Docebo allows you to create a learning plan to assign to individual users, organization chart branches or groups. Learning Plans consist of a list of courses that the user must follow in a specific order. These plans can be customized to allow specific enrollment rules, course purchases, certifications, and much more. Let’s see how.
This functionality is a core feature of Docebo, available to all clients.
Configuring Global Settings for Learning Plans
Begin by configuring the settings for all learning plans. Login as the Superadmin, then access the Admin Menu from the gear icon in the top right corner of the page. Click on Advanced Settings in the Settings section and move to the Learning Plan section. In the Redirect Behavior section on the Settings page, you can flag the option to redirect the learner to the Learning Plan page after completing any course inside a learning plan.
Please note that this only works if the platform is able to identify from which learning plan a user is coming. When you’re finished press Save Changes.
Creating a Learning Plan
To create a learning plan, access the Admin Menu, then press the Learning Plan item in the E-Learning section. On the next page, you’ll see the New Learning Plan button in the action bar at the top of the page, and a list of learning plans below. Press the New Learning Plan button to get started. In the pop up box, you will see three tabs: Details, Settings, and Share.
- After First Course Access. The number of days are calculated from the first time a user accesses the course or learning plan. For learning plans, this means a user’s first access for any course inside the learning plan.
- After Being Enrolled in the Learning Plan. The number of days are calculated at the time of the user’s enrollment. If a user is waiting to be approved into a course or learning plan (due to a pending E-Commerce payment or waiting for Admin approval), the validity period starts from the date of the approved enrollment. If you flag this option, along with the option to also update all enrollments expiration dates where users already started this course, then your LMS will perform an expiration date recalculation based on enrollment dates, rather than the first course access date.
If you have flagged the option to set the validity date After Being Enrolled in the Learning Plan, the option to update all enrollment expiration dates when users have already started this learning plan will be changed to update all enrollment expiration dates when users have already enrolled in this learning plan.
Note that if there are days of validity associated to any courses in the learning plan that expire prior to the expiration of the learning plan, those courses will be inaccessible to users even though they are part of the learning plan. The first date of expiration, whether at the course level or the learning plan level, prohibits continued access of the course(s) to the user.
Please Note: Certificates for learning plans are issued only when a user has completed ALL of the courses within a learning plan. This also applies if a learner is only enrolled in a few, but not all, of the courses within a learning plan.
Assigning Courses to your Learning Plan
In order to assign a course to your learning plan, press the icon in the Courses column in the learning plan’s row (in the list of learning plans on the management page). In the pop up box, flag which courses you want to add to the plan, then press Confirm.
Assigning Users to a Learning plan
After creating a learning plan, you then need to assign users to it. To do so, select the icon in the Assigned Users column of a learning plan’s row (in the list of learning plans on the management page). In the pop up box, you can flag individual users, groups, branches, or roles. Press Confirm to complete the process.
To learn more about how users can access and navigate learning plans, refer to this article. If you added the learning plan into a course catalog, users will be able to buy the learning plan or enroll themselves into it (depending on the settings of the course catalog and the learning plan itself). Please note that when users unenroll from a learning plan, they don’t unenroll from the courses within the learning plan.
Use a learning plan when:
- You need to generate blended training
- You have a huge course to divide into smaller ones
For a better experience, it is recommended that:
- You keep the learning plan description as short as possible, in order to be more focused on the list of courses in the learning plan first page
- You create a training material (e.g. HTML page) containing an introduction of the learning plan in the first course and a training material containing a conclusion in the last course
- You set prerequisites in a clear and understandable way for the user, especially if a classroom and an e-learning course are included in the learning plan