Add content to a learning plan
  • 19 Oct 2022
  • 2 minutes to read

Add content to a learning plan


Learning plans have a number of components that you can add items to. The components are: courses, competencies, objectives and programs. Depending on how the learning plan template has been set up by your Site Administrator, you may have access to all components, or just specific ones.

Below you can see how to add content to a learning plan for each component type.

Courses

  1. Select the Courses tab to view the course options for your learning plan.
  2. Select Add courses to add a course to your learning plan.
  3. Choose the course(s).
  4. Your chosen courses appear in the right-hand column. Select the delete icon to remove a course.
  5. Select Save to add the course(s) to your learning plan.
  6. Once a course has been added you are able to set the Priority and Due date (depending on the template settings).
  7. Select the delete icon to remove a course from your learning plan. 
When there are more than 100 courses in the category, you can only use the search function to select courses.

Competencies

  1. Select the Competencies tab to view the competencies options for your learning plan.
Your Site Administrator can set up your learning plan to work in a specific way. For example, they can choose to allow competencies assigned to your position and/or organisation to automatically appear in your learning plan when created.
  1. Select Add competencies to add a competency to your learning plan.
  2. Choose the competency framework you wish to add competencies from.
  3. Choose the competencies you wish to add.
  4. Your chosen competencies appear in the right-hand column. Select the delete icon to remove a competency.
  5. Select Continue.
  6. When you select a competency with a course assigned as an evidence item, the course(s) are displayed and selected by default. Uncheck the checkbox to prevent the course(s) being added to your learning plan (only possible with optional courses).
  7. Select Save to add the competencies and course(s) to your learning plan.
  8. Once a competency has been added, you are able to set the Priority and Due date (depending on the template settings).
  9. Select the delete icon to remove a competency from your learning plan.

When there are more than 100 competencies in the framework, you can only use the search function to select competencies.

Competencies can have mandatory or optional courses associated with them, however the mandatory courses can't be unchecked.

Objectives

  1. Select the Objectives tab to view the objective options for your learning plan.
  2. Select Add new objective to add an objective to your learning plan.
  3. Enter an Objective title and Objective description.
  4. Set a Priority, if available.
  5. Set a Status, if available.
  6. Select Add objective
  7. Once an objective has been added you are able to set the Priority, Status, and Due date (depending on the template settings).
  8. Select the delete icon to remove an objective from your learning plan.

Programs

  1. Select the Programs tab to view the program options for your learning plan.
  2. Select Add programs to add a program to your learning plan.
  3. Choose the programs you wish to add.
  4. Your chosen programs appear in the right-hand column. Select the delete icon to remove a program.
  5. Select Save.
When there are more than 100 programs in the category, you can only use the search function to select programs.

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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