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Understanding Setup Steps

You can create objectives by importing them from a human resources application or you can create objectives manually. This topic provides overviews of both methods. After you define objectives, you assign them to courses and programs. You can optionally assign objectives to positions and job codes as well.

Importing Objectives from HR

To import objectives from human resources:

  1. Ensure that an external source code is set up to identify the source application.

  2. Run the RATING_MODEL_FULLSYNC EIP to import rating models.

  3. Review imported rating models.

  4. Run the COMPETENCY_FULLSYNC1 EIP to import competencies.

  5. Review the Objectives External Source table (LM_OBJV_EXT_SRC) to ensure it contains the imported competency data.

  6. Review the LM_OBJV_TBL table and note the number of objectives that were created in Enterprise Learning Management based on the imported competency data.

  7. Review the system-generated objectives using the Define Learning Objectives page.

  8. Run the ROLE_COMP_FULLSYNC EIP to import competencies for job codes and positions.

  9. Review imported job role competency data.

  10. Run the PERSON_COMPETENCY_FULLSYNC EIP to import competency values that are associated with learners in the external human resources system into staging tables.

  11. Validate the person competency data in the staging table and load the data into the Learner Objectives table in Enterprise Learning Management.

    Use the Load Person Competency Tables (LM_RUNCTL_OBJV) component to run the necessary processes.

  12. Activate the following incremental sync EIP messages: RATING_MODEL_SYNC, COMPETENCY_SYNC1, ROLE_COMPETENCY_SYNC, and PERSON_COMPETENCY_SYNC.

  13. Build a search index for objectives.

  14. (Optional) Assign objectives to job codes and position numbers.

  15. Assign objectives to courses and programs.

Setting Up Objectives Manually

To define objectives when you do not integrate with an external human resources system:

  1. (Optional) Import job codes and position numbers.

    This step is necessary if you want to map objectives to job codes and position numbers.

  2. Create rating models.

  3. Define objectives.

  4. Build a search index for objectives.

  5. (Optional) Assign objectives to job codes and position numbers.

  6. Assign objectives to courses and programs.