Job Aid: Requirements Based Curricula Course: Learning Needs

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SuccessFactors Learning v 6.4
Administrator Job Aid
Requirements Based Curricula
Job Aid: Requirements Based Curricula
Course: Learning Needs Management
Topic Lab: Create a Requirement
Topic Lab: Assign Requirements to a Curriculum
Prerequisite Courses
•
Introduction to SuccessFactors Learning Administration
•
Learning Needs Management
•
Create Curricula
Description
The purpose of this job aid is to guide administrators through the step-by-step process of creating new
curriculum requirements and adding the requirements to curricula.
Tasks
A.
B.
C.
D.
E.
Add New Curriculum Requirements: # Hours of Specified Hour Type
Add New Curriculum Requirements: # Hours of Specified Hour Type from Pool of Items
Add New Curriculum Requirements: # Items from Pool of Items
Add Requirements to Curricula
Group Curriculum Requirements
Task A.
Add New Curriculum Requirements: # Hours of Specified Hour Type
Verify the Admin tab is
selected.
1
Navigate to Learning >
Requirements.
2
Click Add New.
2
1
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-1Confidential. All rights reserved.
SuccessFactors Learning
SuccessFactors Learning v 6.4
Administrator Job Aid
Requirements Based Curricula
3
Select the requirement
type from drop-down
menu.
4
Enter the new requirement
ID and description.
5
Select a domain for this
new requirement.
7
3
The creation date defaults
to today’s date.
4
6
Verify the Active checkbox
is checked.
5
7
Click Next.
6
Because the requirement
type ‘# Hours of specified
hour type’ was selected
above, you must enter the
hour type and required
hours.
10
8
Select the hour type from
drop-down menu.
9
Enter required hours.
8
10
Click Add.
9
A new requirement has
been added.
© 2011 SuccessFactors, Inc.
-2Confidential. All rights reserved.
SuccessFactors Learning
SuccessFactors Learning v 6.4
Administrator Job Aid
Requirements Based Curricula
Task B.
Add New Curriculum Requirements: # Hours of Specified Hour Type from Pool of
Items
Verify the Admin tab is
selected.
1
Navigate to Learning >
Requirements.
2
Click Add New.
2
1
3
Select the requirement
type from drop-down
menu.
4
Enter the new requirement
ID and description.
5
7
Select a domain for this
new requirement.
3
4
The creation date defaults
to today’s date.
6
Verify the Active checkbox
is checked.
7
Click Next.
© 2011 SuccessFactors, Inc.
5
6
-3Confidential. All rights reserved.
SuccessFactors Learning
SuccessFactors Learning v 6.4
Administrator Job Aid
Requirements Based Curricula
Because the requirement
type selected was ‘# Hours
of specified hour type from
pool of items’, the next
step requests the hour
type, required hours, and
selected pool of items.
8
9
Select hour type from
drop-down menu.
13
8
9
12
Enter required hours.
10
Add items to the pool:
10
Enter exact item type and
item ID.
11
Click Add.
11
or
12
Click the add one or more
from list link to search for
and select the items.
13
Once you have a pool of
items, click Add to add the
new requirement.
A new requirement has
been added.
© 2011 SuccessFactors, Inc.
-4Confidential. All rights reserved.
SuccessFactors Learning
SuccessFactors Learning v 6.4
Administrator Job Aid
Requirements Based Curricula
Task C.
Add New Curriculum Requirements: # Items from Pool of Items
1
Navigate to Learning >
Requirements.
2
Click Add New.
2
1
3
Select the requirement
type from drop-down
menu.
4
Enter the new requirement
ID and description.
5
Select a domain for this
new requirement.
7
3
The creation date defaults
to today’s date.
6
Verify the Active checkbox
is checked.
7
Click Next.
4
5
6
© 2011 SuccessFactors, Inc.
-5Confidential. All rights reserved.
SuccessFactors Learning
SuccessFactors Learning v 6.4
Administrator Job Aid
Requirements Based Curricula
Because the requirement
type selected was ‘# Items
from pool of items’, the
next step requests the
required number of items
and selected pool of items.
8
Enter required number of
items.
12
8
11
9
Add items to the pool:
9
Enter exact item type and
item ID.
10
Click Add.
10
or
11
12
Click the add one or more
from list link to search for
the items.
Once you have a pool of
items, click Add to add the
new requirement.
A new requirement has
been added.
© 2011 SuccessFactors, Inc.
-6Confidential. All rights reserved.
SuccessFactors Learning
SuccessFactors Learning v 6.4
Administrator Job Aid
Requirements Based Curricula
Task D.
Add Requirements to Curricula
1
Navigate to Learning >
Curricula.
2
Enter search criteria to find
curriculum.
3
Click Search.
2
1
3
4
Click the curriculum ID link
for the curriculum you wish
to select.
4
5
Select the Contents tab.
6
Click Edit.
6
5
7
Click the Add Content
button (
8
).
Select Requirements from
the drop-down menu.
7
8
© 2011 SuccessFactors, Inc.
-7Confidential. All rights reserved.
SuccessFactors Learning
SuccessFactors Learning v 6.4
Administrator Job Aid
Requirements Based Curricula
9
Enter criteria to search for
the desired requirements.
10
Click Search.
9
10
11
Check Add next to each
requirement to add.
12
Click Add.
12
11
13
Click the expand icon ( )
to view assignment details.
14
Click the edit link to
update assignment
information (i.e., initial
and retraining details).
© 2011 SuccessFactors, Inc.
13
-8Confidential. All rights reserved.
14
SuccessFactors Learning
SuccessFactors Learning v 6.4
Administrator Job Aid
Requirements Based Curricula
Task E.
Group Curriculum Requirements
1
Navigate to Learning >
Curricula.
2
Enter search criteria to find
curriculum.
3
Click Search.
2
1
3
4
Click the curriculum ID link
for the curriculum you wish
to select.
4
5
Select the Contents tab.
6
Click Edit.
6
5
7
8
Select at least two
requirements by checking
the corresponding Select
checkboxes to group
requirements.
8
Click Group Requirements.
7
© 2011 SuccessFactors, Inc.
-9Confidential. All rights reserved.
SuccessFactors Learning
SuccessFactors Learning v 6.4
Administrator Job Aid
Requirements Based Curricula
Edit requirements group
details:
9
12
Enter group description.
10
Edit initial assignment
details.
11
Edit retraining assignment
details.
12
Click Create Group.
9
10
11
Review requirement group
details.
© 2011 SuccessFactors, Inc.
- 10 Confidential. All rights reserved.
SuccessFactors Learning
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