Mandatory Study Plans

 Guide contents and quick links:

• What is a mandatory study plan?

• How do I create a study plan?

• How do I make a study plan mandatory?

• How do automatic reminders work?

• How do I share a mandatory study plan?

• How do I edit a mandatory study plan?

• How do I update study plan sharing?

• How do I remove study plan sharing?

• How do I hide or delete a study plan?

• How do I track progress in organization reports?

• How do I view study plan details?

📚 What is a mandatory study plan?

Mandatory study plans enable organizations to:

• Set study plans as mandatory and assign deadlines to ensure your team completes essential training on time
• Send automatic and manual reminders for completing study plans. Automatic reminders are sent 30, 7, and 1 day before the deadline. Manual reminders can be sent at any time
• Track learning progress effortlessly in the new study plan view with and organizational report that shows completion rates and individual progress

This feature is typically used for:

• Employee onboarding
• Recurring compliance training
• Organizational learning and development

✍️ How do I create a study plan?

1. Go to the Study Plans tab in your profile
2. Click "New Study Plan"
3. Enter a name and click "Create Study Plan"
4. Add training content by clicking the blue bookmark icon next to courses.

⏰ How do I make a study plan mandatory?

1. Click "Edit" and then "Make study plan mandatory"
2. Set a deadline (required)
3. Enable automatic reminders (optional)
4. Click "Save
5. Study plan is now ready to be shared

🔔 How do automatic reminders work?

When a study plan is set as mandatory and has a deadline, users who have not completed it will receive reminders:

• 30 days, 7 days, and 1 day before the deadline
• Sent daily at approximately 8:00 AM (user’s timezone)

Users who have not completed the study plan will also receive notifications when:

• A study plan is changed from non-mandatory to mandatory
• The content or deadline of a mandatory study plan is updated

📤 How do I share a mandatory study plan?

1. Open the study plan from the list
2. Click "Share study plan"
3. Select the audience:
   • All users (also shared automatically with new users)
   • Selected users (choose users from the list)
4. Click "Share study plan"

Users will receive an email notification with a direct link to the study plan

✏️ How do I edit a mandatory study plan?

1. Open the study plan and click "Edit"

2. You can update:

   • Name

   • Deadline

   • Mandatory status

   • Automatic reminders:

     • If disabled, reminders stop immediately

   • Description

   • Content

   • Orders of the courses

3. Save changes by clicking "Save"
   
   

👥 How do I update study plan sharing?

1. Open the study plan from the Study Plans tab
2. Click "Share study plan"
3. Update the audience:
   1. Remove "Share with all users" if switching to selected users
   2. Or add new users
4. Click "Share study plan"

❌ How do I remove study plan sharing?

1. Open the study plan
2. Click "Share study plan"

• Remove sharing from all users by clicking "Stop sharing"
• Remove specific users by selecting them and clicking "Stop sharing"

🗑️ How do I hide or delete a study plan?

1. Open the study plan from the Study Plans tab
2. Click "Hide study plan"
   • Users can still see it, but it is marked as hidden
3. Click "Delete study plan"
   • The study plan is permanently removed and no longer visible to users

📊 How do I track progress in organization reports?

1. Go to Organization Reports
2. Open the Study Plans tab

3. You can:

• Search study plans by name
• Filter:
  • Mandatory / Non-mandatory
• Sort by:
  • Name
  • Number of courses
  • Duration
  • Users
  • Completed / incomplete
  • Deadline

🔍 How do I view study plan details?

1. Go to Organization Reports  ➡️ Study Plans
2. Click a study plan to view:

• User details
• Progress (%)
• Completion date
• Sharing date