Program Plan Profiles in Oracle Learning

You use learning program plan profiles to set up rules to push learning records to the learners identified in the profile. A profile can create learning assignments or fill existing learning assignments.

Use plan profiles to set basic rules and specify what do with learning assignments and plan records for learners who are no longer eligible for the profile. Also set the default record status and request type, the plan to create plan records for, and the start and completion dates.

You choose between two training types:
  • New: Push learning that wasn't already requested, you pick the learning item. Metrics are based on the learning cost and duration.
  • Existing: Add existing learning assignments and requests to the plan. The selection criteria uses assignment, learning item, and person attributes. For example, you add all safety learning that wasn't completed during the previous plan cycle. Metrics are based on the learning item data.

You can identify the profile learners the same way that you identify learners for learning programs, assignments, access groups, and communities:

Add Option How You Identify Learners
Person

Provide search criteria, such as name, person number, department, or a combination.

To reuse this search criteria wherever you select learners, such as when setting access, recommending learning, and setting up community membership, click Save…. In the Name field, replace Search by Name copy with a meaningful name.

Person Number List Provide a list of person numbers. To upload a file, in the Type field select Type. To use a URL, in the Type field select Text.
Analysis Report Criteria Specify an existing Oracle Transactional Business Intelligence (BI) analysis report that has the criteria to identify the appropriate learners.
Learning Assignment Criteria

Provide applicable values for learning assignment attributes, such as the learning name, type, assignment status, or a combination. Also specify whether learners need to match all the criteria or any of it.

To reuse this search criteria wherever you select learners, such as when setting access, recommending learning, and setting up community membership, click Use Current Criteria and complete the applicable fields.

Organization Chart Criteria Search for and select the appropriate chart, such as Chris’s Directs or Chris’s Org.
Person Criteria

Provide search criteria, such as business unit, legal employer, job family, location, or a combination.

To reuse this search criteria wherever you select learners, such as when setting access, recommending learning, and setting up community membership, click Use Current Criteria and complete the applicable fields.

You can configure advanced rules to automatically run the plan profile for a specific period or you can run the profiles manually, as needed. And you can do a combination of automatic and manual processing.