How to Activate and Manage the Learning Plan App

Create mandatory educational programs for users.

Last Updated

December 7th, 2017

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8 min

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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.

Activating the Learning Plan App

Begin by logging into the platform as the Superadmin, then select the Apps and Features item from the left sidebar.

learning plan Additional features

Then, from the tabs on the left side of the page, select the Additional features tab. In this tab, find the app in the list of apps, then press Activate. In the pop up box, press Install Now.

learning plan INSTALL NOW

The app is now activated in your LMS, and you can access it from the Admin Menu.

Creating a New Learning Plan

To create a new plan, hover your mouse over the gears icon in the left sidebar to access the Admin Menu, then find the Learning Plan section.

learning plan admin menu

Begin by pressing the Settings subitem (please note: this page is only available for those companies using Docebo 6.9 or higher). 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.

learning plan redirect behavior

Please note that this only works if the system is able to identify from which learning plan a user is coming. When you’re finished press the green Save Changes button.

Now you can move to the management page. Once again, find the same section in the Admin menu, then select the Manage subitem. On this page, you will see the New Learning Plan button in the action bar at the top of the page, and a list of learning plans below. Let’s begin by creating a new plan. Select the corresponding button in the action bar.

New learning plan

In the pop up box, you will see three tabs: Details, Settings, and Share.
learning plan details tab
In the Details tab, complete the form with the Name, Description, and Code, then choose a thumbnail. Then, move to the Settings tab.
learning plan settings
In this tab, begin by choosing whether to flag the options to show the learning plan in the courses catalog and enable catch-up courses for this plan. Then, enter the days of validity of the learning plan, allowing users to access it for only a specific number of days after they are enrolled in it. There are two different options for counting the number of days:
  • 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 Course. The number of days are calculated at the time of the user’s enrollment, not after the user’s first access of the course or learning plan. 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 a massive 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 Course, the option to Also update all enrollments expiration dates where users already started this course will be changed to Also update all enrollments expiration dates for users already enrolled in this course.

If you’re an Enterprise Client using Docebo 6.9 or higher and Coach & Share is activated in your system, you can also select in which channel(s) you want to place the learning plan. Finally, assign Certificates, Retraining, and Credits to your learning plan.
Remember: 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. Please note that if you select the Show this learning plan in the courses catalog option, you will also be able to manage the E-Commerce settings.

Begin by assigning a price for the plan, which will cover all of the courses included in the plan. Alternatively, you can choose to sell only a selection of courses included in the learning plan; thus, the final price will be the sum of prices of the individual courses.

Learning plan ecommerce
Lastly, move to the Share tab, where you can flag the option to enable deep linking for the learning plan. This means that you can create a link from within the platform. When users click on this link from an external website, they will automatically be enrolled in the learning plan.
learning plan share

Press the Confirm button to finish creating your new 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).

learning plan Assign courses

In the pop up box, flag which courses you want to insert, then press Confirm.

learning plan Courses

Docebo will display the list of courses accordingly. You can then move the order of the courses by clicking the Move icon (the cross arrows), then dragging and dropping the courses according to the order that you need. You can also define learning paths through a selection of prerequisites.

For example, to access a second course, you will have to complete the first one. In order to set up prerequisites for a course, select the related icon, as shown in the picture below.

learning plan Choose prerequisites

In the Prerequisites area, you can choose to make a course visible only after the user has completed the previous one. Select the course you would like to be the prerequisite of another course, then press Confirm. You can also define time-based prerequisites (e.g. the third course of the learning plan will be available 3 days after the second course has been completed).

learning plan time based prereq.

Repeat the process for all of the courses included in the plan, as desired.

Assigning Users to a Learning plan

After creating a learning plan, you will need to assign users. 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).

learning plan Assign users

In the pop up box, you can flag individual users, groups, branches, or roles. Press Confirm to complete the process. Finally, yo can Edit or Delete a learning plan by clicking on the corresponding icons in the learning plan’s row.

Learning plan - edit or delete

In order to make your learning plan visible to users, you will need to activate it. Access the Admin Menu from the left sidebar, then press the Branding and Look & Feel item from the Settings area. Select the Main Menu Features tab, then press the check mark (turning it from grey to green) in the Learning Plan row to activate learning plans.

 

Learning plan - activated

When users assigned to a learning plan enter the platform, they will now see the Learning Plan section in their menus, where they can press the item to access the learning plan.

learning plan Final outcome

If you inserted the learning plan into a course catalog, users will be able to buy it or enroll themselves (depending on the settings of the course catalog).

learning plan Catalog

Catch Up Courses

What happens if a student misses a classroom course that is part of a sequential learning plan? Typically, if you have set prerequisites between courses, the student will have to suspend his or her learning plan, because he cannot access the next course without first completing the classroom course.

But, we have found a solution for this: adding catch up-courses to your learning plans. Basically, the catch-up sessions will allow students to attend a substitute course, instead of the “official” classroom course that they missed, so that they are able to proceed with the learning plan as intended. The process will look like this:

learning plan catch up scheme

This app is only available for the platform version 6.6.1 or higher.

Including a Catch Up Course in a Learning Plan

In order to include a catch-up course in your learning plan, simply go to the Settings tab of the learning plan and activate the option by choosing the Enable catch-up courses for this learning plan selection.

You can also define how many catch-up courses users can take for this specific learning plan. For example, if the learning plan includes five classroom courses, you can decide that users can only take three catch-up courses. In this case, if a user misses more than three courses, they cannot complete the learning plan, and they will have to contact the instructor to find another solution.

learning plan Enable catch up courses

Once you have assigned the courses to the learning plan, you will be able to add a catch-up course to the classroom courses on your profile. Remember, you can assign catch-up courses only to classroom courses, not e-learning ones.

Select the link Assign catch-up course under the course you want to manage, theb choose the catch-up course from the list of your courses. Of course, you have to have previously created the catch-up courses in order to find them in the list.

learning plan Assign catch-up course

A catch-up course can be any kind of course (e-learning, classroom, or webinar).

learning plan Catch up course assigned

Once you have enrolled your users in a learning plan, you will be able to see how many catch-up courses they have already used and how many chances they have left.

learning plan Attempts

If a user reaches the maximum number of attempts, you can decide to give him more chances by clicking on the number and editing the maximum number of attempts just for that user.

Checking Out the Users View

When a user misses or fails an ILT course, he will see that the course was marked as failed, and right above that, he will see the title of the related catch-up course he would need to complete in order to proceed with the learning plan.

learning plan Failed course

Once the catch-up course is completed, the main course will turn green (marked as successfully completed), and the catch-up course will disappear from the course list.

learning plan Catch-up course completed

Learning Plan Navigation

This feature is only available for the platform version 6.8 or higher. When you access a course included in a learning plan, the breadcrumb menu at the top of the page will display the name of the learning plan in which the course is placed.

learning plan bar

Starting from Docebo version 6.8, you can add the Learning plan navigation widget inside the courses that are part of a learning plan. This widget will show users the list of all the courses included in the learning plan and their progress. By clicking on the name of each course, users will be redirected to the selected course page The link at the bottom of the widget connects the student to the learning plan list, which includes all the user’s learning plans.

learning plan navigation widget

If the learner is enrolled in this course, but NOT ENROLLED in the learning plan in which this course is included, he will see the default breadcrumb “Home” -> “My Courses” -> “Course name”, and NOT the name of any learning plan.

If the learner is enrolled in a course included in a single learning plan, once he opens the course player page he will see the widget “Learning Plan Navigation” filled with the info related to the learning plan, and the breadcrumb appears as “Home” -> “Learning Plan” -> “LP name” -> “Course name”.

If the learner is enrolled in a course included in two or more learning plans (and the user is also enrolled in these learning plans), and his access if coming from the My Learning Plans page, once he opens the course player page he will see the widget “Learning Plan Navigation” filled with the info about the related LP, and the breadcrumb appears as “Home” -> “Learning Plan” -> “LP name” -> “Course name”.

If the learner is enrolled in a course included in two or more learning plans (and the user is also enrolled in these learning plans) and his access is coming from any page other than the My Learning Plans page, once he opens the course player page he will see the widget “Learning Plan Navigation” and the associated message in it, and the breadcrumb will appear as the default “Home” -> “My Courses” -> “Course name.”

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