How to Assign Plans to Learners in SimpliTrain

The Plan Assignment feature in SimpliTrain allows organizations to assign specific learning plans to individual learners. Each plan assignment is unique to a single learner, ensuring a personalized learning journey. Once a plan is assigned, it also serves as the method of payment when the learner enrolls in associated classes. 

 

Steps to Assign a Plan to a Learner 

1. Navigate to Plan Enrollment
   
2. Go to the desired plan and click the Create Plan Enrollment button.
3. This action will redirect you to the Create Plan Enrollment page. 

  2. Select the Learner 

1. In the Basic Information section, click the Choose button.
   
   
   
2. A Learner Search pop-up window will appear. 
3. Search for and select the learner’s name from the list. 

3. Set Plan Timelines 

1. Define the Start Date and Expiry Date for the plan.
   
   
2. Optionally, set a Target Completion Date to outline the learner’s expected timeline.
   
   

4. Set the Plan Status 

1. Choose the appropriate Status for the plan from the dropdown menu (e.g., Active, In Progress, or Completed). 

5. Save the Assignment 

1. Click the Save button to finalize the plan assignment. 

 

Key Points to Note 

• Personalized Assignments: Each plan assignment is tied to one learner, ensuring individual tracking and progress management. 

• Clear Timelines: Specifying start, expiry, and target completion dates helps learners stay on plan and manage their goals effectively. 

 

By following these steps, you can efficiently assign learning tracks to your learners in SimpliTrain, enabling them to embark on their personalized educational journeys while maintaining clear timelines and accountability.