LearnPlan Videos
LearnPlan FAQs

LearnPlan Videos

Logging in to LearnPlan

Managing Courses, Exams, Certifications, and Activities

Updating Your Profile

Find My Training

LearnPlan FAQs

Login and Account Creation

  • How do I get an Account?

    There are two account options, Individual and Enterprise.

    • An Individual account is for a single user and is purchased by an individual. Once the purchase is complete, you will receive an email from LearnPlan containing instructions.
    • An Enterprise account is for multiple users and is usually purchased by a company or group. The LearnPlan administrator of your company creates the accounts and initiates an email that you will will receive with instructions.
    1. Click the link in the email that confirms your new account.
    2. In the Password field, keep the default password or enter your own preferred password.
    3. In the Password Confirmation field, keep the default password or re-enter your own preferred password.
    4. Click Set.
  • Where do I log in?

    Log in at https://learnplan.net

    1. Using a web browser, go to https://www.learnplan.net
    2. In the Email field, enter your email address.
    3. In the Password field, enter the password you chose during Account Creation.
    4. Click Login.
  • What do I do if I can’t remember my password?

    If you forget your password, follow these instructions:

    1. On the Login page, click the Reset Password
    2. In the Email field, enter your email address.
    3. Click Reset Password.
    4. You will receive an email with reset instructions. Open the email.
    5. Click the link in the email that confirms your password reset.
    6. In the Password field, keep the default password or enter your own preferred password.
    7. In the Password Confirmation field, keep the default password or re-enter your own preferred password.
    8. Click Set.

LearnPlan Home or Dashboard Page

  • What displays on the Home or Dashboard page?

    An overview of your current assignments, which includes:

    • Counts (which are also hyperlinks) to your Activities, Certifications, Courses, and Exams.
    • The next few assignments of your LearnPlan.
    • Waiver Request information.
    • Graphs of Count by Issuer and Count by Type.

    Note: At the top right of every page is access to your Profile information.

  • How do I access my Profile information?

    Click or hover over the Profile icon located in the upper right corner of the LearnPlan application and select Profile.

  • What am I allowed to change in my Profile?

    All users can change the following information for their own profile:

    1. Nickname – Change this if you go by a name other than your given or legal name.
    2. Alternate Email – If you have a second email contact.
    3. Office – Your business office phone number.
    4. Mobile – Enter your cell phone number.
    5. Additional Identity Fields – Click the checkbox to expand the section. Enter information in any other relevant field.
    6. Everyday Location – If your normal work location is something other than what is displayed.
    7. Photo – Enter the link to your LinkedIn account and the picture you have there will display in LearnPlan.

    Managers can change the following information for their team’s profile:

    1. Nickname – Change this if you go by a name other than your given or legal name.
    2. Mentor – Select each person’s mentor for guidance and context meetings.
    3. Alternate Email – If you have a second email contact.
    4. Office – Your business office phone number.
    5. Mobile – Enter your cell phone number.
    6. Additional Identity Fields – Click the checkbox to expand the section. Enter information in any other relevant field.
    7. Everyday Location – If your normal work location is something other than what is displayed.
    8. Photo – Enter the link to your LinkedIn account and the picture you have there will display in LearnPlan.

    Administrators can change all profile fields.

LearnPlan Page

  • Where can I see my entire LearnPlan?

    Click LearnPlan from the main Menu bar, then click the LearnPlan submenu.

  • How can a Manager see the LearnPlan of another User?

    Managers can only see the LearnPlans for their own team. To display a LearnPlan of one of their team members, in the Team field, select the name of the team member from the drop-down list.

  • How can an Administrator see LearnPlans for other people?

    Administrators can only see the LearnPlans of other people for their own company or entity. To display a LearnPlan of another person, also known as user, follow these steps:

    1. In the Department field, select the name of the department of the user is assigned to in the drop-down list. This selection limits the users listed in the Person field.
    2. In the Person field, select the name of the user from the drop-down list. The information displays below the selection fields.
  • How do I edit an existing assignment in a LearnPlan?

    To edit an existing assignment:

    1. Click the assignment.
    2. Make changes.
    3. Click Next.
    4. Click Done.
  • What am I allowed to edit in an existing assignment within a LearnPlan?

    You can edit the following items in an existing assignment:

    Users:

    • Enrolled Start Date
    • Completion Date
    • Request Waiver

    Managers and Administrators:

    • Due Date
    • Enrolled Start Date
    • Completion Date
    • Request Waiver

Find My Training Page

  • What is the Find My Training page?

    The Find My Training page is a reference library that can be customized by your company and it allows you to filter and search the resources available to you.

Reports Page

  • Why can't I see all of the Reports available?

    Your account permissions determine what you are allowed to see. Account permissions are determined by your LearnPlan Administrator.

  • Can reports be exported?

    Some reports allow exporting of data. Reports that can be exported include:

    • LearnPlan Analysis
    • People Listing
    • Company

Team Page

  • Why can't I see the Team page?

    The Team page only displays for Managers.

Company Page

  • Why can't I see the Company page?

    The Company page only displays for Managers and Administrators.

  • Why can't I edit the Company page?

    Only Administrators can edit the Company page.

Search Page

  • What is the purpose of the Search page?

    Use the Search feature to view and filter lists of Courses, Exams, Certifications, and Activities. You can also Assign Courses, Exams, Certifications, and Activities.

Support Page

  • What displays on the Support page?

    The Support page displays information about where to find help.

  • How do I edit the Support page?

    Only Administrators can edit the Support page, using the Company page. To edit the Company page, follow these steps:

    1. Go to the Company page and select the Company submenu.
    2. Click the Edit icon located in the upper right corner of the Company information section.
    3. Make changes to the LearnPlan Training Support and User Support fields as appropriate.
    4. Click Next. A confirmation message displays.
    5. Click Done.

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