Setting up a new external group, such as for your Board members, and ensuring they are automatically enrolled in specific courses upon registration is a common requirement in Adobe Learning Manager (ALM). This can be efficiently achieved using Learning Plans.

Customer Use Case: Auto-Enroll Board Members

A customer asked if it’s possible to automatically add an external user’s user group, specifically Board members, to certain courses at the point of registration. For instance, all Board members need to complete the “E-Learn” course.

The good news is that external users can indeed be automatically enrolled in training based on their external profile user group via a Learning Plan. This article will guide you through setting up auto-enrollment for an external user group using Learning Plans, with a step-by-step video demonstration included.

Step-by-Step Guide to Enabling Auto-Enrollment

1. Identify and Create the External User Group:
   • Ensure that you have a specific user group for the Board members set up in your ALM system. This group will be used to trigger the auto-enrollment.
2. Create a Learning Plan:
   • Navigate to the Learning Plans section within the ALM admin interface.
   • Create a new Learning Plan or edit an existing one to include the necessary courses.
3. Configure Auto-Enrollment Settings:
   • Within the Learning Plan, set the trigger to “Occurs when Learner is added to a group.”
   • Specify the external user group (in this case, the Board members) that should be automatically enrolled in the Learning Plan upon registration.
   • Include the “E-Learn” course or any other relevant courses in the Learning Plan.
   • Save the Learning Plan with these settings and Enable it.
4. Distribute the Registration Link:
   • Send out the registration link to the External Profile members. Upon registration, they will be automatically enrolled in the specified courses based on their external profile user group.

Video Demonstration

To make this process clearer, we have created a step-by-step video demonstration that walks you through setting up auto-enrollment via a Learning Plan. This video will guide you through each step, ensuring you can follow along and implement the setup without any issues.

Available Triggers for Learning Plans

Adobe Learning Manager provides various triggers for Learning Plans that help customize and automate different aspects of user enrollment and course management. These triggers can be configured to match specific criteria and conditions, ensuring that users are enrolled in the appropriate training programs based on their profile and actions.

For detailed instructions and to explore the available triggers, please refer to the following guide: Adobe Learning Manager User Guide on Learning Plans.

Auto-enrollment through Learning Plans is a powerful feature in Adobe Learning Manager that enhances the onboarding and training process for external users. By leveraging this feature, organizations can ensure a seamless and efficient learning experience for all users.

This blog post is based on a specific customer use case and demonstrates how to meet such requirements. The process may vary for different use cases, so stay tuned for more insights and tutorials.

For further assistance or inquiries regarding these settings, our support team is available to provide guidance and support. Please contact Adobe Learning Manager support at learningmanagersupport@adobe.com.