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If you are a community admin or system admin, you can edit an existing learning plan on the Learning plan editor screen. 

To access the Learning plan editor screen as a system admin from the Admin Panel:

  1. Expand the sidebar (Image Modified) and click Admin (Image Modified).
    The admin dashboard appears. 
  2. Click Edit Learning plans.
    All learning plans on the company instance appear
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  3. Click Edit (Image Modified) to the right of the learning plan you want to edit.
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    Info

    System admins can only edit learning plans they have access to.


    The Learning plan editor screen appears.
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To access the Learning plan editor screen as a system admin or community admin from a community:

  1. Expand the sidebar (Image Modified) and click Communities (Image Modified).
    The Browse page appears. 
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  2. Select a community.
  3. On community homepage, click Settings (Image Modified).
  4. On the left-hand menu, click Learning plans (Image Modified).
    A list of learning plans for the community appears.
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  5. Click Edit (Image Modified) to the right of the learning plan.

The Learning plan editor screen appears.

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Panel

On this page:

Table of Contents



The Learning plan editor

The Learning plan editor consists of 6 tabs: 

Info

To configure options for each tab, click the links in the Tab column below.


TabDescription
GeneralEdit general learning plan details, such as title, description, and cost.
ContentAdd content to the learning plan and remove content from the learning plan.
VisibilityUpdate the visibility settings for the learning plan.
ReportingDownload a CSV report containing, user ID, name, learning plan start date and end date.  
SurveyUpdate an existing survey or add a new one to the learning plan.
ExpiryManage expiry, deadline, and notification settings.