2. Managing Branch Plans

Maggie Matwiej

Apr 05, 2024

973

Branch Plans provide members of a branch with access to one or more courses for a specific period of time.

Console admins have the ability to create and manage branch plans for all branches in their tenant, while branch managers (provided they have the correct permissions) can add/remove members of the branch they manage from its branch plan. Other users with custom roles may be able to work with branch plans, depending on the permissions associated with their role. A full breakdown of the permissions is below:

Permissions needed to create a branch plan:

Create branch plans
Read branch plans
Update branch plans
Create plans
Read plans
Update plans
Read content packages
Read branches
Update branches

Permissions needed to add a branch member to a branch plan:

Read branches
Read branch plans
Read users
Create licenses
Read licenses
Update licenses
Remove licenses
Read content packages
Update enrollments

Creating Branch Plans

To create a branch plan, follow these steps:

Open Console and go to the Plans section.
Select the Add Plan button, then select Branch Plan from the drop-down list.
On the next page, fill out the following required fields:
1. Name: Give the plan a descriptive name. Best practice is to include the name of the branch and the year or time period the plan is valid for at a minimum.
2. Plan Type: This field is auto-set to General. No further action is needed.
3. Branch: After selecting this field, a pop-up window will appear to help you select the branch this plan is for. Either search via keyword or use the listing displayed to find your branch. Check the box next to the branch’s name, then select the Save button.
4. External ID: Optional field not visible to learners.
5. Learning Hub Display: Check the box if you would like the courses associated with this plan (determined in step 9) to appear on the Browse Page of Learning Hub (if both Learning Hub and Browse Page feature accesses have been enabled). Learn more about branch level content configuration in Learning Hub here.
6. Plan Validity: These two fields define the time range during which admins can edit the plan. The “Valid From” and “Valid To” dates do not control when branch members on the plan gain or lose access to courses. Note that this field is optional for tenant plans, but mandatory for branch plans.
Select the Next button to continue to the Enrollment Period section.
In the Enrollment Period section, fill out the following fields:
1. Duration Unit: This field is auto-set to “month.” No action is required.
2. # of Months: After a branch member is added to the plan, how many months should they have to use their course(s)? Enter that number here.
3. Final Access Date: This is an optional field. If you want all users on this plan to lose access to their courses on the same date, regardless of when they were added to the plan, enter that date here.
Select the Next button to continue to the Utilization section.
In the Utilization section, fill out the following fields:
1. Seat Count Type: How many users should be able to be added to this plan? Select “Unlimited” if no restrictions are necessary. Select “Limited” and enter a number in the Seat Count field if only a specific number of users should be able to be added to the plan.
2. Concurrent User Limit: This is an optional field. If you want to restrict the number of users on this branch plan that can access their course(s) at the same time, enter that limit here.
3. Final Admin Access Date: This is the date that branch managers will lose the ability to add users to the plan.
4. First Activation Date: This is the earliest date that a branch member added to the plan may activate their course access. This is useful if you want to create a branch plan and add users to it in advance, but notify those users at a later date.
5. Last Activation Date: This is the latest date that a branch member added to the plan may activate their course access.
Select the Next button to continue to the Courses section.
In the Courses section, select the + icon next to all courses that users on this branch plan should have access to.
1. You can use the search bar or navigation arrows to find specific courses quickly.
2. Note that all users added to this plan will have access to all courses on the plan. If certain branch members should have access to only some courses, or if different branch members need access to different courses, we recommend creating and adding them to separate plans.
Select the Create Plan button to finalize the branch plan.

Editing Branch Plans

After a plan is created, you'll be able to edit all of its settings except for the branch the plan is associated with.

To edit an existing branch plan, follow these steps:

Open Console and go to the Plans section.
Select the Branch Plans tab.
Select the branch plan that you want to work with.
The next steps will vary based on the branch plan settings you want to change.
1. To edit the plan’s name, external ID, valid from/to dates, enrollment duration, or final access date, select the Edit button in the upper right-hand corner.
2. To edit the plan’s seat count, seat count type, concurrent user limit, final admin access date, first activation date, or last activation date, select the Edit button in the Overview tab.
3. To edit the courses included in the plan, switch to the Courses tab, then select the Manage Courses button.
  
  Add or remove courses for the plan by clicking on the + and - icons next to the course names. To search for specific courses, use the search bar under either column.
  
  NOTE: Checking the Apply the update to existing users enrolled in this plan checkbox will apply the update to existing users with a valid license who have redeemed access to the plan, as well as new users. If the box is not checked the update will only affect new users. Users with invalid licenses will not be affected by any plan modifications.
Select Save after making your edits.

Creating Branch Plans

Editing Branch Plans

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