How Multi-Follow Up Learning Plans Work

How Multi-Follow Up Learning Plans Work

Multi-Follow Up Learning Plans in Manager let administrators sequence multiple Learning Plans so each one automatically assigns to a learner upon completing the previous one. Learners must finish a Learning Plan before the next unlocks, making the feature ideal for prerequisite training, onboarding programs, and compliance training that must be completed in a specific order.

Feature Benefits

• Enforce training prerequisites: Require learners to complete training in a specific order.
• Automate learner progression: Automatically assign the next Learning Plan when the previous one is completed.
• Reduce learner confusion: Learners only receive the next Learning Plan when they are ready to progress.
• Improve completion tracking: Each Learning Plan is assigned and tracked separately. Each follow-up Learning Plan is created as a separate assignment. This means administrators can track the completion status of each Learning Plan independently. 
• Scale training programs: Automatically progress large numbers of learners through structured training without requiring manual assignments

Multi-Follow Up Learning Plans Use Cases

Multi-Follow Up Learning Plans are useful when training must be completed in a specific sequence. Common examples include:

• New employee onboarding: Orientation → Role Training → Advanced Training
• Safety training: Basic Safety → Equipment Safety → Advanced Safety
• Compliance programs: Prerequisite Training → Required Certification → Recertification Training
• Role-based training: Foundational Skills → Role-Specific Training → Advanced Skills
• Development programs: Introductory Training → Intermediate Training → Advanced Training

If learners can complete the training in any order, you may not need to use a sequenced Learning Plan. However, if learners need to complete the training in a specific order, a sequenced Learning Plan may be needed to ensure they complete each plan in the intended sequence. For example, an organization may offer the following training without requiring learners to complete the plans in a specific order:

Learning Plan 1 (initial plan)→ Learning Plan 2 → Learning Plan 3

1. The learner is assigned Learning Plan 1. This serves as the initial learning plan for the sequence of learning plans. The activities in this plan will need to be completed first. 
2. The learner completes Learning Plan 1 within the timeframe set for Plan 1.
3. Learning Plan 2 is automatically assigned.
4. The learner completes Learning Plan 2 within the timeframe set for Plan 2.
5. Learning Plan 3 is automatically assigned within the timeframe set for Plan 3. 

Learners cannot see or access a follow-up Learning Plan before it is assigned to them. If a learner does not complete a Learning Plan, the subsequent Learning Plans in the sequence are not assigned.

Example 

A company requires employees hired as a Packaging Operator I to complete the following training in order:

Anatomy of a Multi-Follow Up Learning Plan

In this example, any employee hired as a Packaging Operator I will need to complete the initial new hire HR learning plan before taking job-specific training, followed by advanced safety training plans. The sequence appears in Manager as shown below. 

How to Add Follow up Learning Plans

Refer to this article for step-by-step instructions on how to attach Follow-Up Learning Plans.

Important Considerations

Before creating a sequence of Follow-Up Learning Plans, consider the order in which learners need to complete training, the completion timeline for each Learning Plan, and just as important, which Initial Learning Plan will launch the sequence. Follow up learning plans can be attached to any initial learning plan option.

• All follow-up Learning Plans must be a Relative Date Learning Plan.
• When a user completes the initial Learning Plan, Manager automatically assigns the next Learning Plan in the sequence. 
• User must then complete the newly assigned plan within the timeframe set for that Learning Plan. Plans do not begin when the sequence is created. 
• Learners cannot see or access a follow-up Learning Plan before it is assigned to them. If a learner does not complete a Learning Plan, the subsequent Learning Plans in the sequence are not assigned.
• Take time to plan the sequence of learning events, for example:
  • Initial Learning Plan: Group Based or eLearning Courses
  • Learning Plan B: Observations as the Follow Up plan

Still have questions?
Visit our FAQ for answers to common questions about learning plans.