Creating a learning plan

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

To create a learning plan in the Learning plan creator:

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.
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. 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.

Click Save to save your configurations.

Content tab

The Content tab allows you to add existing content to the learning plan, such as events, topics, and SCORM courses.

The Content tab contains the following configurations:

Configuration	Description

Configuration

Description

Most recent topics, events, occurrences and scorm courses

Allows you to search for and then add content to a learning plan.

To add content to the learning plan:

In Search for items here, enter a keyword or phrase.
The list narrows down to match the search criteria.
Click the + icon to the right of the content.
The content is added to the Learning plan items column.

Learning plan items

Allows you to remove content from the learning plan. To remove an item of content from the learning plan, click the x icon.

Click Save to save your configurations.

Visibility tab

The Visibility tab allows you to configure which members of the community can access the learning plan.

The Visibility tab contains the following configurations:

Configurations	Description

Configurations

Description

Unassigned

If selected, the learning plan is not visible to any community members or audiences in the community via the My Learning plans page, community pages and in the Learning plans widget, once you have clicked Save. This option is selected by default.

Example: you might select this option if you have created a first draft of a learning plan and do not want users and audiences in the community to see it before it is ready.

Take note of the following points when generating reports:

If this option is selected and a deadline/expiry is added, the learning plan will not be listed in Learning plans deadline & expiry reports.
If this option is selected, the learning plan will be listed in Learning Plans Completion reports, however the 'Assigned to user' column will show as 'FALSE'.

All members

All members of the community can access the learning plan.

Specific members

Selected community members can access the learning plan.
To add one or more users:

In the All community users column, select one or more users.
If necessary, use the search bar and accompanying filters to narrow down the list.
Click Add arrow.
The selected users are added to the Assigned Learning plan users column.

Learning plan type and visibility dictates whether or not a user sees a learning plan in search results.

Learning plan visibility in search results

The following visibility rules apply to the different community types when searching for learning plans:

Community type	Visibility rules when searching

Community type	Visibility rules when searching
Protected community	A user who is a member of a protected community: Can see learning plans that exist in a protected community in search results on mobile and in the browser. Can open those learning plans on mobile and in the browser A user who is not a member of a protected community: Can see learning plans that exist in a protected community in search results on mobile and in the browser Cannot open those learning plans in the browser Can open those learning plans on mobile
Private community	A user who is a member of a private community: Can see learning plans that exist in a private community in search results on mobile and the browser Can open those learning plans on mobile and in the browser A user who is not a member of a private community: Cannot see learning plans that exist in a private community in search results on mobile and in the browser
Public community	A user who is a member of a public community: Can see learning plans that exist in a public community in search results on mobile and in the browser Can open those learning plans on mobile and in the browser A user who is not a member of a public community: Cannot see learning plans that exist in a public community in search results on web Cannot open learning plans that exist in a public community on mobile and in the browser
Open communities	A user who is a member of an open community: Can see learning plans that exist in an open community in search results on mobile and in the browser Can open those learning plans on mobile and in the browser A user who is not a member of an open community: Can see learning plans that exist in the open community in search results on mobile and in the browser

Survey tab

Editing a learning plan

You can edit the details of the learning plan you have created, including general details, content, visibility rules, setting expiry and reset dates, and adding a survey, on the Learning plan editor screen. For information on how to edit a learning plan, see Edit Learning plans.