Learning

Learning includes the following main processes:

1. Business Event Preparation:

   This phase comprises the creation and maintenance of the master data accessed when you create your business event catalog including, for example, time schedules, event locations, and resources.

2. Business Event Catalog:

   You can create individual or multiple event dates, with or without resources (for example an instructor). This can be done manually or based on existing demand for the event.

3. Day-to-Day Activities:

   These activities are carried out for the created events, for example:

   • book (register to attend) internal and external attendees
   • prebook attendance
   • replace bookings
   • rebook
   • cancel attendance
   • create correspondence (provides notification for activities)
4. Recurring Activities:

   These are periodic activities, for example:

   • firmly booking events
   • locking events
   • unlocking events
   • canceling events
   • follow-up activities

Each of the processes has appropriate reports available.

Learning has several dynamic menus. They are dynamic in the sense that data you create in one menu is automatically updated in the other menus. The three main dynamic menus are:

1. The dynamic course menu where you create and change courses and manage resources.The following functions are available:
   1. Create courses
   2. Firmly book/cancel courses
   3. Lock and unlock courses
2. The dynamic participation menu, where you carry out all the functions that are associated with day-to-day activities for bookings (book, prebook, cancel, and so on), handle the manual output of correspondence, and request reports for correspondence histories and participant appraisals. You can carry out the following functions:
   1. Book participation
   2. Prebook participation
   3. Cancel participation
   4. Replace participation
3. The dynamic information menu where you can request all of the standard reports for courses, participation, and resources. The following reports are available:
   1. Attendance List
   2. Employee List
   3. Participant’s Training History / - Prerequisites /- Qualification/ - Appraisal
   4. Participant’s Statistics /- to be rebooked /- and Sales Statistics
   5. Prerequisites Matchup
   6. Prebookings per course type / - per participants
   7. Cancellations per course / - per participants
   8. Budget comparison

Learning has dynamic menus that simplify operation of the system by offering a way to create and maintain the objects. The advantage of dynamic menus is that you create data and access functions directly in the clearly structured environment of the business event hierarchy. The dynamic menus include the following:

• Master data
• Attendance
• Business Event
• Information
• Planning
• Resource
• Tools

When you select an object, the system automatically reads the current object data so that you do not have to enter it yourself. You access the various functions either via the menu or by clicking the right mouse button beside the appropriate object. Filters and selection criteria options control the data displayed in a dynamic menu. For example, you can set the status criterion to display only events in planned status.

The course catalog is presented in a hierarchical form. It is made up of course event groups and course types. The hierarchies of the catalog include the following:

Business Event Group: A business event group is a grouping of business event types that share the same characteristics or deal with related subject matter. Business event groups can, in turn, be combined to form overlying business event groups resulting in a hierarchically structured curriculum or catalog.

Business Event Type: A business event type is a prototype event including all of the general attributes that apply to events of this type. A business event type is not scheduled to take place on a specific date. Business event types are assigned to event groups. Event groups and types form the basic framework of the business event catalog.

Business Event: A business event is a specific occurrence of a business event type, scheduled to take place on a specific date. A business event (also referred to as a business event date) inherits all of the attributes stored for the event type, and is scheduled to take place on a specific date. Attendees are booked to business events.

You set up a course catalog by creating or planning business event dates for your business event types. Most of the data you store for business event types is proposed as default values for the actual event dates. You can overwrite this data as required. As a general rule, the more data you store for the event type, the less work you have later. If you transfer the data stored for the event types when you create your business event catalog, only certain fields must be maintained. Fields to be maintained when data is transferred include the following:

• Date
• Location
• Language
• Resource Reservation

In the dynamic participation menu, you can execute booking activity functions. Example of functions available in the dynamic participation menu include the following:

• Book attendance
• Prebook attendance (for business event types)
• Replace attendance
• Rebook attendance
• Cancel attendance
• Book attendee lists

Correspondence is automatically output to accompany each of the booking activities if the relevant customizing activities are completed.

You can monitor the output of correspondence using Correspondence History.

To do bookings, individual and group attendees are assigned to attendee types. When you create a new attendee, you select the pertinent attendee type and enter data for the attendee as required. You can make bookings for all attendee types that exist in the system.

Examples of attendee types are as follows: Object Object Type Description Person P Employee of your company User US Person with a record in the user master External Person H Employee from another company Applicant AP External person who has applied for a position Contact Person PT Employee of a partner Organizational Unit O For example, a department in your company Customer KU One of your customers

Integration with other application components facilitates direct and efficient data exchange. This data can be further processed in the Learning Solution. Integration is possible with the following application components:

Cost Accounting: Internal activity allocation of attendance fees and instructor costs, cost transfer posting for business event costs.

Sales and Distribution: Billing of attendance fees, use of attendee types customer and contact person.

Materials Management: Use of materials from the material master as resources for business events, generation of purchase requisitions, and material reservations.

Personnel Development: Check for and transfer of qualifications and use of appraisal systems from Personnel Development.

Time Management: Recording and checking of attendance (for internal event attendees and instructors).

Organizational Management: Use of organizational units as attendees and organizers of business events.

Personnel Administration: Use of people from the HR Master Data as attendees and instructors

In the Learning Solution, there is a dynamic information menu from which you can run all standard reports for attendance, business events, and resources. The advantage of the dynamic information menu is that the system reads the data for the report automatically when you select an object with the cursor and you do not have to enter the data manually.

For example, if you select a business event and start a report, the system automatically reads the business event data