Enterprise Learning Management Rel 8.81

Description:

This class covers the activities and functions needed to set up, administer, and use PeopleSoft Enterprise Learning Management 8.81. Participants will learn how to set up learner and fee tracking data, create a learning catalog, and integrate with third-party learning content. Enrollment tasks, including managing waitlists, granting approvals, and waiving prerequisites are covered along with instructor tasks, such as marking grades and attendance. Participants will become acquainted with the self-service features that managers and learners can use to search the catalog, enroll in activities, and track progress towards learning objectives.

Learn to:

• Set up learner and fee tracking data
• Create a learning catalog
• Integrate with third-party learning content
• Work with the self-service features

Audience:

Functional Implementer

Objectives:

• Describe ELM functionality and key concepts
• Set up basic ELM data, default options, and learning environments
• Define learning objectives
• Set up organizations, learners, and resources
• Configure ELM for online learning
• Track enrollment fees and charge backs
• Create and maintain the learning catalog
• Administer enrollment-related tasks
• Perform instructor, learner, and manager tasks

Prerequisites:

Required Prerequisites:
Understanding of basic navigation and PeopleSoft concepts.
Use of control tables to enforce business rules.
Able to run processes and reports.
Introduction to PS for HRMS Rel 8.9
Human Resources Rel 8.9

Topics:

Defining Defaults and Learning Environments
Modifying Attendance, Passing, and Grading Schemes
Defining General Rules and Default Options
Optimizing Performance for Managers' Self-Service Pages
Selecting Default Rules for Enrollment and Attendance
Setting Counters for ID Numbers
Selecting Default Payment Methods
Creating Learning Environments

Setting Up Organizations and Learners
Explaining Learner Profiles
Updating Department Profiles and Creating Customer Profiles
Describing Internal Learner Setup
Viewing and Updating Internal Learner Profiles
Creating External Learner Profiles
Describing Learner Group Functions
Creating and Updating Dynamic Learner Groups
Creating Ad Hoc Learner Groups

Defining Resources
Identifying the Resources That You Can Manage with the System
Setting Up Vendor Profiles
Creating Codes for Setting Up Resources
Defining Equipment
Defining Facilities and Rooms
Defining Materials
Setting Up Instructor Profiles

Defining Learning Objectives
Describing the Purpose of Learning Objectives
Listing the Steps for Setting up Objectives
Using Imported Competency Data to Define Objectives
Defining Learning Objectives Manually
Describing Procedures for Assigning Objectives

Integrating with a Financial System
Describing PeopleSoft Financials Integration
Explaining the Purpose of ChartFields
Describing Financial Integration Tasks
Preparing ChartFields
Assigning ChartField Values to General Ledger Business Units
Explaining the Setup Steps for Transmitting Data to the General Ledger
Defining Subledger Update Options

Managing Payment Methods and Enrollment Fees
Explaining Payment Method Setup
Enabling Chargebacks for External Learners
Setting Up and Managing Training Units
Setting Up and Managing Purchase Orders
Explaining Credit Card Processing
Managing Cash and Check Payments
Posting Enrollment Fees to Subledgers
Sending Chargeback Data to the General Ledger

Configuring the System for Online Learning
Identifying Configuration Requirements for Online Learning
Listing the Supported Web-based Content Standards
Describing Import Settings for Compliant, Web-based Content
Describing Webcast Vendor Setup

Creating the Learning Catalog
Listing the Setup Steps for the Learning Catalog
Defining Keywords for Catalog Searches
Defining Delivery Method Types
Defining Categories
Selecting a Learning Environment's Primary Category
Defining Catalog Items
Defining Delivery Methods
Building the Catalog Index

Defining Learning Activities
Describing the Relationship of Components to Activities
Defining Component Types
Listing Activity Setup Steps
Defining Activity Details
Adding, Editing, and Deleting Components
Adding Materials and Attachments to Activities
Calculating Activity Costs
Listing Activity Notifications

Setting Up Sessions, Webcasts, and Assignments
Describing the Purpose of Session Components
Creating Session Components
Describing the Purpose of Webcast Components
Creating Webcast Components
Describing the Purpose of Assignment Components
Setting Up Assignment Components

Setting Up Web-based Learning, Tests, and Surveys
Describing the Purpose of Web-based, Test, and Survey Components
Creating Web-based, Test, and Survey Components
Loading AICC- or SCORM-Compliant Content

Tracking Learner Progress
The Relationship of Component Progress to Activity Progress
Rules for Setting Component Completion Status
Methods for Setting Component Passing Status
Grading and Scores
Attendance Marking for Components
The Auto Mark Activity Completion Process

Creating Curriculum and Certification Programs
Describing Programs
Setting Up Curricula Programs
Setting Up Certification and Recertification Programs
Activating and Canceling Programs
Rebuilding the Program Index
Updating Registration Status for Certification Programs
Listing Program Notifications

Tracking Supplemental Learning
Defining Supplemental Learning
Creating Rules for Reporting Supplemental Learning

Administering Enrollment
Explaining the Difference Between Enrollment and Registration
Comparing the Group and Mass Enrollment Processes
Using the Group Enrollment Process
Using the Mass Enrollment Process
Using Activity Rosters to Manage Enrollments
Using Program Rosters to Manage Registrations
Approving Enrollment and Registration Requests
Describing Enrollment and Registration Notifications

Performing Instructor and Coordinator Tasks
Viewing Teaching Schedules and Launching Webcasts
Using Rosters to Mark Grades and Attendance
Using Program Rosters

Using Self-Service Features
Listing Self-Service Tasks for Learners
Searching and Browsing the Catalog
Self-Enrolling in Activities and Programs
Managing Your Personal Learning Plan
Reporting Supplemental Learning
Managing Personal Learning Objectives
Dropping Activities and Programs
Managing Enrollment and Learning Plans for Team Members