Best practice forum (Archived)

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Friday, 6 December 2013, 3:33 PM
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Simon Coggins
Re: Need help to assign a learning plan to an audience
by Simon Coggins - Sunday, 8 December 2013, 3:18 PM
Group Totara

Hi Liz,

Although it's possible, unfortunately this is rather complex at the moment. What you need to do is:

  1. Assign one or more competencies to positions or organisations. This is done via Site Admin > Hierarchies > Positions > Click framework name > Click position name > Assign competencies
  2. Assign one or more courses to each competency. This is done via Site Admin > Hierarchies > Competencies > Click framework name > Click competency name > Linked courses
  3. In the learning plan template go to Workflow > Custom Workflow then Advanced Workflow settings Competencies tab and check Automatically assign by position/organisation.
  4. If you want Linked courses pulled in too you also need to check "Include linked courses"
  5. After all that's done, creating  plans via an audience should now pull in the courses for each user, based on the ones assigned to the position/organisation that they are in.

As I said a bit complicated at the moment but it is possible!

Hope that helps,

Simon

 

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Sunday, 8 December 2013, 4:12 PM
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Simon Coggins
Re: Need help to assign a learning plan to an audience
by Simon Coggins - Sunday, 8 December 2013, 4:55 PM
Group Totara

Hi Liz,

Bad news I'm afraid.

You are right that the end date is currently static. Normally the end date in the template is just the default date for a user when creating a plan (they can change it) but when the plan is created automatically that is the date that is used.

There is a feature request to add position/organisation to the self registration page but it is not available at the moment.

Also, be aware that if new users join the audience, they won't automatically get a learning plan created - that only happens when you manually go in and trigger the plan creation. There are some options to exclude users who already have a plan so you can rerun it later when the audience changes without creating unwanted duplicates, but it's not an automatic process.

Simon

 

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Sunday, 8 December 2013, 5:15 PM
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Simon Coggins
Re: Need help to assign a learning plan to an audience
by Simon Coggins - Sunday, 8 December 2013, 5:37 PM
Group Totara

There doesn't seem to be a way to do that either. There are some workarounds described here:

https://moodle.org/mod/forum/discuss.php?d=142855

https://moodle.org/mod/forum/discuss.php?d=92958

Alternatively you could create a "User" report builder report, add the "time created" column and sort by that column to get the most recent signups.

Simon