Managing Professional Development
for Course Organizers
Welcome and Ground Rules
 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
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Logistics
Before we get started ...
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Classroom Materials
Demo & Exercises
(Let Me)
BRITE
Concepts
(Tell Me)
Simulations
(Show Me)
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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.
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Terminology Crosswalk
Current State
Future State
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)
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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
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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
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Introduction to Managing
Professional Development
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Lesson Objectives
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
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SBBC Professional Development Information
1.
Training Materials

2.
3.
Found in the Training Library in the BRITE Portal, as well as on the
ERP website:
http://www.broward.k12.fl.us/erp/
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
Professional Development Forms

Course Application, Credit Adjustment, Independent Study, External
Workshop, etc.

Found in the HRD-Inservice CAB Conference.
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Crosswalk
Current State
Future State
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

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Process Flow for Course Organizers
Start
Display
Dynamic
Course Menu
to View Course
Type
Information
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
Finish
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Logging into the BRITE Portal
User Login ID
Password (first time users only)
Entry format = P00012345
Entry format= ja021956
 9 characters (total) starting with the letter P
 mm = first 2 letters of birth month (ja)
 Personnel Number 12345
 dd = 2-digit birth day (02)
 If personnel number is less than
 yyyy = 4-digit year of birth (1956)
8 digits, then leading zero(s)
should be added to it
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 Case sensitive, so make sure the
month letters are lowercase
14
Navigating the BRITE Portal
After entering the User
ID and Password, click
Log on to access the
BRITE portal
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Navigating the BRITE Portal
Click here to access SAP
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Navigating the BRITE Portal
Click here to enter SAP
Easy Access Menu
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Navigating SAP Learning Solution (LSO)
Click to expand the SAP
Learning Solution menu
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Navigating SAP Learning Solution (LSO)
Note the menus in SAP
LSO
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Favorites in SAP
You can set up links to commonly used transactions in the
Favorites folder.
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Creating a Favorite in SAP

Select the transaction from the
SAP menu

Click Menu  Favorites  Add
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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.
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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
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Displaying Technical Names for Transactions
Technical Names
Not Displayed
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Technical Names
Displayed
24
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
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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
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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
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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
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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
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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
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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
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Questions?
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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
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Course Type Creation
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Lesson Objectives
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
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Course Type Creation Process Flow
Course
Organizer
Start
Obtain Course
Type Date Entry
Form & Initiate
the Course Type
Creation
HRD
Review and
Approve the
Course Type
Online
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SAP
YES
36
Course Type is
Added to the
Course Catalog
in SAP
Finish
BRITE Portal: Course Type Creation
1
2
3
4
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BRITE Portal: Course Type Creation
5
6
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BRITE Portal: Course Type Creation
7
8
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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
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44
BRITE Portal: Course Type Creation
18
19
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BRITE Portal: Course Type Creation – Save as
Draft
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BRITE Portal: Course Type Creation –
Notifications
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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.
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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.
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Lesson Summary
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
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Knowledge Check
When entering a new Course Type for approval online, you
may 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
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Questions?
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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
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Dynamic Course Menu
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Lesson Objectives
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
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What does the Program Manager need to know before
creating a Course?
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.
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Course Creation Process Flow
Start
LSO_PSV2
Course Type
Request
Does Course
Type Exist with
Correct
Relationships?
Submit the
Course Type
Creation
Application
Online
NO
YES
LSO_PSV2
Create Course
using Approved
District Dept
Course Type
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Finish
57
Finish
LSO_PSV2: Dynamic Course Menu – Display Course Types
Double-click the
transaction to access the
Dynamic Course Menu
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LSO_PSV2: Dynamic Course Menu – Display Course Types
Let’s view the Course Type in SAP using the Dynamic Course Menu.
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LSO_PSV2: Dynamic Course Menu – Display Course Types
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LSO_PSV2: Dynamic Course Menu – Display Course Types
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LSO_PSV2: Dynamic Course Menu – Display Course Types
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LSO_PSV2: Dynamic Course Menu – Display Course Types
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LSO_PSV2: Dynamic Course Menu – Display Menu Options
1
2
3
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LSO_PSV2: Dynamic Course Menu – Create
Create Course with Resources  Assign an Instructor
Create Course without Resources  No Instructor Assigned
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LSO_PSV2: Create Course without Resources
2
1
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LSO_PSV2: Create Course without Resources
5
6
7
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LSO_PSV2: Create Course without Resources
8
9
10
11
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LSO_PSV2: Create Course without Resources
12
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LSO_PSV2: Create Course without Resources
18
13
14
15
16
17
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Simulation
LSO_PSV2: Create Course without Resources
Follow the simulation to create a Course without Resources.
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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
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LSO_PSV2: Dynamic Course Menu – Change
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LSO_PSV2: Change Course
11
5
6
7
8
9
10
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LSO_PSV2: Change Course
12
13
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LSO_PSV2: Change Course
14
15
16
17
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LSO_PSV2: Change Course
18
19
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LSO_PSV2: Change Course
20
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Simulation
LSO_PSV2: Change Course
Follow the simulation to change a Course and add an Instructor.
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Demo & Exercise
LSO_PSV2: Change Course
Add Leslie Ritter as an Instructor to the Singapore Math Course just
created.
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LSO_PSV2: Dynamic Course Menu – Display
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LSO_PSV2: Display Course
7
6
5
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Demo & Exercise
LSO_PSV2: Display Course
Display the Singapore Math Course just created and changed.
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LSO_PSV2: Lock/Unlock Course
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Demonstration
LSO_PSV2: Lock/Unlock Course
Let’s look at how to temporarily lock the Course just created.
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LSO_PSV2: Firmly Book/Cancel Course
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LSO_PSV2: Firmly Book/Cancel Course
7
5
6
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LSO_PSV2: Firmly Book/Cancel Course
9
8
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LSO_PSV2: Firmly Book/Cancel Course
10
12
11
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Simulation
LSO_PSV2: Firmly Book/Cancel Course
Follow the simulation to practice Canceling a Course.
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ZHTE_CAPACITY: Course Capacity
5
4
3
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ZHTE_CAPACITY: Course Capacity
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ZHTE_CAPACITY: Course Capacity
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Lesson Summary
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
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Knowledge Check
Creating a Course with resources means adding an
instructor.
A. True
B. False
Prior to creating a Course, the following Course Type
relationships should be verified:
A. Awards Inservice Points of
B. Is designed by Person
C. Is designed by Organizational Unit
D. All of the above
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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
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Questions?
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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
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Dynamic Participation Menu
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Lesson Objectives
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
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LSO_PSV1: Dynamic Participation Menu
Double-click the
transaction code to go
to the Participation
Menu
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LSO_PSV1: Dynamic Participation Menu
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LSO_PSV1: Dynamic Participation Menu – Display Menu
Options
1
3
2
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LSO_PSV1: Dynamic Participation Menu – Display Menu
Options
4
5
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104
LSO_PSV1: Dynamic Participation Menu – Book
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LSO_PSV1: Book Participation
5
6
7
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Simulation
LSO_PSV1: Book Participation
Follow the simulation to practice booking a participant into a Course.
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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).
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LSO_PSV1: Dynamic Participation Menu – Book
List
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LSO_PSV1: Book Participant List
5
6
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Simulation
LSO_PSV1: Book Participant List
Follow the simulation to practice booking multiple participants into a
Course.
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Demo & Exercise
LSO_PSV1: Book Participant List
Book Eva Garcia and Lillian May in the Singapore Math Course created
in the previous lesson.
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LSO_PV08: Book List for Multiple Courses
3
4
5
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LSO_PV08: Book List for Multiple Courses
6
7
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Simulation
LSO_PV08: Book List for Multiple Courses
Follow the simulation to practice booking a participant into multiple
Courses.
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LSO_PSV1: Dynamic Participation Menu – Rebook
Participation
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LSO_PSV1: Rebook Participation
5
6
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LSO_PSV1: Dynamic Participation Menu –
Prebook
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LSO_PSV1: Prebook Participation
5
6
7
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LSO_PSV1: Dynamic Participation Menu – Prebook
List
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LSO_PSV1: Prebook List
5
6
7
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LSO_PV16: Prebook Participant for Multiple Course Types
3
4
5
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LSO_PV16: Prebook Participant for Multiple Course Types
6
7
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LSO_RHXVORM0: Prebookings per Course
Type
4
3
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LSO_RHXVORM0: Prebookings per Course
Type
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LSO_PSV1: Dynamic Participation Menu – Replace
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LSO_PSV1: Replace Participation
5
6
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LSO_PSV1: Dynamic Participation Menu – Cancel
Participation
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LSO_PSV1: Cancel Participation
5
6
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BRITE Portal: LSO Sign-in Sheet
1
3
2
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130
LSO Sign-in Sheet
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Lesson Summary
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
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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
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Questions?
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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
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Appraisals/Follow Up Procedures
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Lesson Objectives
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
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Course Close-out Process Overview
Start
Trainer to
Verify
Participant
Completion of
Requirements
Enter
Cancellations/
Additions to
Participation
Based on
Completed
Sign-in Sheet
Verify
Attendees
Have
Completed
Appraisals
Complete
Follow Up
(Close-out)
Print
Documentation
for Record
Retention File
Finish
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Participant Completion of Requirements
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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
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LSO_PSV2: Dynamic Course Menu –
Appraisals
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LSO_PSV2: Appraisals
2
1
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LSO_PSV2: Appraisals
2
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LSO_PSV2: Appraisals
4
3
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LSO_PSV2: Appraisals
7
5
6
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LSO_PSV2: Appraisals
8
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LSO_PSV2: Appraisals
9
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LSO_PSV2: Dynamic Course Menu – Follow
Up
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LSO_PSV2: Dynamic Course Menu – Follow
Up
7
5
6
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LSO_PSV2: Dynamic Course Menu – Follow
Up
8
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LSO_PSV2: Dynamic Course Menu – Follow
Up
10
9
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LSO_PSV2: Dynamic Course Menu – Follow
Up
11
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Simulation
LSO_PSV2: Follow Up Course
Follow the simulation to practice closing out a Course using the Follow
Up transaction.
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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.
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LSO_PSV1: Dynamic Participation Menu – Participant
List
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LSO_PSV1: Dynamic Participation Menu – Participant
List
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LSO_PSV1: Cancellation List
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LSO_PSV1: Cancellation List
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Lesson Summary
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
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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
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Questions?
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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
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Reporting
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Lesson Objectives
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
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Key Terminology
Business
Intelligence (BI)
Repository of SAP information for the purpose of
reporting.
Enterprise Central The transactional processing system of the SAP client
Component (ECC) 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.
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Reporting: SAP 6.0 (ECC) vs. BI
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
BI
Enter Data
(read only
data)
Nightly Updates
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Generate
Reports
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
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Navigation: Select the Reports Subfolder
3
2
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Navigation: Subfolder Examples
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Navigation: Select the Report
4
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Navigation: Select Report Filter Criterion
5
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Navigation: Using Matchcode for Variant Selection
6
7
8
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Navigation: Save Variant Selection/Report Criteria
9
10
12
11
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Navigation: Retrieving Variant Selection/Report Criteria
13
14
15
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Display: Report Results
1
4
2
3
5
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Display: Sorting Data
2
1
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Display: Add or Replace Field for Viewing
4
1
2
3
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Display: Changing Layout
Note the changes to the Row selection:
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Display: Additional Fields
1
2
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Output Options: Printing and Exporting
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Favorites: Save as a Favorite
To save the layout for the report:
1
2
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181
Favorites: Retrieving a Favorite
2
1
4
3
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Simulation
BI: Flexible Employee Data
Follow the simulation to practice navigating the Flexible Employee Data
report.
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Lesson Summary
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
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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
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Questions?
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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
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Non-employee (Externals)
Registration Process
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Lesson Objectives
At the end of this lesson, participants will be able to:
 Identify if a participant is external using PA20
 Describe the registration process for nonemployees (externals)
 Identify e-mail confirmation sent to non-employees
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Non-employee Registration: User Registration
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Non-employee Registration: E-mail Confirmation
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Non-employee Registration: Participant Exists in SAP
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Non-employee Registration: BRITE Portal
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Lesson Summary
Congratulations! You should now be able to:
 Describe the registration process for nonemployees (externals)
 Identify e-mail confirmation sent to non-employees
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Knowledge Check
If the external participant does not exist in SAP, the
system will assign a new personnel number.
A. True
B. False
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Questions?
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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
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Managing Professional
Development in ESS
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Lesson Objectives
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
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Lesson Objectives
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Professional Development
 From the BRITE Portal, click Employee Self Service
 Click Professional Development
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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.
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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.
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Simulation
ESS: Book a Course
Follow the simulation to practice booking a Course in the Professional
Development tab of Employee Self Service (ESS).
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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.
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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
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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
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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.
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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).
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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.
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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.
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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.
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Professional Development: Training Activities
SAMPLE Course Appraisal
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Professional Development: Inservice Report
 Enter Course Dates
 Click Search
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Lesson Summary
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
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Questions?
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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
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Summary
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Next Steps…
Complete the following:
 Course evaluation
 Quia Quiz
 Course appraisal online via ESS
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The School Board of Broward County, Florida
Robin Bartleman, Chair
Maureen S. Dinnen, Vice Chair
Beverly A. Gallagher
Jennifer Leonard Gottlieb
Phyllis C. Hope
Stephanie Arma Kraft, Esq.
Robert D. Parks, ED.D.
Eleanor Sobel
Benjamin J. Williams
James F. Notter
Superintendent of Schools
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.
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