We believe that personalization is key to keeping learners engaged - and we are all about engagement. It's no secret that we consider Intellum more of an engagement platform than an LMS.

Plan is your learner's personalized guide to development; a simple, but flexible and detailed view of assigned and elected activities, laid out by quarter, that makes learning management a breeze for everyone involved; learners, managers, and administrators.

In this article we'll dig into accessing Plan, where content in Plan comes from, filtering and organizing in Plan, editing Plan, and updating the content limit for Plan.


When learners log into the system and access the Plan page, a pop-up box will notify them of new items added to their Plan, including how it was added and the date it occurred:


Learners access Plan via the icon in the left navigation menu:

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The Plan page shows activity enrollments in a quarterly view, starting with the current quarter as well as up to the next two quarters. The page contains four main sources of content:

  1. Enrollments created as a result of an Evaluation
  2. Enrollments created from an Assessment result
  3. Admin/Manager-assigned activities (required or recommended)
  4. Self-elected activities you have intentionally added to your Plan


Any activity type, including event enrollments, can go on the Plan. However, Facilitators can find the events they are facilitating on the My Events page, accessed from the navigation menu.

If your Plan is blank or has 5 or less activities on it, icons display that link you to the Home, Browse, or Evaluation page to discover activities which can be added to your Plan:



Just like in other areas of the platform, the activities displayed in a Learner's Plan can be filtered using the checkboxes on the left side of the page to limit the Plan activities by Duration or Topic.


Activities are ordered by the due date of the enrollment and separated by quarter. Each activity listed in Plan gives learners a few pieces of information - whether it is required or recommended learning, if there is any due date for the activity, and the topics associated with the activity.

Completed activities remain visible in Plan. Completed activities feature either blue checkmarks for activities that were Passed or red x-marks for activities that were Failed. Equivalent activity completions feature a gray checkmark, however they won’t be included when determining if a past quarter is complete. Quarters (past or present) with incomplete activities remain visible in Plan as well. Quarters are removed from Plan once all activities in the quarter are complete and the quarter has passed. To review past quarters, users can access the Show History link at the top of the page.

Managers can view and manage the Plan page for their direct reports. They have a few additional edit options (see below). They can also add to their direct report’s Plan - if they do and the item is already on the Plan but with a different enrollment type and/or due date a confirmation message will display.


Clicking the Edit Plan link at the top right of the page allows learners and their Managers to move and/or remove activities from the Plan.

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Activities can be moved by the double-line icon next to the left of activity name, and are removed by the "x" icon to the right of the activity name.

Within each quarter:

  • Students can remove anything not required
  • Managers can remove anything and can move enrollments without a date

Here are some additional "rules" for moving and removing activities:

  • When a Student removes an activity from the Plan its enrollment status is changed to dropped.
  • Activities can only be moved to current & future quarters.
  • While the "x" button on the Plan page drops the activity enrollments, activities can also be dropped on the Activity page via the Remove From Plan icon.


Finally, you can add any unlocked activity from the catalog to your plan (possible locked reasons: disclaimer needs to be accepted, no available seats, activity restricted to a particular group of Students, outstanding prerequisites, etc.). This is possible via the Add To Plan icon at the top of the Activity page.



The number of activities that can be added to a quarter is dependent on the Plan Quarter Content Limit setting, found on the Settings page.


Whenever an activity without an explicit due date is added to the Plan it will be added to a quarter based on the activity’s duration, the account’s quarterly content limit, and the next available quarter. Activities with an explicit due date will go into the quarter of the respective due date.

Activities without durations will use these default values:

  • Collection - 3 hours
  • Path - 1 hour
  • Standalone activity - 10 minutes

Dragging/moving activities between quarters will not take into account the content limit at all.