Major organizations do offer courses specific to managers, to
help them align with their learning path goals. Allowing such courses to be
viewed and enrolled by managers only, is an extremely desirable feature of OLM. This desirable functionality, not only stream lines the enrollment process but also saves time for instructors and admins to filter/reject the enrollments that are not managers. Unfortunately,
OLM don’t directly support this functionality. This article will discuss a
workaround to meet such a business need.
"Learner Access" is a feature of Oracle E-Business Suite
Learning Management module, that allows the users to restrict the courses/offerings/classes
for targeted groups. Another cool feature of Learner access is, it inherits
down in hierarchy, for example, you can choose to inherit restriction for all classes
of an offering by just setting up learner access at offer level. Definition
of Learner Group may include "Assignment", "Learner", "Eligibility Profile" and "Learner
Group" itself.
Assignment/Learner - This option enables you to pre-define a static
list and offer courses for a specific set: Suitable to meet requirements like.... courses for executive board members etc...
Learner
Group - This option enables reusability of existing groups: Best to meet multiple restrictions
together like, courses offered specially for department 101 and full-time staff.
Eligibility
Profile - This option offers greater flexibility to define eligibility based on majority
of fields related to personal, employment and derived factors.
OLM version of "Eligibility Profile" form has a lot of restrictions, despite the fact that it uses the same form as Advanced Benefits (OAB) and Performance Management (OPM) modules. For
example, it won't allow to write a custom rule based on Fast Formula and include it in learner
access eligibility profile. This enhancement is acknowledged by Oracle and
documented as part of Note 1640607.1
Fortunately, this form, does include "Assignment set" option.
This option can be used as a workaround and code any custom requirement in
assignment set formula by writing new package using PL/SQL. Following picture
try to summarize how this can be done.
Step1) "Assignment Set" defined based on a "Criteria", internally
generates a Fast Formula. We will leverage this functionality and create an
assignment set first and edit the generated formula later. Create
assignment set using any HRMS manager responsibility and add a dummy criterion,
as shown below in "Criteria" tab and click on "Generate" button. Make sure assignment
set name doesn't include any spaces to avoid potential errors.
Step2) Navigate to Total Compensation -> Basic -> Fast
Formula and open "Formula Functions" form and create a new function with the
details as shown below. Also add the contexts "assignment_id" and "date_earned"
Step3) Navigate to Total Compensation -> Basic -> Fast
Formula and open "Write Formula" and search with the assignment set name created in Step-1. A formula
should have already created with the same name. Click Edit and copy paste the following
code.
INPUTS are INCLUDE_FLAG (text)
INCLUDE_FLAG = XX_is_valid_manager()
RETURN INCLUDE_FLAG
Step4) Now write PL/SQL code to match your custom
requirement. Here is a code snippet for checking
the manager in Supervisor hierarchy for our example.
Step5) Define an eligibility Profile based on this
assignment set, by navigating to Learning Administrator -> Learning
Administration -> Maintain Eligibility profiles
Step6) Define a learner group based on this eligibility
profile, by navigating to Learning Administrator -> Setup Administration
-> Groups -> Learner Groups and define a new one or edit existing to add
eligibility profile created in previous step. Your learner group is now ready, use it
wherever you need. You may need to click “Process Eligibility profiles for
Learner Group” button before using it, which will execute the FF and
identify the managers. You may also review the identified managers from “View
Members” on eligibility profile page.
Do you find this topic useful? Comment below to let me
know.
Thanks
Suresh
