peoplesoft enterprise learning management 9

PeopleSoft Enterprise Learning Management 9.2 Business Process Maps

May 2020

PeopleSoft Enterprise Learning Management 9.2 Business Process MapsCDSKU elm92bpmsCopyright © 1992-2020, Oracle and/or its affiliates. All rights reserved.

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Learning

Instructor

Learning Administrator

Line Manager

Human Resource Manager

Determine Individual

Development Goals (PeopleSoft

HCM)

Manage Learning Programs Deliver Learning

PlanOrganizational Development

Needs (PeopleSoft HCM)

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 5

Manage Learning Programs

Instructor


Human Resource Specialist

Define Learning Programs

Deliver Learning

Manage Learning Content

Plan Organizational Development


Determine Learning Demand

Source Learning Content

Establish Learning Budgets

Schedule and Manage Learning

Events

Define Learning Objectives

Manage Learning Catalog


Resources



Instructor



Compare learner’s competencies to job competency

requirements



Manually define learning objectives


Review employee competency gaps

and learning objectives

Deliver Learning


Manually create

objectives?Yes

No

Import objectives from external

tables

Map competencies in HR system to

objectives

Specify the learning groups that require the

objectives

Identify employees that have not satisfied the

learning required objectives

Receive competency information and proficiency levels

EIP: RATING_MODEL_SYNC; RATING_MODEL_FULLSYNC;

JPM_CAT_SYNC; JPM_CAT_FULLSYNC;

JPM_CAT_TYPE_SYNC; JPM_CAT_PROPS_SYNC;

JPM_JP_QUAL_SYNC; JPM_JP_QUAL_FULLSYNC

Publish learning objectives for the learner population

EIP: JPM_JP_TYPE_SYNC; JPM_JP_TYPE_FULLSYNC;

JPM_JP_SYNC; JPM_JP_FULLSYNC








Review global objectivesTraining Plan

Training Plan Budget Model

Review current requests for classesMaintain Learning

Requests

Review classes previously offered

(i.e., demand in past years)

Training PlanTraining Plan Budget

Model

Review requests for classes not

currently offeredMaintain Learning

Requests

Determine if requested course

will be offeredSubmit Learning

Requests




Review courses offered and their associated costs

Training Plan

Identify costing information

Maintain Items



Review training budget information

Training Plan Budget ModelTraining Plan Summary (rpt)


Develop training plan scenario and adjust

demandTraining Plan Budget

Model




Curricula

Create new learner group

Update existing learnergroup

membership

No changes needed



Create learning group name, specify

environment and owner, and define

membership criteria Maintain Learner

Groups

Define curriculum programs that follow a

specific learning path to fulfill one or more

objectivesMaintain Programs

Define learner certification programs, time period given and

completion requirementsMaintain Programs

Select the learner groups that can view the programs when browsing or searching

the learning catalogMaintain Programs

Identify sections, items, attributes, prerequisites,

security, objectivesMaintain Programs


Select all learners that meet the criteria for group membership

and add them to the group

Populate Learner Groups

Review learner group

membershipMaintain Learner

Groups

Certifications

Activate the program

Maintain Programs

Review the objectives associated with a specific

programProgram Objectives

Mapping

Type of learning

program to define?

Create new or update existing learner groups?



Learning Content

Developer

Instructional Designer


No

Yes

Catalog learning content for

search capabilities

Source additional learning content?


Assemble/group learning content

Notify Learning Administrator of new content and

competencies and objectives

supported

Publish learning content


Design Content to support new or

existing curriculum or certification

programs


Create new or modify existing

learning content





Analyze content that is required

Identify external sources that can provide needed

content

Assess external sources

Acquire learning content


Sourcing online content?

Identify source and standard for

communication between learning management and

content

Load content metadata Test contentYes

No





Select the learner groups that can view the courses

when searching the learning catalog

Maintain Courses


Resources

Define learning catalog categories to enable

users to easily search courses and programsMaintain Categories

Select the learner groups that can view classes

within this category when searching the learning

catalogMaintain Categories

Select the learner groups that can view the programs when searching the learning

catalogMaintain Programs

Update the catalog index so that the

changes appears in the catalog

Rebuild Indexes

Publish learning catalog to learning

population


Define keywords that might be used to search

the catalog to find courses

Maintain Keywords

Define delivery method types for course offeringsDelivery Method

Type

Define items, i.e., specific topics of study for which classes are

offeredMaintain Courses

Define detailed data for the delivery method associated with a particular catalog IDMaintain Delivery Methods


Define Surveys for course offeringsSurvey Definition


Schedule and Manage Learning Resources

Instructor


Equipment

Vendors

Facilities

Vendor messages

Materials

Define equipment details and security

and assign templates, patterns, facilities, and

roomsEquipment

Maintain webcast learning component session

messagesVendor Message

Management

What to track?


Events

Define material details and security and assign to classes

Material

Track supplier information Vendors

Track instructor qualifications and

teaching preferencesInstructors

Define and maintain facility information

FacilitiesFacility Rooms

Provide preferences for instructing

Instructor Preferences


Schedule and Manage Learning Events

Instructor



Resources

Survey

Test

Web-Based

Webcast

Session

Assignment

Yes

Define the specific learning

components that make up the classMaintain Classes

Create session templates of common

activity session characteristics

Session Templates

Create webcast learning components that offer instructor-led, virtual-classroom instruction

Webcast Learning Component

Create test learning components

Test Learning Component

Specify materials, add attachments and/or notes to the classMaintain Classes

Assign instructors, facilities and/or

equipmentSessions

Webcast Sessions

Create survey learning components

Survey Learning Component

Select the learning groups in which to make the class available for viewing in the

catalog and enrollmentMaintain Classes

Create web-based learning components

Web-Based Learning Component

Create session learning components for scheduled, instructor-led, classroom-

based trainingSessions Learning

Component

Accept or modify the session patterns created

using a templateSessions

Upload and test content for compliant learning components

Import Content

Create sessions manuallySessions

Webcast Sessions

Create assignment learning component

Assignments Learning Component

Define completion rules for the classMaintain Classes

Calculate estimated costs of

classMaintain Classes

Define class pricing, period, duration, and

enrollment constraintsMaintain Classes


View automatically generated sessions and add to, modify

or delete themSessions

Webcast Sessions

Update the catalog index so that the new class appears in the

catalogRebuild Indexes

Review and resolve sessions that are in

conflictSession Conflicts

Publish learning catalog and schedules to

learning population

Activate classMaintain Classes

Deliver Learning

Changes to instructor led learning event?

No

Yes

Update session or webcast learning components

Sessions Learning ComponentWebcast Learning Component

Send notification of changes to learnersClass Notifications

Review classes and their learning

components associate with catalog items

Learning Components

No

Learning components

needed?

Using session

scheduling templates?


Deliver Learning

Line Manager

Learner


Track Learning Completion

Results

Manage Learner Enrollment and

Completions


Manage Participant Information

Approve Enrollment Request

Request Enrollment in

Learning Event

Participate in Learning Activities

Manage Individual Learning Plans

Enroll in Learning Event


Development Goals (PeopleSoft

HCM)



Line Manager

Learner


Search Catalog

Review Objectives

Review LearningPlan

Review Objectives

ReviewEnrollment

Status

Add Supplemental Learning

Review Learning

Plans

Browse andSearch Catalog

AddSupplemental

Learning

Yes

No No

Yes

Yes

No No

Yes

Add new programs or classes to learning

planEnrollment


Learning Event

Review list of current objectives of direct reports Team Learning Objectives

Objectives History

Enroll in classes?

Review team's enrollment progress status or history

Team Learning

Review list of current objectives

Learning ObjectivesObjective Detail

Action?



Search learning catalog for available programs and

classesFind Learning

Submit learning request for courses that are not

currently offeredSubmit Learning

Requests

Add learning from external sources

(supplemental learning)Supplemental Learning

Desired classes found?

Review learning plan and current list of classes to

support objectivesLearning Plans

My Learning

Submit learning request for courses that are not currently

offered but should be added to learning plan for direct reports

Submit Learning Requests

Review learning plans and list of activities to support

objectives for direct reportsTeam Learning Plans

Team Learning

Search learning catalog for available programs and classes for direct reports

Find Learning

Desired classes found?

Action?


Add learning from external sources for team members

(supplemental learning)Supplemental Learning

Enroll in classes?

Add new programs or classes to

learning plans for direct reportsEnrollment



Learner


External Learner

Create Learner Groups forEnrollment

Track InternalLearner Details

Track ExternalLearner Details

Track Customer Details

Track VendorDetails

Internal Learner

Update learning vendor details

Vendors

Define and populate learner groups

Maintain Learner Groups

Subscribe to PeopleSoft HCM for organization information

EIP: DEPT_SYNC

Track internal learner personal and job

detailsInternal Learners

Action?

Track external learner personal and job

detailsExternal Learners


Update learning customer details

Customers

Subscribe to PeopleSoft HRMS for person information

EIPs: PERSON_BASIC_SYNC; WORKFORCE_SYNC;

JOBCODE_SYNC; POSITION_SYNC


Learning Event

Internal or external learner?

Provide learning preferences (internal learners)

Learning Preferences

Provide personal profile information (external learners)

Personal Information Home


Request Enrollment in Learning Event


Line Manager

Learner

No

YesReview Session Status

Track Training Requests

No

NoYes

Yes

Action?



Track and review the courses that an individual

has requestedMaintain Learning Requests


Approval required?

Approval required?

Review status of course session and student

enrollment Maintain Learning Requests

Class Roster

Approval required?

Request enrollment into an

classMy Learning

Request Learning

Request enrollment of team members into an

classTeam Members




Line Manager


Learner Request Enrollment in

Learning Event


Review enrollment requested and the approval status

My Learning

Review the status of employee enrollment requests

Team Learning

Approve or decline request for enrollment in a class and

update statusMaintain ApprovalsMonitor Approvals

Maintain Learning Requests

Approve or decline request for enrollment in a class

Maintain Learning Requests

No

Approved?Administrator

approval required?

Yes

Yes

No




Line Manager

Learner

Individualor smallgroup

Largegroup

No Charge for Activity

Obtain Payment

Information

DesignateReserved

Seats

Provide information for department chargeback

Manager EnrollmentManager Program Registration

Manager Program Details


Learning Event

Select method of payment and provide payment details

EnrollmentLearner Program Details

Approve receipt of payment

Administer Roster

Select requested classes/

programsSearch Catalog

Enroll individual learners or small groupsEnroll Learners

Send confirmation messages regarding

enrollment and registrationProgram

Enrollment

Identify individual learners for enrollment

Enroll Learners

Action?

Review and resolve

enrollment alerts as neededManage

Enrollments

Enroll large groups using batch processing

Process Mass EnrollmentReview Mass Enrollment Request


Completions

Identify reserved seats to be filled

Manage Enrollments

Send appropriate learner

notifications

Enrollmenttype?

Update status to "enrolled" and post to sub-

ledgerProcess

Payment Details

Select method of payment and provide details

Manage Enrollments

Receive enrollment

confirmation and statusManage

Enrollments

Identify request and scope of authority for enrollment and

registrationEnroll Learners


Register for a program or enroll in a specific class

Enrollment

Receive enrollment alerts for prerequisites, schedule

conflicts, etc.Program

Enrollment

Register for a program or enroll in a

specific manager class

Manager Enrollment

Receive enrollment alerts for prerequisites, schedule

conflicts, etc.Program

Enrollment

Review status of prerequisites for

each learner within an class

Prerequisite Status

Payment approval required?

Yes

No

Approve Learning Request

Request chartfield value combination verification through Financials integration

EIPs: COMBO_CD_EDIT_REQUEST; COMBO_CD_EDIT_REPLY



Instructor

Line Manager


Learner

Completeassignment

Web cast

Web-based session

Pre-test

Survey

Test

Instructor ledsession

Drop class

Review team schedule

Drop team member

Request learningcredit authorization

Supplemental

Offered

Review learning status

Webcast

Learner

Line Manager

Instructor

Track Learner Completion

Results

Complete testClass Progress

Review assigned schedule of

sessions and enrolled learnersView Schedule

Type of learning?

Complete and pass pre-test

Class Progress

Launch web-based session or materials

Class Progress

Request learning credit authorization for

supplemental learningSupplemental Learning

Action?

Drop activitySelf Drop Enrollment

Drop Registration

Offered courses

or supplemental learning?

Participant action(s)?

Launch and facilitate webcast

sessionView Schedule

Review learning status and progress of direct reports

Team MembersManager Program Progress

Class Progress

Drop team member from enrollment

Manager Drop EnrollmentManager Drop Registration

Participant?

Review current enrollmentsMy Learning

Complete a survey as part of class or as a learning evaluation

Class Progress

Complete assignment

Review syllabus, preparation tasks,

directions to location and special

instructionsMy Learning

Participate in web castClass Progress

Attend instructor led session

Conduct instructor led

session

Approve supplemental learning

Request learning credit authorization for team

member's supplemental learning

Add Supplemental LearningView Supplemental

Learning

Review team's schedule for their current learning

Team Learning


Manage Learner Enrollment and Competencies

Classroom

Complete learning using

sources external to organization

Integrate with PeopleSoft Partner to

support web cast progress tracking

Integrate with PeopleSoft Partner to support AICC/SCORM progress

tracking


Manage Learner Enrollment and Completions

Instructor


Learner

ReviewProgram

registrations

Managewait list

Sub or droplearner

Send email notifications

Updatepayment

info

Reviewenrollments

Automated

Manual

Recordcomments

IdentifySupplemental

learning

Record gradesorattendance

Track classprogress

Update programstatus

Updatelearning

objectives

Providecompetencyinformation

Reviewtrainingunit info

Reschedulelearner

Reviewenrollment

records


Provide notification of learner's class or program completion

Enrollment

Record attendance or gradesAdminister Class Rosters

Learning Component RosterLearner Roster

Post payments and adjustments to sub-ledger

Process Payment Details

Send email notifications that remind activity instructors and

enrolled learners that the class is scheduled to start soon

Class

Mark completions of learner's enrollment

using automated process

Auto Mark Class Completion

Update program completions and

expirationsProgram Status

Updates

Completion method?

Record comments about learners

Administer Class Rosters


Review or update program registrations

Administer Program RostersProgram Registration Detail

Provide notification of change to learner's enrollment or registration

status for an activity or programEnrollment

Update payment information, post adjustmentsEnrollment

Administer Class RostersEnrollment Payment Details

Registration Payment Details

Update learning objectivesEIPs: LRNR_OBJV_SYNC;

LRNR_OBJ_FULLSYNC

Review enrollment records and progress status for

selected learnersView All Learning

Substitute or drop a learner from an class or program

EnrollmentAdminister Class Roster

Administer Program Roster

Manage wait listEnrollment

Administer Class RosterAdminister Program Roster

Review enrollments for pending payments

Administer Program RostersAdmin Registration Approval

EnrollmentPayment Pending

Export sub-ledger entries to the GL

Export Accounting Entry to GL

Review training unit and PO information

Maintain Training UnitsTraining Unit Expiration

Training Unit PoolPurchase Order BalancePurchase Order Usage

Send the accounting lines to Financials and update journal ID and date for each sub

ledger entryEIPs: LM_ACCTG_LN Outbound;

LM_ACCTG_LN Inbound

Completion action?Action?

Track progress for classes and learning components

Class Progress Learning Component Progress

Provide updated competency information to Humans Resources

EIP: LM_LEARNER_MET_OBJV_SYNC

Update sub-ledger Process Payment

Details

Update completion status per predefined

completion rules

Request chartfield value combination verification through Financials integration

EIPs: COMBO_CD_EDIT_REQUEST; COMBO_CD_EDIT_REPLY

Enrollmentaction(s)?

Reschedule learner for different session

Enrollment

Identify supplemental learning completed by learner

Add Supplemental Learning

Record learner assignment and test

scoresMark Grades and

Attendance

Record learner session attendance

Mark Grades and Attendance

Track Learning Completion

Results


Track Learning Completion Results

Instructor

Line Manager

Learner


Learninghistory

Certificationstatus

Learninghistory

Certificationstatus

Financialdetails

Completion

Grades

Objectiveprogress

Objectiveprogress

Assessmentor grades

Grades byactivity orlearner

Assessmentor grades

Review progress toward completing objectivesLearning Objectives

My Learning

Review/report?


Development Goals


Completions

Review financial detailsGeneral Ledger Detail

External PaymentPayment UpdatesReview Subledger

Cost Summary

Review?

Create completion reportsCertification Status

Curriculum CompletionsItem Completion

Transcript by OrganizationHistory by Department

Review history of completed learning for

direct reportsTeam Learning

Objectives History

Review grades by class or learner Class Roster

Class TranscriptsLearner Transcript


Review?

Review direct report's assessment or grade

information for completed learning

Team Learning

Review history of completed learning

My LearningObjectives History

Create grade reports by activity or learner

Review certification status and progress

Certification StatusMy Learning

Review assessment or grade information for completed learning

My Learning

Review direct report's progress toward completing

objectiveTeam Learning Objectives

Review certification status for direct reports

Certification StatusTeam Member Cert Status

Review learning and/or instructor

evaluations


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