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This section explains the rules and conditions for starting a Learning Plan from different areas of LearningBuilder.

From the

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Simple Learning Plan List Page

The legacy Learning Plan List is not optimized for the “Workflow Only Learning Plan” use case.

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Eligible to start the Learning Plan?

Learning Plan has one or more Task Groups?

Result of clicking the “Begin” button

Not Eligible

N/A

N/A - no Begin button is shown

Implicitly Eligible

Any

Launches the Grant Role Workflow Popup.

When the popup is submitted, if the Workflow Action resulted in the Grant Role Workflow being Completed Successfully, then the next step is identical to what would happen in the Explicitly Eligible scenario.

(e.g. the user is seamless transitioned from the “Grant Role” process into the “Create Learning Plan” process)

Explicitly Eligible

Yes

Creates a new Learning Plan Instance and redirects to its View Learning Plan page.

No

Creates a new Learning Plan Instance, then handles the “Workflow-Only Learning Plan” scenario.

  • If the current user IS able to work on the current step of the Complete Learning Plan Workflow, then the user stays on the Pathways page and the Complete Learning Plan Workflow Popup opens

  • If the current user IS NOT able to work on the current step of the Complete Workflow, then they are redirected to the View Learning Plan page.

This behavior is NOT affected the “Auto-Start” setting on the Learning Plan Definition. If the Practitioner is beginning this process from the LP list page then is is clear they want to begin the application.

Note

If Practitioners are allowed to start “Workflow-Only Learning Plans”, make sure they can work on the Complete Learning Plan Workflow in its default state. Otherwise, they will be redirected to an empty Learning Plan page with no ability to do anything.

From the

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Admin → Account Profile Page

The My Account (and Admin → Account Profile) page allows an Administrator to begin the Grant Role process to be started for Roles that the Practitioner is eligible to start.Starting one of those Roles on behalf of a Practitioner.

Completing a Grant Role Workflow from this page will result in the automatic creation of a Learning Plan Instance when:

  • The Practitioner is implicitly eligible to start the Learning Plan (matches required Role + Status), AND

  • The Learning Plan Definition is configured to “Auto-Start when eligible”, ANDThe user successfully completes a Grant Role Workflow from the My Account / Account Profile page

This is identical to the behavior on the Pathways page except that it only creates a new Learning Plan Instance if the Learning Plan Definition is configured to auto-start.

This is different from the The Pathways page , which will create the new Learning Plan Instance regardless of that setting.

The reason is that from the Pathways page, the user’s intention to start a specific application is clear. But there is no such clear intention when a Role is granted from the Account pages, where the available applications are not displayed. In that case, the system relies on the configuration to dictate what happens.

Note

The Learning Plan Instance is NOT auto-started when a Practitioner completes their own Grant Role Workflow from their My Account page.

However, the Learning Plan Instance could then be started by the nightly maintenance process.

This is likely a very old implementation defect, which is made less important by the introduction of Pathways which provides a much more user-friendly and intuitive path for starting a new application.