Create a learning plan template
  • 05 Jul 2023
  • 1 minute to read

Create a learning plan template

Article summary

The learning plans your staff create are based on a template created by the Site Administrator. You can have multiple templates set up in Totara Learn. Each of these templates can be in any state (draft, active, or disabled) at any given point, however only active plans can be assigned to learners. One of your learning plans can be marked as the Default template, meaning it is listed first in the dropdown list of available templates when a user is creating a new plan or a new plan is being created for them.

  1. Select Learning Plans > Manage templates from the quick-access menu.
  2. Under the New Template section enter the Name of your template.
  3. Enter the End date of your template. The end date can be used to automatically complete the learning plans created from this template.
  4. Select Save changes. Your new plan is now created, and the next step is to configure the components and workflow you want the learning plan template use.

Once you have created a template you can edit it by clicking the cog icon for that template.

The changes you make to the learning plan template are applied to all existing and future learning plans created using the learning plan template.

Next steps

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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