User Topic

Training Plan Contributor Page - Co-planners

If co-planners are enabled for the training plan and if the user has permission to add co-planners, then the Co-Planners section is available.

Co-planners have the same access to the training plan as the original plan contributor/plan manager with the exception that co-planners cannot add additional co-planners. If Course Catalog access within the training plan is based on the user's learning object (LO) availability, then the co-planner may have access to a different set of LOs than the plan contributor/plan manager. However, once LOs are added to the training plan, then all users with access to the training plan can edit the LOs regardless of Course Catalog access.

The Co-Planners section displays all of the co-planners for the training plan. Co-planners are displayed alphabetically by last name.

When co-planners have been added, this section can be expanded and collapsed using the Expand/Collapse icon in the upper-left corner of the section. The following information is displayed for each co-planner:

  • Name - The co-planner's name and photograph are displayed. Click the photograph to open the user's Universal Profile - Bio page in a new window.
  • Position - The co-planner's position is displayed below their name.
  • Access Period - The co-planner's access period is displayed. This is the period during which the co-planner can access the training plan. When a co-planner is added, their access period is set to the plan contributor/plan manager access period by default. However, this access period can be edited. See the Edit Co-planner Access Period section for additional information.
  • Options - The following options are available by clicking the drop-down arrow :
    • Edit Access Period - Select this option to edit a co-planner's access period. See the Edit Co-planner Access Period section for additional information.
    • Remove - Select this option to remove the co-planner from the training plan. See the Remove Co-planner section for additional information.

Add Co-planner

To add a co-planner to the training plan, click the Add Co-Planner button in the Co-Planners section. This opens the Select a User pop-up. See Select User Pop-up. This button is only available to plan contributors/plan managers who have permission to add co-planners; co-planners are not able to select additional co-planners.

  • The plan contributor/plan manager can only select active users who are within their permission constraints.
  • Plan contributors/plan managers can select up to 10 co-planners.
  • If a selected co-planner changes OUs so that they are no longer within the user's permission constraints, the co-planner remains as co-planner. However, if the co-planner is removed from the plan, then they cannot be reselected as co-planner if they are still outside the user's permission constraints.
  • Co-planners can only be added during the corresponding plan contributor/plan manager's training plan access period.

When a co-planner is selected, the user is automatically granted access to the corresponding training plan with the same access as the corresponding plan contributor/plan manager. When a co-planner is added, their access period is set to the plan contributor/plan manager access period by default. However, this access period can be edited. See the Edit Co-planner Access Period section for additional information.

Note: Plan managers can add and edit co-planners for a plan contributor if it is within the plan manager's access period, it is within the plan contributor's access period, and the plan manager has permission to add co-planners. Which co-planners the plan manager can manage is dependent upon the plan manager's permission constraints.

Edit Co-planner Access Period

The access period is the period during which the co-planner can access the training plan. When a co-planner is added, their access period is set to the plan contributor/plan manager access period by default. However, this access period can be edited. To edit a co-planner's access period, click the drop-down arrow to the right of the co-planner's access period and select Edit Access Period. This opens the Edit Access Period pop-up.

  • Co-planners' access period can only be edited during the training plan access period.

Click the Calendar icons to select the appropriate access period for the co-planner. Only dates within the plan contributor/plan manager access period can be selected.

Click Save to save the new access period, or click Cancel to discard any unsaved changes.

If an administrator modifies the plan contributor/plan manager default access period within Training Forecast Administration and any portion of the co-planner's access period falls outside the newly defined access period, the co-planner's access period is reset to the default access period. However, if the co-planner's access period falls within the newly defined access period, then their access period is not changed.

If a plan contributor/plan manager no longer has permission to add co-planners or if their permission constraints are changed, they can still edit the access period for co-planners who were added prior to them losing the permission.

Note: Plan managers can add and edit co-planners for a plan contributor if it is within the plan manager's access period, it is within the plan contributor's access period, and the plan manager has permission to add co-planners. Which co-planners the plan manager can manage is dependent upon the plan manager's permission constraints.

Remove Co-planner

To remove a co-planner, click the drop-down arrow to the right of the co-planner's access period and select Remove. This opens a confirmation pop-up. Click Yes to confirm the removal, or click No to cancel the removal.

  • Co-planners can only be removed during the training plan access period.

Upon removing a co-planner, the user is removed from the Co-Planners section and is no longer able to access the training plan. If the co-planner had made updates to the training plan prior to being removed, the updates remain in the training plan.

If a plan contributor or plan manager no longer has permission to add co-planners or if their permission constraints are changed, they can still remove any co-planners who were added prior to them losing the permission.

Note: Plan managers can add and edit co-planners for a plan contributor if it is within the plan manager's access period, it is within the plan contributor's access period, and the plan manager has permission to add co-planners. Which co-planners the plan manager can manage is dependent upon the plan manager's permission constraints.

 

Last Published: 10/11/2021   © 2021, Cornerstone OnDemand