New Reforge UI: New Plan Manager Tools - Learning Plans

Learning Plans are a new feature, enabled for team plans, that will enable a team's plan manager to assign a set of courses/content to their team members. This is a great way to have standardized curriculum for your team.

Locate the Learning Plans page in the platform navigation menu.

Once you've accessed the Learning Plans page, you will see any previously created Learning Plans and have the opportunity to create, edit and assign any new learning plans for your team.

To create a new learning plan, click the circular Green Navigation Button on the top-right hand corner of your Learning Plan page.

📝 A Title and a Description for your Learning Plan is required.

Once the Learning Plan has been created, you will have the ability to edit details (such as adding a thumbnail), add & edit courses, assign the learning plan to team members and manage learning plan enrollment.

Assign courses, Enroll Users and more:

You will note a circular Green Button on top right-hand side of the page, this button will allow you to assign courses, enroll users and more.

To assign courses, please click on the circular green menu button and select "Assign Courses". This will redirect you to our complete list of courses, artifacts, and guides. You can then add any of these courses to your current learning plan.

• In order to publish your learning plan, you have to make one of the assigned courses, guides or artifacts mandatory.
• For larger teams, Plan Managers have the option to bulk upload users to learning plans using a CSV file
• You cannot assign individual course modules/lessons to learning plans - only the full course.

Click on the "Enroll Users" from the green menu button. This will pull up a list of all of your active Team Members. You can search through your entire team by Username, First Name, Last Name and Email address. Select the team member by clicking the box on the left hand side of their name and click next.

Once you've selected the team member(s) that you'd like to assign the learning plan, you'll be given the option to control the Learning Plan Enrollment attributes. You can make this learning plan Mandatory, Required, Recommended, Optional.

Locate the team member you'd like to unenroll on your list of team members currently assigned this learning plan. Click the ellipses menu button next to their name, a new menu will appear with options to manage their enrollment.

To un-enroll a team member:

Click un-enroll. This will then as you if you'd like to un-enroll this team member from completed courses an or any courses they have currently in progress. Once satisfied with your option, click un-enroll to remove the team member from the current learning plan.

Once the learning plan has been assigned, your team member will receive an email notification and access the plan from their My Learning page.

We are currently working on offering learning plan templates for teams, so please stay tuned!

For any additional questions please do not hesitate to reach out to hello@reforge.com for additional support.