Reviewing and Defining External Learner Data
To define profiles for external learners, use the External Learners (LM_PERSON_EXT) component.
This topic lists prerequisites and discusses how to:
Define external learner profile information.
Define external learner address information.
Define external learner attributes.
Define external learner contract information.
Pages Used to Review and Define External Learner Data
Page Name |
Definition Name |
Usage |
|
---|---|---|---|
Profile Info (profile information) |
LM_PERSON |
|
Define primary information about the learner, such as language code, preferred communication method, and learning environment ID. |
External Learners - Address History |
LM_PERSON_ADDR |
|
Define external learner address information. |
Edit Address |
EO_ADDR_USA_SEC |
Click the Edit Address link on the Address History page. |
Edit the external learner's address information. |
External Learners - Learner Attributes |
LM_LRNR_ATTRIBS |
|
Define learning preferences for external learners, such as preferred language and content delivery method. |
External Learners - Contracts |
LM_LRN_CONTRACT |
|
Define external learner contract information. |
Prerequisites for Reviewing and Defining External Learner Data
Before you define profiles for external learners:
Define user IDs for external learners.
Define learning environments.
Define customer organizations.
(Optional) Define purchase orders and training units.
(Optional) Define learner attributes.
(FRA) Define contract types.
Profile Info Page
Use the Profile Info (profile information) page (LM_PERSON) to define primary information about the learner, such as language code, preferred communication method, and learning environment ID.
Image: Profile Info: Primary Learner Information page
This example illustrates the fields and controls on the Profile Info: Primary Learner Information page.
Primary Learner Information: Profile Information
Primary Learner Information: Personal Data
Primary Learner Information: Job Information
Effective Date |
Enter the effective date for the job. |
Learner Status |
Enter the learner's status for the job. A learner can have more than one active job on a record. |
Organization |
Enter the organization with which this learner is associated. Organization values are defined in the Customer component. See Defining Customers. Note: When a learner self-enrolls in a class that has charges, and uses the chargeback method, the system looks for the business unit that you associated with the selected customer organization on the Payment Information page, to locate the corresponding mapped general ledger business unit. The system populates the self-service ChartField value fields, which define the department and account information to which you want to charge the class cost, by default to the values that are defined for the mapped general ledger business unit. If you define the ChartFields to appear during enrollment by selecting the Display chartfields to Self-Service Users on the Payment Information page, the default values appear to the learner or administrator and are available for edit. |
Job Title |
Enter the external learner's job title. |
Currency Code |
Enter the currency code that is associated with this job, for this learner. This field is for informational purposes only. |
Learner Type |
Select the learner type for the external learner. Values are: Job Seeker, Other, Paid by Individual, Salary Paid by Employer, and Salary for Prof Contract (salary for professional contract). |
Primary Learner Information: Payment Method
Primary Learner Information: Primary Communication
The system displays the external learner's primary communication information, as defined on the Address History page.
Learner Name
Access the Profile Info page. Click the Learner Name link.
Image: Profile Info: Learner Name page
This example illustrates the fields and controls on the Profile Info: Learner Name page.
Type of Name |
Select the name type. The delivered name type values are: Preferred and Primary. You can define additional name types on the Name Types page. See Name Types Page. |
Effective Date |
Enter the effective date for each name that is within a name type. |
Format for Country |
Enter the country format. This field has no code connected with it. |
Learner Name: Person Name
The fields in the Person Name group box display the learner's name information. Click the Refresh the Name Field button to update the display of the external learner's name.
External Learners - Address History Page
Use the External Learners - Address History page (LM_PERSON_ADDR) to define external learner address information.
Image: External Learners - Address History page
This example illustrates the fields and controls on the External Learners - Address History page.
Phone
Contracts Page
Use the Contracts page (LM_LRN_CONTRACT) to define external learner contract information.
This page is the same as the one you use to define contract information for internal learners with one exception. You can edit the fields on this page regardless of whether the Contract Integration with HCM check box is selected for the learner's learning environment.