The Learning Plan Overview Popup is similar to the Workflow Overview Popup but contains extra information to summarize an entire Application, rather than a single entity.

Accessing the Overview popup

The Overview popup is accessible from the “meatballs” menu that appears in the upper-right corner of a Learning Plan.

The overview displays two or more sections of information:

One panel of information about the Member Role that owns the Application
One panel of information about the Application itself (specifically, its Complete Learning Plan Workflow Instance)
One panel of information for each Activity Instance on the Application

Detail vs Summary

There are two different “views” that can be accessed:

Detail
Summary

Typically, the Summary view is configured to display a high level summary of the most important information, and the Detail view is configured to display a comprehensive list of all attributes.

The fields that show up in each view are managed by Entities and Entity Views

Printer friendly

There is also a print friendly view that displays the data so that it can be printed. The print view automatically expands all of the collapsible regions and formats the table for printing.