Auto-create learning plans
  • 05 Jul 2023
  • 1 minute to read

Auto-create learning plans


Article Summary

Instead of manually creating learning plans for each of your learners, you may prefer to automatically create learning plans based on a specific template for all members of an audience.

  1. Go to Quick-access menu > Audiences and create a dynamic audience.
  2. Add a rule to select some users.
  3. Go to the Learning plan tab to create new learning plans for all members in the audience.
  4. The Plan template option will allow you to pick the template you want the users' plan to be based on. 
  5. The Exclude users who option lets you define audience members who shouldn’t get a new plan created. If a user meets any of the excluded criteria, a plan won’t be created for them.
  6. The Create new plans as option lets you define the status of newly created plans (draft or active). 
  7. You can also choose to Automatically create a new learning plan for every new user who becomes a member of this audience.
  8. Select Save and create plans.

It may take a few moment for the new learning plan to appear (depending on the frequency of your cron).

When you select Save and create plans, you will see a confirmation dialog explaining how many users will be affected and giving you the chance to confirm. If you continue, the plans will be created and you will get a confirmation message. The history table will also be populated to show what was done.

If no users meet the plan creation criteria i.e. there is no-one in the audience, or all users meet the exclusion criteria, then the confirmation dialog will display No users require having learning plans created, the settings will be saved and the history table will be populated to show what was done.

If the have an existing, automatically created plan based on this template option for the Exclude users who setting is not set, automatic creation of learning plans will not be available.

If a user is removed from the audience any learning plans already created will not be affected.

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.

© Copyright 2024 Totara Learning Solutions. All rights reserved.


Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.