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 © 2011 SuccessFactors, Inc. -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