A Learning Plan is a helpful tool to use for planning and tracking your training activities. A Learning Plan is a list of training activities assigned to specific individuals (or groups), that needs to be completed within a set time frame. There are several types of Learning Plans, this article discusses Fixed Date Learning Plans.
To see more about Learning Plan types, view Learning Plan Options. For information on how to create a Learning Plan, refer to the Create a New Fixed Date Learning Plan article.
Fixed Date Learning Plans
Fixed date learning plans is where a plan has one set start date and one set end date that apply to everyone assigned to it, regardless of when each individual was actually enrolled or began working through it. This option is best for training alignment, hard external deadlines and best for keeping operational training aligned.
Guidelines
- Credit is only given for courses taken within the date range
- Learning Plan can be created at any point in the training process: before, during or after
- Can be edited and set as a Repeating Fixed Date Learning Plan; this action cannot be undone
- Optional: Times can be added to the Start and Due date (Set in the time zone of the administrator who created the Learning Plan)
- Optional: Add a Late completion window to provide additional time to complete the Learning Plan past the initial due date
- Activities can be completed in Player, eLearning, Playbook and Coach within the Late completion window to receive credit
- Past due Learning Plans will only appear in eLearning, under My Learning Plans
- Past due Learning Plans will not appear in Player during the Late completion window
- If an individual takes a training activity twice during the time frame, only the most recent activity will be included in the Learning Plan
Best Practices
- Use Automatic Subscriptions to ensure that new Users in a Group are automatically assigned to the Learning Plan
- Adjust the start and due dates to include courses taken just outside of the original date range
- Add a late completion window to existing learning plans after the initial due date has passed to give learners additional days to complete the learning plan past the due date