Self-Service Interfaces

Self-Service Interfaces Overview

Self-Service interfaces enable learners, managers, and instructors to access and manage their learning. Learners can use the learner interface to create learning paths and enroll into courses that help meet their learning goals. The manager interface enables managers to track their employees learning activities. Instructors can access the classes they teach and communicate with learners using the instructor interface.

Managing Your Learning through Learner Self Service

The learner interface is a central location where you can find all your learning. From the learner pages, you can:

Managing your Employees through Manager Self Service

The Manager interface is almost identical to the Learner interface. The only difference is that the manager first selects the specific employee for which to view the learning. Every manager is also a learner, so managers can take learning for themselves.

Use the Manager pages to set specific learning goals for your employees and track their learning progress. You can define and manage the training requirements and the corresponding learning paths for your employees. This service is available to you only when you log into Oracle Applications as a manager. Using the Manager pages, for each of your employees you can:

Note: When you log in as a manager, you see the list of employees available to you according to the HR security group.

Managing your classes through Instructor Self Service

The instructor interface provides the following capabilities:

Key Concepts

To use the self-service interfaces, you must understand the following key concepts:

Self-Service Interfaces Requirements

Employees and managers can set learning goals for themselves and their employees, helping them become ready to take on new responsibilities and roles. Instructors can find information on their classes, communicate with learners, and play their online classes. The learner, manager, and instructor interfaces cater to each of your learning needs individually.

Can a learner record external learning information?

Yes. A learner can use the External Learning page to record the learning details of courses provided by an external training provider, which are not part of the OLM catalog. Learners and managers can record this external learning for information purposes, to retain a comprehensive learning history.

When does a class move to Learning History?

Any class, online or offline, that has passed its end date automatically moves to the Learning History (expired section).

When a learner completes an offline class, as when an administrator marks an instructor-led class as completed by the learner, the class automatically moves to the Learning History (completed section).

When a learner completes an online class, the class remains on the learner home page, so that the learner can easily access the class again. When ready, the learner selects Move to History to move an online class to the Learning History (completed section).

Can a learner update a learning path created by the manager?

No. A learner cannot update a learning path created by their manager, as only the manager has the rights to update a manager-type learning path. This safeguard ensures that the manager retains control over the learning the manager regards as necessary.

Can a learner unenroll from a class after requesting enrollment?

Yes, after the learner is enrolled, but the application disables the Unenroll button until the manager has approved the request for enrollment. Prior to approval, the learner can ask the manager to reject the enrollment request.

Can a learner enroll in a class when the learner has already enrolled in or has requested another class that has overlapping dates?

Yes. A learner can enroll in multiple courses that fall within the same date range.

Can a manager play the online course to which an employee is enrolled?

No. In the Manager Self Service pages, a manager can view the employee's current learning and learning history, but cannot play an online course in which the employee is enrolled (unless they themselves are enrolled).

Why do you require a separate instructor interface?

The instructor interface provides essential information to the instructors at one central location. Instructors have quick and easy access to their classes and do not have to search for required information. Instructors can play their online classes and communicate with learners using chats and discussion forums.

Self-Service Interfaces

The Learner Home

The Learner Home page provides a snapshot view of all your learning. You can view classes that you are currently enrolled in, view learning certifications and learning paths you have subscribed to, track the status of pending enrollments, and communicate with instructors and other learners using forums and chats. You can use the Learner Home page to access your:

You can export class schedule details such as class time, class start and end dates, if the Export feature for classes is enabled. System administrators enable this feature.

Additional bins on the Home page give you quick access to your subscribed category chats and forums and private forum messages. The Announcements bin displays the announcements and notifications awaiting your attention. From the Browse Catalog bin, you can quickly browse through categories and their contents.

Personalize Home Page

You can personalize the information containers on your Home page. You can display or hide the containers. You can also reorder the containers.

The Learner's Catalog View

Use the Course Catalog page to browse categories, search for and enroll in courses, or request enrollment from an approver.

Searching and Browsing the Catalog

Use the Search window to search for courses, certifications, learning paths, forums, and chats. Note that search and browse show only the learning to which your catalog administrator has granted you access. Use the Browse Catalog window or the Course Catalog page to locate learning by category. Click a category to view the subcategories, learning paths, courses, forums, and chats within that category.

You can drill down to the class level from a category. The class details page displays detailed class information and lists the course prerequisites, competency prerequisites, forums, and chats associated with the class. On the Course page, you can view the image of the course and if the course has prerequisites, you can click the links to view course details of the prerequisite course. Class status provides useful information about a class. The class status can be one of the following:

Enrolling and Unenrolling in a Class

You can directly enroll into a class when you search and view course information. Click Choose or Enroll in class icon to enroll into a class. If there is more than one offering for a course, then you can select the offering. If there is only one offering but more than one class for the course, then you can enroll in the required class. If there is only one class for the course, then the Enroll page appears.

On enrolling in a class, you receive a confirmation that you have successfully enrolled, or a message indicating that you are waitlisted for the class. If the enrollment requires approval, then your enrollment request goes to an approver, usually your manager. You can unenroll from a class that you have enrolled in yourself, and also unenroll from a class that your manager or an administrator has enrolled you in. You cannot unenroll from a mandatory class.

Class Evaluation and Electronic Signature

Class Evaluation

You can complete evaluation for classes from the Evaluate or Sign column of the Enrollments table. If the class consists of an evaluation, then OLM displays a play icon for the object in the Evaluate or Sign column. When you complete the class, the play icon becomes active. After you complete the evaluation, OLM replaces the icon with the Done text.

Electronic Signature

Online Class: When you complete the last learning object in a class with electronic signature, the Learner Home page displays the signing icon in the Evaluate or Sign column. When you click this icon, OLM presents the E-signatures page. On the E-signature tabbed region, select the signature type and select the approve or reject response type. If you select Approve, then OLM saves the electronic signature record. If you select Reject, then OLM does not save the electronic signature record. You must enter user name and password, and click the Sign icon to provide electronic signature. The E-Record tabbed region displays a record of your electronic signature. After you provide the electronic signature, OLM replaces the signing icon with the Done text, if there is no evaluation to complete.

Scheduled Class: After the learner participates in a class, the administrator or instructor can change the enrollment status to pending signature. When you click the signing icon in the Evaluate or Sign column, OLM presents the E-signatures page. On the E-signature tabbed region, select the signature type and select the approve or reject response type. You must enter user name and password, and click the Sign icon to provide electronic signature. The E-Record tabbed region displays a record of your electronic signature. After you provide the electronic signature, OLM replaces the signing icon with the Done text, if there is no evaluation to complete.

Note: If a class requires evaluation and electronic signature, then you must first provide the electronic signature and then complete the evaluation.

Accessing Class Forums and Chats

You can access the class forums and chats from the Class Details page after you have successfully enrolled in the class. Class forums support private messages that are visible to selected recipients only. Only learners and moderators can post private messages to a class forum. You can use class chats for online discussions with instructors and other leaners enrolled in the class.

Learning History

Use the Learning hHistory page to view your completed learning, learning that has expired or was cancelled, and learning that you chose to move from your Learner Home page to the Learning History page.

Note: Click Move to History to move a course, learning certification, or a learning path from the Home page to the Learning History page.

The Learning History page displays up to four sections, depending on the setup of your application:

Instructor Interface

The instructor interface enables you to manage your classes and bookings, communicate with learners online, and carry out your administrative tasks.

Instructor Home

The instructor home page provides a snapshot view of the classes you are teaching or are scheduled to teach. In addition to class details, you can find information on sessions, enrollments, resource bookings, course prerequisites, competency prerequisites, class forums, and class chats. You can mark attendance from the enrollment lists, and, if enabled, update the enrollment status for learners in your classes.

Viewing Free Text Responses

If a test for a class includes free text questions, then you can view the responses using the Free Text Responses link on the Content tab for a test. You can search for a class and then view learners' response to the free text questions answered as part of a test or survey.

Note: You cannot view free text responses answered as part of a class evaluation.

Viewing the Evaluation Status for a Class

Instructors can view the evaluation status of learners for a specific class. For more information, see: Viewing the Evaluation Status for Courses and Classes

Setting the Enrollment Status for a Scheduled Class with Mandatory Evaluation: For a scheduled class that includes mandatory evaluation, you must set the enrollment status to Pending Evaluation after you complete teaching the class. The evaluation becomes active on the learner's home page and when the learner completes the evaluation OLM changes the learner's enrollment status to Attended.

Setting the Enrollment Status for a Scheduled Class with Electronic Signature: When you change the enrollment status of learners in a class that is part of a electronic signature enabled course and click Apply, OLM displays the E-signatures page. On the E-signatures tabbed region, select the signature type, which is the type of signer, for example, reviewer or author. Select Approve or Reject response type. If you select Approve, then OLM saves the enrollment status changes after the electronic signature process is completed. If you select Reject, then OLM does not save the enrollment status updates. Enter any comments, if applicable. Enter your user name and password to sign the document. Click the Sign icon to complete the electronic signature process. The E-Record tabbed region displays a record of the enrollment status changes that you make. You cannot set the enrollment status of a learner directly to Attended in a class that is electronic signature enabled. You can set the enrollment status to Pending Signature to obtain the electronic signature of the learner.

Note: If a class requires learners to provide electronic signature and complete an evaluation, then set the status to Pending Signature and Evaluation. Learners must first provide their electronic signature and then complete the evaluation.

Playing Online Classes: You can also play your online classes from the Home page. The player automatically launches the web conference for classes that you can host and deliver to learners over the Web.

Note: OLM does not track your performance when you play courses.

Viewing the Announcements Bin: The Announcements bin displays the latest announcements and notifications requiring your attention. You can access the forums and chats you moderate. Your latest supplemental bookings appear in My Supplemental Bookings.

You can export class schedule details such as class time, class start and end dates, if the Export feature for classes is enabled. System administrators enable this feature.

Forums and Chats

From the Forums and Chats page you can access the forums and chats for your classes and the forums and chats you moderate. Class forums support both public and private messages. Public topics and messages are available to all users for discussion. Only learners and moderators can exchange private messages. A moderator monitors the forum and chat messages and has the privilege to delete messages from a forum.

Note: You can also access your class forums and chats from the Class Details page. Clicking More sends you to the Forums and Chats page, which lists all the forums and chats for the class.

Booking Details

From the Supplemental Bookings page you can access your bookings for non-catalog activities such as vacation or preparation time. The Booking History page lists your past bookings.