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Create a Learning Plan

How to create a new learning plan, add courses, and enrol learners.

(Special access is required, to create a Learning Plan.)

Steps Overview

  1. Open Learning Plans
  2. Creating the Learning Plan
  3. Add Courses
  4. Enrol Users (branches/groups/users)
  5. (Optional) Customise Thumbnail
  6. Important Notes

 

1. Open Learning Plans
  • Admin menu (gear icon) → Learning Plans

2. Creating the Learning Plan
  • Click the green ➕ button, then New Learning Plan.
  • Enter the Title (required) and Description (required).
  • Click Create and Edit.
  • You’ll land on the Learning Plan page.

3. Add courses
  • Open the Courses tab.
  • Click the green Assign courses → select the course(s) → click Assign.
  • (You can return here anytime to add/remove courses.)

4. Enrol learners
  • Open the Enrolments tab.
  • Click Manage enrolments → Enrol users and select users / branches / groupsConfirm.
  • Learners are automatically enrolled in all courses included in the plan.
5. (Optional) Customise Thumbnail
  • Add a thumbnail under in Properties tab under General Settings.

6. Important Notes

  • Can’t see a plan or course to add? Your Power User scope may be limited—contact helpdesk@allaraglobal.com to fix access.
  • See other related articles for info on:
    • Add/Remove courses to a Learning Plan
    • Unenroll users from a Learning Plan etc.