Attaching visual groups and activities to development plans

Activities are included in development plans, which learning administrators can organize into visual groups. Activities are made available to employees on a specific schedule. Activities and visual groups are attached when the development plan is in the proposed status after its initial creation and before it is made active.
  1. Select Learning and Development > Catalog > Development Plans.
  2. On the Development Plans tab, open the development plan to update.
  3. Click the Visual Groups and Activities tab.
  4. To attach activities to the development plan, click Create from the Activities list.
  5. Specify this information:
    Visual Group
    Specify the visual group name. If this field is left blank, then the visual group ID is used.
    Activity ID
    Select the activity to attach.
    Display sequence
    Specify the display sequence value for the activity.
    Mandatory
    Select this option to require the activity to all employees to earn a development plan.
    Elective
    Select this option to not require the activity to employees to earn a development plan.
    Completion Order
    Specify the order of completion for the activity.
    Credits
    Specify the number of credits that are granted for completing the activity to attach to a development plan.
    Due Date
    Select the activity's due date to attach to a development plan.
    You can select one of these options:
    • Follow the Development Plan Due Date set: Show the default due date for the development plan that is defined by the administrator on the Rules tab.
    • Within specified number of days after enrollment: Set a due date days after the enrollment to a development plan and specify the number of days.
    • Within specified number of months after enrollment: Set a due date months after the enrollment to a development plan and specify the number of months.
    • Within specified number of years after enrollment: Set a due date years after the enrollment to a development plan and specify the number of years.
    Availability
    Select the activity's availability to the employees.
    You can select one of these options:
    • Immediately: Set the activity's availability to the employees immediately after the development plan is made active.
    • In specified number of days after enrollment: Set the activity's availability to the employees days after the enrollment to a development plan and specify the number of days.
    • In specified number of months after enrollment: Set the activity's availability to the employees months after the enrollment to a development plan and specify the number of months.
    • In specified number of years after enrollment: Set the activity's availability to the employees years after the enrollment to a development plan and specify the number of years.
    Development Plan Visual Group
    Select the development plan visual group.
  6. Click Submit.
  7. To create a visual group, click Create from the Visual Groups list.
  8. Specify this information:
    Visual Group
    Specify the visual group name. If this field is left blank, then the visual group ID is used.
    Description
    Provide the visual group description. If this field is left blank, then the visual group ID is used.
    Parent Development Plan Visual Group
    Select a parent visual group of the development plan.
  9. Click Save.