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    Oracle Apps R12 High Level Setup for OLM

    Define Menus and Responsibilities

    1. Set HR and OTA profile options2. Define Training Organizations

    3. Define OLM Lookup alues

    !. "nable #urren$ies

    %. Define Training Resour$e &e' (le)field

    *. Define "nroll+ent Statuses

    ,. Define "nroll+ent -ustifi$ations

    . Define Deli/er' Modes

    0. Set OTA aitlisting Options

    1. S$edule #on$urrent 4rogra+s 5re6uests7

    1. "nroll+ent and aitlisting

    1. "nroll+ent #an$ellation and Auto+ati$ aitlisting

    2. Learning 4at Re+inder

    1. Send Learning 4at #o+pletion Target 8otifi$ations

    2. Send Learning 4at #o+ponent #o+pletion Target 8otifi$ations

    3. Learning #ertifi$ation Re+inder

    1. Send #ertifi$ation 8otifi$ations

    2. S'n$ronize #ertifi$ation Subs$riptions 9it #lass "nroll+ents

    3. :pdate #ertifi$ation Subs$ription Status to ")pired

    !. #lass 8otifi$ations

    1. Send #lass ;eginning 8otifi$ations to aitlisted Learners

    2. Re+ind >do9nload.ora$le.$o+>do$s>$d>;311!?2>books>Training>Training?#ourses2.t+l@9p

    110%13

    http://oracledocs.wordpress.com/2009/06/17/oracle-apps-r12-high-level-setup-for-olm/http://download.oracle.com/docs/cd/B31104_02/books/Training/Training_Courses2.html#wp1019513http://download.oracle.com/docs/cd/B31104_02/books/Training/Training_Courses2.html#wp1019513http://oracledocs.wordpress.com/2009/06/17/oracle-apps-r12-high-level-setup-for-olm/http://download.oracle.com/docs/cd/B31104_02/books/Training/Training_Courses2.html#wp1019513http://download.oracle.com/docs/cd/B31104_02/books/Training/Training_Courses2.html#wp1019513
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    Oracle Training Administration

    OTA Workflow Process

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    Subject:OLM Seeded Roles, Permission Sets, and Permissions Doc ID:356524.1 Type: BULLETI Modified Date: !1"#U$"2!!% Status: PUBLIS&E'

    OLM Seeded Roles, Permission Sets,and Permissions

    Note: The information in this document applies to both Oracle Applications Release 11i and Release 12customers.

    Customers who are upgrading from a pre OTA.J release to Release 12 can follow this document

    to set up the Roles and ermissions in O!".

    Customers who are alread# on OTA.J le$el and ha$e set up Roles and ermissions can s%ip

    these steps when upgrading to Release 12.

    Oracle Learning Management provides the following roles permissions permission sets menus andgrants!

    To configure "ole#$ased %ccess &ontrol for OLM effectively be aware of the following issues:

    Do not change the seeded roles themselves' copy them and use the copies

    Do not change the "ole &ode prefi( of )M*+ ,including the -pipe- character.

    /ever grant a role direct access to permissions' always use permission sets

    %s other Oracle %pplications in your enterprise may use "$%& it0s a good idea to prefi( your

    grants and sets with OLM or some other uni1ue identifier

    Do not attempt to combine function security ,menu access. and data security ,view and edit

    capability. in the same permission set

    Roles

    The following roles are seeded under application -Learning Management- and role category of -Training-:

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    Role (ode 'is)la* ame

    )M*+OT%2L"/32%DMI/ Learning %dministrator

    )M*+OT%2L"/32%ST2%DMI/ Learning %ssessment %dministrator

    )M*+OT%2L"/32&T32%DMI/ Learning &atalog %dministrator

    )M*+OT%2L"/32&/T2%DMI/ Learning &ontent %dministrator

    )M*+OT%2L"/324/"2%DMI/ Learning 4nrollment %dministrator

    )M*+OT%2L"/325I/2%DMI/ Learning 5inance %dministrator

    )M*+OT%2L"/32I/S2)6D24/" Learning Instructor 7 )pdate 4nrollmentStatus

    )M*+OT%2L"/32"4S2%DMI/ Learning "esource %dministrator

    )M*+OT%2L"/32ST62%DMI/ Learning Setup %dministrator

    Permissions

    The following permissions are form functions of the type -Subfunction-:

    +n-tion User +n-tion ame 'es-ri)tion

    8 OT%2&T32&"4%T4 &reate &ategory 6ermission for creating categories!

    9 OT%2&T32D4L4T4 Delete &ategory 6ermission for deleting categories!

    OT%2&T32)6D%T4 )pdate &ategory 6ermission for updating categories!

    ; OT%2&T32

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    8B OT%24 OT%2L6S2D4L4T4 Delete Learning 6ath 6ermission for deleting learning paths!

    9? OT%2L6S2)6D%T4 )pdate Learning 6ath 6ermission for updating learning paths!

    9@ OT%2L6S2

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    ;A OT%2TST2D4L4T4 Delete Test 6ermission for deleting tests!

    ;B OT%2TST2)6D%T4 )pdate Test 6ermission for updating tests!

    >E OT%2TST2 OT%2TS"2&"4%T4 &reate "esource 6ermission for creating resources

    >; OT%2TS"2)6D%T4 )pdate "esource 6ermission for updating resources

    >> OT%2TS"2D4L4T4 Delete "esource 6ermission for deleting resources

    >? OT%2T"$2&"4%T4 &reate "esource $ooing6ermission for creating resourcebooing

    >@ OT%2T"$2)6D%T4 )pdate "esource $ooing6ermission for updating resourcebooing

    >A OT%2T"$2D4L4T4 Delete "esource $ooing6ermission for deleting resourcebooing

    >B OT%2T5C2&"4%T4 &reate 5inance 6ermission for creating finance

    ?E OT%2T5C2)6D%T4 )pdate 5inance 6ermission for updating finance

    ?8 OT%2T5C2D4L4T4 Delete 5inance 6ermission for deleting finance

    ?9 OT%2/CS2&"4%T4 &reate 4(ternal Learning 6ermission for creating e(ternal learning

    ? OT%2/CS2)6D%T4 )pdate 4(ternal Learning6ermission for updating e(ternallearning

    ?; OT%2/CS2D4L4T4 Delete 4(ternal Learning 6ermission for deleting e(ternal learning

    ?> OT%2&"T2 OT%2&&C2)6D%T4 )pdate &ategory &hat 6ermission for updating category chats

    @? OT%2&&C2D4L4T4 Delete &ategory &hat 6ermission for deleting category chats

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    @@ OT%245"2

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    Thus separate grants have been ,and must be. created for the )I menus and 6ermission set menus!

    The following menus provided in OT%!I have been modified!

    8. OT%2%DMI/2TO62M4/)

    %ddedHupdated entries for the following function entries:

    Prom)t +n-tion

    &atalog %dministration &atalog %dministration

    "esources List of "esource Definitions

    "esource $ooings List of %ll "esource $ooings

    Learner 4nrollments andSubscriptions List of Learner 4nrollments

    Learning Cistory List of 4(ternal Learnings

    &ontent %dministration &ontent %dministration

    &ost Transfer 5inanceCeaders List of 5inance Ceaders

    Setup %dministration Setup %dministration List

    9. OT%2IL4%"/I/32%DMI/2TO62M4/)

    %ddedHupdated entries for the following function entries:

    Prom)t +n-tion

    &atalog %dministration &atalog %dministration

    "esources List of "esource Definitions"esource $ooings List of %ll "esource $ooings

    Learner 4nrollments andSubscriptions List of Learner 4nrollments

    Learning Cistory List of 4(ternal Learnings

    &ontent %dministration &ontent %dministration

    &ost Transfer 5inanceCeaders List of 5inance Ceaders

    Setup %dministration Setup %dministration List

    %dded the following menus and nullified the prompt of the OT% 4nrollments OT% "esources OT%&ourses and &ustomer and Supplier Setup!

    Prom)t Men

    4nrollmentsManage Learning Management 4nrollment 5orms)Is

    "esourcesManage Learning Management "esource 5orms)Is

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    . OT%2%DMI/25I/%/&42T%$ Menu

    )ser Menu /ame: OT% 5inance Tab for Self#Service %dministrator

    Menu Type: CTML Tab

    %dded the following entry to the menu:

    Prom)t Smen

    CeadersOT% 5inance Ceader Sub Tab for Self Service

    %dministrator

    % similar structure needs has been created for 5inance Ceaders "esources and Learner Tabs!

    ;. OT%2%DMI/2%66LI&%TIO/2M4/)

    %dded entries for the following tabs:

    Prom)t Smen

    "esourcesOT% "esources Tab for Self#Service

    %dministrator

    Learner OT% Learner Tab for Self#Service %dministrator

    &ontent OT% &ontent Tab for Self#Service %dministrator

    5inance OT% 5inance Tab for Self#Service %dministrator

    Setup OT% Setup Tab for Self#Service %dministrator

    Permission Sets

    The following permission sets have been created!

    Men User Men ame

    8 OT%2&T32

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    8; OT%2L6S2

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    @ OT%2&T32M%/%342)I Manage &ategory )Is

    A OT%2&T32L%2

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    ;E OT%24&C2 OT%2&5"2E

    OT%2&"T2&OM62M%/%342)I

    Manage Learning &ertification &ompetency

    )Is>8

    OT%2&"T2L%2M%/%342)IManage Learning &ertification Learner %ccess)Is

    >9OT%2&"T2L%2? OT%2/CS2A OT%2L%2

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    ?B OT%2LOS2LO%D2)I Load Learning Object )Is

    @E OT%2LOS26"4"4F2M%/%342)I Manage Learning Object 6rere1uisites )Is

    @8 OT%2F$G2M%/%342)I Manage Fuestion $an )Is

    @9 OT%2TST2 OT%24/"OLLM4/T2

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    8EE OT%2LM24/"OLLM4/T25O"MS2)IManage Learning Management 4nrollment5orms )Is

    8E8 OT%2LM2O"3%/I%TIO/25O"MS2)IManage Learning Management OrganiJations5orms )Is

    8E9 OT%2LM2"4SO)"&425O"MS2)I

    Manage Learning Management "esource

    5orms )Is

    8E OT%2%SMT2%DMI/2)I Manage %ssessment %dministration )Is

    8E; OT%2%SMT2&OMMO/2)I %ssessment %dministration &ommon )Is

    $rants

    3rants have been seeded for e(isting customers to enable all users who have the Learning %dministratoror Learning Management %dministrator responsibility to access to the same screens as before!

    $rantee $rant ame Permission SetLearning &atalog

    %dministratorOT% Manage &atalog )Is for &atalog

    %dministration Manage &atalog )Is

    Learning &atalog%dministrator

    OT% 4dit Learning 6ath for &atalog%dministration 4dit Learning 6ath

    Learning &atalog%dministrator OT% 4dit &ategory for &atalog %dministration 4dit &ategory

    Learning &atalog%dministrator OT% 4dit &ourse for &atalog %dministration 4dit &ourse

    Learning &atalog%dministrator OT% 4dit Offering for &atalog %dministration 4dit Offering

    Learning &atalog%dministrator OT% 4dit &lass for &atalog %dministration 4dit &lass

    Learning &atalog%dministrator OT% Session &lass for &atalog %dministration 4dit Session

    Learning &atalog%dministrator

    OT% 4dit Learning &ertification for &atalog%dministration

    4dit Learning&ertification

    Learning &atalog%dministrator

    OT% 4dit &ategory &hat for &atalog%dministration 4dit &ategory &hat

    Learning &atalog%dministrator

    OT% 4dit &ategory 5orum for &atalog%dministration 4dit &ategory 5orum

    Learning &atalog

    %dministrator OT% 4dit &lass &hat for &atalog %dministration 4dit &lass &hatLearning &atalog

    %dministrator OT% 4dit &lass 5orum for &atalog %dministration 4dit &lass 5oru !

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    Automatic Waitlisting

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    Profile Options

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    Subject: OLM: 4nrollment to &lass /ot "outed 5or Standard %pproval!

    Doc ID:433146.1

    Soltion

    To ensure that enrollment to the class goes through for approval ensure that

    the Self 4nrollment option is OTset at any level!

    If self enrollment is set at any level,from category to class. this willoverride the approval parameter set on the function definition!

    4(ample: if the function has p%pproveMode K category # Self

    4nrollment &lass # Standard

    %pproval!

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