Note: Creating and assigning users to Learning Plans ensures that the required training activities will appear on the user's eLearning account, in addition to making it easier for reporting purposes. The instructions below cover the basic function of creating and subscribing Fixed Date Learning Plans.
Create a Fixed Date Learning Plan
- Navigate to Activities > Learning Plans
- Select the blue + button to add a new plan
- Choose from the Fixed Date Learning Plan options
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Title the Learning Plan and select a translated title, if applicable
- Add a time frame for the Learning Plan, if applicable
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Add a Late Completion window to allow for additional time to receive a completion status after the Learning Plans initial due date
- Users will only be able to take courses that are past due in eLearning through the My Learning Plans tab
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Decide if editing should be restricted
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When activities are added to the plan, this function will appear. If the Restrict editing box is checked, then only the author of the plan, Diamond and Customer Admins can make edits.
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When activities are added to the plan, this function will appear. If the Restrict editing box is checked, then only the author of the plan, Diamond and Customer Admins can make edits.
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Decide if the Learning Plan should appear in Alchemy Player
- Select the worksite(s) where the Learning Plan will be available
- Select the worksite(s) where the Learning Plan will be available
- Select a Follow-up Learning Plan, if applicable
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Click on the +/- Activities button on the Required Activities banner
- Search for the activities you would like to add to the Learning Plan created and check the corresponding box
- Filter by activity type, if applicable
- When you have selected the appropriate training activities, click APPLY
- Search for the activities you would like to add to the Learning Plan created and check the corresponding box
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Check the details are correct and click ADD
After you click ADD, the option to subscribe Users to the Learning Plan will appear. For instructions, see the article on Assign Users to a Learning Plan.
Organize Activity Order
Training activities can be organized in the way the administrator would like the employees to take them. This activity order will be shown in eLearning only, and is a suggested order for the user. Facilitators have the ability to organize a Playlist order in Player, for instructions on how to do that, see Player > Administration: Manage a Playlist.
- From the Learning Plan details tab, scroll to Required activities
- Drag and drop the activity you wish to move to the desired spot in the Learning Plan order, using the six-dot icon
- When you are satisfied with the order of your Learning Plan, click SAVE