A Complete Guide to SuccessFactors LMS New Admin UI Navigation Changes

[nageshpolu]

Hi there! I hope everyone is doing well!

SuccessFactors has rolled out its new and enhanced LMS admin interface (UI) replacing their existing LMS admin interface in the first 2020 release. I couldn't stop myself, started working on the new interface, while working on the new UI, I have observed a lot of  navigation changes when compared to legacy. To make my life easier, I decided to document all the changes - a complete guide of navigation changes, then, while documenting, I thought If I can come up with a blog kind off, could help everyone out there who started working on the new admin interface.

Aforestated, this blog post will cover entire navigation changes, you can simply call it as a complete guide. I haven’t included the ones which are stand still compared to old UI (but included those which have new terminology)

Lets start with learning menu navigation changes:

• Learning Navigation Changes:

Current Menu	Menu Location Change
Learning> Tools> Required dates editor	Manage User Learning > Edit Required Dates
Learning> Classes	Learning Activities > Classes
Learning> Questionnaire surveys	Content > Surveys
Learning> Content network	Content > Open Content Network
Learning> Tasks	Content > Tasks
Learning> Tools> Activate/Deactivate content network	Content > Activate/Deactivate OCN Courses
Learning> Instructors	People > Instructors
Learning> Tools> Close scheduled offering (Classes)	Access point removed
Learning> Tools> Cancel scheduled offering (Classes)	Access point removed
Learning> Tools> Curriculum scheduling	Access point removed
Learning> Tools> Registration assistant	Access point removed   (An administrator can register a learner into a class from the class entity)
Learning> Tools> Scheduled Offering Notification	Access point removed

The current tools menu that was existing under the main menus Users, Learning, Content, and System Administrator have been organized under appropriate primary menus to provide an organized menu structure.

• User (People) Menu Navigation Changes:

Current Menu	Menu Location Change	Terminology Change	New Terminology
Users	No Change	Yes	People
Users> Assignment profile	Relocated within Manage User Learning	No Change
Users> Job codes	Relocated within References > People Management	No Change
Users> Regions	Relocated within References > Geography	No Change
Users> Tools> Record learning - financial	Relocated within Manage User Learning	Yes	Manage User Learning> Add Learning History with Finance
Users> Tools> Record learning - multiple	Relocated within Manage User Learning	Yes	Manage User Learning> Add Learning History for Multiple Courses
Users> Tools> Learning event editor	Relocated within Manage User Learning	Yes	Manage User Learning> Edit Learning History
Users> Tools> Merge users	Relocated within People	No Change	People> Merge Users
Users> Tools> Send notifications	Relocated within Manage User Learning	Yes	Manage User Learning> Send Email Notifications
Users> Tools> Supervisor assistant	Relocated within People	Yes	People > Change Assigned Manager
Users> Tools> User needs management	Relocated within Manage User Learning	Yes	Manage User Learning> Manage Assignments
Users> Tools> External requests	Relocated within Manage User Learning	Yes	Manage User Learning> Create External Learning Requests
Users> Account requests	No Change	Yes	People> User Account Request
Users> Tools> Recommend external links	Relocated within Manage User Learning	No Change
Users> Tools> Assign task observers	Relocated within Manage User Learning	No Change

Data like Positions, will have to be migrated from Human Experience Management Platform. Customer using Organization groups can create a custom field to manage grouping. Job Families tab is also now deprecated, customers have been recommended to use platform job profile builder functionality.

• Content Menu Navigation Changes:

Current Menu	Menu Location Change	Terminology Change	New Terminology
Content> Questions	No Change	Yes	Content> Questions (Legacy)
Content> Exam Objects	No Change	Yes	Content> Exam Objects (Legacy)
Content> Tools> Import content	Relocated within Content	No Change
Content> Tools> Question import/export	Relocated within Content	No Change
Content> Tools> Printed Exam Templates	Relocated within Content	Yes	Content> Printed Exam Templates (Legacy)
Content> Documents	No Change	Yes	Content> Document Links
Content> Deployment locations	Relocated within System Administration>Configuration	Yes	System Administration> Configuration> Content Deployment Locations

• Commerce Menu Navigation Changes:

Current Menu	Menu Location Change	Terminology Change	New Terminology
Commerce	No Change	Yes	Finance
Commerce> Account codes	Relocated within References> Finance	No Change
Commerce> Unused order tickets	No Change	Yes	Finance> Unused Vouchers
Commerce> Subscriptions	No Change	Yes	Finance> Free of Charge Subscriptions
Commerce> Purchase orders	No Change	Yes	Finance> Prepaid Accounts
Commerce> Tools> Catalog price change	Access point removed	Yes	Within the Course or Class Entity> Libraries
Commerce> Tools> Master inventory price change	Access point removed	Yes	Within the Course or Class Entity> Libraries

Tools like Purchase Assistant & Chargeback Adjustment have been deprecated. An administrator can now purchase on behalf of a learner using proxy mode and administrator can adjust a charge directly via Scheduled Offering> Advanced.

System Admin Menu Navigation Changes:

• Application Administration:

Current Menu	Menu Location Change	Terminology Change	New Terminology
System admin> Application admin	No Change	Yes	System Administration> Application Administration
System admin> Application admin> Admin management	Relocated within System Administration> Security	Yes	System Administration> Security> Administrators
System admin> Application admin> Auto generated IDs	Relocated within System Administration>Configuration	No Change

• Security

Current Menu	Menu Location Change	Terminology Change	New Terminology
System admin> Security> Domains	No Change	Yes	System Administration> Security> Security Domains
System admin> Security> Domain restrictions	No Change	Yes	System Administration> Security> Authorized Security Domains

• Automatic Processes:

Current Menu	Menu Location Change	Terminology Change	New Terminology
System admin> Automatic processes> Assignment profile synchronization	No Change	Yes	System Administration> Automatic processes> Assignment Profile Execute Updates
System admin> Automatic processes> Attachment quota watch notification	No Change	Yes	System Administration > Automatic Processes> Exceeded Attachment Space Email Notification
System admin> Automatic processes> Catalog price update	No Change	yes	System Administration > Automatic Processes> Change Library Price Email Notification
System admin> Automatic processes> Clean up approval process	No Change	Yes	System Administration > Automatic Processes> Restart or Stop Approval Process
System admin> Automatic processes> Clean up background jobs	No Change	Yes	System Administration > Automatic Processes> Purge Past Background Job Results
System admin> Automatic processes> Clean up background reports	No Change	Yes	System Administration > Automatic Processes> Purge Past Background Reports
System admin> Automatic processes> Clean up overdue item evaluation	No Change	Yes	System Administration > Automatic Processes> Purge Overdue Optional Course Evaluations
System admin> Automatic processes> Coupon expiration notification	No Change	Yes	System Administration > Automatic Processes> Coupon Expiration Email Notification
System admin> Automatic processes> Curriculum/Program clean-up	No Change	Yes	System Administration > Automatic Processes> Curriculum/Program Maintenance
System admin> Automatic processes> Evaluation synchronization	No Change	Yes	System Administration > Automatic Processes> Course Evaluation and Follow-Up Surveys Email Notification
System admin> Automatic processes> External verification reminder	No Change	Yes	System Administration > Automatic Processes> External Learning Verification Approval Reminder
System admin> Automatic processes> Jam groups notification	No Change	Yes	System Administration > Automatic Processes> Send Jam Groups Invitation
System admin> Automatic processes> Item request clean-up	No Change	Yes	System Administration > Automatic Processes> Purge Class Requests
System admin> Automatic processes> Item scheduling demand	No Change	Yes	System Administration > Automatic Processes> Class Request Demand Met Email Notification
System admin> Automatic processes> Learning expiration	No Change	Yes	System Administration > Automatic Processes> Learning Expiration Email Notification
System admin> Automatic processes> Learning plan notification	No Change	Yes	System Administration > Automatic Processes> Learning Plan Email Notification
System admin> Automatic processes> Purchase order low balance notification	No Change	Yes	System Administration > Automatic Processes> Prepaid Account Low Balance Email Notification
System admin> Automatic processes> Purge expired catalog contents	No Change	Yes	System Administration > Automatic Processes> Purge Expired Library Items
System admin> Automatic processes> Reset online item	No Change	Yes	System Administration > Automatic Processes> Reset Online Course Progress
System admin> Automatic processes> VLS attendance processing	No Change	Yes	System Administration > Automatic Processes> Process VLS Attendance
System admin> Automatic processes> Waitlist to request list	No Change	Yes	System Administration > Automatic Processes> Move Users from Waitlist to Request List
System admin> Automatic processes> Scheduled offering delivery	No Change	Yes	System Administration > Automatic Processes> Upcoming Class Reminder Email Notification
System admin> Automatic processes> Subscription expiration notification	No Change	Yes	System Administration > Automatic Processes> Free-of-Charge Subscription Expiration Email Notification
System admin> Automatic processes> User requested scheduled offering notification	No Change	Yes	System Administration > Automatic Processes> Requested Class Availability Email Notification
System admin> Automatic processes> Program enrollment/withdrawal	No Change	Yes	System Administration > Automatic Processes> Program VLS Enrollment/Withdrawal
System admin> Automatic processes> Set Account Request Approval Process	No Change	Yes	System Administration > Automatic processes> Set User Account Request Approval Process
System admin> Automatic processes> User-created account reminder	No Change	Yes	System Administration > Automatic processes> User-Created Account Approval Reminder
System admin> Automatic processes> Employee enrollment digest	No Change	Yes	System Administration > Automatic processes> Manager Email Notifications for Enrollment Digest

• Connectors:

Current Menu	Menu Location Change	Terminology Change	New Terminology
System admin> Connectors> Admin connector	No Change	Yes	System Admin> Connectors > Administrator Connector
System admin> Connectors> Domain connector	No Change	Yes	System Admin> Connectors > Security Domain Connector
System admin> Connectors> Scheduled offering connector	No Change	Yes	System Admin> Connectors > Class Connector

• Configuration:

Current Menu	Menu Location Change	Terminology Change	New Terminology
System admin> Configuration> Certificate templates	No Change	Yes	System Administration > Configuration> Certificate of Completion Templates
System admin> Configuration> Connector settings	Relocated within System Administration> Connectors	No Change
System admin> Configuration> Easy links	Relocated within System Administration > Application Administration	No Change
System admin> Configuration> External request	No Change	Yes	System Administration > Configuration> External Learning Request
System admin> Configuration> Global variables	No Change	Yes	System Administration > Configuration> Global Application Settings
System admin> Configuration> Landing page settings	Relocated within System Administration > Application Administration	No Change
System admin> Configuration> Images	Relocated within System Administration > Application Administration	No Change
System admin> Configuration> Notification syntax	Relocated within System Administration >Manage Email Notifications	Yes	System Administration > Manage Email Notifications >Email Notification Tags
System admin> Configuration> Notification templates	Relocated within System Administration >Manage Email Notifications	Yes	System Administration > Manage Email Notifications >Email Notification Templates
System admin> Configuration> Record configuration	No Change	Yes	System Administration > Configuration> Entity configuration
System admin> Configuration> Registration settings	Relocated within System Administration > Application Administration	No Change
System admin> Configuration> User password	Relocated within System Administration > Security	Yes	System Administration > Security > User Password Settings
System admin> Configuration> User settings	Relocated within System Administration > Application Administration	No Change
System admin> Configuration> Consent statements	Relocated within System Administration > Application Administration	No Change
System admin> Configuration> User-created account	Relocated within System Administration > Application Administration	No Change

Quick Links, currently on the learning application homepage will not be available in the new administrator interface. Hence, quick links configuration has been removed. Field and tab order will be set based on best practices which will apply to all administrator users.

• Custom Columns (Custom Fields):

Current Menu	Menu Location Change	Terminology Change	New Terminology
System admin> Custom columns	No Change	Yes	System Administration > Custom Fields
System admin> Custom columns> Class	No Change	Yes	System Administration > Custom Fields > Cohort
System admin> Custom columns> Scheduled offering	No Change	Yes	System Administration > Custom Fields > Class

• Tools (System Management Tools):

Current Menu	Menu Location Change	Terminology Change	New Terminology
System admin> Tools	No Change	Yes	System Administration > System Management Tools
System admin> Tools> Admin password	Relocated within System Administration > Security	Yes	System Administration > Security > Expire All Administrator Passwords
System admin> Tools> Direct link	No Change	Yes	System Administration > System Management Tools> Generate Direct Link
System admin> Tools> Label import/export	Relocated within References > Manage Labels	No Change
System admin> Tools> AICC import	No Change	Yes	System Administration > System Management Tools> AICC Import (Legacy)
System admin> Tools> Legacy SCORM import	No Change	Yes	System Administration > System Management Tools> SCORM Import (Legacy)
System admin> Tools> Download connector template	Relocated within System Administration > Connectors	No Change
System admin> Tools> Manage unsent emails	Relocated within System Administration >Manage Email Notifications	No Change

Hope, this new admin UI navigation guide helps you in better understanding. Also please go thru the below links which are really helpful. I always recommend all the consultants to join the partner community which has all the latest stuff posted either by consultants or SuccessFactors.

Please stay safe and stay home!

Important Links:

• https://community.successfactors.com/t5/Learning-Resources-Blog/Value-Series-7-0-Learning-Administra...


• https://apps.support.sap.com/sap/support/knowledge/public/en/2908461