PeopleSoft 9.1 Enterprise Learning Management PeopleBook

Maintaining Learning Records and Objectives through Self-Service Pages

This chapter provides an overview of maintaining learning records and objectives using self-service pages and discusses how to:

Maintain learning records and objectives using employee self service.
Maintain learning records and objectives using manager self service.

Understanding Learning Record and Objectives Management

Enterprise Learning Management delivers a set of self-service pages that learners can use to manage their learning records and objectives, and that managers can use to manage, monitor, and update the learning records and objectives of their team members (direct reports).

This section discusses:

Prerequisites.
French-specific elements used in this section.

Prerequisites

This section lists prerequisites for using self-service pages to manage learning records and objectives.

Displaying Objectives

To have objectives with a status of needed or in progress appear in a separate grid on the self-service My Learning page, select the Display Objectives check box on the Install Defaults - General page. The objectives grid can display up to five objectives, and lists each objective's name, proficiency, status, target completion date, who assigned the objective, and the associated activity or program.

See Defining Defaults.
Displaying Certification Status

To have certification programs with a status of complete, expired, or warning appear in a separate grid on the self-service My Learning page, select theDisplay Certification Status check box on the Install Defaults - General page. The system will display the program name, status, date, and a Recertify button.

See Defining Defaults.
(FRA) Displaying DIF and DIF in Advance Training Hours Balances and Requesting Use of DIF Hours

To have a learner's DIF and DIF in Advance balance hours appear on the self-service pages, select the Enable French Features check box on the Learning Environment - Defaults page. And to enable learners and managers to apply DIF hours towards their own or their team member's enrollment in a specific catalog item, select the Eligible for DIF check box on the Item Details page in the Maintain Items component (LM_CI_LA_CMP).

See Defining Learning Environments and Learner Groups.
Using Learning Filters

To enable learners and managers to search through the learning records, set up learning filters on the Learning Search Filter page.

See Defining Defaults.

(FRA) French-Specific Elements Used in This Section

(FRA) DIF

Indicates whether an activity applies toward DIF.

Note. This check box appears on the All Learning and Team Learning pages only if you select the Enable French Features check box for the learning environment.

(FRA) DIF Balance

This field displays the balance of DIF hours available to a learner based on the DIF entitlement law (Droit Individuel à la Formation [Individual Training Rights Law]).

(FRA) DIF in Advance

This field displays the balance of additional DIF hours granted by the employer beyond what is available in the DIF balance.

Maintaining Learning Records and Objectives Using Employee Self Service

This section provides an overview of learner self-service actions and discusses how to:

Manage current learning activities and programs.
Manage all learning activities.
Review certification status.
Review current learning objectives.
Review completed learning objectives.
Enter supplemental learning details.
Search the catalog.
Browse the catalog.
Create and update learning plans.
Review completed learning plans.

Learner Self-Service Actions

Learners can accomplish the following actions using the My Learning (LM_SS_LEARNING_UI) component:

Note. This list presents some of the more common My Learning activities; it does not include all possible actions.

View activity, curriculum, and certification progress.
Create and update learning plans.
Enroll in activities, register for programs, and add learning activities to a plan.

Note. (FRA) If your system is configured to enable DIF tracking, you can request the use of DIF hour when entering an enrollment request.
Drop activities or programs and remove learning activities and programs from a plan.
Review certification status and enroll in recertification programs when current certification is expired.
Add objectives to a learning plan and search for learning that satisfies the objectives.
Request or add supplemental learning.
Request new learning when the appropriate learning cannot be found or does not exist in the catalog.
(FRA) View DIF and DIF in Advance balances and apply DIF hours towards training.

The following sections describe the steps a learner can take to accomplish some of the more common self-service actions.

Note. There are typically several ways to accomplish the same action on the self-service pages. The steps outlined here illustrate one possible way to accomplish these actions.

Enrolling in and Dropping Activities

To enroll in and drop activities:

Select Self Service, Learning, My Learning.

The My Learning page appears.
Click the Search Activities button on the My Learning page.

The Search Catalog page appears.
Review the activities displayed on the Search Catalog page and click the Enroll link for the desired course or activity.

The Enroll in Activity - Review Information page appears.

Note. (FRA) If DIF tracking is enabled, the learner can select the Apply Activity Toward DIF check box on the Enroll in Activity - Review Information page to apply DIF balance hours towards his/her training.
Click the Submit Enrollment button on the Enroll in Activity - Review Information page to enroll in the activity.

The Enroll in Activity - Enrollment Confirmation page appears. Review your enrollment status on this page.
Click the My Learning link on the Enroll in Activity - Enrollment Confirmation page.

The My Learning page appears
Review the information for the activity on the My Learning page.

If the activity is a web-based course, you can launch the course by clicking the Launch button.

To drop an activity in which you are enrolled:

Select Self Service, Learning, My Learning.

The My Learning page appears.
On the My Learning page, click the Drop button next to the activity you want to drop.

The Drop Activity - Review Information page appears.
Click the Drop button on the Drop Activity - Review Information page to drop the activity.

The Drop Activity - Drop Confirmation page appears. Review your enrollment status on this page.
Click the My Learning link on the Drop Activity - Drop Confirmation page.

The My Learning page appears
Review the status of your activities on the My Learning page.

Registering for and Dropping Curriculum Programs

To register for and drop curriculum programs:

Select Self Service, Learning, My Learning.

The My Learning page appears.
Click the Programs link in the Search Learning Catalog group box.
Click the Search Programs button.

The Search Catalog page appears with a list of programs.
Review the search results and click the Register link for the desired curriculum program.

The Register For Curriculum - Review Information page appears.
Click the Submit Registration button on the Register For Curriculum - Review Information page to register for the program.

The Register For Curriculum - Registration Confirmation page appears. Review your registration status on this page.
Click the My Learning link on the Register For Curriculum - Registration Confirmation page.

The My Learning page appears
Review the information for the curriculum program on the My Learning page.

To drop a curriculum program you have enrolled in:

Select Self Service, Learning, My Learning.

The My Learning page appears.
On the My Learning page, click the Drop button next to the curriculum program you want to drop.

The Drop Curriculum - Review Information page appears.
Click the Drop button on the Drop Curriculum - Review Information page to drop the program.

The Drop Curriculum - Drop Confirmation page appears. Review your registration status on this page.

Registering for and Dropping Certification Programs

To register for and drop certification programs:

Select Self Service, Learning, My Learning.

The My Learning page appears.
Click the Programs link in the Search Learning Catalog group box.
Click the Search Programs button.

The Search Catalog page appears with a list of programs.
Review the search results and click the Register link for the desired certification program.

The Register for Certification - Review Information page appears.
Click the Submit Registration button on the Register for Certification - Review Information page to register for the program.

The Register for Certification - Registration Confirmation page appears. Review your registration status on this page.

To drop a curriculum program you have enrolled in:

Select Self Service, Learning, My Learning.

The My Learning page appears.
On the My Learning page, click the Drop button next to the certification program you want to drop.

Note. If the certification program does not appear on the My Learning page, go to the All Learning page to view and drop the program.

The Drop Certification - Review Information page appears.
Click the Drop button on the Drop Certification - Review Information page.

The Drop Certification - Drop Confirmation page appears. Review your registration status on this page.

Adding Objectives and Searching for Learning That Satisfies an Objective

To add objectives and search for learning that satisfies an objective:

Select Self Service, Learning, Learning Objectives.

The Learning Objectives - Current Objectives page appears.
Click the Add New Objective button on the Learning Objectives page.

The Add New Objective page appears.
Click the Search button on the Add New Objective page.

The search results appear.
On the search results page, select the objective you want to add, enter the target completion date, indicate whether the objective is required, and click the Add button.

The Learning Objectives - Current Objectives page appears.
Click the Save button on the Learning Objectives - Current Objectives page.
Click the Find Learning link on the Learning Objectives - Current Objectives page.

The Search Catalog page appears, displaying learning activities that satisfy the specified objective.
On the Search Catalog page, click the Enroll link to enroll in a learning activity that meets the desired objective.

The <activity name> page appears, showing the learning activity that you have selected.
Click the Enroll button on the <Activity Name> page to enroll in the activity.

The Enroll in Activity - Review Information page appears.
Click the Submit Enrollment button on the Enroll in Activity - Review Information page.

The Enroll in Activity - Enrollment Confirmation page appears.
Click the My Learning link on the Enroll in Activity - Enrollment Confirmation page.

The My Learning page appears
Review the information for the activity on the My Learning page.

If the activity is a web-based course, you can launch the course by clicking the Launch button.

Requesting or Adding Supplemental Learning

To request or add supplemental learning:

Select Self Service, Learning, Supplemental Learning.

The Supplemental Learning page appears.
On the Supplemental Learning page, select the type of supplemental learning (for example, equivalent experience, external learning, or on-the-job training) for which you want to receive credit and click the Continue button.

A second Supplemental Learning page appears on which you can enter detailed information about your supplemental learning request.

Note. Define the supplemental learning types used by your organization on the Define Supplemental Learning - Details page.
Enter the requested information and select one of the following statuses: In Progress, Planned, or Submit for Approval.
If applicable, click the Add Program button to define the program that you want to receive credit for when you complete the supplemental learning.

The Add Program to Get Credit For page appears.
Click the Search Programs button On the Add Program to Get Credit For page and review the search results.
On the search results page, click the Add link for the program that you want to receive credit for.

The Supplemental Learning page appears.

Note. If you want to receive credit for activities or objectives, select the Add Activity or Add Objective button on the Supplemental Learning page and add an activity or objective in the same way you previously added a program. When you do this, the Add Activity to Get Credit For and the Add Objective to Get Credit For pages appear, and you can search for an activity or objective to associate with the supplemental learning.
Click the Save button on the Supplemental Learning page.

Note. Not all supplemental learning provides credit towards the completion of programs, activities, and objectives–the type and scope of the credit that can be granted must be defined during setup of the different types of supplemental learning.

See Setting Up Supplemental Learning Types.

Requesting New Learning (if existing learning does not meet needs or learning does not exist in the catalog)

To request new learning:

Select Self Service, Learning, My Learning.

The My Learning page appears.
Click the Request New Learning link on the My Learning page.

The Request Learning page appears.
On the Request Learning page, indicate whether you are:
1. Requesting an activity for an existing course that does not meet your needs (for example, existing course activities are in the wrong language, are delivered in the wrong locations or formats, or are currently not offered).
2. Requesting an entirely new course for which there are no activities in the catalog.
If you are requesting an activity for an existing course that does not meet your needs (option 1), click the Search button on the Request Learning page to search for the course.

The Search Catalog page appears.
Review the list of courses in the search results on the Search Catalog page and click Select next to the catalog item for which you are requesting a new learning activity.

This returns you to the Request Learning page.
If you are requesting an entirely new course for which there are no activities in the catalog (option 2), specify the learning category and the proposed title of the course in the Category and Title fields on the Request Learning page.
After selecting option 1 or 2, define your learning preferences on the Request Learning page (such as best days or times, preferred delivery method or language, preferred location) and click the Submit Request button.

The Learning Request Confirmation page appears.
Click theMy Learning link on the Learning Request Confirmation page and review the details of your learning request.

Note. The learning administrator automatically receives notification when the number of learning requests for a particular catalog item meets the learning request threshold defined on the Install Defaults - Enrollment page.

Creating and Updating Learning Plans

To create a new learning plan:

Select Self Service, Learning, Learning Plans.

The Learning Plans - Current Learning Plans page appears.
Click the Create New Learning Plan link to add a new row to the page.
Enter a title for the new learning plan.
Click Save on the Learning Plans - Current Learning Plans page.

To add an activity to a learning plan:

Select Self Service, Learning, Learning Plans.

The Learning Plans - Current Learning Plans page appears.
Click the Details link next to the learning plan to which you want to add the activity.

The Learning Plan Details page appears.
Click the Add New Learning to Plan link.

The Search Catalog page appears.
Click the Search Activities button.

The Search Catalog page appears with a list of activities.
Click the Add to Plan link next to the activity that you want to add.

The Select Learning Plans page appears.
Select the check box next to the learning plan to which you want to add the activity.
Click OK on the Select Learning Plans page.

The Learning Plans Details page appears. Review the status of the newly added activity and click the Save button.

See Managing Personal Learning Plans.

(FRA) Viewing DIF and DIF in Advance Balances

To view DIF and DIF in Advance balances:

Select Self Service, Learning, My Learning.

The My Learning page appears.
On the My Learning page, view your DIF and DIF in Advance balance hours.

Pages Used to Maintain Learning Records and Objectives Using Employee Self Service

Note. There may be multiple navigations to the same self-service page; the list of pages that follows does not contain all of the possible navigations—only the most common ones are shown.

Page Name	Definition Name	Navigation	Usage
My Learning	LM_LEARNING_HM	Self Service, Learning, My Learning, My Learning Click the My Learning link on the All Learning page.	Manage current activities and programs.
All Learning	LM_CURRENT_LRNG	Self Service, Learning, All Learning, All Learning Click the All My Learning link on the My Learning page.	Manage all learning activities.
My Learning: Weekly page	LM_WEEKLY_VIEW	Click the View Calendar link on the My Learning page.	View scheduled learning sessions by week.
My Learning: Daily page	LM_WEEKLY_VIEW	Click the Daily link on the My Learning: Weekly page.	View scheduled learning sessions by day.
My Learning: Monthly page	LM_WEEKLY_VIEW	Click the Monthly link on the My Learning: Weekly page.	View scheduled learning sessions by month.
Certification Status	LM_CERT_STATUS	Self Service, Learning, Certification Status, Certification Status	Review certification status.
Available Recertifications	LM_LRNR_RECERT	Click the Recertify link on the Certification Status page.	Learners view the available recertification programs for a particular certification and can register for a recertification program.
Learning Objectives - Current Objectives	LM_OBJV_LRNR	Self Service, Learning, Learning Objectives, Learning Objectives Click the Current Objectives link on the Learning Objectives - Objectives History page.	Reviewing current learning objectives.
Add New Objective	LM_OBJV_ADD_OBJV	Click the Add New Objective button on the Learning Objectives - Current Objectives page.	Learner searches for, selects, and assigns him/herself a new objective. If a rating model is associated with the objective, the learner must specify a proficiency level for the objective.
Learning Objectives - Objectives History	LM_OBJV_LRNR_HIST	Click the Objectives History link on the Learning Objectives - Current Objectives page.	Review completed learning objectives.
Maintain Objectives - Delete Confirmation	EO_DEL_CONFIRM	Click the delete icon on the Learning Objectives - Current Objectives page.	Learner confirms deletion of an objective.
Objectives Detail	LM_OBJV_DTL	Click the name of the objective in the Title column of the My Learning Objectives group box on the My Learning page. Click the name of the objective in the Title column of the Learning Objectives - Current Objectives page. Click the name of the objective in the Title column of the Learning Objectives - Objectives History page.	Learner views details of an objective, including the proficiency level, status, target completion date, and who assigned the objective.
Supplemental Learning	LM_SEL_ADHC_TYPE	Self Service, Learning, Supplemental Learning, Supplemental Learning	Learner selects the category of supplemental learning (external learning, equivalent experience, on-the-job training, and so on) that he/she needs.
Supplemental Learning	LM_ADHC_LRN_PG	Click the Continue button on the Supplemental Learning page. Click the name of the supplemental learning in the Title column of the My Learning Activities group box on the My Learning page. Click the name of the supplemental learning in the Title column of the My Learning group box on the All Learning page. Click the Modify button for a supplemental learning item on the My Learning or All Learning pages.	Enter supplemental learning details. Note. This is the version of the page that learners access if the status of the supplemental learning is anything exceptComplete.
Supplemental Learning	LM_ADHC_UPD_PG	Click the name of the supplemental learning in the Title column of the My Learning Activities group box on the My Learning page. Click the name of the supplemental learning in the Title column of the My Learning group box on the All Learning page.	View supplemental learning details. Note. This is the version of the page that learners access if the status of the supplemental learning is Complete.
Add Program to Get Credit For	LM_ADHC_PRG_LKP	Click the Add Program button on the Supplemental Learning page.	Learners add the program for which they should receive credit when they complete their supplemental learning.
Add Activity to Get Credit For	LM_ADHC_CI_PG	Click the Add Activity button on the Supplemental Learning page.	Learners add the activity for which they should receive credit when they complete their supplemental learning.
Add Objective to Get Credit For	LM_ADHC_OBJ_PG	Click Add Objectives button on the Supplemental Learning page.	Learners add the objective for which they should receive credit when they complete their supplemental learning.
Activity Progress - <Activity Name>	LM_ACT_PROG	Click the name of the activity in the Title column of the My Learning Activities group box on the My Learning page for activities with a status of Enrolled, In-Progress, Pending Approval, Pending Payment, or Waitlisted. Click the name of the activity in the Title column of the My Learning group box on the All Learning page for activities with a status of Enrolled, In-Progress, Pending Approval, Pending Payment, or Waitlisted.	Learners review details of the activity, including the activity syllabus and all activity components, schedules, grade and attendance records, notes and attachments, as well as approval and payment details. Learners can also drop activities and launch or relaunch compliant web-based tests, surveys, and assignments, as well as live webcasts.
Curriculum Progress - <Curriculum Name>	LM_PRG_PROGRESS	Click the name of the curriculum program in the Title column of the My Learning Activities group box on the My Learning page. Click the name of the curriculum program in the Title column of the My Learning group box on the All Learning page.	Learner reviews his/her progress toward completion of the activities in each section of the curriculum program, self-enrolls in activities for the curriculum program, and reviews curriculum program objectives, completion rules, notes, and registration details.
Certification Progress - <Certification Name>	LM_PRG_PROGRESS	Click the name of the certificate program in the Title column of the My Learning Activities group box on the My Learning page. Click the name of the certificate program in the Title column of the My Learning group box on the All Learning page. Click the name of the certificate program in the Program Name column on the Certification Status page.	Learners can review completion details for each section of a program, review program objectives, review activity completion rules, review registration details, and self-enroll in a program or drop their program registration.
<Activity Name>	LM_LEARN_ITM_DTL	Click the name of the activity in the Title column of the My Learning Activities group box on the My Learning page. Click the name of the activity in the Title column of the My Learning group box on the All Learning page.	Learners use this page to review details of planned activities. Learners can also add activities to a learning plan, or delete, drop, and enroll in activities on this page. Available actions depend on business rules, add and drop deadlines, delivery method, and so on.
Activity Progress - Assignment Progress	LM_LC_ASGN_PROG	Click the assignment name link on the Activity Progress - <Activity Name> page.	Learner updates the completion status for an assignment (if permitted) and enters notes about the assignment.
Activity Progress - Webcast Progress	LM_LC_LWC_PROG	Click the webcast name link on the Activity Progress - <Activity Name> page.	Learner reviews his/her grade, score, attendance record, and progress on a live webcast.
Activity Progress - Recorded Webcast Progress	LM_LC_WEB_PROG	Click the recorded webcast name link on the Activity Progress - <Activity Name> page.	Learner reviews his/her grade, score, attendance record, and progress on a recorded webcast.
Activity Progress - Web-based Progress	LM_LC_WEB_PROG	Click the recorded web-based activity name link on the Activity Progress - <Activity Name> page.	Learner reviews his/her grade, score, attendance record, and progress on a web-based course.
Activity Progress - Test Progress	LM_LC_WEB_PROG	Click the recorded test name link on the Activity Progress - <Activity Name> page.	Learner reviews his/her grade, score, attendance record, and progress on a test.
Activity Progress - Survey Progress	LM_LC_WEB_PROG	Click the survey name link on the Activity Progress - <Activity Name> page.	Learner reviews his/her grade, score, attendance record, and progress on a survey.
Activity Progress - Sessions Progress	LM_LC_SES_PROG	Click the session name link on the Activity Progress - <Activity Name> page.	Learner reviews his/her grade, score, attendance record, and progress for a session.
Instructors	LM_INSTR_DTL	Click on the name of the instructor on the Activity Progress - <Learning Component Type> page	Learner views instructor information.
Activity Details	LM_LEARN_ACT_DTL	Click the Activity Name link on the Activity Progress - <Activity Name> page.	Learner reviews details of the activity, including the activity syllabus and schedule, activity components, related objectives, and notes and attachments. The learner can self-enroll in the activity, or add the activity to his/her learning plan.
Program Details	LM_PRG_SUMM_PG	Click the program name link on the Curriculum Progress - <Curriculum Name> page or the Program Name link on the Certification Progress - <Certification Name> page. Click the recertification name link on the Available Recertifications page. Click the program name link on the Search Catalog page.	Learners view details of a program, including its description, sections and activities, objectives met, prerequisites, notes, and attachments. Also, learners can register for a program or add a program to a plan.
Objectives Detail	LM_OBJV_DTL	Click the name of the objective in the Title column of the Learning Objectives page.	Learners use this page to review descriptions of objectives and find learning related to an objective.
User Profile	LM_PERSON_DETAIL	Click the name link in the Assigned By column on the Learning Objectives - Current Objectives page. Click the name link in the Assigned By column on the Learning Objectives - Objectives History page.	Review profiles of individuals or sources that added objectives or activities to learners' records.
Table of Contents	LM_TABLE_CONTENTS	Learners select an action of Launch or Re-Launch on the My Learning page or Activity Progress page.	Learners and administrators review the contents of a course, and select individual titles to launch each lesson in a compliant web-based, test, or survey component.
Enroll in Activity - Review Information	LM_REVIEW_ENRLMT	Click the Enroll button on the My Learning page. Click the Enroll button on the All Learning page. Click the Enroll button on the Activity Details page. Click the Enroll button on the <Activity Name> page.	The learner self-enrolls in courses or submits enrollment requests to a manager.
Enroll in Activity - Enrollment Confirmation	LM_CONF_ENRLMT	Click the Submit Enrollment button on the Enroll in Activity - Review Information page. (This button appears only if the prerequisites for the activity have been met or are not enforced.)	Learner reviews and confirms enrollment in the selected activity. If the activity is full, learner receives confirmation that he/she has been added to the waitlist.
Drop Activity - Review Information	LM_DP_REVW_ENRLMT	Click the Drop button for an activity with a status of Pending Approval, Pending Payment, Enrolled or In-Progress on the My Learning page. Click the Drop button for an activity with a status of Pending Approval, Pending Payment, Enrolled or In-Progress on the All Learning page. Click the Drop button for an activity with a status of Pending Approval, Pending Payment, Enrolled or In-Progress on the Activity Progress - <Activity Name> page.	Learner drops enrollment in activities.
Drop Activity - Drop Confirmation	LM_DP_CONF_ENRLMT	Click the Drop button on the Drop Activity - Review Information page.	Learner receives confirmation that an activity has been dropped.
Register For Curriculum - Review Information	LM_REVIEW_REG	Click the Enroll button on the My Learning page. Click the Enroll button on the All Learning page. Click the Register button on the Program Details page.	Learner registers for a curriculum program or submits enrollment requests to a manager.
Register For Curriculum - Registration Confirmation	LM_CONF_REG	Click the Submit Registration button on the Register For Curriculum - Review Information page.	Learner confirms registration for a curriculum program.
Drop Curriculum - Review Information	LM_DP_REVW_REG	Click the Drop button for a curriculum program with a status of Registered on the My Learning page. Click the Drop button for a curriculum program with a status of Registered on the All Learning page. Click the Drop button on the Curriculum Progress - <Curriculum Name> page.	Learner drops curriculum enrollment.
Drop Curriculum - Drop Confirmation	LM_DP_CONF_REG	Click the Drop button on the Drop Curriculum - Review Information page.	Learner receives confirmation that a curriculum program has been dropped.
Register for Certification - Review Information	LM_REVIEW_REG	Click theEnroll button on the My Learning page. Click the Enroll button on the All Learning page. Click the Register button on the Program Details page. Click the Register button on the Available Recertifications page.	Learner views high-level information about a program and registers for programs.
Register For Certification - Registration Confirmation	LM_CONF_REG	Click the Submit Registration button on the Register for Certification - Review Information page.	Learner confirms registration for a certification program.
Drop Certification - Review Information	LM_DP_REVW_REG	Click the Drop button for a certification program with a status of Registered on the My Learning page. Click the Drop button for a certification program with a status of Registered on the All Learning page. Click the Drop button on the Certification Progress - <Certification Name> page.	Learner drops certification enrollment.
Drop Certification - Drop Confirmation	LM_DP_CONF_REG	Click the Drop button on the Drop Certification - Review Information page.	Learner receives confirmation that a certification program has been dropped.
Search Catalog	LM_SEARCH	Self Service, Learning, Search Catalog, Search Catalog Click the Search Activities button on the My Learning page. Click the Search Catalog link on the All Learning page. Click the Search Catalog link on the Certification Status page. Click the Find Learning link on the Learning Objectives page.	Search the catalog.
Browse Catalog - Categories	LM_BROWSE	Self Service, Learning, Browse Catalog, Browse Catalog - Categories Click the Browse Catalog link on the My Learning page. Click the Browse Catalog link on the All Learning page. Click the Browse Catalog link on the Certification Status page.	Browse the catalog.
Browse Catalog - Learning Catalog <category name>	LM_BROWSE2	Click the category link on the Browse Catalog - Categories page.	Learner reviews specific catalog items or programs within a category before adding them to his/her learning plan or making an enrollment.
Comments	LM_ACT_PROG_NOTES	Click the Comments icon on the Activity Progress - <Activity Name> page.	Learners use this page to review instructor comments in their activity records.
Request Learning	LM_SS_LRN_REQ	Click the Request New Learning link on the My Learning page Click the Request New Learning link on the All Learning page. Click the Request New Learning link on the Search Catalog page.	Learner requests a new activity for an existing course in the catalog (for situations where there is an existing course but the course is full, is not scheduled at the right times, is in the wrong language, or does not otherwise meet the learner's needs). Learner requests a new course not found in the catalog. In either case, the learner can enter preferences for delivery method, meeting days and times, language of instruction, and other parameters depending on your configuration, to enable the learning administrator to create and schedule the appropriate learning activity.
Learning Request Confirmation	LM_SS_LRN_REQ_CONF	Click the Submit Request button on the Request Learning page.	Learner receives confirmation of a learning request submission.

Manage Current Activities and Programs

Access the My Learning page (Self Service, Learning, My Learning, My Learning).

Learners can use this page to review their five most current activities and programs. (Records with a status of in progress take precedence followed by those with a status of enrolled or registered, waitlisted, approval pending, and planned.)

Learners can use buttons on the page to enroll in, delete, or drop an activity or program, modify supplemental learning, or launch web-based learning. Available actions depend on business rules, such as add and drop deadlines and delivery method.

(FRA) For French learners, this page includes a DIF Balance group box that displays their DIF balances, DIF in advance balances, and planned DIF hours.

Note. When learners add an activity as Planned to their record, the system does not perform enrollment checking. However, if a learner attempts to enroll in a planned activity, the system performs enrollment checking, and sets the activity to either Enrolled or Pending Approval (if approval is required), or to Pending Payment if payment is still required.

Manage All Learning Activities

Access the All Learning page (Self Service, Learning, All Learning, All Learning).

Learners can use this page to view all learning activities that are scheduled or planned, as well as any activities in which they are currently enrolled or that have been completed or waived. Learners can use this page to enroll in, drop, or modify learning activities, or to launch a web-based learning activity.

Reviewing Certification Status

Access the Certification Status page (Self Service, Learning, Certification Status, Certification Status).

Learners can use this page to review their current and expired certifications within a specified date range. For each certification, learners can view certification name, current status (whether certified or expired), expiration date, recertification date, and certification history. Learners also have the option to recertify by registering for a qualified recertification program.

Reviewing Current Learning Objectives

Access the Learning Objectives - Current Objectives page (Self Service, Learning, Learning Objectives, Learning Objectives).

Learners can use this page to view current learning objectives, see who assigned an objective, add new objectives, search for activities that satisfy learning objectives, and view details of in-progress activities and programs that are linked to objectives. (The Assigned By field identifies the source of the assignment, which can be a person or a system.)

Learners can delete self-assigned objectives that have a status of Needed.

Reviewing Completed Learning Objectives

Access the Learning Objectives - Objectives History page (Click the Objectives History link on the Learning Objectives - Current Objectives page).

Learners can use this page to view a record of their completed objectives within a specified date range.

Entering Supplemental Learning Details

Access the Supplemental Learning page (Click the Continue button on the Supplemental Learning page).

Learners can use this page to enter the details of a supplemental learning activity. This activity complements or replaces learning offered in the catalog. Learners can specify the programs, activities, and objectives for which they should receive credit based on the supplemental learning.

Searching the Catalog

Access the Search Catalog page (Self Service, Learning, Search Catalog, Search Catalog).

Learners can use this page to search for activities to add to their learning plans with a status of either Planned,Enrolled, or Registered.

Browsing the Catalog

Access the Browse Catalog - Categories page (Self Service, Learning, Browse Catalog, Browse Catalog - Categories).

Learner can use this page to browse for activities to add to their learning plans with a status of either Planned,Enrolled, or Registered.

Maintaining Learning Records and Objectives Using Manager Self Service

This section provides and overview of manager self-service actions and discusses how to:

View team members.
Review learning for team members.
Add supplemental learning for team members.
Review certification status for team members.
Review current learning objectives for team members.
Review completed learning objectives for team members.
Create and update learning plans for team members.
Review completed learning plans for team members.

Manager Self-Service Actions

Using self-service pages, managers can accomplish the following actions:

Note. This list presents some of the more common manager activities; it does not include all possible manager actions.

View their team's activity, curriculum, and certification progress.
Approve or deny learning requests and supplemental learning for a team member.
Enroll or register team members in activities and programs, and add learning activities to a plan.

Note. (FRA) If your system is configured to enable DIF tracking, you can request the use of DIF hour when entering an enrollment request for a team member.
Drop activities or programs for team members and remove learning activities and programs from a plan.
Review certification status of team members and enroll learners in recertification programs when current certification is expired.
Add objectives to a team member's learning plan and search for learning that satisfies the objectives.
Request or add supplemental learning.
Request new learning when the appropriate learning cannot be found or does not exist in the catalog.
(FRA) View DIF and DIF in Advance balances and apply DIF hours towards training.

The following sections describe the steps a manager can take to accomplish some of the more common self-service actions.

Note. There are typically several ways to accomplish the same action on the self-service pages. The steps outlined here illustrate one possible way to accomplish these actions.

Approving or Denying Learning Requests for a Team Member

To approve a learning request:

Select Manager Self-Service, Team Learning, Team Members.

The Team Members page appears.
On the Team Members page, review the pending approvals in the Pending Approvals group box.
Select the learner whose request you want to approve and click theApprove button.

The Learning Approvals - Approve Enrollment page appears. Review the status of the approval on this page.

To deny a learning request:

Select Manager Self-Service, Team Learning, Team Members.

The Team Members page appears.
On the Team Members page, review the pending approvals in the Pending Approvals group box.
Select the learner whose request you want to deny and click theDeny button.

The Learning Approvals - Deny Enrollment page appears.
Click the Continue button On the Learning Approvals - Deny Enrollment page to confirm that you want to deny the learning request.

The Learning Approvals - Deny Enrollment Confirmation page appears.
On the Learning Approvals - Deny Enrollment Confirmation page, verify that the status of the learning request is Denied.

Enrolling in and Dropping Activities for Team Members

To enroll team members:

Select Manager Self-Service, Team Learning, Team Members.

The Team Members page appears.
On the Team Members page, select the learners that you want to enroll in an activity from the list of direct reports in the Team Members group box.
Select Enroll in the Group Actions field at the bottom of the page and click the Go button.

The Search Catalog page appears.
On the Search Catalog page, click the Search Activities button and search for an activity in which to enroll the selected learners.
Click the Enroll link for the desired course or activity.

The Enroll in Activity - Review Information page appears.

(FRA) If you have enabled DIF tracking, you can select the Apply Activity Toward DIF check box on the Enroll in Activity - Review Information page to use DIF balance hours when you enroll a learner in training.
Click the Submit Enrollment button on the Enroll in Activity - Review Information page to enroll the selected learners.

The Enroll in Activity - Enrollment Confirmation page appears. Review the enrollment status of the selected learners on this page.
Click the Team Learning link on the Enroll in Activity - Enrollment Confirmation page.

The Team Learning page appears
Review the information for the selected learners and activity on the Team Learning page.

To drop a team member from an activity:

Select Manager Self-Service, Team Learning, Team Learning.

The Team Learning page appears.
On the Team Learning page, click the Drop button for the learner and activity you want to drop.

The Drop Activity - Review Information page appears.
Click the Drop button on the Drop Activity - Review Information page to drop the learner from the activity.

The Drop Activity - Drop Confirmation page appears. Review the learners' enrollment status on this page.
Click the Team Learning link on the Drop Activity - Drop Confirmation page.

The Team Learning page appears
Review the learner's enrollment status on the Team Learning page.

Registering for and Dropping Curriculum Programs for Team Members

To register team members:

Select Manager Self-Service, Team Learning, Team Members.

The Team Members page appears.
On the Team Members page, select the learners that you want to enroll in a curriculum program from the list of direct reports in the Team Members group box.
Select Register in the Group Actions field at the bottom of the page and click the Go button.

The Search Catalog page appears.
Click the Advanced Search link on the Search Catalog page.

The Search Catalog - Advanced Search page appears.
On the Search Catalog - Advanced Search page, enter Curriculum in the Type field and click the Search button.
Review the search results and click the Register link for the desired curriculum program.

The Register for Curriculum - Review Information page appears.
Click the Submit Registration button on the Register for Curriculum - Review Information page to register the selected learners for the program.

The Register for Curriculum - Registration Confirmation page appears. Review the registration status of the selected learners on this page.
Click the Team Learning link on the Register for Curriculum - Registration Confirmation page.

The Team Learning page appears
Review the learners' registration status on the Team Learning page.

To drop a curriculum program for a team member:

Select Manager Self-Service, Team Learning, Team Learning.

The Team Learning page appears.
On the Team Learning page, click the Drop button next to the curriculum program and learner you want to drop.

The Drop Curriculum - Review Information page appears.
Click the Drop button on the Drop Curriculum - Review Information page to drop the learner from the program.

The Drop Curriculum - Drop Confirmation page appears. Review the learner's registration status on this page.
Click the Team Learning link on the Drop Curriculum - Drop Confirmation page.

The Team Learning page appears
Review the learner's registration status on the Team Learning page.

Registering for and Dropping Certification Programs for Team Members

To register team members:

Select Manager Self-Service, Team Learning, Team Members.

The Team Members page appears.
On the Team Members page, select the learners that you want to enroll in a certification program from the list of direct reports in the Team Members group box.
Select Register in the Group Actions field at the bottom of the page and click the Go button.

The Search Catalog page appears.
Click the Advanced Search link on the Search Catalog page.

The Search Catalog - Advanced Search page appears.
On the Search Catalog - Advanced Search page, enter Certification in the Type field and click the Search button.
Review the search results and click the Register link for the desired certification program.

The Register for Certification - Review Information page appears.
Click the Submit Registration button on the Register for Certification - Review Information page to register the selected learners for the program.

The Register for Certification - Registration Confirmation page appears. Review the registration status of the selected learners on this page.
Click the Team Learning link on the Register for Certification - Registration Confirmation page.

The Team Learning page appears
Review the learners' registration status on the Team Learning page.

To drop a certification program for a team member:

Select Manager Self-Service, Team Learning, Team Learning.

The Team Learning page appears.
On the Team Learning page, click the Drop button next to the certification program and learner you want to drop.

The Drop Certification - Review Information page appears.
Click the Drop button on the Drop Certification - Review Information page to drop the learner from the program.

The Drop Certification - Drop Confirmation page appears. Review the learner's registration status on this page.
Click the Team Learning link on the Drop Certification - Drop Confirmation page.

The Team Learning page appears
Review the learner's registration status on the Team Learning page.

Adding Objectives to a Learning Plan and Searching for Learning That Satisfies an Objective

To add objectives to a learning plan for a group of learners and search for learning that satisfies an objective:

Select Manager Self-Service, Team Learning, Team Members.

The Team Members page appears.
On the Team Members page, select the learners for whom you want to define an objective from the list of direct reports in the Team Members group box.
Select Add Objective in the Group Actions field at the bottom of the page and click the Gobutton.

The Add New Objective page appears
Click the Search button on the Add New Objective page.

The search results appear.
On the search results page, select the objective you want to add to the selected learners' learning plans, enter the target completion date, indicate whether the objective is required, and click the Add button.

The Team Learning Objectives - Current Objectives page appears.
Click the Save button on the Team Learning Objectives - Current Objectives page to save the objective.
For any one of the learners selected is step 2, click the Find Learning link on the Team Objectives - Current Objectives page .

The Search Catalog page appears, displaying learning activities that satisfy the specified objective.
On the Search Catalog page, click the Enroll link to enroll the learner selected in the previous step in a learning activity that meets the desired objective.

The Select Learner page appears.
On the Select Learner page, select all learners with the same objective and learning requirements as the student selected in step 7, enter Enroll in the Group Actions field, and click the Go button.

The Enroll in Activity - Review Information page appears.
Click the Submit Enrollment button on the Enroll in Activity - Review Information page to enroll the learners in the activity.

The Enroll in Activity - Enrollment Confirmation page appears. Confirm that the learners are enrolled in the activity.
Click the Team Learning link on the Enroll in Activity - Enrollment Confirmation page.

The Team Learning page appears.
Review the information for the activity and selected learners on the Team Learning page.

Requesting or Adding Supplemental Learning

To request or add supplemental learning:

Select Manager Self-Service, Team Learning, Supplemental Learning.

The Select Learner page appears.
On the Select Learner page, click the Add button for the learner for whom you want to create supplemental learning.

The Supplemental Learning page appears.
On the Supplemental Learning page, select the type of supplemental learning (for example, equivalent experience, external learning, or on-the-job training) that you want the learner to receive credit for, and click the Continue button.

Note. Define the supplemental learning types used by your organization on the Define Supplemental Learning - Details page.

A second Supplemental Learning page appears on which you can enter detailed information about the supplemental learning.
Enter the requested information and select one of the following statuses: In Progress, Planned, or Submit for Approval.
If applicable, click the Add Program button to define the program for which you want the learner to receive credit when he/she completes the supplemental learning.

The Add Program to Get Credit For page appears.
Click the Search Programs button On the Add Program to Get Credit For page and review the search results.
On the search results page, click the Add link for the program that you want the learner to receive credit for.

The Supplemental Learning page appears.

Note. If you want the learner to receive credit for activities or objectives, select the Add Activity or Add Objective button on the Supplemental Learning page and add an activity or objective in the same way you previously added a program. When you do this, the Add Activity to Get Credit For and the Add Objective to Get Credit For pages appear, and you can search for an activity or objective to associate with the supplemental learning.
Click the Save button on the Supplemental Learning page.

Note. Not all supplemental learning provides credit towards the completion of programs, activities, and objectives–the type and scope of credit that can be granted must be defined during setup of the different types of supplemental learning.

See Setting Up Supplemental Learning Types.

Requesting New Learning for Team Members (if existing learning does not meet needs or learning does not exist in the catalog)

To request new learning for team members:

Select Manager Self-Service, Team Learning, Team Members.

The Team Members page appears.
Click the Request New Learning link on the Team Members page.

The Request Learning page appears.
On the Request Learning page, indicate whether you are:
1. Requesting an activity for an existing course that does not meet the needs of your team members (for example, existing course activities are in the wrong language, are delivered in the wrong locations or formats, or are not currently offered).
2. Requesting an entirely new course for which there are no activities in the catalog.
If you are requesting an activity for an existing course that does not meet the needs of your team members (option 1), click the Search button on the Request Learning page to search for the course.

The Search Catalog page appears.
Review the list of courses in the search results on the Search Catalog page and click Select next to the catalog item for which you are requesting a new learning activity.

This returns you to the Request Learning page.
If you are requesting an entirely new course for which there are no activities in the catalog (option 2), specify the learning category and the proposed title of the course in the Category and Title fields on the Request Learning page.
After selecting option 1 or 2, define the learners' learning preferences on the Request Learning page (such as best days or times for learning, preferred delivery method or language, preferred location) and click the Continue button.

The Request Learning page appears.
On the Request Learning page, select the team members for whom you are making the learning request—or reserve seats in a class if you are unsure who will attend the requested activity—and click the Submit Request button.

The Learning Request Confirmation page appears. Review the information on this page to confirm that your request was submitted successfully.
Click theTeam Learning link on the Request Learning - Request Confirmation page and review the details of the learning request.

Creating and Updating Learning Plans for Team Members

To create a new learning plan for a team member:

Select Manager Self Service, Team Learning, Team Learning Plans.

The Team Learning Plans - Current Learning Plans page appears.
Click the Update Learning Plans link.

The Team Learning Plans page appears.
Select the check box next to learners for whom you want to create a new learning plan.
Click the Create New Learning Plan link.

The Add Learning Plan to Learner group box appears.
Click the Create button.
Enter a title for the new learning plan and click the OK button.

The Team Learning Plans page appears.
Click Save on the Team Learning Plans page.

To add an activity to a team member's learning plan:

Select Manager Self Service, Team Learning, Team Learning Plans.

The Team Learning Plans - Current Learning Plans page appears.
Click the Update Learning Plans link.

The Team Learning Plans page appears.
Select the check box next to learner whose learning plan you want to update.
Click the Add New Learning to Plan link.

The Search Catalog page appears.
Click the Search Activities button.

The Search Catalog page appears with a list of activities.
Click the Add to Plan link next to the activity that you want to add.

The Select Learning Plans page appears.
Select the check box next to the learning plan to which you want to add the activity.
Click OK on the Select Learning Plans page.

See Managing Team Learning Plans.

(FRA) Viewing DIF and DIF in Advance Balances

To view DIF and DIF in Advance balances:

Select Manager Self-Service, Team Learning, Team Members.

The Team Members page appears.
On the Team Members page, select the learner whose DIF and DIF in Advance balance hours you want to view, select Go To Team Learning, and click the Go button.

The Team Learning page appears.
On the Team Learning page, view the learner's DIF and DIF in Advance balance hours.

Manager Self-Service Prerequisites

Before managers can access their team learning plans and learning plan history records, the relationship between managers and team members must be defined in the system. These relationships are defined by importing employee and manager relationship data from an external human resources system through Enterprise Integration Points (EIPs), specifying the Manager Access Type on the Install Default - General page, and running the Load Manager Data process.

See Understanding Person and Organization EIPs.

Pages Used to Maintaining Learning Records and Objectives Using Manager Self Service

Note. There may be multiple navigations to the same self-service page; the list of pages that follows does not contain all of the possible navigations—only the most common ones are shown.

Page Name	Definition Name	Navigation	Usage
Team Members	LM_MANAGER_HM	Manager Self Service, Team Learning, Team Members, Team Members Click the Team Members link on the Team Learning page.	View team members.
Team Learning	LM_MGR_GRP_CURNT	Select Go To Team Learning on the Team Members page for a specific learner. Manager Self Service, Team Learning, Team Learning, Team Learning Click the Team Learning link on the Team Members page.	Review learning for team members. (FRA) Manager views DIF and DIF in Advance balance for a specific learner.
Team Certification Status	LM_MGR_CERT_STATUS	Manager Self Service, Team Learning, Certification Status, Team Certification Status	Review certification status for team members.
Team Member Certification Status	LM_TM_CERT_STTS	SelectGo To Certification Status on the Team Members page for a specific learner.	Managers can view current and expired certifications for a specific learner. For each certification, managers can view certification name, current status, expiration date, recertification date, and history. Managers also have the option to register a team member for a recertification program.
Completed Learning - Certification History	LM_MGR_CERT_HIST	Click the View History link on the Team Certification Status page. Click the View History link on the Team Member Certification Status page.	Managers can view a learner's certification and recertification history for a specific certification program.
Available Recertifications	LM_MGR_RECERT	Click the Recertify link on the Team Certification Status or Team Member Certification Status page.	Managers can view the available recertification programs for a particular certification and can register learners for a recertification program.
Team Learning Objectives - Current Objectives	LM_OBJV_MTM	Manager Self Service, Team Learning, Team Learning Objectives, Team Learning Objectives Click the Current Objectives link on the Team Objectives - Objectives History page.	Review current learning objectives for team members.
Team Member Objectives	LM_OBJV_MGR	Select Go To Learning Objectives on the Team Members page for a specific learner.	Manager views current learning objectives for specific team members, sees who assigned an objective, adds and deletes objectives, identifies required objectives, and searches for activities that satisfy learning objectives.
Add New Objective	LM_OBJV_ADD_OBJV	Select the learners for whom you want to add an objective on the Team Members page, select Add Objective in the Group Actions field, and then click Go. Click the Add New Objective button on the Team Member Objectives page.	Manager searches for, selects, and adds new objectives to learners' records. If a rating model is associated with the objective, the manager must specify a proficiency level for the objective. The manager can also add a target completion date and select a Required indicator.
Team Learning Objectives - Objectives History	LM_OBJV_MTM_HIST	Click the Objectives History link on the Team Learning Objectives - Current Objectives page.	Review completed learning objectives for team members.
Maintain Objectives - Delete Confirmation	EO_DEL_CONFIRM	Click the delete icon on the Team Objectives - Current Objectives and Team Member Objectives pages.	Manager confirms deletion of an objective.
Objectives Detail	LM_OBJV_DTL	Click the name of the objective in the Title column on the Learning Objectives - Current Objectives page, the Learning Objectives - Objectives History page, or the Team Member Objectives page.	Manager views details of a learner's objectives, including the proficiency level, status, target completion date, and who assigned the objective.
Supplemental Learning	LM_ADHC_MGR_HM	Manager Self Service, Team Learning, Supplemental Learning, Supplemental Learning	Add supplemental learning for team members
Supplemental Learning	LM_SEL_ADHC_TYPE	Select Go To Supplemental Learning on the Team Members page for a specific learner and click Go. Click the Add button on the Supplemental Learning page (LM_ADHC_MGR_HM).	Manager selects the category of supplemental learning (external learning, equivalent experience, on-the-job training, and so on) that he/she wants to assign to a team member.
Supplemental Learning	LM_ADHC_LRN_PG	Click the Continue button on the Supplemental Learning page. Click the name of the supplemental learning in the Title column of the Team Member Learning group box on the Team Learning page. Click the Modify button for a supplemental learning item on the Team Learning page.	Managers define the details of a specific supplemental learning activity. This activity complements or replaces learning offered in the catalog. Note. Managers and administrators have the ability to modify supplemental learning even if it has a status of Completed.
Add Program to Get Credit For	LM_ADHC_PRG_LKP	Click the Add Program button on the Supplemental Learning page.	Managers add programs for which their team members should receive credit when they complete their supplemental learning.
Add Activity to Get Credit For	LM_ADHC_CI_PG	Click the Add Activity button on the Supplemental Learning page.	Managers add activities for which their team members should receive credit when they complete their supplemental learning.
Add Objective to Get Credit For	LM_ADHC_OBJ_PG	Click the Add Objectives button on the Supplemental Learning page.	Managers add objectives for which their team members should receive credit when they complete their supplemental learning.
Activity Progress - <Activity Name>	LM_ACT_PROG	Click the activity name in the Title column of the Team Member Learning group box on the Team Learning page for activities with a status of Enrolled, In-Progress, Pending Approval, Pending Payment, or Waitlisted.	Managers review details of a learner's activities, including the activity syllabus and all activity components, schedules, grade and attendance records, notes and attachments, as well as approval and payment details. Managers can also drop team members from learning activities.
Curriculum Progress - <Curriculum Name>	LM_PRG_PROGRESS	Click the name of the curriculum program in the Title column of the Team Member Learning group box on the Team Learning page.	Managers review learners' progress toward completion of the activities within each section of the program; they enroll and register learners in activities for the curriculum program, and review program objectives, completion rules, notes, and registration details. Managers can also drop learners from a curriculum program.
Certification Progress - <Certification Name>	LM_PRG_PROGRESS	Click the certification name link on the Team Certification Status page. Click the name of the certificate program in the Title column of the Team Member Learning group box on the Team Learning page.	Managers can review completion details for each section of a program, review program objectives, review activity completion details, review registration details, and drop a team member's program registration.
<Activity Name>	LM_LEARN_ITM_DTL	Click the name of the activity in the Title column of the Team Member Learning group box on the Team Learning page.	Managers use this page to review details of planned activities. Managers can also add activities to a plan, or delete, drop, and enroll team members in activities. Available actions depend on business rules, add and drop deadlines, delivery method, and so on.
Activity Progress - Assignment Progress	LM_LC_ASGN_PROG	Click the assignment name link on the Activity Progress - <Activity Name> page.	Manager updates the completion status for an assignment (if permitted) and enters notes about the assignment.
Activity Progress - Webcast Progress	LM_LC_LWC_PROG	Click the webcast name link on the Activity Progress - <Activity Name> page.	Manager reviews a learner's grade, score, attendance record, and progress on a live webcast.
Activity Progress - Recorded Webcast Progress	LM_LC_WEB_PROG	Click the recorded webcast name link on the Activity Progress - <Activity Name> page.	Manager reviews a learner's grade, score, attendance record, and progress on a recorded webcast.
Activity Progress - Web-based Progress	LM_LC_WEB_PROG	Click the web-based activity name link on the Activity Progress - <Activity Name> page.	Manager reviews a learner's grade, score, attendance record, and progress on a web-based course.
Activity Progress - Test Progress	LM_LC_WEB_PROG	Click the test name link on the Activity Progress - <Activity Name> page.	Manager reviews a learner's grade, score, attendance record, and progress on a test.
Activity Progress - Survey Progress	LM_LC_WEB_PROG	Click the survey name link on the Activity Progress - <Activity Name> page.	Manager reviews a learner's grade, score, attendance record, and progress on a survey.
Activity Progress - Sessions Progress	LM_LC_SES_PROG	Click the session name link on the Activity Progress - <Activity Name> page.	Manager reviews a learner's grade, score, attendance record, and progress for a session.
Instructors	LM_INSTR_DTL	Click on the name of the instructor on the Activity Progress - <Learning Component Type> page.	Manager views instructor information.
Activity Details	LM_LEARN_ACT_DTL	Click the Activity Name link on the Activity Progress - <Activity Name> page.	Managers review details of an activity, including the activity syllabus and components, the activity schedule, related objectives, and notes and attachments. Managers can enroll learners in an activity, or add activities to a team member's learning plan.
Program Details	LM_PRG_SUMM_PG	Click the Program Name link on the Curriculum Progress - <Curriculum Name> page or the Program Name link on the Certification Progress - <Certification Name> page. Click the Recertification Name link on the Available Recertifications page. Click the program name link on the Search Catalog page.	Managers view details about a program, including its description, sections and activities, objectives met, prerequisites, notes, and attachments. Also, managers can register team members for a program or add programs to a plan.
Objectives Detail	LM_OBJV_DTL	Click the name of the objective in the Title column of the Team Objectives page.	Managers use this page to review descriptions of objectives and find learning related to an objective.
Enroll in Activity - Review Information	LM_REV_ENRLMT_TEAM	Click theEnroll button on the Team Learning page. Click the Enroll button on the Activity Details page. Click the Enroll button on the <Activity Name> page.	Manager enrolls team members in courses.
Enroll in Activity - Enrollment Confirmation	LM_CONF_ENRLT_TEAM	Click the Submit Enrollment button on the Enroll in Activity - Review Information page. (This button appears only if the prerequisites for the activity have been met or are not enforced.)	Manager reviews and confirms a team member's enrollment in the selected activity. If the activity is full, manager receives confirmation that the learner has been added to the waitlist.
Drop Activity - Review Information	LM_DP_REVW_ENRLMT	Click the Drop button for an activity with a status of Pending Approval, Pending Payment, Enrolled, or In-Progresson the Team Learning page. Click the Drop button for an activity with a status of Pending Approval, Pending Payment, Enrolled or In-Progress on the Activity Progress - <Activity Name> page.	Manager drops a team member's enrollment in activities.
Drop Activity - Drop Confirmation	LM_DP_CONF_ENRLMT	Click the Drop button on the Drop Activity - Review Information page.	Manager receives confirmation that a learner has been dropped from an activity.
Register For Curriculum - Review Information	LM_REVIEW_REG	Click theEnroll button on the Team Learning page. Click the Register button on the Program Details page.	Manager registers a learner for a curriculum program.
Register For Curriculum - Registration Confirmation	LM_CONF_REG	Click the Submit Registration button on the Register For Curriculum - Review Information page.	Manager confirms that a learner is registered for a curriculum program.
Drop Curriculum - Review Information	LM_DP_REVW_REG	Click the Drop button for a curriculum program with a status of Registered on the Team Learning page. Click the Drop button for a curriculum program with a status of Registered on the Curriculum Progress - <Curriculum Name> page.	Manager drops a team member's curriculum enrollment.
Drop Curriculum - Drop Confirmation	LM_DP_CONF_REG	Click the Drop button on the Drop Curriculum - Review Information page.	Manager receives confirmation that a team member has been dropped from a curriculum program.
Register for Certification - Review Information	LM_REVIEW_REG	Click the Enroll button on the Team Learning page. Click the Register button on the Available Recertifications page. Click the Register button on the Program Details page.	Manager reviews high-level information about a certification program and registers a learner for the program.
Register For Certification - Registration Confirmation	LM_CONF_REG	Click the Submit Registration button on the Register for Certification - Review Information page.	Manager confirms that a learner is registered for a certification program.
Drop Certification - Review Information	LM_DP_REVW_REG	Click the Drop button for a certification program with a status of Registered on the Team Learning page. Click the Drop button on the Certification Progress - <Certification Name> page.	Manager drops a team member's certification enrollment.
Drop Certification - Drop Confirmation	LM_DP_CONF_REG	Click the Drop button on the Drop Certification - Review Information page.	Manager receives confirmation that a team member has been dropped from a certification program.
Search Catalog	LM_SEARCH	Manager Self Service, Team Learning, Search Catalog, Search Catalog Click the Search Catalog link on the Team Members page. Click the Search Catalog link on the Team Learning page. Click the Search Catalog link on the Team Certification Status page. Click the Find Learning link on the Team Objectives page.	Manager searches for activities to add to a team member's learning plan with a status of either Planned,Enrolled, or Registered.
Browse Catalog - Categories	LM_BROWSE	Manager Self Service, Team Learning, Browse Catalog, Browse Catalog - Categories Click the Browse Catalog link on the Team Members page. Click the Browse Catalog link on the Team Learning page. Click the Browse Catalog link on the Team Certification Status page.	Manager browses categories of learning activities or programs.
Browse Catalog - Learning Catalog <Category Name>	LM_BROWSE2	Click the category link on the Browse Catalog - Categories page.	Manager reviews specific catalog items or programs within a category before adding them to a team member's learning plan or making an enrollment.
Select Learner	LM_TEAM_LEARNER	Click the Enroll button on the Search Catalog page. Click the Register button on the Search Catalog page. Click the Select link on the Browse Catalog - Catalog Items and Programs page.	Managers select learners they want to enroll or register in activities or programs.
Comments	LM_ACT_PROG_NOTES	Click the Comments icon on the Activity Progress - <Activity Name> page.	Managers use this page to review instructor comments on learners' activity records.
Request Learning	LM_SS_LRN_REQ	Click the Request New Learning link on the Team Members page Click the Request New Learning link on the Team Learning page. Click the Request New Learning link on the Search Catalog page.	Manager requests a new activity for an existing course in the catalog (for situations where there is an existing course but the course is full, is not scheduled at the right times, is in the wrong language, or does not otherwise meet the learner's needs). Manager requests a new course not found in the catalog. In either case, the manager can enter preferences for delivery method, meeting days and times, language of instruction, and other parameters depending on your configuration, to enable the learning administrator to create and schedule the appropriate learning activity.
Request Learning	LM_SS_LRQ_LRNRS	Click the Continue button on the Request Learning (LM_SS_LRN_REQ) page.	Managers select specific learners for an activity, or reserve seats in a class if they are unsure who will attend the requested activity.
Learning Request Confirmation	LM_SS_LRN_REQ_CONF	Click the Submit Request button on the Request Learning page.	Manager confirms submission of a learning request.
Learning Approvals - Approve Enrollment	LM_MGR_APPR_RESULT	Click the Approve button on the Team Members page.	Manager approves enrollment request.
Learning Approvals - Deny Enrollment	LM_MGR_DEC_RESULT	Click theDeny button on the Team Members page.	Manager indicates that he/she wants to deny an enrollment request.
Learning Approvals - Deny Enrollment Confirmation	LM_DEC_TRN_RESULT	Click the Continue button on the Learning Approvals - Deny Enrollment page.	Manager denies enrollment request and confirms that the request has been denied.
Enrollment Details	LM_APPRVL_DTLS	Click the Details link on the Team Members page in the Pending Approvals group box.	Manager views detailed information related to the learning activity or program prior to denying or approving a learning request.
User Profile	LM_PERSON_DETAIL	Click the learner name link on the Team Members page. Click the learner name link on the Team Learning page. Click the name link in the Assigned By column on the Team Objectives - Current Objectives page. Click the name link in the Assigned By column on the Team Objectives - Objectives History page. Click the learner name link on the Select Learner page.	Manager reviews profiles of individuals or sources that added objectives or activities to learners' records.

Viewing Team Members

Access the Team Members page (Manager Self Service, Team Learning, Team Members, Team Members).

Managers can use this page to review a list of all team members, oversee team learning, approve or deny learning requests, and access other self-service pages used to manage team learning.

Reviewing Learning for Team Members

Access the Team Learning page (Manager Self Service, Team Learning, Team Learning, Team Learning).

Managers can use this page to view a list of learning activities that their team members are enrolled in and curricula and certifications for which they are registered. Managers can view the details, progress status, and schedules for their learning by clicking on the name of the activity or program. They can also enroll and drop team members from learning activities and programs, or modify learning requests.

(FRA) When you filter for French learners, this page includes a DIF Balance group box that displays their DIF balances, DIF in advance balances, and planned DIF hours.

Adding Supplemental Learning for Team Members

Access the Supplemental Learning page (Manager Self Service, Team Learning, Supplemental Learning, Supplemental Learning).

Managers can use this page to add supplemental learning activities for team members.

Review Certification Status for Team Members

Access the Team Certification Status page (Manager Self Service, Team Learning, Certification Status, Team Certification Status).

Managers can use this page to review current and expired certifications for their entire teams within a specified date range. For each certification, managers can view certification name, current status, expiration date, recertification date, and history. Managers also have the option to register a team member for a recertification program.

Review Current Learning Objectives for Team Members

Access the Team Learning Objectives - Current Objectives page (Manager Self Service, Team Learning, Team Learning Objectives, Team Learning Objectives).

Managers can use this page to view current learning objectives for their entire teams, see who assigned an objective, delete objectives, and search for activities that satisfy learning objectives. (The Assigned By field identifies the source of the assignment, which can be a person or a system.)

Review Completed Learning Objectives for Team Members

Access the Team Learning Objectives - Objectives History page (Click the Objectives History link on the Team Learning Objectives - Current Objectives page).

Managers can use this page to view the record of a learner's completed objectives within a specified date range.