Creating an External Learner and Associating with a Customer Organization

In this topic, you will create an external learner and associate the external learner with a customer organization.

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 Enterprise Learning menu.

   Step 7

8. Click the User Profiles menu.

   Step 8

9. Click the External Learners menu.

   Step 9

10. External learners are persons with no record in your HR system.

    Step 10

11. Click the Add a New Value tab.

    Step 11

12. Click the Look up User ID button.

    Step 12

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

    Step 13

14. Click the Bala link.

    Step 14

15. Click the Gender drop-down list.

    Step 15

16. Click the Male list item.

    Step 16

17. External learners must be associated with a customer organization.

    Step 17

18. Click the Look up Customer ID button.

    Step 18

19. Click the Calvert County link.

    Step 19

20. Click in the Job Title field.

    Step 20

21. a valid value
     e.g.
    Enter
     "Consultant"
     into the Job Title field.
    Step 21

22. Click the Learner Name tab.

    Step 22

23. Click in the First Name field.

    Step 23

24. a valid value
     e.g.
    Enter
     "Bala"
     into the First Name field.
    Step 24

25. Click in the Last Name field.

    Step 25

26. a valid value
     e.g.
    Enter
     "Kala"
     into the Last Name field.
    Step 26

27. Click the Address History tab.

    Step 27

28. Click the Address Type drop-down list.

    Step 28

29. Click the Business list item.

    Step 29

30. Click the check box for the Primary option.

    Step 30

31. Click the Edit Address button.

    Step 31

32. Click in the Address 1 field.

    Step 32

33. a valid value
     e.g.
    Enter
     "123 Main Street"
     into the Address 1 field.
    Step 33

34. Click in the City field.

    Step 34

35. a valid value
     e.g.
    Enter
     "Calvert"
     into the City field.
    Step 35

36. Click in the State field.

    Step 36

37. a valid value
     e.g.
    Enter
     "MD"
     into the State field.
    Step 37

38. Click the OK button.

    Step 38

39. Click the Profile Info tab.

    Step 39

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

    Step 40

41. Click the Save button.

    Step 41

42. Click the Home link.

    Step 42

43. Click the Sign out link.

    Step 43

You have completed creating an external learner and associating the external learner with a customer organization.

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