Academy - Creating Code-based Learning Plans- How to Guide

Lexipol Learning: Creating Code-based Learning Plans

Once you have created your custom codes in the Code Manager Feature, a great way to track training requirements related to your custom codes is by utilizing the Learning Plan tool. The Learning Plans allow you to setup code based requirements and assign those requirements out to users through the assignment tool.

Platform Terminology:

Classifier: A Classifier is a group of codes. Once you build the Classifier, you can create the codes within that Classifier (Code Group).

System Code and Platform Code: Lexipol has some prebuilt codes in the platform, but most state specific codes or department codes will be considered Custom Codes. No matter if the code is a system code or a custom code, the functionality is the same. A code acts as a filter to tag completions in the platform and route credit to Learning Plan code-based requirements.

Learning Plan: A Learning Plan is one or multiple training requirements that are defined. A Learning plan can hold code-based, or course-based requirements. Once the Learning Plan is built it can be assigned out to users as many times as needed.

Assignment: An assignment allows you to setup a period of time you expect users to complete training in. There are two types of assignments within the Lexipol Learning Platforms. The first is a “Quick Assignment” and the second is a “Learning Plan Assignment”. A Quick assignment allows you to create an assignment and quickly assign 1 or more courses for users to complete by a specific date. Many times Quick assignments are used for weekly or monthly assignments with 1 to 3 courses attached. Learning Plan assignments are generally assigned to users for longer training periods (one, two, or more years) and can be associated with a Credential/License in the platform.

External Training: External Training is Lexipol’s term for any training that takes place outside of the platform. All in-house, hands-on, classroom, or lecture training can be added to the platform as External Training Courses.

Steps for Creating a Code Based Learning Plan within Lexipol Learning Platforms:

Step 1: Build Code Based Learning Plan

Navigation: Admin Drop Down > Assignments & Learning Plans > Create New Learning Plan

Enter a Custom Name for the Learning Plan (Generally this aligns with the Code/Code Requirements you are assigning to your users.

Select Tracking Type:
Basic: allows you to set requirements and assign out to users as needed.

Credential: allows you to create a learning plan that is tied to a credential license. So essentially training associated with a license or a certificate.

Training Categories Section:
The default of the platform is to generate a Course Grouping requirement within a learning plan, but we don’t need a Course Grouping for Code Based Learning Plans. Click remove on the Course Grouping box.

At the bottom of the page, click + Add code-based requirement.

Note: You can add as many code based requirements to a learning plan as needed.

Click Save before exiting.

Step 2: Assign Learning Plan

Navigation: Admin > Assignments & Learning Plans > Manage Existing Learning Plans
Click the Arrow (Assign) on the right side of the screen next to your Code-based Learning Plan

Click Here to Learn More about the assignment tool: https://helpcenter.lexipol.com/lexipol-academies/docs/assignments-learning-plans-and-credentials-overview

Step 3: Managing Learning Plan Assignments

Navigation: Admin > Assignments & Learning Plans > Manage Existing Assignments

Locate your code based assignment and click on the eye icon to the right to view the assignment and monitor progress.

Next Steps & Additional Resources:

Assignments and Learning Plans: https://helpcenter.lexipol.com/lexipol-academies/docs/assignments-learning-plans-and-credentials-overview

External Training- How to Guide: https://helpcenter.lexipol.com/lexipol-academies/docs/assignments-learning-plans-and-credentials-overview

How to Create Courses- Custom Course Tool Overview : https://helpcenter.lexipol.com/lexipol-academies/docs/assignments-learning-plans-and-credentials-overview

Webinar Video: https://lexipol.wistia.com/medias/27w524hk5i