---
title: "Learning Plan Automation"
slug: "learning-plan-automation"
tags: ["enrollment automation"]
updated: 2024-08-27T13:52:15Z
published: 2024-08-27T13:52:15Z
canonical: "support.smarteru.com/learning-plan-automation"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.smarteru.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Learning Plan Automation

Learning plan automation is a SmarterU process that ensures that your users are automatically enrolled in training (courses & actions) required by their titles.

When [learning plan automation is enabled](/v1/docs/account-enrollment-automation#enable-learning-plans-certification-enrollment-automation-), a SmarterU process is triggered whenever you [assign a learning plan to a user](/v1/docs/assigning-learning-plans-to-a-user). SmarterU analyzes the [learning plan](/v1/docs/learning-plans) that you assigned to the user to determine what [courses](/v1/docs/courses) and [actions](/v1/docs/actions) the user must complete. SmarterU then enrolls the user in these courses. The [Enrollment Automation Report email](/v1/docs/account-email-template-options#enrollment-automation-report) is sent to the email addresses specified in the [account's **Send Enrollment Automation Report To** setting](/v1/docs/account-enrollment-automation#send-enrollment-automation-report-to). If the learner's [**Enable Email Notifications** setting](/v1/docs/user-login-information#enable-email-notifications) is checked, the [Course Enrollment email](/v1/docs/account-email-template-options#course-enrollment) is sent to the user or the [specified recipient](/v1/docs/user-login-information#send-email-to).

Learning plan automation is different from [group automation](/v1/docs/automating-group-enrollments) in that it bases the course enrollments on the [learning plan(s) assigned to your learners](/v1/docs/user-learning-plans-and-certifications) instead of the [groups to which the learner is assigned](/v1/docs/user-group-permissions).

New to SmarterU? Learn how SmarterU’s automation features can help you do more in less time.  
  
[YouTube video player](https://www.youtube.com/embed/Jylk42xm96w?si=S6s6V_uZIgMmdpe2)

With learning plan automation you define a learning plan once. When you assign that learning plan to one or more learners, their training requirements will be calculated automatically. You no longer have to identify and manually enroll learners in the courses required for the learning plan every time you assign a learning plan to a learner. Learning plan automation is also beneficial when you need to track the status of certifications. After you define the [certifications](/v1/docs/certifications) and [requirements](/v1/docs/requirements) for your learning plans, SmarterU will track learners and report their certification status to you.

![](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/learning-plan-automation-image-cr0cqzcs.png)

## Automatically Enrolling Users in Their Learning Plan's Courses

There are several settings that need to be enabled in order to automate enrollments for courses that are part of a learning plan. First, the [course's **Enable Auto Enroll** setting within the requirement](/v1/docs/editing-a-blocks-courses#automation-enrollment) must be checked.

To automate course enrollments for users who are assigned the learning plan, the [account's **Enable Learning Plans & Certification Enrollment Automation** setting](/v1/docs/account-enrollment-automation#enable-learning-plans-certification-enrollment-automation-) must be checked.

If users are not being assigned the courses in a learning plan, you should [view the recommended enrollments for the learning plan](/v1/docs/viewing-recommended-enrollments). Attempting to [enroll users in recommended courses](/v1/docs/enrolling-users-based-on-recommended-enrollments) for the learning plan will provide insight into why the user could not be enrolled.

## Related

- [Account: Enrollment Automation](/account-enrollment-automation.md)
- [Actions](/actions.md)
- [Assigning Learning Plans To a User](/assigning-learning-plans-to-a-user.md)
- [Certifications](/certifications.md)
- [Certifications Dashboard](/certifications-dashboard.md)
- [Group: Learning Plans](/group-learning-plans.md)
- [Learning Plans](/learning-plans.md)
- [Learning Plans Dashboard](/learning-plans-dashboard.md)
- [Requirements](/requirements.md)