create course group

8/2/2019 Create Course Group

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1.1.1 Create Course Group

In this step, you create course groups. You can use course groups to create a hierarchical course offering.

Course types are assigned to course groups. You maintain this relationship when you carry out the step Create

Course Type

Example

Course group (level 1):Language

Courses

Course group (level 2):

English

Cours

es

Course types: Beginners English, English II

The data that you enter for course groups affects the following information:

General Description:

The text you store here can be issued in the course brochure (report RHKBRO00).

Relationship - "belongs to course group":

Here you can assign the higher-level course group to a course group. The course group hierarchy is always

created from the top down.

Info Course Group:

In this infotype you can classify a course group as "subject area" that can be selected on the search screen

of the Employee Self-Service Training Center (PVI7) when searching for courses (i.e. you can use this

infotype to select course groups as search criteria).

Create Course Type

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:

o Maximum completion time

o Minimum completion time

o Optimum completion time

o Licensing period specification

The course is only available in the period entered here.



o 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 pri ce 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:

o Bookings: the total capacity (course and room capacity) defines the borderlines between normal,

essential, and waiting list bookings.

o Resource selection: the system uses the capacity specified for the course when proposing suitableresources for the course. It assigns a suitability value to resources based on this. The closer thecapacity 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.

o Price proposal: when determining a price proposal for a course type, the system uses the optimumcapacity 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.

o No integration: You select this indicator to deactivate integration with Time Management so thatno attendance records are written to PT for participants or instructors and no availability checks areperformed.

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

o Minimum percentage (for participants): You use this option to specify a minimum percentageparticipation required in a course. The percentage you enter is the minimum time a participant mustbe present at a course to prevent the booking being considered invalid and automatically canceledas a consequence.

The value you enter here overrides the setting for this course type made in the SEMIN TIMEP entryin 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:

o "Belongs to course group":



Here you specify the higher level course group.

o "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 ).

o "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.

o "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.

o "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.

o "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.

o "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.

o "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.

o "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.

o "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'.

o "Cost center assignment":

Here you relate a cost center with the master cost center (for accounting purposes for the cost

items of a course).

o "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:

o 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.

o 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.

o 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.

o 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.

o 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.

Specify Participant Type Control Options

Use

These parameters determine what participant types appear onscreen for the functions prebook, book, rebook,

replace, and cancel. These settings also control the order in which participant types are offered for editing.

You can specify a maximum of 6 participant types under Sort in the number range 01 to 06.

Note

The sort sequence function only lets you specify the display sequence, it does not enable you to hide

certain participant types.

On the Detail screen, you enter the following data for the participant types:

Individual participant: You can set this indicator for participant types that do not belong to a group.

Relevant for Internet: This setting determines, for example, whether the participant type is included duringuser maintenance for Internet applications.

Organizational assignment: Here you specify the evaluation path used to determine a participant'sorganizational assignment. For example, the organizational assignment of a participant of the type 'Person'is determined via the job (evaluation path P-S-O), and for a participant of the type 'External Person' viarelationship A003 ("belongs to").

Function module - organizational assignment: Instead of specifying an evaluation path, you can specify afunction module used to determine organizational assignment data for a participant.

Billing and allocation information:

o You specify the settlement type (billing, activity allocation, or free of charge) used to settle costsfor the participant type. This settlement type is proposed as default when you use the function'Book with Fee' for a participant of this type.



o Cost center assignment of the participant type. This data is required for activity allocation ofparticipation fees. The value you enter here is also proposed as default.

o Function module - cost center assignment: Instead of specifying a cost center, you can specifya function module used to determine the cost center assignment of a participant.

Note

These two settings are required for internal activity allocation of participation and cancellation fees.

Some important Time Management infotypes:

Absences 2001

Attendance 2002

Overtime 2005

Absence Quotas 2006

Attendance Quotas 2007

Time Events 2011

Important Time Transactions

PA51: Display time data PA53: Display time data PA61: Maint. Time data PA62: List entry for additional data PA63: Maint. time data PA64: Calendar entry

Managing Time Accounts Using Attendance/Absence Quotas

In this section, you make the settings for controlling the processing of absence and attendance

quotas.

Time quotas (time off entitlements and attendance approvals) can be grouped or refined

according to the following factors:

Employee subgroups for time quotas (type of employee)

Personnel subareas for time quotas (where is the employee assigned?)

If you use time evaluation: Personnel subareas for time recording (time type

determination)

For generating absence quotas: quota type selection rule group (which conditions and

rules apply when absence quotas are generated)

An Attendance quota specifies a limited period in which an employee has approval for certain

activities. It is dependent on an attendance quota type.

Typical uses for attendance quotas:

Employee-specific approval for working overtime

Situations in which the employee is not physically in the company, but is still carrying out

company duties, for example, educational leave or business trip

Special approvals for working hours that exceed the maximum permitted working hours

for one day



Attendance approvals are deducted when attendances are recorded or during time

evaluation.

A variety of methods and procedures are available for accruing, deducting and valuating

absence quotas. For further information, see the online documentation under Quotas.

create course group

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