Olm implementation steps

Oracle learning managment implementation

1. Oracle Learning Management Implementation Guidelines
Flexfields............................................................................................................................................................2
Define structures for the Training Resources Key Flexfield......................................................................................2
Define Lookup Tables.................................................................................................................................................6
Organizations....................................................................................................................................................7
Define Location for ABC Ltd Corporate HQ.............................................................................................................7
Define Business Group...............................................................................................................................................7
Define Training Center organizations.......................................................................................................................14
Define 1 HR Organization (subsequently Learners will be assigned to this Organization).....................................15
Define 2 employees (these employees are to be created a training resources subsequently)...................................15
Define Resources......................................................................................................................................................16
Content management........................................................................................................................................19
Set Up Content Server...............................................................................................................................................19
Create Content Folders..............................................................................................................................................20
Create Learning Object.............................................................................................................................................21
Import Content..........................................................................................................................................................22
Courses and Resources (Required).................................................................................................................24
Define Delivery Mode..............................................................................................................................................24
Create caregories.......................................................................................................................................................27
Create a root category and 2 other categories................................................................................................27
Create Courses..........................................................................................................................................................30
Create Offerings........................................................................................................................................................32
Create 2 Online Offerings.........................................................................................................................................35
Class and Enrollment Management................................................................................................................37
Create Enrollment Statuses.......................................................................................................................................37
Create Booking Priorities..........................................................................................................................................37
Define Automatic Waitlist Enrollments Profile Options..........................................................................................38
Enter Learners and Training managers.....................................................................................................................38
Create Employees as Learners and Training Managers........................................................................................38
Financials Setup................................................................................................................................................39
Define a GL Set of Book...........................................................................................................................................39
Define Structure of Sales Tax Location Flexfield....................................................................................................39
Define GRE/Legal Entity and Operating Unit..........................................................................................................39
Setup MO: Operating Unit........................................................................................................................................39
Run Replicate Sees Data...........................................................................................................................................39
Setup Inventory Organizaion....................................................................................................................................39
Choose Set of Book...................................................................................................................................................39
Set Up System Options.............................................................................................................................................40
Set Up Financials Options.........................................................................................................................................40
Define Supplier and Supplier Contact......................................................................................................................41
Set Up Cross Charging..............................................................................................................................................42
Create Finance Header..............................................................................................................................................42
Create Price List........................................................................................................................................................42
Set Up the profile options.........................................................................................................................................43
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2. Oracle Learning Management Implementation Guidelines
Flexfields
Define structures for the Training Resources Key Flexfield
·Venue
·Trainer
·PC
·Books
·Projectors
Responsibility: System Administrator
Navigation: Application > Flexfields > Key > Segments
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3. Copyright © Oracle Corporation, 2003. All rights reserved.
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4. Freeze and Compile the structure
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5. Populate values for the Independent Value Sets

Repeat the steps for the other structures
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6. Define Lookup Tables
Responsibility: Human Resource, Vision Enterprise
Navigation: Other Definitions > Lookup Tables
·Define Resource Types
·Define Class Statuses
·Create Booking Priorities
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7. Organizations
Define Location for ABC Ltd Corporate HQ
Responsibility: Human Resource, Vision Enterprise
Navigation: Work Structures > Location
Define Business Group
Responsibility: Human Resource, Vision Enterprise
Navigation: Work Structures > Organisation > Description
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8. Go to Other tab and select Business Group Info
1.Define the following Responsibilities (assuming that relevant Financials and Core HRMS
implementations are also undertaken)
·ABC Learning Administrator
·ABC Super HR Manager
·ABC Order Management Super USER
·ABC Learner Self-Service
·ABC Learner Manager
Responsibility: System Administrator
Navigation: Security > Responsibility > Define
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9. Copyright © Oracle Corporation, 2003. All rights reserved.
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10. Copyright © Oracle Corporation, 2003. All rights reserved.
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11. 2.Setup HR:Security Profile for all the above mentioned Responsibilities
Responsibility: System Administrator
Navigation: Profile > system
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12. Repeat for all other Responsibilities
Set up HR:User Type for the Order Management Responsibility
Set up HR: Cross Business Group to ‘No’
3.Create the Implementor user and assign appropriate Respinsibilities
Responsibility: System Administrator
Navigation: Security > User > Define
4.Log on with new user for all subsequent stpups
Assign Roles to User
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13. Login as SYSADMIN/SYSADMIN
Responsibility: User Management
(N) Users
Assign the following Roles
Learning Administrator
Learning Assessment Administrator
Learning Catalog Administrator
Learning Content Administrator
Learning Enrollment Administrator
Learning Finance Administrator
Learning Resource Administrator
Learning Setup Administrator
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14. Define Training Center organizations
Responsibility: ABC Super HRMS Manager - India
Navigation: Security > Work Structures > Organization > Description
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15. Define 1 HR Organization (subsequently Learners will be assigned to this Organization)
Define 2 employees (these employees are to be created a training resources subsequently)
Responsibility: ABC Super HRMS Manager - India
Navigation: People > Enter and Maintain – New
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16. Define Resources
Responsibility: ABC Learning Administrator - India
Navigation: Resources > Definitions
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17. Copyright © Oracle Corporation, 2003. All rights reserved.
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18. Copyright © Oracle Corporation, 2003. All rights reserved.
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19. Content management
Set Up Content Server
Responsibility: ABC Learning Administrator - India
Navigation: Learning Administration > Setup > Content Servers > Create Content Server
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20. Create Content Folders
Responsibility: ABC Learning Administrator - India
Navigation: Learning Administration > Content > Create Folder
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21. Create Learning Object
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22. Import Content
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23. Copyright © Oracle Corporation, 2003. All rights reserved.
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24. Courses and Resources (Required)
Define Delivery Mode
Responsibility: ABC Learning Administrator - India
Navigation: Learning Administration > Setup > Delivery Modes > Create Delivery Mode
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25. Copyright © Oracle Corporation, 2003. All rights reserved.
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26. Copyright © Oracle Corporation, 2003. All rights reserved.
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27. Create caregories
Create a root category and 2 other categories
Responsibility: ABC Learning Administrator - India
Navigation: Learning Administration > Catalog > Create Category
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28. Copyright © Oracle Corporation, 2003. All rights reserved.
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29. Copyright © Oracle Corporation, 2003. All rights reserved.
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30. Create Courses
Under category Oracle HRMS create a few courses
Responsibility: ABC Learning Administrator - India
Navigation: Learning Administration > Create Course
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31. Repeat the steps to create some more courses
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32. Create Offerings
Create 2 Offerings of a course with 2 different Offline Delivery Modes
Responsibility: ABC Learning Administrator - India
Navigation: Learning Administration > Create Offerings
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33. Copyright © Oracle Corporation, 2003. All rights reserved.
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34. Copyright © Oracle Corporation, 2003. All rights reserved.
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35. Create 2 Online Offerings
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37. Class and Enrollment Management
Create Enrollment Statuses
Responsibility: ABC Learning Administrator - India
Navigation: Setup > Enrollment Statuses
Create Booking Priorities
Responsibility: ABC Learning Administrator - India
Navigation: Setup > Setup > Lookup
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38. Define Automatic Waitlist Enrollments Profile Options
oOTA: Activate Automatic Waitlist Enrollments
oOTA: Automatic Waitlist Enrollment Default Booking Status
oOTA: Automatic Waitlist Enrollments: Hours Prior To Class
oOTA: Waitlist Sorting Criteria
Responsibility: ABC Learning Administrator - India
Navigation: Profile > System
Enter Learners and Training managers
Create Employees as Learners and Training Managers
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39. Financials Setup
Define a GL Set of Book
Define Structure of Sales Tax Location Flexfield
Define GRE/Legal Entity and Operating Unit
Setup MO: Operating Unit
Run Replicate Sees Data
Setup Inventory Organizaion
Choose Set of Book
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40. Set Up System Options
Set Up Financials Options
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41. Define Supplier and Supplier Contact
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42. Set Up Cross Charging
Create Finance Header
Create Price List
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43. Set Up the profile options
• OTA: Automatic Creation of Finance Headers and Lines
• OTA: Automatic Finance Header Approval
• OTA: Automatic Transfer to GL
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