Learning plan workflows
  • 05 Jul 2023
  • 1 minute to read

Learning plan workflows

Article summary

A learner and their manager will typically have access to a learner's learning plan. When creating a learning plan template you can select a workflow. This controls who is able to perform the different tasks related to setting a learning plan up, including:

  • Adding courses, competencies, objectives and programs
  • Approving a plan
  • Completing a plan

There are three preset workflows to choose from, and the option to create your own custom workflow.

Basic workflowThis is a simple manager-driven workflow. Options such as due date and priority on courses, competencies, and programs, are turned off.
User-driven workflow
In this workflow the learner primarily has control of the learning plan. The manager is able to view the plan, but is not able to make any changes.
Manager-driven workflow
In this workflow the manager assigns content to their staff’s learning plan. The learner can request that content is added, but everything requires manager approval.
Custom workflow
Allows you to customise all the learning plan workflow settings to meet your requirements. See Advanced workflow settings to learn more about custom workflow settings.

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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