Here we go...
1) Navigate to the Learning Admin application.
2) Select Course in the Create section of the menu.
3) Select the Create Blended Course option.
4) Select OK.
5) Enter the following information...
| Field Name | Entry Value |
| Course Title | Engagement 101 |
| Description | This course provides attendees with the most up-to-date, basic information GMS has about employee engagement |
| Description | Use this reorganization event to group activities related to the creation of Alpha organizations. |
| Topics | Employee Engagement |
| Version | 1 |
| Version Note | Pilot |
| Effective Date | Today's Date (default) |
| Contacts | Amelia Casias |
| Time Value | Days |
| Enable Auto Enrollment from the Waitlist | (select) |
| Cover Image | Engagement101.png |
| Minimum Enrollment Capacity | 5 |
| Maximum Enrollment Capacity | 15 |
| Waitlist Capacity | 5 |
6) Scroll down to the Lesson Details section and enter the following information
| Field Name | Entry Value |
| Allowed Instructors > Internal: | Adesh Shah, Charles Lewis, Daniel Betancourt, Juan Delgado, Yolanda Torres |
| Allowed Accessors | Leave blank |
| Locations | Active Business Sites > select Chicago, New York, and San Francisco |
7) Select Add Lesson > Media and create the following lesson:
| Field Name | Entry Value |
| Add Lesson | Media |
| Lesson Order | 1 |
| Make Lesson Mandatory | (select) |
| Media Lesson Title | Engagement Course Material |
| Media | EngagementCourseManual.pdf (Hint: Drive > _WorkdayLearning_Course_Files > Media Doc > EngagementCourseManual.pdf) |
8) Select Add Lesson > Instructor Led / Classroom Training and create the following lesson:
| Field Name | Entry Value |
| Add Lesson | In Person Classroom (Instructor Led) |
| Lesson Order | 2 |
| Make Lesson Mandatory | (select) |
| Title | Engaging Your Employees |
| Track Attendance | (select) |
| Track Grades | (select) |
| Grading Scheme | Pass / Fail |
| Description | You are taking a two-day class. Each day lasts approximately eight (8) hours. This calculation does not include the 1-hour lunch period, but it does include both a morning and afternoon break. |
9) Select Add Lesson > Media and create the following lesson:
| Field Name | Entry Value |
| Add Lesson | Media |
| Lesson Order | 3 |
| Make Lesson Mandatory | (select) |
| Title | Engagement 2.0 |
| Description | This 10-minute video provides additional information on how to bring your engagement efforts new vitality for the new millennium. |
| Media | Video > Engagement20.mov |
10) Select Submit. The confirmation pop-up displays. Use this pop up to view details of next steps in the process, such as any manager approval your company requires.
Remember: To edit any of what you've just created, use the Edit LessonTask.
To check your work, use the Manage Learning Content Task.
Here's what you're needing to get done...
1. Use the information in the previous activity to complete this challenge activity.
2. In the Course Name field, enter Engagement 101 - Virtual Course.
3. In the Description field, enter This course provides attendees with the most up-to-date, basic information GMS has about employee engagement.
4. Structure the course so that it matches its classroom counterpart in all aspects except:
1. Select Virtual Classroom (Instructor Led) for Lesson 2.
2. Add Charles Lewis as the only Allowed Instructor.
3. Leave Locations blank. The field will accept a location, but adding a location causes an error when you try to submit your work. You cannot add a location to a virtual course.
5. Allow up to 15 students per class with a waitlist of up to five.
Here we go...
1) Navigate to the Learning Admin application.
Just like above, you'll start by going out to your "Learning Admin" page...
You can access it like you see above or go to the "Hamburger" menu in the upper left hand corner.
You'll be asked to choose the "Course Type." You'll want to select "Blended Course." Not only does this match what you did before, but anytime you've got a combo of "virtual" with a real live human being, it's considered to be a "Blended" course by default.
You'll enter the info that corresponds to the previous activity. Here's how it looks in real time...
2) Scroll down to the Lesson Details section and enter the following information
| Field Name | Entry Value |
| Allowed Instructors > Internal: | Charles Lewis |
| Allowed Accessors | Leave blank |
| Locations | (leave blank) |
3) Select Add Lesson > Media and create the following lesson:
| Field Name | Entry Value |
| Add Lesson | Media |
| Lesson Order | 1 |
| Make Lesson Mandatory | (select) |
| Media Lesson Title | Engagement Course Material |
| Media | EngagementCourseManual.pdf (Hint: Drive > _WorkdayLearning_Course_Files > Media Doc > EngagementCourseManual.pdf) |
4) Select Add Lesson > Virtual Classroom (Instructor Led) and create the following lesson:
| Field Name | Entry Value |
| Add Lesson | Virtual Classroom (Instructor Led) |
| Lesson Order | 2 |
| Make Lesson Mandatory | (select) |
| Title | Engaging Your Employees |
| Track Attendance | (select) |
| Track Grades | (select) |
| Grading Scheme | Pass / Fail |
| Description | You are taking a two-day class. Each day lasts approximately eight (8) hours. This calculation does not include the 1-hour lunch period, but it does include both a morning and afternoon break. |
5) Select Add Lesson > Media and create the following lesson:
| Field Name | Entry Value |
| Add Lesson | Media |
| Lesson Order | 3 |
| Make Lesson Mandatory | (select) |
| Title | Engagement 2.0 |
| Description | This 10-minute video provides additional information on how to bring your engagement efforts new vitality for the new millennium. |
| Media | Video > Engagement20.mov |
Hit Submit and you're done!
Task #1
1. From the Learning Admin dashboard, in the Create section, select Survey link.
2. Select the Create New Survey option.
3. In the Survey Name field, enter Engagement Readiness Survey.
4. Select OK.
5. Select the Survey Details tab.
6. Select Edit and enter the following information:
| Field Name | Entry Value |
| Instructional Text | Complete this survey immediately following class to help us determine ways to improve our processes. |
| Limited to 1 Response | (select) |
7. Select Save.
8. Select the Questions tab.
9. Select Add and enter the following information:
| Field Name | Entry Value |
| Question Type | (Single-Select) Drop down |
| Question | On a scale from 1-3, how valuable do you think the engagement offerings are? |
| Question Required | (select) |
| Response 1 | 1 Not Good |
| Response 2 | 2 OK |
| Response 3 | 3 Great |
| Score | These responses are not scored. The numbering in this example is for question sequence only. |
10. Select Add and enter the following information:
| Field Name | Entry Value |
| Question Type | (Multi-Select) Checkbox |
| Question | Of the following topics, which two would you like included in future classes? |
| Question Required | (select) |
| Response 1 | Succession Planning |
| Response 2 | Being your Best |
| Response 3 | Engaged vs Unengaged |
| Response 4 | Rewards and Recognition |
| Response 5 | Performance Discussion |
11. In the Maximum Number of Selections field under the Responses table, select 2.
12. (Optional) select Add and enter the following information:
| Field Name | Entry Value |
| Question Type | (Multi-Select) :Pill |
| Question | What words or phrases best describe the impact of the course? (Select two answers.) |
| Question Required | (select) |
| Response 1 | No impact |
| Response 2 | Waste of time |
| Response 3 | Enlightening |
| Response 4 | Good information |
| Response 5 | Not sure |
13. In the Maximum Number of Selections field under the Responses table, select 2.
14. (Optional) select Add and enter the following information:
| Field Name | Entry Value |
| Question Type | Text |
| Question | What additional things do you want us to know about the course? |
| Question Required | (clear) |
15. Select Preview to review your current survey, may take a while to display. Notice the questions seem a little out of order?
16. Select Done. The Edit Survey page displays
Task #2
1. Review each of the questions.
2. Hover over the up and down arrows. Notice that your cursor changes to a move cursor.
3. Select the move cursor and drag the Text question to the end of the list until you notice a blue line displayed.
4. Drop the question in its new order. Now, the Text question becomes the final question of the survey.
5. Select Next to activate your survey. The Send Survey page displays, with two options Send to specific organizations and/or individuals or Send via link.
Task #3
1. From the Send Survey page, select the Send via link option.
2. Select OK. The View Survey Link page displays.
3. Your survey is active. You can add it to a course as you would any other lesson by selecting Survey as the material type.
4. (Optional) Select Survey Home to review all surveys to review more.
For this last Task, you're going about it in a different way in that you're adding the Survey directly to an existing Course.
First, you create the Survey using the process outline above. Then you go the Course you want to associate the Survey with by finding the course and then Editing it. Then, "Add Lesson," at which point you can choose the "Survey" option...
The first thing you're going to do is set up a new Topic...
1. As Logan McNeil, navigate to the Learning Admin dashboard.
2. Select Manage Topics, and when the page displays, select Create. The Create Learning Topic displays.
3. In the Name field, enter Cash Management.
4. Upload the Cash Management image using the provided image or another of your choosing.
5. Select OK.
6. Navigate to the Learning application.
7. Select the Discover menu item.
8. Select the Browse Topics link
Anytime you create a "segment," you're breaking up an already existing population in a way that will require two groups:
- the group of folks you're wanting to highlight
- everybody else
Right now we've got a situation where everyone has access to a particular Topic. Now we're going to change things where this Topic is accessible to only one group of individuals.
To do that we're going to begin by taking this Topic out of the general population and making it unique...
...and then...
We're going to create another segment (you see that in Step #5) where we have all the other Topics except for the one we just took out of general circulation.
1. Navigate to the Create Learning Security Segment task.
2. In the Learning Security Segment Name field, enter General Topics.
3. From the Learning Topic list, select all topics except Cash Management.
4. Select OK and verify all the topics you want list on this new topic segmentation.
5. Repeat steps 1-5, except in the Learning Security Segment Name enter Cash Management and only select Cash Management for the Learning Topic. (this is important as it represents the other members of the Security Group that you've now excluded which you'll need to identiy in order to ensure they've got the right access to all of the aspects of the Learning Domain)
You want to keep something in mind here...
This is from the book...
When you segment a security group and assign it access to a topic or course, the original group it belonged to becomes invalid. If you grant only managers access to a topic, you must add the manager group to related domains. If the original, unsegmented security group is still on the domain security policy, it contradicts the segmented group.
Remove the original group from the domain security policy, and replace it with both the new manager group and a general group. Between them, the new groups will have access to all topics outside the manager segment. When segmenting courses by security category, an offsetting segmented security group is not required.
The original All Employees user-based security group should not have access to the IT topic, but it does. If you remove All Employees from the policy, you remove access to non-IT topics for everyone. If you leave it, all employees can still access the IT topic.
In other words, you're altering the identity of a Security Group as it functions in the context of the Learning Domain. You're not just changing things around for the sake of a particular learning topic. You're changing the composition of that group as it relates to every function and permission within the whole scope of the Learning Domain. That's going to impact what displays on the Dashboard as well as as several other features.
That being the case, any Security Group that was all inclusive (All Employees) is now a moot point because you've now segmented that group in a way where certain people are now being excluded.
To remedy that, you've got to back and look for any place where that "All Employee" Security Group was referenced and replace it with the two new groups you've just created. Now, between those two new groups, everyone is now represented as they were before.
1. Navigate to the Create Security Group task.
2. In the Type of Tenanted Security Group field, select Segment-Based Security Group.
3. In the Name field, enter General Topics SBSG ( acronym for Segment-Based Security Group).
4. Select OK. The Edit Segment-Based Security Group page displays with the segment name from the prior page.
5. In the Security Groups required field, select All Employees (Excluding CXO). This security group must be unconstrained. If you select a constrained group, an error message displays and you will not be able to proceed.
Note: Since All Employees (Excluding CXO) displays on dashboards and other places within this training environment, select that value instead of All Employees.
6. In the Access to Segments required field, use the prompt to select Security Segments > Learning Security Segment > General Topics.
7. Select OK. A confirmation page displays.
8. Repeat steps 1-7, this time:
A. In the Name field, enter Cash Management SBSG.
B. In the Security Groups required field, select Cash Manager (unconstrained).
C. In the Access to Segments required field, use the prompt to select Security Segments > Learning Security Segment > Cash Management.
B. In the Security Groups required field, select Cash Manager (unconstrained).
C. In the Access to Segments required field, use the prompt to select Security Segments > Learning Security Segment > Cash Management.
1. Search for and select the Learning Access domain. The View Domain Learning Access page displays.
2. From the domain's Related Actions icon, select Domain > View Security Policy.
• The page displays showing All Employees (Excluding CXO) under security groups.
• You just replaced that security group with two new ones: General Topics SBSG and Cash Management SBSG; therefore, All Employees (Excluding CXO) no longer provides access.
3. From the domain security policy Related Actions icon, select Domain Security Policy > Edit Permissions. • You just replaced that security group with two new ones: General Topics SBSG and Cash Management SBSG; therefore, All Employees (Excluding CXO) no longer provides access.
4. The Edit Permission page for the Learning Access domain security policy displays.
5. In the Report/Task Permissions grid, in the existing row with View/Modify permissions, use the prompt to select the two new security groups General Topics SBSG and Cash Management SBSG.
6. Remove the existing All Employees (excluding CXO) from the row. Leaving any other security groups.
7. Select OK. Note the yellow alert reminding you to Activate Pending Security Policy Changes.
1. Search for and select the Activate Pending Security Policy Changes task.
2. Enter a comment that describes what you are changing and why.
3. Select OK.
4. Select Confirm, and OK again.
5. The View Security Timestamp shows the moment you updated the security
There's a good chance you're going to have to go back now and replace the "ALL Employees (Excluding CXO)" with your two new Security Groups. We'll start with cleaning up the Application and Portals...
1. Search for the Maintain Learner Experience task.
2. Select the first menu item on the Learning Home tab that shows ALL Employees (Excluding CXO) under the Required for Groups heading.
3. Remove All Employees (Excluding CXO) and add General Topics SBSG and Cash Management SBSG.
4. Repeat this process in the Required for Group column for the My Learning, Discover, and Links tabs.
5. Run the Security Exception Audit report to notice if there are any remaining errors for Learning.
6. Notice there are errors on several dashboards: Home, Learning, and Onboarding.
7. Navigate to the Maintain Dashboards report.
8. Select the Dashboard column heading. In the Value field, enter Learning.
9. Select Learning from the results.
10. Select Edit when the Learning Dashboard displays.
11. Expand the Worklets section. Notice All Employees (Excluding CXO) still displays for access.
12. Select the first row of the Required for Group field, remove All Employees (Excluding CXO) and add General Topics SBSG and Cash Management SBSG.
13. Repeat this process in the Required for Group column until each row displays both General Topics SBSG and Cash Management SBSG.
14. Select Done.
15. Check for error messages on the Maintain Dashboard page.
16. Open the message and learn where your change may impact another dashboard.
17. Go to the impacted dashboard and again replace All Employees (Excluding CXO) with General Topics SBSG and Cash Management SBSG.
18. Repeat this process for any other dashboards that display in the error message, including the Learning application on both the Onboarding and My Library dashboards (if needed).
19. Rerun the Security Exception Audit report to notice if there are any remaining error
Note: The Learner Experience: Home and Discover replaced the Learning dashboard used in this course; however, these worklets need revisions so they can work on the Home and Discover application. They reside on the Learning Dashboard. If you do not update the dashboard with the new security domains, they will not work. The changes to Learn Access also impact the My Library and Onboarding where ever the All Employees (CXO) security group exists. Replace it with General Topics SBSG and Cash Management SBSG security groups.
1. Sign in as Teresa Serrano (tserrano) and view Topics via the Learning application.
2. Teresa will notice the Cash Management topic since she is a member of the Cash Manager (Unconstrained) security group attached to the new Cash Management Segment-Based Security Group.
3. Sign in as Logan McNeil (lmcneil) and view Topics via the Learning application.
4. Logan should have one less topic than Teresa on her learning profile. The Cash Management topic does not display based on Logan's security profile, as she is not a member of the Cash Manager (Unconstrained) security group.
5. Updating the view from Browse Learning Content report may take several hours to process as they are being indexed. If you do not notice your changes, check back in 24 hours.
• Important Note: When creating topic segmented security, it can take 8 to 10 hours for indexes to build in the tenant.
1. Navigate to the Edit Tenant Setup - HCM task.
2. Locate the Learning Heading at the very bottom of the page.
3. Select the checkbox next to Enable Security Categories, if not already selected.
4. Select OK. The Edit Tenant Setup - HCM confirmation page displays for you to check your updates.
B) Create Learning Security Category ...back to top
1. Navigate to the Create Learning Security Category task.
2. For your course's security segment, enter Manager Only Content in the Name field.
3. Select OK.
To view a Learning Security Category, use the View Learning Security Category Task.
1.Navigate to the Create Security Group task.
2. In the Type of Tenanted Security Group field, select Segment-Based Security Group.
3. In the Name field, enter Manager Only Content.
4. Select OK. The Edit Segment-Based Security Group page displays.
5. In the Security Groups field, select All Security Groups > Manager (unconstrained)
6. In the Access to Segments field, select Security Segments > Learning Security Category > Manager Only Content.
7. Select OK. A confirmation page displays.
1. Search for and select the Learning Access domain (domain:Learning Access). 2. From the domain's Related Actions, select Domain > View Security Policy. Note the page displays groups with access to this domain. You need to add Manager Only Content.
3. Select Edit Permissions from the Related Actions menu. The Edit Permission page for the Learning Access page displays.
4. In the Report/Task Permissions grid, select the Add Row icon to add a row.
5. Select the prompt and select Security Groups Valid for Policy > Manager Only Content. The Manager Only Content security group you just created displays.
6. Select Modify (check the box). Note the yellow alert reminds you to activate the pending security policy changes.
7. Select OK.
1. Search for and select the Activate Pending Security Policy Changes task.
2. Enter a comment that describes what you are changing and why.
3. Select OK.
4. Select Confirm, and OK again. The View Security Timestamp shows the moment you updated the security.
1. Navigate to the Preparing for Leadership course and access it in edit mode. (Hint: Use any of the earlier activities to help you with this task. [Related Actions->Learning Course->Edit)
2. Replace anything currently in the Security Category field, with Managers Only Content (see sidebar).
3. Select Submit.
4. Test it by signing in as a nonmanager...
1. Sign in as Logan McNeil (lmcneil).
2. Navigate to the Maintain Learning Validations report.
3. Select Drop Content Validation Context.
4. Select the New Validation button in the Critical Validation row. The Add New Custom Validation page displays.
5. In the Description field, enter You cannot drop specific Compliance and Security topic courses.
6. There should already be a blank row in the Rule Conditions grid. If there is not a blank row, select the Add Row icon to add a row to the grid.
7. In the Source External Field or Condition Rule field, select Learning Content Detail.
8. In the Relational Operator field, select frequently used > in the selection list.
9. In the Comparison Type field, select Value specified in this filter (default).
10. In the Comparison Value field, select Topic > Compliance and Security
11. Select the following 2 courses: Emergency Response Procedures and Workplace Harassment & Discrimination
12. Select OK.
1. Navigate to the Customer Service: A Key to Success course. Check that you are in View Admin mode.
2. Select the Scheduling tab.
3. Select the March 10 offering. Do not forget to use the column headings to help locate the Mar 10 course with 10 enrolled learners and one person on the waitlist.
4. Select the More icon and select Drop Learners. (make sure you choose the correct option here)
5. Drop any three learners.
6. Select OK.
7. Add the last person from the waitlist to the course.
8. Verify your work.