OVERVIEW

• The Business Structure hierarchically organizes your learners.
• The Training Structure organizes training facilities for instructor-led courses, both physical and online.

The Business Hierarchy was designed with built-in benefits, including:

• Data security by allowing companies to ‘scope’ (or restrict) areas of access within the organization or learner community (client, partner, internal)
• Flexibility for designing organization-specific needs and business rules (available course and resource catalogs, billing methods, featured courses), as well as flexible assignment of profiles tied to each organization
• The management of your training organization is separate from that of your corporate hierarchy.

As shown in the diagram above, the standard organization structure with a new LatitudeLearning® portal consists of a Company with one Business Unit (BU), one Division, and one Location in a hierarchy of that exact order.

IMPORTANT:
When using this standard structure, you can add or inactivate BUs, Divisions, and Locations as needed with the following restrictions:

• • You must always have at least one active organization at each level in an unbroken chain leading up to the Company level. For instance, at least one active location must be tied to an active division which must be tied to an active BU.
  • Never inactivate a BU, Division, or Location if the organizations and/or users below it are active. This orphans the users below the inactive level and can sever the connection between users and the course catalog which is retained at the Business Unit level.
  • Never inactivate a BU, Division, or Location that is tied to your primary/default Portal Administrator profile. You will lose your system access.

BUSINESS ORGANIZATION MANAGEMENT

Company

This is the ‘owning organization’ that holds global element settings, including the following:

• Roles – Roles control system access rights for Guests, Students, Location Managers, Location Administrators, Administrators, Instructors, and Portal Administrators, including the options shown on the left navigation menu.
• Positions – Hierarchical position-to-position reporting controls visibility and managerial functions for subordinate position assignments (i.e. “Employees” and “Enroll Others”). Predefined positions are provided in the following hierarchy: TRA-Training Administrator > MNG-Manager > STF-Staff.
• Departments  – Grouping of Positions (e.g. Sales or Customer Service). Primarily used for organizing certification or curriculum views under a user’s “Employees” tab.
• User Groups – Ad-Hoc grouping of users across organizations, roles, and positions.
• Branding – Includes styling and custom content areas.

Note: Portal Administrators are typically assigned profiles with the appropriate role/position at the Company level, providing access rights to manage training and users across the entire LMS.

Business Unit

The Business Unit (BU) is the level at which Resources and Courses are shared for all Divisions and Locations associated with that Business Unit. The parent organization for a BU is the Company. You can create custom course catalogs for each Business Unit by defining the following:

• Courses – Can be assigned to one or more Business Units
• Majors – Allows grouping of courses in the course catalog to aid in course searches; must be associated with the same business unit as the course assigned to the major
• Resources – Supplemental documents or URL links available to learners. They should be associated with the same business unit as the course to which they are attached

Division

A division serves as a reporting level for a grouping of locations beneath it. The parent organization for a Division is the Business Unit.

• Provides users assigned to division-level profiles with visibility and access to users and data scoped to specified Locations under the division without providing access to the entire organization.
• Whether there is one location under it or more, in the standard LMS it is a necessary level to connect users at the location-level to courses and resources at the business unit-level.

Location

This level serves as the base organizational unit for learners. It can represent an organization’s physical location or a virtual location. The parent business organization for a location is the Division and the parent training organization is the Locale. Locations allow you to:

• Establish the Student User Profile assignment and default login location
• Track User transcript activity and report on it
• Set up Featured Courses – Sets of courses being promoted, or featured, at specific Locations
• Set up Payment Methods for tuition – Direct payment, credit card, PayPal active at specific Locations
• Set up Subscriptions – Create and manage course subscriptions by Location

TRAINING ORGANIZATION MANAGEMENT

Locales

Locales are training regions, which generally relate to one or more Locations in a Business Structure. The parent training organization is the Business Unit.

• Manage multiple training regions as needed (e.g. East Coast vs. West Coast)
• Link one or more training facilities  to a locale to help coordinate training schedules and classroom reservations.

Facilities

Physical and virtual training facilities used for instructor-led courses.
Rooms – Manage classroom assignments and conflicts during scheduling

• Equipment – Available equipment lists by facility
• Classroom Course Offerings – Time zone tied to location of facility
• Instructor Management – Instructors can be assigned to training facilities they use

Frequently Asked Questions