Learning Admin Interface in SuccessFactors - Journey of change and our readiness - Part 2

[rshukla]

In my 1st blog post of this blog series I mentioned about  the flash sections , milestones SAP is targeting to achieve and a high level of terminology changes. In the 2nd part, I will try to deep dive on the impact of the changes and will be focusing on following topics:

1. Pre-requisites for the new UI & Main Menu

2.Deep dive on terminology changes and their impact on user side (if any)

3. Workspace Area & Entity Manager

4.Common Components across all entities.

Any SuccessFactor's user must have a platform role with Learning Admin Permission in order to access the new UI enabled Admin Home Page as a pre-requisite. The learning Admin tile will be available on the Platform Home page and will be accessible by RBP : Manage Learning > Learning Admin Access Permission, set within the platform.

The terminology changes that will be introduced in the new UI will bring in more clarity, consistency and alignment across the SuccessFactors Suite and the Main menu on the Admin interface would look like below and this navigation will be referred to in all below sections:



On the Main Menu, there are 10 focus Areas to be considered for terminology update:

LMS Area

Content

Item

Finance

General

Learning Activities

Library

People

Role

System Admin

User

Lets look at the below table which calls out the terminology changes on the Main Navigation and if user side is impacted:

1.Content

LMS Area	Current Term	New Term	User Side Impact
Content	Document	Document Links	Yes, currently it is Attached Documents
Content	Content Network	Open Content Network	No
Content	Follow-Up Evaluation: Application of Learning	Follow-Up Survey	Yes, currently it is called Survey
Content	Item Evaluation: User Satisfaction	Course Evaluation	No
Content	Questionnaire Survey	Survey	No

2.Finance

LMS Area	Current Term	New Term	User Side Impact
Finance	Order ticket	Voucher	Yes
Finance	Subscription	Free of Charge Subscription	No

3.General

LMS Area	Current Term	New Term	User Side Impact
General	Notification	Email Notification	No
General	Subordinate	Direct Report	No

4.Item

LMS Area	Current Term	New Term	User Side Impact
Item	Blended course	Instructor-Led with Online Content	Yes, currently it is called Instructor-Led and Online Course
Item	Length	Duration	Yes
Item	Thumbnail File	Image	No
Item	Learning Event	History Record	Yes

5.Learning Activities

LMS Area	Current Term	New Term	User Side Impact
Learning Activities	Requirements	Curriculum Requirements	Yes
Learning Activities	Group Instances	Class Groups	No
Learning Activities	Scheduled Offering	Class	Yes
Learning Activities	Slots Reserved	Reserved Seats	No
Learning Activities	Schedule Block	Resource Block	Yes

6.Library

LMS Area	Current Term	New Term	User Side Impact
Library	Catalog	Library	Yes
Library	Subject Area	Category	Yes, currently it is Topics

7.People

LMS Area	Current Term	New Term	User Side Impact
People	Classes	Cohorts	No
People	Group	User Group	No

8.Role

LMS Area	Current Term	New Term	User Side Impact
Role	Alternate Supervisor	Alternate Manager	Yes
Role	Supervisor	Manager	Yes

9.System Admin

LMS Area	Current Term	New Term	User Side Impact
System Admin	Custom Columns	Custom Fields	No
System Admin	Deployment locations	Content Deployment Locations	No
System Admin	Domains	Security Domains	No
System Admin	Global variables	Global Application Settings	No
System Admin	Record	Entity	No
System Admin	Subdomains	Security Subdomains	No
System Admin	Time Slots	Time frames	No
System Admin	Workflows	Permissions	No

10. User

LMS Area	Current Term	New Term	User Side Impact
User	External Requests	External Learning Requests	Yes

The workspace area located to the right-side of the menu navigation, renders the search functionality, the entity manager, and overall system admin functions which include system configuration, references, and overall administrator management tasks.

The search functionality across all the entities and system functions such as Automatic Processes, Connectors, Background Jobs, Environment, Configurations, including current tools that will be secondary menu options, will remain as currently designed.Entity Manager
The entity manager is the new layout presented when creating, editing, or managing the nine (9) major entities in the system, which are :

• User
• Assignment Profile
• Item
• Class (Scheduled Offering)
• Library (Catalog)
• Curriculum
• Coupons
• Free of Charge Subscriptions (Subscriptions)
• Purchase Order (Prepaid Account)

The entity manager is made-up of three main components: the entity header, the entity tabs, and the Entity Detail Area.

S.No#	Component	Description
1	Entity Header	The Entity Header provides immediate entity information. It contains primary information such as title, description, respective entity status, and additional entity specific information. For example, average rating for items.
2	Header Actions	Depending on the entity and the permissions granted to the administrator, the header actions will display the relevant actions the administrator can take against the entity. For instance, if the entity is a an item, then one of the header actions will display the Assign action.
3	Push-Pin Icon	Located below the Entity Header, on selection it pins the entity header, making it static, so that when the admin scrolls up or down to view the data that is on the entity detail area, the header will remain visible.
4	Caret Arrow Icon	Located next to the Push-Pin icon, on selection it shows or hides a portion of the Entity Header.
5	Entity Tabs	In the current Admin UI, these are all the Related and Related More tabs available from an entity. With the new design, all the related associations pertaining to the entity will be shown in a tab form across the top of the entity detail area. The related associations are each of the actions needed in creating, editing or managing an entity
6	Entity Tabs Overflow Arrows	Scrolls to the end or beginning of related associated tabs by selecting the right or left arrow of the entity tabs, respectively.
7	Entity Tabs Drop-Down	Displays a complete menu of the entity tabs per entity including the summary.
8	Entity Detail Area	The central area where the administrator performs multiple tasks such as create, edit, and manage an entity. It renders specific fields, settings, and functions based on the entity tab that is selected. Provides the administrator with a focused view of the tasks they are completing per each entity tab.
9	Entity Footer	Save and Cancel actions are available for the admin to save the information entered

On accessing an entity, the first entity tab is the default landing tab.



Depending on the entity and the selected entity tab, the data associated is presented in a table format.Example, if we click on libraries (old term - catalog), below screen will get displayed:



Few common legends to be used in New UI are listed below:





This completes the whole highlights on the New Admin Navigation on the Main Menu & the Entity Manager. All SuccessFactors Consultants, please refer the details on the New Main Navigation changes components for considering all change impacts from your end.

In my next post, I will focus on the readiness checklist, few FAQs and functionalities getting removed from the Learning Admin Interface.

Disclaimer : This blog is based on details shared by SAP and any change in direction by SAP will be applicable accordingly.