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PeopleSoft Enterprise Learning Management 9.2 Business Process Maps March 2013
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PeopleSoft Enterprise Learning Management 9.2 Business Process MapsCDSKU elm92bpmsCopyright 1992-2013, 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
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Manage Learning Programs
Instructor
Learning Administrator
Human Resource Specialist
Define Learning Programs
Deliver Learning
Manage Learning Content
Plan Organizational Development
Needs (PeopleSoft HCM)
Determine Learning Demand
Source Learning Content
Establish Learning Budgets
Schedule and Manage Learning
Events
Define Learning Objectives
Manage Learning Catalog
Schedule and Manage Learning
Resources
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 6
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Define Learning Objectives
Instructor
Learning Administrator
Human Resource Manager
Compare learners competencies to job competency
requirements
Plan Organizational Development
Needs (PeopleSoft HCM)
Manually define learning objectives
Define Learning Objectives
Review employee competency gaps
and learning objectives
Deliver Learning
Define Learning Programs
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
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 7
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Determine Learning Demand
Learning Administrator
Human Resource Manager
Establish Learning Budgets
Plan Organizational Development
Needs (PeopleSoft HCM)
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
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 8
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Establish Learning Budgets
Learning Administrator
Review courses offered and their associated costs
Training Plan
Identify costing information
Maintain Items
Determine Learning Demand
Define Learning Programs
Review training budget information
Training Plan Budget ModelTraining Plan Summary (rpt)
Manage Learning Catalog
Develop training plan scenario and adjust
demandTraining Plan Budget
Model
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 9
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Define Learning Programs
Learning Administrator
Curricula
Create new learner group
Update existing learnergroup
membership
No changes needed
Establish Learning Budgets
Define Learning Objectives
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
Manage Learning Content
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?
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 10
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Manage Learning Content
Learning Content
Developer
Instructional Designer
Learning Administrator
No
Yes
Catalog learning content for
search capabilities
Source additional learning content?
Source Learning Content
Assemble/group learning content
Notify Learning Administrator of new content and
competencies and objectives
supported
Publish learning content
Manage Learning Catalog
Design Content to support new or
existing curriculum or certification
programs
Define Learning Programs
Create new or modify existing
learning content
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 11
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Source Learning Content
Learning Administrator
Manage Learning Content
Analyze content that is required
Identify external sources that can provide needed
content
Assess external sources
Acquire learning content
Manage Learning Catalog
Sourcing online content?
Identify source and standard for
communication between learning management and
content
Load content metadata Test contentYes
No
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 12
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Manage Learning Catalog
Learning Administrator
Manage Learning Content
Select the learner groups that can view the courses
when searching the learning catalog
Maintain Courses
Schedule and Manage Learning
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
Source Learning Content
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
Establish Learning Budgets
Define Surveys for course offeringsSurvey Definition
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 13
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Schedule and Manage Learning Resources
Instructor
Learning Administrator
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?
Schedule and Manage Learning
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
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 14
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Schedule and Manage Learning Events
Instructor
Learning Administrator
Schedule and Manage Learning
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
Manage Learning Catalog
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?
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 15
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Deliver Learning
Line Manager
Learner
Learning Administrator
Track Learning Completion
Results
Manage Learner Enrollment and
Completions
Manage Learning Programs
Manage Participant Information
Approve Enrollment Request
Request Enrollment in
Learning Event
Participate in Learning Activities
Manage Individual Learning Plans
Enroll in Learning Event
Determine Individual
Development Goals (PeopleSoft
HCM)
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 16
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Manage Individual Learning Plans
Line Manager
Learner
Learning Administrator
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
Request Enrollment in
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?
Determine Learning Demand
Participate in Learning Activities
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?
Manage Learning Programs
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
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 17
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Manage Participant Information
Learner
Learning Administrator
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
Manage Learning Programs
Update learning customer details
Customers
Subscribe to PeopleSoft HRMS for person information
EIPs: PERSON_BASIC_SYNC; WORKFORCE_SYNC;
JOBCODE_SYNC; POSITION_SYNC
Request Enrollment in
Learning Event
Internal or external learner?
Provide learning preferences (internal learners)
Learning Preferences
Provide personal profile information (external learners)
Personal Information Home
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 18
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Request Enrollment in Learning Event
Learning Administrator
Line Manager
Learner
No
YesReview Session Status
Track Training Requests
No
NoYes
Yes
Action?
Manage Participant Information
Approve Enrollment Request
Track and review the courses that an individual
has requestedMaintain Learning Requests
Manage Individual Learning Plans
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
Enroll in Learning Event
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 19
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Approve Enrollment Request
Line Manager
Learning Administrator
Learner Request Enrollment in Learning Event
Enroll 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
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 20
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Enroll in Learning Event
Learning Administrator
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
Request Enrollment in
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
Manage Learner Enrollment and
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
Participate in Learning Activities
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
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 21
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Participate in Learning Activities
Instructor
Line Manager
Learning Administrator
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
Enroll in Learning Event
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
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 22
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Manage Learner Enrollment and Completions
Instructor
Learning Administrator
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
Enroll in Learning Event
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
Participate in Learning Activities
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
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 23
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Track Learning Completion Results
Instructor
Line Manager
Learner
Learning Administrator
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?
Determine Individual
Development Goals
Manage Learner Enrollment and
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
Participate in Learning Activities
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
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 24
Oracle Legal NoticesLearningManage Learning ProgramsDefine Learning ObjectivesDetermine Learning DemandEstablish Learning BudgetsDefine Learning ProgramsManage Learning ContentSource Learning ContentManage Learning CatalogSchedule and Manage Learning ResourcesSchedule and Manage Learning Events
Deliver LearningManage Individual Learning PlansManage Participant InformationRequest Enrollment in Learning EventApprove Enrollment RequestEnroll in Learning EventParticipate in Learning ActivitiesManage Learner Enrollment and CompletionsTrack Learning Completion Results