Mapping Users to a Learning Plan

You can map Users to Learning Plans as you create or modify them.

The mapping of Users directly to Learning Plans when there are more than 100 Users involved is done asynchronously. This means that the processing runs in the background until it is complete, and some Learning Plan mapped Users may not be immediately visible on the Users tab until the processing is finished. Subsequent visits to the tab will show the complete list of the Users.

On the ControlPanel:

1. Click next to Advanced Learning.
2. Click Learning Plans.
3. Click to expand the Filters section and search for the Learning Plan you want.
4. Rest your pointer on the Learning Plan, and then click to edit the Learning Plan.
5. Click the Users tab.

If there are Users already mapped to the Learning Plan, they display here. The Mapping column contains an icon that, when clicked, displays information about how a User was mapped to the Learning Plan.

Users can be mapped to Learning Plans:

• Directly – if a User was mapped directly to the Learning Plan either by an Admin, through self mapping, or via Bulk Loader.
• Via Learning Plan(s) – if the User was mapped because they were also mapped to one or more Learning Plans. The Learning Plans involved are listed.
• Via Group(s) – if the User was mapped because they became part of a Dynamic Group that automatically assigned the Learning Plan.
• Job Profile - If the User was mapped to the Learning Plan because of their mapping to a Job Profile.

In the example above, you can see that the User was mapped both directly, and because of a Learning Plan. In the example below, a User was mapped because of a Job Profile.

If you are mapping thousands of Users to a Learning Plan it can take some time. Click the Refresh button to update the page and monitor the progress of Users being mapped to the plan.

Mapping Users Directly to a Learning Plan

To map an User directly to a Learning Plan, on the Add or Edit Learning Plan Users tab:

1. Click Add/Delete User.
2. Click Map to Learning Plan.
3. Search for the Users you want to add to the plan.

   You can search for a particular User or a range of Users using several filters. The more filters you apply, the narrower the search results will be. Likewise, the fewer filters you apply, the broader the search results will be.

   Click Reset before beginning any new search.

   To search for a User:

   1. Click Reset.
   2. Select or click all applicable filters. Each filter is described in the following table:

   Filter	Description
   Usernames Beginning With	Click the first letter of a username or [0-9] to display all usernames beginning with the option you selected. You can also click [Show All] to display all Users.
   Field(s) Containing	Type a Username, First Name, or Last Name, or any combination of the three. You can also type partial usernames, first names or last names if you are unsure of the exact spelling or if you want to broaden your search.
   Users with Status	Select one or more of the following check boxes to search for usernames by status. The more check boxes you select, the broader your search.   Denied Access - Users whose access to the LearnCenter is denied because they have not been approved by an Administrator. They can only access the LearnCenter when an Admin approves them. Pending Approval - Users who are awaiting approval to use the LearnCenter. Approved - Users who have been approved to use the LearnCenter Approved Users can access the LearnCenter. Removed - Users who have been removed from the LearnCenter. Disabled Access - Users who are approved, but who failed logging in multiple times, based on the settings for the LearnCenter password lockout feature. They cannot access the LearnCenter until an Administrator removes the lockout flag on their User accounts. Note: See Customizing the Login Lockout Feature for additional information on setting up the Login Lockout feature. If you do not select any of the check boxes, the search is performed on Users of all statuses except Removed. Note: See Customizing the Login Lockout Feature in online help for additional information on setting up the Login Lockout feature. If you do not select any of the check boxes, the search is performed on Users of all statuses except Removed.
   *User Group	This field displays if you are using the classic Groups functionality. You can search for users who are part of groups. Select (highlight) the group name in User Group box. If you want to further filter by sub group, click Sub Groups and then select the sub group name in the box. Click Show Users to display the members of this group in the User List.
   *Groups	This field displays if you are using the Dynamic Groups functionality. The search text box has a limitation of 100 characters. The default number of Groups displayed in the drop-down list is limited to 50. Type a partial name in the search box and select the Group you want from the drop-down list. Notice that the unique Group Code is listed next to the Group Name in the list.
   Display	Decide how many results you want to display on the page and select it from the Display drop-down list. The default number of records displayed on the page is 50. You can change this by selecting a different number from the Display drop-down list. You can display up to 1000 records.

   3. Click Search. Users matching your search criteria are listed in the User List.
   4. Click the check boxes next to the Users you want, and then click Return Selected.
      or
      Click Return All to return all records and pages. For example, if the search result displays 300 records and the current page displays only first 50 records, clicking Return All returns all 300 records back to the main screen.

You can change the status of the Users now if you want. Additional action icons display when you rest your pointer on a Username.

Icon	Description
	Click this to view or add User performance notes for the User.
	Click this to view all development plans to which the User is assigned.
	Click this to view the User’s profile information.

1. You can assign a due date and view each User's assigned Learning Plans.
2. (Optional) Click the Due Date field to open the calendar.
3. Click the due date on the calendar. It displays in the Due Date field.
4. Click next to a User to display that User's other assigned Learning Plans.

All of the User's assigned Learning Plans are displayed along with a summary of the User's status with regard to completion of the Learning Plan. In the example above, the User is mapped to two Learning Plans. A summary displays and the details are hidden. Users can select one of the following from the Status drop-down list to filter the information in the table:

• All - all Learning Plan items.
• Complete - only completed Learning Plan items.
• Incomplete - only incomplete Learning Plan items.

If you click next to the Learning plan name, the details for the plan display.

The columns include the following information:

Notice that enforced sequencing is in effect for certain items in this Learning Plan because they are numbered in the Order column. If enforced sequencing is enabled for a Learning Plan, Users can only take sequenced items one at a time and in the order set by the Administrator. The next item in the plan will not become enabled until the User completes the current item. However, Users can begin non-sequenced training items at any time.

8. Click Return to Learning Plan when you are finished.

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