Both self-created plans and dispatched templates are based on a plan type. These allow you to customize what's involved in a plan and to offer different types of plans on your site.
In this article, you'll learn more about:
1 How plan types are set up
The following decisions are made when setting up a plan type:
Custom forms: What content should be included on the plan?
Cycle: How many steps should the plan have and who can access it?
The cycle determines how many steps are in your plan. If a cycle is not selected on the plan type, it can be selected on an individual plan. A plan with multiple steps (called stages) displays them visually. Each stage can have a due date. A plan with one stage has one overall due date. To create your own, follow the steps in the Create a cycle article.
At each stage in the cycle you can decide which participant groups have access to the plan. Each cycle has default settings that can be modified by following the steps in the Modify cycle defaults article. Depending on your permissions, you can also modify access on individual plans.
Scale: How will the plan be rated and will it have a target?
Scoring: Will each goal be worth the same amount or be weighted differently?
There are three types of scoring. They're explained in more detail in the next article.
- Standard scoring: No goals are weighted and the manager assigns a score to the plan.
- Equal weighted scoring: The manager can assign different weights to goal groups but every goal in a group is weighted equally and the overall score is calculated automatically.
- Assigned weighted scoring: The manager can assign different weights to every goal and goal group and the overall score is calculated automatically.
2 Goal types
Goal types are attached to plan types. A goal type determines the content and rating of a goal. This allows you to create one plan with different types of goals. Just like plan types, goal types can have a scale and target for rating goals. Each goal type has a setting to allow associating learning resources and custom forms can also be attached to include extra fields. A plan type needs to include at least one goal type before it can be used to create a plan.
3 Goal options
On a plan type, there are goal options that can be enabled or disabled. These are the options that will appear in a drop-down menu when users are adding goals to a plan.
Competency Goals and Custom Goals
The first two options are about how a goal is formatted. Competency goals are created by selecting competencies. Custom goals are created by filling out a form with a name field where the user enters their own unique goal. Competency goals check and update a user's profile, whereas custom goals don't affect their profile. Both goal formats can be associated to the same or different goal types.
Goals from Assessments/Plans and Corporate Goals
The last option determines from where goals are populated. Enabling the option to add goals from assessments/plans allows users to add incomplete goals from previous plans (which might be custom or competency goals) and competency goals from gaps identified in a completed assessment.
A fourth option is not included on the plan type but might be listed as an option on the plan. Corporate goals are created and stored under Features in Administration. All corporate goals use a custom goal format. If a corporate goal is associated to a plan type, it will appear as an option when adding goals to plans created from that plan type.