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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.

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