Easily Create Learning Plans for Individuals and Groups
To create a Learning Plan:
- Select the Learning Library and switch to the list view.
- Use the dropdown to select Learning Plans and then click Add New.
- The Add Learning Plan screen will populate. Enter a title and description, if desired. Leave the Enabled checked if you would like the plan to automatically be added to an employee's training if they are added to a Group. You may leave Active/Visible checked to allow employees to view the plan under the Learning Plan tab. Decide what you would like the completion date to be, then click Next.
- The Select Courses screen will populate. Select a course category to choose courses from that category to add to your plan, then click Next: Organize Course(s).
- The Organize Courses screen will appear. Here you can adjust the dates you'd like a course completed on, leading up to the completion date, or click and drag the course to reorder the courses. Click Next: Assign.
- The Assign Employees screen will populate. Add employees or groups to the plan and then click Next: View Assigned.
- The View Assigned Employees screen will appear, showing all employees that are to be scheduled the learning plan. Click Close.
To Publish the plan, making it live on the site, navigate back to the Learning Library, and select Learning Plans from the dropdown. Find the plan by filtering by the Plan Name. If you'd like to ensure the training components are accurate, click the arrow next to the plan name to review. Click the ellipsis 
function and then click Publish. Your Learning Plan is now ready to schedule.
EMPLOYEE VIEW:
Courses assigned through a Learning Plan will be listed in the Learning Curriculum, under the the Required tab, in the Learning Plans area.
Each course may be launched by hovering over the course name and clicking. A new window or tab will open in the browser, starting the course.
Please contact support with any additional questions.