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This is a guide on how to create a Learning Plan template within AssessBook.

Click on the cog in the top right hand corner and click on 'Learning Plans':

Customer Guides > How to create a new Learning Plan template > Screenshot 2023-05-16 at 14.46.14.png

You will then be taken to the below screen. To add a new template, fill out the new template details and click 'save changes':

Customer Guides > How to create a new Learning Plan template > Screenshot 2023-05-16 at 14.47.10.png

Then, click on the 'components' tab at the top of the page and choose which components you would like to be included in the template by clicking on the eye icons:

Customer Guides > How to create a new Learning Plan template > Screenshot 2023-05-16 at 14.47.36.png

Next you will need to choose the workflow settings, for this example I have chosen a custom workflow. Click 'save changes' at the bottom of the page and then click 'advanced workflow settings':

Customer Guides > How to create a new Learning Plan template > Screenshot 2023-05-16 at 14.47.49.png

Here are three preset workflow settings, and a custom option:

Basic workflow: This is a simple manager driven workflow. Options such as due date and priority on courses, competencies, and programs, are turned off.
User driven workflow: In this workflow the learner has control of the learning plan. The manager is able to view the plan, but is not able to make any changes.
Manager driven workflow: In this workflow the manager assigns content to their staff’s learning plan. The learner can request that content is added, but everything requires manager approval.
Custom workflow: Allows you to customise all the learning plan workflow settings to meet your requirements

You will then be taken to the below screen. Under the plan tab, you will need to set the plan settings and permissions:

Customer Guides > How to create a new Learning Plan template > Screenshot 2023-05-16 at 14.48.37.png

Plan settings allow you to set how the learning plans are marked as complete, there are three available options:

Manually, by a user with ‘complete’ permission: Either the learner or the manager is able to manually mark the plan complete. This permission is set in Plan permissions. The manager has this permission by default.

Automatically, when all items have completed: The plan automatically completes when all items in the plan have a complete status. A learning plan can be reactivated by an administrator or a learner or manager with 'Complete/reactivate' status.

Automatically, when the plan completion date has passed: The plan automatically completes when the end date set on the learning plan has passed. A learning plan can be reactivated by an administrator, learner, or manager, with 'Complete/reactivate' status.

You will then need to set the objective settings and permissions:

Customer Guides > How to create a new Learning Plan template > Screenshot 2023-05-16 at 14.49.15.png

Once you have completed these steps, your new learning plan template will be complete.