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This article applies to:

  • Product: Tax Professionals Learning Center

Create and manage Learning Plans

As an administrator, you can create learning plans to assign a set of courses for a user to complete in sequential order. This is a great way to set prerequisites and keep courses locked until a user completes other courses.

Create a Learning Plan

  1. Log in as an administrator and select the gear to access the Admin menu.
  2. Select
    Learning Plans
    .
  3. Select
    New Learning Plan
     and enter a name, thumbnail, and description for your learning plan. We recommend you also add a unique code to assist with finding the learning plan in searches.
  4. Select
    Confirm
     to finalize your learning plan.

Learning Plan Settings

You can modify settings associated with your learning plan by selecting
Settings
 from a new learning plan. If you want to modify settings for an existing learning plan, select update next to the learning plan you want to edit in the list.
Once in the settings menu you can change modify how many days a learning plan is accessible, the certificates and credits earned for the learning plan, and more.

Adding Courses to a Learning Plan

  1. Go to to the learning plan list and find the learning plan you want to add courses to.
  2. Select the Assign Courses icon on the right.
  3. Select
    Assign Courses
     to open the list of courses that you can assign.
  4. Mark the box next to the individual courses you would like to assign. You can use the search field to assist with locating courses.
  5. Select
    Confirm
    and wait until the progress bar has 100% imported the courses.
  6. Select
    Close
    . The courses you selected should now be listed in the learning plan and available for any users assigned to that learning plan.

Adding Users to a Learning Plan

Users you'll need be assigned to a learning plan to view and enroll in the courses within it. To assign users to a learning plan:
  1. Go to to the Learning Plan list and find the learning plan you want to add users to.
  2. Select Assign Users .
  3. Select
    Assign Users
     to open the list of users that you can assign.
  4. Check the box next to the individual users, user groups, or entire branches you would like to assign. You can also use the search field to assist with locating the users.
  5. Select
    Confirm
    and wait until the progress bar has 100% imported the users.
  6. Select
    Close
    . The users you selected should now be listed in the learning plan and able to access all courses assigned to it as well.