Product Information
Learning Admin Interface in SuccessFactors – Journey of change and our readiness – Part 2
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.
Hi,
Thank you for the blog. Its very interesting to see the new UI.
Can you share the pictures in a higher quality?
You can refer to the link below for better images:
https://community.successfactors.com/t5/Product-Updates-Blog/SAP-SuccessFactors-Q2-2019-Product-Updates/bc-p/229844#M1081
Check out the -Q2 2019 Learning Progress Webinar.pdf 2261 KB