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How Do You Handle Learning Plans After Completion?


Greetings!

I’m curious how you all are handing Learning Plans after completion. 

Our learning plans change occasionally. When I add a course to a learning plan, learners who had previously completed the plan were set back to In Progress and required to take the new course. That wasn’t how our previous LMS worked, so I wasn’t prepared for that.

I have chosen to remove a learner from a plan once they complete it and give them a badge to mark the completion. But that adds to my manual tasks. 

I could choose not to update plans, instead making a new plan every time a change is needed. That also would create manual work, as I would have to change Enrollment Rules every time a plan changed.

Would you share how you are handling this issue? Especially if you’ve come up with a different solution?

Many thanks!

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12 replies

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Commenting as I am curious! I think I would actually like being able to show it as In Progress if there were changes as it would alert users to the change - maybe updating the description to show what was changed or added? But that’s because we primarily have product training content so it makes sense to say “hey it’s changed because the product was updated.”


JEntis
Helper I
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  • Helper I
  • 163 replies
  • May 19, 2023

We struggle with this as well, however when adding new material to a LP it doesn’t affect that learner’s previous completion (that date still stands). The only thing that changes is the percentage of that learner’s completion if they go look at the learning plan. So far we haven’t gotten too much in the way of emails about this, generally once people complete that LP they move on to other things and don’t look back, but maybe that’s just our learners, lol.

We were advised by Docebo to NOT unenroll people who have completed the learning plan because that’ll wipe out their completion data. Our learners are awarded a badge too though and that wouldn’t be affected by any unenrolling.


That makes sense, @elainethetrainer. Our Learning Plans are mostly for new employee orientation. Employees past their orientation are usually informed of changes in other ways.


JeanetteMcVeigh
Hero II
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Hi. I have a question and a thought.

  1. Q: are the users that already completed the Learning Plan required to take the new course(s) you have added to be considered complete? Because that is what the system is expecting. If they are not, consider #2
  2. Thought - sometimes, putting the training materials from all the separate courses from the LP into one course can work. 
    • Currently - LP has course A and course B in it. Course A and Course B only have one training material each. User enrolls in LP, completes Course A & Course B and they are marked complete. You add Course C and now they are now “In Progress” for the LP because they have not done Course C. Hence your dilemma.
    • Idea - add all of the training materials in Course A and Course B into a new course, Course J. You can organize in folders if you wish in the course if that is needed.  People complete Course J. They are 100% complete with Course J.
      You now add one more training material to Course J. Users still show Complete on reports, but only at 66.66% (assuming you only add one more training material (total of 3 training materials, they already had completed the first 2).

Hope this helps...just thought it might work for you as it has for us.  Good luck! Jeanette


JEntis wrote:

We were advised by Docebo to NOT unenroll people who have completed the learning plan because that’ll wipe out their completion data. Our learners are awarded a badge too though and that wouldn’t be affected by any unenrolling.

That’s a good point, @JEntis. Learners are also enrolled in each course in the learning plan, and I retain the course records even when I remove a learner from a plan. My method wouldn’t work otherwise. 

But removing learners from the plan means I can’t run one report to show everyone’s progress in the plan. I have to run an In Progress report for learners currently in the plan, and a Completed report for learners who have been awarded the badge. So there is where wiping out the completion data is a pain.


Thanks, @JeanetteMcVeigh! You’re right -- we don’t expect learners to go back and take new content in the plan. I had been pondering putting all the materials into one course, so your suggestion may be the way to go, at least for some of our learning plans.


dklinger
Hero III
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  • Hero III
  • 1682 replies
  • May 19, 2023

@JenWadsworth - good morning and a happy Friday to you.

You may want to consider how “elastic your containership” us (just coined that right here and now). As @JeanetteMcVeigh brings up? A better fit in Docebo when you are looking for a container to remain at completion even with newer training materials added is a course. There are downsides to that - it can get really interesting to folks that have already taken the course to come back in and see the training material change under their feet.

But an LPs status changing based on an addition of a course? We call that a feature...and welcome it!

Last note - I do think and it is a more important point? All learning objects and containers need to have some type of life cycle to them. They need to be curated or your team will suffer from #hotmess and #thatsnotmyproblem. LPs should probably be broken out into a few categories for teams: Short-term, long-term, onboarding...etc. and then you establish an SOP surrounding the handling of each.

LP statuses lose their value in my business overtime with short term deployments of curriculum. They have more value with longer term. And I would suggest not messing with deprecating LPs that are related to onboarding to support compliance and legal years into your implementation.


  • Newcomer
  • 3 replies
  • May 19, 2023

We have to create new LPs when we change courses. This is also the best way to tell what courses were required at the time the person was enrolled. In the description we list the courses and the date range the LP was active from. 

The downside is the LP page isn’t filterable, so down the line we may have hundreds of LPs to sift through, but it’s better than losing completion data or having learners in courses they don’t need to be in. Hopefully Docebo will incorporate better sorting/filtering for the LP page in the future.


hwolfehall
Helper I
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  • Helper I
  • 226 replies
  • May 19, 2023

Absolutely.  There should be versioning similar to course updates.  Something like an option when updating/changing a Learning Plan - apply to all, apply to enrolled, apply to In Progress, apply to Completed.  That way you could control in which situations you WANT that change to be mandated based on the learner’s status in the Plan.  


  • Novice III
  • 26 replies
  • May 22, 2023

We have the same problem right now - what we were trying to do is mark the old LP as “old” and create a new, updated Learning Plan. However, when people search for it, they still get confused and try to enroll in the LP called “this is the name of the LP - old”. So we were actually wondering if it made sense to  erase the old LP, while keeping all the course records to prove completion. 

It would be great if we could “deactive” a Learning Plan like a course, keep te records but dont show it anymore


  • Novice III
  • 11 replies
  • August 17, 2023

Thank you for posting this question. This just happened to our LP as well and I went well that was not what I expected. I added one course to an LP and now 89 folks have been enrolled in the course. Thank you to everyone for the suggestions, I think creating a new LP will be beneficial in the event we have several course updates.  


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Industry standards uses some versioning functionality with impact logic options at the time of versioning for the currently enrolled users based on the completion status at the time of versioning.

  1. major version triggers enrollment impact logic
    1. always affects "in progress" completion track
  2. yes/no toggle affect for "completed" completion track
  3. minor version no changes to enrollment status.
  4. update without versioning = no changes to enrollment status

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