Add learning plan content automatically

In many cases, you may want users to add content to learning plans manually, but if you have a large site with a lot of users you may want to automatically draw in content using other Totara features.

A diagram displaying a process with eight numbered steps.

To set up learning plans with auto-populated content, follow these steps:

Set up positional and/or organisational hierarchies.

Assign the required positions and organisations to users.

Set up a competency framework and link the competencies to courses.

Link the competencies to the positions and/or organisations you set up in step 1.

Create a learning plan template.

Change the advanced workflow settings to auto-populate competencies into learning plans (the Automatic assignment setting on the Competencies tab).

Create a set or dynamic audience.

Link the learning plan template to the audience.

Course badge 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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