/
Learning Plan Overview Popup

Learning Plan Overview Popup

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.

Related content

Learning Plan Types
Read with this
Workflow Overview Popup
Workflow Overview Popup
More like this
Learning Plan Features
Learning Plan Features
Read with this
Learning Plan Details Pane
Learning Plan Details Pane
More like this
Learning Plan Date Formats
Learning Plan Date Formats
Read with this
Learning Plan List Page (Legacy, Practitioner view)
Learning Plan List Page (Legacy, Practitioner view)
More like this