Learning Plan Management

Adding Courses to An Existing Learning Plan

March 31, 2025 ksmith

1. Navigate to learn.ue.org. 2. Click the gear icon in the top-right corner to access the Admin Menu. 3. Click "Learning plans" 4. Click on the name of the learning plan y

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Adding Courses to An Existing Learning Plan

1. Navigate to learn.ue.org.

2. Click the gear icon in the top-right corner to access the Admin Menu.

3. Click “Learning plans”

4. Click on the name of the learning plan you wish to edit.

5. Click “Courses”

6. Click the green plus sign.

7. Then, click Assign Courses

8. Click the “Search for courses” field to search for the course.

9. Click the box next to the course title to select it.

10. Click “Assign”

11. Click “Properties”

12. Click “Save changes”

Post June 1st UI Update

Adding Courses to an Existing Learning Plan

Use this guide to add courses to an existing learning plan, save your changes, and recalculate completed enrollments.

Key point

Add courses from the Courses tab of the learning plan, then save your changes and choose how completed enrollments should be recalculated.

Opening Learning Plans

  1. Navigate to the Admin Homepage.
  2. Click Learning plans.
Admin Homepage
Admin Homepage.
Learning plans option
Learning plans option.

Finding the learning plan

  1. Click the Search for learning plans field.
  2. Search for the learning plan you want to update.
  3. Click the learning plan name.
Search for learning plans field
Search for learning plans field.
Learning plan search result
Select the learning plan you want to update.

Opening the Courses tab

  1. Click Courses.
  2. Click the add-course button.
  3. Click Assign courses.
Courses tab in a learning plan
Courses tab in the learning plan.
Add-course button
Add-course button.
Assign courses option
Assign courses option.

Assigning courses

  1. Use the Assign courses panel to find the course you want to add.
  2. Select the course.
  3. Click Assign.
Assign courses panel
Assign courses panel.
Course selected in the Assign courses panel
Select the course you want to add.
Assign button
Assign button.

Saving your changes

  1. After assigning the course, click Save changes.
Save changes button
Save changes button.

Recalculating completed enrollments

After saving, you’ll see a prompt asking how you want to handle learners who are already enrolled in/have previously completed the learning plan.  If you do not want learners who previously completed the learning plan to retake it with the new course(s), do not recalculate the enrollments.  If you do want them to retake it with the new course(s), you’ll need to recalculate the enrollments.

  1. Choose Recalculate all completed enrollments, or choose Recalculate completed enrollments for specific branches and groups.Recalculate all completed enrollments option
  2. If you choose specific branches and groups, click the Branches field and select the branch or group criteria.
  3. Click Next.
  4. Click Confirm.Next button
  5. Click Recalculate.Recalculate button

Getting help from UE

If you have questions about adding courses to a learning plan or recalculating completed enrollments, contact launch@ue.org.

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