Implementing Learning 21D

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Oracle Talent

Management Cloud

Implementing Learning

21D

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Part Number F46077-01

Author: Allison Nicholson

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Preface i

1 ^Overview ¹

Overview for Implementing Oracle Learning Cloud ... 1

Setting Up Oracle Learning Cloud ... 1

2 ^Security ⁵

Standard Application Users for Oracle Learning Cloud ... 5

Standard Learning Administrators ... 6

Standard Learners ... 7

Standard Learner Managers ... 8

Custom Learning Administrators ... 9

Custom Learners ... 15

Human Capital Management Integration Specialist ... 18

Custom Learner Managers ... 19

Custom Learning Moderators ... 23

Initialize and Refresh Learning Cloud Roles ... 23

3 Location Management 25

Location Management for Learning Cloud ... 25

4 Scheduled Processes 27

Background Processing in Oracle Learning Cloud ... 27

5 Lookup Values 37

Lookup Values for Learning Cloud ... 37

Add Translation Values in the Reporting Reason Code List of Values ... 38

6 Descriptive Flex Fields 41

Descriptive Flexfields for Oracle Learning Cloud ... 41

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7 Learning Outcomes 43

Learning Outcomes ... 43

Examples of Content Types for Learning Outcomes ... 44

Create a Content Type to Use as a Prerequisite or Learning Outcome ... 46

Enable Learning Outcomes ... 46

8 Prerequisites 49

Learning Prerequisites ... 49

Add Prerequisites to a Course or Specialization ... 49

Add Prerequisites to a Course ... 50

Add Prerequisites to a Specialization ... 50

Waive Prerequisites ... 51

Waive Prerequisites Once a Course is Assigned ... 51

Waive Prerequisites Once a Specialization is Assigned ... 51

Waive Prerequisites When Assigning a Course ... 51

Waive Prerequisites When Assigning a Specialization ... 52

9 Profile Options 53

Profile Options for Learning Features ... 53

10 Assessments 57

Learning Assessments ... 57

Create a Question for a Learning Assessment ... 57

Create a Questionnaire Template for a Learning Assessment ... 58

Create a Questionnaire for a Learning Assessment ... 59

Add an Assessment Questionnaire to Catalog Resources ... 60

Create an Assessment for an Offering ... 61

What's the difference between an evaluation and an assessment? ... 62

11 Evaluations 63

Learning Evaluations ... 63

Create a Question for a Learning Evaluation ... 63

Create a Questionnaire Template for a Learning Evaluation ... 65

Set Up a Default Evaluation Questionnaire for an Offering ... 66

Use the Default Evaluation Questionnaire for an Offering ... 66

Add an Evaluation Questionnaire to an Offering ... 67

What's the difference between an evaluation and an assessment? ... 67

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12 ^Approvals ⁶⁹

Learning Approvals ... 69

13 Social Collaboration 71

Examples of Social Learning ... 71

14 Social Learning Items 73

Foster a Collaborative Learning Approach ... 73

Author a Tutorial ... 74

Publish a Video ... 76

What's the difference between a video and a tutorial? ... 77

15 External Providers 79

External Providers ... 79

Skillsoft ... 80

LinkedIn Learning ... 83

16 Virtual Classroom Providers 87

WebEx ... 87

17 Creating Deeplinks 91

Create Deep Links to Learning Items ... 91

Manually Add Deep Links to Catalog Items ... 92

18 ^Mobile ⁹⁵

My Learning on a Mobile Device ... 95

Profile Options for HCM Mobile Application Features ... 96

What happens if I temporarily lose connection to Oracle HCM Cloud on my mobile device? ... 97

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Preface

This preface introduces information sources that can help you use the application.

Using Oracle Applications

Help

Use help icons to access help in the application. If you don't see any help icons on your page, click your user image or name in the global header and select Show Help Icons. Not all pages have help icons.

If you don't see Show Help Icons in the Settings and Actions menu, you can access the Oracle Help Center to find guides and videos.

Watch: This video tutorial shows you how to find and use help.

You can also read about it instead.

Additional Resources

• Community: Use Oracle Cloud Customer Connect to get information from experts at Oracle, the partner community, and other users.

• Training: Take courses on Oracle Cloud from Oracle University.

Conventions

The following table explains the text conventions used in this guide.

Convention Meaning

boldface Boldface type indicates user interface elements, navigation paths, or values you enter or select.

monospace Monospace type indicates file, folder, and directory names, code examples, commands, and URLs.

> Greater than symbol separates elements in a navigation path.

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Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website.

Videos included in this guide are provided as a media alternative for text-based help topics also available in this guide.

Diversity and Inclusion

Oracle is fully committed to diversity and inclusion. Oracle respects and values having a diverse workforce that increases thought leadership and innovation. As part of our initiative to build a more inclusive culture that positively impacts our employees, customers, and partners, we're working to remove insensitive terms from our products and documentation.

We're also mindful of the necessity to maintain compatibility with our customers' existing technologies and the need to ensure continuity of service as Oracle's offerings and industry standards evolve. Because of these technical constraints, our effort to remove insensitive terms is ongoing and will take time and external cooperation.

Contacting Oracle

Access to Oracle Support

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Comments and Suggestions

Please give us feedback about Oracle Applications Help and guides! You can send an e-mail to:

[email protected].

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1 ^Overview

Overview for Implementing Oracle Learning Cloud

Oracle Learning is a cloud-based, HCM Learning Management System that makes learning available to your employees at any time and anywhere. It enables administrators to deploy and track compliance and development-based learning, and managers to oversee their team's learning. Your HR specialists manage a learning catalog, and drive compliance needs by administering required learning across your entire organization. Your learning specialists assemble online offerings, courses, and specializations using videos, PDF documents, web links, Skillsoft content, and SCORM- and AICC-compliant content.

This guide describes the setup and implementation tasks for the Oracle Learning . Using these tasks, you can set up and maintain Oracle Learning so that learning can be created, assigned, and consumed.

To start an implementation of Oracle Learning, a user with the Application Implementation Consultant role (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB) must opt in to the offerings applicable to your business requirements.

Before You Begin

Before setting up Oracle Learning you must implement either:

• Global HR Cloud

• Talent Management Cloud

Important Information about Akamai

When Akamai is disabled, such as in the case of government clouds, not all features are supported. For more information, see the following product papers located on My Oracle Support (https://support.oracle.com):

• Oracle Fusion Learning Cloud: Enabling Rich Media for Government Pod Customers (Doc ID 2158152.1)

• Oracle Learning Cloud: Rich Media Platform Sub-Processor Usage (Doc ID 2645363.1)

Additional Reading

Before you get started, it is recommended that you read the following:

• Information about provisioning and configuration in the Oracle Learning Cloud main article on My Oracle Support (https://support.oracle.com) - Document ID 2158160.1.

• Oracle Learning Cloud technical briefs on My Oracle Support (https://support.oracle.com ) - Open Document ID 1504483.1, and navigate to the section called "Learning (Oracle Learning Cloud)".

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Setting Up Oracle Learning Cloud

The following table describes the basic setup tasks that you must perform. Relevant chapters included in this guide cover the details of these tasks.

Task Chapter

Set up security for Oracle Learning Cloud.

Security

Set up locations for use as classrooms.

Location Management

Set up or manage scheduled processes.

Scheduled Processes

View and edit lookup values. Lookup Values

Set up Learning Cloud Descriptive Flexfields

Descriptive Flexfields

Set up or manage learning outcomes. Learning Outcomes

Set up or manage prerequisites Prerequisites

Set up or manage Learning Cloud profile options

Select Learners Analysis Object

Create questions, templates, and questionnaires for assessments, configure assessments in the resource catalog, and add them to learning activities.

Assessments

Create questions, templates, and questionnaires for evaluations, configure evaluations in the resource catalog, and add them to learning activities.

Evaluations

Create workflow conditions and rules for approval policies.

Approvals

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Task Chapter

Learn about social collaboration. Social Collaboration

Author and publish social learning items.

Social Learning Items

Configure external providers (YouTube, WebEx, and Skillsoft).

External Providers

Create deep links. Deep Links

Enable mobile options. Mobile

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2 ^Security

Standard Application Users for Oracle Learning Cloud

The application users are defined using security roles and privileges that they are granted. It enable users to perform various tasks in the application.

The following are the standard user roles:

• Learning Administrator

• Learner

• Learner Manager

Learning Administrators

The Learning Specialist job role provides the reference security definition for a standard learning administrator.

It contains all the necessary functional and aggregate privileges to enable administrator functionality in Oracle

Learning Cloud. You can use this job role but must not grant directly to users. You must create a data role in Workforce Structures> My Workforce. The data role will instantiate the Oracle Learning Cloud data security policies contained in the aggregate privileges in the job role. The initialization of the data security policies is based on the Person Security Profiles defined in the data role and is what grants users their access to the data within the Oracle Learning Cloud application.

Learners and Learner Managers

The Employee and Line Manager abstract roles provide the reference security definitions for learners and learner managers, respectively. They contain all the necessary functional and aggregate privileges to enable all learning self- service functionality in Oracle Learning Cloud, among others. You should not use the abstract roles directly. You should copy the abstract role to create your own custom versions. This protects you from further additions to these abstract roles over time and avoids unwanted additional features being enabled automatically for your users.

The learning administrator data role requires additional manual data policy setup tasks to complete the configuration.

Some of the administrator data policies don't depend on the Person Security Profiles, and therefore you must create them manually. To do this, you must modify the data policies of this data role in the security console and define additional data policies.

For both custom abstract roles, you must initialize data policies in Workforce Structures > My Workforce. The security profiles will instantiate the Oracle Learning Cloud data security policies contained in the aggregate privileges in the custom employee and line manager abstract roles.

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Granting Roles to Users

After setting up the data role or abstract role, you must grant the data roles to users by doing one of the following in the security console:

• Edit the user account and add the data role

• Edit the data role and add users to it

For the standard user set up, you must grant the following roles to the users:

Users Granted Roles

Employee Custom employee abstract role

Line Manager Custom employee abstract and custom line manager abstract roles

Administrator Custom employee abstract role, Learning Administrator data role, and custom line manager abstract role (if the administrator is also a line manager)

The standard roles can be replaced by custom roles or as required. After granting the data roles to users, users are ready to access Oracle Learning Cloud and its features. For more restricted capabilities, you can replace standard roles with custom roles.

Related Topics

• Role Types

Standard Learning Administrators

The Learning Specialist role enables a user to manage catalog learning items, self-paced online offering content, training resources, assignments, initiatives and setup in the Administration work area.

The following table describes functional privileges required to create questionnaires that can then be used in the application for evaluations. These privileges are normally granted for other HCM roles such as Human Resources Specialist. Therefore you can add it to the Learning Administrator role, if no other role containing them is granted to the user already.

Role Title Description

Load Data using HCM Spreadsheet Data Loader

Allows access to generate spreadsheets for bulk data loading using HCM Spreadsheet Data Loader.

Manage Questionnaire Templates Allows creating, updating, and deleting of questionnaire templates

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Role Title Description

Manage Questionnaires Allows creating, updating, and deleting of questionnaires

Manage Questions Allows creating, updating, and deleting of questions that will be included in the library

Standard Learners

The employee abstract role contains all necessary privileges enabling users to consume and contribute learning in Oracle Learning Cloud.

The standard Learner users can perform the following relevant tasks:

• Access the Current Learning page

• Access the My Learning page and the learning profile of their peers

• Search and view learning items

• View and complete their voluntary and required learning assignments

• View and complete learning evaluations

• Voluntarily enroll into learning items

• Join and participate in learning communities as a member or manager

• View recommendations they have received

• Publish videos

• Author tutorials

• Create and manage learning communities

• Recommend learning items to other learners

• Access mobile Web features

Data Security Policies and Security Profiles

A learner's data policies are driven in part from the Person Security Profile which define the set of people and their learning items visible to them in the application.

The following table describes the person and public person security profile for a standard learner:

Security Profile Value Description

Person Profile View Own Record Grants access to their own learning

assignments and to manage self-service learning items they created

Public Person Profile View All People Grants access to everyone in the

application and the ability to view their self-service learning contributions, and

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add them to learning communities as members or managers

Standard Learner Managers

The Learner Manager abstract role contains necessary privileges enabling users in Oracle Learning Cloud to assign learning and track progress of that learning for the people they manage.

The Learner Manager can perform the following relevant tasks:

• View, create and manage required learning assignments for their employees

• View, create and manage voluntary learning assignments for their employees

• View recommendations their employees receive

• View recommendations they have received

• Access the learning profile page

• Publish videos

• Create and manage required members in learning communities

• Create and manage required learning assignments in learning communities

• View learning items contributed by other learners in their learning profile

Note: For a learner manager to consume learning, you must grant the privileges in the employee abstract role.

Data Policies and Security Profiles

A learner manager's data policies are driven in part from the Person Security Profile which define the set of people, their learning items and their learning assignments visible to the learner manager in the application. The following table describes the person and public person security profile for a standard learner manager.

Person Profile View Manager Hierarchy Grants access to the learning assignments

and learning items of people below them in the management hierarchy

application and the ability to view their

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self-service learning contributions, and add them to learning communities as members or managers

Custom Learning Administrators

The standard roles outline how to setup the Learning Administrator role enabled for the Oracle Learning Cloud administrator functionality. You can hide certain features from the administrator by creating custom roles. Each privilege pertains to a specific capability within the application that you can hide from the user. This topic describes common groupings of privileges that is typically granted to a learning administrator.

The following application users for the Learning Administrator role can be defined in the application:

• Core Learning Administrator

• Learning Content Administrator

• Resource Administrator

• Catalog Manager

• Learning Assignment Administrator

• Learning Initiative Administrator

• Learning Implementor

Core Learning Administrator

Core Learning Administrators can view the administration dashboard and view catalog items. No additional functional privileges are necessary.

The following table describes the aggregate privileges granted to a user enabling them as a core learning administrator.:

Role Names Description

Access Learning Common Components

Access common learning components

Access Learning Administration Access to the learning administration work area

View Catalog Learning Communities Allows searching and viewing communities in the administrator work area

View Catalog Learning Courses Allows searching and viewing courses in the administrator work area

View Catalog Learning Offerings Allows searching and viewing offerings in the administrator work area

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View Catalog Learning Specializations Allows searching and viewing specializations in the administrator work area

Note: Any one of the View privileges for the catalog learning courses, offerings, specializations, or communities may be granted to the user.

Learning Content Administrator

Content administrators can search, view, and manage content for self-paced online offerings in the Administration work area.

The following table describes the additional aggregate privileges granted to a user enabling them as a content administrator:

Application Users Capabilities

Manage eLearning Content Allows administrators access the catalog resources area, and to create and manage eLearning content for self-paced offerings

Note: No additional functional privileges are necessary.

Resource Administrator

Resource administrators can search, view, and manage learning resources for self-paced online offerings in the Administrator work area. The following table describes the additional aggregate privileges granted to a user enabling them as a resource administrator:

Role Name Description

Manage Training Resources Allows administrators access the catalog resources area, and to create and manage resources for self-paced offerings

Catalog Manager

Catalog managers can access content items and learning resources for offerings and manage catalog courses, offerings, specializations, and communities.

The functional privilege granted to the catalog manager:

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Privilege Name Description

Manage Learning Community Members using OTBI

Allows adding members to communities using OTBI analysis objects

Manage Catalog Learning Item Access

Allows management of catalog learning items access

Manage Catalog Learning Item Access Group

Allows management of catalog learning items access groups

The following table describes the additional aggregate privileges granted to a user enabling them as a catalog manager:

Manage Catalog Learning Courses Allows administrators to create and manage learning catalog courses

Manage Catalog Learning Offerings Allows administrators to create and manage learning catalog course offerings

Manage Catalog Learning Specializations

Allows administrators to create and manage learning catalog specializations

Manage Catalog Learning Communities

Allows administrators to create and manage learning catalog communities

Manage Learning Community Required Members

Allows adding required members to a community

View Catalog Learning Item Access Allows administrators to view learner access details on catalog learning items

Manage Global Access Groups Allows administrators to manage global access groups.

View Global Access Groups Allows administrators to view global access group details.

Catalog Manager data policies are driven in part by the Person Security Profile which define the set of catalog learning items manageable by the catalog manager in the application. The following table describes the person and public person security profile for a catalog manager.

Person Profile View All People Allows catalog courses, offerings and

specializations created by anyone to be edited

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Public Person Profile View All People Not used for catalog management

Learning Assignment Administrator

Learning assignment administrators can perform one or more of the following for employees they are responsible for:

• View the progress of existing required or voluntary learning assignments on catalog learning items

• View existing administrator recommendations on catalog learning items

• Manage existing required or voluntary learning assignments on catalog learning items

• Manage existing administrator recommendations on catalog learning items

• Create required, voluntary, or recommendation assignments on the catalog learning items

The following table describes the additional functional privileges granted to a user enabling them as an assignment administrator:

Privilege Names Description

Create Recommended Learning Assignment by Administrator

Allows creation of recommended learning assignments in the learning administration work area

Create Required Learning Assignment by Administrator

Allows creation of required learning assignments in the learning administration work area

Create Voluntary Learning Assignment by Administrator

Allows creation of voluntary learning assignments in the learning administration work area

Manage Recommended Learning Assignment Records by Administrator

Allows managing recommended learning assignments in the learning administration work area

Manage Required Learning

Assignment Records by Administrator

Allows managing required learning assignments in the learning administration work area

Manage Voluntary Learning

Assignment Records by Administrator

Allows managing voluntary learning assignments in the learning administration work area

The following table describes the aggregate privileges:

View Learning Assignments by Administrator

Allows searching and viewing learning assignments in the administrator work area

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Learning assignment administrator data policies are driven by the Person Security Profile which define the set of people to whom the administrator can assign learning in the application. The following table describes the person and public person security profile for a learning assignment administrator.

Person Profile View All People Grants the ability to assign required and

voluntary learning to everyone from within the administration work area

Public Person Profile View All People Grants the ability to assign recommended

learning to everyone from within the administration work area

Learning Initiative Administrator

Learning initiative administrators can perform one or more of the following tasks for the employees they are responsible for:

• View the progress of existing required or voluntary learning assignments on catalog learning items

• View the existing administrator recommendations on the catalog learning items

• Create and manage required, voluntary or recommendation learning initiatives on catalog learning items The following table describes the additional functional privileges granted to a user enabling them as an initiative administrator:

Manage Required Learning Initiative by Administrator

Allows creation and management of required learning initiatives in the learning administrator work area

Manage Recommended Learning Initiative by Administrator

Allows creation and management of recommended learning initiatives in the learning administrator work area

Manage Voluntary Learning Initiative by Administrator

Allows creation and management of voluntary learning initiatives in the learning administrator work area

The following table describes the aggregate privileges:

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Learning initiative administrator data policies are driven by the Person Security Profile which define the set of people to whom the administrator can assign learning in the application. The following table describes the person and public person security profile for a learning initiative administrator:

Person Profile View All People Grants the ability to manage required and

voluntary learning initiatives to everyone from within the administration work area

Public Person Profile View All People Grants the ability to assign recommended

learning initiatives to everyone from within the administration work area

Learning Implementor

Learning implementors perform Learning Setup tasks in the Administration work area and manage learning configurations such as:

• External Providers

• Oracle Social Network Setup

• Evaluations

The following table describes the additional functional privileges granted to a user enabling them as a learning implementor:

Manage Learning Setup Allows access Learning Administration settings

Manage Learning Media Platform Allows access to provisioning the media platform

Note: No additional aggregate privileges are necessary.

In addition to the above functional privileges, the following table describes functional privileges required to create questionnaires that can then be used in the application as evaluations. These privileges are normally granted in other HCM roles such as Human Resources Specialist and therefore only need to be added to the Learning Administrator role if no other role containing them is granted to the user already.

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Manage Questionnaire Templates Allows creating, updating, and deleting of questionnaire templates

Manage Questionnaires Allows creating, updating, and deleting of questionnaires

Manage Questions Allows creating, updating, and deleting of questions that will be included in the library

Note: No additional aggregate privileges or data policies are necessary.

Custom Learners

The standard roles outline how to setup a Learner role enabled with the Oracle Learning Cloud employee self-service functionality. You can hide certain features from the Learner role by creating custom roles. Each privilege pertains to a specific capability within the application that you can hide from the user. This topic describes common groupings of privileges that is typically granted to the Learner role.

The following application users are defined for the Learner role:

• Core Learner

• Peer-to-Peer Learner

• Recommendation-Oriented Learner

Core Learner

To consume learning in Oracle Learning Cloud, all learners must at least be defined as a Core Learner in the application.

They can perform the following tasks:

• Voluntarily enroll into learning items

• View and complete their voluntary and required learning assignments

• View recommendations received from others

The following table describes the functional privileges granted to a user enabling them as a core learner:

Access Learner Self-Service Work Area

Access to the My Learning page from the Learning Self-Service work area

Create Noncatalog Learning Requests by Learner

Allows a noncatalog learning request to be initiated by learner

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Record External Learning by Learner Allows learners to record external learning completion.

The following table describes the aggregate privileges granted to a user enabling them as a core learner:

The core learner can access Learning common components and perform related tasks.

Manage My Voluntary Learning Allows learners to join and manage their voluntary learning assignments

Manage Offline Learning Allows learners to download and manage learning content on their mobile devices These items are catalog items visible to them in learning self-service.

View Learning Assignment Allows learners to view the learning assignment user interface in the Person Spotlight in the Mobile First user interface.

View Learning Communities Allows learners to view their learning communities, in which they are members

View My Recommended Learning Allows learners to view learning items recommended to them

View My Required Learning Allows learners to view their required learning assignments

The following table describes the Learner REST Services for the Employee abstract role. It grants learners access to Learn REST privileges.

Learner REST Services Allows learners to access REST services.

Peer-to-Peer Learner

In addition to the core learner capabilities, the peer-to-peer learner has the ability to contribute learning by performing one or all the following tasks:

• Publish videos

• View learning items contributed by other learners in their learning person profile

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The following table describes the additional aggregate privileges granted to a user enabling them as a peer-to-peer learner. These can be granted independently if necessary.

Manage Learning Communities Allows learners to create and manage learning communities

Manage Learning Self-Service Tutorials

Allows learners to author and publish tutorials

Manage Learning Self-Service Videos Allows learners to publish videos and manage them

Manage Recommended Learning Allows learners to recommend learning

Allows learners to view learning items recommended to them

View Learner Contributions Allows learners to view the learning contributions of a person

View Public Learning Communities Allows users to view the learning communities a person is a member of.

Note: No additional functional privileges are necessary

Recommendation-Oriented Learner

In addition to the core learner capabilities, the recommendation-oriented learner can access the Current Learning page and view the learning items in the following cards:

• Required Learning card

• Voluntary Learning card

• Recommended Learning card

The following table describes the additional functional privileges granted to a user enabling them as a recommendation-oriented learner:

Access Current Learning Allows access to the Current Learning page in learning self-service work area

Note: No additional aggregate privileges are necessary.

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Data Policies and Security Profiles

A learner's data policies are driven in part from the Person Security Profile which define the set of people and their learning items visible to them in the application. The following table describes the person and public person security profile for a standard learner.

Person Profile View Own Record Grants access to their own learning

assignments and to manage self-service learning items they created

application and the ability to view their self-service learning contributions, recommend learning to others, and add them to learning communities as members or managers

Human Capital Management Integration Specialist

The following table describes the additional aggregate privileges you need to grant to users to enable them to use the Learning Catalog REST Service. These aggregate privileges are added to the seeded Human Capital Management Integration Specialist Role.

Use REST Service - Learning Communities

Allows you to call all methods associated with the Learner Learning Communities REST Service.

Use REST Service - Learner Learning Tutorial

Allows you to call all methods associated with the Learner Learning Tutorial REST Service.

Use REST Service - Learner Learning Video

Allows you to call all methods associated with the Learner Learning Video REST Service.

Use REST Service - Learning Recommenders Read only

Allows the user to call get method associated with the Learning Recommender REST Service.

Use REST Service - Learning Recommenders

Allows the user to call all methods associated with the Learning Recommender REST Service.

Use REST Service - Learner Learning Catalog

Allows the user to call all methods associated with the Learner Learning Catalog REST Service.

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Custom Learner Managers

The standard roles outline how to setup the Learner Manager role enabled with the Oracle Learning Cloud manager self-service functionality. You can hide certain features from the learner manager by creating custom roles. Each privilege pertains to a specific capability within the application that can hide from the user. This topic describes common groupings of privileges that is typically granted to a learner manager.

The following application users are defined for the Learner Manager role:

• Core Learner Manager

• Learner Manager with Assignment Privileges

• Peer-to-Peer Learner Manager

• Business Line Learner Manager

Core Learner Manager

A Core Learner Manager can view the following learning assignments for the people they manage:

• View and track progress of required assignments in the My Team and learning profile (My Learning) pages

• View and track progress of voluntary assignments in the My Team and learning profile (My Learning) pages

• View their recommended learning items in their learning profile (My Learning) page The core learner manager can also perform the following tasks:

• View recommended learning items from others

Note: A core learner manager can't voluntarily enroll in catalog learning items such as offerings or specializations unless the core learner manager is granted the core learner privileges.

The following table shows the aggregate privileges granted to enable the core learner manager capabilities:

Access common learning components

Record External Learning by Manager Allows managers to record external learning completion for people in their person security profile.

View Learning Communities Allows Learners to view learning communities in which they are members

View Recommended Learning by Learner Manager

Allows managers to view recommendations received by people in their person security profile, and learning items recommended for people in their public person security profile

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View Required Learning by Learner Manager

Allows managers to view required learning assignments assigned to people in their person security profile

View Voluntary Learning by Learner Manager

Allows managers to view voluntary learning assignments assigned to people in their person security profile

The following table describes the functional privileges granted to a user enabling them as a core learner manager.

Access Learner Manager Self-Service Work Area

Allows access to the My Team page in the Learning self-service work area.

View learning Assignment Allows managers to view the learning assignment user interface for the people in their person security profile in the Person Spotlight in Mobile First user interface.

Learner Manager with Assignment Privileges

In addition to the core learner manager capabilities, the learner manager has the ability to perform one or all of the following tasks:

• Create and manage required learning assignments for their employees

• Create and manage voluntary learning assignments for their employees

The following tables describes the additional aggregate privileges granted to a user enabling them as a learner manager:

Create Noncatalog Learning Requests by Learner Manager

Allows a noncatalog learning request to be initiated by a learner manager

Manage Learning Requests by Learner Manager

Allows managers to manage learning requests they receive

Manage Required Learning by Learner Manager

Allows managers to create and manage required assignments

Manage Voluntary Learning by Learner Manager

Allows managers to create and manage voluntary assignments

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Peer-to-Peer Learner Manager

In addition to the core learner manager capabilities, the peer-to-peer learner manager has the ability to contribute learning by performing one or all the following tasks:

• Publish videos

• View learning items contributed by other learners in their learning person profile

The following table describes the additional aggregate privileges granted to a user enabling them as a peer-to-peer learner manager:

Allows learners to author tutorials

Manage Learning Self-Service Videos Allows learners to publish and edit videos

Manage Recommended Learning Allows learners to recommend learning and view recommendations received

View Learner Contributions Allows learners to view a person's learning contributions.

View Public Learning Communities Allows learners to view the learning communities in which they are members

Business-Line Learner Manager

In addition to the core learner manager capabilities, a business-line learner manager can perform one or more of the following tasks:

• Create and manage required members in the learning community

• Create and manage required learning assignments in the learning community

• Publish videos in the learning community and publish videos as themselves

• Publish tutorials in the learning community

• View learning items contributed by other learners in their learning profile

The following table describes the additional aggregate privileges granted to a user enabling them as a business-line learner manager:

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Manage Learning Communities Allows learners to create learning communities

Allows learners to author tutorials

Manage Learning Self-Service Videos Allows learners to publish and edit videos

View Learner Contributions Allows learners to view a person's learning contributions

View Public Learning Communities Allows learners to view the learning communities in which they are a member

The following table describes the additional functional privileges granted to a user enabling them as a business-line learner manager:

Manage Learning Community Members using OTBI

Allows adding members to communities using OTBI analysis objects

Data Policies and Security Profiles

A learner manager's data policies are driven in part from the Person Security Profile which define the set of people, their learning items and their learning assignments visible to the learner manager in the application. The following table describes the person and public person security profile for a standard learner manager:

Person Profile View Manager Hierarchy Grants access to the learning assignments

and learning items of people below them in the management hierarchy

application and the ability to view their self-service learning contributions, recommend learning to others, and

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add them to learning communities as members or managers

Custom Learning Moderators

The Learning Moderator role enables a user to approve, suspend, and delete learning items from human task notifications.

Aggregate Privileges

The following table describes the aggregate privileges granted to a user enabling them as a learning moderator:

Role Names Capabilities

Moderate Administrator Generated Learning

Allows access to moderate catalog learning items

Moderate User-Generated Learning Allows access to moderate and approve self-service learning items

Data Policies and Security Profiles

A Learning Moderator data policies are driven from the Person Security Profile which define the set of people they can moderate.

The following table describes the person and public person security profile for a standard learning moderator:

Person Profile View All People Grants access to the contents of human

tasks for approval and moderation of learning items created by everyone

Public Person Profile View All People Not used by the application

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Initialize and Refresh Learning Cloud Roles

If you use a custom defined role, you must manually apply the new privileges to the custom defined roles, then regenerate the roles, and then run the two jobs so that the security changes take effect.

To regenerate a role, navigate to the Manage Data Roles and Security Profiles page. Search for the role, and then edit, review and submit. This procedure automatically regenerates the role's data security policies based on the security profiles assigned to the role. Repeat this procedure for each role that you're regenerating.

Verify that all of the learn data policies are initialized with proper conditions representing the person security profiles.

It is recommended that you run the following ESS jobs after every upgrade to ensure that all security artifacts delivered in the upgrade are available in your environment:

• Import User and Role Application Security Data

• Retrieve Latest LDAP Changes

Each process may take 10 minutes or more to complete. They must be run sequentially, so wait for the first to finish before starting the second one.

If you are using seeded roles for Employee and Line Manager, running these two jobs will apply all security updates that come with the seeded role for the upgrade release. Learning Specialist has to be a custom defined role based on the seeded Learning Specialist role.

It is recommended that you verify that all of the learn data policies are initialized with proper conditions representing the person security profiles.

Note: The document called "Human Capital Management Cloud Security Upgrade Guide" located on My Oracle Support (Document ID 2023523.1) contains additional details. It is recommended that you read the following sections of that document:

• What to Do After Every Upgrade

• Appendix A

• Appendix B

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3 Location Management

Location Management for Learning Cloud

In Learning Cloud, locations are used with classrooms. A classroom is a physical location in which an instructor delivers training to a group of learners. A classroom can be associated with instructor led training or a virtual instructor led training activity.

You define locations in the Workforce Structures work area, and associate it with a location set. A location set is a way to define what users have access to those locations. The Common Location set allows all users to access the location.

Once you have created locations in the Workforce Structures work area, they are available for selection from the Select Named Location link when creating classrooms in Learning Cloud.

Related Topics

• How Geography Structure, Hierarchy, and Validation Fit Together

• Locations

• Create a Classroom

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4 Scheduled Processes

Background Processing in Oracle Learning Cloud

Oracle Learning Cloud has several background processes used to perform data intensive operations. Some of these processes are run on-demand by actions performed within Oracle Learning Cloud, and others need to be scheduled depending on the features used in Oracle Learning Cloud.

There are four categories of background processing in Oracle Learning Cloud.

• Processes that are automatically scheduled by Oracle. Oracle has determined the best time frame to run these processes, and recommends that you keep this schedule as is.

• Processes you manually schedule. If you are using certain Oracle Learning Cloud features, there are corresponding processes that you need to schedule to run at recommended intervals.

• Processes that run automatically when you perform certain actions in Oracle Learning Cloud.

• On demand or ad hoc processes that you can run as needed.

To access these processes, go to the Scheduled Processes work area available under Tools in the Navigator menu.

Processes Scheduled by Oracle

The following processes are set to run on a schedule determined by Oracle. Oracle recommends that you keep these scheduled as is.

Note: These processes are run as the user FUSION_APPS_HCM_ESS_APPID. You must be able to view processes submitted by other users in order to see these in Scheduled Processes.

Name Description Scheduled to Run

Rebuild Learning Item Indexes Enables the searching of the learning catalog. This process creates or updates indexes to provide search results for learning items in Oracle Learning Cloud.

You can control the amount of parallel processing Oracle Learning Cloud can do by changing the concurrency setting in Background Processing > Rebuild Learning Item Indexes.

Every 5 minutes.

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Note: Scheduling this process in addition to its delivered schedule may cause the processes to end in a Warning status, because of concurrent conflicting schedules. Scheduling this process isn't needed after performing HDL data loading, or importing external provider course, because these will be processed automatically while on the default schedule.

Rebuild Learning Item Stop Word Index Allows employees and managers to search the learning catalog in self-service when the Update 21A search enhancements are enabled. This process creates or updates indexes to provide search results for learning items in Oracle Learning Cloud. When changing the stop words configuration on Catalog Search Tuning configuration page, you must manually submit this process with the option to Process Pending Stop Words. You can control the amount of parallel processing Oracle Learning Cloud will do by changing the concurrency setting in Background Processing > Rebuild Learning Item Indexes.

Note: Scheduling this process in addition to its delivered schedule may cause the processes to end in a Warning status, because of concurrent conflicting schedules. Scheduling this process is not needed after performing HDL data loading, or importing external provider course, because these will be processed automatically while on the default schedule.

Every 5 minutes.

Optimize Learning Text Indexes Used to optimize the Oracle Text indexes needed for searching the learning catalog.

Use the Recreate Index drop-down list to indicate whether to drop and recreate the Oracle Text indexes or rebuild them.

Note: Recreating the index should be used only upon receiving guidance from Oracle Support.

2:30 AM (UTC) on the 25th day of every month.

Note: Do not run this process more than once per month. Excessive use may degrade performance over time.

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Note: Using the Recreate Index mode makes your search functionality temporarily unavailable during the rebuild process. Optimize mode does not.

Process eLearning Package Processes SCORM and HACP content items when administrators upload them, making them playable in Oracle Learning Cloud. You can control whether SCORM and HACP content is processed automatically when it's uploaded to Oracle Learning Cloud, instead of using the default daily schedule. You can also control the amount of parallel processing Oracle Learning Cloud can do by changing the concurrency setting in Background Processing > Process eLearning Package.

3:00 AM (UTC) every day.

Process Learning Cover Art Image Processes branding images and generates the different renditions needed for displaying the images in various formats in list and catalog item details pages.

You can control whether image content is processed automatically when it's uploaded to Oracle Learning Cloud, instead of using the default daily schedule.

You can also control the amount of parallel processing Oracle Learning Cloud can do by changing the concurrency setting in Background Processing > Process eLearning Package.

Images uploaded for self-service items such as Self-Service Communities and Learning Journeys will always be automatically processed.

Video Transcoding and Processing Processes uploaded videos, making them playable in Oracle Learning Cloud. You can control whether videos uploaded in Resources > Content are processed automatically when uploaded to Oracle Learning Cloud, instead of the using the default daily schedule. You can also control the amount of parallel processing Oracle Learning Cloud can do by changing the concurrency setting in Background Processing > Process eLearning Package.

Self-Service and trailer videos will always be automatically processed.

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Learn Migration This is a multi-purpose process used when necessary for performing upgrade tasks after a quarterly release update, and it can be manually submitted for specific data correction tasks upon guidance from Oracle Support.

Note: There may be occasions where you are required to run this process manually after an upgrade, and this will be announced in the What's New documentation.

Processes You Manually Schedule

If you are using certain features of Oracle Learning Cloud, you may need to schedule their corresponding processes.

Name Description Recommended Frequency

Evaluate Person IDs for Assignment Rule Used to reconcile learning initiatives and access groups. This process evaluates all destinations, such as analysis criteria, learner or assignment criteria, and organization groups, to determine the intended audience for the active learning initiatives and access groups. This is the first of 3 processes that you need to run to reconcile learning initiatives, access groups, community membership groups, and required community assignments.

The second and third are Reconcile Dynamic Assignments and Process Access Groups.

Daily.

(Part 1 of Access Group, Initiative, and Community Reconciliation)

Reconcile Access Groups Used to reconcile local and global access groups. It compares the intended audience determined by the Evaluate Person IDs for Assignment Rules process, and uses it to calculate the set of access records that need to be added or removed.

This is the second of two processes that you need to run to fully reconcile access groups. The first is Evaluate Person IDs for Assignment Rule.

Daily. Run one hour after Evaluate Person IDs for Assignment Rule (above).

(Part 2 of Access Group Reconciliation)

Reconcile Dynamic Assignments Used for learning initiatives, community membership and community

assignments. It compares the intended audience determined by the Evaluate Person IDs for Assignment Rules process,

Daily. Run one hour after Evaluate Person IDs for Assignment Rule (above).

Implementing Learning 21D

Oracle Talent

Management Cloud