Manage Learning Plans

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A training administrator, instructor, or company administrator, may want the learners to complete a group of courses in sequential order. It means that a learner must complete Training ‘A’ before Training B and then Training B before Training C, and so on. Learners must advance in the learning plan by completing training according to the correct sequence. By creating a Learning Plan, courses will remain locked to Learners until the prerequisite course is completed successfully.

A Learning Plan is a selection of training (eLearning, Classroom, External, or Virtual) steps tied together for learners to progress through mastering a particular subject or program.

A Learning Plan is used when:

  • Blended training is required to be generated
  • There are huge courses to divide into smaller ones
  • Learners must complete courses in sequential order

Create Learning Plan

When creating Learning Plans, it is recommended to have the courses created and include them in the learning plan before creating a training group.

To create a learning plan, follow the steps below:

  1. Navigate to the Company Dashboard page and select the Manage Learning Plans module.
  2. Click on the +Add Learning Plan button from the top menu bar on the Manage Learning Plans screen.

  3. Fill in the following details on the Create a Learning Plan screen and click on the Save button.
    Field Description
    Learning Plan Full Name* Enter a suitable name for the learning plan
    Learning Plan Short Name* Enter a short name/abbreviated name for the learning plan.
    Status* Select either Active or Inactive
    Include Issue Certificate Enable the toggle switch to include the issue certificate option.
    Site Training Learning Plan Enable the toggle switch if the learning plan is a site training learning plan.
    Study Select one or multiple studies from the available dropdown options.
    Intended Site Role Select one or multiple site roles from the available dropdown options.
    Description Provide a suitable description of the learning plan, if required.
    Learning Plan Picture* Drag and drop or manually upload a picture for the learning plan. It is possible to select a picture from the Picture Library.

  4. Click on the hyperlinked learning plan name on the Manage Learning Plans screen.

  5. Click on the +Add Step button and mandatorily enter the Title* for Step 1.

  6. Click on the +Map Courses to add courses to the learning plan.
  7. Click on the Submit button once the necessary courses are added.

  8. Click on the Confirm button on the Mapping/Unmapping Courses in the Learning Plan confirmation popup.

  9. On the Learning Plan screen, enable the toggle and make a course required to be able to map the learning plan with learners and click on the Save button.

Edit Learning Plan

Follow the steps below to edit a learning plan.

  1. Select a course by clicking on the checkbox.
  2. click on the Edit button from the top menu bar.

  3. Make the required modifications on the Edit A Learning Plan screen and click on the Save button.

Delete Learning Plan

Follow the steps below to delete a learning plan.

  1. Select a course by clicking on the checkbox.
  2. Click on the Delete icon from the top menu bar.

  3. Click on the Confirm button on the Learning Plan Deletion confirmation popup.

Map Learner to course

To add learners to courses, follow the steps below:

  1. Select a course by clicking on the checkbox.
  2. Click on the Map Learners icon from the top menu bar.

  3. On the Map Learners screen add or remove the learners by using the Add and Remove functionality and click on the Submit button.

  4. Click on the Confirm button on the Mapping/Unmapping Learners in a Learning Plan confirmation popup.