Personalize Learner Experience with SmarterU’s Learning Plans

Employers increasingly recognize the need to individualize training for their employees and provide a relevant, personalized learner experience (LX).

At the same time, some training is routinely offered to — and needed by — groups of learners.

Training admins need an easy way to ensure that learners get the foundational training, compliance training, and other essential learning they require, while also meeting individuals’ unique needs.

The learning plans feature in your SmarterU learning management system helps you accommodate both challenges.

Learning plans provide a personalized approach

A learning plan considers each individual learner while facilitating the needs of teams and providing easy access to role-related or company-wide training content.

Woman with her back to the camera, holding a tablet. There is an overlay of eLearning icons in circles of varying sizes, all attached via dotted lines, similar to a flow chart.

A learning plan is a comprehensive approach to instruction and assessment. It could cover a number of needs — for example, introducing company culture and policies to new hires; teaching, reinforcing or improving role-related skills; identifying, tracking and evaluating learning related to certifications or licensing; and providing upskilling and leadership-related content to employees who are preparing to move up in the organization.

A learning plan might be individualized, pertaining to the goals of one learner, or tailored to cover training for a specific role, like safety supervisor or customer-facing retail associate. Learning plans can be designed with learner preferences in mind, too, containing mostly resources that are mobile-friendly, for example, or emphasize microlearning or video over longer, more text-heavy courses.

The content a particular learner needs can be identified through:

  • Conversation between the learner and their manager about goals and skills gaps
  • Automated recommendations that use information on a learner’s role, certifications needed, or skills gaps identified in prior training

Training admins can enroll individuals or all members of a group, such as new hires, safety supervisors, or customer support personnel, into relevant training

SmarterU offers robust support for learning plans

Your SmarterU Enterprise plan supports learning plans. 

Each learning plan includes one or more “certifications” — competency areas required by all employees enrolled in the learning plan. A certification includes one or more requirements — courses or actions a learner must complete. An action might be an exam or a minimum number of practice hours in a simulator.

Learning plans are generally tied to a specific role or area of study. Assigning a learning plan to a learner enrolls that learner in all the courses and actions that make up each certification area in the plan.  

An Onboarding learning plan, for instance, could include an overview of company culture, a course introducing basic policies, a checklist of forms to complete, an informational course on company benefits, and a game to help new hires learn what their colleagues do and who’s in each division. This learning plan could automatically be assigned to all new hires. 

A learning plan can contain multiple certifications. If your new hire is a floor supervisor, for example, that employee might need general onboarding training as well as training for leadership and management skills, including a course on filling out annual evaluations; protocols for operating and maintaining machinery; and any required safety or first aid certifications, such as forklift operation or CPR. A Floor Supervisor learning plan could include all of these components. 

Track learners’ progress

Birds-eye view of a person walking on pavement, leaving white footprints as they walk forward.

When you use SmarterU’s learning plans to enroll and track learners, you benefit from easier enrollment and learner management. 

The learning plan feature supports expiration dates for certifications and tracks whether learners are in compliance. If a learner’s certification must be renewed annually, for example, the learning plan can automatically re-enroll the learner in required courses as their certifications expire.

Learning plans make it easy to stay on top of enrollments while ensuring that all employees meet their certification requirements. Admins, and the learners’ managers, can get regular reports notifying them of which courses the learner has started or completed, along with test scores, impending certification expiration dates, and other relevant information. 

Offer personalized, relevant training with SmarterU

Improve the LX of your training with greater personalization. Use your SmarterU learning management system to create role-based or individualized learning plans that target the training each learner receives to their needs and goals. At the same time, you’ll be efficiently enrolling all learners in the courses they need and want. 

Talk to one of our experts today to set up a demo and find out how SmarterU can solve your training challenges.

  • SU100 – Introduction to SmarterU
  • SU105 – Structuring Your SmarterU Account
  • SU110 – Course Development Options
  • SU115 – Introduction to Online Courses
  • SU120 – Online Courses: Instructional Tasks
  • SU125 – Online Courses: Quizzing and Exams
  • SU130 – Introduction to SCORM Courses
  • SU135 – Introduction to Instructor-led Courses
  • SU140 – User Management
  • SU145 – Progress Reporting
  • SU150 – Maximizing Recall & Retention

Finally, select the Columns you want to see displayed in the final report.

The Filters do the heavy lifting of parsing the data; Columns show you the results.

For example, franchisors could create a team of all “franchisees” across their network to easily report on their progress.Manufacturers could group all employees in a supervisory role, creating a “Leadership” team.A corporate office could create a team of all branch managers in different cities.

To create teams, Admins start by going to their account profile to specify team names.To add a learner to a team, go to the User Dashboard, edit that user, and add them to one or more teams. Learners can be added to to as many teams as is needed.

Control Fraction Quiz Marks
Three options – Precise, Rounded and Truncated

Set Quiz Availability Windows!
Specify the start and end dates and times when a Quiz can be taken.

Updated! Learner Dashboard

  • event & due date calendar
  • course catalogue for self enrollment

New! Instructor led Training Features

  • self-enroll and get placed on the “waiting list” if the session is full
  • ILT sessions visible on the calendar

New! Enrollment Dashboard

  • historical enrollments
  • recommended enrollments
  • mass enrollments
  • and more!

Course Prerequisites
One of our most frequently requested features is now available! Courses can now have one, or more prerequisites.

Home Groups
Just like high school, every learner now has a home room – a “home group.” This allows you to structure and set admin permissions to manage learners based on their home group assignment.

The Waiting List
Got popular instructor-led sessions? New in the Mercury release is the ability to use and manage waiting lists when your sessions are full.

Knowledge Base Templates
Got structured information such as spec sheets? Create templates with exactly the fields you want, including images, tags, etc.

Knowledge Base Permissions
Set and manage permissions – you can control who can view and edit your Knowledge Base – by group, team or individual user.

Knowledge Base Organization
Create folders to organize and group your files, and “drag & drop” files from one folder to another, using our tree view.

Roles & Certifications
Your learners all have a variety of roles in your workplace, and some of those roles may have specific recurring training requirements. Role Management makes scheduled or recurring training easy to manage.

You have the ability to define unlimited roles, each with their own requirements for certifications and ongoing training.

Role Management Dashboard
Use the Role Management Dashboard to easily manage roles and corresponding certifications.

Role Management Calculation
Track training requirements for your certifications, including recertification periods, expiries and automated notifications.

Role Management Automation
Each user can be given one or more role, and their training requirements are automatically determined!

Branded Emails
All SmarterU’s automatically generated email notices will now be branded with your logo and theme.

Google Apps Integration
SmarterU is now integrated with the Google Apps Marketplace for easy Single Sign On.

Team Management
Identify learners with a common theme and associate them as a “team” across groups! Easiest way to label users into teams such as Leadership, Production Worker, etc.

ATTN: IT FOLK

(non-IT Folk, ignore the following)

If you have firewall rules for any of these domains, contact us to get notified of the new IP addresses:

  • aps.smarteru.com
  • marketplace.smarteru.com
  • scorm.smarteru.com
  • api.smarteru.com

Do you have a login portal that uses an A Record instead of a CNAME? Best change it to a CNAME – instructions here.

ATTN: IT FOLK

(non-IT Folk, ignore the following)

If you have firewall rules for any of these domains, contact us to get notified of the new IP addresses:

  • aps.smarteru.com
  • marketplace.smarteru.com
  • scorm.smarteru.com
  • api.smarteru.com

Do you have a login portal that uses an A Record instead of a CNAME? Best change it to a CNAME – instructions here.

ATTN: IT FOLK

(non-IT Folk, ignore the following)

If you have firewall rules for any of these domains, contact us to get notified of the new IP addresses:

  • aps.smarteru.com
  • marketplace.smarteru.com
  • scorm.smarteru.com
  • api.smarteru.com

Do you have a login portal that uses an A Record instead of a CNAME? Best change it to a CNAME – instructions here.

Enrolled Courses

My Timeline

My Waiting Lists
Will appear if users on waiting lists for ILT courses.

My Learning Plans
Enterprise Accounts Only.

Course Catalog
All courses that are set for self-enroll within at least one of the users groups.

All Courses
All courses that the user is allowed to see and enroll in.

The Knowledge Base
If the user has been given permission to access that account’s Knowledge Base.

You have the ability to define unlimited roles, each with their own requirements for certifications and ongoing training.

Track training requirements for your certifications, including recertification periods, expiries and automated notifications.

Each user can be enrolled in one or more role, and their training requirements are automatically derived!

Create your report profile to give each report a unique name and description, and to set its status.

Create your report profile to give each report a unique name and description, and to set its status.

Export your results to a CSV file for easy data analysis!

Our new Knowledge Base

Knowledge Base Video

Learning Plans

Learning Plans – Detail

UPGRADED! Group & Account Level Reports
Several new features added to our already robust Reporting Suite including the ability to specify visibility levels, and adding email addresses as a custom filter.

UPGRADED! ILT Workscreens
Several new features added to our already robust Reporting Suite including the ability to specify visibility levels, and adding email addresses as a custom filter.

NEW! Quick “User-Add” Feature
Admins or users with the proper permissions can quickly add new users by specifying a minimum amount of information for that new user.

NEW! Automated Group Enrollments
You may now include group courses in SmarterU’s recommended enrollments calculation by enabling the course’s Auto-Enroll setting.

New! Time Zone Support
Specify a default account time zone, and a time zone for each of your users. All dates/times will then be automatically converted to the “viewer’s” time zone.

Store Word docs, Excel spreadsheets, PDFs, PPTs, images, videos, audio files, zipped files, and more.

Got structured information such as spec sheets? Create templates with exactly the fields you want, including images, tags, etc.

Create folders to organize and group your files, and “drag & drop” files from one folder to another, using our tree view.

ILT Course Workscreen

ILT Session Workscreen

NEW! Quick “User-Add” Feature!
We’re introducing a new way to create users.

Quick User-Add will be available from the Users menu. Watch for it!

Automated Recommended Enrollments
Ever wish you could automatically enroll learners in one or more courses when they are added to a group?

Now you can, with our Automated Recommended Enrollments!

Anti-Harassment
Banking & Credit Union Operations
Business Essentials
Coaching & Counselling Employees
Communication
Competency Toolkits
Customer Service
Desktop Computer Skills
Diversity
Ethics
Finance
Health & Wellness
Healthcare
Human Resources
Information Technology

Leadership
Management & Supervision
Managing Change
Marketing
Motivation & Personal Development
Presentation & Facilitation Skills
Project Management
Safety & Regulatory Compliance
Sales
Social Media
Team Building
Telephone Skills
Time Management
Video Production
Workplace Violence

Anti-Harassment
Banking & Credit Union Operations
Business Essentials
Coaching & Counselling Employees
Communication
Competency Toolkits
Customer Service
Desktop Computer Skills
Diversity
Ethics
Finance
Health & Wellness
Healthcare
Human Resources
Information Technology

Leadership
Management & Supervision
Managing Change
Marketing
Motivation & Personal Development
Presentation & Facilitation Skills
Project Management
Safety & Regulatory Compliance
Sales
Social Media
Team Building
Telephone Skills
Time Management
Video Production
Workplace Violence

Domain

Old IP

New IP

*.smarteru.com  

206.45.45.3

216.55.210.3

elearning-academy.net

206.45.45.4

216.55.210.4

scorm.smarteru.com

206.45.45.5

216.55.210.5

integrations.smarteru.com

206.45.45.6

216.55.210.6

legacy.smarteru.com

206.45.45.15

216.55.210.15

google-apps.smarteru.com

206.45.45.6

216.55.210.6

Pamela S. Hogle portrait - woman with short hair, wearing glasses and smiling at the camera

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