Note: 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 Repeating Fixed Date Learning Plans, which have a static start and end date that repeats annually. To see more about Learning Plan types, view Manager: Activities > Learning Plan Options.

For information on how to create a Learning Plan, see Manager: Activities > Create a New Learning Plan.

Guidelines

1. Must have a Start & End Date within same calendar year
   • January 1, 2017 – December 31, 2017 = Good
   • February 1, 2017 – August 1, 2017 = Good
   • January 1, 2017 – February 15, 2018 = Not Allowed
2. The repeated Learning Plan will appear in the Learning Plan list the day after the original Learning Plan has expired
   • Learning Plan Expires: 12/31/17
   • Repeat Learning Plan shows up in list: 01/01/18
3. Cannot be made into a non-repeating Learning Plan
4. Credit is only given for courses taken within the date range

Best Practices

• Use for learning objectives that remain the same year after year
• Use Automatic Subscriptions to ensure a clean roll-over
• Tie Repeating Learning Plans to Follow Up Learning Plans