Update learning plan items
  • 21 Jun 2022
  • 1 minute to read

Update learning plan items


Article Summary

Once learners have started working through the contents of their learning plan, you may want to update the status of different content items. While the status of courses and programs on a learning plan will automatically update based on their completion settings as the learner completes them, you need to update competency and objective statuses manually.

Setting a competency status in a learning plan

As a manager you may need to change the status of a competency in a learning plan. This can be done by following these steps:

  1. Navigate to the learner's learning plan.
  2. Select the Competencies tab.
  3. Set the competency status using the dropdown in the Status column (if you have the required permissions).
  4. If you wish to edit the competency in detail and provide more information about the assessment you can instead click the bar graph icon (Set status) in the Actions column.
  5. Edit the assessor details, assessment type, status, and completion details (including Proficiency achieved date).
  6. Click the Save changes button. 
If the Proficiency achieved date is not manually set then it defaults to the time when the user first achieves a proficient status. If there are multiple proficient values in the competency it won't automatically update unless you select an unproficient value before saving the record and then reselecting a proficient value.

Update a goal status in a learning plan

As a manager you can update the status of a goal on an active learning plan by following these steps:

  1. Navigate to the learner's learning plan.
  2. Select the Objectives tab.
  3. Set the goal status using the dropdown option in the Status column (if you have the required permissions).

C015 - Learning Plans(1)The Totara Academy has a whole course dedicated to using Learning plans in Totara Learn. Here you can learn more on how to use learning plans, see best practice, and give it a go yourself.

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