/
Learning Plan Overview Popup

Learning Plan Overview Popup

Owned by Seth Petry-Johnson
Feb 25, 2021
2 min read

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.