My Plan Assigner Tab

Use the My Plan Assigner tab to assign content to

users,

groups, and

advanced groups so that it appears in their My Plan view. My Plan Assigner uses the content specified in the Curricula Builder tab. Use the More Users or the More Groups link to page through long lists. The UI will display up to 24 users or groups at one time.

To view a user or group content assignment, select the name in the list on the left of the screen. The user or group name appears to the right and their directly assigned content appears below. If the user or group has not been assigned any content, then the inherited content appears and (Inherited) appears next to the user or group name. See Inherited and Direct Assignments for additional information.

Note: Learners can only have one directly admin assigned My Plan entry for a specific learning event. Before adding a learning event to a learner's My Plan, be sure that the learning event does not already exist in the learner's My Plan. If a course has already been added to My Plan by a learner or another Administrator, assigning the same learning event again will overwrite that learner's or previous administrator's My Plan assignment. If a learner has already assigned a learning event to my plan and it is overwritten by an admin, the learner will not be able to edit that My Plan assignment.

From the My Plan Assigner page, select the root group, a user, or a group from the list in the hierarchy. The content assigned appears below the list and shows the assignment for the selected user or group.
Click Edit My Plan.
Select the desired content from the list on the left.
Click Assign.
Complete the Goal field if appropriate.
Complete the Due Date fields. If Allow My Plan Due Dates is turned off in the Web Site Switches, this field will not be visible.
Click Submit.

To deassign content, select the content you want to remove and click Deassign.
To return to the main My Plan Assigner screen, click Back to Main.
If Compliance is enabled on your system, the following additional options appear on the My Plan Assigner form and for the learners themselves using the Add to My Plan feature.
- Required - Indicates the learning event is required. Courses marked as required will be used for SARM reporting purposes to differentiate between learning events added to My Plan and learning events that have been added to My Plan that are required.
- Recurrence - The amount of time from the date the learning event was last completed that a learning event will re-appear in My Plan.

Note: Learners can only have one directly admin assigned My Plan entry for a specific learning event. Before adding a learning event to a learner's My Plan, be sure that the learning event does not already exist in the learner's My Plan. If a course has already been added to My Plan by the learner or another Administrator, assigning the same learning event again will overwrite that learners or previous administrators My Plan assignment. If a learner has already assigned a learning event to my plan and it is overwritten by an admin, the learner will not be able to edit that My Plan assignment.

Click Search.
Select either Search by User or Search by Group.
If searching by user, enter the login name, first name, last name, email address or Approval Manager. If searching by group, enter the group name or org code.
- Searching with wildcards: Use an asterisk (*) to represent one or more characters in a search if you are not sure of the course name, course ID, or group name. For example, to search for a course that contains the word "Network", you could type *network*. This will return all courses that have the Network in the course title.
Select the method for ordering search results:
- If you are searching by user, select login name, first name, last name or email address.
- If searching by group, select group name or org code.
Choose to display the first 25 or first 50 rows of search results.
Click Search.
- If results are found, the user or group displayed in the hierarchy. If that user or group exists in a group with other users, the search result shows only the user you specified.
- If no results were found, you are prompted to click Refresh Display to return to the user hierarchy.