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:

Step 1 Set up positional and/or organisational hierarchies.

Step 2 Assign the required positions and organisations to users.

Step 3 Set up a skill framework and link the skills to courses.

Step 4 Link the skills to the positions and/or organisations you set up in step 1.

Step 5 Create a learning plan template.

Step 6 Change the advanced workflow settings to auto-populate skills into learning plans (the Automatic assignment setting on the Skills tab).

Step 7 Create a set or dynamic audience.

Step 8 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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