PeopleSoft Enterprise

Learning Management 9.2

Business Process Maps

March 2013

PeopleSoft Enterprise Learning Management 9.2 Business Process Maps

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Learning

Human
Resource
Manager

Plan
Organizational
Development
Needs (PeopleSoft
HCM)

Line Manager

Determine
Individual
Development
Goals (PeopleSoft
HCM)

Learning
Administrator

Manage Learning
Programs

Deliver Learning

Instructor

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

Manage Learning Programs

Human
Resource
Specialist

Plan
Organizational
Development
Needs (PeopleSoft
HCM)

Determine
Learning Demand

Establish Learning
Budgets

Learning
Administrator

Define Learning
Objectives

Define Learning
Programs

Manage Learning
Content

Source Learning
Content

Manage Learning
Catalog

Schedule and
Manage Learning
Events

Schedule and
Manage Learning
Resources

Deliver Learning

Instructor

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

Define Learning Objectives

Human
Resource
Manager

Plan Organizational
Development
Needs (PeopleSoft
HCM)

Manually
create
objectives?

Learning
Administrator

Yes

Manually define
learning objectives
Define Learning
Objectives

Specify the
learning groups
that require the
objectives

Identify employees
that have not
satisfied the
learning required
objectives

No

Import objectives
from external
tables

Map competencies
in HR system to
objectives

Receive competency information

and proficiency levels
EIP: RATING_MODEL_SYNC;
RATING_MODEL_FULLSYNC;
JPM_CAT_SYNC;
JPM_CAT_FULLSYNC;
JPM_CAT_TYPE_SYNC;
JPM_CAT_PROPS_SYNC;
JPM_JP_QUAL_SYNC;
JPM_JP_QUAL_FULLSYNC

Compare learners
competencies to
job competency
requirements

Review employee
competency gaps
and learning
objectives

Publish learning objectives for

the learner population
EIP: JPM_JP_TYPE_SYNC;
JPM_JP_TYPE_FULLSYNC;
JPM_JP_SYNC;
JPM_JP_FULLSYNC

Define Learning
Programs

Deliver Learning

Instructor

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

Determine Learning Demand

Human
Resource
Manager

Plan Organizational
Development
Needs (PeopleSoft
HCM)

Review global objectives

Training Plan
Training Plan Budget
Model

Learning
Administrator

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Review classes
previously offered
(i.e., demand in past
years)
Training Plan
Training Plan Budget
Model

Review current
requests for classes
Maintain Learning
Requests

Review requests for

classes not
currently offered
Maintain Learning
Requests

Determine if
requested course
will be offered
Submit Learning
Requests

Establish Learning
Budgets

Establish Learning Budgets

Manage Learning
Catalog

Determine
Learning Demand

Learning
Administrator

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Identify costing
information
Maintain Items

Review courses
offered and their
associated costs
Training Plan

Develop training plan

scenario and adjust
demand
Training Plan Budget
Model

Review training budget

information
Training Plan Budget Model
Training Plan Summary (rpt)
Define Learning
Programs

Define Learning Programs

Establish Learning
Budgets
Curricula

Type of
learning
program to
define?

Learning
Administrator
Define Learning
Objectives

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Certifications

Define curriculum
programs that follow a
specific learning path to
fulfill one or more
objectives
Maintain Programs

Define learner
certification programs,
time period given and
completion requirements
Maintain Programs

Identify sections, items,

attributes, prerequisites,
security, objectives
Maintain Programs

Select the learner groups

that can view the programs
when browsing or searching
the learning catalog
Maintain Programs

Create new or
update existing
learner groups?

No changes needed

Create new
learner group

Create learning group

name, specify
environment and
owner, and define
membership criteria
Maintain Learner
Groups

Update existing
learner
group
membership

Select all learners that

meet the criteria for
group membership
and add them to the
group
Populate Learner
Groups

Activate the
program
Maintain Programs

Review the objectives

associated with a specific
program
Program Objectives
Mapping

Manage Learning
Content

Review learner
group
membership
Maintain Learner
Groups

10

Manage Learning Content

Source Learning
Content

Learning
Administrator

Define Learning
Programs

Yes

Source
additional
learning
content?

Instructional
Designer

No

Manage Learning
Catalog

Design Content to
support new or
existing curriculum
or certification
programs

Create new or
modify existing
learning
content

Learning
Content
Developer

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Catalog learning
content for
search
capabilities

Assemble/group
learning
content

Publish learning
content

Notify Learning
Administrator of
new content and
competencies
and objectives
supported

11

Source Learning Content

Manage Learning
Content

Analyze content
that is required

Identify external
sources that can
provide needed
content

Assess external
sources

Acquire learning
content

Sourcing
online content?

Yes

Identify source and

standard for
communication
between learning
management and
content

Load content
metadata

Test content

Manage Learning
Catalog

No

Learning
Administrator

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12

Manage Learning Catalog

Manage Learning
Content

Source Learning
Content

Establish Learning
Budgets

Define learning catalog

categories to enable
users to easily search
courses and programs
Maintain Categories

Define keywords that

might be used to search
the catalog to find
courses
Maintain Keywords

Define delivery
method types for
course offerings
Delivery Method
Type

Define items, i.e.,

specific topics of study
for which classes are
offered
Maintain Courses

Define detailed data for the

delivery method associated
with a particular catalog ID
Maintain Delivery Methods

Define Surveys for

course offerings
Survey Definition

Learning
Administrator
Select the learner groups
that can view classes
within this category when
searching the learning
catalog
Maintain Categories

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

Select the learner groups

that can view the programs
when searching the learning
catalog
Maintain Programs

Select the learner groups

that can view the courses
when searching the
learning catalog
Maintain Courses

Update the catalog

index so that the
changes appears in
the catalog
Rebuild Indexes

Publish learning
catalog to learning
population

Schedule and
Manage Learning
Resources

13

Schedule and Manage Learning Resources

Define material details

and security and
assign to classes
Material

Materials

Define equipment
details and security
and assign templates,
patterns, facilities, and
rooms
Equipment

Equipment

Learning
Administrator

Track instructor
qualifications and
teaching preferences
Instructors

What to track?

Vendors

Vendor messages

Facilities

Define and maintain

facility information
Facilities
Facility Rooms

Track supplier
information
Vendors

Maintain webcast learning

component session
messages
Vendor Message
Management

Schedule and
Manage Learning
Events

Provide preferences for

instructing
Instructor Preferences

Instructor

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

14

Schedule and Manage Learning Events

Manage Learning
Catalog

Schedule and
Manage Learning
Resources

Define class pricing,

period, duration, and
enrollment constraints
Maintain Classes

Select the learning groups

in which to make the class
available for viewing in the
catalog and enrollment
Maintain Classes

Define the specific

learning
components that
make up the class
Maintain Classes

Learning
components
needed?

Survey

Create survey learning

components
Survey Learning
Component

Test

Create test learning

components
Test Learning Component

Web-Based

Create web-based learning

components
Web-Based Learning
Component

Assignment

Create assignment learning

component
Assignments Learning
Component

Upload and test

content for compliant
learning components
Import Content

Define completion
rules for the class
Maintain Classes

Specify materials, add

attachments and/or
notes to the class
Maintain Classes

Calculate
estimated costs of
class
Maintain Classes

No

Create sessions
manually
Sessions
Webcast Sessions

Assign instructors,
facilities and/or
equipment
Sessions
Webcast Sessions

Review and resolve

sessions that are in
conflict
Session Conflicts

Create session
templates of common
activity session
characteristics
Session Templates

Accept or modify the

session patterns created
using a template
Sessions

View automatically
generated sessions
and add to, modify
or delete them
Sessions
Webcast Sessions

Activate class
Maintain Classes

Update the catalog

index so that the new
class appears in the
catalog
Rebuild Indexes

Review classes and

their learning
components associate
with catalog items
Learning Components

Publish learning
catalog and
schedules to
learning population

Learning
Administrator

Webcast

Session

Create webcast learning

components that offer
instructor-led, virtualclassroom instruction
Webcast Learning
Component

Create session learning

components for scheduled,
instructor-led, classroombased training
Sessions Learning
Component

Using
session
scheduling
templates?

Yes

Changes
to instructor led
learning event?

No

Yes

Update session or webcast

learning components
Sessions Learning Component
Webcast Learning Component

Send notification of
changes to learners
Class Notifications

Instructor

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

Deliver Learning

15

Deliver Learning

Manage
Participant
Information

Manage Learning
Programs

Learning
Administrator

Manage Individual
Learning Plans

Approve
Enrollment
Request

Enroll in Learning
Event

Manage Learner
Enrollment and
Completions

Track Learning
Completion
Results

Request
Enrollment in
Learning Event

Participate in
Learning Activities

Learner

Line Manager

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

Determine
Individual
Development
Goals (PeopleSoft
HCM)

16

Manage Individual Learning Plans

Learning
Administrator

Manage Learning
Programs

Review Objectives

Action?

Review Learning
Plan

Search Catalog

Learner

Action?

Review learning plan and

current list of classes to
support objectives
Learning Plans
My Learning

Add learning from external

sources
(supplemental learning)
Supplemental Learning

Review Objectives

Review list of current

objectives of direct reports
Team Learning Objectives
Objectives History

Review
Enrollment
Status

Review team's enrollment

progress status or history
Team Learning

Review
Learning
Plans

Browse and
Search Catalog

Add
Supplemental
Learning

Request
Enrollment in
Learning Event

Search learning catalog for

available programs and
classes
Find Learning

Add Supplemental
Learning

Line Manager

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

Review list of current

objectives
Learning Objectives
Objective Detail

Desired
classes found?

Yes

Enroll in
classes?

No

No

Submit learning request

for courses that are not
currently offered
Submit Learning
Requests

Add new programs or

classes to learning
plan
Enrollment

Participate in
Learning Activities

Yes

Determine
Learning Demand

Yes

Review learning plans and list

of activities to support
objectives for direct reports
Team Learning Plans
Team Learning

Search learning catalog for

available programs and
classes for direct reports
Find Learning

Desired
classes found?

Yes

Enroll in
classes?

No

No

Submit learning request for

courses that are not currently
offered but should be added to
learning plan for direct reports
Submit Learning Requests

Add new programs

or classes to
learning plans for
direct reports
Enrollment

Add learning from external

sources for team members
(supplemental learning)
Supplemental Learning

17

Manage Participant Information

Manage Learning
Programs

Learning
Administrator

Subscribe to PeopleSoft HCM

for organization information
EIP: DEPT_SYNC

Subscribe to PeopleSoft HRMS

for person information
EIPs: PERSON_BASIC_SYNC;
WORKFORCE_SYNC;
JOBCODE_SYNC;
POSITION_SYNC

Action?

Track Internal
Learner Details

Track internal learner

personal and job
details
Internal Learners

Track External
Learner Details

Track external learner

personal and job
details
External Learners

Track Customer
Details

Track Vendor
Details

Create Learner
Groups for
Enrollment

Internal
Learner

Provide learning preferences

(internal learners)
Learning Preferences

External
Learner

Provide personal profile

information (external learners)
Personal Information Home

Update learning
customer details
Customers

Update learning
vendor details
Vendors

Define and populate

learner groups
Maintain Learner
Groups

Internal or
external
learner?

Learner

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

Request
Enrollment in
Learning Event

18

Request Enrollment in Learning Event

Request
enrollment into an
class
My Learning
Request Learning

Manage Individual
Learning Plans

Approval
required?

Learner

Manage
Participant
Information

Yes
Request
enrollment of team
members into an
class
Team Members

Line Manager

Approval
required?

No

No

Yes

Review
Session Status

Learning
Administrator

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

Action?

Track Training
Requests

Review status of course

session and student
enrollment
Maintain Learning Requests
Class Roster

Track and review the

courses that an individual
has requested
Maintain Learning Requests

Yes

Approval
required?

Approve
Enrollment
Request

No

Enroll in Learning
Event

19

Approve Enrollment Request

Learner

Line Manager

Request
Enrollment in
Learning Event

No

Approve or decline request

for enrollment in a class
Maintain Learning Requests

Administrator
approval
required?

Review enrollment requested

and the approval status
My Learning

Review the status of employee

enrollment requests
Team Learning

Approved?

Yes

Yes

Approve or decline request for

enrollment in a class and
update status
Maintain Approvals
Monitor Approvals
Maintain Learning Requests

Enroll in Learning
Event

No

Learning
Administrator

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

20

Enroll in Learning Event

Learner

Register for a
program or enroll
in a specific class
Enrollment

Receive enrollment alerts

for prerequisites, schedule
conflicts, etc.
Program
Enrollment

Register for a
program or enroll in a
specific manager
class
Manager Enrollment

Receive enrollment alerts

for prerequisites, schedule
conflicts, etc.
Program
Enrollment

Request
Enrollment in
Learning Event

Line Manager

Select method of payment and

provide payment details
Enrollment
Learner Program Details

Payment
approval
required?

Provide information for

department chargeback
Manager Enrollment
Manager Program Registration
Manager Program Details

Yes

Request chartfield value combination

verification through Financials integration
EIPs: COMBO_CD_EDIT_REQUEST;
COMBO_CD_EDIT_REPLY

Individual
or small
group

Learning
Administrator

Approve Learning
Request

Identify request and

scope of authority
for enrollment and
registration
Enroll Learners

Select
requested
classes/
programs
Search Catalog

Identify individual
learners for
enrollment
Enroll Learners

Enroll individual learners

or small groups
Enroll Learners

Review status of
prerequisites for
each learner within
an class
Prerequisite Status

Review and
resolve
enrollment alerts
as needed
Manage
Enrollments

Enrollment
type?

Large
group

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

Participate in
Learning Activities

No

Enroll large groups using batch

processing
Process Mass Enrollment
Review Mass Enrollment Request

Obtain
Payment
Information

Action?

Select method
of payment and
provide details
Manage
Enrollments

Approve receipt of
payment
Administer Roster

Receive
enrollment
confirmation
and status
Manage
Enrollments

Update status to
"enrolled" and
post to subledger
Process
Payment Details

Send confirmation
messages regarding
enrollment and registration
Program
Enrollment

Manage Learner
Enrollment and
Completions

Send appropriate
learner
notifications

No Charge for Activity

Designate
Reserved
Seats

Identify reserved
seats to be filled
Manage
Enrollments

21

Participate in Learning Activities

Offered

Review syllabus,
preparation tasks,
directions to
location and special
instructions
My Learning

Review current
enrollments
My Learning

Learner

Learner

Offered
courses
or supplemental
learning?

Supplemental

Complete
learning using
sources external
to organization

Request learning credit

authorization for
supplemental learning
Supplemental Learning

Participant
action(s)?

Drop class

Drop activity
Self Drop Enrollment
Drop Registration

Web cast

Participate in web cast

Class Progress

Instructor led
session

Attend instructor led

session

Complete
assignment

Integrate with
PeopleSoft Partner to
support web cast
progress tracking

Complete assignment

Pre-test

Complete and pass

pre-test
Class Progress

Survey

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

Web-based session

Launch web-based
session or materials
Class Progress

Test

Complete test
Class Progress

Integrate with
PeopleSoft Partner
to support AICC/
SCORM progress
tracking

Manage Learner
Enrollment and
Competencies

Learning
Administrator

Enroll in Learning
Event

Line Manager

Participant?
Approve supplemental
learning

Line Manager

Request learning
credit authorization

Request learning credit

authorization for team
member's supplemental
learning
Add Supplemental Learning
View Supplemental
Learning

Review team schedule

Review team's schedule for

their current learning
Team Learning

Review learning status

Review learning status and

progress of direct reports
Team Members
Manager Program Progress
Class Progress

Drop team member

Drop team member from

enrollment
Manager Drop Enrollment
Manager Drop Registration

Action?

Webcast

Instructor

Instructor

Review assigned
schedule of
sessions and
enrolled learners
View Schedule

Launch and
facilitate webcast
session
View Schedule

Type of
learning?

Classroom

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

Track Learner
Completion
Results

Conduct
instructor led
session

22

Manage Learner Enrollment and Completions

Participate in
Learning Activities

Learner

Send email notifications that

remind activity instructors and
enrolled learners that the class is
scheduled to start soon
Class

Send email notifications

Reschedule
learner
Enroll in Learning
Event

Reschedule learner for

different session
Enrollment
Identify supplemental learning
completed by learner
Add Supplemental Learning

Sub or drop
learner

Substitute or drop a learner

from an class or program
Enrollment
Administer Class Roster
Administer Program Roster

Identify
Supplemental
learning
Track class
progress

Manage
wait list

Enrollment
action(s)?

Review
Program
registrations

Learning
Administrator

Review
training
unit info

Review
enrollment
records

Update
payment
info

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

Provide notification of change to

learner's enrollment or registration
status for an activity or program
Enrollment

Review or update program

registrations
Administer Program Rosters
Program Registration Detail

Track progress for classes and

learning components
Class Progress
Learning Component Progress

Action?
Record grades
orattendance
Record
comments

Record attendance or grades

Administer Class Rosters
Learning Component Roster
Learner Roster

Completion
method?

Automated

Update program
status

Completion
action?

Mark completions of
learner's enrollment
using automated
process
Auto Mark Class
Completion

Update
learning
objectives

Provide
competency
information

Update program
completions and
expirations
Program Status
Updates

Provide notification
of learner's class or
program completion
Enrollment

Update learning objectives

EIPs: LRNR_OBJV_SYNC;
LRNR_OBJ_FULLSYNC

Track Learning
Completion
Results

Provide updated competency

information to Humans Resources
EIP:
LM_LEARNER_MET_OBJV_SYNC

Record comments about

learners
Administer Class Rosters

Review
enrollments

Instructor

Manage wait list

Enrollment
Administer Class Roster
Administer Program Roster

Manual

Update completion
status per
predefined
completion rules

Review enrollments for

pending payments
Administer Program Rosters
Admin Registration Approval
Enrollment
Payment Pending

Review training unit and PO

information
Maintain Training Units
Training Unit Expiration
Training Unit Pool
Purchase Order Balance
Purchase Order Usage
Review enrollment records
and progress status for
selected learners
View All Learning

Request chartfield value combination

verification through Financials integration
EIPs: COMBO_CD_EDIT_REQUEST;
COMBO_CD_EDIT_REPLY

Update payment information, post

adjustments
Enrollment
Administer Class Rosters
Enrollment Payment Details
Registration Payment Details

Record learner session

attendance
Mark Grades and
Attendance

Post payments and adjustments to

sub-ledger
Process Payment Details

Update sub-ledger
Process Payment
Details

Export sub-ledger
entries to the GL
Export Accounting
Entry to GL

Send the accounting lines to Financials and

update journal ID and date for each sub
ledger entry
EIPs: LM_ACCTG_LN Outbound;
LM_ACCTG_LN Inbound

Record learner
assignment and test
scores
Mark Grades and
Attendance

23

Track Learning Completion Results

Learning
Administrator

Manage Learner
Enrollment and
Completions

Grades

Review grades by class or learner

Class Roster
Class Transcripts
Learner Transcript

Completion

Create completion reports

Certification Status
Curriculum Completions
Item Completion
Transcript by Organization
History by Department

Review/report?

Financial
details

Review financial details

General Ledger Detail
External Payment
Payment Updates
Review Subledger
Cost Summary

Grades by
activity or
learner

Create grade reports by activity or

learner

Participate in
Learning Activities

Learner

Line Manager

Instructor

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

Assessment
or grades

Review assessment or
grade information for
completed learning
My Learning

Learning
history

Review history of
completed learning
My Learning
Objectives History

Objective
progress

Review progress toward

completing objectives
Learning Objectives
My Learning

Certification
status

Review certification status

and progress
Certification Status
My Learning

Assessment
or grades

Review direct report's

assessment or grade
information for completed
learning
Team Learning

Learning
history

Review history of
completed learning for
direct reports
Team Learning
Objectives History

Objective
progress

Review direct report's

progress toward completing
objective
Team Learning Objectives

Certification
status

Review certification status

for direct reports
Certification Status
Team Member Cert Status

Review?

Review?

Determine
Individual
Development
Goals

Review learning
and/or instructor
evaluations

24