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SAP Learning Solution Note about SAP Learning Solution


Terminology Since SAP Learning Solution is based on Training and Event Management from a technical point of view, the terms course and business event are used synonymously. New German Spelling New German spelling rules have only been used partially in SAP Learning Solution.

Activate/Deactivate SAP Learning Solution

Use Before you start customizing SAP Learning Solution as of Release 300, you have to carry out this IMG activity to adjust system settings and to settle formal system conflicts that may arise, for example, from the use of the same tables by Training and Event Management and SAP Learning Solution. The following examples relate to a variety of system adjustments in Training Management that are carried out automatically by the system in this IMG activity:
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Terminology adjustments in text tables, for example for Object type texts The object type E stands for Event in Training and Event Management and is changed to Course in SAP Learning Solution. Infotype texts In Training and Event Management, infotype 1026 is called Business Event Info, whereas in SAP Learning Solution it is called Course Info. Relationship texts In Training and Event Management, the B024 relationship is called Is location of, whereas in the SAP Learning Solution it is called Is course location of. Customizing settings in tables, such as system table T77S0: The HRLSO-HRLSO switch is set to the value X to activate SAP Learning Solution. If the value blank is entered in the switch, SAP Learning Solution is not active. The SEMIN CCDCT switch controls fee handling for bookings. Depending on whether SAP Learning Solution is activated or deactivated, this switch is given the name of the function module used for cost maintenance for bookings. If SAP Learning Solution is deactivated, the function module RH_PRICES is used. This is the standard setting. If SAP Learning Solution is activated, the function module LSO_PRICES is used. The SEMIN_CCDCT switch is automatically supplied with the function module LSO_PRICES. For more information about cost maintenance for bookings, see Fee Handling. Adjusting actions, for example: If SAP Learning Solution is active, the SAP Learning Solution infotypes are added to the D action for creating a course type, for example: Delivery Method (infotype 5007), Collaboration Room (5045), Workflow Settings (5041). If SAP Learning Solution is deactivated, the SAP Learning Solution infotypes are deleted from the D action (creating a course type). The system adjustments are carried out for all SAP Learning Solution languages. You can undo the system adjustments by setting the Deactivate SAP Learning Solution indicator and rerunning the program. Activities Set the Activate SAP Learning Solution indicator and carry out the transaction before you start customizing SAP Learning Solution for Release 300 and above. To undo your system settings for SAP Learning Solution, set the Deactivate SAP Learning Solution indicator and rerun the transaction

Execute Booking Relationship Harmonization

Note If you perform this IMG activity, all event and training data is converted to the data model for SAP Learning Solution (LSO 600). This is done depending on whether the data belongs to Training and Event Management or SAP Learning Solution. You therefore should not run Training and Event Management and SAP Learning Solution in the same system for SAP Learning Solution Release LSO 600 and above since this can lead to inconsistent data. Instead, we recommend you use only SAP Learning Solution. Use In this IMG activity, you execute a database synchronization, which is required because of changes made to booking relationships in the back-end system (Training Management) of SAP Learning Solution as of LSO 600. Sap's recommendations are as follows: 1. You must execute this IMG activity if: a) You already use Training and Event Management and you want to implement SAP Learning Solution LSO 600 (or higher). b) You use SAP Learning Solution with a release lower than LSO 600 and you want to use SAP Learning Solution release LSO 600. 2. You should execute this IMG activity before going live. 3. For performance reasons, you should not select the parameter Lock Objects Involved since this locks all courses concerned and prevents them from being processed in parallel activities in the system. Activities This IMG activity consists of the following steps: The program RHSETPADBOOK_LSO controls the enhancements for booking relationship harmonization valid as of LSO 600. It has the following sub-programs: 1. RHSETTPARTDOCNO_LSO This program creates the field TPARTDOCNO in table HRPAD25 for all booking relationships because this field has been newly added to the table. This means that legacy
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data in table HRPAD25 in the new field TPARTDOCNO is initally empty. However, this initial value in field TPARTDOCNO is invalid. For follow-up of courses and participation, the following fields were added to the booking relationship tables ( HRPAD25 and HRPAD61): CONFIRMED - Participation confirmed PASSED - Course passed FAILED - Reason for course failed FOLLOW_UP - Participation followed up 2. RHSETPAD25_LSO In the case of participation in courses (E) that were already followed up, the program sets the PASSED field in table HRPAD25 to X (passed) and the FOLLOW_UP field to X (participation followed up). 3. RHSETTPAD614_LSO For participation that was followed up but not passed, the HRPAD614-PASSED field in preLSO 600 releases was empty. As of LSO 600, the HRPAD614-PASSED field contains the value - (minus) for failed. As of LSO 600, if the HRPAD614-PASSED field is empty, it means that course participation was not rated. 4. RHSETCONFIRMED_LSO Table LSOLEARNCOMPL is invalid as of LSO 600. For all entries in this table, the bookings are read from tables HRPAD25 and HRPAD614 and flagged as confirmed. Confirmed means that the HRPAD25-CONFIRMED field contains the value X and the HRPAD614-CONFIRMED field contains the value X. Requirements You have executed the IMG activity Activate/Deactivate SAP Learning Solution. Activities Execute this IMG activity according to SAP's recommendations.

Basic Settings
In this step, you make the basic settings required for configuring Training Management. The system settings described here are essential for the smooth running of the processes of the component. Each implementation step is accompanied by a detailed explanation of how to configure the system settings to suit your company-specific requirements. The goal of the implementation guide (IMG) is to guide you through the system configuration from start to finish.

The chapters of the IMG have been structured in a sequence that enables you to successively process the steps in the most logical chronological order. Note The settings affect the following components of Personnel Management: Organizational Plan (Organizational Management - PA-OS) Personnel Development (PA-PD) Compensation Management (PA-CM) If you use Training Management with active integration, the following components are also affected: Recruitment (PA-RC) Personnel Administration (PA-PA)

Course Preparation
In this chapter, you make the required settings for the course preparation phase. In other words, you set up the master data on which your course offering is based. Further notes You can add to and update these settings later from the Training Management main menu under Current Settings.

Define Cost Items

In this step you define cost items.

Definition: cost item Training and Event Management (PE) The items stored for a business event type, business event, resource type, or resource that contribute to the overall cost of the business event. Example The cost items of the resource "Room" include: Room rental Heating Electricity.

Training Management uses cost items to determine and represent the costs incurred by courses. Cost items are also required when you want to transfer course costs to Cost Accounting, for internal activity allocation for instructors, and for determining a price proposal. You store cost items for resources, resource types, courses, and course types. Activities You are on the initial screen "Change Cost Items: Overview". Check whether the table contains cost items that suit your requirements. If it does not, create new cost items. 1. Choose New Entries. The "New Entries: Details of Added Entries" screen appears. 2. Enter an abbreviation and a long text for your cost item. 3. Enter a start and end date to define the validity period. 4. Enter a proposed amount and the required currency. This amount is proposed as default when you assign a cost item to an object (in the Costs infotype). 5. Enter a reference unit (participant and/or time unit, course).
Definition: reference unit Training and Event Management (PE) The object on which a cost item valuation is based: The possible reference units are: Attendee Business event Time unit such as day or hour Example Energy costs for a room are 10 DM for each day. The reference unit for cost item valuation is the time unit "day".

6. Specify whether the cost item is relevant for transfer. If you want to use cost transfer posting functions, you must also specify a controlling area and a cost element.

Definition: controlling area Controlling (CO) An organizational unit within a company, used to represent a closed system for cost accounting purposes. A controlling area may include single or multiple company codes that may use different currencies. These company codes must use the same operative chart of accounts. All internal allocations refer exclusively to objects in the same controlling area.

Definition: cost element Controlling (CO) Classification of the organization's valuated consumption of production factors within a controlling area. Each cost element corresponds to a cost-relevant item in the chart of accounts.

7. Save your entries. Further notes If you want to change an existing cost item, simply select the cost item concerned on the "New Entries: Details of Added Entries" screen and choose Detail. The data screen appears where you can make the required changes.

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Define Time Schedule

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In this step, you define a time schedule for courses. A schedule defines the entire timetable of a course covering multiple days, where each day can consist of up to three separate day segments.

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Definition: schedule Training and Event Management (PE) The time schedule or timetable of a business event. A schedule consists of the day schedules for the individual days of the event. Each day schedule is assigned a day segment consisting of up to three separate time blocks. You can use the time schedule you define as a schedule model and assign it to a business event type. When you create business event dates, the schedule model is proposed as the actual schedule of the event. You can adopt the schedule model or define a new one as required. Example Schedule '3 DAY' Day schedule...Day segment...Time blocks 001...........DAY..............08:00-10:00/10:30 - 13:00/14:30 - 17:00 002...........DAY..............08:00-10:00/10:30 - 13:00/14:30 - 17:00 003...........MORNING..........09:00-12:00

Definition: day segment Training and Event Management (PE) The timetable for a day of a business event (day schedule). A day segment can consist of up to three separate time blocks that do not overlap. Example Day segment Time block 1 Time block 2 Time block 3 ------DAY----- 8:00 - 10:00 10:30 - 13:00 14:30 - 17:00

Definition: day schedule Training and Event Management (PE) The timetable for one day of a business event. A day schedule is assigned a day segment containing up to three time blocks that do not overlap.

Activities You want to define a new schedule and are on the data screen "Change time schedule: Overview". 1. Choose Day segment. 2. Check whether the time blocks of the day segment displayed are suitable for one of the day schedules in your time schedule. If there is no suitable time block, choose New Entries and enter an ID for the new day segment. Assign up to three separate time blocks (that do not overlap) to the day segment by specifying a start and an end time for each. Save your entries. 3. Choose Time schedule.
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4. Choose New Entries and enter an ID and a name for the new schedule. 5. Save your entries. 6. Choose Day schedules. The data screen "Change Assignment of Day Segments to Day Schedules: Overview" appears. Specify the number of course days in your new schedule and assign a day segment to each of the day schedules. 7. Choose New Entries and under Schedule enter your new time schedule. 8. For each day schedule, enter a day number and assign a time block to each day schedule. 9. Save your entries. You have now created the complete timetable for your course. Note If you want to change an existing time schedule, use the same procedure. If you want to change the day schedules of a time schedule, you select the day schedule concerned on the initial screen and choose Day schedules.

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Set Up Building Address

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In this step, you maintain addresses for buildings. Building addresses provide information on the physical location of rooms. When you create the resource Room, you can maintain the Address infotype for it. You can reference a building address when you do so. Activities Maintain the required address by entering the name and address of the building: 1. On the initial screen "Change Building Address: Overview" choose New Entries. The data screen "New Entries: Details of Added Entries" appears. 2. Enter the long and short name of the building. 3. Where relevant, enter an address supplement (postbox, c/o). 4. Enter the house number and street. 5. Enter the postal code and city or town. 6. Enter the country key (e.g. DE for Germany). 7. Enter the regional code (e.g. 08 for Baden-Wuerttemberg). Note: You should enter the country key first and then use the possible entries help to select the regional code.
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8. Where relevant, enter the telephone number of the building. 9. Where relevant, enter a fax number. 10. Save your entries. Further notes In the step Maintain infotypes, in the "Infotypes per object type" view, you can specify which object types reference a building address. To do so, you enter the alternative screen number for the desired object type for the Address infotype (1028).

Location
In this step, you make the settings required for course locations. If you do not want to use locations, you must specify this in the step that follows. Note Settings for locations only apply to time-specific and location-specific courses (such as classroom training).

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Course Location Switch

In this step, you activate or deactivate the switch ORT depending on whether or not you want to use course locations. The value 1 activates it and the value 0 deactivates it. Standard settings In the standard system, the switch is active. Recommendation You must set this switch if you want to offer courses at more than one location. Further notes If you work with locations and activate the switch, the user must specify a location in transactions such as planning and creating courses. If the switch is active, the system carries out a check for location-dependent resources (e.g. rooms) during resource reservation. The system only proposes resources at the location concerned. For this reason, when you activate this switch, you must always relate location-dependent resources, such as rooms, with the pertinent location.

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Create Location

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In this step, you set up course locations. When you create a course, you can link it to a course location. You can also relate a location with location-dependent resources such as rooms. You create these relationships in the steps Create Room and Create Other Resources. You can record the following data for locations: Address Site-dependent additional data (currency, language, and calendar with information on public holidays in the course location) It is not mandatory to set up locations, especially if your courses are all held at the same location. You can deactivate the use of locations generally in the step Course location switch If you deactivate this switch, input in the Location fields is not mandatory. Recommendation Once you have created one object, you can create all further objects and data in the step Maintain master data via catalog. Activities You are on the "Location: Initial Screen" 1. Choose Create. The data screen "Create Location" appears. 2. Enter the long and short name of the location. 3. Maintain site-dependent additional information as required. Enter the calendar ID valid at the location. Enter the currency used at the location for settling course costs. Enter the language in which courses are usually held at the location. 4. Enter address data a required. Where relevant, enter an address supplement (postbox, c/o). Enter the house number and street. Enter the postal code and city or town. Enter the country (e.g. Germany). Enter the regional code (e.g. 08 for Baden-Wuerttemberg). Note: You should enter the country key first and then use the possible entries help to select the regional code. No input is required for Distance in kilometers as it has no relevance here. Where relevant, enter the telephone number of the location. Where relevant, enter a fax number. 5. Save your entries.
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Further notes Once you have created your first object, or if an object already exists in the system, you can use this as a reference to copy from. To do this, simply enter the number of the course location you want to use as a reference in the Location field in the "Copy from" box. All the data of the reference object will be proposed. You may overwrite this data.

Training Provider
In this section, you learn how to create external and internal training providers. External training providers are objects of type company, customer , or interested party. Internal training providers are objects of the type organizational unit. Training providers can be assigned to course types. You create this relationship in the step Create Course Type.

Specify Training Provider Types

In this step, you specify training provider types that you want to assign to organizers in Training Management. You also specify the sequence in which they are to be displayed. The training provider types you enter in the table from top down are displayed onscreen from left to right. Standard settings The training provider types delivered in the standard system are 'company', 'organizational unit', 'customer' and 'interested party'. You can define other object types as training provider types if you wish. Recommendation Since a maximum of three training provider types is displayed directly on the screen (all others being available via the arrow), we recommend that you enter the most frequently used training provider types at the top of the table. Activities
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Enter the object type abbreviations of the training provider types you want to use in the order you want them displayed.

Create Company

In this step, you set up external training providers, in other words, companies. A company can have different functions in Training Management. For example: An external independent training provider of courses, conventions and so on. A potential training provider of a course type The actual training provider of a single course A company can be assigned to an external instructor or external participant. You store address data (including telephone, fax etc.) for companies. Recommendation Once you have created one object, you can create all other objects and data in the step Maintain Master Data via Catalog. Activities
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You are on the "Company: Initial Screen". 1. Choose Create. The data screen "Create Company" appears. 2. Enter the long and short name of the company. 3. Maintain address data as required: Where relevant, enter an address supplement (postbox, c/o). Enter the house number and street. Enter the postal code and city or town. Enter the country key (e.g. DE for Germany). Enter the regional code (e.g. 08 for Baden-Wuerttemberg). Note: You should enter the country key first and then use the possible entries help to select the regional code. No input is required for Distance in kilometers. It has no relevance here. 4. Enter the telephone number of the company. 5. Enter a fax number. 6. Save your entries. Further notes Once you have created your first object, or if an object already exists in the system, you can use this as a reference to copy from. To do this, simply enter the number of the company you want to use as a reference in the Company field in the "Copy from" frame. All the data of the reference object will be proposed on the screen. You may overwrite this data. The settings you made in the step Maintain Actions affect data maintenance for companies since this step contains specifications as to what infotypes you can maintain for companies.

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Create Organizational Unit

In this step, you set up internal training providers. An internal training provider is an organizational unit that carries out seminars, training courses and so on. Organizational units are created in the Organizational Plan application component (PA-OS). Their assignment in the organizational structure of the company plays an important role. Before you create a new organizational unit, you should check whether the organizational unit has been created already. If you create a new organizational unit, you have to assign it to the organizational structure. Requirements If you want to use this training provider type, you must use the Organizational plan component (PA-OS). Also, ensure that you use the active plan version. Activities You are on the screen "Create Organization and Staffing" screen. 1. Identify the organizational unit you want to use as the parent object for your new organizational unit. 2. Choose Create organizational unit. 3. Place the cursor on the organizational unit in question and choose Create. A dialog box appears.
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4. Enter the abbreviation and the name of the organizational units that are on the same level in the structure. Ensure that the validity date you enter is correct. You can change this by choosing the function Period. 5. Save your entries. 6. Create all further organizational units in the same way. Further notes For detailed information on this procedure, refer to the chapter "Overview: Simple Maintenance" in the Winhelp documentation of Organizational Management in the R/3 Library. The settings you made in the step Maintain actions affects data maintenance for organizational units since this step contains specifications as to what infotypes you can maintain for organizational units.

Training Provider Specify External Provider

Use In this IMG activity, you enter the data that is required for communication with an external training provider in the SAP system. This communication data is assigned to an object of type U (company) in the IMG activity Create Company by means of the infotype External Training Provider (5043). Activities You are on the Change External Learning Service Provider: Overview screen. 1. Choose New Entries.
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2. Assign the external provider a numerical key. Do not use a key that starts with zero (0). This is reserved for SAP. 3. Enter the company name of the external provider. This entry is required when the External Training Provider infotype (5043) is created for an object of the type Company. It is used to help find the right entry. SAP recommends that you use the official company name of the external provider.

Specify External Service


In this IMG activity, you enter the required parameters for the services provided by an external training provider. Use The parameters you enter are used in the front end of SAP Learning Solution. Requirements You have carried out the IMG activity Specify External Provider. Activities You are on the External Training Provider: Services screen. For each external provider you specify what services are supported by the training provider. You must make an entry with the required parameters for each service supported. The possible services are prescribed by SAP and may not be changed. 1. Choose New Entries. 2. Under Ext. Provider enter the external training provider. 3. Under Service ID enter the service that is supported.

Automatically Synchronize External Learning Progress

Use

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In this IMG activity, you specify whether progress made when taking external courses, which are not stored in the SAP Training Management system, should be automatically synchronized with the SAP system or not. For more information about the automatic synchronization process for learning progress, see the documentation for the switch HRLSO TRACK.

Definition
Switch used to specify whether progress made during external course participation should be synchronized with the Training Management system of SAP Learning Solution automatically or manually when the external course is called.

Use
The switch can have the following values: The value X means that when the external course is called, progress stored in the external training system is automatically updated to the Training Management system of SAP Learning Solution. The value EMPTY/BLANK means that progress is not synchronized automatically but manually using the report Manual/Mass Learning Progress Synchronization ( RHWSTRACKING_LSO).

Dependencies
You can override the switch by maintaining the External Course Catalog Connection infotype (5042) for a course type.
Definition: course type SAP Learning Solution (PE-LSO) A classification of courses that share the same objectives, content, and delivery method. A course type is characterized by the following information (attributes): Delivery method Course type content Completion times Course content Objectives profile Target group description Participation fee Schedule Trainer Resource requirements

Delivery Methods
In this step, you create delivery methods, which are required to classify course types using the Delivery Method infotype (5007).
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Delivery Method Definition Attribute of a course type. Characterizes the course according to how it is delivered to learners. Use The delivery method is defined in more detail by its attributes. Example You can use the following delivery methods: Classroom training Virtual classroom training (VC) Web-based training (WBT) Online test Curriculum Static WBT WBT in Classroom External WBT External classroom training External VC External online test Course program

Define Delivery Methods

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In this step, you define the delivery methods you want to use in the SAP Learning Solution. You can also change the names of existing delivery methods here if you need to. If you do not want to use a delivery method, you can delete the method on the screen View Learning Solution - Change Delivery Methods. Delivery methods are defined in more detail by their technical attributes. These are stored in the SAP System and cannot be changed. Example You want to classify the traditional training courses (delivery method attribute 0001: locationspecific, time-specific, no URL required) offered to your employees in the Learning Portal as Inhouse Training and External Training. To do so, you first copy the delivery method classroom training and then change the names of the original and the new delivery methods. When you create a new course type for the SAP Learning Solution, you can assign this new delivery method to it. Standard settings The SAP System contains a delivery method for each of the delivery method attributes: Classroom training Virtual classroom training (VC) Online test Web-Based Training (WBT) Is used for courses that are played by the Content Player of the SAP Learning Solution. Curriculum Static Web-Based Training Is used for WBTs that can be started using a static link (URL) External Web-based Training An external Learning Management System is contacted when courses of this course type are booked or started. Course program Activities 1. Check and, where necessary, change the names of the existing delivery methods. 2. Delete any delivery methods you do not want to use in your system. 3. Copy a delivery method if you want to use it to describe courses in more detail or to group courses. 4. Choose Save. Further notes Make sure to use the customer namespace when you create or copy delivery methods (9000 to 9999).
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Delivery methods are assigned to course types and curriculum types by means of the infotype of the same name (5007). When you edit data from Training and Event Management, which does not use the Delivery Method infotype, the delivery method set up in Customizing under Define Default Delivery Method in the switch HRLSO DEFTF is dynamically assigned to all business event types (D) and business events (E).

Define Default Delivery Methods

In this step, you set the default delivery methods for courses and curricula. The default delivery method is assigned dynamically to a course or course type if there is no data record of the delivery method infotype (5007) stored in the SAP System. As a rule, this is the case with business events from Training and Event Management. The default delivery method is also used by default when you create a new record of the delivery method infotype (5007). Standard settings SAP supplies delivery method 0001 (classroom training) as the default delivery method for courses and course types. This method also has the delivery method attributes: location-dependent time-dependent no URL required

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Note that you can only use delivery methods with exactly these delivery method attributes as default delivery method. The default delivery method for curricula and curriculum types delivered is 0005 (Curriculum). The delivery method 0012 is delivered as the standard delivery method for the course program.

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Create Course Group

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In this step, you create course groups. You can use course groups to create a hierarchical course offering. Course types are assigned to course groups. You maintain this relationship when you carry out the step Create Course Type Example Course group (level 1): Course group (level 2): Course types: Language Courses English Courses Beginners English, English II

The data that you enter for course groups affects the following information: General Description: The text you store here can be issued in the course brochure (report RHKBRO00). Relationship - "belongs to course group": Here you can assign the higher-level course group to a course group. The course group hierarchy is always created from the top down. Info Course Group: In this infotype you can classify a course group as "subject area" that can be selected on the search screen of the Employee Self-Service Training Center (PVI7) when searching for courses (i.e. you can use this infotype to select course groups as search criteria). Recommendation Once you have created an object, you can create all further objects and data in a structure in the step Maintain Master Data via Catalog. Activities 1. Enter the following on the initial screen: If you are using external number assignment, enter a number for the course group you want to create in the Course group field. Enter the validity start date of the object in the Validity field. If you are using internal number assignment, simply enter the validity start date of the object and choose Create. 2. Enter the relevant data for the course group on the data screen. 3. Choose Save. Further notes Once you have created your first object, or if an object already exists in the system, you can use this as a reference to copy from. To do this, simply enter the number of the course group you want to use as a reference in the Course group field in the "Copy from" frame. All the data of the reference object will be proposed on the screen. You may overwrite this data.
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The settings you made in the step Maintain Personnel Actions affect the data maintenance activities you can carry out for course groups since this step contains specifications regarding what infotypes you can maintain for course groups.

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Create Course Type

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In this step, you create course types. A course type is a general description of a course. Course groups, types, and courses together make up the course offering. The data you store for the course type is proposed as default values when you create or plan course types. You may overwrite these proposals.
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When you create a new course type, you can use an existing one as a reference to copy from. Here, too, you may overwrite the default values that are proposed. You can maintain the following infotypes for course types: Delivery Method This infotype specifies the delivery method used to impart or deliver the course type (e.g. classroom training, Web-based training, virtual classroom). The attributes of the delivery method can, for example, tell you whether the course is location-dependent and/or time-dependent. Other infotypes must be maintained in connection with the delivery method. Example If you choose the delivery methods Web-based training or online test, you have to maintain the infotypes Course Content (5006) and Completion Specifications (5008). You do not have to maintain these infotypes for course types with the delivery method classroom training. On the initial screen Create Course Type, select the delivery method. If you select a course type that does not require maintenance of infotype 5006, this infotype is not offered for editing on the data screen. Notes The delivery method Curriculum is not offered for editing course types. When you create curriculum types to which the delivery method Curriculum is automatically assigned, there is a separate transaction available. For more information on this, refer to the documentation of the Customizing activity Create Curriculum Type (in the Implementation Guide for Training Management under Course Preparation). For more information on delivery methods see Define Delivery Methods. Course content (only for delivery methods Web-Based Training and online test) You use this infotype to create a link between the course type and the documents from the course content repository. Completion Specifications (only for the delivery methods Web-Based Training and Online Test) In this infotype you enter the time specifications for location-independent delivery methods (for example, WBT). Possible entries: Maximum completion time Minimum completion time Optimum completion time Licensing period specification The course is only available in the period entered here. Last availability date
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In addition, you can specify options for follow-up processing of courses of this type (this overrides the general settings made in Customizing for Training Management under Recurring Activities -> Follow-Up Processing -> Define Learning Progress Control for this course type). Description This infotype consists of the subtypes extended course type text, course content, and notes. The texts you store here can be included in the course brochure. Prices In this infotype you can store an internal and an external price for the course type. The internal price is used for internal activity allocation purposes, while the external price is used for billing purposes. You can determine a price proposal for a course by choosing Proposal. This requires that you have already maintained the following data: internal currency costs, capacity, and time schedule. If you want to use the price proposal function, you must first maintain the abovementioned data and then the Prices infotype (1021). Main schedule pattern In this infotype you create a subtype of the Schedule Model infotype that defines the time schedule of a course type. You have the option of creating a schedule with pattern (in the step Define Time Schedule), a schedule without a pattern, or a user-defined schedule. Capacity In this infotype you can store a minimum, optimum, and a maximum number of participants for the course type. The capacity that is specified for a course type is used in the first instance as a default value for the capacity (number of participants) that is specified for a course. The total capacity is determined from the course capacity and the room capacity. The Capacity infotype (1024) plays a role in the following functions: Bookings: the total capacity (course and room capacity) defines the borderlines between normal, essential, and waiting list bookings. Resource selection: the system uses the capacity specified for the course when proposing suitable resources for the course. It assigns a suitability value to resources based on this. The closer the capacity of the resource is to the course capacity, the better suited the resource is for the course, and the higher the suitability value assigned to the resource as a result. Price proposal: when determining a price proposal for a course type, the system uses the optimum capacity defined. Note The capacity stored for the course type is automatically read if no capacity is stored for the course itself. Course type info
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In this infotype you can specify whether the course type is a convention. In addition, you can specify whether the course type is to be included in the brochure. When you create the course brochure, you have the option of including only selected course types in it. You make this specification when you set this indicator for the course type. The No Intranet indicator lets you specify that a course type is not published in the Learning Portal of the SAP Learning Solution. In this infotype, you also make specifications for internal participants and instructors with respect to the Time Management component. No integration: You select this indicator to deactivate integration with Time Management so that no attendance records are written to PT for participants or instructors and no availability checks are performed. Allowed in time off: You select this indicator to allow a person to be booked as participant or instructor regardless of whether time off records exist for the person in PT. Minimum percentage (for participants): You use this option to specify a minimum percentage participation required in a course. The percentage you enter is the minimum time a participant must be present at a course to prevent the booking being considered invalid and automatically canceled as a consequence. The value you enter here overrides the setting for this course type made in the SEMIN TIMEP entry in Specify Attendance Types. Note The Time Management settings (No integration, Allowed in time off and minimum percentage), which you can specify here, are only displayed when integration with PT is active. Validity period (Depreciation meter/Validity infotype 1025) In this infotype you can specify the period of time during which participation of a course is valid as a prerequisite for participation of a follow-up course. Relationships In Training Management, information and attributes of objects are stored in infotypes and relationships. You can store the following relationships for course types in the Relationships infotype: "Belongs to course group": Here you specify the higher level course group. "Requires resource type": Here you specify the resource types that are needed to carry out a course of this type. Caution! You must maintain this relationship if you want to use resources in Training Management.
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If you want to use the resource types Instructor and Material, you must also maintain the following relationships: "Is held by" (for the resource type Instructor) and "uses for participant/course material" (for the resource type Material). "Is held by person"/"... user"/"... external person"/ "... contact person": You specify the instructor(s) to be proposed for the course type as a rule here. "Imparts qualification": Here you specify the qualification attained by attending a course of this type. This relationship is used for the check the system carries out for participation prerequisites and when transferring qualifications to participants during follow-up processing. This information is stored in the Procedure infotype, which you also maintain for the course type. "Has prerequisite course type": Here you specify the course type that is specified as a prerequisite for participation. In the Procedure infotype and under Participant Checks you can specify whether a check is carried out for this prerequisite during booking transactions. "Has prerequisite qualification": Here you specify the qualification that is specified as a prerequisite for participation. In the Procedure infotype, and under Participant Checks you can specify whether a check is carried out for this prerequisite during booking. "Is planned for job": This relationship lets you define the target group (represented by the object type 'Job') of a course type. Target group information can be included in the course brochure. "Is organized by organizational unit"/"... company": Here you specify the training provider. The information stored here as to whether the training provider is internal (organizational unit) or external (company) is used for billing and activity allocation purposes and for the Correspondence function. "Uses material (for participant)": Here you specify the material that is required per participant. You specify object types, not concrete materials. For example, you can specify that the course type requires the material type 'Course book' per participant. "Uses material (for course)": Here you specify the material that is required per course. For example, you can specify that the course type requires the material type 'overhead projector'. "Cost center assignment": Here you relate a cost center with the master cost center (for accounting purposes for the cost items of a course).
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"Has participant appraisal model"/ "has course appraisal model". You can specify what forms of appraisal you want to use for courses of this type as participant appraisals and as course appraisals. The entries you make here override the settings made under Set Up Control Parameters. Further information On this tab strip, you can maintain the following infotypes for the course type: Course demand Here you can specify the demand that exists for courses of this type per quarter, per location, and per language. However, we recommend that you determine demand in the dynamic Planning menu instead. Billing/Allocation Info Here, you assign course types to sales areas. You need sales areas when you carry out billing for courses. You also specify the controlling area and the activity type for internal activity allocation. Costs Here you assign costs to course types. The costs are subdivided into cost items. Before you can maintain the Costs infotype, you must carry out the step Define Cost Items. Procedure In this infotype you determine how the system should react in the case of checks for double bookings, double prebookings, participation prerequisites and qualifications. In addition, you specify what follow-up actions are to be executed during follow-up processing. When you create the Procedure infotype for a course type, you override the general settings you made for course types in the steps Participation Checks and Control Data. Knowledge Link This infotype allows you to link up with SAP's info database from the Training Management application component. For example, you can create a link between a course type and the training materials used to teach it. Activities 1. On the initial screen, enter the following data: If you are using external number assignment, enter a number in the course type field for the object you want to create. In the Validity field, enter the validity start date of the object. If you are using internal number assignment, just enter the validity start date of the object and choose Create.
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The dialog box Delivery Method appears. 2. Select the required delivery method and choose Transfer. The Course type: Data Screen appears. 3. Enter a short and a long text for the course type. 4. Enter data for the course type on the data screen as required. Do so by maintaining the relevant infotypes via the tab strips. 5. Save your entries. Further notes Once you have created the first object or if an object already exists in the system, you can use this as a reference to copy from. To do so, enter the ID of the course type from which you want to copy in the Course type field in the 'Copy from' box. All of the data of this object is proposed on the data screen. You may overwrite this data as required. The settings you made in the step Maintain actions affect data maintenance for course types since this step contains specifications as to what infotypes you can maintain for course types.

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Create Curriculum Type

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Use In this step, you create curriculum types. A curriculum type represents a structured training program that is designed to impart a coherent set of skills and knowledge, whose elements build upon one another. Technically speaking, a curriculum type is a special brand of course type that contains other course types as elements. Curriculum types are used like course groups in a hierarchy of course groups. The data you enter for the curriculum type is proposed as default values when you create or plan curricula. You can overwrite the defaults. When you create a new curriculum type, you can use an existing one as a template from which to copy the new object. You can overwrite the default values proposed. You can maintain information for the curriculum type using the following infotypes: Delivery Method

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This infotype specifies the delivery method used to impart or deliver the course type (e.g. classroom training, curriculum). You must always use the delivery method Curriculum or a copy of it for curriculum types. Note You cannot edit this infotype. It contains the default delivery method for curricula, which you set in Customizing for the SAP Learning Solution under Training Management -> Course Preparation -> Delivery Methods -> Define Default Delivery Methods in the switch HRLSO DEFCF. For more information, refer to: Define Default Delivery Methods. Description This infotype consists of the subtypes extended course type text, course content, and notes. The texts you store here for the curriculum type can be included in the course brochure. Course type info You make the following specifications in this infotype: You can specify that the curriculum type is included in the course brochure. When you start the report to generate the course brochure, you can select the option Selected course types only. You make this selection when you set the indicator include in course brochure for the course type. Setting the convention flag has no impact on curriculum types. If you do not want curricula of this curriculum type displayed in the Learning Portal of the SAP Learning Solution, select the No Intranet indicator. Relationships In Training Management, information and attributes of objects are stored in infotypes and relationships. You can store the following data for curriculum types in the Relationship infotype: "Belongs to course group": Here you specify the higher-level course group. "Is organized by organizational unit"/"... company": Here you specify the training provider. "Has prerequisite course type": Here you specify the course type that is specified as a prerequisite for participation. In the Procedure infotype (1030), you can specify whether a check is carried out for this relationship during booking. (By doing so you can override the general settings made in Customizing for Training Management under Day-to-Day Activities -> Booking -> Participant Checks for this specific curriculum type.) "Has prerequisite qualification":

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Here you specify the qualification that is specified as a prerequisite for participation. In the Procedure infotype (1030), you can specify whether a check is carried out for this relationship during booking. (By doing so you can override the general settings made in Customizing for Training Management under Day-to-Day Activities -> Booking -> Participant Checks for this specific curriculum type.) "Imparts qualification": Here you specify the qualification attained by participation in a curriculum of this type. This relationship is used for the check the system carries out for participation prerequisites and when transferring qualifications to participants during follow-up processing of the curriculum. You can also maintain the Procedure infotype for the curriculum type (see below). "Is planned for job": You use this relationship to specify the target group (represented by the object type Job) for which the curriculum type is intended. Information about the target group can be printed in the course brochure. "Is mandatory for job": The purpose of this relationship is to display notes and messages in the Learning Portal to inform job holders that a given curriculum type is mandatory for their job (if the curriculum type has not already been completed by the job holder). Further Information On this tab page, you can maintain the following infotypes: Procedure In this infotype, you instruct the system how to react during checks carried out for curricula and participants for double bookings, double prebookings, participation prerequisites, and qualifications. In addition, you specify what follow-up actions are to be executed during follow-up processing. When you create the Procedure infotype for a curriculum, you override the general settings made in Customizing for Training Management under Participant Checks and under Control Data Web Link This infotype lets you link a curriculum type with URL addresses. Requirements You must have previously defined a delivery method for curricula and specified this as the default delivery method (in Customizing for the SAP Learning Solution under Training Management -> Course Preparation -> Delivery Methods -> Define Default Delivery Methods). Activities The following steps are involved in creating a curriculum type:
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You create a curriculum type by maintaining and then saving the required infotypes for it. You assign the curriculum type the course types that are to be completed for the curriculum (using the function Create Curriculum Type Element). To create a curriculum type: 1. On the Curriculum Type: Initial Screen, enter the validity start date of the object in the Validity field. 2. Choose Create. The Curriculum Type: Data Screen appears. 3. Enter a short and a long text for the curriculum type. 4. Enter data as required for the new curriculum type. Do so by maintaining the relevant infotypes via the tab strips. 5. Save your entries. The Editing Type dialog box appears. 6. Select the editing type for the curriculum type elements. The following options are available: Exit editing now Create new curriculum type elements (continue -> Create curriculum type elements) Copy curriculum type elements (when creating by copying, continue -> Copy curriculum type elements) If you have not exited editing, the Create Curriculum Type Elements screen appears. 7. Add course types as curriculum type elements with and without sequence rules by choosing insert line (to remove course types, choose Remove element). 8. Change the position of curriculum type elements with sequence rules by choosing one position forwards or one position back. 9. Save your entries.

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Maintain Master Data via Catalog

In this step, you can create all of the master data used in Training Management in one step with the help of a catalog structure. If you have already set up master data, this is displayed in the form of a hierarchy. You can create a new object underlying a particular object in the hierarchy by positioning the cursor on the object in question. You then enter the relevant data for the new object. The system proposes allowed relationship types and all other infotypes. You can change or delete an object via the catalog. You can create relationships for existing objects by choosing Create relationships. You can find detailed information on creating the individual objects in the relevant steps: Create Location Create Company
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Create Organizational Unit Create Resource Type Create Room Create External Instructor Create Other Resources Create Course Group Create Course Type Recommendation Once you have created your first object, or if an object already exists in the system, you can use this as a reference to copy from. To do so, select the object concerned and choose Create by copying. Activities Change or extend your master data. Further notes Note that the settings you made in the step Maintain Actions affect master data maintenance since this step contains specifications as to what infotypes can be maintained for the individual master data objects.

Resource Management
In this step, you make the settings required for resource management.

Control Elements

In this step, you set up resource reservation enhancements using the user exit SEMIN RESOC. This gives you direct access to resource reservation tables of Training Management. Standard settings
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The standard system contains the sample function module RH_ALLOCAT preset. Recommendation Copy the sample function module to the customer name range. Further notes For more information, refer to the documentation for the function module RH_ALLOCAT.

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Create Resource Type

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In this step, you create resource types.


Definition: resource type Training and Event Management (PE) The typical attributes of resources at the level of the event type. The following categories of resources exist: Room Instructor Material Other resource

By assigning resource types to a course type, you create utilities that could be required for a course. You assign the actual utilities (resources) required to the individual courses. Rooms where seminars or courses take place can be combined to form the resource type 'Room'. The advantage of this is that you can designate several rooms that have the same equipment as a resource type. You record data for resource types under the following headings: Capacity
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Under capacity, you can specify the maximum, optimum and minimum number of places available. The system uses this data for checks against the course or course type capacity during booking transactions. Costs You can assign costs (sub-divided into cost items) to resource types. These can be transferred to Controlling and can be used to calculate a price proposal for a course. Availability indicators Under availability indicators, you can specify the conditions attached to resource types relevant for course planning. You specify whether a resource type is flagged as 'required', which means that it must be available for the course. You also specify the quantity required per course or per participant. Caution Only resources flagged as 'required' are reserved during automatic resource reservation. Example The course type "Elementary English" requires the following: Room (must be included in the planning) Instructor (must be included in the planning) Various course materials etc. Requirements Before you can maintain the Costs infotype, you must carry out the step Maintain Cost Items. Before you can maintain data for the alternative resource search feature in the Availability Indicators infotype, you must carry out the step Maintain Relationships. Recommendation Once you have created one object, you can create all other objects and data in a structure in the step Maintain Master Data via Catalog. Activities 1. Enter the following on the initial screen: If you are using external number assignment, enter a number for the resource type you want to create in the Resource type field. Enter the validity start date of the object in the Validity field. If you are using internal number assignment, simply enter the validity start date of the object and choose Create. 2. Enter the relevant data for the resource type you want to create on the data screen. This involves maintaining the availability indicators for the resource type: You specify whether the resources of the resource type are rooms, instructors, material, or other resources.
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You specify whether the resources are location-dependent. This information is essential for rooms when you work with multiple locations since otherwise the resources will not be offered for reservation. You specify whether the resource is 'required', that is, essential for the course. You also specify the required quantity per course or per participant. You can assign a priority to resource types. The priority you assign determines the order in which resources are presented for reservation during creating or planning transactions. For example, the first resource presented for reservation is the resource type 'room', then the instructor, and so on. In the case of the resource types Instructor and Material, you must also specify the object type to be used (for example P for persons or H for external persons) in the alternative resource search feature. 3. There are two possible ways to continue editing: If you do not wish to use the "Fast data entry" function, just save your entries. If you wish to use the fast data entry function, choose Fast data entry. When you do so, you will remain on the data screen. 4. Continue to enter further objects and data, saving your entries each time with Save. You remain in the fast entry mode until you choose Back. Further notes Once you have created your first object, or if an object already exists in the system, you can use this as a reference to copy from. To do this, simply enter the number of the resource type you want to use as a reference in the Resource type field in the "Copy from" box. All the data of the reference object will be proposed on the screen. You may overwrite this data. The settings you made in the step Maintain Actions affects data maintenance for resource types since this step contains specifications as to what infotypes you can maintain for resource types.

Resources
In this section, you learn how to create resources. We distinguish between three types of resources, each of which is dealt with in a separate step. Rooms, for example, require information such as capacity data. In the case of external instructors, you can store information on the company to which they belong. All other resources are classified as 'other resource'.

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Create Room

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In this step, you create rooms as resources. By room, we mean the physical venue of the course, with details such as the building and the room number or name. Several rooms that contain the same kind of equipment and are therefore suitable for the same purpose can be combined to form a resource type. You can create rooms in "active" or "planned" status. Planned status does not actually occur in the Training Management component. Planned status can be used, nevertheless, to include required resources in the system that have not yet been acquired. A resource can also go through the complete planning cycle (active -> planned -> submitted -> approved/rejected). You can store the following data for rooms: Capacity Enter the minimum, optimum or maximum capacity of a room that may differ from the capacity defined for that resource type. During a booking transaction, the system checks the capacity stored here against the capacity stored for the course type or course. Address
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Enter the address of the building in which the room is located, as well as the room number and, where applicable, telephone and fax numbers. Costs Enter the costs of the resource 'room' subdivided into cost items. Relationships 'Belongs to location' Enter the location of the building here (town or city). If you are using course locations and have activated the location switch, this relationship is mandatory since otherwise the system cannot find the resources for resource reservation. 'Is a specialization of' the resource type Enter the relevant resource type for the resource here. Caution! You must set the 'location-dependent' indicator under availability indicators for the resource type Room if you want to use locations. 'Is equipped with resource type' Enter the resource type that the room automatically contains here. This relationship is also used during course planning. Example We have resource type 1 - SAP Training Room. This resource type contains resource 1: room S3 and resource 2: room 36. Requirements Before you can maintain the Address infotype, you must carry out the step Maintain building address. Before you can maintain the Costs infotype, you must carry out the step Define cost elements. Recommendation Once you have created one object, you can create all other objects and data in a structure in the step Maintain master data via catalog. Activities 1. Enter the following data on the initial screen: If you are using external number assignment, enter a number for the room you want to create in the Room field and the validity start date of the object in the Validity field. If you are using internal number assignment, simply enter the validity start date of the object and choose Create. 2. Enter the relevant room data on the screen, in other words, the capacity and the relationship with a location.
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3. There are two possible ways to continue processing: If you are not using the "Fast data entry" function, save your entries. If you want to use the "fast data entry" function, choose Fast entry. You remain on the data screen. 4. Enter all further objects and data and choose Save each time. To leave the fast entry mode, choose Back. Further notes Once you have created the first object or if other objects already exist, you can use these as references to copy from. To do so, enter the number of the object you wish to use as a reference in the field Room in the 'Copy from' frame. The system will propose all the data of the object on the screen. You may overwrite this data. The settings you made in the step Maintain actions affects data maintenance for rooms since this step contains specifications as to what infotypes you can maintain for rooms.

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Create External Instructor

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In this step, you create external instructors, that is, persons who are not part of the HR master record. You can store the following data for external instructors: Address Mail address Relationships Belongs to company Enter the name of the company to which the instructor belongs, if applicable. Is instructor for course type Enter the course type which the instructor can teach or deliver. Requirements
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Before you can maintain the "Mail address", you have to carry out the step Set Up Mail Connection. Recommendation Once you have created one object, you can create all other objects and data in a structure in the step Maintain Master Data via Catalog. Activities 1. Enter the following on the initial screen: If you are using external number assignment, enter a number for the external instructor you want to create in the External instructor field and the validity start date of the object in the Validity field. If you are using internal number assignment, simply enter the validity start date of the object and choose Create. 2. Enter the relevant data for the external instructor on the screen. 3. There are two possible ways to continue processing: If you are not using the "Fast data entry" function, save your entries. If you want to use the "fast data entry" function, choose Fast entry. You remain on the data screen. 4. Enter all further objects and data and choose Save each time. To leave the fast entry mode, choose Back. Further notes Once you have created the first object or if an object already exists, you can use this as a reference to copy from. To do so, enter the number of the object you wish to use as a reference in the field External instructor in the 'Copy from' frame. The system will propose all the data of the object. You may overwrite this data. The settings you made in the step Maintain Actions affect data maintenance for external instructors since this step contains specifications as to what infotypes you can maintain for external instructors.

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Create Other Resource

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In this step, you create all resources needed for carrying out training courses, conventions etc. other than rooms, external instructors, or material from the material master record. Such resources can be created in status 'active' or 'planned'. For information on applying statuses, see the step Create Room. You can store the following data for resources: Costs Under costs, you can assign costs (sub-divided into cost items) to resources. These costs can be transferred to CO and used to calculate a price proposal for a course. Relationships: Belongs to location This relationship is used for location-dependent resources. You specify the location of the resource here. Is a specialization of resource type

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You specify the relevant resource type for the resource. This relationship is taken into account during course planning. Requirements Before maintaining the Costs infotype, you must first carry out the step Define Cost Items. Recommendation Once you have created one object, you can create all other objects and data in a structure in the step Maintain Master Data via Catalog. Activities 1. Enter the following on the initial screen: If you are using external number assignment, enter a number for the resource you want to create in the Resource field and the validity start date of the object in the Validity field. If you are using internal number assignment, simply enter the validity start date of the object and choose Create. 2. Enter the relevant resource data on the screen. 3. There are two possible ways to continue processing: If you are not using the "Fast data entry" function, save your entries. If you wish to use the "fast data entry" function, choose Fast entry. You remain on the data screen. 4. Enter all further objects and data and choose Save each time. To leave the fast entry mode, choose Back. Further notes Once you have created the first object or if other objects already exist, you can use these as references to copy from. To do so, enter the number of the object you wish to use as a reference in the Resource field in the 'Copy from' frame. The system will propose all the data of the object. You may overwrite this data. The settings you made in the step Maintain Actions affect data maintenance for other resources since this step contains specifications as to what infotypes you can maintain for other resources.

Locking Resources
In this step, you make the settings required for locking resources of the type Room.

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Create Service

In this step, you set up an object of the type VE, that is, a service. You need this object to enable you to lock resources. Activities Create the service by defining an object name and a validity period for it. Note: In Training Management, you do not create any relationships between resources and services. Once you have created a service and flagged it as the service for lock administration, the system automatically creates reservation records (relationship A023 "reserves") when resources are locked. These relationship records are automatically deleted when the resources are unlocked again.

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Specify Service for Lock Administration

In this step, you enter the value for the service you want to use as 'the lock object' for resources. Activities Select the service that you specified for locking resources in the step "Create service". Standard settings The standard system contains a preset value for this.

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Control Elements

Use In this IMG activity, you enter values for control elements that are evaluated in the SAP Learning Solution. You can enter values for the following control elements: Create Curriculum with Overlapping Participation Percentage Learning Objectives to Be Achieved Percentage Learning Objects to Be Completed Include Achieved Learning Objectives as Success Criteria Include Completed Learning Objects as Success Criterion Allowed Number of Accesses to Course Content

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Switch Off Overlap When Creating Curriculum Definition Switch off check. The curriculum check determines whether courses located at different positions in the curriculum overlap with one another. Use When you create a curriculum, the system identifies and removes courses from the selection that are situated before other courses in the curriculum or that overlap with existing courses. This ensures that courses in the participant's curriculum do not overlap. The curriculum can then be booked. If you enter X for the switch HRLSO ECOVL, this check is omitted and courses can be selected from any position of the curriculum from start to finish. The advantage of this is that it lets you reduce the intervals between the various courses in the curriculum. It may happen however, that a participant cannot be booked for the resulting curriculum, for example, if there are no suitable dates scheduled for a given position. Example You enter X in the switch field. In the SAP System: The check for overlapping courses is switched off. Thus, the positions in the curriculum may have courses that overlap. You leave the switch blank as in the standard system. In the SAP System: The check for overlapping courses is switched on. Positions in the curriculum have no overlaps.

Include Achieved Learning Objectives as Success Criteria Definition Specifies options for course follow-up including: Specification of what percentage of the learning objectives must be achieved in order to pass a course. Specification of what percentage of the learning objects must be completed in order to pass a course. You can combine the two specifications. If you exclude both specifications, a course is considered passed as soon as it has been booked and started. Allowed Number of Accesses to Course Content Definition The maximum number of times course content, which is played on the Content Player, may be accessed from the Learning Portal. Use The value you enter here specifies the number of times course content may be called from the Learning Portal. If you enter the value 0, there is no limit to the number of times course content may be accessed. Dependencies You specify the default value for the Allowed Number of Accesses in the system table T77S0 under the group HRLSO and the semantic abbreviation MXACC. The value you enter is used as the default if no specific value is stored for a course type in the Completion Specifications (5008) infotype. The value entered for Allowed Number of Accesses has no impact on the Maximum License Period , which is also stored in infotype 5008. Both fields restrict the availability of course content. Note that the number of times course content is accessed when edited in offline mode is not logged. It does not make sense (in most cases) to allow offline editing for courses for which content access should be limited. Example In the Completion Specifications infotype (5008), the value 3 is stored for Allowed Number of Accesses. The course content may only be accessed three times. After the third access, the link to the content is no longer available to the learner in the Learning Portal. If you enter 0, the content can be accessed as often as desired. Note For more information on changing accesses, refer to the documentation for the transaction. Choose Help -> Application Help.

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Course Offering
In this step, you make the settings required for setting up a course offering.

Control Elements

You make or check the following settings for course completion: You specify a time frame for the course preview period (FORCA switch): The course preview period is the time period taken by the system for the course offering that exists for a course type. The start date is the system date. The end date is calculated as the system date plus the period specified in days. You specify a standard capacity (number of participants) for the course (SEMIN KAP switch): The value you enter here is taken as the default capacity if you do not maintain a specific capacity for the course type. You specify the planning period (PFORC switch): Here you enter the period used as the basis for course planning. Standard settings The following values are preset in the standard system: FORCA: 90 KAP: 99 PFORC: 360 Activities Set the required defaults to be used for online processing.
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Day-to-Day Activities
In this step, you make the settings required for the day-to-day activities in Training Management, that is, for all of the booking-related activities.

Control Elements

In this step you can make the following settings: 1. In the SEMIN HISTO switch, you can specify the message type output if a user attempts to change (cancel, rebook, replace) a booking with a historical record flag. 2. In the SEMIN WKAPM switch, you can specify the maximum capacity for waiting list bookings. In other words, you specify what percentage of the maximum number of participants may be booked on the waiting list. 3. In the SEMIN WKAPT switch, you can specify the message type that is output when the waiting list has reached maximum capacity. The following message types are available: Message type (Blank) Meaning No check, no message is output -> changes/bookings
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are allowed.

E (error message)

No change/no booking is allowed.

W (Warning)

Once you confirm the warning, change/booking can be made.

I (Information) Standard settings

Change/Booking can be made.

There are no message types set in the standard system. There is no maximum waiting list capacity set. Recommendation Set the message type E if you do not want to allow changes to historically recorded bookings or if you do not want the maximum capacity of the waiting list to be exceeded. Activities 1. In SEMIN HISTO, enter the message type that should appear if a user attempts to change a historically recorded booking. 2. In SEMIN WKAPM enter a percentage value to specify the maximum number of waiting list bookings allowed. 3. In SEMIN WKAPT enter the message type that should appear if a user attempts to make a waiting list booking after the maximum capacity has been reached.

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Prebook

In this step, you specify whether the system should access the course offering (if there is one) when a prebooking is made for a course type. Standard settings In the standard system, the value 1 is preset. This means that the course offering is read when prebookings are made. You deactivate this setting by changing the value to 0. Activities Only change the Value of the semantic abbreviation for the SEMIN OFFER entry if the system should not read the course offering when prebookings are made.

Booking
In this section, you make the settings required for booking participants for courses.

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Specify Participant Type Control Options

Use These parameters determine what participant types appear onscreen for the functions prebook, book, rebook, replace, and cancel. These settings also control the order in which participant types are offered for editing. You can specify a maximum of 6 participant types under Sort in the number range 01 to 06. Note The sort sequence function only lets you specify the display sequence, it does not enable you to hide certain participant types. On the Detail screen, you enter the following data for the participant types: Individual participant: You can set this indicator for participant types that do not belong to a group. Relevant for Internet: This setting determines, for example, whether the participant type is included during user maintenance for Internet applications. Organizational assignment: Here you specify the evaluation path used to determine a participant's organizational assignment. For example, the organizational assignment of a participant of the type 'Person' is determined via the job (evaluation path P-S-O), and for a participant of the type 'External Person' via relationship A003 ("belongs to"). Function module - organizational assignment: Instead of specifying an evaluation path, you can specify a function module used to determine organizational assignment data for a participant. Billing and allocation information:
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You specify the settlement type (billing, activity allocation, or free of charge) used to settle costs for the participant type. This settlement type is proposed as default when you use the function 'Book with Fee' for a participant of this type. Cost center assignment of the participant type. This data is required for activity allocation of participation fees. The value you enter here is also proposed as default. Function module - cost center assignment: Instead of specifying a cost center, you can specify a function module used to determine the cost center assignment of a participant. Note These two settings are required for internal activity allocation of participation and cancellation fees. Activities Make the required settings for each participant type. You access the data screen for maintenance by double clicking the participant type concerned or by choosing Detail. Save your entries.

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Participant Checks

In this step, you specify system reactions when checks are carried out for bookings and prebookings. In other words, you determine what messages are output when certain data constellations occur. The following checks are available: Check for bookings for the same course type Check for prebookings for the same course type Check for participation in prerequisite courses required for participation in this course type Check for prerequisite qualifications or alternative qualifications required for participation in a course The SAP System can output the following kinds of messages: Warning (W) Error message (E) Information (I) You can also specify that no check should be carried out (blank). Checks can be performed separately for internal and external persons. Activities
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Specify what checks are to be carried out and what messages output by the SAP System. Further notes The specifications you make here can be overridden by any settings you make for the course type in infotype 1030 (Procedure).

Conflict Reaction

In this step, you specify system reactions in the event of time conflicts that might arise when participation is booked. You do so by specifying a message type in the following situations: In the period of the course, the participant is already booked as instructor (entry SEMIN TEREF) participant (entry SEMIN TETEI) The following message types are available: - (Space): No entry indicates that no check is carried out for time conflicts. E (Error): When an error message is output, you cannot make the booking. You must find an alternative date.
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W (Warning): A warning message is output. You can ignore the warning and make the booking simply by confirming the warning. I (Information): An information message simply informs you of the time conflict. You can continue processing. Standard settings In the standard system, no message type has been preset. No check for time conflicts is carried out. Recommendation You should set the message type to E to prevent time clashes for participants and instructors. Activities Set the message type you require for instructor/participant conflicts and participant/participant conflicts.

Fee Handling

In this step, you make the required settings for fee handling. Under SEMIN CCDCT you can enter a function module for alternative participation and cancellation fees. Under SEMIN CCOST you specify whether or not fees are levied in Training Management for bookings. The value 1 indicates that fees are charged. The value 0 indicates that no fees are charged. If you set the value at 1, the price stored for the course or course type is valid for all bookings. Requirements If you want to enter a function module for the specification of alternative participation and cancellation fees, you must set the CCOST switch at 1. Standard settings
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The function module used in the standard system for this is RH_PRICES. CCOST is set at 1.

Booking Priorities

In this IMG activity, you specify booking priorities for participation bookings. Under SEMIN INPRI you specify a priority for a booking made in the Learning Portal. Under SEMIN MAXMU you specify the maximum priority for essential bookings Under SEMIN MINMU you specify the minimum priority for waiting-list bookings Unter SEMIN NPRIO you specify a default priority for normal bookings.

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Definition: booking priority Training and Event Management (PE) A two-digit number used to give different priorities to bookings. The booking priorities are: Waiting list Normal booking Essential booking Specific value ranges (priority intervals) are assigned to each of these booking priorities in Customizing. SAP Learning Solution (PE-LSO) A two-digit number used to give different priorities to bookings. The booking priorities are: Waiting list Normal booking Essential booking Specific value ranges (priority intervals) are assigned to each of these booking priorities in Customizing.

Definition: Learning Portal SAP Learning Solution (PE-LSO) Graphical User Interface (GUI) that gives learners access to all of the services of the SAP Learning Solution.

Definition: essential booking SAP Learning Solution (PE-LSO) A booking priority assigned if participation at a course is considered necessary for a participant. Bookings with essential priority cannot be removed from the participant list when the course is in firmly booked status. Bookings with normal priority can be displaced. Participants booked for a course when the optimum capacity has been reached are booked with essential priority up to maximum capacity. Note When maximum capacity is reached, no more bookings are possible. Participants can be put on the waiting list of the course. Training and Event Management (PE) A booking priority assigned if attendance at a business event is considered necessary for an attendee. Bookings with essential priority cannot be removed from the attendee list when the event is in firmly booked status. Bookings with normal priority can be displaced. Attendees booked for an event when the optimum capacity has been reached are booked with essential priority up to maximum capacity. Note When maximum capacity is reached, no more bookings are possible. Attendees can be put on the waiting list of the event.

Definition: waiting-list booking Training and Event Management (PE) A booking priority assigned if attendance at a business event is not possible because the business event is fully booked. Waiting-list bookings can be converted into attendance bookings if places become available due to cancellations or rebookings. SAP Learning Solution (PE-LSO) A booking priority assigned if participation in a course is not possible because the course is fully booked.

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Waiting-list bookings can be converted into participation bookings if places become available due to cancellations or rebookings.

Definition: normal booking Training and Event Management (PE) A priority assigned automatically or manually to bookings made before the optimum capacity defined for the event is reached. Bookings with normal capacity are assured a place on the business event. However, when the event is put in firmly booked status and the definitive attendee list is established, bookings with normal priority may be displaced by essential bookings. Note Attendees booked for an event when the optimum capacity has been reached are automatically booked with essential priority up to maximum capacity. When maximum capacity is reached, no more bookings are possible. Attendees can be put on the waiting list of the event. SAP Learning Solution (PE-LSO) A priority assigned automatically or manually to bookings made before the optimum capacity defined for the course is reached. Bookings with normal capacity are assured a place on the course. However, when the course is put in firmly booked status and the definitive participant list is established, bookings with normal priority may be displaced by essential bookings. Note Participants booked for a course when the optimum capacity has been reached are automatically booked with essential priority up to maximum capacity. When maximum capacity is reached, no more bookings are possible. Participants can be put on the waiting list of the course.

This priority is assigned to bookings unless you explicitly assign a different priority. These parameters determine up to what value (in the range 00-99) a booking is assigned any given priority. Example MAXMU = 00 -> only bookings with priority 00 are considered essential. MAXMU = 30 -> bookings with priorities 00-30 are considered essential. The default value for normal priority results from the interval MAXMU+1 and MINWL-1. Standard settings The standard system contains the following values preset: INPRI: 51 MAXMU: 09 MINWL: 90 NPRIO: 50 Recommendation You should set the values for booking prioritites one time only when you configure the system. Continually changing the values can lead to inconsistencies during capacity checks for courses. Further notes

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When you make changes, you must ensure that the following equation MAXMU < NPRIO < MINWL is retained.

Versioning SAP Learning Solution LSO 600: Authoring Environment: Versioning (New) Use
As of SAP ECC Enterprise Extension Human Capital Management 6.0 (EA-HR 600) authors can classify changes they make to content they have already published in the Authoring Environment of SAP Learning Solution. For example, they can distinguish between minor changes (such as purely formal changes) and major changes (such as content changes or structural changes when units are swapped around or remoaved altogether). For each change category the author can specify what the system reaction should be in the event of a version update for a course. You define the system reaction using a combination of three parameters: booking update, learning progress and price policy.

Effects on Customizing
Make the required settings in Customizing. To do so, choose Training and Event Management > SAP Learning Solution -> Training Management -> Day-to-Day Activities -> Versioning.

Specify Change Categories

Use In this IMG activity, you specify how changes made by authors to content that has already been published should be classified. Content changes may have different forms: Formal changes, such as corrections to spelling, punctuation, or semantics.
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Structural changes, such as restructuring individual units, swapping units and so on. Legal changes that require units to be amended, modified, or replaced When an author checks reviewed content into the Master Repository of the Authoring Environment, he or she is requested to classify the changes made to the new version as one of the above. Depending on the change category, you specify what system reaction should occur for a version update. You specify this setting in the IMG activity Specify System Reaction. Standard settings The standard system delivers the change categories minor changes and major changes. Activities 1. Draw up a list of typical changes that can be made by authors to content. 2. Group these into change categories. 3. Create more change categories if you need them.

Specify System Reaction

Use In this IMG activity, you specify for each change category what the system reaction should be in the event of a version update. You define the system reaction using a combination of three parameters: booking update, learning progress, and price procedure. Only certain combinations make sense. For example, the price procedure fee paying is always coupled with a manual booking update. In such cases, the learner has the option of deciding against a fee-paying booking for the new content version and of continuing to use the previous version of the content instead.

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In the event of a version update that is free of charge, the original participation booking is retained. The system transfers the booking to the new content version and there is only one booking record stored. In the event of a fee-paying version update, the original booking is delimited. The system makes a new booking for the new content version and the usual approval workflow is triggered. After approval, there are two bookings recorded. You can also specify the system reaction per course type. To do so, you use the Versioning Options infotype (5049). Choose Current Settingsunder SAP Learning Solution -> Settings. Activities Assign a system reaction to each change category. Example 1 There is an updated version of the course Advanced English available. The course author has made formal corrections (corrected spelling errors) to it. These are classified as minor changes. The learner is notified in the Learning Portal that a new version of the course exists. The learner launches the course. The system reaction in this case could be as follows: The content is updated automatically ( booking update). The learning progress made to date is retained. The version update is free of charge (price procedure). Example 2 There is an updated version of the course Java to include functional enhancements. The content of the course has been changed, the course itself restructured, and new units have been added. These changes also affect the course navigation and they have been classified as major changes. The system reaction in this case could be as follows: o The learner must manually confirm the version update ( booking update). o Progress made to date will be deleted. o The version update is fee-paying (price procedure).

Participation Cancellation
In this step, you make the settings required for canceling course participation.

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Control Options

In this step, you maintain the following settings: Specification of a relationship between course and participant for cancellation under PPREL STORA: Note: You must first check whether this relationship has been created (by choosing Check relationship: 'was canceled by' 'has canceled'). Specification of a default value for the cancellation fee under Semin CCDEL: You specify here what percentage of the participation fee is to be levied as cancellation fee. Note: This value can be overridden if you specify a different fee in the step Fee Handling (in the switch SEMIN CCDCT). Specification of how waitlist bookings are to be dealt with in the event of cancellations under SEMIN TOPMD: The following three options are available: If you enter I, the user can select individual participants from the waitlist and move them up to the participant list (manual move-up procedure). If you enter D, the system determines participants on the list according to a predefined procedure (automatic move-up procedure). If you enter N, there is no move-up. Activities 1. Specify a relationship for the cancellation where applicable. 2. Specify a default value for the cancellation fees. 3. Specify the move-up procedure for waiting list bookings. Further notes
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The system uses the following procedure to determine candidates for move-up in the background: The waiting list of the course is sorted in ascending order according to priority and booking date. Starting at the top, the system selects candidates until the required number of move-up candidates is reached. If the list contains no-name (N.N.) bookings from companies or organizational units that exceed the allowed number of move-up candidates, the system skips these bookings completely and moves on to the next possible candidate. This may mean that the allowed number of move-ups is not reached at all. If you specify manual move-up procedure (mode I), the system highlights proposed move-up candidates on the waiting list.

Guidelines

Use In this IMG activity, you create cancellation guidelines for these delivery methods: Curriculum Cancellation Guidelines for a Curriculum Web-based Training (WBT) Cancellation Guidelines for Web-Based Training

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Reasons for Participant Cancellation

In this step, you set up reasons for participation cancellation. This includes determining what cancellation fees are to be levied for what reasons. You can specify per cancellation reason a percentage value indicating what percentage of the participation fee is to be levied if a booking is canceled by a participant. You can also specify that no cancellation fee is levied for a given reason. Activities If required, create other reasons for cancellations. Note: You have the option of changing payment data specified for a cancellation reason when you execute the function Cancel/Payment info (with dialog box).
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Examples For the cancellation reason participant does not have the necessary prerequisites you specify that cancellation is free of charge. In this case, no cancellation fee is levied. For the cancellation reason Participant cancels participation booking you specify that a cancellation fee of 10% of the participation fee is to be charged. A participant who cancels a booking for a course costing 1200 Euro is charged a cancellation fee of 120 Euro. Standard settings The following cancellation reasons are predefined in the standard system: Participant cancels participation booking Training provider cancels participation booking Participant does not have the necessary prerequisites Supervisor rejects participation booking Employee cancels participation booking Dependencies If no cancellation reason, no percentage value, or no free of charge indicator has been set, the system takes the value stored in the SEMIN CCDEL switch in Day-to-Day Activities -> Canceling -> Control Data. Activities Check whether the settlement specifications set in the standard system meet your requirements and where necessary, adjust them to suit your requirements.

Cancellation Reason for Cancellations in Learning Portal

In this IMG activity, you can define a specific cancellation reason for participation cancellations that are made in the Learning Portal. In doing so, you specify what cancellation fees are levied for bookings cancelled by employees in the Learning Portal. Activities Under SEMIN WEBST, enter a cancellation reason. If you enter nothing, the following settings apply:
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The value stored in SEMIN CCDEL under Day-To-Day Activities -> Cancel Participation > Control Data is used as the basis for calculating the cancellation fee. You can define your own customer cancellation reasons using the Business Add-In BAdI: Define Customer-Specific Cancellation Reasons. If you implement this Business AddIn, it overrides the values returned in the switches SEMIN WEBST and SEMIN CCDEL, even if they are blank unless an exception is triggered in the Business Add-In.

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BAdI: Define Customer-Specific Cancellation Reasons

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In this step, you make the settings required for customer-specific cancellation reasons. If you want to provide your course participants with one or more situation-specific reasons for canceling participation in the Learner Portal, you must use the Business Add-In (BAdI) LSO_CANCELREASONS_C. The BAdI is only called for cancellations in the Learning Portal. Activities After calling up the IMG activity, a dialog box appears, in which you can enter a name for the implementation. If you have already made other implementations for this BAdI, another dialog box appears, in which the existing implementations are displayed. In this case, choose Create, and proceed as follows:
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1. In the dialog box, enter a name for the BAdI implementation in the Implementation field, and choose Create. The screen for creating BAdI implementations is now displayed. 2. Enter a short text for the implementation in the Short text for implementation field. 3. From the tab index, choose Interface. The Name of implemented class field is already filled on the tab page, as a class name was automatically assigned to the implementation when you named it. 4. Save your entries, and assign the implementation to a development class. 5. Place the cursor on the method, and double-click to enter method processing. 6. Enter the code for the implementation between the statements method <Interface name> ~ <Name of method> and endmethod. 7. Save and implement your code. Return to the Edit Implementation screen. 8. Save the entries on the Edit Implementation screen. Note: You can also create an implementation, and then activate it at a later time. In such a case, end the processing stage at this point. 9. Choose Activate The code you stored in the method will be run when the application program is executed. Interface Further notes For more information on using BAdIs, refer to the SAP Library under Basis -> ABAP Workbench-> BC Changing SAP Standards -> Business Add-Ins.

Correspondence

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Set Up Correspondence

In this IMG activity, you specify which Correspondence function you want to use in the SAP Learning Solution. Please note the information available for using the different functions in the documentation for the switch LSO_CRP_HRLSO_CRPSP:

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Request-Based Correspondence On/Off Definition Switch for implementing the correspondence functions of SAP Learning Solution. Use You use this switch to specify which of the following two corespondence functions you want to use in the SAP Learning Solution: Request-based correspondence If you enter X in this switch, you use the request- and role- based correspondence function in SAP Learning Solution. With it, you can for example: Generate correspondence requests Change correspondence requests For example, you can change the output medium or the recipient. Output correspondence requests SAPscript-based correspondence If you leave the switch blank, you use the correspondence function from Training and Event Management that was especially adadpted for SAP Learning Solution purposes. With it, you can for example: Generate correspondence requests Output correspondence requests This is the setting delivered in the standard system. Dependencies The request-based correspondence function in SAP Learning Solution is new. It is based on a different data model and data repository from SAPscriptbased correspondence in Training and Event Management. SAP does not support data transfer between the two components for correspondence purposes. This means that it is not possible to transfer legacy data to request-based correspondence of SAP Learning Solution , nor can you use correspondence data from request-based correspondence of SAP Learning Solution in the transactions or processes of SAPscript-based correspondence of SAP Learning Solution. If you enter X in this switch to activate request-based correspondence, a return to using the SAPscript-based Correspondence function at a later date would involve a loss of all data that was created using request-based correspondence. Request-based correspondence and SAPscript-based correspondence are completely separate applications in SAP Learning Solution. This implies: They do not share any Customizing settings. They do not share any forms. Their logs for correspondence already output, still to be output, or correspondence with errors are completely separate: (SAPscript-based correspondence logs this information in the correspondence history, while request-based correspondence uses the output log and the worklist to log this data). SAP does not support migration or conversion of the application data.

Definition
Switch for implementing the correspondence functions of SAP Learning Solution.

Use
You use this switch to specify which of the following two corespondence functions you want to use in the SAP Learning Solution: Request-based correspondence If you enter X in this switch, you use the request- and role- based correspondence function in SAP Learning Solution. With it, you can for example:
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Generate correspondence requests Change correspondence requests For example, you can change the output medium or the recipient. Output correspondence requests SAPscript-based correspondence If you leave the switch blank, you use the correspondence function from Training and Event Management that was especially adapted for SAP Learning Solution purposes. With it, you can for example: Generate correspondence requests Output correspondence requests This is the setting delivered in the standard system.

Dependencies
The request-based correspondence function in SAP Learning Solution is new. It is based on a different data model and data repository from SAPscript-based correspondence in Training and Event Management. SAP does not support data transfer between the two components for correspondence purposes. This means that it is not possible to transfer legacy data to request-based correspondence of SAP Learning Solution , nor can you use correspondence data from request-based correspondence of SAP Learning Solution in the transactions or processes of SAPscript-based correspondence of SAP Learning Solution. If you enter X in this switch to activate request-based correspondence, a return to using the SAPscript-based Correspondence function at a later date would involve a loss of all data that was created using request-based correspondence. Request-based correspondence and SAPscript-based correspondence are completely separate applications in SAP Learning Solution. This implies: They do not share any Customizing settings. They do not share any forms. Their logs for correspondence already output, still to be output, or correspondence with errors are completely separate: (SAPscript-based correspondence logs this information in the correspondence history, while request-based correspondence uses the output log and the worklist to log this data). SAP does not support migration or conversion of the application data.

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Import and Activate Application Forms

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Use In this IMG activity, you import application forms for use in request-based correspondence. Application forms, which are defined using the Print Workbench, are client-dependent objects that are delivered in the SAP delivery client 000. If you want to use the application forms in clients other than the delivery client 000, you must either copy the delivery client to the relevant client (current client) or import the application forms to the current client. If you want to import the Print Workbench application forms, you can: Create copies of the forms When you do so, the application form is copied from the delivery client to a new application form in the current client. The copy of the application form is client-dependent. Any changes you make to this application form are only visible in the client in which you make them. Create links to the forms When you do so, a link is created in the current client to an application form in the delivery client. The link is client-dependent. However, any changes made to the application form are visible in all clients linked to the application form. If there are application forms in the delivery client 000 that you want to use unchanged, you should create a link to them in the current client. If there are customer application forms that may be changed, you should copy them from the delivery client to the current client. For more information about copying application forms and creating links to them, see the documentation for the Print Workbench. In the SAP Library, choose SAP NetWeaver -> Application Platform -> Cross-Application Services -> Print Workbench . See also: Registering Application Forms Requirements
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You want to use request-based correspondence and have set the HRLSO CRPSP switch to X. You must import existing application forms from the delivery client 000 to the current client before carrying out the following IMG activities. Standard settings All of the application forms in the standard SAP Learning Solution start with the prefix LSO_PWB_ and are in the delivery client 000. Activities Proceed as follows when: Creating copies of the application forms To copy individual application forms to the current client, in the Print Workbench, choose Utilities -> Copy from Client . Creating links to application forms In the Print Workbench, choose Utilities -> Create Link in Other Client. If you want to create links to multiple application forms, you can use the mass processing function. To do so: a) In the Print Workbench, choose Utilities -> Mass Processing. b) Enter 000 as the delivery client and LSO_PWB_* as the application form for all application forms of the SAP Learning Solution and choose Execute. c) Select the required entries and from the context menu choose Create Link(s).

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Define Notification Group

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Use In this IMG activity, you specify notification groups for request-based correspondence. By doing so, you group activities that should be treated in the same way in request-based correspondence. For each notification group, you can set up the following activities, either generally at the level of the delivery method or in more detail at the level of the course type or the course. Activities to be mapped per notification group: Question By what To whom What How When Activity per notification group Business process (request-based) Recipient role (role-based) Correspondence type from the Correspondence Tool Output medium Automatic processing

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Correspondence requests are based on business processes in Training Management. For this reason, you first define notification groups and, in doing so, you specify for which business processes of Training Management request-based correspondence should be carried out: You specify for which Training Management business processes request-based correspondence should be triggered automatically by the system. You specify in which situations request-based correspondence should be triggered manually. In the following IMG activities, you specify how request-based correspondence should react. Requirements You want to use request-based correspondence and you have set the HRLSO CRPSP switch to X. Standard settings If you use the predefined notification groups from the standard system, you do not need to work through this IMG activity. Activities You can use the notification groups from the standanrd system or create your own customer groups. To create customer notification groups: 1. In the Notification Groups view, enter the required details. This includes: ID of the notification group (note the customer namespace.) Description of the notification group You enter a class for context preparation. This class must implement the interface IF_LSO_CRP_CONTEXT_PREP. The class specifies how the correspondence request is filled with application data. Recommendation: Enter the class CL_LSO_CRP_CONTEXT_PARTIC from the standard system. You only need to implement and enter a customer class in exceptional cases. 2. In the Notification Groups view, select a line and in the Allowed Relationships view, enter the allowed object types and relationships. For example, the notification group participation confirmation is linked with the delivery method curriculum and the relationship is participated in by. In this way, you determine what application data is selected during manual output. You can also (indirectly) define notification groups for manual correspondence that only have objects but no relationships. 3. In the Triggering Event view, define the business processes in Training Management for which request-based correspondence should be triggered automatically. To do so, assign a notification group to the relevant logical function code (activity). SAP predefines and sets the logical function codes. When you create customer notification groups, note the following:
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Steps 2 and 3 are linked from a content point of view. The entries must be consistent with one another. Set up customer notification groups in such a way that only business processes of the same type are defined. In step 2, for example, you should not mix different business processes, in other words, do not combine participation bookings and prebookings in the same notification group, nor participation bookings and resource reservations in one group.

Define Recipient Roles

Use In this IMG activity, you specify recipient roles for request-based correspondence. You can add customer roles to the roles defined by SAP (e.g. learner, manager, training administrator, instructor, training provider). In the standard system, each recipient role is assigned a selection ID for role resolution purposes. The selection ID is used by the system to determine the recipient of correspondence per role and per participation , or per resource reservation. You can use either the roles contained in the standard system or your own customer roles. Requirements You want to use request-based correspondence and you have set the HRLSO CRPSP switch to X. If you want to use customer selection IDs for role resolution in this IMG activity, you must first create the selection IDs. In doing so, please note the requirements and restrictions applying to selection IDs. Some of these are listed below the activities.
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Standard settings If you want to use the roles delivered by SAP, you do not need to carry out this IMG activity. Activities To create customer recipient roles: 1. In the Recipient Roles view, choose New Entries and enter the required data. This includes: ID of the recipient role from the customer namespace Descriptive text for the recipient role Selection ID used for role resolution (to determine the recipient) Use the roles delivered in the standard SAP Learning Solution system as a guideline for defining customer roles. For example, the recipient roles involved in course participation are the learner and possibly his or her manager. The recipient role for reservation of the resource Instructor is the instructor. For detailed information about selection IDs, see the chapter entitled Selection IDs. For example, selection IDs are called with the following parameters and there are certain considerations to be taken into account when you create selection IDs: BEGDA Current date ENDDA Current date OBJECTS_IN Table in which the only entry is the course or course type for which correspondence is to be output. PARAMS_IN Table containing one row only. This row contains further relevant context information including: Notification group: In the case of activities, the object concerned (e.g. learner, resource) and in the case of bookings and cancellations, the participation document number. The key date of the context is the data within the validity period of the activity/course/course type that is closest to the current date. The results must be in the table parameter OBJECTS_FOUND. The parameter PARAMS_OUT is not evaluated. When you use the parameter PARAMS_IN, you restrict definition and use of your own selection ID. For example, you cannot use the selection IDs for the Ad Hoc Query. The selection IDs delivered in the standard SAP system are based on function modules. You can use these as templates from which to copy.

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Correspondence Types Define Correspondence Types

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In this IMG activity, you define correspondence types. The correspondence type determines the document (e.g. confirmation of registration) that is output. The correspondence type is processed by the Correspondence Tool, which is used in the SAP Learning Solution. Correspondence types group form classes and application forms of the Print Workbench, which is also used in the SAP Learning Solution. Standard settings If you use the correspondence types delivered in the standard SAP system, you do not need to carry out this IMG activity. All of the correspondence types in the standard SAP Learning Solution system are in the namespace HL**. Activities To define customer correspondence types: 1. On the Change View Correspondence Types screen, choose New Entries. Assign a unique number and name to each of your correspondence types. 2. Select a correspondence type and choose Control . The Change View Control Options screen appears. 3. On the following tab pages, enter details as required: Recipient control No input is required. Print control No input is required. Events Select Business Add-Ins as the event concept and as application area enter EA-HR . In the Name of BAdI Definition field, enter LSO_CRP_OUTPUT_FKK, in the Creation BAdI Method field, enter CREATE_REQUEST and in the Print BAdI Method field, enter PRINT_REQUEST. Leave all other fields empty . Other Enter the application area H (SAP Learning Solution) and in the Per.Corr. (periodic correspondence) field, enter only event-driven. Note The SAP Learning Solution does not support the object Business Partner. For this reason, the SAP Learning Solution does not use the correspondence history from the Correspondence Tool; it uses its own correspondence history.

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Register Form Classes

Use A form class contains a data hierarchy which serves as a basis for an application form. All of the SAP Learning Solution data that you want to output in a form must be modelled in the form class as a form level. Every form level has a data dictionary (DDIC) structure or a DDIC table type. These DDIC objects use the text variables of the SAP Learning Solution as fields and also use their typing. Text variables are required in request-based correspondence to access the business data of the SAP Learning Solution (for example, recipient's address or recipient's e-mail address). The text variables are grouped into form classes in the Print Workbench. A form class contains all of the business data provided in the SAP Learning Solution to enable generation of a given document. All text variables that you want to use in the form are listed in the DDIC structures of the form levels. You can classify your form levels and corresponding DDIC structures according to various aspects, for example:
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recipient-related data course-related data When form classes are being processed, all of the fields of the DDIC structures are filled with data via the read class of the text variables of the same names. Requirements Note that the fields of the DDIC structure of the form level must have the same names as the text variables, otherwise no data will be transported to the form level. Ensure that the typing of the DDIC structures of the form level is correct. It must be identical to the typing of the text variable, otherwise the document cannot be output. Standard settings Defining customer form classes is a task for an experienced ABAP administator. You should only do so if you want to replace the SAP form classes with customer form classes. Changing the form classes delivered in the standard system amounts to a system modification. If you use the form classes delivered in the standard system, you do not need to carry out this IMG activity. Activities To register customer form classes for request-based correspondence : 1. On the screen Change View Correspondence - Form Classes for Correspondence Types , choose New Entries. 2. Enter the correspondence type and the form class you have already defined. See also For more information about defining form classes, see the documentation for the Correspondence Tool and the Print Workbench. You create text variables in the IMG activity Define Text Variables.

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Register Application Forms

Use In this IMG activity, you register an application form and in doing so you specify which form should be used to generate a document. Application forms are based on form classes and, depending on their form type, are bound to one of the SAP form tools ( SAPscript, Smart Forms, PDF-based) available. The print workbench uses the application forms to realize the part of form creation that is done by the form tools. The print workbench uses the form class assigned to the application form to access the text variables of the SAP Learning Solution in order to read the business data of the application. Requirements You have already
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imported application forms set up correspondence types assigned each correspondence type a form class with the application indicator H of the SAP Learning Solution. Standard settings If you only use the form classes delivered in the standard system, you do not need to carry out this IMG activity. Activities To register customer application forms for request-based correspondence: 1. On the screen Change View Correspondence - Application Forms, choose New Entries. 2. Enter the following data: correspondence type application form See also For more information about defining application forms, see the documentation for the Correspondence Tool and the Print Workbench.

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Specify Correspondence Control Options per Delivery Method

Use In this IMG activity, you can specify rules to control output of correspondence per delivery method.
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Notification groups combine activities that should be handled in the same way in request-based correspondence. The rules you define here determine how the activities in a given notification group are handled. The rules specify: To whom correspondence is sent - for example, to a learner What correspondence is sent -for example, confirmation of participation How correspondence is sent - for example, by e-mail When correspondence is sent - for example, automatic output The rules depend on the business process upon which request-based correspondence is based. In other words, there is one rule that applies only to business processes that affect a course or course type with a given delivery method. You can define course-specific or course-type-specific rules using the Correspondence Control Options infotype (5048). These rules can apply to a specific course, course type, or to all courses of a given course type. The system applies the rules to the objects in the following hierarchical sequence: Hierarchy 1 2 3 Rule Hierarchy Course-type-specific rules override delivery-method-specific rules completely. Course-specific rules override course-type-specific and delivery- method-specific rules completely. Rules specific to the delivery method, the course type, and the course form the basic framework of correspondence control options. If notifications have to be output to a notification group and a recipient role, output must be defined either in this IMG activity or in the Correspondence Control Options infotype (5048). The BAdI for correspondence control ( LSO_CORRESPONDENCE41) enables you to define more detailed rules based on the data of the business processes. For example, you can suppress output of correspondence, you can change or adjust default values for correspondence. The system processes the rules in the same way for both automatic and manual correspondence. In the case of correspondence requests that are in the correspondence worklist, you can review some of the default values (such as the output medium or the recipient). Note Course Course type Delivery method Object

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If you create customer rules, you must ensure that they are clear for the user. The administrator processing correspondence must be able to rely on the fact that the right notification is sent every time. You should avoid outputting unnecessary notifications. When you use the output medium SMS, ensure that you assign it a suitable correspondence type. Transfer of large volumes of data using this medium can drive costs higher. Requirements You want to use request-based correspondence and you have entered X in the switch HRLSO CRPSP. The notification groups, recipient roles, and correspondence types that you want to use already exist in the system. Standard settings If you want to use the output control rules delivered in the standard SAP system, you do not need to carry out this IMG activity. Activities If you want to use customer rules to control output of correspondence, proceed as follows: 1. Select the delivery method for which you want to specify rules. 2. Choose New Entry or copy an existing one as a template. Enter data as required. In the rule you create, you specify: The notification group to which the rule applies The recipient role to whom correspondence is sent The correspondence type that is sent The output medium, that is, how the correspondence is sent The automatic setting, that is, whether the correspondence request is automatically transformed into an output request or not. From a technical point of view, you can select any combination of notification group, recipient role, correspondence type, and output medium. However, not every combination of these makes sense from a business point of view. The recipient role and correspondence type depend upon which business processes are combined in the notification group. For example, only certain correspondence types can be used with the output medium SMS (short message). It is not useful to define a notification group for prebookings with the delivery method WBT. The SAP system does not perform a check for such semantic logic. Example You want to send a learner an SMS to confirm a booking for a classroom training course. In addition, you want to send a detailed message to the learner by e-mail.

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BAdI: Specify Correspondence Control Options

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Use In this IMG activity, you control creation of correspondence requests. In the IMG activity Specify Correspondence Control Options per Delivery Method or in the Correspondence Control Options infotype (5048), you defined the conditions under which correspondence requests should be created, depending on the delivery method or course type. By doing so, you have already specified the minimum number of possible correspondence requests. In this IMG activity, you can now fine-tune these rules and take account of special considerations for the underlying business processes. The two BAdI methods enable you to specify whether: Correspondence requests are created in line with the course- or course type-specific rules. The default values of certain correspondence requests should be adjusted. These defaults include:
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a) Correspondence type b) Output medium c) Indicator for automatic output d) Output language Please note: You cannot change the recipient role or the notification group. Neither the worklist nor the output log contain information as to whether certain correspondence requests were not created by the BAdI. The SAP standard system does not check whether the relevant form template (for example, PDF form) actually exists in the required language. If the template does not exist in the system in the required language, the system determines a default language. This is usually the original language of the form template. For more information, see the documentation for the individual methods. This BAdI enables a high degree of flexibility when creating correspondence requests. Note the following points about customer implementations: The scenario of who should receive which notification through which medium and when can quickly become very confusing for the administrator outputting correspondence. This is particularly true in the case of correspondence requests that are triggered and processed automatically and as such, are not under the direct control of the administrator. For example, in the case of a learner booked for a course by the training administrator, it should be easily recognizable which notifications have already been sent and which not. A non standard implementation of the BAdI could result in unnecessary or the wrong correspondence being created and sent. In the case of the medium SMS, you should ensure that you do not send very big files (such as PDF documents) by SMS. If you change the correspondence type, it can lead to the content being changed too. The semantics of the coorespondence request can change completely as a result. Requirements You have worked through the IMG activity: Specify Correspondence Control Options per Delivery Method or maintained the Correspondence Control Options infotype (5048) for specific course types or courses to specify the rules underlying correspondence control. Standard settings SAP delivers a standard implementation of the BAdI. In this standard implementation, only the output language is adjusted. The system proposes the communication language of the recipient. If no communication language is stored for the recipient, the language of the course is used, or in the case of a prebooking, the language of the prebooking. If this is not available, the system uses the value stored in table T77S0 for the SEMIN CLANG switch. Activities
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After you call the IMG activity, the system displays a dialog box where you enter a name for the implementation. If implementations of this Business Add-In have already been created, the system displays them in a dialog box. You then choose one of them by choosing Create, and continue as follows: 1. In the dialog box, enter a name for the implementation of the Add-In and choose Create. The system displays the initial screen for creating Business Add-In implementations. 2. On this screen, enter a short description for your implementation in the Implementation Short Text field. 3. If you choose the Interface tab, you will notice that the system has populated the Name of the Implementing Class field automatically, by assigning a class name based on the name of your implementation. 4. Save your entries and assign the Add-In to a package. 5. To edit a method, double-click its name. 6. Enter your implementation code between the method <Interface Name>~<Name of Method>. and endmethod. statements. 7. Save and activate your code. Navigate back to the Change Implementation screen. Note: You can also create an implementation for an Add-In and not activate it until later. If you want to do this, do not perform the following step: 8. Choose Activate. When the application program is executed, the code you created is run through. Interface Method GET_OUTPUT_OPTIONS Method GET_RECIPIENT_OPTIONS Example You offer courses for employees and external customers. You want to include more detailed information in the correspondence sent to customers than in the correspondence sent to your employees, since employees have access to the information they need through the Learning Portal. In addition, you want to use a different layout in customer correspondence. Since your field staff do not check their Internet mailboxes very regularly, you want to send them a short SMS. The learner's manager should receive no correspondence for certain courses. (In many cases this specification can be made in infotype 5048.) Implement the BAdI according to your company's requirements. When you do so, bear in mind that you must implement both methods. It may be necessary to call the SAP standard implementation directly from your customer implementation. Your specific customer requirements dictate which of the two methods you use to best map your requirements, or whether you need to use both methods.
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BAdI: Specify Access to Communication Data


Use The addresses of natural or legal persons, such as employees, organizational units, users, or customers are stored in different ways in the system. You must take these differences into acount when setting up access to these addresses. In this IMG activity, you can specify how contact addresses used in request-based correspondence in SAP Learning Solution should be read. The filter value in the BAdI determines the communication medium for which the addresses are to be read. The value of the filter and thus the communication media supported by the BAdI are predefined by SAP: Telephone Fax SAP mail Internet mail SMS/Pager In conjunction with the BAdI LSO_CORRESPONDENCE45, you can specify the following options for these output media: Which addresses are used in automatic correspondence Which addresses are available for selection during manual processing of correspondence requests. The contact address for telephone, for example, enables the system to find the sender's telephone number. For detailed information, see the documentation for the interface or the method. Standard settings SAP delivers a standard implementation for the BAdI. Addresses are determined for the media SAP mail, Internet mail, fax, and telephone in the same way as for SAPscript-based correspondence. SMS/pager addresses are only determined for employees, system users, customers, and contacts: For employees (P), the system reads addresses from subtype MPHN of the Communication infotype (0105). For users (US), the system reads addresses stored in central address administration. For customers (KU), the system reads addresses stored in central address administration. For contacts (PT), the system reads addresses stored in central address administration. The logic used is the same as for reading the Internet mail address. In the standard implementation, it is only possible to obtain more than one address for the medium SMS/pager. Activities
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After you call the IMG activity, the system displays a dialog box where you enter a name for the implementation. If implementations of this Business Add-In have already been created, the system displays them in a dialog box. You then choose one of them by choosing Create, and continue as follows: 1. In the dialog box, enter a name for the implementation of the Add-In and choose Create. The system displays the initial screen for creating Business Add-In implementations. 2. On this screen, enter a short description for your implementation in the Implementation Short Text field. 3. If you choose the Interface tab, you will notice that the system has populated the Name of the Implementing Class field automatically, by assigning a class name based on the name of your implementation. 4. Save your entries and assign the Add-In to a package. 5. To edit a method, double-click its name. 6. Enter your implementation code between the method <Interface Name>~<Name of Method>. and endmethod. statements. 7. Save and activate your code. Navigate back to the Change Implementation screen. Note: You can also create an implementation for an Add-In and not activate it until later. If you want to do this, do not perform the following step: 8. Choose Activate. When the application program is executed, the code you created is run through. Interface Method GET_ADDRESS_READER Example You created a customer subtype of the Communication infotype (0105) for Internet mail and you want the address stored there to be used as the default address for selected employees in the company. The SAP standard implementation cannot fulfil this requirement. In addition, the administrator processing the correspondence request should have the option of choosing between this address and the address available in the SAP standard system. For this purpose, create your own implementation of the BAdI and register it with the filter value for (medium) Internet mail. (Do not change any other values.) You must set up access to address administration yourself, but you can use the implementation of the class CL_LSO_CRP_INMAILDATA_READER when doing so. Further notes For more information about using BAdIs, see SAP Library under Basis -> ABAP Workbench -> Changing the SAP Standard (BC) -> Business Add-Ins. For more information about the standard implementation, about the interfaces and parameters used to read addresses, see the documentation for the implementation of the classes CL_LSO_CRP_PHONEDATA_READER, CL_LSO_CRP_FAXDATA_READER,
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CL_LSO_CRP_RMAILDATA_READER, CL_LSO_CRP_INMAILDATA_READER and CL_LSO_CRP_SMSPAGDATA_READER.

BAdI: Specify Communication Parameters for Recipients


Use In this IMG activity you can control which contact addresses are used for a natural or legal person for request-based correspondence in SAP Learning Solution. The value of the filter in the BAdI determines the communication medium for which the addresses are to be specified. SAP predefines the filter value and thus the communication media supported by the BAdI: Telephone Fax SAP Mail Internet Mail SMS/Pager The following control options are available for these media: Which address is used in automatic correspondence. Which addresses are available for selection during manual processing of a correspondence request. The contact addresses for telephone, for example, help determine the sender's telephone number. You can provide a maximum of nine addresses per medium. For more information, see the documentation for the BAdI methods. This BAdI and the BAdI: Specify Access to Communication Data ( LSO_CORRESPONDENCE46) are related. The BAdI LSO_CORRESPONDENCE46 reads the addresses directly assigned to an employee, system user, organizational unit, and so on. Note that an employee is assigned to an organizational unit and can also have a user in the SAP system. This BAdI enables you to specify for a natural or legal person which role-specific addresses the system should use. For example, you can specify that the system should first look for the Internet mail address stored for the employee in the Communication infotype (105). If no address is stored there, the system should use the address stored for the system user. Employee (P): If the system can determine no address, it looks for the address of the system user assigned to the employee. If there is no address stored for the system user either, the system looks for the address of the organizational unit. System user (US): If the system cannot find an address stored for the system user, it looks for the address stored for the employee assigned to the user. If there is no address stored there, the system determines the address of the organizational unit to which the user is assigned. This is stored in User Administration data. The medium specified has no impact on the address determination. Activities
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After you call the IMG activity, the system displays a dialog box where you enter a name for the implementation. If implementations of this Business Add-In have already been created, the system displays them in a dialog box. You then choose one of them by choosing Create, and continue as follows: 1. In the dialog box, enter a name for the implementation of the Add-In and choose Create. The system displays the initial screen for creating Business Add-In implementations. 2. On this screen, enter a short description for your implementation in the Implementation Short Text field. 3. If you choose the Interface tab, you will notice that the system has populated the Name of the Implementing Class field automatically, by assigning a class name based on the name of your implementation. 4. Save your entries and assign the Add-In to a package. 5. To edit a method, double-click its name. 6. Enter your implementation code between the method <Interface Name>~<Name of Method>. and endmethod. statements. 7. Save and activate your code. Navigate back to the Change Implementation screen. Note: You can also create an implementation for an Add-In and not activate it until later. If you want to do this, do not perform the following step: 8. Choose Activate. When the application program is executed, the code you created is run through. Interface Method GET_COMMUNICATION_DATA Example You want to specify the following rule for determining an employee's e-mail address and SMS address: 1. The system first uses the address stored in the employee's Communication infotype record (105). 2. If no address is stored there, the system uses the address stored for the employee's system user. 3. If no address is stored there either, there is no address available for the employee. Solution: Create an implementation for the BAdI and register it with the filter values for Internet mail and SMS. (Do not change the other values.) If you want to change the rule according to which the employee's address is determined (Communication infotype (0105) and system user) you must also implement the BADI LSO_CORRESPONDENCE46. Further notes
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For more information about using Business Add-Ins, see SAP Library under Basis -> ABAP Workbench -> Changing the SAP Standard (BC) -> Business Add-Ins.

Deletion Behavior

Use In this IMG activity, you specify system reactions when correspondence requests are deleted. Deletion of correspondence requests from the correspondence history For information about that values allowed and what they mean, see the documentation for the switch LSO_CRP_PRTCL_DEL .
Deletion Behavior for Correspondence History Entries Definition You use this switch to specify the reaction when correspondence requests are deleted in the correspondence history. Allowed values are: Value Description

EMPTY Correspondence requests may not be deleted from the correspondence history. X Correspondence requests may be deleted from the correspondence history.

Deletion of correspondence requests from the correspondence worklist For information about the values allowed and what they mean, see the documentation for the switch LSO_CRP_STAGE_DEL .

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Deletion Behavior for Requests in Worklist Definition You use this switch to specify system behavior when deleting correspondence requests from the correspondence worklist. The following values are allowed: Value EMPTY correspondence requests will be deleted from the worklist. No entry will be made in the correspondence history. X correspondence requests will be deleted from the worklist and entered in the correspondence history with the status deleted. Description

Activities Assign the values you require to the switches to define system behavior when correspondence requests are deleted from the correspondence history or worklist.

BAdI: Change Output Control Options


Use In this IMG activity, you can change the technical output options for correspondence. Standard settings In the SAP standard implementation, all methods of this BADI ( LSO_CORRESPONDENCE43) are delivered empty. Activities After you call the IMG activity, the system displays a dialog box where you enter a name for the implementation. If implementations of this Business Add-In have already been created, the system displays them in a dialog box. You then choose one of them by choosing Create, and continue as follows: 1. In the dialog box, enter a name for the implementation of the Add-In and choose Create. The system displays the initial screen for creating Business Add-In implementations. 2. On this screen, enter a short description for your implementation in the Implementation Short Text field.

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3. If you choose the Interface tab, you will notice that the system has populated the Name of the Implementing Class field automatically, by assigning a class name based on the name of your implementation. 4. Save your entries and assign the Add-In to a package. 5. To edit a method, double-click its name. 6. Enter your implementation code between the method <Interface Name>~<Name of Method>. and endmethod. statements. 7. Save and activate your code. Navigate back to the Change Implementation screen. Note: You can also create an implementation for an Add-In and not activate it until later. If you want to do this, do not perform the following step: 8. Choose Activate. When the application program is executed, the code you created is run through. Interface Method GET_SENDCONTROL Method CHANGE_PRINTPARAMS Method IS_ASYNCHRONOUS Methode GET_COUNTRY_FOR_LANGU Further notes For more information about using Business Add-Ins, see the SAP Library under Basis -> ABAP Workbench -> Changing the SAP Standard (BC) -> Business Add-Ins.

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BAdI: Determine Sender

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In this IMG activity, you specify the sender and contact data for the outgoing correspondence. In doing do, you specify whose name appears as the sender of a notification that is being output and
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the contact data for the sender. For example, depending on who the recipient is, you can control whether: An internal or external telephone number is used for telephone queries. The mail address of a given organizational unit should always be used for queries. Activities After you call the IMG activity, the system displays a dialog box where you enter a name for the implementation. If implementations of this Business Add-In have already been created, the system displays them in a dialog box. You then choose one of them by choosing Create, and continue as follows: 1. In the dialog box, enter a name for the implementation of the Add-In and choose Create. The system displays the initial screen for creating Business Add-In implementations. 2. On this screen, enter a short description for your implementation in the Implementation Short Text field. 3. If you choose the Interface tab, you will notice that the system has populated the Name of the Implementing Class field automatically, by assigning a class name based on the name of your implementation. 4. Save your entries and assign the Add-In to a package. 5. To edit a method, double-click its name. 6. Enter your implementation code between the method <Interface Name>~<Name of Method>. and endmethod. statements. 7. Save and activate your code. Navigate back to the Change Implementation screen. Note: You can also create an implementation for an Add-In and not activate it until later. If you want to do this, do not perform the following step: 8. Choose Activate. When the application program is executed, the code you created is run through. Interface Methode GET_SENDER Method GET_SENDER_NAME Method GET_SENDER_TELN Method GET_SENDER_FAX Method GET_SENDER_PAGER Method GET_SENER_RMAIL Method GET_SENDER_EMAIL Further notes For more information about using Business Add-Ins, see the SAP Library under Basis -> ABAP Workbench -> Changing the SAP Standard (BC) -> Business Add-Ins.
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Set Up Synchronous Output

Use In this IMG activity, you can define system behavior during synchronous output. You can: Switch synchronous output on or off. For detailed information, see the documentation for the switch R3CRP SOUT. Switch synchronous output on or off for a specific user. The switch R3CRP SOUT must be active. For detailed information, see the documentation for the switch R3CRP SUSER.

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Set Up Logging and Tracing

Use In this IMG activity, you use the switch R3CRP LOGL to specify the level of detail for correspondence logging. Logging in this case refers to the internal program run. If problems arise, you can increase the level of detail so as to obtain more detailed information about a program run and about internal problems. The log is stored in the application log (transaction SLG1 in the object HCM_LSO and subobject CORRESPONDENCE ). Logging slows down the program runtime. For this reason, you should only implement it for problem analysis purposes. You should switch off logging completely in productive clients. Standard settings In the standard SAP system, no log is generated.

Course Cancellation/Firmly Booking


In this section, you make the required configurations for firmly booking and canceling courses.

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Control Options

In this step, you control how waiting-list bookings are to be dealt with when a course is Firmly booked or canceled. The entry SEMIN FIXRV lets you determine whether unplaced participants i.e. waiting-list bookings remain unchanged (value = 0) or whether unplaced participants are canceled, and prebookings are created instead (value = 1) Activities Choose one of the two procedures for waiting-list bookings and enter the relevant value in the entry SEMIN FIXRV.

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Guidelines

Use In this IMG activity, you specify the move-up and splitting policy for these delivery methods: Requirements Classroom training Virtual classroom

Reasons for Course Cancellation

In this step, you set up reasons for course cancellation .

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The function of these reasons is purely for information purposes when you execute the function Cancel Course. Their use is optional. Standard settings The standard system contains the following cancellation reasons: Required minimum number of participants not reached Resources flagged as 'required' are not available Training room is not available Instructor is not available Activities If required, create further reasons for course cancellation.

Follow-Up
In this step, you make the settings required for follow-up processing of curricula, courses and course participation.

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Control Options per Participant Type

In this IMG activity, you specify per participant type which actions are to be taken during follow-up processing for a course: Transfer of the learning objectives as qualifications to the participant You must select this option if you want the system to check whether a participant has the required qualifications when booked for a course. Note You can find the settings for the check made for booking and prebooking in the IMG for Training Management under Day-to-Day Activities -> Booking -> Participant Checks. Deletion of the relationships between course and participant (relationship 025 "is participated in by") Creation of a relationship between participant and course type (relationship 034 "participated in") Recommendation SAP recomends that you only use the first option for follow-up.
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Note Relationships 025 and 034 are evaluated during the check for prerequisite course participation. You must ensure that these two relationships do not exist simultaneously. So, you should either deselect BOTH options (recommended) or select BOTH. You can find more information on this in the F1 help for the two options when you carry out the activity and also in SAP Note 538446. Activities Set the necessary parameters for follow-up processing. Further notes You can override the settings you make here with settings stored for the course type in the Procedure infotype (1030). If you want automatic output of participation confirmations during follow-up processing, you must specify this in the step Specify User-Specific Output Control. Here you specify a default output medium for automatic output for the notification abbreviation TEIL.

Control of Process Steps

Use
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In this IMG activity, you can control follow-up processing. Under Delivery Method, you choose the delivery method (such as classroom training, WBT, curriculum) of the course to be followed up. Under Initial Access you can trigger follow-up processing for participation and courses from the Training Management back-end system For example, the training administrator performs follow-up processing for a course that has finished. Under Initial Access if you choose the back-end system under Processes , you have access to process steps such as the following: Confirm participation Rate participation Follow up participation (various options): a) Follow up participation (no proficiency changes allowed) You can always follow up the participation, regardless of the participation rating (such as Passed, Not Passed). b) Follow up participation (proficiency changes allowed) You can always follow up the participation, regardless of the participation rating (such as Passed, Not passed). c) Follow Up Pass Result (Without Proficiency Change) You can follow up the participation (without proficiency change) if the Rate Participation step = Passed. d) Follow Up Pass Result (with Proficiency Change) You can follow up the participation (with proficiency change) if the Rate Participation step = Passed. Note The system allows you to choose only one option for following up participation. Follow up course Flag course as historically recorded Learning Portal For example, a learner appraises a course or an instructor. Under Initial Access, if you choose Learning Portal, the following process steps are offered under Processes: Confirm participation Rate participation System The corresponding process step runs automatically if the system already executed the previous process step. For example, the learner triggers the Confirm Participation process
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step in the learning portal, and the Rate Participation runs automatically in the back-end system. The following steps are available: Rate Participation The previous process step is Confirm Participation. Follow Up Participation (Without Proficiency Change) The previous process step is Rate Participation. The system automatically transfers the qualifications once the learner has confirmed participation in the learning portal. Delimit Participation (Time-Independent)) The previous process step is Confirm Participation. The training administrator has the following options to prevent learners from accessing a time-independent course: a) In the participation menu: In the context menu of the course, choose Revoke Access Authorization. This prevents learners from accessing a time-independent course. b) If the Delimit Participation (Time-Independent process step is active, the system automatically prevents all learners from accessing the time-independent course (such as Web-based training). Follow-up processing consists of the process steps for participation and those for courses. Under Processes you choose the required step for the delivery method and initial access from the available process steps: Confirm participation Rate participation Follow up participation (no proficiency changes allowed) During follow-up processing, the training administrator or person responsible may not change the proficiency of a qualification. Follow up participation (proficiency changes allowed) During follow-up processing, the training administrator or responsible may change the proficiency of a qualification. Follow Up Pass Result (Without Proficiency Change) In the follow-up process, the training administrator or the responsible administrator is not permitted to change the proficiency of the qualifications. Follow Up Pass Result (with Proficiency Change) In the follow-up process, the training administrator or the responsible administrator is permitted to change the proficiency of the qualifications. Delimit Participation (Time-Independent) Follow up course Flag course as historically recorded
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No process step defined Additionally, you can specify the following for each process step (such as Follow Up Course): Signature If you set this indicator, a digital signature is required for this process step. If you do not set this indicator, no digital signature is required for this process step. For more information about the digital signature, refer to the SAP NetWeaver Library. Choose SAP NetWeaver by Key Capability -> Security -> Digital Signatures and Encryption. Activate If you set this indicator, the system performs follow-up for the process step. If you do not set this indicator, the system performs no follow-up for the process step.

Define Learning Progress Tracking

Use In this step, you can make settings for tracking learning progress. Learners can track their learning progress in the Learning Portal. You can define the following controls using the switches in the HRLSO group: Minimum percentage of learning objectives to be achieved (switch FPEBO ) Minimum percentage of learning objects to be completed (switch FPLO )
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Include learning objectives in follow-up processing (switch FREBO) Include learning objects in follow-up processing (switch FRLO ) Explanation of Learning Progress Display in the Learning Portal The system displays learning progress in table form in the Learning Portal. The following applies: Objectives Achieved If you have specified in the Completion Specifications infotype (5008) that the objectives achieved must be included as a criterion for passing, the system displays the percentage of learning objectives that have been achieved. Completed Learning Objects If you have specified in the Completion Specifications infotype (5008) that the learning objects to be completed must be considered as a criterion for passing, the system displays the percentage of learning objects that have been completed. Completion Progress This value describes how much of the whole course a learner has accessed so far. Current Status Special importance is given to the current status value. This value determines whether a participation is evaluated as passed. The system calculates the current status by summing the completed learning objects and the objectives achieved together and determining the average value. Examples Assumption 1: A learning net comprises 5 learning objects and no learning objectives. Learning objectives must not be included. Learning objects must be included and it is sufficient to have completed 80% of the learning objects. System Reaction 1: 4 learning objects were completed: Completed Learning Objects = 80% Completion Progress = 80% Current Status = 100% => the course can be completed and is regarded as passed Assumption 2: A learning net comprises 5 learning objects and no learning objectives. Learning objectives must not be included. Learning objects must be included and 100% of the learning objects must be completed.
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System Reaction 2: 4 learning objects were completed: Completed Learning Objects = 80% Completion Progress = 80% Current Status = 80% Assumption 3: A learning net comprises 5 learning objects and no learning objectives. Learning objectives must not be included. Learning objects must be included and it is sufficient to have completed 80% of the learning objects. System Reaction 3: 5 learning objects were completed: Completed Learning Objects = 100% Completion Progress = 100% Current Status = 100% Assumption 4: A learning net comprises 5 learning objects and 2 learning objectives. Learning objectives must be included and 100% of the learning objectives must be achieved. Learning objects must be included and it is sufficient to have completed 80% of the learning objects. System Reaction 4: 5 learning objects were completed and 1 learning objective was achieved: Objectives Achieved = 50% Completed Learning Objects = 100% Completion Progress = 100% Current Status = 75% The course has not yet been passed. Standard settings In the standard system, the following values are set: FPEBO = 100.00 (100.00%) FPLO = 80.00 (80.00%)

FREBO = X (active means is included)


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FRLO Activities

= X (active means is included)

If required, change these default settings to suit your requirements. Further notes For more detailed information regarding learning objectives, refer to the documentation for the Authoring Environment and to SAP Note 914824. In the SAP Library, choose Learning Solution -> Authoring Environment -> Learning Objective Manager -> Learning Objective. You can override the control specifications you make here by appending the Completion Specifications infotype (5008) to a specific course type. Bear in mind that when you create the Completion Specifications infotype for a course type, it overrides ALL of the settings in this step. For this reason, you should specify all of the control actions you want for the course type in the infotype.

Follow-Up Guideline for Curriculum

Use In this IMG activity, you specify the policy for following up a curriculum.

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Display Course Participants in the Learning Portal

Use In this step, you use the switch HRLSO PSHOW to specify whether the participant list is displayed as a rule on the course detail page in the Learning Portal or not. If the switch is actived with X, the participant list is displayed if the user has the required display authorization. If the switch is blank, the participant list is not displayed as a rule regardless of whether the user has the required display authorization or not. Standard settings In the standard system, the switch is not active and the participant list is not displayed. Activities Activate the switch with X if you want the participant list displayed.

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Define Preview Period for Courses in the Learning Portal

Use The courses offered within a specific period are displayed in the Learning Portal, on the details page of time-dependent course types. You define the display period in this IMG activity. The start date of the period is always the current date. The end date is calculated dynamically by means of the switch HRLSO LPTRD. The value entered for this switch is the number of days in the future for which data should be read. If the learner changes the preview period in the Learning Portal under My Settings, this overrides the setting in the switch HRLSO LPTRD . Example Current date Value of switch = 01.01.2003 = 20

These specifications determine that course dates are read for the period 01st Jan. 2003 to 21st Jan. 2003. On 02nd Jan. 2003 course dates are read up to 22nd Jan. 2003 and so on. Standard settings In the standard system, the default value entered for HRLSO LPTRD is 90 (days). Activities If required, change the value of the preview period switch.
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Define Preview Period for Course Groups -> Course Types in D

Use In this IMG activity, you specify the preview period in days for course types of a course group. The SAP system reads all course types of a given group from the current system date. The switch LSO GDLAD determines the end date relative to the start date. Only positive values are allowed.

Example
A course type is assigned to a course group. The validity start date of the course group is seven days after the current system date. In other words, the course type is not valid for another week. If the learner is to see this course type too in the Learning Portal, and have a chance to make a booking for it, the preview period must be at least seven days. Otherwise the course type will not be displayed. Activities Enter the number of days you require.

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Define Notification Period for Expiring Qualifications

Use In this IMG activity, you specify the notification period for expiring qualifications. The qualifications of learners have a validity period appended. In the switch LSO MSGLA, you specify how many days before expiry of a qualification the learner should be notified. Learners can update or refresh qualifications that are expiring by attending appropriate courses. The value you enter here is used in the Learning Portal in the section Messages and Notes. Example The current date is 01/01/2003. The learner's qualification expires in 91 days. The value of the LSO MSGLA switch is 10. The SAP system issues notification to the learner that a qualification is expiring 10 days before it actually expires. Activities Enter the required value.

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Define Default Period for Prebookings

Use In this IMG activity, you specify what period should be proposed to the learner for prebookings in the Learning Portal. You use the following two switches for this purposes: The HRLSO PBBEG switch specifies the start of the prebooking period. It specifies the number of days that lie between the start of the proposed period and the current date. The HRLSO PBEND switch specifies the end of the prebooking period. It specifies the number of days that should lie between the end of the proposed period and the current date. If both switches are empty, the proposed prebooking period starts on the current date and ends 30 days later. The SAP system does not perform a plausibility check. Thus, you might define HRLSO PBBEG later than HRLSO PBEND although this setting would make no sense. Note These settings only apply to the Learning Portal. They have no effect on the default value for the prebooking period in the back-end system of SAP Learning Solution. Standard settings In the SAP standard system, the switches have the following values: Switch HRLSO PBBEG HRLSO PBEND Activities Enter the values you require.
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Value 0 30

Example The switches could have the following values to specify the validity period for prebookings in the Learning Portal: HRLSO PBBEG = 10 HRLSO PBEND = 90 When the learner wants to make a prebooking in the Learning Portal on 12.03.2004 for a course type, the defaultii calendar period displayed would be 22.03.2004 - 10.06.2004. If necessary, the learner can change this default period.

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