Practitioners

From the Simple Learning Plan List page

See below for explanations of “implicit eligibility” and “explicit eligibility” (to start a Learning Plan)

From the Pathways page

Administrators
(on behalf of a Practitioner)

From the Admin view of the Practitioner’s Legacy Learning Plan List page

Admins can only start a Learning Plan for a Practitioner if the Practitioner is eligible to start it.

However, the “Begin” button can be hidden from Practitioners if you do not want them to start applications on their own.

(In other words, the “Hide From Practitioner When” setting on the Learning Plan Definition does not affect eligibility, only the visible status of the button)

From the Admin view of the Practitioner’s Pathways page

From the Admin view of the Practitioner’s Account Profile page

The Workflow Import Queue

Providers
(when uploading Attendance records)

The Provider → Attendance Upload area

New Learning Plans are started according to the Practitioner’s eligibility status.

The Learning Plan Instance APIs

LearningBuilder

Nightly maintenance process

When a Practitioner is eligible (see above), and the Learning Plan is configured to “auto-start”

A Practitioner is explicitly eligible to start a Learning Plan Instance when they have a granted Member Role matching the Required Role and Required Role Status configured on the Learning Plan Definition.

A Practitioner is implicitly eligible to start a Learning Plan instance when they do not yet have a Member Role matching the Required Role/Status, BUT:

• They are eligible to begin the Grant Role Workflow for the Required Role by virtue of have the role required to start the Required Role (the Everyone Role will not work here), AND

• The Required Role’s default status matches the Required Role Status

In that scenario, Practitioners are considered eligible to start the Learning Plan because they are eligible to being a Role Grant process that will lead to them being eligible to start the Learning Plan.

Not Eligible

N/A - no Begin button is shown

Implicitly Eligible

Launches the Grant Role Workflow Popup.

When the popup is submitted, and the Workflow Action resulted in the Grant Role Workflow being Completed Successfully, a new Learning Plan Instance is created and the Practitioner is redirected to its View Learning Plan page.

Explicitly Eligible

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

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.