Learning Plan Requirements and Limits

This page was copied from the LearningBuilder Help Site on 11/4/2021.

The Learning Plan Requirements and Limits are used to define requirements that a practitioner must meet before the Learning Plan is considered Practitioner Complete and can be submitted. These requirements are in addition to any requirements defined in the Learning Plan Requirements Model Settings. When requirements and limits are defined, they appear on the learning plan. Below is an example:

Open

To update these settings, do the following:

1. Find a Learning Plan to Edit.

2. The Requirements Model settings will be collapsed, below and to the left of the Show Details link. Click the [+] to expand the settings.

3. Click either [Add Requirement] or [Add Limit], located at the lower right.  

   • Requirements prevent a learning plan from being Practitioner Complete until they are met.  

   • Limits restrict how many Activities or Units can be recounted toward any requirement.

   • There can be as many requirements and limits as needed. 

   • Prior to release 8.14.0, the order in which Requirements and Limits appear on the Learning Plan is controlled by the order in which they are defined. Be sure to add them in the order in which you want members to see them.

     Open

     

4. If you clicked Add Requirement, enter the Requirement properties.  

   • Name - this is an internal name which only appears on this page.

   • Description - this is the text that will appear with the requirement on the Learning Plan.

   • Quantity Type - this determines how the requirement is met. Select either Activities or Units.  

     • Activities counts the number of discrete activities completed on the learning plan.

     • Units counts the total of Requested Units on the learning plan instance that have been reported, regardless of the number of individual activities.

     • There is a known defect when requirements and limits are mixed between Activities and Units. 

   • Applies When - this defines the conditions under which the requirement will apply. This allows you to limit which members must meet the rule.

     • This is a Comparison Rule Set which can refer to any field on the Learning Plan Instance or the Member Role of the person.

     • Click the link to open the rule set editor. Click here for more information about creating and editing Comparison Rule Sets.

     • This value defaults to Always.

   • Activity Filter - this limits which activities are counted toward the requirement.

     • This is a rule set which can refer to any field on the Activity or Activity Instance.

     • Click the link to open the rule set editor.

     • This value defaults to Always.

   • Minimum - this is the count of Activities or Units that must be achieved in order to meet this requirement. Activities must meet the following criteria for them or their requested units to be counted:

     • The Activity's workflow must be Practitioner Complete. 

     • The Activity or units must not exceed any Limits defined below. 

   • Sort Order - this is the order in which the requirement is displayed (new in release 8.14.0)

5. If you clicked Add Limit, enter the Limit properties.

   • Name - this is an internal name which only appears on this page.

   • Description - this is the text that will appear with the limit on the Learning Plan.

   • Quantity Type - this determines how the limit is enforced. Select either Activities or Units.  

     • Activities limits the number of discrete activities completed on the learning plan.

     • Units limits the total of Requested Units on the learning plan instance that have been reported, regardless of the number of individual activities.

       • Note: There is a known defect when requirements and limits are mixed between Activities and Units. 

   • Activity Filter - this limits which activities are counted toward the requirement.

     • This is a Comparison Rule Set which can refer to any field on the Activity or Activity Instance.

     • Click the link to open the rule set editor. Click here for more information about creating and editing Comparison Rule Sets.

     • This value defaults to Always.

   • Maximum - this is the maximum count of Activities or Units that can be counted toward any requirement.

   • Sort Order - this is the order in which the limit is displayed (new in release 8.14.0).