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 Admin menu from the gear icon in the top right corner of the platform, then select the Learning plans item from the E-learning section.

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.

General settings

The General settings vertical tab collects the learning plan's basic data that you inserted when you created the learning plan: code, title, short description and description.

In addition, the platform automatically calculates the learning plan's unique ID, which you cannot modify.

Language

Enable the Show the learning plan language option to identify the language of the courses included in the plan in the learning plan card shown in catalogs, channels and in the My courses and learning plans page. Enabling this option will not prevent you from including courses in different languages in the learning plan.

Tip: If your learners speak different languages, you may want to create a learning plan where every course is proposed in all of the languages you need to support. You can work this out by setting equivalences between courses to enable learners to take one course, in whichever language they prefer, and progress through the learning plan, independently from the selected language.

Thumbnail

Set a thumbnail for the learning plan, so that it will be visible on its card displayed on various learner pages. Find out more about managing thumbnails for learning plans.

Header layout

Select the Enable custom settings for the header layout option to configure a custom learning plan header for the plan page in catalogs, independently from the default header layout set for all courses in the Course catalog page section of the Configure Branding and Look menu.

Find out more about managing header images for learning plans.

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 on enrollment links.

Time options

From the Time options vertical tab, you can set the Enrollment validity period of the learning plan, allowing users to access it for only a specific number of days after they enrolled in it, or after they accessed it for the first time.

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.
• 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.

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.

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.