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Learning plans

  1. Learning Manager User Guide
  2. Introduction
    1. New features summary
    2. Release Notes
    3. System requirements | Adobe Learning Manager
    4. Adobe Learning Manager reference site (ALM reference site) package for AEM Sites
    5. Learning Manager compliance to GDPR
    6. Accessibility in Learning Manager
    7. Support for custom domain
  3. Get Started
    1. Getting started as Administrator
    2. Getting started as an Author
    3. Getting started as a Learner
    4. Getting started for Managers
    5. Getting started as an instructor in Learning Manager
  4. Administrator
    1. User log in
    2. Add users and create user groups
    3. Add classroom locations
    4. Create course modules, instances, and learning programs
    5. Learning Manager Content Catalog
    6. Content marketplace
    7. Reports
    8. Learning Paths
    9. Learning plans
    10. Manage Learning Manager orders and billing
    11. Job Aids
    12. Certifications
    13. Catalogs
    14. Add users in bulk
    15. Peer accounts
    16. Create and modify skills and levels
    17. AI-based recommendation of courses
    18. Gamification
    19. Customize learner homepage
    20. Badges
    21. Color themes
    22. Learner transcripts
    23. Waitlist & attendance management
    24. Fluidic player
    25. Announcements
    26. Email templates
    27. Adobe Connect integration
    28. Settings
    29. Notifications
    30. iPad & Android tablet users
    31. Getting started as Administrator
    32. Purge users
    33. Tags
    34. Learning Manager Content Catalog
    35. Custom roles
    36. Catalog labels
    37. xAPI in Learning Manager
    38. Monitoring and moderating Social Learning as an admin
    39. Enable full control of shared catalog
    40. Map skill with skill domains
  5. Integration Admin
    1. Migration manual
    2. Learning Manager Connectors
    3. Integrate Learning Manager with AEM
    4. Install Salesforce package in Learning Manager
    5. Install Microsoft Teams connector
    6. Application developer manual
    7. Learning Manager App for Salesforce
    8. Settings
    9. Manage custom roles via CSV files
  6. Authors
    1. User login
    2. Content library
    3. Creating, modify, and publish courses
    4. Catalogs
    5. Job Aids
    6. Adobe Connect integration
    7. Add learning objects in different locales
    8. User notifications
    9. Email templates
    10. How to choose course modules?
    11. Preview as learner
    12. Settings
    13. xAPI in Learning Manager
  7. Instructor
    1. Modules
    2. Managing learners for your session
  8. Learner
    1. Log in
    2. Profile Settings
    3. Catalogs
    4. Courses
    5. Fluidic player
    6. Learning Programs
    7. Certifications
    8. Job Aids
    9. Badges
    10. Skills & Levels
    11. Gamification
    12. User notifications
    13. Announcements
    14. Waitlist & attendance management
    15. Learning Manager app for Salesforce
    16. Adobe Connect integration
    17. Learner App for mobiles and tablets
    18. Social Learning in Learning Manager
    19. Adobe Learning Manager desktop application
    20. Learner home page
    21. Share to Social Learning
    22. System requirements | Adobe Learning Manager desktop application
  9. Manager
    1. User log in
    2. Manager dashboard
    3. Reports
    4. Learning Objects
    5. User notifications
    6. Learner transcripts
    7. Settings
    8. iPad & Android tablet users
  10. Frequently Asked Questions
    1. Frequently Asked Questions for Administrators
    2. Frequently Asked Questions for Authors
    3. Frequently Asked Questions for Instructors
    4. Frequently Asked Questions for Managers
  11. Knowledge Base
    1. Unable to log in to Learning Manager
    2. Learning Summary does not display current data
    3. Unable to upload a CSV
    4. Generate a HAR file
    5. L1 feedback auto popup does not appear
    6. Unable to view certain courses under catalog while creating a Certification
    7. Unable to view certain course under catalog while creating a Learning Program
    8. Issues in retiring a Learning Program
    9. Unable to assign a badge
    10. Session expires in Learning Manager
    11. Unable to search a course
    12. Troubleshoot migration issues
    13. Troubleshoot Learning Manager app issues
    14. Users get auto deleted in Learning Manager
    15. Publishing issues in the EU domain
    16. Unable to register as external user
    17. Okta Active Directory integration with Adobe Learning Manager
    18. Unable to view learners in a course
    19. Unable to view calendar
    20. Module is not marked complete after completing a course
    21. Unable to achieve a skill after completing a course
    22. Radio buttons are missing
    23. Unable to view file submissions in Learning Manager
Внимание:

Learning Manager Learning Programs are renamed to Learning Paths. This change happens immediately after the October 2021 release and the terminology of Learning Path is reflected for all roles.

Creating Learning Plans for Administrators in Learning Manager.

Overview

A Learning Plan is a set of rules, which enrol learners to specified trainings based on certain criteria.

A Learning Plan allows an administrator to automatically assign Courses, Learning Programs or Certifications based on the occurrence of certain events like on-boarding a new employee, or change in designation or location of the employees.

For example, when an employee joins an organization, the New Employee Orientation Program is automatically assigned to the employee. Similarly, if an employee is promoted as a manager, a New Manager Orientation Program is automatically assigned to the employee.

You can enroll learners to any courses and learning programs automatically based on a predefined set of events. You can create learning paths to the learners by automatically assigning a follow-up learning activity after a learner completes a skill, course, or a learning program.

Create learning plans

To create a learning plan, you must log in as an Administrator.

  1. On the left pane, click Learning Plans. If there are any existing events, they are listed on the page. However, if you are setting up the learning plan feature for the first time, then continue to the next step.

  2. On the top-right corner of the page, click Add. In the Add Learning Plan dialog, enter the name of the Learning Plan that an employee must take.

    Add learning plans
    Add Learning Plan dialog

  3. In the Occurs when drop-down list, choose the required event. The options determine when a learner takes the course. After selecting the type of event, select the appropriate training, Courses, Learning Program or Certification.

    Note: Both Administrators and Authors can create auto enrollment events.

    The events are:

    1. New Learner is added: When a new user or an employee joins the organization.

    New learner is added
    New learner is added

    2. Learner gets added to a group: When a new user or an employee joins a group.  Enter and select the user group from drop-down list, to which this event is applicable. You can choose multiple groups. Also, you can assign this event to all the existing members of these groups by selecting the option.

    Learner gets added to a group
    Learner gets added to a group

    This Learning Plan is specifically designed for Custom- Groupe users. Type the name of the group in the field, and using type-ahead search, choose the group or groups.

    3. Learner completes a learning object: The event gets trigerred when a learner completes any learning object such as course, learning program, and so on. Select the learning object for which this event is applicable. Select the completion status for the event. Optionally, you can also choose the user group to which this learner belongs to. Enter the number of days, after completing the learning object, this event gets triggered. Select the option if you want to assign this event to existing users who already completed this learning object. 

    Learner complete a learning object
    Learner completes a learning object

    4. Learner achieves a skill level: Enter the skill name and select the skill level. You can also choose the user group to which this learner belongs to. It is optional. Enter the number of days, after achieving the skill, this event gets triggered. Select the option if you want to assign this event to existing learners who have already achieved this skill.

    Learner achieves a skill level
    Learner achieves a skill level

    Additionally, set the number of days after which the Learning Plan must be assigned to the learners.

    Assign learning after
    Assign learning after

    5. On a specific date: When the events must occur on a specific date. Select the date on which the event must be assigned. Select the user groups for whom the event needs to be auto assigned. Select the instances that need to be assigned, and optionally enter after how many days the event needs to be triggered.

    On a specific date
    On a specific date

  4. For all the events, you can select the instance from the Instance drop-down list. You can also select instances of the assigned Learning for any event.

    Choose instance
    Choose instance

    Бележка:

    In Learning Manager, a Learning Plan creates its own instance, Auto. When you choose a group, for example, All Learners, then by default, all learners in the Learning Plan get enrolled in the instance Auto.

    When you save the learning Plan, the instance Auto appears as an option in the Select Instance drop-down list in the Learners section of a course.

  5. To save the Learning Plan, click Save.

Unenroll from training

When adding a Learning Plan, an Administrator can unenroll users from specific trainings based on certain triggers.

On the Admin app, click Learning Plans > Add.

The next sections represent the triggers where the option Unenroll from Training has been added.

Learner gets removed from a group

  1. Add one or more user groups. In case when multiple groups are selected, the plan is triggered when a learner gets removed from either of the mentioned group.
  2. Choose the action as Unenroll from training
    1. The Admin can choose the trainings from which the user will be unenrolled when removed from user group.
    2. The Instance and Completion Date will not be applicable in this scenario.
Learner gets removed from a group
Learner gets removed from a group

Learner completes a training

  1. Add one or more user groups. In case when multiple groups are selected, the plan is triggered when a learner completes the specified training. 
  2. Choose the action as Unenroll from training.
    1. The Admin can choose the trainings from which the user will be unenrolled when added to user group. 
    2. The Instance and Completion Date will not be applicable in this case.
Learner completes a training
Learner completes a training

Learner gets added to a group

  1. Add one or more user groups. In case when multiple groups are selected, the plan is triggered when a learner gets added to either mentioned group.
  2. Choose the action as Unenroll from training.
    1. The Admin can choose the trainings from which the user will be unenrolled when added to user group. 
    2. The Instance and Completion Date will not be applicable in this case.
Learner gets added to a group
Learner gets added to a group

Learner achieves a skill level

  1. Specify the skill to be achieved.
  2. Add one or more user groups. In case when multiple groups are selected, the plan is triggered when a learner achieves the selected skill.
Learner achieves a skill level
Learner achieves a skill level

On a specific date

  1. Pick the date on which learners should be unenrolled.
  2. Add one or more user groups. In case when multiple groups are selected, the plan is triggered on the date and unenrolls the users, who are a part of the selected groups.
  3. Choose the action as Unenroll from training.
    1. The Admin can choose the trainings from which the user will be unenrolled when unenrolled on the specified date.
    2. The Instance and Completion Date will not be applicable in this case.
On a specific date
On a specific date

Edit a learning plan

After creating a learning plan, Administrator can edit/update the learning plan at any point in time. To Edit, click the name of the learning plan and modify the values in the Edit Learning Plan pop-up dialog that appears. Click Save

Enable a learning plan

By default, all new Learning Plans that you have created are in a disabled state. You must enable a plan for a learner to be assigned to. When you enable the check-box Current Learners, the event gets enabled by itself. 

To enable a learning plan,

  1. From the list of Learning Plans, choose the plan that you want to enable.

    List of learning plans
    List of learning plans

  2. On the top-right corner of the page, click Actions > Enable. This enables the Learning Plan.

Delete a learning plan

To delete a Learning Plan,

  1. From the list of Learning Plans, choose the plan that you want to delete.
  2. On the top-right corner of the page, click Actions > Delete.

Disable a learning plan

To disable a Learning Plan,

  1. Click the tab Enabled.
  2. From the list of Learning Plans, choose the plan that you want to disable.
  3. On the top-right corner of the page, click Actions > Disable. This moves the plan to the Disabled tab.

Filter a learning plan

You can filter Learning Plans according to the type of event that was used while creating a Learning Plan. Click Type and choose any option to display Learning Plans that match the selection.

Filter a learning plan
Filter a learning plan

Frequently Asked Questions

1. How do I setup Learning Manager to configure auto enrollments for on-boarding of new hires?

In the Occurs when drop-down list, choose the option New Learner is added. Then assign the Learning Objects, the instance, and the completion date for the learner. Both Administrators and Authors can create auto enrollment events. Enable the event after creating it.

2. How do I set up a learning plan/auto enrollment for classroom and virtual classroom course?

It is recommended that you setup the course instance with required session details. Then set up a learning plan and map it to the course instance, which has already been created.

3. How do I view the list of learners enrolled into a specific learning plan?

When the instance, Auto, gets created, click Course > Learners, and choose the required instance from the Instance drop-down list.

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