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Edit Learning plans

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If you are a community admin or system admin, you can edit an existing learning plan on the Learning plan editor screen. 

To access the Learning plan editor screen:

  1. In the Admin Panel , click Edit Learning plans.
    All learning plans on the company instance appear

    Screenshot 2019-08-16 at 12.58.30.png
  2. Click Edit to the right of the learning plan you want to edit.
    Screenshot 2019-08-16 at 12.59.19.png

    System admins can only edit learning plans they have access to.


    The Learning plan editor screen appears.
    Screenshot 2019-08-12 at 11.16.16.png

To access the Learning plan editor screen as a system admin or community admin from a community:

  1. Expand the sidebar and click Communities.
    The Browse page appears. 
    Screenshot 2019-08-16 at 14.19.15.png

  2. Select a community.

  3. On community homepage, click Settings.
    Screenshot 2019-07-01 at 15.44.31.png

  4. On the left-hand menu, click Learning plans.
    A list of learning plans for the community appears.

    Screenshot 2019-08-09 at 13.24.58.png
  5. Click Edit, on the right of the learning plan.

The Learning plan editor screen appears.

Screenshot 2019-08-12 at 11.16.16.png

The Learning plan editor

The Learning plan editor consists of 6 tabs: 

Tab

Description

General

Edit general learning plan details, such as title, description, and cost.

Content

Add content to the learning plan and remove content from the learning plan.

Visibility

Update the visibility settings for the learning plan.

Reporting

Download a CSV report containing, user ID, name, learning plan start date and end date.  

Survey

Update an existing survey or add a new one to the learning plan.

Expiry

Manage expiry, deadline, and notification settings.