oracle’s peoplesoft enterprise 9.1 release...

Oracle’s PeopleSoft Enterprise 9.1 Release Notes PeopleSoft Enterprise Learning Management 9.1

Release Notes for Oracle’s PeopleSoft Enterprise Learning Management 9.1 October 2009

Release Notes for PeopleSoft Enterprise Learning Management 9.1

Copyright © 2009, Oracle and/or its affiliates. All rights reserved.

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Introduction ................................................................................................................................................................................ 2 Purpose of This Document...........................................................................................................2 Intended Audience .......................................................................................................................2 Related Resources.......................................................................................................................2

Statement of Direction ..............................................................................................................2 Release Notes ..........................................................................................................................3 Additional Resources................................................................................................................3

Executive Summary ................................................................................................................................................................... 3 PeopleSoft Enterprise Learning Management 9.1 Enhancements............................................................................................ 4

Usability ........................................................................................................................................4 Calendar Views.........................................................................................................................4 Learning Plans..........................................................................................................................7 Learning Request Management .............................................................................................10

Administrative Efficiency ............................................................................................................11 Configurable Surveys .............................................................................................................11 Automatically Generated Course Codes ................................................................................14 Multiple Global Objectives ......................................................................................................14 Reasons for Inactivating Activities..........................................................................................15 URLs for Activities and Catalog Items ....................................................................................17 Automatic Ad Hoc Cost Calculation........................................................................................17 Pending Activities Included in Conflict Checks.......................................................................18 Restrict Enrollment for Waitlisted Learners ............................................................................18 Reserved Seats for a Department or Organization ................................................................19 Enhanced Display Options for Notes and Attachments .........................................................20 Optional Learning Component Description.............................................................................20 Search for Instructors by Availability ......................................................................................20 Optional Addition of Learning Components after Enrollments ...............................................21 Notification Template Modifications........................................................................................21 Configurable Notification Events ............................................................................................23 Generic Ad Hoc Notifications..................................................................................................24 Training Plan Budget Model ...................................................................................................25 Training Plan Report...............................................................................................................26 Training Plan Status Options..................................................................................................26 Training Plan Parameters .......................................................................................................26

Copyright 2009 Oracle. All Rights Reserved Page iii


Estimated Hours for Learning Requests.................................................................................27 (FRA) DIF Option Display .......................................................................................................27 (FRA) DIF Request Reminder ................................................................................................28 (FRA) Maintain Pending DIF Requests ..................................................................................29 (FRA) Planned DIF Hours.......................................................................................................30 (FRA) Printable Activity Roster...............................................................................................31 (FRA) DIF Balance Report......................................................................................................32

Talent Management Integration .................................................................................................33 ePerformance Integration .......................................................................................................33 Career Planning Integration....................................................................................................34 Succession Planning Integration ............................................................................................34

Enhancements That Are Common to Multiple Applications..................................................................................................... 34 Application Integration Framework.............................................................................................35 Approval Framework ..................................................................................................................35 Desktop Integration ....................................................................................................................36 Find Object Navigation ...............................................................................................................37 Events and Notifications.............................................................................................................37 Upgrade Framework...................................................................................................................37

Enhanced Product Information ................................................................................................................................................ 38 New Information Portal...............................................................................................................38 PeopleBook Improvements ........................................................................................................38 Researching PeopleBooks .........................................................................................................39 User Productivity Kit ...................................................................................................................39

Conclusion ............................................................................................................................................................................... 39

Copyright 2009 Oracle. All Rights Reserved Page iv


Introduction

Purpose of This Document This document provides an overview of the new features and enhancements that are planned for PeopleSoft Enterprise Learning Management (ELM) 9.1. It is a roadmap intended to help you assess the business benefits of PeopleSoft ELM 9.1 and to plan your information technology (IT) projects and investments.

We grouped the new features and enhancements that are included in this release by business process to better demonstrate how solutions can help you optimize your business. Our goal is to help your organization leverage technology to its fullest and increase the efficiency and effectiveness of your operations. Please note that the final release may not have every feature discussed in this document, and a specific feature may become part of a different application or have a product name that is different from those cited in this document.

Enhanced features are grouped into the following areas:

• Usability

• Administrative Efficiency

• Talent Management Integration

Intended Audience This document was created for executives, HR managers, training department managers, and training administrators involved in the evaluation and planning of a new purchase or upgrade to ELM 9.1.

Related Resources This section discusses publications that provide in-depth technical and functional information that is available at the time of publication. In many cases, the content in this document may have originated in the documents referenced below.

Statement of Direction The statement of direction identifies major enhancements and articulates the expected business benefit.

To navigate on My Oracle Support:

Resource Navigation

Statement of Direction My Oracle Support > Knowledge – search for PeopleSoft Enterprise HCM 9.1 Statement of Direction (Doc ID 760699.1)

Copyright 2009 Oracle. All Rights Reserved Page 2


Release Notes We publish release notes when a product is generally available (GA); they validate the final scope of the release. Release notes discuss the features and enhancements that are available with the GA release of each product, and describe the finalized functional and technical details that will enable project teams to confirm budgets and complete implementation plans.

To navigate on My Oracle Support:

Resource Navigation

Release Notes My Oracle Support > Knowledge – search for Enterprise Learning Management 9.1 Release Notes

Additional Resources Oracle offers many additional resources that will help your organization determine the effects of upgrading to this release. Visit the My Oracle Support website frequently to keep apprised of ongoing changes. These types of resources are available on My Oracle Support:

• Upgrade Paths

• Training Opportunities

• Consulting Readiness

• Business Process Maps

• Integration Resources

• Data Models

• Installation Guides

• Upgrade Guides

Executive Summary Today, leading organizations implement talent management practices designed to ensure that their employees have the skills and competencies required to meet corporate objectives. Learning is an integral part of ensuring that all employees have access to the training tools needed to improve their skills and meet those corporate goals.

PeopleSoft ELM 9.1 delivers a number of enhancements that cover a wide variety of customer needs by expanding industry and business processes, such as Talent Management Integration and Learning Portfolio Management, as well as protecting the customer’s investment by improving the usability of Notifications, Catalog Management, and other features. These customer-driven enhancements have resulted in an improved offering that is easier to manage and use. In addition, PeopleSoft ELM 9.1 offers even more integration with business processes such as Career and Succession Planning and Performance Management.



Please read on for more details. We’ve been busy at Oracle and hope this document aids you in making better decisions about PeopleSoft ELM 9.1.

PeopleSoft Enterprise Learning Management 9.1 Enhancements PeopleSoft ELM 9.1 will deliver an expanded feature set that enables organizations to manage their learning environment proactively and to ensure that employees acquire knowledge and skills consistent with corporate objectives.

Enhancements focus on the following areas:

• Usability

• Administrative Efficiency

• Talent Management Integration

Usability PeopleSoft ELM 9.1 includes enhancements designed to improve usability for learners, managers, instructors, and administrators. The topics that follow describe the enhancements by major grouping.

Calendar Views Learners and instructors can access their upcoming scheduled learning activities using a daily, weekly, or monthly calendar view. These calendar views enable you to review the details of your scheduled activities and launch webcasts directly from the calendar.

Learner Calendar Views

Learner’s Daily calendar view



This is an example of a daily calendar view for a learner. It presents a learner with her scheduled activities for a given day. Links on this page enable you to access detailed information about scheduled activities and their locations.

Instructor Calendar Views

Instructor’s Weekly calendar view This is an example of a weekly calendar view for an instructor. It presents the instructor’s scheduled activities for a specific week. Links on this page provide access to detailed information about the session and activity rosters and about facilities for scheduled activities.

Facility Calendar Views

You can also access calendar views for facility and room schedules.



Facilities Calendar - Monthly page This page enables you to view the locations of scheduled activities to help you determine space availability for new learning activities.

Room Reservations

In addition, you can reserve rooms for non-learning events to ensure that overlapping activities are not scheduled in the same room.



Facilities Calendar - Reserve a Room page

Learning Plans PeopleSoft ELM 9.1 expands learning plan functionality to enable learners, managers, and administrators to create multiple, distinct learning plans.

Learning Plan Creation and Updating

Learners can use the Learning Plan feature to categorize their planned learning events into groups that work toward a particular goal or objective. For example, if you decide to pursue a particular career path within the organization and view the objectives associated with that job role, then you can identify the learning activities that meet the job role objectives, create a new learning plan, and add all of those learning activities to your new learning plan. You can easily track the learning progress toward meeting your new career objectives.



Learning Plans - Current Learning Plans page You can use this page to view current learning plans and to create new learning plans. After you complete all of the learning associated with a learning plan, that learning plan moves to the Learning Plans - Learning Plan History page.

Learning Plan Details

Learning Plan Details page This page enables you to view the learning items associated with your plans and to add new learning items.



Team Learning Plans

Team Learning Plans - Current Learning Plans page As a manager, you can use this page to view a list of learning activities that your team members are enrolled in, and the curricula and certifications for which they are registered. You can view the details, progress status, and schedules for their learning by clicking the name of the activity or program. They can also enroll and drop team members from learning activities and programs, or modify learning requests.



Learning Request Management PeopleSoft ELM 9.1 includes enhancements to the Maintain Learning Requests component.

Current Learning Requests

Maintain Learning Requests - Current Learning Requests page This page enables you to specify criteria for searching current learning requests. The search results appear in a sortable table that quickly identifies the learning requests and the requested seats, and allows you to view the details of the requests and assign activities to those requests as appropriate.

Learning Request History

The Maintain Learning Requests component includes a new Learning Request History page.



Maintain Learning Requests - Learning Request History page Using the same enhanced search filters as the Maintain Learning Requests - Current Learning Requests page, this page enables you to quickly search for learning requests and view the transactional history of each learning request, including the name of the person who took the action and the date. This page enables you to monitor the learning requests that have come into the system and to see how the system did or did not fulfill them. This page provides an easy way for you to view and manage all of the learning requests to meet the learning needs of your company most effectively.

Administrative Efficiency PeopleSoft ELM 9.1 includes enhancements designed to improve the daily administrative operations of the application. It also has enhancements specifically for our French customers. The topics that follow describe these enhancements by major grouping.

Configurable Surveys PeopleSoft ELM 9.1 introduces the ability for you to create internal surveys from within the application that you can attach to an activity as a survey learning component.



Survey Definitions

Survey Definition page This page enables you to define surveys with multiple questions of various types, such as yes/no, single answer, multiple choice, or free text responses. You can place a value on each response and score them. You can use each survey with one or more activities. The flexible design enables you to create surveys to collect the information or to test a learner’s knowledge before or after a learning activity.



Internal Survey Components

Survey Component page A check box on the Survey Component page enables you to designate a survey learning component as an internal survey. You then attach the desired survey definition.



Survey Example

Example of Survey Definition for presentation skills page This example shows what an internal survey looks like when a learner launches it.

Automatically Generated Course Codes You can configure the system to automatically generate alphanumeric course codes and activity codes when you set up the Install Defaults page.

Example of automatically generated Course Code options The portion of the code entered in the Course Code field is static, and the system increments the numerical value in the Extension field whenever you create a new course code. This functionality enables you to create course items and activities quickly and ensures that you never create identical codes.

Multiple Global Objectives One learning activity can apply to multiple global objectives. To accommodate this practice, the system allows you to assign multiple global objectives to catalog items.



Catalog item with multiple Global Objectives You can associate multiple global objectives with a catalog item, but you can designate only one global objective as primary. You sort activities by global objective when you create training plans. For catalog items with multiple global objectives, only the global objective designated as primary appears in the training plan.

Reasons for Inactivating Activities PeopleSoft ELM 9.1 enables you to select reason codes for setting the status of activities to Inactive.

Reason Codes

You can use the Reason Codes page to define reason codes for inactivating activities.



Reason Codes page The Type field enables you to select whether a reason code applies to an activity or to a program.

Activity Inactivation Reasons

You set the status for an activity on the Activity Details page.



Activity Details page When you change the status of an activity to Inactive, you can enter a value in the Reason field to indicate why the activity is inactive. In addition, you can enter comments to provide further information about the inactivation.

URLs for Activities and Catalog Items PeopleSoft ELM 9.1 enables you to include live URLs in notes for activities and catalog items.

Example of URL field in Activity Notes When defining notes and attachments for activities and catalog items, you can enter a URL. Learners can click this active URL link to access notes and attachments for activities and catalog items.

Automatic Ad Hoc Cost Calculation When you define ad hoc costs for activities on a per student basis, PeopleSoft ELM 9.1 can automatically update the estimated activity costs based on the appropriate number of students.



Activity Cost Auto-Update options The value you select in the Auto-Update Option field enables you to determine whether and how you want the system to automatically derive the value of the Quantity field.

Pending Activities Included in Conflict Checks When you schedule a session learning component, the system takes into account activities with a status of Pending when it checks for session conflicts. These activities appear, along with any others, on the Session Conflicts page so that you can easily determine whether you are scheduling activities with the same resources.

Restrict Enrollment for Waitlisted Learners PeopleSoft ELM 9.1 enables you to restrict enrollment for waitlisted learners at the learning environment level and the activity level.



Learning Environment Level

Learning Environment Level Enrollment Defaults page Using the Last Waitlist Enroll field, you can enter the number of days before the start date or after the enrollment date that the system no longer automatically enrolls waitlisted learners when an enrolled learner drops an activity. The system uses this value to determine the default value of the Last Waitlist Enroll Date field on the Maintain Activities - Activity Details page. You can edit this value at the activity level.

Activity Level

Activity Waitlist options You can use the Last Waitlist Enroll Date field to update or enter the date after which the system no longer automatically enrolls waitlisted learners when an enrolled learner drops an activity.

Reserved Seats for a Department or Organization PeopleSoft ELM 9.1 enables you to reserve seats in an activity for a particular department or organization.



Activity seat reservation options When you enter values in the Reserve Seats for and Name fields, the system reserves seats for learners associated with the department or organization that you select.

Enhanced Display Options for Notes and Attachments PeopleSoft ELM 9.1 enables you to determine who can see activity and catalog item notes.

You can display notes and attachments in activities to no learners, to all learners, or only to learners enrolled in an activity. Your selection ensures that access to information about the activity appears only to appropriate learners.

Activity Notes display options You use the Display To field to set the note to not display to any learners, to display only to learners enrolled in the activity or catalog item, or to display to all learners.

Optional Learning Component Description When you add learning components to activities, the learning component Description field is now an optional field. It enables you to create learning components quickly without unnecessary descriptions.

Search for Instructors by Availability You can limit your instructor searches to available instructors only.



Instructor Search page If you select the Available Instructors Only check box, the system returns search results only for instructors who do not have a conflict at the session times and who meet all other search criteria entered. This search option enables you to find instructors who are available to teach sessions before you create a session.

Optional Addition of Learning Components after Enrollments An option on the Install Defaults page enables you to add new learning components to existing activities even after learners enroll in the activities.

Add Learning Components after Enrollment option

Notification Template Modifications PeopleSoft ELM 9.1 enables you to clone existing notification templates and to create customized templates. You also can inactivate delivered templates and replace them with notification templates that you create.



Notification Template Definition page (1 of 2)



Notification Template Definition page (2 of 2) The notification category that you select determines the variables that the system displays in the Template Variables group box. You can opt to generate the email resulting from a notification template in HTML format. In addition, you can include any attachments that are associated with the relevant activity, facility, program, or equipment with the email that is generated using this notification template.

Configurable Notification Events PeopleSoft ELM 9.1 enables you to modify, activate, and inactivate the notification events delivered with the system.



Configure Notification Events page You cannot delete a delivered notification event. However, by setting its status to Inactive, you can prevent the system from generating any notifications that it triggers.

Each event triggers the generation of notifications to particular recipients. You can configure the event to trigger notifications using separate notification templates for different combinations of recipient types and learning environments. For example, you can set up an activity reminder notification event that triggers the generation of one activity reminder notification for learners and a separate activity reminder notification for instructors, both for the same upcoming activity.

Generic Ad Hoc Notifications You can send generic ad hoc notifications to individual recipients or to all recipients associated with one or more customers, departments, job codes, or learner groups.



Ad Hoc Notification page This page enables you to quickly configure and send ad hoc notifications to an appropriate group of employees to notify them of learning events or other relevant issues. You can send these notifications in html format and include attachments with them.

Training Plan Budget Model PeopleSoft ELM 9.1 provides a budget modeling tool that enhances your ability to plan and adjust training plans based on budget data.



Training Plan Budget Model page The Training Plan Budget model imports data from a specific training plan and displays the current training demand and budget. You can enter hypothetical demand numbers to model your planned learning for the year and to calculate the costs associated with the hypothetical demand. You can analyze the budget model to see how it compares with the budgeted amount and, as the year progresses, you can use the budget model to compare your actual costs with your planned costs.

Training Plan Report The Training Plan report includes a From Learning Request Yes/No field. When you submit a learning request and the system assigns an activity to that learning request, the system tracks the source of that enrollment as coming from the learning request. The system lists these enrollments in the Training Plan report and flags them with a value of Yes in the From Learning Request field.

Training Plan Status Options The Training Plan Status Options page includes program registrations and supplemental learning status options. These options enable you to include both program registrations and supplemental learning in the Training Plan report. You can also include supplemental learning costs in the Training Plan report.

Training Plan Parameters The Training Plan Setup page enables you to define training plans for specific establishments and business units.



Training Plan Setup page You can use this page to define training plans for specific establishments and business units. These training plans enable you to you can generate training plan reports and training plan budget models that are specific to an establishment or business unit.

Estimated Hours for Learning Requests You can specify estimated hours for learning requests.

Maintain Learning Requests - Training Plan Attributes page The estimated hours you define for learning requests appears in the Training Plan Report.

(FRA) DIF Option Display The Team Learning page indicates whether learning applies toward Individual Training Entitlement (Droit Individuel à la Formation [DIF]).



Team Learning page with DIF column displayed The DIF column on the Team Learning page provides an easy way to see, at a glance, the DIF-applicable learning for your team members. To display this column on the Team Learning page, you must have the French feature enabled for your leaning environment.

(FRA) DIF Request Reminder When defining country-specific defaults for your learning environment, you can specify when the system sends DIF request notifications.

DIF Request Reminder Days

Learners in France submit DIF requests to have learning activities applied toward their training entitlement for the year. DIF requests have an initial status of pending. By law, requests must be either approved or denied within 30 days or penalties are incurred. To ensure that companies approve DIF requests in a timely manner, the system sends DIF Request Reminder notifications. This notification is sent to the approver of the DIF request after the number of days defined in the Learning Environment in the new DIF Request Reminder Days field.

Example of Learning Environment country-specific defaults The DIF Request Reminder Days field enables you to enter the number of days after an initial DIF request is submitted that the system issues a notification to the DIF request approver.

DIF Request Reminder Notification Template

When you generate DIF request reminder notifications using the DIF Request Notifications page, the system uses the LM_PDAPPRV_DIF notification template definition.



Example of pending Notification Template Definition page

(FRA) Maintain Pending DIF Requests The Maintain Pending DIF Requests page enables you to view all DIF requests that are currently pending and then quickly accept or deny those requests.



Maintain Pending DIF Requests page You can filter the requests that appear on this page using detailed search criteria. For each request that the system displays, you can quickly view the details of the request and adjudicate its outcome.

(FRA) Planned DIF Hours The DIF Balance grid includes planned DIF hours wherever it appears in PeopleSoft ELM 9.1.



Component Duration page showing Planned DIF hours

(FRA) Printable Activity Roster The Activity Roster page enables you to generate a printable roster in PDF format quickly.



Activity Roster page When you click the Print Roster link, the roster opens in PDF format in a separate browser window.

(FRA) DIF Balance Report PeopleSoft ELM 9.1 provides a report that lists your employees’ DIF balances.



DIF Balance Report page Using the report request parameters, you can filter the report to include a single employee or various subsets of employees.

Talent Management Integration PeopleSoft ELM 9.1 includes enhanced integration points within Oracle’s PeopleSoft Enterprise HCM Talent Management suite of products. The topics that follow describe these enhancements by major grouping.

ePerformance Integration Clear communication is the key to creating a high-performance culture. In addition to communicating what is expected of employees by establishing goals, competencies, and responsibilities, companies must communicate how employees can achieve these results. Therefore, organizations establish learning activities that tie directly to corporate strategies, key competencies, and job role success.

PeopleSoft ELM 9.1 provides the following enhanced integration with PeopleSoft Enterprise ePerformance:

• You can view all completed and planned learning from within the context of a performance evaluation and incorporate them into an individual’s overall performance rating.

• From learning sections in performance documents, you can search for learning based on your role (learner, manager, or administrator), automatically navigating to the appropriate PeopleSoft Enterprise Learning Management component. Any learning you add in the PeopleSoft Enterprise Learning Management system is likewise reflected in the performance document when you refresh it.

• Managers and employees can initiate a performance gap analysis and search for learning targeted to meet an employee’s performance needs directly from a performance document. Any courses in which the employee is enrolled are immediately reflected in the performance document.



• The system creates learning objectives within Enterprise Learning Management based upon any gaps between an individual’s desired and actual proficiencies from the performance document. From within Enterprise Learning Management, individuals can search for and complete learning targeted toward meeting those proficiency gaps.

• Upon completion of the learning activities, Enterprise Learning Management reports new proficiency ratings back to ePerformance and displays them in the performance document.

Career Planning Integration To meet the competencies needed to be successful in various job roles, organizations identify learning activities designed to train employees to meet the proficiencies needed. PeopleSoft Enterprise Human Resources 9.1 Career Planning provides a link to PeopleSoft ELM 9.1 that enables managers and employees to search the learning catalog and add learning activities directly to an employee’s training plan. After an employee completes the learning activities, the training plan displays the updated learning and the employee’s new proficiencies.

Succession Planning Integration To structure a successful succession plan, you must identify the learning that is needed to prepare individuals for a potential future position. PeopleSoft ELM 9.1 provides these enhancements to its integration with PeopleSoft Enterprise Human Resources 9.1 Succession Planning:

• You can designate learner groups as Used For Talent Pool.

• PeopleSoft ELM 9.1 enables you to configure learning curriculum that is designed to train employees for a specific position, associate it with the appropriate Talent Pool learner group, and send it to PeopleSoft Enterprise Human Resources 9.1 Succession Planning to be added to a talent pool.

• When you add employees to a talent pool, the system sends them to PeopleSoft ELM 9.1 and adds them to the appropriate Talent Pool learner group. Those employees then have access to the learning curriculum and can enroll and complete the learning activities needed in preparation for the new position.

Enhancements That Are Common to Multiple Applications This section discusses new enhancements that are common to multiple applications. PeopleSoft continues to deliver enterprise-wide features and frameworks that enhance your ownership experience and help you run your business more efficiently and profitably. With the release of PeopleSoft Enterprise Portal 9.1, PeopleSoft delivers:

• Application Integration Framework

• Approval Framework

• Desktop Integration

• Find Object Navigation



• Events and Notifications

• Upgrade Framework

Application Integration Framework Application Integration Framework extends PeopleSoft Integration Broker functionality to provide a standard way to represent, classify, store, query, publish, acquire, and invoke data that maps element names, structures, and values between PeopleSoft Messages and external system messages. Two important features of Application Integration Framework include; the Domain Value Mapping (Static Cross-references) and Dynamic Cross-referencing. These two mappings enable PeopleSoft Values to be mapped to other applications. Also, there are various APIs being provided as part of this framework to access the Domain Value Mappings and Dynamic Cross-references, such as PeopleCode APIs, XSLT Extensions Functions and also WebService calls. These APIs can be used in supplement with PeopleSoft Integration Broker to send and receive messages with other PeopleSoft systems or third-party systems. If the message structure differs between systems, transformation programs are used to transform the incoming or outgoing message to a message format that the PeopleSoft system understands. The primary purpose of Application Integration Framework is to create integrations with other Oracle Applications using the Application Integration Architecture without requiring an application upgrade. The framework is generic enough that is could be used for PeopleSoft integrations with any external system or with other PeopleSoft systems.

See Also

Application Integration Framework PeopleBook

Approval Framework Approval Framework is a user configurable tool that utilizes Pure Internet Architecture and PeopleTools Workflow to create dynamic approval processes that fit the needs of each organization. Approval Framework replaces Virtual Approver and puts most configuration control in the hands of the business analyst.

In the PeopleSoft Enterprise 9.1 release, Approval Framework focused on Flexibility, Configurability and Control.

These enhancements help to streamline configuration tasks and provide additional details and functionality for approvers.

• Flexibility: Three areas were the main focus: Notification, Timeout and User Lists.

• Additional configuration options:

The administration monitor has added a layer of configurability that allows actions to be enabled/disabled for each Transaction Registry.

The Monitor Configuration page controls both the Search and the Actions page of the Monitor Approvals.

The information displayed on the page can now be specified. In prior releases, only the transaction keys were displayed.



• Control: Two new features are meant to provide control to the user:

The first one is a new User Monitor. It is intended to be a “one-stop shop” for the user to review transactions that he either initiated or is a designated approver on.

The other new area of control is in reporting. Approval Framework has provided an audit report that provides details on Approval Transactions.

See Also

Approval Framework PeopleBook

Desktop Integration Desktop Integration is a completely new feature providing seamless integration between Microsoft Office and your PeopleSoft applications, enabling your organization to schedule and track appointments, meetings, tasks, and corresponding documentation.

The Desktop Integration framework allows PeopleSoft applications to extend functionality into the Microsoft Office 2007 suite. Providing the ability to launch Microsoft Outlook from a PeopleSoft web page and pass the application data to Outlook (Calendar or email). A two-way communication is established between the PeopleSoft application and Microsoft Outlook, with Outlook receiving the information from and sending updates to the PeopleSoft application. Oracle delivers this functionality as part of the PeopleSoft Enterprise Components that are available with all PeopleSoft applications.

Powerful integration scenarios include interview scheduling without leaving your PeopleSoft application, delivered tasks and dynamic displays that are customizable to suit your particular user groups and business needs. Address books that enable you to leverage PeopleSoft data to update Outlook users’ local address lists or to control the email addresses available within the PeopleSoft Outlook Meeting Scheduler.

The Desktop Integration framework consists of the following components:

The Microsoft Outlook and Word add-ins contain all the pieces necessary to send information to and receive information from the PeopleSoft applications. Microsoft Office add-ins invoke functions in this layer for user authentication, launching web services to receive and send data from the PeopleSoft application. On the PeopleSoft side, services and app-classes exist that accept the requests from Microsoft Outlook and Word and perform the necessary actions and data retrieval.

Oracle uses the Integration Broker to connect Microsoft Outlook and Word to the PeopleSoft applications. Oracle delivers predefined interfaces and security classes.

The Desktop Integration layer creates, updates and moves the data in and out of the PeopleSoft system and is responsible for responding to all events. As events are processed, control is optionally passed to the PeopleSoft Application Layer for handling.

Any application-specific functions are contained within the PeopleSoft Application Layer. When you create new integrations or customize existing ones, all application-specific code is contained within the application layer.



Find Object Navigation Use the Find Object Navigation utility with any PeopleSoft Pure Internet Architecture page to locate the navigation path for a component, page, content reference, or portal. When you select your search criteria and click the Find Navigation button, the resulting navigation paths appear with links that enable you to navigate directly to the page that you specified in your search. Frequently, several ways are available to access a page. Reviewing all of the navigation paths may help you find the page in a more intuitive way.

Additionally, when used as an internal tool, this utility can be very helpful during PeopleTools and application upgrades.

Events and Notifications Events and Notifications is a framework that enables you to define, implement and run business logic for business events. The Notification Dashboard is a central location to view information related to notifications, warnings, and alerts that occur within many batch or online processes throughout the system. You can receive notifications using email, worklist or XML messages when an event occurs. PeopleSoft Query can be used in combination with the Events and Notifications Framework feature to generate alert messages based on data within one or more PeopleSoft tables.

The Events and Notifications framework was created to combine existing Event functionality from HCM and Events, Warning, and Notifications in SCM to be a common framework that could generate multiple kinds of notifications, required a very light API to implement and had a minimal set of required registry data. This combined framework is now available in all PeopleSoft Applications.

See Also

Events and Notifications Framework PeopleBook

For Email collaboration, please note the following limitations on BlackBerry and iPhones:

• BlackBerry does not allow its delivered applications to override the default application for attachments. Currently, the BlackBerry email application opens the HTML attachment as a text document. If the user is using a 3rd party email application, then the HTML displays properly.

• Currently, iPhone OS 3.1 does not support any Email Approval options. You must use a 3rd party application that supports javascript in the email.

Upgrade Framework The Upgrade Data Conversion Analyzer is a new Application Engine (AE) program. For a given upgrade path, the Analyzer gathers a list of AE Sections required for data conversion and stores these in a new repository. Each SQL statement (including SQL Statements within PeopleCode) is then analyzed to derive a list of tables that are manipulated or queried during the execution of the SQL. Once all the SQL is analyzed, the information is used to derive section dependency information which is then saved in the repository.

The Upgrade Data Conversion Runtime is a new Application Engine program. The Runtime uses the information generated by the Upgrade Data Conversion Analyzer to improve the execution of the data conversion. Optimization is achieved through increased parallelism at runtime. Execution timing data is written to the repository, and can be used for analysis and further optimization of subsequent runtimes.



Enhanced Product Information PeopleSoft continues to enhance the user’s experience with our products by improving the quality and ease of access to vital information.

Note. The links provided in this section may change over time. If a link does not take you to the correct location, oracle.com should produce a more current link.

New Information Portal The PeopleSoft Enterprise Information Portal provides customers with a single entry point to locate the documentation, training, and other useful information they need to help with their implementation process and to improve their daily experience with our products.

PeopleSoft Enterprise offers many information solutions to help our customers succeed. By using our popular PeopleSoft Enterprise Information Solution data sheets, customers can easily access information and links to PeopleBooks, Documentation Updates, Instructor-Led Training, Online Classes, User Productivity Kits (UPK), Self Study CDs, Certification Programs, and other helpful information.

PeopleBook Improvements We made several enhancements to the PeopleBook documentation in the areas of content breadth, organization, and usability.

• Hosted PeopleBooks. Starting with this release, our new Hosted PeopleBook solution allows you the option to access your context-sensitive PeopleBook help directly from our hosted server. We will update the hosted documentation on a regularly scheduled basis to ensure that you have access to the most current documentation. This solution reduces the need to view separate maintenance documentation postings on MetaLink 3 since we will incorporate that documentation into the hosted PeopleBooks content. We also will offer updated installable HTML PeopleBook Libraries for those who prefer to have the documentation installed on their local server. We will post updated PDF versions of PeopleBooks to OTN based on the content update schedule. The hosted and updated installable PeopleBooks will be available in English only. Translated PeopleBooks will be offered in their original GA state via ePD.

• Installed PeopleBook Organization. You’ll notice a big change as soon as you install PeopleBooks. We now deliver PeopleBooks logically grouped by product line and functional area so that books are easier to find when you access them online.

• Improved Application Page Navigation Documentation. Navigation to an application page now appears wherever a page is defined in our documentation. In addition to the navigation being listed in the Page Introduction Table, the navigation will be listed at each location in the PeopleBook where the application page is discussed in detail. This improvement eliminates the need for customers to look elsewhere in the book for the page navigation.

• More Examples. Throughout our documentation, we added real life examples of application setup or business process tasks to help customers envision the documentation in our


http://www.oracle.com/applications/peoplesoft-information-portal.html


PeopleBooks. When an example is more extensive or does not easily fit into a suitable section of the documentation, we may also include a Scenarios appendix that contains standalone examples of how our products are best implemented and used.

• Helpful Hints. Sometimes a useful bit of information or troubleshooting advice can make a big difference in how easily a product is set up or used. In certain situations, we include such information in a Note or Warning within the documentation itself. If the information is too lengthy to include in a Note or Warning, we may include it in a Helpful Hints appendix.

• Enhanced Cross-References. Using a new formatting capability within our PeopleBook authoring tool, we can now insert a useful cross-reference link within standard paragraph text. This functionality locates appropriate cross-references closer to the documentation to which they apply, making them far more useful to our customers.

Researching PeopleBooks We created a free, short, online course titled Researching in PeopleBooks that gives our customers:

• A better understanding of our documentation structure and organization.

• Techniques for finding information more quickly and more easily using search functionality, best practice search strategies, and indexes.

Take this brief course to help you more quickly find the information you need in PeopleBooks.

User Productivity Kit The User Productivity Kit (User Productivity Kit [UPK] Developer and content) is the PeopleSoft end-user training solution that provides a single-source development and customization tool to enable rapid content creation and customization. UPK also may provide system process documentation, user acceptance test scripts, training materials, role-based performance support, and documentation.

For this release, we broadened our UPK footprint with more UPK content offerings than ever before. Leverage this powerful end-user training solution to improve your organization’s productivity in a highly cost-effective manner.

Conclusion Today’s business environment calls for Learning Management to be integrated throughout all Talent Management processes. Organizations must be able to provide effective, useful learning programs to maximize their workforce’s capability. Concurrently, they must maintain regulatory compliance, control costs, and have access to business performance metrics that demonstrate a clear return on investment.

PeopleSoft ELM 9.1 is designed to meet customer needs, to demonstrate industry best practices, and to implement thought leadership recommendations. ELM 9.1 is a testament to Oracle’s commitment to Applications Unlimited, the customer base, and its own leadership in the HCM arena.


http://oukc.oracle.com/static05/opn/peoplesoft/Researching_in_PeopleBooks/Researching_in_PeopleBooks/index.htm

http://www.oracle.com/goto/upk/user-productivity-kit.html

http://www.oracle.com/applications/tutor/upk_collateral.html


This document is intended to give you early information about the major areas of enhancement to the PeopleSoft ELM application. These enhancements represent a significant investment by Oracle to both our customers and the industry, and they show that we are serious about the importance of Learning Management to the organization and are committed to retaining our leadership in this area. We believe that PeopleSoft ELM 9.1 is a compelling release for our customers, and we look forward to your success as you implement this major release.

Oracle PeopleSoft Enterprise Learning Management 9.1 Release Notes October 2009 Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores, CA 94065 U.S.A. Worldwide Inquiries: Phone: +1.650.506.7000 Fax: +1.650.506.7200 oracle.com Copyright © 2009, Oracle. All rights reserved. This document is provided for information purposes only and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle, JD Edwards, and PeopleSoft, are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.


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