Sandbox release disclaimer: Some content in this article outlines how to use functionalities that will be publicly released to all clients at the end of July 2026. If you see differences between this article and your platform, check back at that time. Learn more about the release cycle.
Introduction
Once you have created a learning plan, you can configure its settings. The effective configuration of learning plan properties is essential for ensuring alignment with the unique needs and goals of the plan itself.
To begin, access the Navigation menu, find the Content and delivery (folder icon), then select the Learning plans item.
On the Learning plans page, find the learning plan in the list and click on its description to enter its configuration area, then move to the Properties tab. This area groups all the configuration options available for the learning plan.
Summary and languages
This tab allows you to manage the learning plan information and language options. It includes the following sections:
- Learning plan summary
- Learning plan language
- Language filtering
Learning plan summary
In this section, you can localize the following learning plan fields:
- Title
- Short description
- Description
These fields can be translated manually or using AI.
Manual translation
- Click Manage translation.
- In the right panel, click Add language.
- Select languages and click Add languages. You can only select up to 10 languages at a time. To translate more languages, repeat the previous steps and add more languages.
- Close the right panel to go back to the learning plan configuration page.
Select a language from the Learning plan summary dropdown menu. Enter the translations and save your changes.
The learning plan’s title and description are mandatory in the default language. In additional languages, all fields are optional. If no translation is provided, the content will be displayed in learning plans' default language.
To remove a language, click Manage translations and click the bin icon next to the language. The default language cannot be removed. When you remove a language:
- The content will be displayed in the learning plan’s default language.
- The added translations are removed and you cannot recover them.
AI translation
To translate learning plans' summary fields using AI, follow the instructions detailed in the article Translating the course summary fields with AI. The exact same process applies to learning plans.
Learning plan language
Use this section to define the default language of the learning plan. The default language is used as the fallback language when translations are missing. This field is mandatory.
Language filtering
Use this section to define how the learning plan is filtered by language in:
- My courses and learning plans
- Catalogs
- Channels
Select one of the following options:
-
Use course language: The learning plan appears in the filter results when at least one included course matches the languages selected in the filters. The learning plan default language is ignored.
- For e-learning courses, the platform checks the course’s default language or training material folder languages. Learn more about configuring training material for an e-learning course.
- For ILT courses, the platform only checks the default language set in the ILT course properties.
- Use learning plan language: The learning plan appears in filters only according to the default language configured in the Learning plan language section. Languages configured in included courses or additional languages selected in the Learning plan summary section are ignored.
Note: Language visibility rules vary depending on the area of the platform and the user level.
- When translations are added, learners see the learning plan title, description, and short description in the language selected in their My profile area, if a matching translation is available. Otherwise, the platform displays these fields in the default language of the learning plan.
- In administrative areas of the platform, learning plan metadata is always displayed in the default language of the learning plan, regardless of the administrator's preferred language.
- When administrators or managers view another user’s My activities or My transcript page:
- Learning plans with active enrollments display the current title in the default language of the learning plan
- Learning plans with archived enrollments display the title captured at the time of archiving
- When administrators access their own learner view, the same language visibility rules applied to learners are used.
General settings
The General settings tab includes the following sections:
Information
- Code: Enter the learning plan code.
- Unique ID: The platform automatically generates the unique ID. This value cannot be modified.
Thumbnail
Select an image from the image library or upload your own image. Supported specifications:
- Suggested dimensions: 800 × 400 px
- Maximum size: 4 MB
- Supported file types: PNG, JPG, JPEG
More on thumbnails and header images.
Header layout
The default header layout is configured in the Branding and design page. You can override those settings for the learning plan in this section.
Learning plan additional fields
This vertical tab is visible only when there are additional fields defined for learning plans and lists them so that you can fill them in.
Enrollment options
From the Enrollment options vertical tab, you can enable enrollment links for the learning plan.
When you generate an enrollment link for a learning plan, learners will be able to self-enroll in it directly from the link. Learn more about enrollment links.
Time options
From the Time options vertical tab, you can:
Set the Enrollment validity period of the learning plan enrollments, allowing users to access the plan for only a specific number of days after they enrolled in it, or after they accessed it for the first time. When you set an enrollment validity period for a learning plan, all courses within it inherit the same validity period. If the learning plan has no enrollment validity period set, neither courses will have it, unless you set it at the course level.
Enable the soft deadline for the learning plan, so that learners can access and complete the learning plan even when the validity period of their enrollment is over.
Tip. The enrollment expiration date is displayed on content cards in the My courses and learning plans page. Since course cards always show the course enrollment expiration date (even when the course belongs to a learning plan with a different validity period), avoid setting an enrollment validity period for the courses included in learning plans to prevent confusion.
Please note! If a course is included in multiple learning plans with different enrollment validity periods and soft deadline settings:
If no soft deadline is active, the learning plan with the latest enrollment validity period determines the last possible access date for the course.
If any learning plan has a soft deadline enabled, it may interfere with other course configurations set in the course Time options tab for all the learning plans the course belongs to.
Enrollment validity period
Select one of the available options, depending on your preferences:
Start the calculation from the first time learners access any course in the learning plan
The number of days is calculated from the first time a user accesses any course in the learning plan. When you select this option, the following scenarios apply:
- When an administrator enrolls a user without specifying the enrollment validity dates:
- The start date is set upon the user’s first access to a course in the learning plan.
- The end date is calculated by adding the validity period days to the first access date.
- When an administrator enrolls a user with a forced start date but no end date:
- The start date remains unchanged when the user first accesses a course in the learning plan.
- The end date is calculated by adding the validity period days to the first access date.
- When an administrator enrolls a user with a forced end date but no start date:
- The start date remains unset.
- The end date remains unchanged despite the validity period days.
- When an administrator enrolls a user with forced start and end date:
- The start and end dates remain unchanged despite the validity period days.
- When an administrator resets the enrollment validity period:
- The current start and end dates are overwritten according to the validity dates settings.
Start the calculation from when learners are enrolled in the learning plan
The number of days is calculated from the user’s enrollment date. If a user is waiting to be approved in the learning plan (due to a pending e-commerce payment or waiting for the Superadmin approval), the validity period starts from the date the enrollment is approved.
When you select this option, the following scenarios apply:
- When an administrator enrolls a user without specifying the enrollment validity dates:
- The start date is set as the enrollment date.
- The end date is calculated by adding the validity period days to the enrollment date.
- When an administrator enrolls a user with a forced start date but no end date:
- The start date is set as the enrollment date.
- The end date is calculated by adding the validity period days to the enrollment date.
- When an administrator enrolls a user with a forced end date but no start date:
- The start date remains unset.
- The end date remains unchanged despite the validity period days.
- When an administrator enrolls a user with forced start and end date:
- The start and end dates remain unchanged despite the validity period days.
- When an administrator resets the enrollment validity period:
- The current start and end dates are overwritten according to the validity dates settings.
Impact on enrolled learners
If you change these settings after some learners have already enrolled or accessed the learning plan, by default, the new calculation will not apply to them. Your update will affect only the learners enrolling or accessing the learning plan after your change. Still, you can force the new settings to be applied to all users by enabling the option Apply settings to all users, including those already enrolled.
Soft deadline
Setting a learning plan soft deadline allows learners to keep accessing and completing the plan even after the formal expiration of their enrollment (defined in the Enrollment validity period section of the Time options tab) without requiring manual intervention from administrators or changes to the original enrollment. If no enrollment validity period is set for the learning plan, enabling the soft deadline has no effect.
Use the options available in the Soft deadline section to identify whether the learning plan will have its own soft deadline, which will be forced on all courses, or follow the soft deadlines already set for its courses by selecting one of the available options:
- Use course soft deadline settings: Each e-learning course follows its individual soft deadline settings. Instructor-Led Training courses are not impacted by this setting. This option is selected by default.
- Enable soft deadlines for all courses in the learning plan: Apply a soft deadline to every course in the learning plan (including Instructor-Led Training courses), regardless of their individual soft deadline settings. When this option is selected, it overrides both the course validity period and the course enrollment validity period configured in the course’s Time options tab.
The soft deadline only affects access to the content; the enrollment expiration date remains unchanged. This means that:
- If a learner completes the learning plan before the enrollment expiration date, re-accessing it afterward will not overwrite the original completion date.
- If the learner does not complete the learning plan within the enrollment validity period, they can still access and complete it afterward, and the completion date will be after the enrollment expiration date.
Catalogs and e-commerce
From the Catalogs and e-commerce vertical tab, you can configure the learning plan visibility in catalogs.
Learning plan visibility in catalogs
Enable the option Show the learning plan in internal and external catalogs if you want the learning plan to be visible both in internal and external catalogs (if you've created some) and included in the default internal catalog (if enabled in the platform's Advanced settings).
E-commerce
This section of the vertical tab is visible only if the Show the learning plan in internal and external catalogs option is enabled and e-commerce is active on your platform.
Use the options available in this area to set whether the learning plan is available for free in catalogs (The learning plan is available for free in catalogs option), or if it is on sale (The learning plan is on sale in catalogs option). If the plan is on sale, set a price for it. Remember that you cannot put learning plans on sale if they include courses and training material from Docebo Content, Docebo Content Classic, or any other content provider.
Finally, determine whether learners have the option to purchase the learning plan in its entirety or if they can opt for individual course purchases. In the latter scenario, learners will be charged the total sum of the courses they select.
Credits (CEUs)
Set the number of credits assigned to the learning plan, they are shown in custom reports.
Player
Use the settings available in this area to configure the player aspect of all the courses included in the plan.
The settings displayed in this vertical tab default their configuration to the selection made in the Configure branding and look menu, Course player area. To override the default settings, first select the checkbox to activate a section, then adjust the options as needed. Default settings are marked with the (default) suffix.
Please note: The player settings configured at the learning plan level are applied as the default to all courses in the plan, overriding any course-level configuration to ensure consistent navigation.
Focus mode
Use this area to activate and deactivate the focus mode for the training material included in the courses composing the learning plan.
This configuration is optimal for an immersive learning experience and minimizes distractions.
Appearance
Set the appearance of the course player for the courses included in the learning plan: dark mode or light mode. This setting regulates the color of text, the course header, and the Course syllabus area for all learners.
By default, the course player is displayed in dark mode.
Certificate template
From the Certificate template vertical tab, you can associate a certificate template to the learning plan so that its completion certificate is issued accordingly. Learn more about certificate templates.
Please note. Certificates for learning plans are issued only when a user has completed all the courses within a learning plan. This also applies if a learner is only enrolled in a few, but not all, of the courses within a learning plan. Also note that when removing the association between a learning plan and a certificate, all of the users who obtained the certificate by completing the learning plan will lose the certificate. Be careful when performing this action.
Certifications and retraining
From the Certifications & retraining vertical tab, you can select the certification to associate to the learning plan. Click on the Add button and select the certification from the right panel. Learn more about certifications and retraining.