How to create and edit Learning Plans in TRAK

This article explains, step by step, how to create and edit Learning Plans in TRAK.

Please note: The creation and editing of Learning Plans are exclusive to Learning Administrators. If you wish to obtain this permission, kindly communicate with your User Administrator. 

What's covered

Creating a new Learning Plan

Editing the Learning Plan

Adding a new Section

Adding an existing Section

Removing a Section

Saving and Publishing a Learning Plan

Quick access menu

Creating a new Learning Plan

TRAK provides Learning Administrators with the ability to create Learning Plans and tailor them according to their audience specific requirements.

Learn about best practices on how to design a Learning Plan here.

In the "Search Learning" section, select the "Create a new learning plan" option. This action will trigger the opening of a new dialog box that will systematically walk you through the process of creating a Learning Plan.

Select a title that accurately represents the primary objective of the Learning Plan (you can edit it afterwards).

Choose a code for the Learning Plan. Make sure that is unique and will help you to easily identify the Learning Plan then select "Create learning plan".

Please note: upon clicking "Create learning plan," the plan will be instantaneously generated in DRAFT mode, albeit currently void of content.

You will be then prompted to the Learning Plan editing page, where you can finalise the remaining details of the Learning Plan.

Editing the Learning Plan

On the Learning Plan editing page, you will encounter various sections designed to assist you in constructing the new Learning Plan and optimising its outcomes.

Within the learning area, you have the ability to generate new sections or incorporate existing ones from another Learning Plan. There is maximum of 15 sections per Learning Plan.

New Section

If you select to create a new Section, please note that the title is mandatory. Once the title has been typed, proceed to click the "Edit or add learning resources" button.
A new dialog will open. Inside the editor, pick the Learning Resources that you intend to include within the section. There is a maximum of 15 Learning Resources per section. You can use the filters to facilitate the search.

Once you have select all the Learning Resources, "Confirm" your choice.

Lastly, click on the button "Add section"

The section will be added to the "Sections" part of the Learning Plan.

Existing Section

If you select to add an existing Section, click on the second option. Choose from the list of existing sections. You can start typing a section title to filter your options.


Then click on "Add Section"

Removing Sections

Sections can be removed by selecting "Remove section" at the bottom of the Section card you wish to remove.

Arranging the Learning Resources within a Section

To rearrange the order of the Learning Resources within a Section, use the arrows at the bottom of the Section cards to edit the sequence.

❗When you make edits to a section that is utilised across multiple Learning Plans, the modifications will automatically propagate and be reflected in all associated Learning Plans.

 

Saving and Publishing a Learning Plan

After completing the editing of Learning Plan details, proceed to click "Save Draft" followed by "Publish."

❗If you don't publish the changes, the live page won't reflect those modifications. However, when a Learning Administrator revisits the Learning Plan for editing purposes, the most recent draft version will be displayed on the editing page.

Quick access menu

On the right side on the Learning Plan editing page, you can find a menu with quick access links to the different segments of the Learning Plan, as well as the history of the Learning Plan.