Defining activities

  1. Select Learning and Development > Catalog > Activities And Sessions.
  2. Click Create. To copy and modify an activity right-click the activity and select Copy Activity.
  3. Specify this information:
    Activity ID
    Specify the activity ID.
    Activity
    Specify activity name.
    Description

    Specify the activity description.

    Type

    Select the activity type.

    Effective Date
    Specify the effective date for the activity.
    Active

    Turn the Active switch on to make the activity active. Inactive activities are not shown in lists.

  4. Click Submit.
  5. On the Details tab, specify this information:
    Category

    Select the activity category.

    Focus

    Select the activity focus.

    Difficulty Level
    Select difficulty level.
    Available For Enrollment To All Employees
    Select this option to make the activity eligible for all employees.
    Available For Enrollment To External Learners
    Select this option to make the activity available for external learners in addition to other employees.

    See External learners and activities.

    Enable Learners To Mark Their Activity As Complete
    Select this option to enable employees to mark their own activities complete instead of enabling only learning administrators to mark activities as complete. You can also enable bulk enablement of the feature.

    See Mass actions.

    Delivery Type

    Select the activity delivery type

    Exclude from Catalog

    Move the slider to exclude the activity from the catalog.

    Certificate Template
    Select the certificate template.
    Delivery Method

    Select the activity delivery method.

    Provider
    Specify the activity provider.
    Provider Source
    Specify whether the source of the activity is Internal or External.
    Desktop, Mobile, Tablet
    Select all applicable display types.
    Contact Person
    Select the activity contact person.
    Duration
    Specify activity duration
    Duration Units
    Select the duration unit type.
    Use Sessions For This Activity

    Select this option if sessions are used.

    Session Frequency

    Select the frequency per year that the activity is offered.

    Enable Notifications
    Move the slider to enable notifications and select whether to send all notification or only activity-specific notifications.
    Notification Level
    Select if you want all notifications to be sent or only the activity-specific notifications.
    Require Approval
    If approval is required, then turn on the Require Approval switch to enable the approval requirement and specify the number of days before the approval request expires.
    Approver
    Specify the approver for the activity.

    If you select Manager and Learning Administrator, both the manager and the learning administrator must approve the request. If either of them rejects the approval, the request is rejected.

    This option is available only when the Require Approval switch is on.

    Skip Finalize Action
    Select this option if to ignore a finalizing action. Activity status is automatically changed to Complete when the employee completes the activity.
    Allow Re-take On Demand
    Select this option to enable employees to re-enroll in activities that they have completed.
    Days Before Waive Request Expires
    Specify the number of days before the waive request expires.
    Summary

    Specify the activity summary.

    Requirement
    Specify activity requirements.
    Audience
    Specify the intended audience.
    Objectives
    Specify activity objectives.
    Expected Result

    Specify information on the results of the activity. You can specify the resulting competency, skill, or credential on the Outcomes tab of the activity after you save this activity.

    Meeting Details
    Specify the details for online meetings.
    Search Tags
    Specify the search tags that can be used to locate this when searching for activities.
    IMS ID
    Specify the IMS ID
    Media Code
    Specify the media code.
    E-Learning URL
    If the activity is online, then specify the URL of the website where the learning is provided.
    Content Preview Video
    Select the video file for content preview.
    Total Hours
    Specify the total number of activity hours.
  6. Click Save.