Plans - Versions
Scenario
You have a new Course that you need to add to an existing Plan, and you want to grandfather prior completions because only the new enrollees need to complete the new Course. You also want to maintain the existing Auto-Enrollment criteria (specify the active version for all future enrollees), Email Settings, Security Settings, and Advanced Settings.
Answer: Create a new version! Let's also double-check that you don't need to create a new Plan.
Create New Plan vs. New Version
When to create a New Plan instead of a New Version:
- You need different requirements for attorneys versus staff, managers versus non-managers, or other groups.
- You need auto-enrollment criteria for each set of requirements.
- You need people to complete version 1 and version 2.
When to create a New Version instead of a New Plan:
- You need to change the requirements for future enrolees while preserving the completion status of existing enrollees.
More About Plan Versions
Each version may have different:
- Enrollees (each person can be enrolled in one version, not multiple versions)
- Course requirements
- Credit requirements
- Version number, version name, and version comment
Each version shares all other properties. Of particular importance, please note the following shared properties:
- Auto-Enrollment criteria (you specify the active version for all future enrollees)
- Status (active, staged, retired)
- Deadline Type
- Deadline options for Future Enrollees
- Email Settings
- Security Settings
- Advanced Settings
Create a New Version
- Go to Plans | Edit Plan.
- Click the New Version button (located below the Save Plan button on the left).
- Be sure that creating a new version is the correct next step, and then click Continue anyway.
- From this point forward, the new version will be assigned to future enrollees. Click OK.
- Add Version Name, Version Comment, and update Description (as needed).
- Add the new Course(s) to the Plan.
- Save Plan.
Change Version for an Existing Enrollee
After creating a new version for future enrollees, you may also want to assign existing enrollees to the active version.
Assign a Different Version to an Existing Enrollee:
- Go to Plans | select the Plan, but don't edit it. Click the User tab.
- On the enrollee you want to change, click Edit, and from the Enrollee Settings window, click the Change Version toggle and then choose a Version.
- Click OK.
Delete a Plan Version
Before you delete a plan version, understand that any enrollees in that version will be migrated to the active version. If this is not the end result you desire, you can manually assign a version for each enrollee. To locate enrollees for a specific version, use the Enrollee Version filter:
Delete a Plan Version:
- Edit the Plan.
- Use the Select version to view drop-down to select the version you want to delete.
- Click the Delete Version button. To confirm, follow the instructions on the screen:
- Save Plan.
