Disabling Self Enroll for Learning Plans

None that I can see. The only options is to either include in a catalogue or not; and if in a catalogue the user can access, they will be able to enrol.

Have you thought about creating a syllabus type document and then creating a channel called something like, “available learning plans”

Curious, what is the reason you would not want them to enrol in the LP? 

You might also look to see if “locking” the course (setting the course validity period on the course so it’s not visible) might do what you want...havent tried that but you might want to test it to see what effect that has.

Well there will be some earning plans that I would certainly still want them to be able to self enroll. There are just going to be some LPs that are specific to certain roles, and our concern is when we have more people in Docebo, that they will go in and assign stuff to themselves, either on purpose and they don't need it which ends up wasting their time, or they assign it to themselves by mistake thinking it was a different LP, and end up wasting their time as well. 

You can create some level of control if you enable the LP enrolment link and only share that with those that should have the option to enrol into that LP. You would not need to have this in the catalogue as long as you also enable this option under the Advanced Settings:

Advanced Settings > Advanced Options > scroll to the bottom of the page

This will not allow users who should not enrol to see the plan though.

I agree the self-enrol option we have on courses would be great to have on learning plans as well. Did you create an idea for this?

Here’s one I found you can vote on:

​@camponeb I wondering if there is a way to separate out the LPs so that they don’t appear on the dashboard at all. If these are role based, then perhaps having catalogs/channels that support only specific roles, and then pages/menus for those roles. If you want to allow a limited amount of cross-over (say one role wants to uptrain to work in another role) then using Skills to allow that access might be a process.

​@KMallette Thank you for the suggestion! The snag we are running into is that we have quite a few similar job roles/titles, but the difference is in their regional trainings.  For example someone in Texas might have more or less job functions than someone with the exact same title, but who is based in Illinois. Due to that they are going to have some differences in the learning plans that are required of them to advance in their role. The trainers for this branch of our company’s vision is to have everyone be able to see what the regional differences are by being able to go into the learning plans. Our plan was to set up catalogs for each role regionally that the rest of this branch of the company can view.  Then after that, if there is something they are interested, and in pertains to them, we can have them do that Learning plan.  We just don’t want them to go in an accidentally (Or purposefully) enroll themselves into something that they don’t need. 

​@camponeb I’m working on a similar “regional” project and am planning to use groups defined either by by states (assuming that I can build a group with multiple state codes) or by specialties (aka job roles). Not sure which will be the winner in the end. In my case, getting the groups correct will be the key to making my regionalism work.

Maybe you should adjust the labels of your job roles to reflect the regionalism.  Aka “Texas - customer service” or “MidWest - customer service”  … or maybe the other way around so that you can get all of the customer service roles to show up together. 

​@KMallette Great minds think a like! I was planning on adjusting the groups to reflect the regional differences, but I think that will only help with the initial auto enrollments. When they go into the catalog and select a learning plan, they will still be able to self-enroll regardless of their group. I just wish there was a similar toggle for allowing self-enrollment, much like how it is for courses. 

You can create some level of control if you enable the LP enrolment link and only share that with those that should have the option to enrol into that LP. You would not need to have this in the catalogue as long as you also enable this option under the Advanced Settings:

Advanced Settings > Advanced Options > scroll to the bottom of the page

This will not allow users who should not enrol to see the plan though.

I agree the self-enrol option we have on courses would be great to have on learning plans as well. Did you create an idea for this?

Here’s one I found you can vote on:

 

Thank you for showing this as well! I was going to create an Idea, but then I saw this one and decided to hold off since they might delete mine due to being a similar idea. I did vote on this one so hopefully it gets pushed through. 

Hence my suggestion that you need to adjust your catalogs, pages/menus. If you don’t want someone to do something, don’t give them visibility to do it. It might make things a bit more complex in the “design&development” for administrators, but it is ALOT better than having to 1. answer support questions, and 2. clean up their mistakes.

But we want everyone in this department to have the visibility AND not do it. I am already going to be doing the adjusting of catalogs, pages/menu to manage the visibility so departments only see trainings pertaining to their job roles and not for other departments. For my issue, everyone is in the same department, and the trainers in that department would like the learners to have that visibility.  I believe the best workaround would be if there was a toggle.