

Field or Control

Description

Action From and Action To

Enter values in these fields to search for learning requests that were submitted or assigned within a specific date range.

Note: The remaining fields in the Search Criteria group box are identical to those on the Maintain Learning Requests - Current Learning Requests page.

Learning Request History

When you click Search, this group box displays all of the historical learning requests that meet the criteria you specified.

Field or Control

Description

Learning Request ID

Click a link in this column to access the Maintain Learning Requests: General Attributes page for a learning request.

Course/Category

Click a link in this column to access the Maintain Learning Requests: General page for a learning request.

Name

Click a link in this column to access the user profile associated with the learning request.

Use the Maintain Learning Requests: General page (LM_ADM_METHOD_DTLS) to view the title, requester name, requested delivery method, and total learners for a request.

Also, assign a class to a request and view the assigned class, begin the enrollment process, delete requests, and send notifications.

Navigation:

  • Click the View Details link for a request on the Maintain Learning Requests - Current Learning Requests page.

  • Click the Course/Category link on the Maintain Learning Requests - Current Learning Requests page.

  • Click the Course/Category link on the Maintain Learning Requests - Learning Request History page.

This example illustrates the fields and controls on the Maintain Learning Requests: General page.

 Maintain Learning Requests: General page

Field or Control

Description

Requester Name

Click to access the Learner Information page for the requester.

View Request

Click to view or edit the learning request preferences.

Group Actions

Select the action to perform on the selected learning requests from the following and click Go.

Field or Control

Description

Group Action

  • Assign Class. Associate a class with the learning request.

    The system displays the Maintain Learning Request (assign class) page where you can select from a list of classes if the request identified a particular course; or you can search the catalog for an appropriate class if the request specified a category.

    After you assign a class to the request, you can use a group action of Enroll Learners. If learners are named on the request, the status shown for the request on the self-service My Learning page is updated to Offered. The Maintain Learning Request: General page displays the name of the assigned class.

    Note: It is the responsibility of the administrator to ensure that there are no conflicts or inconsistencies between learner groups assigned to the selected class and the learner groups associated with the learners.

  • Delete Requests. Remove the learning requests from the system.

  • Enroll Learners. Click to enroll learners in the class associated with the learning request. a class must be assigned to the request to select this action. When you click Go, the enrollment component (LM_CALL_CENTER) appears so that you can enroll all or selected learners. When enrollment is confirmed, the system reduces the number of seats requested.

  • Send Notifications - Declined. Send a notification indicating the learning request has been declined.

  • Send Notifications - Exists. Send a notification indicating the requested learning already exists. Before selecting this action, be sure that a class is assigned to the request.

  • Send Notifications - New Offered. Send a notification indicating a new offering is available to fulfill the learning request. Before selecting this action, be sure that a class is assigned to the request.

See Generating Notifications for Learning Requests.

See Learning Request Notifications.

Use the Maintain Learning Requests: General Attributes page to (LM_ADM_LRQ_DTLS) to enter general attributes for a learning request.

Navigation:

  • Click the View Request link on the Maintain Learning Requests: General page or the Maintain Learning Requests: Scheduled page.

  • Click the Learning Request ID link on the Maintain Learning Requests - Learning Request History page.

The fields of this page are identical to those of the Submit Learning Requests - Details: General Attributes Page.

Use the Maintain Learning Requests: Training Plan Attributes page (LM_ADM_LRQ_DTLS) to the fields on this page are similar to the fields on the Submit Learning Requests - Details: Training Plan Attributes page.

Navigation:

Click the Training Plan Attributes link on the Maintain Learning Requests: General Attributes

This example illustrates the fields and controls on the Maintain Learning Requests: Training Plan Attributes page.

 Maintain Learning Requests: Training Plan Attributes page

Use this page to update training plan attributes for learning requests. This page is especially useful for entering training plan attributes for requests that were submitted by self-service users. The group boxes and fields that appear on this page are identical to those that appear on the Submit Learning Requests: Training Plan Attributes page with the following exceptions.

Hour Tracking

Select the Hour Tracking Status. Values are: Pending Review from ELM Admin, Approved by ELM Administrator, and Cancelled.

Hour Distribution Details

Use this group box to enter the types and number of hours for the learning request.

Field or Control

Description

Hour Types

Select an hour type for the learning request. The available values are defined on the Hour Types page.

Total Duration

Enter the number of hours for the corresponding hour type.

DIF (Droit Individuel à la Formation)

Select the Apply Class toward DIF check box to indicate that the requested learning applies to the learner's DIF. The DIF group box appears on this page only if the learning request is associated with an existing course that is eligible for DIF.

DIF Balance (Droit Individuel à la Formation balance)

This grid displays the learner's calculated DIF balance and DIF in advance.

(FRA) Learners in the List

This grid appears only when French features are enabled for the administrator's learning environment. The fields that appear here depend on whether a number of seats or learner names are included in the request:

  • If a number of seats is requested, you can enter head counts by age, gender, training classification, and employee category.

  • If learners are named in the request, you can select the learning classification only.

Use the Maintain Learning Requests: Learners page (LM_ADM_LRQ_DTLS) to the fields on this page are similar to the fields on the Submit Learning Requests - Details (seats) page.

(FRA) When French features are enabled for the user's learning environment, a learning classification can be associated with the request.

Navigation:

Click the Learners link on the Maintain Learning Requests: General Attributes page.

This example illustrates the fields and controls on the Maintain Learning Requests: Learners page.

 Maintain Learning Requests: Learners page

Note: This page is only accessible when learners are associated with the request. You can add or remove learners from the request.