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pmt:new_functionality

Learner Functionalities

1. Home Page

Sl.NoFeatureHBLearnHBQA
1 My LearningWelcome Guest User
2 Shopping Cart The message text in shopping cart when no classes are added yet is, “There are no classes in your shopping cart. To add Landmark training to your cart, please click on the Find Training tab to find the training opportunities that are right for you.”The message text in shopping cart when no classes are added yet is, “There are no trainings in your cart. To add training to your cart, please click on the Find Training tab to find the training opportunities that are right for you.”
3 When you add classes to your cart, a horizontal line separates one class from the other.When you add classes to your cart, color coding is used to differentiate between the different classes.
4 In HBLearn, a portion of the text in Long Description is displayed under the course title and is restricted to 185 characters. Most of the courses do not have short description.In HBQA, Short Description is displayed under the course title and is restricted to 150 characters.
5 Add to Cart feature is present for all the Learning Spotlight classes.Add to Cart feature is absent for all the Learning Spotlight courses.

2. Course Information Widget

i. Details Tab (Find Training, My Enrollments, Learning Spotlight)

Sl.NoHBLearnHBQA
1 Discipline/Products taxonomy is present.Discipline/Products taxonomy is absent.
2 Delivery Type is present.Delivery Type is absent.
3 Label used to represent course code is Course Code (ID).Label used to represent course code is Course Code.
4 There is no colon after the label 'Description' and the description content starts immediately.Label 'Description' is followed by a colon and then the description content starts.
5 'Title' is absent in Details tab for Find Training.'Title' is present in Details tab for Find Training.
6 There is no spacing between 'Title' and 'Description' for My Enrollments and Learning Spotlight.There is a spacing between 'Title' and 'Description' for My Enrollments and Learning Spotlight.

ii. Course Options Tab (Find Training, Learning Spotlight)

Sl.NoHBLearnHBQA
1 Able to search for classes based on the search filter selections.Search filters are absent in the Course Options section.
2 Class code is represented by the label Offering IDClass code is represented by the label Class Code.
3 Duration is displayed in hoursDuration is displayed in minutes.
4 Pagination feature supports showing only 2 classes per pagePagination feature supports showing up to 4 classes per page.
5 Location shows the full address.Location shows only city and country.
6 Order of the labels are Offering ID, Title, Duration, Price, Location, Language, Delivery Type, Attachments link. Language and Delivery Type get wrapped to the next column.Order of the labels are Class Code, Title, Language, Delivery Type, Duration, Price, Location, Available Seat(s) and Refer Class link. All labels appear one below the other.

3. Find Training

i. General Issues

Sl.NoHBLearnHBQA
1 There is only one button present and that is View More. On clicking this button or the course title, the Course Information widget opens.There are 2 buttons i.e. Add to Cart and Refer Course. There is no 'View More' button. The learner can click on the course title to expand or view the Course Information widget.
Sl.NoHBLearnHBQA
1 The search in HBLearn searches the title and description fields.The search in HBQA searches only the title field.
2 Say for example, if ILT delivery type is selected as the search criterion, then the system displays all the ILT classes as well as all the courses without any delivery types.In HBQA, if ILT delivery type is selected as the search criterion, then the system displays only those classes with ILT as delivery type.
(This change has already been discussed and this is how it will be implemented for all future releases)
3 The search text box is named 'Title (Keywords).There is no name for the search text box.
4 View Results button in HBLearn corresponds to Search in HBQA.
5 Upon clicking the Find Training tab, the search filters are displayed in a box. And in the search results section, there is a message which says 'Please enter criteria above'. The user can enter the search criteria or just click on the 'View Results' button without entering any criteria. Only on doing so will the result set be displayed.Upon clicking the Find Training tab, the entire result set is displayed instantly and the search filters section is collapsed.
6 The search filters section is always expanded and cannot be collapsed.The search filters section is expandable and collapsible. By default, it is collapsed.
7 For a guest user, the search filters section does not have any heading.For a guest user, the search filters section has a heading called 'Search Options'.
8 For an authenticated user, there are 2 search functionalities:
1) Filter Search according to profile preference. 2) Specify new criteria
Both the functionalities are shown as
1. Radio Buttons (default selection is profile preference search)
2. Appear one below the other
3. Are always expanded.
For an authenticated user, there are 2 search functionalities:
1) Search Options. 2) Search by Preferences.
Both the functionalities are shown as
1. Links (no default selection). At any time, only one link can be selected.
2. Appear besides each other.
3. Can be expanded and collapsed. Default view is collapsed
.
9 Filter Search according to profile preference in HBLearn corresponds to Search by Preferences in HBQA.
10 User can only view his preferences and search according to what he has already selected in My Profile. He cannot change his preference options in Find Training and search accordingly.User can view as well as change his search preferences in Find Training.
Sl.NoHBLearnHBQA
1 Search filters are Discipline, Product, Start Date Range (shown always), Delivery Type, Country, Location.Search filters are Delivery Type, Language, Location, Start Date Range (enabled only for Classroom delivery type) and Category.
2 Discipline, Product in HBLearn corresponds to Category in HBQA.
Language is present in HBQA but not in HBLearn.
Country and Location in HBLearn is just Location in HBQA. Location in HBLearn contains State values.
3 Discipline and Product are shown as 2 separate drop down lists.Discipline and Product are combined under 'Category' and displayed as a taxonomy.
4 Delivery Type is a drop down list.Delivery Types are shown with check boxes.
5 Country and Location are drop down lists with Location containing State values.Location is just a text box with auto complete feature enabled.
6 Start Date Range is shown all the time and has a 'Clear' link beside it. This link clears the date when clicked.Start Date Range appears only when classroom delivery type is selected. For all other delivery types, it is hidden. There is no option to clear only the date selected. User will have to click on 'Clear Options' (which clears all the options) to reset the date.
7 'Reset Search' in HBLearn corresponds to 'Clear Options' in HBQA.
8 Reset Search is a toggle i.e. it appears when the user clicks on 'View Results' and disappears when he clicks on 'Reset Search' and so on.Clear Options is always present.

iv. Result Set

Sl.NoHBLearnHBQA
1 The search results are displayed in a column theme.The search results are displayed in a row theme.
2 The columns displayed are Title, Discipline, Delivery Type and ActionThe rows shown are <title - catalog type>, 'Code:' and 'Description:'.
3 Spacing between pagination links is different between HBLearn and HBQA.
4 The user can view the class details of the course and register for a particular class (session) in the course.The user can view the class details of the course and register for the course.

v. Add to Cart

Sl.NoHBLearnHBQA
1Add to Cart is drilled down to the individual class level in the Course Options sectionAdd to Cart is available on a higher level i.e. at the Course level in Find Training.
2When a user clicks on 'Add to Cart', the respective class gets added to the user's shopping cart irrespective of whether he is a guest user or logged in.When a user clicks on 'Add to Cart', a popup opens with the list of classes scheduled for a particular course. The popup prompts the user to select a class for that course. After selecting the desired class, the user has 2 options:
1. 'Add and Checkout' -
(i) Guest User - This option will add the respective class to the user's shopping cart and will prompt him to log in to checkout. (ii) Authenticated User - This option will add the respective class to the user's shopping cart and will direct him to the payment gateway/checkout page.
2. 'Proceed' - It will just add the respective class to the user's shopping cart irrespective of whether he is a guest user or logged in.
3The registration is at the class level.The registration is at the course level.

4. My Enrollments

Sl.NoFeatureHBLearnHBQA
1Action ColumnFor Classroom delivery type, the button title is 'View Schedule' and for WBT classes, the button title is 'Launch Links'.For all classes, the button title is displayed as 'Course Options'.
2RegistrationThe user does not have the option to switch between classes of the same course if he is unable to attend the scheduled class.
The user needs to drop the registration for the class and re-register for another class in the course.
The user has the option to switch between classes (if seats are available in the class for Classroom delivery type) of the same course if he is unable to attend the scheduled class.
3Course TitleCourse title shows in single line.Course title does not show in a single line and gets wrapped to the next line.
4Course DetailsDelivery Type is shown under the Course Details tab.Delivery Type is not shown under the Course Details tab.
5Title is not displayed in the Details tab.Title is displayed inside the Details tab.
6Print CertificateThe certificate has the 'Landmark Learning' label and 'Halliburton' logo.The certificate has the 'ExpertusONE' label and 'ExpertusONE' logo.
7SortingThere is no rule applied for sorting.Courses are sorted by 'Enrolled On' values and in descending order.

5. My Profile

Sl.NoFeatureHBLearnHBQA
1Edit profile pop - upCheck box text displayed is “I'd like to receive news,announcements and promotions Regarding Landmark training via email.”In HBQA it is showing up as “I'd like to receive news,announcements and promotions regarding training via email.”
2Change Password pop - upIn HBLearn, text in Change Password popup shows up as “Note: Password must be at least seven characters and contain at least three of the following four character types - Upper English Letters (A to Z), Lower English Letters (a to z), Numbers (0 to 9) and Non-alphanumeric Characters (!,@,#,$ etc.).”In HBQA, same text shows up as follows: “Note – Your password must be at least seven characters long. It must contain three of the following four character types: Uppercase English alphabets (A-Z), lowercase English alphabets (a-z), numbers (0-9), and special characters (!, @, #, $ etc.).”
3Change Company pop - upIn HBLearn, title of Change Company popup is “Edit Profile”.In HBQA, the title is “Edit Company Association”.

6. E - Commerce

How E-Commerce was implemented in Halliburton?

  • Ubercart was added a module to Drupal to meet the requirement of Add to Cart
  • Checkout process / Taxation / Payment gateway integration was implemented using Custom built code

How E-Commerce is planned to be implemented in ExpertusONE v3x?

FeaturesDescription
Add to CartThe feature allows the user to add items to the shopping cart.
Checkout
- Payment Modes
- Taxation
- Discount/Promotions
Checkout the items added to the cart.
Taxation/Discounting/Promotion is applicable as per admin setup
Print InvoiceUser will be able to print the Invoice.
RefundRefund of orders which are canceled.
Order TrackingTrack all orders(Purchased/Canceled)
Seat LockingWhen the learner checkout the items added to the shopping cart, the seats/products should be locked.

i. Shopping Cart Checkout

Sl.NoHBLearnHBQA
1The checkout functionality is rendered in a popup.The checkout functionality is rendered in a different page.
2The heading of the popup is 'Shopping Cart Checkout'.There is no heading for the page.
3The checkout details are embedded by horizontal lines.The checkout details are embedded within a text box.
4The different section headings are followed by dashes like 'View Cart—–', 'Enter Payment Details—-' etc.The different section headings are just 'View Cart', 'Enter Payment Details' etc.
5When the checkout time has expired, the message is displayed to the user in the 'Shopping Cart Checkout' popup itself.When the checkout time has expired, the message is displayed to the user in a Windows Internet Explorer popup.

ii. View Cart

Sl.NoHBLearnHBQA
1 'Price' column in HBLearn is 'Total' column in HBQA for successful request.
2Currency symbol as well as the currency name is used along with the price. For example, $2100.00USDOnly currency symbol is used with the price. For example, $2100.00
3In HBLearn, the delete functionality is represented by an 'x' icon and the mouse hover message is 'Click to delete this item from cart.' When the user clicks this icon, a popup message saying 'Are you sure you want to delete this product from Shopping Cart' is displayed with 2 buttons 'OK' and 'Cancel'. By clicking 'OK', the class gets deleted from the user's shopping cart.In HBQA, the delete functionality is represented by a 'Remove' column which contains a check box. User must select the check box for the class which he wants to delete and then click on the 'Update Cart' button which instantly deletes the class from the user's shopping cart.
4 'Shopping Cart Total' in HBLearn corresponds to 'Subtotal' in HBQA.
5'Sales Tax May Apply' message is displayed in red just below the total amount.No such message is displayed here.
6For a classroom which has already exceeded the maximum capacity, 'Reason for Failure' column shows the message, There are no seats available. and Click to Join Waitlist hyperlink is shown beside it.For a classroom which has already exceeded the maximum capacity, 'Reason for Failure' column shows only the Click to Join Waitlist hyperlink.
7 'Cancel' in HBLearn corresponds to 'Continue Shopping' in HBQA.

iii. Enter Payment Details

Sl.NoHBLearnHBQA
1When you navigate from the View Cart section to Enter Payment Details section, only the Shopping Cart Total, Tax Total and Total amounts are shown on top.When you navigate from the View Cart section to Enter Payment Details section, columns <Title> <Delivery Type> <Location> <Price>, Applied discount coupons, Tax amount and Shopping Cart Total are shown on top.
2Sections here are 'Enter Payment Details', 'Purchaser Account Details' and 'Billing Information'.Sections here are 'Billing Information', 'User Information' and 'Payment method'.
3Billing Information is on the right hand side.Billing Information is on the left hand side.
4 'Purchaser Account Details' in HBLearn is 'User Information' in HBQA.
5Purchaser Account Details is on the left hand side.User Information is on the right hand side.
6Select payment method functionality is above the Purchaser Account Details and is named as 'Enter Payment Details'.Select payment method functionality is below the Billing Information and is named as 'Payment Method'.
7In HBLearn, it is 'I agree to the terms of Landmark's registration policy.' and the link 'Click here for Registration… is right below it.In HBQA, it is 'I agree to the terms of registration policy.' and the link 'Click here for Registration… is beside it.
8 There is an extra link in HBQA which is 'I agree to Terms and Conditions.' This link is absent in HBLearn.
9Payment Methods are Credit Card, Check, Purchase Order and Agreement or Contract Number.Payment Methods are Check or money order, Bank Transfer, Credit Card, Purchase Order and Other.
10 The Billing Information fields and user details fields differ in both the sites.
11Billing Information is dynamic, interlinked with the payment types and changes for each payment type.Billing Information is static. Separate area is provided for entering the payment details.
12Does not support discounts.Supports discounts
13No area is provided to the user to enter his comments, questions etc.An area called 'Order Comments' is provided to the user to enter his comments, questions etc.
14 The 'Next' button in Enter Payment Details section in HBLearn is 'Review Order' button in HBQA.
15The mandatory symbol is an arrow (right alignment) and the error message is shown in general below all the fields as 'Enter values for required fields marked in red.'The mandatory symbol is an asterisk (left alignment) and the error message is specific for each field and all messages are shown just below the timer at the top left hand corner.

iv. Verify Information

Sl.NoHBLearnHBQA
1No message is displayed in this section.The message, 'Your order is almost complete. Please review the details below and click 'Submit Order' if all the information is correct. You may use the 'Back' button to make changes to your order if necessary.' is displayed on top just below the timer.
2Only 2 sections i.e. Purchaser Account Details and Billing Information are displayed along with class details. Payment method is included in the Billing Information itself.3 sections i.e. Billing Information, User Information and Payment Method are displayed along with class details.
3 'Submit' button in HBLearn is 'Submit Order' button in HBQA.

v. Purchase Confirmation

HBLearnHBQA
Confirmation or payment pending message is displayed in red on top of the popup with all the details retained below from the Verify Information section.Only the confirmation or payment pending message is displayed in black.

7. Reports

<body> <table BORDER="2" BORDERCOLOR="#336699" >   <tr> <td> <b>ExpertusONE- Halliburton(v1x)<br></b> <ul> <li>Production</li> <ol> <li>Consolidated Enrollment Report (All Courses) - By Registration Date</li> <li>Whats coming up Report</li> </ol> <li>UAT</li> <ol> <li>Revenue By Course (ILT)</li> <li>Revenue By Course (WBT)</li> <li>Course Roster</li> <li>Classes Pending for Completion Marking</li> <li>Sign in Sheet </li> <li>Table Tent</li> <li>Course Waitlisted Enrolment by Period</li> </ol> </ul> <ul> <li>Future Releases</li> <ol> <li>Survey Reports - Requirement Not Defined</li> <li>Top 10 Courses by Enrollments</li> <li>Audit Log Report</li> <li>Learning Request Report</li>   </ol> </ul> </ul>   </ul> <br> <b>ExpertusONE(v3x)</b><br> <a href="http://dokuwiki.expertus.com/doku.php?id=dev:reports_tdd">List of Reports</a><br><br>   <b>Delta</b><br> <ul> <li> New Development</li> <ol> <li>Revenue By Course (ILT) - New Report Development</li> <li>Revenue By Course (WBT) - New Report Development</li> <li>Survey Reports - Requirement Not Defined</li> </ol> <li>Changes to Existing Reports</li> <ol> <li>Sign in Sheet - Input parameter and Column Changes</li> <li>Table Tent - Input parameter and Column Changes</li> <li>Classes Pending for Completion Marking - - Input parameter Changes</li> <ol> <br> </td> </tr>   </td> </tr> </table> </body>

Admin Functionalities

E - Commerce

How E-Commerce is planned to be implemented in ExpertusONE v3x?

Sl.No.FeaturesDescription
1Setup for Discount/PromotionAdmin Section to add discount or promotion code as percentage or value and associate it to an training entity.
2Setup for Payment ModesAdmin Section to add the Payment Modes such as Credit card, Check, Cash on delivery etc and optionally to relate it to an entity/entity type. The modes are based on location and delivery type selected.
3Setup of Payment GatewayAdmin section to configure the payment gateway(s).
4Admin Order CreationSection wherein an admin can place an order and execute on behalf of a learner.
5Check EntryWhen the payment mode is'Check' and on receipt of the same the admin marks in this section the transaction complete and executes the order.
6NotificationsTo configure Notifications setup, to be sent to learners at different points of Shopping Transaction.
7Print InvoiceProvision to print a hardcopy of the invoice once the order is successful.
8Business RulesRules to enable and disable optional features. For example the feature to lock the product once the order is checked out by a user.
9TaxationSection to setup tax calculation and their criterion.
10ShippingAdmin section to setup shipping methods and rates.
11Multi-CurrencySection to setup currency for entities and conversion options.
12Export ComplianceExport Compliance service gives businesses the ability to comply with U.S. Government's Export Administration Regulations to avoid export violations, which can result in heavy fines, jail sentences, and limitation of export privileges. The service compares order information against denied parties' databases (listed below). In addition, geo-location technology is used to validate the information submitted by a customer. A secondary check on the transaction history of the IP address is performed to identify any inconsistencies in ship-to or bill-to requests.
13PCI ComplianceThe PCI Data Security Standard represents a common set of industry tools and measurements to help ensure the safe handling of sensitive information.

New Features in ExpertusONE v3x

Learner Side

Sl.No.FeaturesDescription
1OverviewOverview section does not show up after log in.
2AnnouncementsImplemented the Announcement Details widget on the home page. When the user clicks on the 'More»' link in the announcements section, the popup opens showing the announcement details.
3Most Highly RatedUnder 'Learning Spotlight', there is a new widget called 'Most Highly Rated' which displays the top 5 courses which are highly rated by the admin.
4Course Information WidgetFor any particular course, in the Details tab, 2 new fields have been included i.e. 'Category' and 'Prerequisite' fields. 'Category' denotes the subject of the course whereas 'Prerequisite' indicates any other courses which have been set as a prerequisite for that particular course.
5For any particular course, in the Course Options tab, a new field has been included i.e. 'Available Seat(s)' which denotes the seat availability for Classroom delivery type.
5Refer Course*Ability for an anonymous/authenticated user to be able to refer a particular course/class to anyone from the Find Training and Learning Spotlight widgets.
*Ability for an authenticated user to be able to refer a particular course/class to anyone from the My Enrollments widget.
6Learning RequestIf a learner is unable to find a training of his choice, he can place a request by using the 'Learning Request' button in Find Training.
Alternatively, if no classes have been scheduled for a particular course, the learner can request for a class by using the 'Learning Request' link which will be available under the Course Options tab in the Course Information widgets of Find Training, Learning Spotlight.
7AttachmentsAttachments are now shown only for authenticated users and at the Course level.
8E - CommerceImplemented Discounts and Promotions.
pmt/new_functionality.txt · Last modified: 2024/05/27 04:26 by 47.128.117.68