Learning Plan: Groups
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Learning Plan: Groups

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Article summary

If the learning plan has been assigned to a group, the group displays in the Groups accordion when you view the learning plan's details.

Columns in the Grid

The columns in the grid are described below.

Column

Description

Name

The name of the group to which the learning plan has been assigned.

Status

The group's status.

Learning Plans

The number of learning plans by status for the users in the group. Click the number to view the users who are assigned the learning plan. The Users by Learning Plan page displays pre-filtered for the group and the status.

Assigning a Learning Plan to a Group

To assign a learning plan to a group:

  1. From the Add/Edit Learning Plan workscreen, expand the Groups accordion.

  2. If you’re assigning a new learning plan, continue to step 3. If you’re assigning an existing learning plan to a group, click Groups.Assigning Existing LP to Groups 20241105

An All Groups tab displays the groups that have not been assigned the learning plan.

Groups - All Groups Tab 20241105

  1. From the All Groups tab, click the Plus 20210806 beside the group. To assign the learning plan to all groups, click Assign All. The selected groups’ rows will be shaded.

Groups - All Groups - Assigning LP 20241105

  1. Specify the following settings for the learning plan. At least one of the checkboxes (i.e., Self or Automation) must be checked.

Self

If checked, users in the group will be able to self-enroll in the learning plan.

To make the learning plans that are available for self-enrollment visible to users, you will also need to add a Learning Plan type page with the Catalog layout in their dashboard set.

Automation

Checked by default. If checked, all existing users in the group and any new users added to the group will be automatically assigned the learning plan.

You can automate course enrollments for learning plans by checking the account's Enable Learning Plans & Certification Enrollment Automation setting.

  1. Click Save.

Removing a Learning Plan from a Group

Removing a learning plan from a group will NOT unenroll group users who were enrolled in the learning plan's courses.

To remove a learning plan from a group:

  1. From the Add/Edit Learning Plans workscreen, expand the Groups accordion.

  2. Click the X 20210806 beside the group that you would like to remove the learning plan from. To remove the learning plan from all groups, click Remove All.

  3. Click Save.

  • If a learning plan was manually assigned to a user prior to the learning plan being assigned to the group, removing the learning plan from the group will have no effect on the user. If the user is removed from the group, the user will still be assigned the learning plan.

  • If a user belongs to multiple groups that are assigned the same learning plan, removing the learning plan from one group will not have any effect on the user if other groups they belong to are still assigned the learning plan.

  • Attempting to remove the learning plan from a user via the Users Dashboard when the learning plan is assigned to one of the user's groups will not have any effect on the user.

  • For information on removing a learning plan from a user, refer to Unassigning Learning Plans from a User.


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