Creating a Learning Plan

To create a learning plan, go to the admin menu (settings cog) and select Learning Plans. On the menu on the left hand side of the page, select Manage templates and then add a name and end date in the New template section:

Once Save changes has been selected, the settings screen will load where you can configure the following:

• Components tab - this is where the order can be adjusted and components can be set as shown/hidden using the eye icon
• Workflow tab - this is where the workflow between learner and manager can be dictated. There are four types of workflow you can choose:
  - Basic workflow - Manager has control of what’s added to the Learning Plan, but the Learner can request changes
  - User driven workflow - Learner has complete control over the Learning Plan and the Manager can only view the plan
  - Manager driven workflow - similar to Basic Flow but the Manager has the final say on the components of the Learning Plan
  - Custom workflow - conditions can be defined to suit your organisation via Advanced workflow settings (see below)

When Advanced workflow settings is selected, sub-tabs will appear to configure the workflow:

• Plan tab - the general completion and permissions settings for the Learning Plan
• Components tabs - the permissions settings for each component added to the Learning Plan

Adding a Learning Plan to a User/Audience

To add a Learning Plan to an individual user, go to the required candidate’s profile and select Learning Plans:

From here, you can create a new Learning Plan or edit an existing Learning Plan. When creating a new Learning Plan, you must select a pre-existing Learning Plan Template. Once added, you will be able to populate the plan with the appropriate components, e.g. Courses, Programs, Competencies, etc.

To add a learning plan to an Audience, go to the admin menu and select Audiences:

Once you have selected the relevant audience you would like to enrol onto the Learning Plan, you can add this via the Learning Plans tab.

From here you can:

• Select the relevant Learning Plan Template
• Select whether to exclude members of the audience
• Select whether new audience members are enrolled onto the learning plan automatically via the Dynamic creation tick box
  
  

Adding Evidence to a Learning Plan

Learners are able to upload evidence to demonstrate completion of components of the Learning Plan.

To add evidence, the user must go to their profile and select Evidence Bank:

A page as per the below will appear where the user can select an evidence type and attach any relevant files that count towards their Learning Plan: