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Learning plans (Fuse4)

Learning plans (Fuse4)

On the Learning plans screen, you can see all the learning plans you have access to, including those that have been specifically assigned to you, as well as those that are available for you to take on a casual basis. You can see the learning plans you have not yet started, those that you’ve started and are currently in the progress of completing, and those you have completed.

A learning plan allows community admins to group related topics containing content, events, and SCORM courses together into modules. If you are a community admin, you can create learning plans within a community, set deadlines, and control which users have access.

Example: You might create a 'Kitchen safety' learning plan for chefs in a hotel kitchen so that they understand the necessary health and safety procedures while at work. 

You can create learning plans that users only need to take once, or you can create recurrent learning plans that must be retaken by users at regular intervals for compliance purposes, such as on a monthly, biyearly, or yearly basis.

This page covers the Learning plans page in the Fuse4 Beta. If you are using the legacy version of the platform, please refer to Learning plans.

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Searching and filtering

If you have a very large list of learning plans that are available to you, you can search through them using the internal search bar at the top of the screen and the list narrows down to only show those that match your search criteria.

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You can also filter the list to only show learning plans with a particular status, including Not started, In progress, and Completed.

You can filter the list by community so that only learning plans from one or more particular communities are shown.

Creating a learning plan

If you are a site admin, community admin or an ordinary user in an admin group with the correct permissions to create learning plans in a community:

  1. On the navigation, click Communities


    The Communities screen appears. 

  2. Search for or browse to a community and when you’ve found the community in which to create the learning plan, click View.


    The community homepage appears. 

  3. Click the Settings icon.


    The Community admin screen for the community appears.

  4. On the left-hand menu, click Learning plans.

  5. 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.

  6. When you have finished creating the learning plan, click Save

 

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.

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: 

  1. 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. 

  2. Click the My modules tab.

  3. 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:

  1. On the Edit Learning Plans screen, click on the title of a learning plan. 

     

    The My reports tab opens.  

  2. 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:  

  1. In Search for items here, enter a keyword or phrase.
    The list narrows down to match the search criteria.

  2. 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:

  1. In the All community users column, select one or more users. 

  2. If necessary, use the search bar and accompanying filters to narrow down the list. 

     

  3. Click Add arrow.

  4. 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