"Next Generation" Learning Plan

Overview

The overall design of LearningBuilder's application interface remain largely unchanged since its inception through LearningBuilder 9.x. In version 10.0, a new design was introduced to convey a more modern feel, better help users understand what is required of them to complete the application, and to function better on mobile devices. In addition, significant performance improvements were made.

This new "engine" is called the Next Generation Learning Plan.

Open

Open

Unsupported Features

LearningBuilder is a complex application and supports a vast array of configuration options. Most of the common configurations are fully supported in the new interface, but not all.

Some features are unsupported because they are deprecated and superseded by newer, better ways of achieving the same outcome. In these cases, converting a legacy application to the Next Generation interface will result in functional differences unless configuration changes are made.

Other features are functionally supported, but using them will defeat the performance optimizations; in these cases the system will function as it had using the legacy engine, but the performance will remain unchanged. No configuration changes are necessary in these cases.

Lastly, some features remain completely unsupported in LearningBuilder 10.0. Converting a legacy application to the Next Generation interface will result in functional differences with no available workaround.

Testing NGLP mode before making the config switch

It is possible to manually invoke the Next Generation mode without actually changing the Learning Plan configuration. This is useful for doing side-by-side testing.

To manually invoke the Next Generation mode, modify the URL and replace "View" with "Vue".

Notes:

• The UI will revert to the legacy view when it reloads after adding an Activity

• System navigation and notifications will continue to point to the legacy interface

Comparing to legacy mode after making the config switch

If you need to refer back to the legacy implementation after making the config switch, you can manually invoke it by using the "/LegacyLP" URL.

Notes:

• The UI will revert to the NGLP mode when it reloads after adding an Activity

• System navigation and notifications will continue to point to the new interface

Converting an existing Learning Plan

Converting an existing Learning Plan to use the Next Generation interface requires planning, forethought, and testing. After testing in UAT, most of the checklist items below can be done on the live site PRIOR to turning on NGLP with no ill effects.

1. Enable the explicit "Owner Complete" setting for the Complete Activity workflow steps. 
    If you do not do this, then Task Group Requirements and Requirements Model requirements will not correctly calculate.  You can include the following code in the Client Specific Upgrade script:

   SQL to Make Owner Complete Explicit

   SET NOCOUNT ON; PRINT '------------------------------------------------------------'; PRINT FORMATMESSAGE ('%s - Started Make Owner Complete Explicit',FORMAT(GETDATE(),'MM/dd/yyyy hh:mm:ss tt')); UPDATE ws SET IS_OWNER_COMPLETE = CASE WHEN isnull( ( SELECT max(ws.EXECUTE_ORDER) FROM WORKFLOW_STEP ws WHERE ws.WORKFLOW_ID = w.WORKFLOW_ID AND (ws.TO_BE_COMPLETED_BY = 1 OR ws.TO_BE_COMPLETED_BY_ID = 3) ),0) >= ws.EXECUTE_ORDER THEN 0 ELSE 1 END FROM WORKFLOW w JOIN WORKFLOW_STEP ws on ws.WORKFLOW_ID = w.WORKFLOW_ID WHERE w.WORKFLOW_TYPE_ID = 1 and w.USE_LEGACY_OWNER_COMPLETE = 1 PRINT FORMATMESSAGE (' - Updated %d Workflow Steps',@@ROWCOUNT); UPDATE w SET USE_LEGACY_OWNER_COMPLETE = 0 FROM WORKFLOW w WHERE w.WORKFLOW_TYPE_ID = 1 AND w.USE_LEGACY_OWNER_COMPLETE = 1 PRINT FORMATMESSAGE (' - Updated %d Workflows',@@ROWCOUNT); SELECT w.NAME as WORKFLOW, W_ID = w.WORKFLOW_ID, LEGACY = w.USE_LEGACY_OWNER_COMPLETE, ws.TITLE as STEP, WS_ID = ws.WORKFLOW_STEP_ID, EO = ws.EXECUTE_ORDER, IOC_CURR = ws.IS_OWNER_COMPLETE, IOC_NEW = CASE WHEN isnull( ( SELECT max(ws.EXECUTE_ORDER) FROM WORKFLOW_STEP ws WHERE ws.WORKFLOW_ID = w.WORKFLOW_ID AND (ws.TO_BE_COMPLETED_BY = 1 OR ws.TO_BE_COMPLETED_BY_ID = 3) ),0) >= ws.EXECUTE_ORDER THEN 0 ELSE 1 END, TBC = ws.TO_BE_COMPLETED_BY, TBC_ID = ws.TO_BE_COMPLETED_BY_ID, MAX_INCOMP = isnull(( SELECT max(ws.EXECUTE_ORDER) FROM WORKFLOW_STEP ws WHERE ws.WORKFLOW_ID = w.WORKFLOW_ID AND (ws.TO_BE_COMPLETED_BY = 1 OR ws.TO_BE_COMPLETED_BY_ID = 3) ),0), MIN_COMP = ( SELECT min(ws.EXECUTE_ORDER) FROM WORKFLOW_STEP ws WHERE ws.WORKFLOW_ID = w.WORKFLOW_ID AND ws.IS_OWNER_COMPLETE = 1 ) FROM WORKFLOW w JOIN WORKFLOW_STEP ws on ws.WORKFLOW_ID = w.WORKFLOW_ID WHERE w.WORKFLOW_TYPE_ID = 1 ORDER BY ws.WORKFLOW_ID, ws.EXECUTE_ORDER PRINT FORMATMESSAGE ('%s - Completed Make Owner Complete Explicit',FORMAT(GETDATE(),'MM/dd/yyyy hh:mm:ss tt')); PRINT '------------------------------------------------------------';

   
   
   

2. Check the "To Be Completed When" rule on the Complete Learning Plan workflow steps, and on the Complete Activity workflows steps for Activities that can be added to it. This rule is functionally supported, but it if is enabled the NGLP will fall back to the "slow lane" data loading path which will nullify the performance improvements.
   
   
   

3. Review the Workflow Step instructions for the Complete Learning Plan workflow. LearningBuilder 10.0 adds new settings that allow for Step-specific instructions to be displayed on the Learning Plan, independent from the instructions that are displayed in the Workflow Popup itself.
   
   
   

4. If you DO want the Task Group Overview icon to be displayed, edit the Task Group Definition and re-enable the setting that enables it. This is a new setting in NGLP and defaults to FALSE.  Include the code below in the Client Specific Upgrade script to change all task group back to show the icon.

   SQL to Turn Back on Task Group Icon

   
   
   
   

5. Check the "Applies When" and "Applies To" Comparison Rules on any Requirement Model rules. If these are referencing attributes that do not support bulk-loading, then the system will fall back to the slow lane to calculate the Requirements Model.
   
   
   

6. Review the Workflow Step Quick Actions for the Complete Learning Plan workflow steps. The Learning Plan's workflow button displays Quick Actions in Next Generation mode, but not in legacy mode, so be sure there are no Actions configured that should not be displayed to users.  Include the following in the Client Specific Upgrade script to change all "recall" type Quick Actions that would otherwise become visible to the practitioner so they are Admin only. 

   SQL To Make LP Quick Actions Admin Only

   
   
   
   

7. Review the Passive Text for the Complete Learning Plan workflow steps. In legacy mode, when the Learning Plan was in "Requirements Not Met" state, the Learning Plan workflow button was disabled (gray) but displayed the Active button text. In NGLP, this button now displays the Passive button text, to follow the convention that Active text should only show up on active buttons. 
   
   
   

8. Run the following SQL to determine if there are any Template attributes being displayed on Learning Plan Activity cards.  If there are any, see NGLP - Configure To Display Template on Activity Card for how to configure around this limitation.  

   SQL to Find Templates use on LP Activity Cards

   
   
   

9. Run the following SQL to determine if there are any PDF Completion Certificates being displayed on Learning Plan Activities.  If there are any, see NGLP - Configure To Display PDF Completion Certificate for a script to configure around this limitation.  One row is returned for each Activity Completion workflow that has a PDF Completion Certificate.

   SQL to Find PDF Completion Certificates

   
   
   

10. If the existing Learning Plan uses customized client-specific partial views, they will need to be analyzed. The Next Generation interface does not support partial views, so any custom display logic or business rules will need to be implemented in new ways (or submitted for innovation analysis). (See the analysis for this)