SuccessFactors (Plateau) roles - can we hide (or inactivate) some of them?

[former_member84864]

Hi, I'm new to the SAP community (SuccessFactors admin/analyst) here. Sorry if I'm posting this question to the wrong place.

I have two questions here:

1. I found that currently under the Learning Administration (Plateau) > System Admin (tab) > Security > Role Management, then click "Search" with empty string (default). It will show me that the system has 67 different roles. Among these 67 roles, we are only using about 10 of them. If we delete some of these roles (to keep the UI simple), and later on find out that we need those roles back. Can we restore them back later? Or, is there a way for us to hide/inactivate some of these roles (possible feature request)?

2. I assume that the "Workflows" "Entity Restr." "Function Restr." "Workflow Restr." are actually "permissions" of that role. If we want to create a role that can only assign a training (to global internal users), but will not trigger a notification email. Would it be possible?

3. Let's say that we have a new version (SCORM course) of biennial recurring "anti-harassment" training that we want to deploy to global internal audience, but for those users who just completed the training (with the older content) recently, we want to respect their completion (and respect their new renewal date). What's the best practice to deploy the new training with such scenario?

Thanks!

[CarlyThomas]

Hello!

To note, there is a SAP SuccessFactors Customer Community that may help, from the Products Menu on the left, you can select Learning for LMS topics.

For your 1st question, you can export Admin roles from LMS & save that export in case you'd like to restore it later. KBA 2250200 has information on how to do this - as well as the LMS Help Portal document "Export Data" (may require a logon).

2. There aren't any workflows that control the notification trigger - you can configure notification settings per Item, but not per person. More information on Notification Triggers is in the Template ID to Trigger to Receiver Map in the LMS Help Portal. This is part of a larger document that covers notification customization that may help.

3. If memory serves, you can add SCORM courses to Curricula, correct? If so, using the retraining functionality of Curriculum I think would be your best bet - though I'd recommend you confirm this with the experts 🙂

Information on retraining:

https://help.sap.com/viewer/5fae31b1299d4033b665edabea7b9087/latest/en-US/908891dc80e043b8a616aa0c3e...

Or potentially setting up substitutions:

https://help.sap.com/viewer/5fae31b1299d4033b665edabea7b9087/latest/en-US/95391c5dbddc43488289d65e37...

I hope this helps,

Carly