If enabled for your organization, all users can author and collaborate on Plans. However, if you want to create a Plan that is visible to your entire organization, you must have specific permissions to do so.
Permissions may be required to access some pages in Degreed or perform specific tasks. For more information, see Permissions in Degreed (accessible by Degreed Admins only).
Required Permission: Create Organizational Plans: required to make a Skill Plan available to your entire organization.
Related Permissions:
- Create Organizational Plans and Manage Plans and Directories - To create Role Plans
This procedure only explains how to set up a new Plan. To add content, Pathways, Skills, People, or Groups to it, see the associated article in the Knowledge Center.
To Create a Plan
- On the Home page, click the Plans option from the navigation panel.
The Plans page displays. - Click the +Create label at the top of the page.
The Create Plan dialog box displays. - Enter a Plan Title.
The Title field may autopopulate with suggested roles or job titles that exist in your Skills I/O. If you are creating a Plan specific to one of these roles, you can select it from the list. Optionally, you can enter your own Title.
- Optionally, enter a Subtitle.
This displays on the Plan's tile in Degreed:
If you choose not to enter a Subtitle, Skill Plan displays by Default. - Select a Plan Purpose.
- Skill Plan: Create a Plan that focuses on a specific skill.
- Role Plan: Create a Plan that focuses on a job role or career path.
- Enter a Description.
The description displays when a learner opens the Plan.If you add an image to the Description text field, the image displays in the Plan header when viewing or accessing the Plan. Since this image displays in its actual size, we recommend using an image with a width of at least 1116px if you want the image to fill the width of the page. - In the Image uploader, select an Image that displays on the Plan's content card.
See Image Size Requirements for image specifications. - Add a Plan Primary Contact. Search for and select a name from the list. You can add or change the primary contact when editing the Plan page.
- Select a Visibility option from the drop down.
If you do not want this Plan to be available to others in your organization immediately, we recommend you select Private to collaborators.
See Plan Visibility Settings for details about visibility options.
When you are ready to make the Plan available to others, you can Edit the Plan's Visibility Setting. - Optionally, select Endorsed to show your learners that this Plan is approved by your organization.
- Click the Create Plan button.
The Plan page displays, where you can add additional Skills, content, Pathways, Groups, and People.
The Plan is now active in Degreed, and available based on the visibility setting.