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, refer to our Learning Plan Options article.

For information on how to create a Learning Plan, see 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
5. Copy and retire the plan to remove the repetition cycle, if needed. Refer to the General Considerations and Fixed Date Considerations sections of the Logistics for Editing Learning Plans article for more information and details. 

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