How to create a Learning Plan and assign training to staff

In this guide we will cover how to:

1. Prepare to set up a Learning Plan

2. Navigate to 'Manage Learning Plans'

3. Enter details

4. Choose additional options

5. Save as draft or Publish your Learning Plan

6. Add content to your Learning Plan

 

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1. Prepare to set up a Learning Plan

Before setting up a Learning Plan you need to decide whether or not you need to set up a User Group.

• If you wish to assign a Learning Plan to more than one user you will need to set up a User Group first.
• You may already have a User Group set up for the individuals you wish to assign the Learning Plan to eg Subject Leads in which case you wont need to set up a new group. 

2. Navigate to 'Manage Learning Plans'

• Log into your school manager account.
• Click on ‘Admin’ shown on the landing page at the top to the left of your profile icon.
• Click on Professional Development, and select Manage Learning Plans.
• This is where you will be able view learning plan reports, edit, duplicate, send all staff reminders to complete, and delete.
• To create a new Learning plan, click on ‘Add Learning Plan.’

 

3. Enter details

• Enter a name for your Learning Plan
• Select the user or user group that you would like to assign this Learning Plan to.

• Select the academic year for this Learning Plan
• Select the deadline date for completion

 

4. Choose additional options

• Tick ‘Show on your dashboard’ if you would like this to show on your Learning Plan Dashboard to report on later.
• Tick ‘Enable impact review reports’ if you would like your staff to set learning goals based off the content in this Learning Plan, and to reflect on these goals later. If you choose this option, select length of time between setting and reflection from the drop down. 

 

5. Save as draft or Publish

• If you are adding multiple pieces of content to your Learning Plan, we would recommend pressing 'Save as draft' adding all your content and then pressing publish (this way your users will only receive one email to alert them of their Learning Plan)
• If you're just adding a single item to your Learning Plan, you can click 'Publish'
• The screen will return to the 'Manage Learning Plans' view. Here you can check the status of the Learning Plan via the columns, or make any edits via the 3 dots:

 

 6. Add content to your Learning Plan

• Use the search bar to find the content you wish to add to the Learning Plan

• Click on the Plus icon to add the content to a Learning Plan

• Find and select the Learning Plan you wish to assign the training to - use the 'Search for Learning Plan bar to find this faster. 
• Click the 'Save Selection' button.
• Repeat until you have added the required content to the Learning Plan.
• Unless you have done so already you now need to publish the learning plan. Return to the Manage Learning Plans view and click the 3 dots to reveal the 'Edit' function. Scroll to the bottom and click 'Publish'. Your Learning Plan and its content should now be visible.