Setting Up and Performing External Learner Self Registration

This topic discusses how to self register as an external learner.

Page Name

Definition Name

Usage

Registration Configuration Page

LM_SELF_REG_CONFIG

Set up the self registration process.

Sign In Page

LM_LOGIN_PG_FLU

Sign into the system or begin a new registration.

New User Registration Page

LM_NEW_USER_REG_FL

Register as a new user.

To enable self registration for external learners, you must have a guest profile activated for your system.

For more information on guest profiles, see the Implementing Guest User Access topic of PeopleTools: Portal Technology.

Use the Registration Configuration page (LM_SELF_REG_CONFIG) to set up the self registration process.

Navigation:

Enterprise Learning > User Profiles > Registration Configuration

This example illustrates the fields and controls on the Registration Configuration page.

 Registration Configuration page

Use this page to set up the appearance and functionality of the New User Registration Page.

Registration Configuration

Field or Control

Description

New User Learning Environment

Select the learning environment to which the system assigns newly registered external learners.

Default Security ID

Self-registered external learners receive the same roles and permissions as the user you select here.

Guest User ID

Enter the guest user profile that you want to assign to external learners accessing the New User Registration Page.

Display Alternate Character Fields

Use this field to accommodate external learners who speak languages such as Chinese and Japanese that require the entry of proper nouns using characters. Values are:

  • Addresses: Displays fields for entering address information using alternate characters.

  • Names: Displays fields for entering name information using alternate characters.

  • Names & Addresses: Displays fields for entering both name and address information using alternate characters.

  • None: Display no alternate character fields.

Display Name Format

Select to display the Name Format field on the New User Registration Page.

Allow Learner Group assignment on registration

Select to enable the system to assign newly registered external learners to a learner group. The system makes learner group assignments based on the learner group criteria that you establish. For more information on building criteria-based learner groups, see Understanding Learner Group Setup.

Learner Information

By default, the New User Registration Page displays the following required fields:

  • User Name

  • Password

  • Confirm Password

  • First Name

  • Last Name

  • Email Address

The Learner Information grid enables you to display the following additional attributes on the page:

  • Middle Name

  • Name Prefix

  • Name Suffix

  • Address

  • Phone

  • Date of Birth

  • Preferred Communication

  • Gender

  • Language

  • Currency Code

  • Customer ID

  • Job Title

Field or Control

Description

Attribute Label

Enter the label displayed for the attribute on the New User Registration page.

Display

Select to display the attribute on the New User Registration page.

Required

Select to make this attribute required.

Use the Sign In page (LM_LOGIN_PG_FLU) to sign into the system or begin a new registration.

Navigation:

Click the sign in URL provided to you by your organization.

This example illustrates the fields and controls on the Sign In page.

 Sign In page

If you are already registered, enter your User Name and Password, and click Sign In.

Field or Control

Description

Forgot Password

Click to retrieve or reset your password.

Register Now

Click to access the New User Registration Page.

Use the New User Registration page (LM_NEW_USER_REG_FL) to register as a new user.

Navigation:

Click the Register Now link on the Sign In page.

This example illustrates the fields and controls on the New User Registration page.

 New User Registration page

Field or Control

Description

Sign In Now

If you have already registered, click to go to the Sign In Page.

Register

Click to submit your self registration. When you click this button the system verifies that you have entered valid values in all of the required fields. Upon successful registration the system:

  • Takes you to the Learning Dashboard where you can access self-service learning transactions.

  • Generates an email notification welcoming you to the learning organization.

In addition, if you entered registration information that meets the criteria for a learning group and the system allows automatic learner group assignment, the system assigns you to the appropriate learner group.

Note: The system uses the delivered LM_EXT_LRNR_SELF_REG notification template to generate the welcome email. The template references the LM_ORG_NAME text ID to capture the organization name used in the welcome email. For more information on notification templates and text IDs, see Maintaining Notification Templates and Understanding the Text Catalog.

Account Information

Enter values in all the required fields and any other fields you want to define.

Note: The fields displayed and required on this page depend on the parameters defined on the Registration Configuration Page.