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Oracle CRM On Demand for Partner Relationship Management Configuration Guide > Managing Partner Relationships > Example Process of Managing a CourseThis topic provides an example of a typical process for managing a course. Your company may follow a different process according to its business requirements. This process is similar for accreditations, certifications, and exams. To manage a course, perform the following tasks:
Creating a CourseThis task is a step in Example Process of Managing a Course. Only three fields are required when creating a course: the Name, Status, and Owner fields. You can make additional fields mandatory through configuration. Complete the following steps to create a course.
Associating a Course with Products, Product Categories, and SolutionsThis task is a step in Example Process of Managing a Course. You can associate a course with one or more products and product categories. If the course is appropriate for only one product or one product category, then use the Primary Product field or Primary Product Category field. If the course is applicable to more than one product or more than one product category, then perform the following task. Complete the steps in the following procedure to associate a course with products, product categories, and solutions. To associate a course with products, product categories, and solutions
NOTE: Perform the previous task to relate a course to solutions, regardless of whether the course is related to one solution or many solutions. Defining Dependencies on Other CoursesThis task is a step in Example Process of Managing a Course. A course is usually related to other courses as a prerequisite, follow-up, and so on. Oracle CRM On Demand enables you to define these relationships by performing the following task. However, these relationships are not enforced and exist only for informational purposes. Complete the steps in the following procedure to define dependencies on other courses. To define dependencies on other courses
NOTE: The list of values in the Relationship field is configurable. You can add, modify, or remove items from the relationship list. Associating a Course with Exams and CertificationsThis task is a step in Example Process of Managing a Course. A course usually culminates in one or more exams. If the contacts pass the exam, then they are awarded certificates. You can associate a course with exams or certifications or both. Complete the steps in the following procedure to associate a course with exams and certifications. To associate a course with exams and certifications
Making a Course Visible to PartnersThis task is a step in Example Process of Managing a Course. A course does not automatically become visible to partners. You can make the course visible by adding partner employees to a team, and associating that team with the course record. Complete the steps in the following procedure to make a course visible to partners. To make a course visible to partners
Enrolling in a CourseThis task is a step in Example Process of Managing a Course. Oracle CRM On Demand enables a partner user to enroll in any course that is visible to him or her. Complete the steps in the following procedure to enroll in a course.
NOTE: Sometimes, an individual might repeat a course. Therefore, Oracle CRM On Demand supports multiple enrollments for the same individual so long as the enrollment date is different. An individual cannot enroll in the same course with the same enrollment date and the same owner more than once. Additionally, the course enrollment record also provides you with the flexibility of adding custom fields. Updating the Course Enrollment RecordThis task is a step in Example Process of Managing a Course. The course enrollment record can be updated by users with the appropriate access rights. Only brand-owner roles, such as channel manager, can update the Status field on the enrollment record. All other fields can be updated by partner roles as well. You can modify this behavior by updating the appropriate page layouts. Complete the steps in the following procedure to update an enrollment record. To update an enrollment record
NOTE: The default permissible values for the Enrollment Status field are Enrolled, Completed, and Incomplete. However, your company administrator can modify this list to suit your business requirements. |
Oracle CRM On Demand for Partner Relationship Management Configuration Guide, Release 32 | Copyright © 2016, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |