managing professional development for course organizers
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Managing Professional Development Managing Professional Development for Course Organizersfor Course Organizers
2MPD for Course Organizers – 04/19/23
Have fun and enjoy the opportunity to contribute to SBBC’s future success!
Turn off or silence cell phones and pagers No email messages during class time Keep side discussions to a minimum Do not interrupt the person speaking We will start, break, and end on time Unanswered questions will be placed in the
“Parking Lot” and answers will be distributed later
Welcome and Ground Rules
3MPD for Course Organizers – 04/19/23
Logistics
Before we get started ...
4MPD for Course Organizers – 04/19/23
ConceptsConcepts
SimulationsSimulations
Demo & ExercisesDemo & Exercises
BRITE BRITE
Classroom MaterialsClassroom Materials
(Let Me)(Let Me)
(Tell Me)(Tell Me)
(Show Me)(Show Me)
5MPD for Course Organizers – 04/19/23
Key Terms in SAP 6.0
BRITE Portal A site that functions as a point of access to information on the web. Examples of a portal include Yahoo, BRITE, etc. SAP and ESS will be accessed through the BRITE Portal.
Professional Development
Planned booking, prebooking, rebooking, replace and wait list functions in SAP to register participants. Organizers will be able to create business resources, attach schedules to those resources and Lock/Approve functions in the resources catalog.
Learning Solution (LSO)
SAP LSO is targeting learning scenarios for career growth. Replaces Training & Events Management (TEM) in SAP.
Dynamic Menu The Dynamic Menu provides visibility of all course groups, course types, courses, and course participants. Also gives accessibility to all reporting functions.
Employee Self Service (ESS)
Workplace for employees to view training activity, prebook and book courses, and view personal information.
Professional Development in ESS
Tab in Employee Self Service in which participants may register for courses, prebook in course types, and view inservice record.
6MPD for Course Organizers – 04/19/23
Terminology Crosswalk
Training & Events Management (TEM)
Learning Solution (LSO)
Organizer Training Provider
Business Event Group (BEG) Course Group (Programs)
Business Event Type (BET) Course Type
Business Event (BE) Course
Attendance (Attendee) Participation (Participant)
Future StateFuture StateCurrent StateCurrent State
7MPD for Course Organizers – 04/19/23
Table of Contents
Lesson Page
One: Introduction to Managing Professional Development 9
Two: Course Type Creation 34
Three: Dynamic Course Menu 54
Four: Dynamic Participation Menu 99
Five: Appraisals & Follow Up Procedures (Close-out) 136
Six: Reporting 163
Seven: Non-employee (External) Registration Process 188
Eight: Managing Professional Development in ESS 198
Nine: Summary 218
8MPD for Course Organizers – 04/19/23
Agenda
Lesson
One: Introduction to Managing Professional Development
Two: Course Type Creation
Three: Dynamic Course Menu
Four: Dynamic Participation Menu
Five: Appraisals & Follow Up Procedures (Close-out)
Six: Reporting
Seven: Non-employee (External) Registration Process
Eight: Managing Professional Development in ESS
Nine: Summary
9MPD for Course Organizers – 04/19/23
Introduction to Managing Introduction to Managing Professional DevelopmentProfessional Development
10MPD for Course Organizers – 04/19/23
At the end of this lesson, participants will be able to: Identify how to access SBBC’s Professional
Development information (i.e., Master Inservice Plan)
Recognize the flow of Professional Development management system functions and processes
Log into the BRITE Portal and navigate SAP 6.0 Learning Solution (LSO)
Create Favorites and Dynamic Menu settings
Lesson Objectives
11MPD for Course Organizers – 04/19/23
1. Training Materials
Found in the Training Library in the BRITE Portal, as well as on the ERP website:http://www.broward.k12.fl.us/erp/
2. Master Inservice Plan
Drives Broward County Schools’ Professional Development based on standards from the state
Found in CAB Conference or on the website: http://www.broward.k12.fl.us/hrd/trainersdesigners (Inservice)
MIP Orientation for 2008-2009 will explain specific SBBC processes further
3. Professional Development Forms
Course Application, Credit Adjustment, Independent Study, External Workshop, etc.
Found in the HRD-Inservice CAB Conference.
SBBC Professional Development Information
12MPD for Course Organizers – 04/19/23
Crosswalk
Enter unrelated Course Types District Departments now have aligned Course Types to Programs
HRD contacted for all Course changes
Increased ability of Course owners to modify Course information
Various registration processes – PDSS, ESS, SAP,GSMU
Online self-registration for ALL training participants (internal/external) through ESS
Functionality not used – any prerequisites are manually checked
Prerequisite checks to ensure proper knowledge base for each course, if necessary
Booking will not be blocked – reports can be run to identify any deficiencies
No accountability for not showing up for a course
Notifications sent to supervisors/principals when an employee is a ‘no show’ for a course
External participants not able to fill out appraisals through ESS – hard copies
All participants will submit appraisals through ESS Appraisal reports include all internal and external
participants
Future StateFuture StateCurrent StateCurrent State
13MPD for Course Organizers – 04/19/23
Process Flow for Course Organizers
Start
Display Dynamic
Course Menu to View Course
Type Information
Finish
Create/Maintain Courses
Participants Register in
ESS
Gather Completed
Sign-in Sheets from Course
Delivery
Maintain Rosters& Check
Appraisals
Follow Up (Close out
Course)
Print & File Reports
14MPD for Course Organizers – 04/19/23
Logging into the BRITE Portal
User Login ID
Entry format = P00012345
9 characters (total) starting with the letter P
Personnel Number 12345
If personnel number is less than
8 digits, then leading zero(s)
should be added to it
Password (first time users only)
Entry format= ja021956
mm = first 2 letters of birth month (ja)
dd = 2-digit birth day (02)
yyyy = 4-digit year of birth (1956)
Case sensitive, so make sure the month letters are lowercase
15MPD for Course Organizers – 04/19/23
Navigating the BRITE Portal
After entering the User ID and Password, click Log on to access the
BRITE portal
16MPD for Course Organizers – 04/19/23
Navigating the BRITE Portal
Click here to access SAP
17MPD for Course Organizers – 04/19/23
Navigating the BRITE Portal
Click here to enter SAP Easy Access Menu
18MPD for Course Organizers – 04/19/23
Navigating SAP Learning Solution (LSO)
Click to expand the SAP Learning Solution menu
19MPD for Course Organizers – 04/19/23
Navigating SAP Learning Solution (LSO)
Note the menus in SAP LSO
20MPD for Course Organizers – 04/19/23
Favorites in SAP
You can set up links to commonly used transactions in the Favorites folder.
21MPD for Course Organizers – 04/19/23
Creating a Favorite in SAP
Select the transaction from the SAP menu
Click Menu Favorites Add
22MPD for Course Organizers – 04/19/23
Changing the Name of a Favorite in SAP
Select the transaction to rename, and then click Menu Favorites Change.
Enter the name change, and then click the Green Check icon.
Name has been changed in Favorites.
23MPD for Course Organizers – 04/19/23
Displaying Technical Names for Transactions
Click Menu Extras Settings:
Select Display technical names
Click the Green Check icon
Click the Green Check
icon to continue
24MPD for Course Organizers – 04/19/23
Technical Names Not Displayed
Technical Names Displayed
Displaying Technical Names for Transactions
25MPD for Course Organizers – 04/19/23
Settings for Dynamic Menus – Filters
From the Dynamic Course Menu, click Menu Settings Change Settings:
Click the Filter tab
Click the All radio button for each of the filter selections
Click the Save icon
26MPD for Course Organizers – 04/19/23
Settings for Dynamic Menus – Course Menus Period
From the Dynamic Course Menu, click Menu Settings Change Settings:
Click the Course Menus tab
Enter the Period From 07/01/2007
Enter the Period to 12/31/9999
Click the Save icon
27MPD for Course Organizers – 04/19/23
Settings for Dynamic Menus – View Options
From the Dynamic Course Menu, click Menu Settings Change Settings:
Click the View tab
Click the Checkbox for each of the Object View selections
Click the Save icon
28MPD for Course Organizers – 04/19/23
Demo & Exercise
LSO_PSV2: Dynamic Course Menu – Change Settings
Change your Dynamic Menu settings for the following: Filter – All Course Menus – From 07/01/2007 to 12/31/9999 View – Check all
29MPD for Course Organizers – 04/19/23
Lesson Summary
Congratulations! You should now be able to: Identify how to access SBBC’s Professional
Development information (i.e., Master Inservice Plan)
Recognize the flow of Professional Development management system functions and processes
Log into the BRITE Portal and navigate SAP 6.0 Learning Solution (LSO)
Create Favorites and Dynamic Menu settings
30MPD for Course Organizers – 04/19/23
Knowledge Check
To access SBBC’s Professional Development Information, I would go to the HRD website or the HRD-Inservice CAB Conference.
A. True
B. False
To access the SAP Manual, I would go to the ERP website.
A. True
B. False
Professional Development transactions can not be performed through the BRITE Portal.
A. True
B. False
31MPD for Course Organizers – 04/19/23
Knowledge Check
Employee Self Service is the workplace for employees to view training activity, prebook and book courses, and view personal information.
A. True
B. False
If I create a Favorite in my SAP Menu, I still have to enter the transaction code in the Fastpath field.
A. True
B. False
32MPD for Course Organizers – 04/19/23
Questions?
33MPD for Course Organizers – 04/19/23
Agenda
Lesson
One: Introduction to Managing Professional Development
Two: Course Type Creation
Three: Dynamic Course Menu
Four: Dynamic Participation Menu
Five: Appraisals/Follow Up Procedures (Close-out)
Six: Reporting
Seven: Non-employee (Externals) Registration Process
Eight: Managing Professional Development in ESS
Nine: Summary
34MPD for Course Organizers – 04/19/23
Course Type CreationCourse Type Creation
35MPD for Course Organizers – 04/19/23
At the end of this lesson, participants will be able to:
Describe the process to create Course Types Navigate the Portal to submit a new Course Type for approval
Lesson Objectives
36MPD for Course Organizers – 04/19/23
Course Type Creation Process Flow
Start
CourseOrganizerObtain Course
Type Date Entry Form & Initiate
the Course Type Creation
YES Finish
HRD
Review and Approve the Course Type
Online
SAP
Course Type is Added to the
Course Catalog in SAP
37MPD for Course Organizers – 04/19/23
BRITE Portal: Course Type Creation
2 3
4
1
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BRITE Portal: Course Type Creation
56
39MPD for Course Organizers – 04/19/23
BRITE Portal: Course Type Creation
78
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BRITE Portal: Course Type Creation
9
10
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BRITE Portal: Course Type Creation
11
12
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BRITE Portal: Course Type Creation
13
14
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BRITE Portal: Course Type Creation
15
16
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BRITE Portal: Course Type Creation
17 18 19
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BRITE Portal: Course Type Creation
18
19
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BRITE Portal: Course Type Creation – Save as Draft
47MPD for Course Organizers – 04/19/23
BRITE Portal: Course Type Creation – Notifications
48MPD for Course Organizers – 04/19/23
Simulation
BRITE Portal: Course Type Creation
Submit the Course Type Data Entry form for the new Seven Habits of Highly Effective People within the Effective Schools Program.
49MPD for Course Organizers – 04/19/23
Demo & Exercise
BRITE Portal: Course Type Creation
Submit the Course Type Creation for the new Pirate’s Code of Ethics offered in the current fiscal year.
Refer to the Completed Course Type Data Entry Form in the Appendix for specific details.
50MPD for Course Organizers – 04/19/23
Congratulations! You should now be able to:
Describe the process to create Course Types Navigate the Portal to submit a new Course Type for approval
Lesson Summary
51MPD for Course Organizers – 04/19/23
Knowledge Check
When entering a new Course Type for approval online, youmay save the form as a draft to be completed later.
A. True
B. False
When the Course Type has been approved, how many notifications will you receive?
A. One
B. Two
C. Three
D. None
52MPD for Course Organizers – 04/19/23
Questions?
53MPD for Course Organizers – 04/19/23
Agenda
Lesson
One: Introduction to Managing Professional Development
Two: Course Type Creation
Three: Dynamic Course Menu
Four: Dynamic Participation Menu
Five: Appraisals/Follow Up Procedures (Close-out)
Six: Reporting
Seven: Non-employee (Externals) Registration Process
Eight: Managing Professional Development in ESS
Nine: Summary
54MPD for Course Organizers – 04/19/23
Dynamic Course MenuDynamic Course Menu
55MPD for Course Organizers – 04/19/23
At the end of this lesson, participants will be able to perform professional development transactions in LSO to:
View Course Types in the Course Catalog Create Courses Display and change Courses Lock and unlock Courses Firmly Book and cancel Courses Run the Course Capacity report
Lesson Objectives
56MPD for Course Organizers – 04/19/23
1. Has my Course Type been approved and updated in SAP?
2. Within the District Department Course Type, check objectives, description, relationships, and individuals responsible for the Course Type (Program Manager, Organizer).
3. If there is not a Course Type in the system that matches your requirements, the Program Manager must complete the Course Type Application form. The Program Manager will print the Course Type Data Entry form and give it to the organizer to initiate the Course Type Creation through the BRITE Portal.
What does the Program Manager need to know before creating a Course?
57MPD for Course Organizers – 04/19/23
Course Creation Process Flow
Start
LSO_PSV2
Does Course Type Exist with
Correct Relationships?
LSO_PSV2
Create Course using Approved
District Dept Course Type
YES
Finish
Course Type RequestSubmit the
Course Type Creation
Application Online
NO Finish
58MPD for Course Organizers – 04/19/23
LSO_PSV2: Dynamic Course Menu – Display Course Types: Dynamic Course Menu – Display Course Types
Double-click the transaction to access the
Dynamic Course Menu
59MPD for Course Organizers – 04/19/23
LSO_PSV2: Dynamic Course Menu – Display Course Types
Let’s view the Course Type in SAP using the Dynamic Course Menu.
60MPD for Course Organizers – 04/19/23
LSO_PSV2: Dynamic Course Menu – Display Course Types
61MPD for Course Organizers – 04/19/23
LSO_PSV2: Dynamic Course Menu – Display Course Types
62MPD for Course Organizers – 04/19/23
LSO_PSV2: Dynamic Course Menu – Display Course Types
63MPD for Course Organizers – 04/19/23
LSO_PSV2: Dynamic Course Menu – Display Course Types
64MPD for Course Organizers – 04/19/23
1
LSO_PSV2: Dynamic Course Menu – Display Menu Options
3
2
65MPD for Course Organizers – 04/19/23
LSO_PSV2: Dynamic Course Menu – Create
Create Course with Resources Assign an Instructor
Create Course without Resources No Instructor Assigned
66MPD for Course Organizers – 04/19/23
LSO_PSV2: Create Course without Resources
2
1
67MPD for Course Organizers – 04/19/23
LSO_PSV2: Create Course without Resources
5
6
7
68MPD for Course Organizers – 04/19/23
LSO_PSV2: Create Course without Resources
8
9
10
11
69MPD for Course Organizers – 04/19/23
LSO_PSV2: Create Course without Resources
12
70MPD for Course Organizers – 04/19/23
LSO_PSV2: Create Course without Resources
14
15
13
16
17
18
71MPD for Course Organizers – 04/19/23
Simulation
LSO_PSV2: Create Course without Resources
Follow the simulation to create a Course without Resources.
72MPD for Course Organizers – 04/19/23
Demo & Exercise
LSO_PSV2: Create Course without Resources
Course Type Singapore Math Select Schools Gr 3-5: Start Date 08/13/2008 Internal Firmly Booked Short Name – Sing Math Long Name – Sing Math Select Sch Gr 3 to 5 Course Location – BCC Schedule:
08/13/2008 12:00:00 to 16:00:00 08/26/2008 12:00:00 to 16:00:00 09/29/2008 00:00:00 to 02:00:00
Minimum – 10 Optimum – 25 Maximum – 25 Training Provider – Consuela Stone
73MPD for Course Organizers – 04/19/23
LSO_PSV2: Dynamic Course Menu – Change
74MPD for Course Organizers – 04/19/23
LSO_PSV2: Change Course
8
5
6 7
9
10
11
75MPD for Course Organizers – 04/19/23
LSO_PSV2: Change Course
12
13
76MPD for Course Organizers – 04/19/23
LSO_PSV2: Change Course
14
15
16
17
77MPD for Course Organizers – 04/19/23
LSO_PSV2: Change Course
18
19
78MPD for Course Organizers – 04/19/23
LSO_PSV2: Change Course
20
79MPD for Course Organizers – 04/19/23
Simulation
LSO_PSV2: Change Course
Follow the simulation to change a Course and add an Instructor.
80MPD for Course Organizers – 04/19/23
Demo & Exercise
LSO_PSV2: Change Course
Add Leslie Ritter as an Instructor to the Singapore Math Course just created.
81MPD for Course Organizers – 04/19/23
LSO_PSV2: Dynamic Course Menu – Display
82MPD for Course Organizers – 04/19/23
LSO_PSV2: Display Course
7 6
5
83MPD for Course Organizers – 04/19/23
Demo & Exercise
LSO_PSV2: Display Course
Display the Singapore Math Course just created and changed.
84MPD for Course Organizers – 04/19/23
LSO_PSV2: Lock/Unlock Course
85MPD for Course Organizers – 04/19/23
Demonstration
LSO_PSV2: Lock/Unlock Course
Let’s look at how to temporarily lock the Course just created.
86MPD for Course Organizers – 04/19/23
LSO_PSV2: Firmly Book/Cancel Course
87MPD for Course Organizers – 04/19/23
LSO_PSV2: Firmly Book/Cancel Course
6
5
7
88MPD for Course Organizers – 04/19/23
LSO_PSV2: Firmly Book/Cancel Course
9
8
89MPD for Course Organizers – 04/19/23
10
11
LSO_PSV2: Firmly Book/Cancel Course
12
90MPD for Course Organizers – 04/19/23
Simulation
LSO_PSV2: Firmly Book/Cancel Course
Follow the simulation to practice Canceling a Course.
91MPD for Course Organizers – 04/19/23
ZHTE_CAPACITY: Course Capacity
4
3
5
92MPD for Course Organizers – 04/19/23
ZHTE_CAPACITY: Course Capacity
93MPD for Course Organizers – 04/19/23
ZHTE_CAPACITY: Course Capacity
94MPD for Course Organizers – 04/19/23
Congratulations! You should now be able to perform professional development transactions in LSO to:
View Course Types in the Course Catalog Create Courses Display and change Courses Lock and unlock Courses Firmly Book and cancel Courses Run the Course Capacity report
Lesson Summary
95MPD for Course Organizers – 04/19/23
Knowledge Check
Creating a Course with resources means adding an instructor.
A. True
B. False
Prior to creating a Course, the following Course Typerelationships should be verified:
A. Awards Inservice Points of
B. Is designed by Person
C. Is designed by Organizational Unit
D. All of the above
96MPD for Course Organizers – 04/19/23
Knowledge Check
Participants are able to enroll themselves in a Locked course via ESS.
A. True
B. False
When canceling a Course, the reason for cancellation must be entered.
A. True
B. False
97MPD for Course Organizers – 04/19/23
Questions?
98MPD for Course Organizers – 04/19/23
Agenda
Lesson
One: Introduction to Managing Professional Development
Two: Course Type Creation
Three: Dynamic Course Menu
Four: Dynamic Participation Menu
Five: Appraisals/Follow Up Procedures (Close-out)
Six: Reporting
Seven: Non-employee (Externals) Registration Process
Eight: Managing Professional Development in ESS
Nine: Summary
99MPD for Course Organizers – 04/19/23
Dynamic Participation MenuDynamic Participation Menu
100MPD for Course Organizers – 04/19/23
At the end of this lesson, participants will be able to describe the processes to:
Book and rebook participation in Courses Prebook participation in Course Types Replace or cancel participation in Courses Print the LSO Sign-in Sheet
Lesson Objectives
101MPD for Course Organizers – 04/19/23
LSO_PSV1: Dynamic Participation Menu
Double-click the transaction code to go
to the Participation Menu
102MPD for Course Organizers – 04/19/23
LSO_PSV1: Dynamic Participation Menu
103MPD for Course Organizers – 04/19/23
LSO_PSV1: Dynamic Participation Menu – Display Menu Options
21 3
104MPD for Course Organizers – 04/19/23
LSO_PSV1: Dynamic Participation Menu – Display Menu Options
4 65
105MPD for Course Organizers – 04/19/23
LSO_PSV1: Dynamic Participation Menu – Book
106MPD for Course Organizers – 04/19/23
LSO_PSV1: Book Participation
5
6
7
107MPD for Course Organizers – 04/19/23
Simulation
LSO_PSV1: Book Participation
Follow the simulation to practice booking a participant into a Course.
108MPD for Course Organizers – 04/19/23
Demo & Exercise
LSO_PSV1: Book Participation
Book Consuela Stone in the Singapore Math Course created in the previous lesson (you will need the Course number).
109MPD for Course Organizers – 04/19/23
LSO_PSV1: Dynamic Participation Menu – Book List
110MPD for Course Organizers – 04/19/23
LSO_PSV1: Book Participant List
5
6
111MPD for Course Organizers – 04/19/23
Simulation
LSO_PSV1: Book Participant List
Follow the simulation to practice booking multiple participants into a Course.
112MPD for Course Organizers – 04/19/23
Demo & Exercise
LSO_PSV1: Book Participant List
Book Eva Garcia and Lillian May in the Singapore Math Course created in the previous lesson.
113MPD for Course Organizers – 04/19/23
LSO_PV08: Book List for Multiple Courses
5
4
3
114MPD for Course Organizers – 04/19/23
LSO_PV08: Book List for Multiple Courses
6
7
115MPD for Course Organizers – 04/19/23
Simulation
LSO_PV08: Book List for Multiple Courses
Follow the simulation to practice booking a participant into multiple Courses.
116MPD for Course Organizers – 04/19/23
LSO_PSV1: Dynamic Participation Menu – Rebook Participation
117MPD for Course Organizers – 04/19/23
LSO_PSV1: Rebook Participation
5
6
118MPD for Course Organizers – 04/19/23
LSO_PSV1: Dynamic Participation Menu – Prebook
119MPD for Course Organizers – 04/19/23
LSO_PSV1: Prebook Participation
5
7
6
120MPD for Course Organizers – 04/19/23
LSO_PSV1: Dynamic Participation Menu – Prebook List
121MPD for Course Organizers – 04/19/23
LSO_PSV1: Prebook List
5
7
6
122MPD for Course Organizers – 04/19/23
LSO_PV16: Prebook Participant for Multiple Course Types
5
4
3
123MPD for Course Organizers – 04/19/23
LSO_PV16: Prebook Participant for Multiple Course Types
6
7
124MPD for Course Organizers – 04/19/23
LSO_RHXVORM0: Prebookings per Course Type
34
125MPD for Course Organizers – 04/19/23
LSO_RHXVORM0: Prebookings per Course Type
126MPD for Course Organizers – 04/19/23
LSO_PSV1: Dynamic Participation Menu – Replace
127MPD for Course Organizers – 04/19/23
LSO_PSV1: Replace Participation
6
5
128MPD for Course Organizers – 04/19/23
LSO_PSV1: Dynamic Participation Menu – Cancel Participation
129MPD for Course Organizers – 04/19/23
LSO_PSV1: Cancel Participation
6
5
130MPD for Course Organizers – 04/19/23
BRITE Portal: LSO Sign-in Sheet
2
1
3
4
131MPD for Course Organizers – 04/19/23
LSO Sign-in Sheet
132MPD for Course Organizers – 04/19/23
Congratulations! You should now able to describe the processes to:
Book and rebook participation in Courses Prebook participation in Course Types Replace or cancel participation in Courses Print the LSO Sign-in Sheet
Lesson Summary
133MPD for Course Organizers – 04/19/23
Knowledge Check
Book participants in Courses using the following transaction:
A. LSO_PV04
B. LSO_PV06
C. LSO_PSV1
D. LSO_PSV2
Prebooking participants in a Course Type guarantees that a new course will be offered.
A. True
B. False
Replacing participation in a Course must occur only within your organization’s Courses.
A. True
B. False
134MPD for Course Organizers – 04/19/23
Questions?
135MPD for Course Organizers – 04/19/23
Agenda
Lesson
One: Introduction to Managing Professional Development
Two: Course Type Creation
Three: Dynamic Course Menu
Four: Dynamic Participation Menu
Five: Appraisals/Follow Up Procedures (Close-out)
Six: Reporting
Seven: Non-employee (Externals) Registration Process
Eight: Managing Professional Development in ESS
Nine: Summary
136MPD for Course Organizers – 04/19/23
Appraisals/Follow Up ProceduresAppraisals/Follow Up Procedures
137MPD for Course Organizers – 04/19/23
At the end of this lesson, participants will be able to describe the process to close a Course:
Identify the requirements to verify Course completion by participants
Display Course appraisals
Update the Course roster
Process Course Follow up
Print documentation for record retention
Lesson Objectives
138MPD for Course Organizers – 04/19/23
Course Close-out Process Overview
Start
Trainer to Verify
Participant Completion of Requirements
Finish
Verify Attendees
Have Completed Appraisals
Enter Cancellations/Additions to Participation
Based on Completed
Sign-in Sheet
Complete Follow Up(Close-out)
Print Documentation
for Record Retention File
139MPD for Course Organizers – 04/19/23
Participant Completion of Requirements
140MPD for Course Organizers – 04/19/23
LSO_PSV1: Dynamic Participation Menu – Update Roster
Based on the completed District-approved sign-in sheet, perform the following actions:
Book participants who attended the course but are not registered in SAP
Cancel participants using the appropriate reason
141MPD for Course Organizers – 04/19/23
LSO_PSV2: Dynamic Course Menu – Appraisals
142MPD for Course Organizers – 04/19/23
LSO_PSV2: Appraisals
2
1
143MPD for Course Organizers – 04/19/23
LSO_PSV2: Appraisals
2
144MPD for Course Organizers – 04/19/23
LSO_PSV2: Appraisals
3
4
145MPD for Course Organizers – 04/19/23
LSO_PSV2: Appraisals
7
5
6
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LSO_PSV2: Appraisals
8
147MPD for Course Organizers – 04/19/23
LSO_PSV2: Appraisals
9
148MPD for Course Organizers – 04/19/23
LSO_PSV2: Dynamic Course Menu – Follow Up
149MPD for Course Organizers – 04/19/23
LSO_PSV2: Dynamic Course Menu – Follow Up
5
6
7
150MPD for Course Organizers – 04/19/23
LSO_PSV2: Dynamic Course Menu – Follow Up
8
151MPD for Course Organizers – 04/19/23
LSO_PSV2: Dynamic Course Menu – Follow Up
10
9
152MPD for Course Organizers – 04/19/23
LSO_PSV2: Dynamic Course Menu – Follow Up
11
153MPD for Course Organizers – 04/19/23
Simulation
LSO_PSV2: Follow Up Course
Follow the simulation to practice closing out a Course using the Follow Up transaction.
154MPD for Course Organizers – 04/19/23
Record Retention File
The following items* must be maintained in the Record Retention File:
Course Type Data Entry Form/Course Type Brochure Course Creation Form Completed Sign-in Sheet Participant List Appraisal List-participants that have completed their
appraisal Appraisal Report-the participants’ evaluation of the
training Cancellation List
* Please see MIP for specific information regarding Record Retention File.
155MPD for Course Organizers – 04/19/23
LSO_PSV1: Dynamic Participation Menu – Participant List
156MPD for Course Organizers – 04/19/23
LSO_PSV1: Dynamic Participation Menu – Participant List
157MPD for Course Organizers – 04/19/23
LSO_PSV1: Cancellation List
158MPD for Course Organizers – 04/19/23
LSO_PSV1: Cancellation List
159MPD for Course Organizers – 04/19/23
Congratulations! You should now be able to describe the process to close a Course:
Identify the requirements to verify Course completion by participants
Display Course appraisals
Update the Course roster
Process Course Follow Up
Print documentation for record retention
Lesson Summary
160MPD for Course Organizers – 04/19/23
Knowledge Check
Participants will not display on the appraisal list via LSO_PSV2 if they have not initiated the appraisal in ESS.
A. True
B. False
Before completing the Course follow-up, ensure all participants have submitted appraisals via ESS.
A. True
B. False
161MPD for Course Organizers – 04/19/23
Questions?
162MPD for Course Organizers – 04/19/23
Agenda
Lesson
One: Introduction to Managing Professional Development
Two: Course Type Creation
Three: Dynamic Course Menu
Four: Dynamic Participation Menu
Five: Appraisals/Follow Up Procedures (Close-out)
Six: Reporting
Seven: Non-employee (Externals) Registration Process
Eight: Managing Professional Development in ESS
Nine: Summary
163MPD for Course Organizers – 04/19/23
ReportingReporting
164MPD for Course Organizers – 04/19/23
At the end of this lesson, participants will be able to: Distinguish between ECC and BI reports Navigate reporting via the BRITE Portal Execute the Open Business Events report Distinguish printing and exporting options Establish Favorites
Lesson Objectives
165MPD for Course Organizers – 04/19/23
Key Terminology
Business Intelligence (BI)
Repository of SAP information for the purpose of reporting.
Enterprise Central Component (ECC)
The transactional processing system of the SAP client which runs beside the BI client and is used to process the day-to-day transactions, such as time entry and payroll processing.
Portal A point of access through a website to the SAP system. Users will access both ECC and BI through Reports tab on the BRITE portal.
166MPD for Course Organizers – 04/19/23
Reporting: SAP 6.0 (ECC) vs. BI
Generate Reports
Nightly Updates
BI (read only
data)
BI (read only
data)
Enter Data
SAP ECC SAP 6.0 can be used for simple look-ups of real-time data Data can be exported into Excel Easier access to data requires less printing of reports
Business Intelligence (BI) BI’s reporting features offer more flexibility in queries and formatting
than SAP transactions Pre-defined Excel formats help simplify reporting Actual data is extracted from SAP into BI nightly, so data is
considered near real-time
167MPD for Course Organizers – 04/19/23
Navigation: Select the Reports Tab
Navigate to both ECC (real-time) reports and BI (near real-time) reports via the Reports tab in the BRITE Portal.
1
168MPD for Course Organizers – 04/19/23
Navigation: Select the Reports Subfolder
23
169MPD for Course Organizers – 04/19/23
Navigation: Subfolder Examples
170MPD for Course Organizers – 04/19/23
Navigation: Select the Report
4
171MPD for Course Organizers – 04/19/23
Navigation: Select Report Filter Criterion
5
172MPD for Course Organizers – 04/19/23
Navigation: Using Matchcode for Variant Selection
6 7
8
173MPD for Course Organizers – 04/19/23
Navigation: Save Variant Selection/Report Criteria
9
1210
11
174MPD for Course Organizers – 04/19/23
Navigation: Retrieving Variant Selection/Report Criteria
13
14
15
175MPD for Course Organizers – 04/19/23
Display: Report Results
4
1
2
3
5
176MPD for Course Organizers – 04/19/23
Display: Sorting Data
12
177MPD for Course Organizers – 04/19/23
Display: Add or Replace Field for Viewing
4
2
3
1
178MPD for Course Organizers – 04/19/23
Display: Changing Layout
Note the changes to the Row selection:
179MPD for Course Organizers – 04/19/23
Display: Additional Fields
1
2
180MPD for Course Organizers – 04/19/23
Output Options: Printing and Exporting
181MPD for Course Organizers – 04/19/23
Favorites: Save as a Favorite
To save the layout for the report:
1
23
182MPD for Course Organizers – 04/19/23
Favorites: Retrieving a Favorite
1 2
3
4
183MPD for Course Organizers – 04/19/23
Simulation
BI: Flexible Employee Data
Follow the simulation to practice navigating the Flexible Employee Data report.
184MPD for Course Organizers – 04/19/23
Congratulations! You should now be able to: Distinguish between ECC and BI reports Navigate reporting via the BRITE Portal Execute the Open Business Events report Distinguish printing and exporting options Establish Favorites
Lesson Summary
185MPD for Course Organizers – 04/19/23
Knowledge Check
When executing a report in BI, you can:
A. Move rows
B. Add free characteristics
C. Export to Excel
D. All of the above
When running a report from SAP, the information is:
A. Real time
B. Near real time
186MPD for Course Organizers – 04/19/23
Questions?
187MPD for Course Organizers – 04/19/23
Agenda
Lesson Time
One: Introduction to Managing Professional Development
Two: Course Type Creation
Three: Dynamic Course Menu
Four: Dynamic Participation Menu
Five: Appraisals/Follow Up Procedures (Close-out)
Six: Reporting
Seven: Non-employee (Externals) Registration Process
Eight: Managing Professional Development in ESS
Nine: Summary
188MPD for Course Organizers – 04/19/23
Non-employee (Externals)Non-employee (Externals)Registration ProcessRegistration Process
189MPD for Course Organizers – 04/19/23
At the end of this lesson, participants will be able to: Identify if a participant is external using PA20 Describe the registration process for non-
employees (externals) Identify e-mail confirmation sent to non-employees
Lesson Objectives
190MPD for Course Organizers – 04/19/23
Non-employee Registration: User Registration Registration: User Registration
191MPD for Course Organizers – 04/19/23
Non-employee Registration: E-mail Confirmation
192MPD for Course Organizers – 04/19/23
Non-employee Registration: Participant Exists in SAP
193MPD for Course Organizers – 04/19/23
Non-employee Registration: BRITE Portal
194MPD for Course Organizers – 04/19/23
Congratulations! You should now be able to: Describe the registration process for non-
employees (externals) Identify e-mail confirmation sent to non-employees
Lesson Summary
195MPD for Course Organizers – 04/19/23
Knowledge Check
If the external participant does not exist in SAP, the system will assign a new personnel number.
A. TrueB. False
196MPD for Course Organizers – 04/19/23
Questions?
197MPD for Course Organizers – 04/19/23
Agenda
Lesson
One: Introduction to Managing Professional Development
Two: Course Type Creation
Three: Dynamic Course Menu
Four: Dynamic Participation Menu
Five: Appraisals/Follow Up Procedures (Close-out)
Six: Reporting
Seven: Non-employee (Externals) Registration Process
Eight: Managing Professional Development in ESS
Nine: Summary
198MPD for Course Organizers – 04/19/23
Managing Professional Managing Professional Development in ESSDevelopment in ESS
199MPD for Course Organizers – 04/19/23
At the end of this lesson, participants will be able to: Navigate to Employee Self Service in the BRITE
Portal Search the course catalog and book a course View messages & notes and my training activities Navigate my learner account to view course
prebookings, detailed training activities, and inservice report
Lesson Objectives
200MPD for Course Organizers – 04/19/23
Lesson Objectives
201MPD for Course Organizers – 04/19/23
Professional Development
From the BRITE Portal, click Employee Self Service Click Professional Development
202MPD for Course Organizers – 04/19/23
Professional Development
Navigation: Use the navigation menu to view training information, search for courses, and view your learner account.
Messages and Notes: Access mandatory courses, qualifications required, and available new course dates.
My Training Activities: View all upcoming training activities scheduled for you.
203MPD for Course Organizers – 04/19/23
Professional Development: Course Search
To search for a course within the course catalog:
Enter a value in the Search Term field Click Find; or Click Extended Search
NOTE: You can also scroll through the Course Catalog to locate a course.
204MPD for Course Organizers – 04/19/23
Simulation
ESS: Book a Course
Follow the simulation to practice booking a Course in the Professional Development tab of Employee Self Service (ESS).
205MPD for Course Organizers – 04/19/23
Professional Development: Messages & Notes
The following notifications can be viewed in Professional Development: Mandatory Courses – will display the Courses you require Qualifications – will display the qualifications required by your job or
position New Course Dates – will display Course offerings for those Course
Types in which you are prebooked
NOTE: Each tab will display only if there is relevant information available.
206MPD for Course Organizers – 04/19/23
Professional Development: My Training Activities
My Training Activities displays booked courses which are in progress or have future start dates:
Course – the name of the course contains a hyperlink to the course details
Delivery Method – the method by which the course will be delivered Schedule – the meeting dates and times for the course Location – the location at which the course will take place Learning Progress – status of the training course Start – date training started
207MPD for Course Organizers – 04/19/23
Professional Development: My Learner Account
My Learner Account contains hyperlinks to the following areas:
Inservice Report – display and print your official inservice record
Training Activities – displays My Training Activities, Completed Courses, and Cancellations
Course Prebookings – lists the courses you have requested to attend but whose current scheduled dates, locations, or language do not suit you
Favorites – includes shortcuts to courses bookmarked for future reference
Qualifications Profile – shows your qualifications, proficiencies, and expiration dates
Profile Matchup – matches your qualifications to requirements
Settings – allows you to set options for Professional Development screens
208MPD for Course Organizers – 04/19/23
Professional Development: My Course Prebookings
My Course Prebookings displays the courses you have requested to attend but whose current scheduled dates, locations, or language do not suit you:
Click the hyperlink for any given course to display course details. Check the course(s) you wish to remove and click Cancel
Prebookings. Once you book a prebooked course, the course will no longer
display in your prebookings.
209MPD for Course Organizers – 04/19/23
Simulation
ESS: Prebook a Course Type
How did the Prebookings get entered in the system?
Let’s follow the simulation to practice prebooking a Course Type in the Professional Development tab of Employee Self Service (ESS).
210MPD for Course Organizers – 04/19/23
Professional Development: Training Activities
Displays all courses for which you are currently registered, along with the delivery method, schedule, and location.
NOTE: Even though CAR-PD Course SPHS displays under My Training Activities, the status is “On Waitlist.” This means registration is not confirmed.
211MPD for Course Organizers – 04/19/23
Professional Development: Training Activities
Completed Courses displays all courses for which the end date is past. This does not indicate actual completion and follow up required for inservice points. The Inservice Report is your official record.
Cancellations displays all courses which were canceled by you or by the training organizer.
212MPD for Course Organizers – 04/19/23
Professional Development: Training Activities
To complete the training appraisal for a course, click the course under Completed Courses.
Scroll to the bottom of the course detail and click Perform Course Appraisal.
213MPD for Course Organizers – 04/19/23
Professional Development: Training Activities
SAMPLE Course Appraisal
214MPD for Course Organizers – 04/19/23
Professional Development: Inservice Report
Enter Course Dates
Click Search
215MPD for Course Organizers – 04/19/23
Congratulations! You should now be able to: Navigate to Employee Self Service in the BRITE
Portal Search the course catalog and book a course View messages & notes and my training activities Navigate my learner account to view course
prebookings, detailed training activities, and inservice report
Lesson Summary
216MPD for Course Organizers – 04/19/23
Questions?
217MPD for Course Organizers – 04/19/23
Agenda
Lesson
One: Introduction to Managing Professional Development
Two: Course Type Creation
Three: Dynamic Course Menu
Four: Dynamic Participation Menu
Five: Appraisals/Follow Up Procedures (Close-out)
Six: Reporting
Seven: Non-employee (Externals) Registration Process
Eight: Managing Professional Development in ESS
Nine: Summary
218MPD for Course Organizers – 04/19/23
SummarySummary
219MPD for Course Organizers – 04/19/23
Next Steps…
Complete the following:
Course evaluation Quia Quiz Course appraisal online via ESS
220MPD for Course Organizers – 04/19/23
The School Board of Broward County, Florida
The School Board of Broward County, Florida, prohibits any policy or procedure which results in discrimination on the basis of age, color, disability, gender, national origin, marital status, race, religion or sexual orientation. Individuals who wish to file a discrimination and/or harassment complaint may call the Director of Equal Educational Opportunities at 754-321-2150 or Teletype Machine TTY 754-321-2158.
Robin Bartleman, ChairMaureen S. Dinnen, Vice Chair
Beverly A. GallagherJennifer Leonard Gottlieb
Phyllis C. HopeStephanie Arma Kraft, Esq.
Robert D. Parks, ED.D.Eleanor Sobel
Benjamin J. Williams
James F. NotterSuperintendent of Schools
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