This article explains how to attach one or more Follow-Up Learning Plans to an initial plan, so the linked plans automatically trigger once the original is completed. Follow-Up Learning Plans help ensure learners complete training in a specific sequence, such as onboarding, safety, compliance, or role-based training.
Refer to How Multi-Follow Up Learning Plans Work for rules and guidelines for using multi-follow up learning pans.
Attach One or Multiple Follow-up Learning Plans
Before creating a multi-follow up sequence, make sure you have created both the initial Learning Plan and the Relative Date Learning Plan(s) that will serve as follow-ups. Follow up learning plans must be Relative Date Learning Plans, see Learning Plan Options for information on our Fixed Date and Relative Date plans.
- Log into Manager.
- Navigate to Activities, then Learning Plans.
- Find the Learning Plan you want to add one or more follow-up plans to.
- In the learning plan, click on the
icon.
- Select the desired learning plan(s), then click on APPLY.
- You can select one or more learning plans. You can arrange your learning plans in a sequential order, if needed.
- You can select one or more learning plans. You can arrange your learning plans in a sequential order, if needed.
- SAVE the updates to the Learning Plan.
Arranging Multiple Follow Up Learning Plans
When a learning plan has more than one follow up plan, arrange them in sequential order if learners need to complete them in a specific order. Sequencing automatically assigns the next Learning Plan once a learner finishes the previous one, so each plan unlocks only after the prior one is complete. For more information, refer to How Multi-Follow Up Learning Plans Work.
Once the appropriate learning plans are added, simply arrange them in the desired sequence by dragging the plan by the icon.