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Caterpillar Learning Management System (CLMS) Overview for Learners

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Access through Cat @workhttps://catatwork.cat.com

Employees access from Cat @work:

Career & Learning tab > Learning

*not all functionality is integrated

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Access through CLMS home pagehttps://clms.cat.com

Employees & Agency access from CLMS home page:

Learner >

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– Explain the features of the CLMS Learner role from the CLMS Home Page :

• Features of the CLMS Home Page– Update Profile– Help

• Manage your Individual Learning Plan– Required Learning

» Add/remove a job role

• Search Course Catalog/Browse Course Catalog• View and register for course offerings• View your enrollments (My Courses)

– Drop & Launch WBT enrollment

• View your Course History (My Course History)• View/add curricula (My Curricula)• View/add your Certifications (My Certifications)

In this presentation we are going to:

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Features of the CLMS Home Page

Access Help to view the most current CLMS training documentation and job aids.

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Have a CLMS issue?

• Contact 4-HELP (Global IT)– A ticket will be generated & assigned to the CLMS

support team for resolution.• Phone (faster than e-mailing)

– Telephone number: +1-309-494-HELP (4357)

– Toll free (North America only): 1-866-685-4357

– Tie line: 7-724-4357

• E-mail– Global_IT_Help@cat.com

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My Individual Learning Plan

• Individual Learning Plan is comprised of 3 components: – My Required Learning

1. Enterprise Required Learning

2. Business Unit Required Learning

3. Job Role Required Learning» Note: Your business unit may have additional course

requirements not set in CLMS; contact your talent development consultant to confirm any additional requirements set by your business unit.

– My Learning Plan (not being used at this time)

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Required Learning

• Enterprise Required– Established by global

process owners and approved by People & Organizational Development

• Business Unit Required– Determined by your

division’s Talent Development Consultant/approved by VP

– Based on division needs

• Job Role Required– Approved/established by

division’s Talent Development Consultant with guidance from division leaders, SMEs, etc.

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My Required Learning – View & Register

Learners can register for required learning from the Current tab. If the Current tab is empty, no required learning is due.

Learners can view Current and Completed Enterprise, Business Unit, and Job Role Required Learning for the current year.

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My Required Learning - Add a job roleLearners can add a job role.

Once the job role is added, the associated learning will populate the job role section. Click Add Certification, Add Curriculum, or Register for each item to begin registration.

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My Required Learning – Add components (certification or curriculum)

for a job role

After you add the certification, click Actions > Start Registration to begin registration for courses within the certification.

Click Add Certification.

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Job Role - Register for courses in a certification

Click Launch to begin a course for which you have already enrolled.

Click Register to enroll in a course.

Click View Transcript to see the course on your transcript.

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My Required Learning – Add components (certification or curriculum)

for a job roleNote: After you add the certification, the link will change to View in your Job Role Required learning section.

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Search Course Catalog is now a course-based search (vs. offering-based) and shows all courses based on your parameters, regardless of whether there is an offering available for enrollment.

There are 2 ways to search:

1. Search by Course Title > Enter the percent sign (%) + word or string of words to get accurate results > Search Course Catalog. This will search for any course with those words in the course title.

2. Or, search by Course Number > Enter the course number in the Course Number field.

Search Course Catalog

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Browse Course Catalog

This function categorizes the most frequently used courses by subject area. This feature works well if you don’t know what courses are available in CLMS.

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Based on your search parameters, relevant courses display in your course search results. In the Actions Column next to your course, click the Search Available Offerings link to view offerings available for enrollment. You can view more detailed information (i.e. course description, learning objectives, etc.) by clicking into the course title.

Register for a Course Offering

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Register for a Course Offering

The offering results display. Click Register to enroll in the offering of your choice.

You can narrow your offering results by sorting by Delivery Type (Web-based vs. Instructor-led) or Location (city) of training.

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Register for a Course Offering

Click on Go to My Courses to view this course in your current enrollments.

If the course is web-based, click Launch Content to begin the course.

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Register for an Offering with Manager Approval

Some courses require Manager Approval. If you receive this Registration Notice, click Register.

Note: Since this course requires Manager Approval the Status column shows a value of Pending Approval. Your supervisor will receive an email so that they can approve or reject your request. You will be notified via email upon approval or rejection of the request.

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Note: If you need an instructor-led offering scheduled due to a required learning requirement, you can click the Course Waitlist action. There is no guarantee that an offering will be scheduled; this is simply a function to gather training demand at certain locations for instructor-led training offerings.

If the Search Available Offerings link is not active in your course search results, there are no offerings scheduled for enrollment.

Course Waitlist Function

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Course Waitlist Function

Only those requests for instructor-led offerings with a designated location will be addressed. Monthly, a report is generated to capture the requestors and associated learning programs and a list is forwarded to the appropriate deployment & delivery group for future scheduling considerations.

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My Courses – View, Launch & Drop (Cancel) a Course

Learners can view their current enrollments under My Courses.

Learners can Drop a course offering by clicking on the Drop link.

Learners can Launch web-based training by clicking on the Launch link.

Note: If you drop out of an instructor-led offering within 10 business days of the class start date, you will be charged for the course.

Learners can View offerings pending manager approval.

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View Course HistoryLearners can view their course history (transcript) items under My Course History (CLMS has data 2001 forward).

The date range defaults to display the last 3 years of training history. To change the date range, change the 'Completed Date after' field and click Search to refresh results.

To print or export your displayed course history, click Print/Export link.

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Learners can View and Add Curricula under My Curricula.

A curriculum in CLMS is a group of related courses by subject area directed towards a specific learning goal. A curriculum is typically a one-time assignment and can contain blended learning (web-based training, instructor-led training, etc.)

My Curricula – View & Add

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After you add the curriculum, click Actions > Start Registration to begin registration for courses within the curriculum.

My Curricula - Register

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The Curriculum details display; click Register to enroll in each course.

My Curricula - Register

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My Certifications – View & Add

Learners can View and Add Certifications under My Certifications.

A certification in CLMS is a managed process that packages courses together to ensure individuals have met qualifications in terms of particular knowledge or skills. Some certifications require recertification after a certain period of time. In most cases, certifications are tied to Job Roles.

Note: If a certification is part of your Job Role Required Learning, you should always access the learning through your My Required Learning page in CLMS.

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My Certifications – RegisterAfter you add the certification, click Actions > Start Registration to begin registration for courses within the certification.

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Questions?