Guidelines for loading assignments and recommendations to Oracle Learning

To create and update learning assignments and recommendations, use the LearningRecord object. The requirements and validations vary depending on whether you're creating or updating learning.

To verify that learning assignments and recommendations successfully loaded, go to My Client Groups > Learning and Development > Learning Assignments or Learning Recommendations. You can also use Learning Assignments to verify assignment status changes.

Create learning assignments and recommendations

You can create learning assignments and recommendations for the learning types configured for the ORA_WLF_LEARNING_ITEM_TYPE lookup type. Use the lookup codes, not the meanings.

Lookup code	Learning code meaning
ORA_COURSE	Course
ORA_CLASS	Offering
ORA_SPECIALIZATION	Learning path (was specialization)
ORA_ELEARNING	eLearning
ORA_VIDEO	Video
ORA_TUTORIAL	Learning journey
ORA_NONCATALOG	Noncatalog learning
ORA_LEGACY	Legacy

You can't create an active course assignment when the learner already has a child required or voluntary offering assignment in a preactive or active status. Withdraw the existing assignment before creating another course assignment.

Update learning assignments and recommendations

To simplify bulk updates:

1. Use either of these Oracle Transactional Business Intelligence (BI) reports to get existing learning assignment data in the appropriate LearningRecord format:

   • Learning Item Report: Enter one or more learning item numbers to get the learning records for those learning items.
   • Assignment Report: Enter one or more assignment numbers to get the learning records for those assignments.

   For details about installing and using the reports, see Oracle Fusion Learning Cloud: How to Delete Completed Learning Assignment with HCM Data Loader (HDL) (article ID KB13155).

2. Use the report results to create the LearningRecord.dat file and make the appropriate updates. Compress the file as LearningRecord.zip and load it using HCM Data Loader.

When updating LearningRecord attributes, provide existing LearningItemNumber, AssignmentType, AssignmentSubType, and AssignmentAttributionNumber values.

You can't update LearningRecordStatus from Active to another status when the learning has a renewal configuration.

LearningRecord lookup values

Use these lookup values when you create or update learning assignments and recommendations.

Lookup attribute	Description	Valid values	Lookup type
AssignmentAttributionCode	Identifies the attribution lookup code for the assignment. It defines the group that's requesting the assignment.		ORA_WLF_ASSIGN_ATTR_LOOKUP
AssignmentAttributionType	Specifies whether a learner enrolled in or a learning specialist assigned the learning.	ORA_PERSON ORA_SPECIALIST	ORA_WLF_ATTRIBUTION_TYPE
AssignmentSubType	Specifies whether a learning specialist or learner started the assigned learning.	ORA_EVT_SUBT_ADMIN ORA_EVT_SUBT_SELF	ORA_WLF_ASSIGN_REC_SUBTYPE
AssignmentType	Specifies the assignment type, such as voluntary, recommended, or required.	ORA_JOIN_ASSIGNMENT ORA_RECOMMEND_ASSIGNMENT ORA_REQUIRE_ASSIGNMENT	ORA_WLF_ASSIGN_REC_TYPE
LearningRecordStatus	The status of the learning assignment.	ORA_ASSN_REC_ACTIVE ORA_ASSN_REC_COMPLETE ORA_ASSN_REC_WITHDRAWN ORA_ASSN_REC_DELETED	ORA_WLF_ASSIGN_RECORD_STATUS

The valid LearningRecordReasonCode values depend on the LearningRecordStatus value. The complete list depends on whether you've extended these delivered values.

Learning record status	Delivered values	Lookup type
Completed	ORA_SPEC_COMPLT_ELSEWHERE ORA_SPEC_COMPLT_HIGH_CERT ORA_SPEC_COMPLT_OFFLINE	ORA_WLF_COMPLT_RSN_SPEC
Withdrawn	ORA_SPEC_WITHD_IRRELVNT ORA_SPEC_WITHD_OTHER ORA_SPEC_WITHD_UNABLE	ORA_WLF_WITHD_RSN_SPEC
Deleted	ORA_SPEC_DEL	ORA_WLF_REC_DELETE_RSN_SPEC

LearningRecord validations

The load process validates that each learning assignment or recommendation meets these requirements:

• The AssignmentNumber, LearningRecordNumber, EffectiveStartDate, LearningItemType, LearningItemNumber, AssignmentType, AssignmentSubType, AssignedByPersonNumber, AssignmentAttributionType, AssignmentAttributionNumber, AssignmentAttributionCode, LearnerNumber, LearningRecordStatus, and LearningRecordStartDate values aren't null.
• The LearningRecordReasonCode and LearningRecordComments values aren't null when LearningRecordStatus is ORA_ASSN_REC_WITHDRAWN or ORA_ASSN_REC_DELETED. They also aren't null when LearningRecordStatus is ORA_ASSN_REC_COMPLETE and AssignmentAttributionType is ORA_SPECIALIST.
• The LearningRecordNumber value doesn't start with OLC.
• For required learning assignments, the value is ORA_SPECIALIST.
• When CPEPoints isn't null, there's a CPEType value.
• The LearningRecordTotalActualEffortUOM value is ORA_DUR_HOUR (hour).
• The EffectiveStartDate value is before today's date and before the LearningRecordStartDate value.
• The LearningRecordStartDate value is before today's date and before the LearningRecordDueDate, LearningRecordRequestApprovedDate, and LearningRecordWithdrawnDate values, as applicable.
• The LearningRecordDueDate value is before today's date.
• When LearningRecordStatus is ORA_ASSN_REC_COMPLETE, the LearningRecordCompletionDate value is before today's date and before the LearningRecordExpiryDate value.
• The LearningRecordRequestApprovedDate value is before today's date.
• The EffectiveEndDate value is after today's date and after the LearningRecordDueDate value.
• The EffectiveStartDate and EffectiveEndDate values aren't the same.
• The LearningRecord effective start and end dates are between the LearningItem effective start and end dates.
• For required assignments, the LearningRecordCompletionDate and LearningRecordWithdrawnDate values are before the LearningRecordExpiryDate value.
• The LearningRecordDueDate value isn't null or empty for required assignments.
• The LearningRecordCompletionDate value isn't null or empty when LearningRecordStatus is ORA_ASSN_REC_COMPLETE.
• The LearningRecordWithdrawnDate value isn't null or empty when LearningRecordStatus is ORA_ASSN_REC_WITHDRAWN.
• The LearningRecordDeletedDate value isn't null or empty when LearningRecordStatus is ORA_ASSN_REC_DELETED.
• The LearningRecordValidFromDate value isn't null or empty for completed required assignments.
• The LearningRecordExpiryDate value isn't null or empty for completed required assignments when the learning has a renewal configuration.
• The LearningRecordRequestApprovedDate value isn't null or empty when LearningRecordStatus is ORA_ASSN_REQ_APPROVED.

If you include times with LearningRecordCompletionDate or LearningRecordWithdrawnDate, use 24-hour format, such as 2021/05/05 17:20:03, and UTC regardless of the learner's time zone.