PeopleSoft 9.1 Enterprise Learning Management PeopleBook

Managing Learning Plans

This chapter provides an overview of learning plans and discusses how to:

Manage personal learning plans.
Manage team learning plans.
Administrate learning plans.

Understanding Learning Plans

PeopleSoft Enterprise Learning Management enables you to create one or more learning plans for a learner. Learning plans can be created and updated in three ways:

By learners through self service.
By managers through self service.
By learning administrators through an online component.

Learners, managers, and administrators can attach catalog items, activities, and programs to learning plans. In addition, learners, managers, and administrators can define and update the attributes for each learning item within a learning plan such as status, priority, and target completion date.

Managing Personal Learning Plans

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Pages Used to Manage Personal Learning Plans

Page Name	Definition Name	Navigation	Usage
Learning Plans - Current Learning Plans	LM_LPLN	Self Service, Learning, Learning Plans, Learning Plans	Create and update personal learning plans.
Learning Plans - Learning Plan History	LM_LPLN	Click the Learning Plan History link on the Learning Plans - Current Learning Plans page.	Review completed personal learning plans.
Learning Plan Details	LM_LPLN_DTL	Click the Details link on the Learning Plans - Current Learning Plans page. Click the <Learning Plan Title> link on the Learning Plans - Learning Plan History page.	View and update personal learning plan details.
Select Learning Plans	LM_LPLN_SEL	Click the Add to Plan link on the Search Catalog page. Click the Add to Planbutton on the <Catalog Item Name> page.	Add learning items to personal learning plans.

Creating and Updating Learning Plans

Access the Learning Plans - Current Learning Plans page (Self Service, Learning, Learning Plans, Learning Plans).

Learners can use this page to view current learning plans and create new learning plans.

Title	Lists the title of a learning plan. Learners can edit titles of learning plans that they assign. The titles of learning plans assigned by managers and administrators are display only.
Status	Displays the current status of each learning plan. Learners can edit the status of learning plans that they assign. Valid values are: Active: The learning plan is active and can have new learning items added to it. Inactive: The learning plan is inactive and cannot have any new learning items added to it. Complete: When you select this value, the system moves the learning plan to the Learning Plans - Learning Plan History page. The status of learning plans assigned by managers and administrators are display only.
Default	Indicates which learning plan is the learner's default learning plan.
Date	Displays the date on which each learning plan was assigned to the learner.
Assigned By	Lists the person who assigned each learning plan to the learner. You can click a name in this column to access the User Profile page for the person.
Details	Click to access the Learning Plan Details page for the learning plan where learners can view the learning items associated with their plans and add new learning items. See Viewing and Updating Personal Learning Plan Details.

Reviewing Completed Learning Plans

Access the Learning Plans - Learning Plan History page (click the Learning Plan History link on the Learning Plans - Current Learning Plans page).

Learners can use this page to view a record of their completed learning plans within a specified date range.

Title	Displays the titles of the learners completed learning plans. Click a title to access the Learning Plan Details page for the learning plan where you can view details about the completed learning plan.
Assigned By	Lists the person who assigned each learning plan to the learner. You can click a name in this column to access the User Profile page for the person.
Status	Displays the status of the learning plan.
Completed	Displays the date on which the learning plan was completed.

Viewing and Updating Personal Learning Plan Details

Access the Learning Plan Details page (click the Details link on the Learning Plans - Current Learning Plans page).

Learners can use this page to view the activities, catalog items, and programs associated with their learning plans. For current learning plans, learners can use this page to add new learning to their learning plans and access the <Activity Name> page to manage the activities associated with their learning plans.

Title	Lists the titles of the learning items in the learning plan. Learners can click a title to access the Catalog Item Details page, Activity Details page, or Program Details page according to the type of learning item it is.
Type	Displays the type of learning for each item in the learning plan. For activities, this column displays the delivery method.
Status	Displays the current status of the learning item. All new learning items begin with a status of Planned. This status changes according to the action taken for the learning item, such as enrollment or registration. Note. This does not represent the status of the entire learning plan.
Priority	Lists the priority for each learning item. Learners can edit this field only for learning items that they add. Note. This field is informational only.
Required	Select to indicate that a learning item is required. Learners can edit this option only for learning items that they add. Note. This field is informational only.
Target Completion	Enter the date on which the learning item should be completed. Learners can edit this option only for learning items that they add. Note. This field is informational only.
Assigned By	Lists the person who assigned each learning item to the learning plan. You can click a name in this column to access the User Profile page for the person.
Action	Lists a button for the next available action for the learning item. Learners can click the button to take that action for the learning item.
Delete	Click the icon in this column to delete a learning item from the learning plan. The icon is available only for learning items added by the learner.
Add New Learning to Plan	Click to access the Search Catalog page where you can search and select learning items to add to the learning plan. Note. This link is available only for active learning plans.

Adding Learning Items to Personal Learning Plans

Access the Select Learning Plans page (click the Add to Plan link on the Search Catalog page).

Learners can use this page to select the learning plan to which they want to add a learning item.

Select	Select this check box next to the learning plans to which you want to add the learning item.
Title	Displays the titles of the learner's learning plans.
Default	Indicates whether a learning plan is the learner's default learning plan.
Target Completion	Enter the date on which the learning item should be completed. Note. This field is informational only.
Priority	Select the priority for the learning item. Note. This field is informational only.
Required	Select to indicate that a learning item is required. Note. This field is informational only.

Managing Team Learning Plans

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Pages Used to Manage Team Learning Plans

Page Name	Definition Name	Navigation	Usage
Team Learning Plans - Current Learning Plans	LM_LPLN_MGR	Manager Self Service, Team Learning, Team Learning Plans, Team Learning Plans	Review current learning plans for team members.
Team Learning Plans - Learning Plan History	LM_LPLN_MGR	Click the Learning Plan History link on the Team Learning Plans - Current Learning Plans page.	Review completed learning plans for team members.
Team Learning Plans	LM_LPLN_MGR_SEL	Click the Update Learning Plans link on the Team Learning Plans - Current Learning Plans page.	Create and update learning plans for team members.
Learning Plan Details	LM_LPLN_DTL	Click the <Learning Plan Title> link on the Team Learning Plans - Current Learning Plans page. Click the <Learning Plan Title> link on the Team Learning Plans - Learning Plan History page.	Update team learning plan details.
Select Learning Plans	LM_LPLN_SEL	Click the Add to Plan link on the Search Catalog page. Click the Add to Planbutton on the <Catalog Item Name> page.	Add learning items to team learning plans.

Reviewing Current Learning Plans for Team Members

Access the Team Learning Plans - Current Learning Plans page (Manager Self Service, Team Learning, Team Learning Plans, Team Learning Plans).

Managers can use this page to view the current learning plans of their team members. By clicking the Update Learning Plans link, managers can update existing learning plans or create new ones.

Learner	Lists the name of each team member.
Title	Displays the titles of the learning plans for your team members. Click a link in this column to access the Learning Plan Details page for the learning plan.
Assigned By	Lists the person who assigned the learning plan. You can click a name in this column to access the User Profile page for the person.
Update Learning Plans	Click to access the Team Learning Plans page where you can create new learning plans for team members, update existing learning plans for team members, or add learning items to team members' learning plans. See Creating and Updating Learning Plans for Team Members.

Reviewing Completed Learning Plans for Team Members

Access the Team Learning Plans - Learning Plan History page.

Managers can use this page to view records of their team members' completed learning plans within a specified date range.

Learner	Displays the name of the team members with completed learning plans.
Title	Displays the titles of team members' completed learning plans. You can click a title in this column to access the Learning Plan Details page for a completed learning plan.
Assigned By	Lists the person who assigned each learning plan to the learner. You can click a name in this column to access the User Profile page for the person.
Completed	Displays the date on which the learning plan was completed.

Creating and Updating Learning Plans for Team Members

Access the Team Learning Plans page (click the Update Learning Plans link on the Team Learning Plans - Current Learning Plans page).

Managers can use this page to add new learning plans for team members or to add learning items to their team members' existing learning plans.

Select	Select next to the team members for whom you want to add new learning or create new learning plans.
Employee ID	Displays the employee ID for each team member.
Name	Displays the name of each team member. Click a name to access the User Profile page for a team member.
Job Title	Displays the job title for each team member.
Hire Date	Displays the hire date for each team member.
Add New Learning to Plan	Click to access the Search Catalog page for learning to add to the learning plans of the selected team members.
Create New Learning Plan	Click to access the Add Learning Plan to Learner group box where you can create new learning plans for the selected team members.

Add Learning Plan to Learner

Learning Plan Name	Select an existing learning plan to add for the selected team members.
Create	Click to create a new learning plan to add for the selected team members.

The titles of learning plans that you add for multiple team members are shared by those team members. If the title of the shared learning plan is changed, the change is visible to any team members that share the learning plan. Only the learning plan name is shared, not the learning plan details.

Updating Team Learning Plan Details

Access the Learning Plan Details page (click the <Learning Plan Title> link on the Team Learning Plans - Current Learning Plans page).

Managers can use this page to view the activities, catalog items, and programs associated with team member learning plans. For current learning plans, managers can use this page to add new learning to learning plans and access the <Activity Name> page to manage the activities associated with the learning plans.

This page is identical to the Learning Plan Details page accessed through the Learning Plans - Current Learning Plans page.

See Viewing and Updating Personal Learning Plan Details.

Adding Learning Items to Team Learning Plans

Access the Select Learning Plans page (click the Add to Plan link on the Search Catalog page).

Managers can use this page to select the learning plan to which they want to add a learning item.

This page is identical the Select Learning Plans page that learners can access through self service.

See Adding Learning Items to Personal Learning Plans.

Administrating Learning Plans

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Pages Used to Administrate Learning Plans

Page Name	Definition Name	Navigation	Usage
Maintain Learning Plans - Find Learner	LM_LPLN_ADM	Enterprise Learning, Learner Tasks, Maintain Learning Plans	Maintain learning plans.
Maintain Learning Plans - Current Learning Plans	LM_LPLN	Click the View Learning Plans link for a specific learner on the Maintain Learning Plans page.	Create and update learning plans for learners.
Maintain Learning Plans - Learning Plan History	LM_LPLN	Click the Learning Plan History link on the Maintain Learning Plans - Current Learning Plans page.	Review completed learning plans for learners.
Learning Plan Details	LM_LPLN_DTL	Click the Details link on the Maintain Learning Plans - Current Learning Plans page. Click the <Learning Plan Title> link on the Maintain Learning Plans - Learning Plan History page.	View a learner's learning plan details.
Select Learning Plans	LM_LPLN_SEL	Click the Add to Plan link on the Search Catalog page. Click the Add to Plan button on the <Catalog Item Name> page.	Add learning items for learners.

Maintain Learning Plans

Access the Maintain Learning Plans - Find Learners page (Enterprise Learning, Learner Tasks, Maintain Learning Plans).

Learning administrators can use this page to add new learning items to learners' learning plans and to add new learning plans for learners. They can also use it to access the current learning plans for a learner.

Learner Search Details

Use this group box to search for learners that meet the search criteria you specify. When you click Search, the system populates the Select Learner group box with the learners who meet your search criteria.

Select Learner

This group box displays the learners that meet the search criteria you specify in the Learner Search Details group box.

Select	Select next to the learners for whom you want to add new learning or create new learning plans.
Learner ID	Displays the learner ID for each learner.
Employee ID	Displays the employee ID for each learner.
Name	Displays the name of each learner. Click a name to access the User Profile page for a learner.
Job Title	Displays the job title for each learner.
Hire Date	Displays the hire date for each learner.
View Learning Plans	Click to access the Maintain Learning Plans - Current Learning Plans page for a learner. See Creating and Updating Learning Plans for Learners.
Add New Learning to Plan	Click to access the Search Catalog page for learning to add to the learning plans of the selected learners.
Create New Learning Plan	Click to access the Add Learning Plan to Learner group box where you can create new learning plans for the selected learners.

Add Learning Plan to Learner

Learning Plan Name	Select an existing learning plan to add for the selected learners.
Create	Click to create a new learning plan to add for the selected learners.

The titles of learning plans that you add for multiple learners are shared by those learners. If the title of the shared learning plan is changed, the change is visible to any learners that share the learning plan. Only the learning plan name is shared, not the learning plan details.

Creating and Updating Learning Plans for Learners

Access the Maintain Learning Plans - Current Learning Plans page (click the View Learning Plans link for a specific learner on the Maintain Learning Plans page).

Learning administrators can use this page to create and update learning plans for a specific learner.

Title	Lists the title of a learning plan. Learning administrators can edit titles of learning plans that they assign. The titles of learning plans assigned by managers and learners are display only.
Status	Displays the current status of each learning plan. Valid values are: Active: The learning plan is active and can have new learning items added to it. Inactive: The learning plan is inactive and cannot have any new learning items added to it. Complete: When you select this value, the system moves the learning plan to the Learning Plans - Learning Plan History page. The status of the default learning plan is always Active and not editable.
Default	Indicates which learning plan is the learner's default learning plan.
Date	Displays the date on which each learning plan was assigned to the learner.
Assigned By	Lists the person who assigned each learning plan to the learner. You can click a name in this column to access the User Profile page for the person.
Details	Click to access the Learning Plan Details page for the learning plan where learning administrators can view the learning items associated with the learner's plans and add new learning items. See Viewing a Learner's Learning Plan Details.

Reviewing Completed Learning Plans for Learners

Access the Maintain Learning Plans - Learning Plan History page (click the Learning Plan History link on the Maintain Learning Plans - Current Learning Plans page)

Learning administrators can use this page to view a record of the learner's completed learning plans within a specified date range. This field on this page are identical to the ones on the Learning Plans - Learning Plan History page.

See Reviewing Completed Learning Plans.

Viewing a Learner's Learning Plan Details

Access the Learning Plan Details page (click the Details link on the Maintain Learning Plans - Current Learning Plans page).

Learning administrators can use this page to view a learner’s learning plan details. For current learning plans, learning administrators can use this page to add new learning to the learners’ learning plans and access the <Catalog Item Name> link to manage the catalog items or activities associated with the learning plans. Learning administrators can also access the <Program Name> link to manage the programs associated with the learning plans.

This page is identical to the Learning Plan Details page accessed through the Learning Plans - Current Learning Plans page.

See Viewing and Updating Personal Learning Plan Details.

Adding Learning Items for Learners

Access the Select Learning Plans page (Click the Add to Plan link on the Search Catalog page).

Learning administrators can use this page to select the learning plan to which they want to add a learning item for a learner.

This page is identical the Select Learning Plans page that learners can access through self service.

See Adding Learning Items to Personal Learning Plans.