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HR_LSO_M1C3A5 - Create Course Type

HR_LSO_M1C3A5 - Create Course Type

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In this step, you create course types. A course type is a general description of a course.

Course groups, types, and courses together make up the course offering.

The data you store for the course type is proposed as default values when you create or plan course types. You may overwrite these proposals.

When you create a new course type, you can use an existing one as a reference to copy from. Here, too, you may overwrite the default values that are proposed.

You can maintain the following infotypes for course types:

  • Delivery Method
This infotype specifies the delivery method used to impart or deliver the course type (e.g. classroom training, Web-based training, virtual classroom).
The attributes of the delivery method can, for example, tell you whether the course is location-dependent and/or time-dependent.
Other infotypes must be maintained in connection with the delivery method.
Example
If you choose the delivery methods Web-based training or online test, you have to maintain the infotypes Course Content (5006) and Completion Specifications (5008). You do not have to maintain these infotypes for course types with the delivery method classroom training.
On the initial screen Create Course Type, select the delivery method. If you select a course type that does not require maintenance of infotype 5006, this infotype is not offered for editing on the data screen.
Notes
The delivery method Curriculum is not offered for editing course types. When you create curriculum types to which the delivery method Curriculum is automatically assigned, there is a separate transaction available. For more information on this, refer to the documentation of the Customizing activity Create Curriculum Type (in the Implementation Guide for Training Management under Course Preparation).
For more information on delivery methods see Define Delivery Methods.
  • Course content (only for delivery methods Web-Based Training and online test)
You use this infotype to create a link between the course type and the documents from the course content repository.
  • Completion Specifications (only for the delivery methods Web-Based Training and Online Test)
In this infotype you enter the time specifications for location-independent delivery methods (for example, WBT).
Possible entries:
  • Maximum completion time

  • Minimum completion time

  • Optimum completion time

  • Licensing period specification

The course is only available in the period entered here.
  • Last availability date

In addition, you can specify options for follow-up processing of courses of this type (this overrides the general settings made in Customizing for Training Management under Recurring Activities -> Follow-Up Processing -> Define Learning Progress Control for this course type).
  • Description
This infotype consists of the subtypes extended course type text, course content, and notes. The texts you store here can be included in the course brochure.
  • Prices
In this infotype you can store an internal and an external price for the course type.
The internal price is used for internal activity allocation purposes, while the external price is used for billing purposes.
You can determine a price proposal for a course by choosing Proposal. This requires that you have already maintained the following data: internal currency costs, capacity, and time schedule. If you want to use the price proposal function, you must first maintain the above-mentioned data and then the Prices infotype (1021).
  • Main schedule pattern
In this infotype you create a subtype of the Schedule Model infotype that defines the time schedule of a course type. You have the option of creating a schedule with pattern (in the step Define Time Schedule), a schedule without a pattern, or a user-defined schedule.
  • Capacity
In this infotype you can store a minimum, optimum, and a maximum number of participants for the course type. The capacity that is specified for a course type is used in the first instance as a default value for the capacity (number of participants) that is specified for a course. The total capacity is determined from the course capacity and the room capacity. The Capacity infotype (1024) plays a role in the following functions:
  • Bookings: the total capacity (course and room capacity) defines the borderlines between normal, essential, and waiting list bookings.

  • Resource selection: the system uses the capacity specified for the course when proposing suitable resources for the course. It assigns a suitability value to resources based on this. The closer the capacity of the resource is to the course capacity, the better suited the resource is for the course, and the higher the suitability value assigned to the resource as a result.

  • Price proposal: when determining a price proposal for a course type, the system uses the optimum capacity defined.

Note
The capacity stored for the course type is automatically read if no capacity is stored for the course itself.
  • Course type info
In this infotype you can specify whether the course type is a convention.
In addition, you can specify whether the course type is to be included in the brochure. When you create the course brochure, you have the option of including only selected course types in it. You make this specification when you set this indicator for the course type.
The No Intranet indicator lets you specify that a course type is not published in the Learning Portal of the SAP Learning Solution.
In this infotype, you also make specifications for internal participants and instructors with respect to the Time Management component.
  • No integration: You select this indicator to deactivate integration with Time Management so that no attendance records are written to PT for participants or instructors and no availability checks are performed.

  • Allowed in time off: You select this indicator to allow a person to be booked as participant or instructor regardless of whether time off records exist for the person in PT.

  • Minimum percentage (for participants): You use this option to specify a minimum percentage participation required in a course. The percentage you enter is the minimum time a participant must be present at a course to prevent the booking being considered invalid and automatically canceled as a consequence.

The value you enter here overrides the setting for this course type made in the SEMIN TIMEP entry in Specify Attendance Types.
Note
The Time Management settings (No integration, Allowed in time off and minimum percentage), which you can specify here, are only displayed when integration with PT is active.
  • Validity period (Depreciation meter/Validity infotype 1025)
In this infotype you can specify the period of time during which participation of a course is valid as a prerequisite for participation of a follow-up course.
  • Relationships
In Training Management, information and attributes of objects are stored in infotypes and relationships. You can store the following relationships for course types in the Relationships infotype:
  • "Belongs to course group":

Here you specify the higher level course group.
  • "Requires resource type":

Here you specify the resource types that are needed to carry out a course of this type.
Caution!
You must maintain this relationship if you want to use resources in Training Management.
If you want to use the resource types Instructor and Material, you must also maintain the following relationships:
"Is held by" (for the resource type Instructor) and "uses for participant/course material" (for the resource type Material).
  • "Is held by person"/"... user"/"... external person"/ "... contact person":

You specify the instructor(s) to be proposed for the course type as a rule here.
  • "Imparts qualification":

Here you specify the qualification attained by attending a course of this type. This relationship is used for the check the system carries out for participation prerequisites and when transferring qualifications to participants during follow-up processing. This information is stored in the Procedure infotype, which you also maintain for the course type.
  • "Has prerequisite course type":

Here you specify the course type that is specified as a prerequisite for participation. In the Procedure infotype and under Participant Checks you can specify whether a check is carried out for this prerequisite during booking transactions.
  • "Has prerequisite qualification":

Here you specify the qualification that is specified as a prerequisite for participation. In the Procedure infotype, and under Participant Checks you can specify whether a check is carried out for this prerequisite during booking.
  • "Is planned for job":

This relationship lets you define the target group (represented by the object type 'Job') of a course type. Target group information can be included in the course brochure.
  • "Is organized by organizational unit"/"... company":

Here you specify the training provider. The information stored here as to whether the training provider is internal (organizational unit) or external (company) is used for billing and activity allocation purposes and for the Correspondence function.
  • "Uses material (for participant)":

Here you specify the material that is required per participant. You specify object types, not concrete materials. For example, you can specify that the course type requires the material type 'Course book' per participant.
  • "Uses material (for course)":

Here you specify the material that is required per course. For example, you can specify that the course type requires the material type 'overhead projector'.
  • "Cost center assignment":

Here you relate a cost center with the master cost center (for accounting purposes for the cost items of a course).
  • "Has participant appraisal model"/ "has course appraisal model".

You can specify what forms of appraisal you want to use for courses of this type as participant appraisals and as course appraisals. The entries you make here override the settings made under Set Up Control Parameters.
  • Further information
On this tab strip, you can maintain the following infotypes for the course type:
  • Course demand

Here you can specify the demand that exists for courses of this type per quarter, per location, and per language.
However, we recommend that you determine demand in the dynamic Planning menu instead.
  • Billing/Allocation Info

Here, you assign course types to sales areas. You need sales areas when you carry out billing for courses. You also specify the controlling area and the activity type for internal activity allocation.
  • Costs

Here you assign costs to course types. The costs are subdivided into cost items. Before you can maintain the Costs infotype, you must carry out the step Define Cost Items.
  • Procedure

In this infotype you determine how the system should react in the case of checks for double bookings, double prebookings, participation prerequisites and qualifications. In addition, you specify what follow-up actions are to be executed during follow-up processing.
When you create the Procedure infotype for a course type, you override the general settings you made for course types in the steps Participation Checks and Control Data.
  • Knowledge Link

This infotype allows you to link up with SAP's info database from the Training Management application component. For example, you can create a link between a course type and the training materials used to teach it.
  1. On the initial screen, enter the following data:
  • If you are using external number assignment, enter a number in the course type field for the object you want to create. In the Validity field, enter the validity start date of the object.

  • If you are using internal number assignment, just enter the validity start date of the object and choose Create.

The dialog box Delivery Method appears.
  1. Select the required delivery method and choose Transfer. The Course type: Data Screen appears.
  2. Enter a short and a long text for the course type.
  3. Enter data for the course type on the data screen as required. Do so by maintaining the relevant infotypes via the tab strips.
  4. Save your entries.

Once you have created the first object or if an object already exists in the system, you can use this as a reference to copy from. To do so, enter the ID of the course type from which you want to copy in the Course type field in the 'Copy from' box. All of the data of this object is proposed on the data screen. You may overwrite this data as required.

The settings you made in the step Maintain actions affect data maintenance for course types since this step contains specifications as to what infotypes you can maintain for course types.






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This documentation is copyright by SAP AG.

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