Setting Up and Managing Training Unit Pools

To set up training unit pools, use the Customers component (LM_CUSTOMER_MAIN) and the Maintain Training Units component (LM_TU_ITEMS).

This topic provides an overview of training units and discusses how to:

Set up training unit pools.
Manage training unit pools.

Pages Used to Set Up and Manage Training Unit Pools

Page Name	Definition Name	Navigation	Usage
Payment Information	LM_MOP_ADMIN	select Enterprise Learning, then select Organizations, then select Customers, then select Payment Information	Set up training unit pools for a customer organization.
Maintain Training Units	LM_TU_ITEMS	select Enterprise Learning, then select Financial Details, then select Maintain Training Units, then select Maintain Training Units	View information for purchased training units and add training units to a training unit pool.

Understanding Training Units

Training units are prepaid units that external organizations can purchase at a discounted price. They enable you to presell training that learners can use at a later date. The system depletes training units from the prepaid account each time a learner from the customer organization uses the account to pay for enrollment, registration, or drop fees. This prepaid account is referred to as a training unit pool.

PeopleSoft Enterprise Financials or a third-party financials system handles the actual purchase and accounting of training units for a training unit pool. Enterprise Learning Management tracks and maintains training unit pools after the customer organization purchases them.

Each customer organization can have multiple training unit pools. You can associate each learner from the customer organization with one or more training unit pools. This association allows the learners to use the training unit pools to pay for enrollment, registration, and drop fees.

Customer organizations can purchase training units for a training unit pool as often as necessary to replenish the pool. Each time the customer organization purchases training units, you must add a new row to the training unit pool. The system deducts training units on a first in first out basis. When a learner uses training units, the system deducts the units from the first row in the training unit pool. After the system deducts training units from a row, you cannot edit or delete the row, even when the learner drops the class or program and the balance for the row returns to the full amount. Create new rows to add more units to the training unit pool.

Enterprise Learning Management provides two reports that enable you to track training unit pool usage by customer organization.

Payment Information Page

Use the Payment Information page (LM_MOP_ADMIN) to set up training unit pools for a customer organization.

Navigation

select Enterprise Learning, then select Organizations, then select Customers, then select Payment Information

See Payment Information Page.

Maintain Training Units Page

Use the Maintain Training Units page (LM_TU_ITEMS) to view information for purchased training units and add training units to a training unit pool.

Navigation

select Enterprise Learning, then select Financial Details, then select Maintain Training Units, then select Maintain Training Units

Image: Maintain Training Units page

This example illustrates the fields and controls on the Maintain Training Units page.

Date of Purchase

Enter the purchase date.

Expiration Date

Enter the expiration date. Learners cannot use training units after the expiration date.

Units

Enter the number of training units purchased.

Total Paid

Enter the total amount paid for the training units.

Currency

Displays the currency used to purchase the training units. Define the training unit pool currency on the Payment Information page. The currency of a training unit pool must match the currency of a class or program fee for a learner to successfully enroll in the class or register for the program.

Balance

Displays the current training unit balance.