Defining a New Learning Filter

In this topic, you will define a new learning filter.

Steps:

1. Click in the User ID field.

   Step 1

2. a valid value
    e.g.
   Enter
    "james.davis"
    into the User ID field.
   Step 2

3. Click in the Password field.

   Step 3

4. a valid value
    e.g.
   Enter
    "welcome1"
    into the Password field.
   Step 4

5. Click the Sign In button.

   Step 5

6. Click the Main Menu button.

   Step 6

7. Click the Set Up ELM menu.

   Step 7

8. Click the Learning Filters menu.

   Step 8

9. Learning filters enable learners and managers to perform focused searches through their own or

   their direct reports' learning records on the self-service, All Learning, and Team Learning pages.

   Step 9

10. Click the Add a New Value tab.

    Step 10

11. Click in the Filter Name field.

    Step 11

12. a valid value
     e.g.
    Enter
     "All_Reimbursed_Learning_30Days"
     into the Filter Name field.
    Step 12

13. Click the Add button.

    Step 13

14. Click in the Description field.

    Step 14

15. a valid value
     e.g.
    Enter
     "All Reimbursed Learning Last 30 Days"
     into the Description field.
    Step 15

16. Use the Enrollment Status section to limit a search to classes and programs,

    supplemental learning types, or learning request types having a specific enrollment or registration status.

    Step 16

17. Click the Enrollment Status drop-down list.

    Step 17

18. Click the Requested list item.

    Step 18

19. Click the Add a new row(+) button.

    Step 19

20. Click the Enrollment Status drop-down list.

    Step 20

21. Click the Enrolled / Registered list item.

    Step 21

22. Click the Add a new row(+) button.

    Step 22

23. Click the Enrollment Status drop-down list.

    Step 23

24. Click the Completed list item.

    Step 24

25. Click the Add a new row(+) button.

    Step 25

26. Click the Enrollment Status drop-down list.

    Step 26

27. Click the In-Progress list item.

    Step 27

28. Use the Class and Program Delivery Method section to limit a search to classes and programs using a

    specific set of delivery methods.

    Step 28

29. Click the Class and Program Delivery Methods drop-down list.

    Step 29

30. Click the Classroom list item.

    Step 30

31. Use the Supplemental Learning Types section to limit a search to specific types of supplemental

    learning.

    Step 31

32. Click the Supplemental Learning Types drop-down list.

    Step 32

33. Click the External Reimbursed Learning list item.

    Step 33

34. Use the Learning Request Type to limit searches to specific types of learning

    requests.

    Step 34

35. Click the Insert All Learning Request Types link.

    Step 35

36. Click the Vertical Scrollbar to navigate down the page.

    Step 36

37. Notice the Learning Request Types were automatically populated after clicking the "Insert All Learning Request Types" link.

    Step 37

38. Click in the Days field.

    Step 38

39. a valid value
     e.g.
    Enter
     "30"
     into the Days field.
    Step 39

40. Click the Save button.

    Step 40

41. Click the Home link.

    Step 41

42. Click the Sign out link.

    Step 42

You have completed defining a new learning filter.

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