LMS User Guide
LMS User Guide
LMS User Guide
Implementation Guide
Release 12.1
Part No. E13519-14
May 2018
Oracle Learning Management Implementation Guide, Release 12.1
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Contents
Preface
Index
iii
Send Us Your Comments
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Your feedback is important, and helps us to best meet your needs as a user of our products. For example:
• Are the implementation steps correct and complete?
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v
Preface
Intended Audience
Welcome to Release 12.1 of the Oracle Learning Management Implementation Guide.
This guide assumes you have a working knowledge of the following:
• The principles and customary practices of your business area.
• Oracle HRMS.
If you have never used Oracle HRMS, Oracle suggests you attend one or more of
the Oracle HRMS training classes available through Oracle University
See Related Information Sources on page viii for more Oracle E-Business Suite product
information.
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle
Accessibility Program website at http://www.oracle.com/pls/topic/lookup?
ctx=acc&id=docacc.
vii
com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?
ctx=acc&id=trs if you are hearing impaired.
Structure
1 Implementing Oracle Learning Management
Oracle Learning Management Glossary
viii
Projects, Procurement, Sales, Service, Service Contracts, and Supply Chain.
Oracle Daily Business Intelligence User Guide
This guide describes the common concepts for Daily Business Intelligence. It describes
the product architecture and provides information on the common dimensions, security
considerations, and data summarization flow. It includes a consolidated setup checklist
by page and provides detailed information on how to set up, maintain, and
troubleshoot Daily Business Intelligence pages and reports for the following functional
areas: Financials, Interaction Center, iStore, Marketing, Product Lifecycle Management,
Projects, Procurement, Sales, Service, Service Contracts, and Supply Chain.
Oracle Application Framework Personalization Guide
Learn about the capabilities of the OA Framework technologies.
Oracle Human Resources Management Systems Enterprise and Workforce
Management Guide
Learn how to use Oracle HRMS to represent your enterprise. This includes setting up
your organization hierarchy, recording details about jobs and positions within your
enterprise, defining person types to represent your workforce, and also how to manage
your budgets and costs.
Oracle Human Resources Management Systems Workforce Sourcing, Deployment, and
Talent Management Guide
Learn how to use Oracle HRMS to represent your workforce. This includes recruiting
new workers, developing their careers, managing contingent workers, and reporting on
your workforce.
Oracle Human Resources Management Systems Payroll Processing Management Guide
Learn about wage attachments, taxes and social insurance, the payroll run, and other
processes.
Oracle Human Resources Management Systems Compensation and Benefits
Management Guide
Learn how to use Oracle HRMS to manage your total compensation package. For
example, read how to administer salaries and benefits, set up automated grade/step
progression, and allocate salary budgets. You can also learn about setting up earnings
and deductions for payroll processing, managing leave and absences, and reporting on
compensation across your enterprise.
Oracle Human Resources Management Systems Configuring, Reporting, and System
Administration Guide
Learn about extending and configuring Oracle HRMS, managing security, auditing,
information access, and letter generation.
Oracle Human Resources Management Systems Implementation Guide
Learn about the setup procedures you need to carry out in order to implement Oracle
HRMS successfully in your enterprise.
ix
Oracle Human Resources Management Systems FastFormula User Guide
Learn about the different uses of Oracle FastFormula, and understand the rules and
techniques you should employ when defining and amending formulas for use with
Oracle applications.
Oracle Self-Service Human Resources Deploy Self-Service Capability Guide
Set up and use self-service human resources (SSHR) functions for managers, HR
Professionals, and employees.
Oracle Performance Management Implementation and User Guide
Learn how to set up and use performance management functions. This includes setting
objectives, defining performance management plans, managing appraisals, and
administering questionnaires.
Oracle Succession Planning Implementation and User Guide
Learn how to set up and use Succession Planning functions. This includes identifying
succession-planning requirements, using talent profile, suitability analyzer, and
performance matrices.
Oracle Human Resources Management Systems Deploy Strategic Reporting (HRMSi)
Implement and administer Oracle Human Resources Management Systems Intelligence
(HRMSi) in your environment.
Oracle Human Resources Management Systems Strategic Reporting (HRMSi) User
Guide
Learn about the workforce intelligence reports included in the HRMSi product,
including Daily Business Intelligence reports, Discoverer workbooks, and Performance
Management Framework reports.
Oracle Human Resources Management Systems Approvals Management
Implementation Guide
Use Oracle Approvals Management (AME) to define the approval rules that determine
the approval processes for Oracle applications.
Oracle Human Resources Management Systems Window Navigation and Reports
Guide
This guide lists the default navigation paths for all windows and the default reports and
processes as they are supplied in Oracle HRMS.
Oracle iRecruitment Implementation and User Guide
Set up and use Oracle iRecruitment to manage all of your enterprise's recruitment
needs.
Oracle Learning Management User Guide
Use Oracle Learning Management to accomplish your online and offline learning goals.
Oracle Learning Management Implementation Guide
x
Implement Oracle Learning Management to accommodate your specific business
practices.
Oracle Time and Labor Implementation and User Guide
Learn how to capture work patterns, such as shift hours, so that this information can be
used by other applications, such as General Ledger.
Oracle Labor Distribution User Guide
Learn how to maintain employee labor distribution schedules, distribute pay amounts,
encumber (commit) labor expenses, distribute labor costs, adjust posted labor
distribution, route distribution adjustment for approval, and manage error recovery
processes. You also learn how to set up effort reporting for Office of Management and
Budget (OMB) compliance.
Other Implementation Documentation
Oracle Workflow Administrator's Guide
This guide explains how to complete the setup steps necessary for any product that
includes workflow-enabled processes. It also describes how to manage workflow
processes and business events using Oracle Applications Manager, how to monitor the
progress of runtime workflow processes, and how to administer notifications sent to
workflow users.
Oracle Workflow Developer's Guide
This guide explains how to define new workflow business processes and customize
existing Oracle E-Business Suite-embedded workflow processes. It also describes how
to define and customize business events and event subscriptions.
Oracle Workflow User's Guide
This guide describes how users can view and respond to workflow notifications and
monitor the progress of their workflow processes.
Oracle Workflow API Reference
This guide describes the APIs provided for developers and administrators to access
Oracle Workflow.
Oracle E-Business Suite Flexfields Guide
This guide provides flexfields planning, setup, and reference information for the Oracle
E-Business Suite implementation team, as well as for users responsible for the ongoing
maintenance of Oracle E-Business Suite product data. This guide also provides
information on creating custom reports on flexfields data.
Oracle eTechnical Reference Manuals
Each eTechnical Reference Manual (eTRM) contains database diagrams and a detailed
description of database tables, forms, reports, and programs for a specific Oracle
Applications product. This information helps you convert data from your existing
applications, integrate Oracle Applications data with non-Oracle applications, and write
custom reports for Oracle Applications products. Oracle eTRM is available on My
xi
Oracle Support.
Integration Repository
The Oracle Integration Repository is a compilation of information about the service
endpoints exposed by the Oracle E-Business Suite of applications. It provides a
complete catalog of Oracle E-Business Suite's business service interfaces. The tool lets
users easily discover and deploy the appropriate business service interface for
integration with any system, application, or business partner.
The Oracle Integration Repository is shipped as part of the Oracle E-Business Suite. As
your instance is patched, the repository is automatically updated with content
appropriate for the precise revisions of interfaces in your environment.
xii
1
Implementing Oracle Learning Management
Making Decisions
Before you set up OLM, you need to look at certain factors before you decide and plan
how to implement the application in your enterprise.
You must make two key implementation decisions:
• Do you plan to integrate OLM with Oracle Human Resources now or in the future?
Doing so can change the way in which you hold information about internal learners
and instructors. It also has implications if you are developing the competency
approach.
• Do you plan to hold financial information (about resource costs and enrollment
charges) in OLM? What kind of arrangement do you need? Do you need an
interface between OLM and your own financial system to trigger customer invoices
if you run external courses, or cross-charge other departments if you run internal
courses?
• If you have purchased the license to run online courses, to be viewed in the Web-
based player, how should you organize your online content such as modules and
tests?
• What information do you need to record about learners, instructors, customers and
suppliers? For internal learners you may already have gathered a large amount of
information (especially if you run Oracle HR). What further information do you
need to record?
• What is your enrollment procedure? What are the stages each student goes through
from enrollment to completion of the course? Do you want to link these stages
(statuses) to standard letters? Are you enabling telesales by integrating with Oracle
Order Management?
• Where do you teach? What is the maximum number of learners allowed in each
room (and therefore on each class in each room)? How do you describe each
location? Are some of these external to your organization and supplied by an
external supplier? How are you going to organize locations, training centers, and
resource revenues?
• What are the qualifications, skills, and expertise your courses offer? Do you want to
record these competencies automatically for each learner, once they have completed
a course?
• Do you have any special agreements with customers, if you run external courses?
Do you want to give special discounts to customers who book many places on
courses or groups of courses (packages)? If so, you should run the integration with
Oracle Order Management.
• Which of your users should access which parts of OLM? What are the roles within
your training department? Which roles need full or restricted access?
• What kind of facilities and resources do classes need? What skills do instructors
require to teach this course? Where do your instructors come from--internal sources
or an external supplier?
• How do you want to organize your resource categories? What information do you
want to store for each resource type? Where and how do you want to hold trainer
data?
You can adopt a staged approach to implementation, by focusing only on the essential
Implementation Checklist
Use the following checklist to record which parts of Oracle Learning Management you
want to use. Then refer to the implementation flowcharts to see the high-level steps you
must complete for each business function you have chosen to implement.
❒ Flexfields (Required)
Define key and descriptive flexfields.
❒ Administration (Required)
Define currencies, lookups, and a primary user.
❒ Organizations (Required)
Define Business Groups and create other organizations.
❒ Security (Required)
Set menu, enrollment, and user security. Set user profiles.
Implementation Flowchart
Some of the steps outlined in this section are Required, and some are Optional.
Required with Defaults means that the setup functionality comes with predefined,
default values in the database; however, you should review those defaults and decide
whether to change them to suit your business needs. If you want or need to change
them, you should perform those setup steps. You need to perform Optional steps only if
you plan to use the related feature or complete certain business functions. The
following flowchart depicts the implementation steps, what you can set up and the
sequence that you should follow. Refer to the legend in the last graphic titled ORACLE
LEARNING MANAGEMENT 3 to identify the required and the optional
implementation steps in the flowchart.
Implementation Steps
This section expands the implementation steps in the checklist and summarizes what
you can set up and the sequence you should follow. Each step identifies the pages,
windows, or processes you must use.
You can review the detailed task information for each step using the hypertext links.
Key Flexfields
The System Administrator usually performs the key flexfield steps. Sign on to the
system using your System Administrator username and password. Contact your DBA if
you do not know this information.
Before you use OLM, you must define the Training Resource Key Flexfield structure.
If you do not run Oracle Financials, you also need to define an accounting flexfield (See
Appendix B, Alternate Financial Implementation Steps). If you run Oracle Financials,
the flexfield already exists.
Before you begin your implementation of these key flexfields you must clearly specify
your requirements.
Training Resources Key Flexfield
Training resources are any people, facilities, or equipment that you need to book to run
a class.
You must check the Allow Dynamic Inserts box. If you do not check the box, you cannot
create new resource name combinations in the Resources window.
Use the Key Flexfield Segments window.
See Defining Key Flexfield Structures, Oracle E-Business Suite Flexfields Guide
Descriptive Flexfields
Use descriptive flexfields to add your own fields to the standard windows. For
• Context-Sensitive Segments
Segments appear only when a defined context exists. You can prompt a user to
enter the context, or you can provide the context automatically from a reference
field in the same block.
Note: Often you can choose between using a code, a 'base-table' field,
and a field that contains a meaning or description. You should always
use base-table fields as reference fields for Context-Sensitive segments.
These fields usually have the same name as the column in the base
table.
Some of the Standard Reports supplied with Oracle Learning
Management include descriptive segment values. If you follow this
suggestion, these reports will be able to use the prompts you define;
otherwise they will apply a generic prompt to the data.
• Enter your own Context Name to define segments that appear only for that context.
Uncheck the Override Allowed box, then freeze and compile your descriptive flexfield
definitions.
• If you define a 'Required' segment after you have entered records, existing records
have no value in this segment and the system prompts you with an error when you
query an existing record.
Administration
The System Administrator usually performs the administration steps. Sign on to the
system using your System Administrator username and password. Contact your DBA if
you do not know this information.
Note: After you have completed this step you can sign on and use the
new user to define lookups, locations, and a new Business Group.
• Create Folder
• View Category
• View Folder
Some Lookup Types have been predefined. You need to define only values for these
types.
Lookup Values are the valid entries that appear in the list of values.
You can add new Lookup Values at any time. You can set the Enable Flag for a Value to
No, so that it no longer appears in the list of values, or you can use the Start and End
Dates to control when a value appears in a list.
Use the Application Utilities Lookups window.
See Adding Lookup Types and Values, Oracle Learning Management User Guide
Organizations
Courses
You define courses to represent the training courses and other developmental
opportunities you make available to learners. You can use versions to maintain a
history of changes to a course type over time, or to maintain multiple concurrent
versions that differ, for example, in delivery mode or language.
You can group courses into categories. You can record the resources required to run a
course and the competencies it is expected to provide learners.
• Placed
• Attended
• Cancelled
• Pending Signature/Evaluation
You can define more than one enrollment status for each enrollment statuses type, but
you can have one, and only one, default status for each type. OLM uses the default
enrollment status to indicate the enrollment status for learners. Use the Enrollment
Statuses page under the Setup tab.
If you are using the Evaluation functionality, then you can create a default enrollment
status, for example, Pending Evaluation using the Pending Signature/Evaluation
enrollment status type. For more information, see: Evaluation for Courses and Classes,
Oracle Learning Management User Guide
If you are using the electronic records and electronic signatures (ERES) functionality,
then you can create a default enrollment status, for example, Pending Signature using
the Pending Signature/Evaluation enrollment status type. For more information, see:
Electronic Records and Electronic Signatures (ERES) in OLM, Oracle Learning
Management User Guide
If you are using both the Evaluation and electronic records and electronic features, then
you create a default enrollment status, for example Pending Signature and Evaluation
using the Pending Signature/Evaluation enrollment status type.
Best Practice: Because considerable functionality underlies each enrollment status, be
sure that your names for each status do not depart too much from the original meaning.
See Class and Enrollment Status Setup, Oracle Learning Management User Guide
Automatic Waitlisting
1 Very High
2 Moderate
3 Low
4 Very Low
Step 29: Define Automatic Waitlist Enrollments Profile Options and Concurrent Program
Define values for the profile options to activate automatic waitlisting. For example,
identify the enrollment statuses assigned to classes for automatic waitlist enrollments,
or which criterion takes priority on the waitlist.
Use the System Profile Options window.
See Setting Profile Options, Oracle E-Business Suite Setup Guide
To view definitions of the OLM profile options, see Profile Options, Oracle Learning
Management User Guide
To trigger automatic enrollments off the waitlist, you must set the Cancel Enrollment
concurrent program to run frequently, as often as every five to ten minutes all day,
every day.
Use the Submit a New Request window (select Submit Report under Reports and Other
Requests).
Step 30: Set Learning Path Reminder Concurrent Programs to Run Regularly Required Step
To send learning path completion target reminders to subscribers, you must set two
concurrent programs--Send Learning Path Completion Target Notifications and Send
Learning Path Component Completion Target Notifications--to run regularly, at least
once a day.
• Enter learners as customer contacts if external learners also attend your classes. You
can use the Customers window, or you can enter learners directly from the
Enrollments window as you enter enrollments.
• Enter training managers as employees or external person types. Use the HR People
window. You can then associate training managers with training courses.
Step 32: Set the Process Mandatory Enrollments Program Required Step
To process mandatory enrollments for a class, you must set the Process Mandatory
Enrollments Program to run frequently as required. This program verifies mandatory
enrollments and enrols new learners who meet the enrolment criteria.
Use the Submit Request window (select Submit Report under Reports and Other
Requests) to schedule or run the program.
See: Learner Access, Oracle Learning Management User Guide
See:Running the Process Mandatory Enrollments Program, Oracle Learning Management
User Guide
• Learner Home
• Enrollment Notification
For information on how to configure the Export feature, refer to this note on My Oracle
Support: Configuring the iCalendar Export Feature in Oracle HRMS Applications, Note ID:
761563.1
To use a content server protocol other than ftp, http, or https, you must add the new
protocol value to the Content Server Protocol Types lookup.
Step 36: Use Oracle WebCenter Content (OWCC) as a Content Server for OLM Optional Step
Oracle WebCenter Content (OWCC) can now be used as a content server for Oracle
Learning Management (OLM).
To use an Oracle WebCenter Content server as a content server for OLM, complete the
following steps:
1. Install Oracle WebCenter Content and ensure that installation is correct and
complete.
2. Set up steps required on the Oracle WebCenter Content server to integrate Oracle
Learning Management (OLM) with Oracle WebCenter Content. Refer to the Note
ID 1552750.1 on My Oracle Support
This document provides details of the steps required for setting up the content
server to integrate with OLM.
• Creating folders in the Oracle WebCenter Content Contribution Folder.
Note: In the Create Content Server and Update Content Server pages,
the check box name 'UCM Content Server' is synonymous with Oracle
WebCenter Content server. If required, using personalization feature,
you can change the check box name.
• The type of finance header (Payable, Receivable, Cost Transfer, or Cancellation) and
the subtype for Receivable headers:
• Standard, meaning an invoice should be issued after the class
• Any other information you have defined in the Additional Finance Information
descriptive flexfield
When a header has the status Successful Transfer, it cannot be updated within OLM.
However, you can cancel it (or individual finance lines) and issue a new header to
supersede it.
2. Set up the Create Cross Charging GL Lines for Transfer concurrent process.
If you do not use Oracle GL, you can still set up a flexible Chart of Accounts and enter
your transactions against it using the Finance Headers window. You transfer the
finance headers and lines through the Open Interface tables, and import the data into
the General Ledger of choice. You run the Journal Import Concurrent Program to
import the data into Oracle General Ledger.
Use the Submit a New Request window (accessed from the Submit Report item in the
navigator).
See Running Reports and Programs, Oracle E-Business Suite User's Guide
You can customize the XML reports using the supplied data definition source files and
sample RTF templates. Use Oracle XML Publisher to customize reports.
See: Customizing Report Templates, page 1-60
• Customers Summary
• Suppliers Summary
You can define standard folders in each of these windows, and you can choose which
users can create their own customized folders.
Each folder is either private to one user or available to all users who have access to the
window. You must select a default folder for each window.
See Customizing the Presentation of Data, Oracle E-Business Suite User's Guide
Security
Setting up security is normally a task for your System Administrator.
• Whether the user can add and edit data, or only view it
• Whether the user has access to all the regions and fields on a window
Note: You must disable this feature on menu structures that access
Oracle HRMS windows.
See Disabling Multiple Forms, Oracle HRMS Configuring, Reporting, and System
Administration Guide
Note: You should not modify the default functions and menus supplied
with the applications. Any upgrades overwrite these defaults.
See Defining Menus, Oracle HRMS Configuring, Reporting, and System Administration
Guide
Step 71: Display the Oracle Approvals Management (AME) Review Region in the OLM Transaction Review Page
Optional Step
Oracle Approvals Management (AME) is a web-based application that is integrated
with Oracle Workflow and enables you to define business rules to control your
approvals processes.
You can display the AME review region in the Review page of the following OLM
transactions and use AME's Dynamic approvals feature.
• Learners request enrollment
Set the pAMETranType=OTA parameter to the OTA_LEARNER_HOME_SS (Enroll
in Learning) function. You can select any one of the values for the pApprovalMode
parameter:
The Review page displays The Review page displays Indicates that there is no
the AME Approval Region the AME Approval Region approval process and it is
with Add Adhoc Approver without the Add Adhoc self enrollment.
section. Approver section.
The Review page displays The Review page displays Indicates that there is no
the AME Approval Region the AME Approval Region approval process and it is
with Add Adhoc Approver without the Add Adhoc self subscription.
section. Approver section.
Note
To support external approvers (people with Person Type of Contact) and Oracle
Applications (FND) users as approvers for certain transactions, OLM uses the
Notification Process for Approvers and Notifiers (HR_NOTIFICATION_PRC)
workflow process for the following OLM processes:
• Class Enrollment (OTA_LNR_TRNG_APPROVAL_JSP_PRC)
Step 72: Display Details of Approved or Rejected Transactions in FYI Notifications Optional Step
Notification recipients can view transaction changes on the FYI Notification page after
the following transactions are either rejected or approved:
• Learner's enrollment in a class
For example, a learner can view class details in the FYI notification after a manager
approves the learner's enrollment in class.
To enable recipients to view details on the FYI Notification page, set the pFyiNtfDetails
parameter to Y for the OTA_LEARNER_HOME_SS (Enroll in Learning) function.
If the pFyiNtfDetails parameter is set to Y, then learners receive the FYI notification
from Oracle SSHR instead of OLM. This FYI notification contains all the details.
Note: OLM calculates end dates only if you use the predefined values
that Oracle delivers for the Frequency lookup. The Renewal Period
field uses the Frequency lookup values. If you use custom values to
populate the Renewal Period, then the end date will be blank or not
populated.
Audit Requirements
Step 81: Enable the Electronic Signatures and Electronic Records (ERES) Functionality in OLM Optional Step
Oracle E-Records is a configurable framework for secure capture, storage, inquiry, and
printing of electronic records and electronic signatures (ERES) in compliance with
government regulations.
OLM uses the electronic records and electronic signatures (ERES) functionality of
Oracle E-Records to enable organizations meet legislative compliance, such as the
United States Food and Drug Administration (US FDA) Code of Federal Regulations
(CFR) Title 21 Part 11, otherwise known as 21 CFR Part 11.
Using the electronic records and electronic signatures functionality, you can obtain
electronic signatures for the following business transactions:
• Administrator updates a course description.
You can use the Oracle E-Records Evidence Store to query electronic records and
esignatures.
See: Setting up the Electronic Signatures and Electronic Records (ERES) Functionality in
OLM, page 1-62
• You must not change the Role Code prefix of UMX| (including the "pipe" character)
• Never grant a role direct access to permissions; always use permission sets
• As other Oracle Applications in your enterprise may use RBAC, it is a good idea to
prefix your grants and sets with OLM or some other unique identifier
• You must not combine function security (menu access) and data security (view and
edit capability) in the same permission set
Roles
The following roles are supplied under application "Learning Management" and role
category of "Training":
Permissions
The following permissions are form functions of the type "Subfunction":
Menus
Menus are available for consolidating permissions on objects as well as for providing
access to functions. Permission Sets and Function Sets are created as menus of type Data
Security.
The two types of menus for security are:
• One containing permissions (actions that can be performed on an object). The menu
name follows the convention: OTA_<action/object>_DS
Data security policies are applied to this permission set when the grant is being
created for the role. For this reason, it is imperative that the permissions belong to
one single object type. For example, the View Category permission cannot be in the
same permission set as View Course Permission, or data security policies applied to
categories do not work.
• The UIs/pages that are accessible to the user. This menu uses the following
conventions:
Menu Name: OTA_<action/object>_UI
User Menu Name: <menu name> UIs
Thus separate grants have been (and must be) created for the UI menus and Permission
set menus.
OTA_ADMIN_TOP_MENU
Prompt Function
OTA_ILEARNING_ADMIN_TOP_MENU
Prompt Function
Prompt Menu
Prompt Submenu
A similar structure has been created for Finance Headers, Resources, and Learner Tabs.
OTA_ADMIN_APPLICATION_MENU
Prompt Submenu
Permission Sets
The following permission sets are available:
The following permission sets are available to provide access to the UIs.
1 OTA_CATALOG_COMMON_UI Catalog
Common UIs
2 OTA_CATALOG_FORMS_UI Manage
Catalog Forms
UIs
3 OTA_CATALOG_MANAGE_UI Manage
Catalog UIs
5 OTA_CTG_COMMON_UI Category
Common UIs
6 OTA_CTG_VIEW_UI View
Category UIs
7 OTA_CTG_MANAGE_UI Manage
Category UIs
8 OTA_CTG_LA_VIEW_UI View
Category
Learner
Access UIs
9 OTA_CTG_LA_MANAGE_UI Manage
Category
Learner
Access UIs
10 OTA_ACT_COMMOM_UI Course
Common UIs
12 OTA_ACT_MANAGE_UI Manage
Course UIs
14 OTA_ACT_LA_MANAGE_UI Manage
Course
Learner
Access UIs
15 OTA_ACT_COMP_MANAGE_UI Manage
Course
Competency
UIs
16 OTA_OFF_COMMON_UI Offering
Common UIs
18 OTA_OFF_MANAGE_UI Manage
Offering UIs
20 OTA_OFF_LA_MANAGE_UI Manage
Offering
Learner
Access UIs
21 OTA_EVT_COMMON_UI Class
Common UIs
26 OTA_EVT_SSN_MANAGE_UI Manage
Session UIs
28 OTA_LPS_VIEW_UI View
Learning Path
UIs
29 OTA_LPS_MANAGE_UI Manage
Learning Path
UIs
30 OTA_LPS_LA_VIEW_UI View LP
Learner
Access UIs
31 OTA_LPS_LA_MANAGE_UI Manage LP
Learner
Access UIs
32 OTA_LPS_COMP_MANAGE_UI Manage LP
Competency
UIs
34 OTA_CCH_LA_MANAGE_UI Manage
Category Chat
Learner
Access UIs
35 OTA_CCH_LA_VIEW_UI View
Category Chat
Learner
Access UIs
37 OTA_CCH_VIEW_UI View
Category Chat
UIs
OTA_CFR_COMMON_UI Category
Forum
Common UIs
42 OTA_CFR_LA_MANAGE_UI Manage
Category
Forum
Learner
Access UIs
43 OTA_CFR_LA_VIEW_UI View
Category
Forum
Learner
Access UIs
44 OTA_CFR_MANAGE_UI Manage
Category
Forum UIs
45 OTA_CFR_VIEW_UI View
Category
Forum UIs
49 OTA_CRT_COMMON_UI Learning
Certification
Common UIs
50 OTA_CRT_COMP_MANAGE_UI Manage
Learning
Certification
Competency
UIs
51 OTA_CRT_LA_MANAGE_UI Manage
Learning
Certification
Learner
Access UIs
52 OTA_CRT_LA_VIEW_UI View
Learning
Certification
Learner
Access UIs
53 OTA_CRT_MANAGE_UI Manage
Learning
Certification
UIs
54 OTA_CRT_VIEW_UI View
Learning
Certification
UIs
55 OTA_NHS_MANAGE_UI Manage
External
Learning UIs
59 OTA_COMP_MANAGE_UI Manage
Competency
UIs
60 OTA_CONTENT_COMMON_UI Content
Common UIs
63 OTA_CONTENT_MANAGE_UI Manage
Content Uis
65 OTA_LOF_MANAGE_UI Manage
Folder UIs
67 OTA_LOS_VIEW_UI View
Learning
Object UIs
68 OTA_LOS_MANAGE_UI Manage
Learning
Object UIs
71 OTA_QBK_MANAGE_UI Manage
Question Bank
UIs
76 OTA_RESOURCE_FORMS_UI Manage
Resource
Forms UIs
77 OTA_RESOURCE_VIEW_UI View
Resource UIs
78 OTA_RESOURCE_MANAGE_UI Manage
Resource UIs
79 OTA_TSR_VIEW_UI View
Resource UIs
80 OTA_TSR_MANAGE_UI Manage
Resource UIs
81 OTA_TRB_VIEW_UI View
Resource
Booking UIs
82 OTA_TRB_MANAGE_UI Manage
Resource
Booking UIs
84 OTA_ENROLLMENT_FORMS_UI Manage
Enrollment
Forms UIs
85 OTA_ENROLLMENT_VIEW_UI View
Enrollment
UIs
86 OTA_ENROLLMENT_MANAGE_UI Manage
Enrollment
UIs
87 OTA_CTG_ENR_MANAGE_UI Manage
Catalog
Enrollments
UIs
89 OTA_ENR_MANAGE_UI Manage
Learner
Enrollment
UIs
91 OTA_FINANCE_FORMS_UI Manage
Finance Forms
UIs
93 OTA_FINANCE_MANAGE_UI Manage
Finance UIs
95 OTA_TFH_MANAGE_UI Manage
Finance UIs
96 OTA_SETUP_FORMS_UI Manage
Learning
Setup Forms
UIs
97 OTA_SETUP_COMMON_UI Learning
Setup
Common UIs
98 OTA_SETUP_VIEW_UI View
Learning
Setup UIs
99 OTA_SETUP_MANAGE_UI Manage
Learning
Setup UIs
Grants
Grants are supplied to enable all users who have the Learning Administrator or
Learning Management Administrator responsibility to access OLM pages:
Learning Catalog OTA Edit Class for Catalog Administration Edit Class
Administrator
Learning Catalog OTA Edit Class Chat for Catalog Administration Edit Class
Administrator Chat
Learning Catalog OTA Edit Class Forum for Catalog Administration Edit Class
Administrator Foru
OLM provides the following predefined data definition source files and sample RTF
templates for customizing these XML reports:
• OLM Forum Report
• DataTemplate: OTAFRM.xml
To customize the report details, you can create your own templates using Oracle XML
Publisher.
Important: You must create your own templates using the predefined
templates as samples. Do not modify the predefined templates because
your changes may be lost during an upgrade.
Using a predefined report template as a sample, create a new report template and
save it as a rich text or PDF format files.
For guidelines on creating template files, see: Creating an RTF Template and Creating
a PDF Template, Oracle XML Publisher Report Designer's Guide
• ERES Administrator
Step 1: Enable the Profile Option for Electronic Records and Signatures
Using the System Administrator responsibility, set the EDR: E-records and E-signatures
(EDR_ERES_ENABLED) profile option value to Yes in the System Profile Values
window. You can set this profile option at: Site level, Organization level, or User level.
2. Search for each transaction using the Transaction Name, for example, OLM ERES
Course Updates.
OLM provides default values for the following variables:
• E-record Required (N)
• E-record Style Sheet (style sheets are different for different transactions)
3. Update the E-record Required and E-signature Required variables to Y for each of
the transaction types to enable ERES in OLM.
4. Provide the electronic signature, if the EDR: E-records and E-signatures profile
option is set to Yes.
For electronic signature transactions, OLM uses the following predefined style sheets to
display record in the E-Record tabbed region of the E-signatures page:
• otalrnxsl.xsl for OLM ERES Learner Course Completion
If you want to use different e-record formats, then you must create style sheets
according to your business requirements. Specify the new style sheet in the Update
Transaction Variable page for a transaction.
For information on how to create and use style sheets, refer to the Oracle XML Publisher
Report Designer's Guide and Oracle E-Records Implementation Guide
Note: If you already run Oracle General Ledger, the flexfield structure
you require already exists, and you do not need to complete the
following steps.
• Account
• Cost Center
Note: You must create the value sets with the validation type
Independent.
COTA_COMPANY Char 11
COTA_ACCOUNT Char 11
COTA_COST_CENTER Char 11
Note: You must not check the Allow Dynamic Inserts box. Oracle
Learning Management requires the valid combinations to exist, and
therefore cannot enter new values upon data entry in the OLM Finance
windows.
You must enter flexfield qualifiers for each segment, to identify which segment appears
on each window.
Intercompany Segment NO
Balancing Segment NO
Intercompany Segment NO
Balancing Segment NO
Intercompany Segment NO
Asynchronous
An attribute of Delivery Mode, to define learning that does not require a time, place, or
live instructor. Asynchronous learning is also known as self-paced learning.
Asynchronous learning can be either online, such as a recorded seminar or other self-
paced web content, or offline, such as a book or a CD-ROM
See also Delivery Mode, page Glossary-3
Attended
A status that verifies that a learner has participated in a synchronous offering. For
online offerings, the application can capture the change in status; for offline offerings,
an instructor can record the change in status.
Blended Learning
The ability to employ multiple delivery modes in delivering a single piece of learning or
a series of learning events. Blended learning describes both the ability to deliver a single
piece of learning through multiple modes, and the ability to construct a series of
learning events that employ different delivery modes.
Catalog
What the learner sees when browsing through available courses and learning paths.
You can divide the Oracle Learning Management (OLM) catalog into categories to
facilitate the learners' search for related learning. The single catalog organizes and
displays all learning, regardless of delivery mode.
Catalog Category
A subdivision of the catalog. You create categories to organize courses in the catalog,
and to help learners search for related learning. You can create a hierarchy of categories,
and a course can be a part of more than one category.
Catalog Prerequisites
Courses and competencies that a learner must or should complete before enrolling in a
Glossary-1
given class. Mandatory prerequisites prevent learners from enrolling in the class, while
advisory prerequisites merely inform the learner of courses they should take or
competencies they should acquire prior to enrollment.
Chat
A scheduled live discussion that enables learners and instructors to exchange messages
online. You can create a chat within a category or for a specific class.
Class
The entity that is an individual instance of an offering, and in which learners enroll,
typically for synchronous offerings. For each class, you can create multiple sessions.
See Session, page Glossary-7
CMI Adapter
See SCORM Adapter, page Glossary-7
CMI Objectives
Data elements contained in AICC content to enable greater content tracking. As part of
the AICC specification, you can import CMI Objectives contained in a learning object.
You can also view the CMI Objectives contained in a learning object post import.
Competency
A measurable behavior required by an organization, job or position that a person may
demonstrate in the work context. A competence can be a piece of knowledge, a skill, an
attitude, or an attribute.
Completed
A status that indicates a learner has taken the course. The completed status depends on
the delivery mode of the offering: for online asynchronous offerings, Completed is
when the learner has played the offering, dependent on the type of tracking; for offline
asynchronous offerings, it is when the learner has read a book or other offline material;
for offline or online synchronous offerings it is when the learner has attended the class.
Content
A piece of online learning material that is delivered to the learners through offerings.
Content Folder
An organizing container for online learning objects. You set up content folders to reflect
the structure of your content, for example, by subject matter, curriculum, or learner job
roles. You create content folders and sub folders to organize and group related learning
objects.
See also Learning Object, page Glossary-5
Glossary-2
Content Location
A URL that identifies and locates your physical content that is located on a content
server, either an external server or an OLM content server.
Content Tree
The content hierarchy consisting of content folders, its sub folders, learning objects and
tests.
See also Learning Object, page Glossary-5,Test, page Glossary-7
Course
A catalog entity that is described by attributes such as objectives and learner
competencies. It is the entity that defines and describes the learning, without specifics
such as content and delivery mode which are defined in the offering. An offering is a
child of a course.
Cross Charge
The transfer of the cost of training fees or resources between organizations,
departments, or cost centers within an enterprise.
Customer Restricted
Offerings or classes that are restricted to one or more customers (learner or
customer/order priced).
Delivery Mode
Identifies the style in which learning is delivered. Delivery modes are either
synchronous (real time) or asynchronous (self -paced), and either online (viewed
through the player) or offline (such as a class in a classroom, or a book to be read). The
four combinations are: online synchronous, online asynchronous, offline synchronous,
and offline asynchronous. Once defined, customers can name the delivery modes
whatever they wish, to describe their different styles of learning.
Descriptive Flexfields
A field that your organization configures to capture additional information required by
your business but not otherwise tracked by Oracle Applications.
See also Key Flexfield, page Glossary-
Enrollment
A status describing a learner's engagement with a learning catalog entity. For example,
a learner must enroll in a class in order to access it. You must set appropriate learner
access conditions for your offering or class to ensure that only specific learners enroll in
the class.
Glossary-3
Enrollment End
Date by which an offering or class no longer shows in the learner catalog. Learners
cannot enroll after that date.
Enrollment List
List of enrollments against an offering or class.
Enrollment Start
Date on which an offering or class shows up in the learner catalog.
Finance Header
A record of a monetary amount against a learner enrollment or a resource booking. A
finance header can consist of multiple finance lines.
Finance Line
An individual financial transaction within a finance header.
Finance Total
Total of finance lines against enrollment for a class. Finance can be of type Receivable or
Cross Charge.
See also Finance Line, page Glossary- , Cross Charge, page Glossary-3
Forum
A message board that learners and instructors use to post general learning topics for
discussion. Users can subscribe to a forum and post topics and messages for discussion.
You can create forums within a category or for a specific class.
Instructor
A person in charge of delivering a synchronous offering. Note that for backwards
compatibility, "Trainer" is the predefined name of the resource type.
Key Flexfield
A flexible data field made up of segments. Each segment has a name you define and a
set of valid values you specify. Used as the key to uniquely identify an entity, such as
Glossary-4
jobs, positions, grades, cost codes, and employee groups.
See also Descriptive Flexfield, page Glossary-3
Learner
One who enrolls and takes up a course on OLM. There can be different types of
learners: internal learners, or external learners such as customers and partners.
Learner Access
A definition of the list of learners who can access a catalog object. You can define
learner access at the category, course, offering, and class levels. An object lower in the
hierarchy derives access from the parent object (inherited access). For example, a course
inherits access that is defined for the category above it. You cannot modify access
inherited from another object.
Learning Certification
A catalog object that offers learners the opportunity to subscribe to and complete one-
time and renewable certifications. The learning certification is primarily a container for
a logical grouping of existing courses, with added attributes such as renewability and
deadlines.
Learning History
The list of past courses a learner has taken that are captured on the system.
Learning Object
An entity that defines online course content within OLM. Learning objects provide the
metadata to represent and describe the actual physical content located on the content
server. You can structure online content as a hierarchy of learning objects, to be
delivered as a single offering. OLM automatically tracks learner progress at the learning
object level.
Learning Path
A sequence of two or more courses that enables tracking of learner progress against a
higher level learning objective than is associated with an individual course. A learning
path can be created by a learner, manager, or administrator.
LMS Administrator
A role of a user in the system. This is the role of a user who is tasked with managing the
system, entering and maintaining data, and handling the setup related tasks.
Location
The physical address of a particular class or other.
Glossary-5
Manager
The manager to whom one or more learners report.
Offering
An entity under a course. Attributes such as delivery mode, language, and content
define offerings. An offering consists of one or more classes.
See also Synchronous, page Glossary-7
Offline
Learning that a learner can complete while not logged into the learning management
system. Examples include instructor led training in a classroom, paper-based study, or
CD-ROM offerings.
Online
Learning for which the learner must log into the learning management system to
participate. Online learning content is delivered and tracked by the learning
management system.
Player
The functionality within the learning management system that delivers online content.
Price
The price at which a class is charged for attendance. The price can be overwritten by
administrators and is not relevant if OM is used.
Proficiency Level
The perceived level of expertise of a person in a competence, in the opinion of the
assessor, over a given period. For example, a person may demonstrate the
communication competence at Expert level.
Question Bank
A storage of questions that are used in one or more tests.
Resource
A person or object that is necessary to deliver a class, for example, a named instructor or
a specific classroom required for a synchronous offline offering. In OLM, you create
resource types and define the resources that are available for each resource type.
Room
The physical room identifier where a class takes place.
Glossary-6
Schedule
A list of learning, and associated dates, that is due to take place for a learner or for an
instructor.
SCORM Adapter
A set of files enabling communication between your content and OLM when your
content contains SCORM CMI calls, and when your content is outside the Oracle
domain. With the SCORM adapter, the content can successfully communicate tracking
information to the learning management system irrespective of the content location. The
SCORM adapter files reside on the same content server as your content.
Session
A catalog entity that is a subset of a class. Used when a single synchronous class meets
at more than one time, or in more than one location, on more than one date, or with
more than one instructor.
Successfully Completed
A learner has successfully completed a class when the learner is verified as not only
having attended or attempted the offering, but having demonstrated competency
sufficient to achieve the competencies associated with the course.
Synchronous
An attribute of delivery mode for learning that requires a time, place, or live instructor.
Synchronous learning can be either online, such as a live web seminar, or offline, such
as an instructor led class in a physical room.
See also Delivery Mode, page Glossary-3
Test
A grouping of questions taken from question banks and delivered through the player.
Tests are designed to test explicit knowledge, skill level, and/or ability of a learner.
See also Question Bank, page Glossary-
Trainer
A predefined resource type. The Trainer resource type is named for backward
compatibility. However, the application refers to the resources of this type as
instructors.
Training Center
A place where learning occurs, or a hierarchy used for reporting on classes and
resources.
Glossary-7
Transcript
An official report that shows whether a learner has completed, attended, or failed a
class. Transcript covers for instance one larger goal such as a degree or comprehensive
goal that perhaps could be attained through successfully completing a learning path.
Web Conference
An entity that you use to deliver online synchronous classes and record these classes for
on-demand playback. You can create a Web conference for an online synchronous class
or enter recorded Web conference information for the class to associate it with a
recorded Web conference.
Glossary-8
Index
A F
Accounting (if no Oracle Financials) Finance Headers, 1-24
setting up, 1-64 Financial Relationships, 1-22
ADI Flexfields
setting up, 1-26 Accounting
Administration, 1-11 setting up, 1-64
Administrator groups
creating, 1-12 I
Alternate financial implementation steps, 1-64
Implementation Checklist, 1-3
AuditTrail, 1-34
Implementation Steps, 1-7
Implementing Oracle Learning Management
B overview, 1-1
Business Groups
defining, 1-14 K
Key flexfields
C Accounting, 1-64
Category Key Flexfields
catalog category, 1-16 Training Resources key flexfield, 1-8
Class and Enrollment Statuses
enrollment statuses, 1-16 L
Course
Locations
creating, 1-16
creating, 1-13
Cross-Charging, 1-23
Lookups
Customers, 1-15
creating Lookup values, 1-13
D O
Delivery mode, 1-16
OLM Roles, Permission Sets, and Permissions, 1-
Descriptive flexfields
37
defining, 1-9
Oracle Order Management for OLM, 1-36
Organizations
Index-1
defining, 1-14
R
Report Templates
customizing, 1-60
Responsibilities
view-all access, 1-14
S
Suppliers, 1-15
T
Training Resource Key Flexfield
setting up, 1-8
W
Waitlisting
automatic waitlisting, 1-31
X
XML Reports
configure, 1-25
Index-2