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Setup Overview

Before you set up Oracle Training Administration so that users can perform their tasks, Oracle Corporation recommends that you plan carefully.

The responsibility for planning and setting up the different stages varies from enterprise to enterprise. Typically, stages 1 and 2 may be the joint responsibility of several departments, stages 3 and 14 may be the responsibility of the human resources department, while stages 4 to 13 are more clearly within the domain of the training department.

Oracle Training Administration is integrated with Oracle Human Resources, and together these applications can support all stages of the training cycle.

You may not be concerned with every stage in this training cycle. For example, commercial training agencies need not identify internal training requirements nor maintain detailed student records. Their main focus is in the maintenance of training schedules or calendars, and the management of enrollments and financial transactions.

Internal training departments that do not open up their events to external students on a commercial basis, may be less interested in the management of price lists, discounts, and other financial information.

You can use Oracle Training Administration, with the other Oracle Applications, to support as much of the training cycle as you require.

What Decisions Do You Need to Make?

To understand the decisions you have to take before you set up Oracle Training Administration, see Implementing Oracle Training Administration

What To Do Next

Before you can begin using Oracle Training Administration to schedule training events and enrol students, you must define the training activities to appear on your schedules, the resources they require and the suppliers of resources and activities.

If you want to record competencies or skills supplied by your training activities, you must also define the types of information you want to hold. If you want to classify your activities and group them into discount packages and programs, you must set up activity categories.

You also need to set up a business group. This is the largest organizational unit you set up in Oracle HRMS, and it represents your enterprise. All the other information you enter in Oracle HRMS belongs to one Business Group. After the Business Group, you can set up other organizations, such as training departments.

To control the actions that groups of users can perform, you need to define responsibilities. A responsibility is a level of authority. Each responsibility lets the user access the menus, forms, reports, and data that they need to fulfil their business role. For each responsibility, you can specify which functions users can access on the navigation menus.

If you want to hold financial information, you must enable the currencies you plan to use and define price lists for your activities. You may also want to implement processes to transfer financial information from Oracle Training to Oracle Payables and Oracle Receivables, or another financial system.

When you have completed the setup, you are ready to enter information about customers, events, and enrollments.

To follow the correct implementation sequence, see: Implementation Steps.

See Also

Implementing Oracle Training Administration

Implementation Checklist


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