Learning Plan Visibility Feature

Note: As a best practice, when using this feature ensure communication to Admins of the Learning Plan worksites. 

Learning Plan Listing

When enabled, this feature updates the learning plan list to show only plans visible to the worksite(s) admins supervise. This helps keep the list organized and makes it easier to customize training by worksite. 

Worksites designated to learning plans can be viewed by clicking on the blue icon next to the worksite number in the Worksite column. Diamond Admins will be able to see all learning plans regardless of worksite(s) designated in the Learning Plan Visibility feature.

 

Admin Credentials and Considerations

Learning Plans details, such as plan dates, activities and subscriptions can only be edited by admins who supervise selected worksites. To limit access to learning plan details, consider our Restrict Editing Option.

Silver and up administrators can enable and apply this feature to their supervisory work sites. There are some considerations for enabling this feature for learning plans that have already been made and new learning plans that are being created. Diamond Admins will be able to see all learning plans regardless of worksite(s) designated using the Learning Plan Visibility feature. 

Using Feature for new Learning Plans

Below are step by step instructions on how to enable this feature for new learning plans.

1. Navigate to Activities, then Learning Plans.
2. Create a new learning plan using one of our existing articles:
   • Create a New Fixed Date Learning Plan
   • Create a Relative Date Learning Plan
3. Find the following selection within the learning plan options:
   • By default, the toggle will be ON, and your supervisory worksites will be pre-selected.
     

4. Optional: Click on the area to access the worksites selected. From here you can de-select worksites then click apply, if applicable. At least one worksite must be selected. 
    

   
   Note: You will be able to select and de-select from worksites in which you have supervisory worksite admin access only. 

    

Using Feature for existing Learning Plans

Below are step by step instructions on how to enable this feature for existing learning plans. 

1. Navigate to Activities, then Learning Plans. Find the learning plan you would like to enable this feature for. 
2. You can choose from two options:
   • With toggle already enable (On): You can select or de-select the worksites you have supervisory access to, then select Apply.
     
   • With the toggle disabled (Off): You can enable the toggle, and apply it to your supervisory worksite(s). This action is reversible to admins who supervise all the selected worksites.
     

Note: Admins to the selected worksites are still able to edit the details and activities of the Learning Plan. See the Restrict Editing section of this article for details on using this option.

Restrict Editing Option

The Restrict Editing option can prevent unintended modifications by other administrators. It helps maintain the integrity of the Learning Plan by ensuring that only the owner, Platinum and Diamond admins can make changes to the plan. 

1. By default the toggle will remain in the OFF position. To enable, toggle it to the ON position.
   • Note: Activities will need to be added to the Learning Plan in order for this function to appear on the screen. 
     

Want to learn more about learning plan edits and considerations? Rules for Editing Learning Plans is a great place to start!