Creating a learning plan

If you are a community admin, you can create a learning plan using the Learning plan creator.

The way in which you create a learning plan differs, depending on the version of the platform you are using:

Creating a learning plan in the new UI

On the side navigation, click Communities.

The Communities screen appears.
Locate the community where you would like to create the learning plan and click View.

The community homepage appears.
Click Settings.

The Community admin screen for the community appears.
On the left-hand menu, click Learning plans.
Click Create a new learning plan.

The Learning plan creator screen appears, where you can add the details to the learning plan, such as entering general information, adding content, setting the visibility, and attaching a survey. For detailed information about each of the tabs in the Learning plan creator screen and the settings in each of them, see the Learning plan creator tabs section below.
When you have finished creating the learning plan, click Save.

Creating a learning plan in the legacy UI:

Expand the sidebar and click Communities.

The Browse screen appears.
Select a community.
The community homepage appears.
Click Settings.

The Community admin screen for the community appears.
On the left-hand menu, click Learning plans.
Click Create a new learning plan.

The Learning plan creator screen appears, where you can add the details to the learning plan, such as entering general information, adding content, setting the visibility, and attaching a survey. For detailed information about each of the tabs in the Learning plan creator screen and the settings in each of them, see the Learning plan creator tabs section below.
When you have finished creating the learning plan, click Save.

Learning plan creator tabs

The Learning plan creator screen consists of 4 tabs:

General tab

The General tab allows you to enter general learning plan details, such as title, description, and cost.

The General tab contains the following configurations:

Configurations	Description

Configurations	Description
Title of the Learning plan	The title of the learning plan. It is not possible to create two learning plans with the same name in a community.
Description (max 300)	The description for the learning plan.
Choose file	A thumbnail image to help users differentiate the learning plan from others. For information on supported image formats, see the Images section in Supported formats.
Cost	How much it costs for each user to access the learning plan. The Cost field is simply a placeholder to represent the cost of the learning plan. This field does not require you to enter any transactional information.
Enable learning plan assignment notification	If disabled, allows you to create and save the learning plan without notifying any users or audiences in the community. Example: You might create an optional learning plan and not wish to notify users about it once it has been made available. The toggle is disabled by default. The toggle only affects the You have been assigned the following learning plan: [Learning plan name] notification. Other learning plan-related notifications such as reminders for upcoming deadlines are not affected. Users and audiences assigned prior to enabling this toggle will not be notified.
Allow user to download report	If this toggle is enabled, it allows you to: Download your own diagnostic assessment results as a PDF. Learning plan progress of all your reportees or users in the community. The Allow user to download report toggle is enabled by default. Downloading your diagnostic assessment results To download your own diagnostic results: On the Edit Learning Plans screen, click on the title of a learning plan. The My Reports tab opens, displaying a list of your reportees. Click the My modules tab. Click: The Diagnostic results.pdf. button to download the overall results of the diagnostic assessment in the learning plan. The Download button to download a PDF containing your answers to each question in the diagnostic assessment. Downloading a PDF of your reportee's learning plan progression To download a PDF containing your reportee's results: On the Edit Learning Plans screen, click on the title of a learning plan. The My reports tab opens. Click the All 'reports' progression.pdf button. A PDF appears containing the learning plan progress scores for all your reportees.
Promotional content	If enabled, you can select a single item of content from the learning plan, such as a video, that users can preview on the learning plan start page. To add an item of promotional content to the learning plan start page, in the Community content (most recent) column, click the + next to the item of content. For more information about how to configure promotional content for a community, see Setting up a community promotional page.