Creating & Configuring Learning Plans

Use this guide to create, configure, and publish learning plans.

Key Point

Learning plans are best used when learners need to complete multiple courses as part of a structured learning path. Learning plans support sequencing, prerequisites, certificates, self-registration, deadlines, and retraining cycles.

Understanding When To Use Learning Plans

Use Direct Course Enrollment	Use A Learning Plan
One or a few courses	Multiple courses
No sequencing required	Prerequisites or sequencing required
Mandatory courses only	Optional and mandatory courses

Understanding The Learning Plan Workflow

Step	Purpose
Create The Learning Plan Shell	Create the learning plan record.
Configure Settings	Configure enrollment, deadlines, certificates, and retraining.
Add Courses	Build the learning path.
Configure Course Options	Set prerequisites and mandatory courses.
Publish	Make the learning plan available to learners.

Creating A Learning Plan Shell

The first step in creating a learning plan is creating the shell that will hold your courses and enrollment settings.

Select Learning Plans from the Content and Delivery section.

2. Click New/Assign.

3. Select New Learning Plan.

Enter the learning plan information.

Code: Internal identifier for administrators.
Title: Visible to learners.
Short Description: Appears below the title.
Description: Additional information, links, and instructions.

Click Next.
Enter your institution name.
Click Create And Edit.

Configuring Learning Plan Settings

Review the available settings before adding courses or enrolling learners.

Setting	Use When
Summary And Languages	Edit titles and descriptions.
Additional Fields	Manage institution name and branch code.
Enrollment Options	Create self-registration/enrollment links.
Time Options	Configure deadlines and validity periods.
Catalog Options	Display learning plans in catalogs.
Content Retraining	Require recurring completion.

Summary And Languages

Use this section to update the learning plan title, short description, and detailed description after the learning plan has been created.

General Settings

Most settings in this area are read-only. The primary editable field is the learning plan code.

Learning Plan Additional Fields

Use this section to update your institution name and add your institution’s branch code.

Enrollment Options

Use Enrollment Options to create a self-registration/self-enrollment link for the learning plan.

Important

Self-registration links only work after the learning plan has been published.

Enable the checkbox labeled Enable The Enrollment Link For This Learning Plan, then copy the generated URL and share it with learners.

Time Options

Use Time Options to control deadlines and access periods.

Setting	Purpose
Enrollment Validity Period	Determines how long learners can access the learning plan before it locks.
Soft Deadline	Displays a due date without preventing access after the deadline.

Catalogs And E-Commerce

Enable this option if you want the learning plan to appear in the course catalog so learners can locate and enroll in it.

Content Retraining

Content retraining allows learners to reset and retake the learning plan on a recurring schedule.

Important

Content retraining deletes completion records for the learning plan. Unlike archiving completions, this action permanently removes learner completion history.

Use the plus sign to select how often learners need to retake the learning plan.

Adding Courses To A Learning Plan

Select the Courses tab.
Click Assign Courses.
Search for the courses you want to include.
Select one or more courses.
Click Assign.

Configuring Mandatory Courses And Prerequisites

Configure how learners progress through the learning plan after courses have been added.

Option	Purpose
Mandatory Courses	Required for learning plan completion.
Optional Courses	Available but not required.
Prerequisites	Require learners to complete courses in a specific order.

Reviewing Your Learning Plan

Check	What To Confirm
Courses	All required courses have been added.
Course Types	Mandatory and optional courses are configured correctly.
Prerequisites	Course sequencing is configured as intended.
Enrollment Link	Enabled if learners will self-register.
Certificates	Enabled if learners should receive certificates.

Publishing A Learning Plan

Important

Learners cannot self-register, self-enroll, or access the learning plan on their learning homepage until the learning plan has been published.

Return to the Properties tab.
Select the status dropdown in the bottom-right corner.
Choose Published.
Click Save Changes.

Getting Help From UE

If you are unsure how to complete this process, contact the UE Learning Enablement Team at launch@ue.org.

Learning Plans

Creating & Configuring Learning Plans