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Administrator Guide
Last Updated: 2023-06-23
Steps: Configure Manual Initiation of Request Extended Enterprise Learner

Steps: Configure Manual Initiation of Request Extended Enterprise Learner

Configure these business processes and security policies in the Extended Enterprise for Learning functional area:
  • Manage Extended Enterprise Learner
  • Manage External Learning User
You can enable affiliation managers to request learning access for new or existing users by configuring the
Request Extended Enterprise Learner
 business process. The business process uses these business processes as subprocesses for creating new or editing existing users:
  • Manage External Learning User
  • Manage Extended Enterprise Learner
You can configure the
Request Extended Enterprise Learner
 business process so that when the initiator requests an existing user, Workday sends security group members on the subprocesses a task enabling them to compare the requested and existing user information and either deny or submit the request. When they submit the request, Workday overrides the existing user information with the requested information. Only 1 person from the security group needs to complete the task.
You can apply different configuration options to the different steps on the
Request Extended Enterprise Learner
 business process.
When you create the default definition for the
Request Extended Enterprise Learner
 business process, the definition that Workday populates isn't usable. Reconfigure it to avoid inconsistent data results.
  1. Add appropriate security groups to the:
    • Create External Learning User from Request
       initiating action on the
      Manage External Learning User
       business process.
    • Edit Extended Enterprise Learner from Request
       initiating action on the
      Manage Extended Enterprise Learner
       business process.
    Workday recommends that you add unconstrained security groups. This ensures that when Workday sends security group members the task to deny or submit a request, they can view all requested and existing user information. Example: Extended Enterprise Admin or External Learning User Admin.
    Add these security groups when you create the default definition for the
    Request Extended Enterprise Learner
     business process.
  2. Activate Pending Security Policy Changes.
  3. Access the
    Create Business Process Definition (Default Definition)
     task.
    Create the default definition for the
    Request Extended Enterprise Learner
     business process in the Extended Enterprise for Learning functional area.
    1. On the
      Create External Learning User from Request
       step, select the same security group as on the
      Create External Learning User from Request
       action on the
      Manage External Learning User
       business process.
    2. On the
      Edit Extended Enterprise Learner from Request
       step, select the same security group as on the
      Edit Extended Enterprise Learner from Request
       action on the
      Manage Extended Enterprise Learner
       business process.
    3. Delete the
      Create External Learning User from Request (Auto-Initiate)
       and
      Edit Extended Enterprise Learner from Request (Auto-Initiate)
       steps.
    4. Reorder the steps in the definition.
      Ensure that:
      • The
        Create External Learning User from Request
         step comes before the
        Edit External Learning User from Request
         step.
      • All steps involving external learning users come before any steps involving extended enterprise learners.
      • The
        Create Extended Enterprise Learner from Request
         step comes before the
        Edit Extended Enterprise Learner from Request
         step.
      Example:
      • Create External Learning User from Request
      • Edit External Learning User from Request
      • Create Extended Enterprise Learner from Request
      • Edit Extended Enterprise Learner from Request
    Security: These domains in the System functional area:
    • Business Process Administration
    • Manage: Business Process Definitions
  4. Configure the security policy for the
    Request Extended Enterprise Learner
     business process.
Affiliation managers with permissions on the
Request Extended Enterprise Learner
 business process can access these tasks to request learning access for new or existing users:
  • Request Edit Extended Enterprise Learner
  • Request Extended Enterprise Learner