Prerequisites

• Must have some users created and enrolled in a course.

1. Go to the Administration block > Site administration > Users > Accounts > Cohorts.
2. Click the "Add new cohort" tab.
3. Fill in the "Name" field and click "Save changes".
4. Click the "Assign" icon (looks like a silhouette of a persons head) in the edit column.
5. Add some users to the cohort.
6. Log in as the administrator.
7. Go to the Administration block > Site administration > Competencies.
8. Click on "Competency Frameworks".
9. If you don't have any competency framework add one.
   1. Click on "Add new competency framework"
   2. Fill in the Name, Id number, configure scales, and save.
10. Click on your framework in the tree.
11. Click "Add competency"
12. Fill in the Name and Id number.
13. Create another competency.
14. Create another framework and add two competencies to that framework.
15. Go to the Administration block > Site administration > Competencies.
16. Select "Learning plan templates".
17. Follow the "Add new learning plan template" button.
18. Fill in the "Name" field with a name and click "Save changes".
19. Click on "Learning plan templates".
20. Click on the name of the learning plan template.
21. Click the "Add competencies to learning plan template" button.
22. Select a competency and click "Add".
23. Click the "Add competencies to learning plan template" button.
24. Select a different "Competency Framework" and select a different competency (click "Add").
25. Both competencies should be displayed with details of the framework.
26. Go to the Administration block > Site administration > Competencies.
27. Select "Learning plan templates".
28. In the "Edit" drop down select "Add cohorts to sync".
29. Select the cohort that you created earlier and click "Add cohorts".
30. You should see a message saying " {number} plans were created" where {number}

    is the number of users in the cohort. If instead you see a message saying none was created then run the scheduled task \core\task\sync_plans_from_template_cohorts_task from Site administration > Server >Scheduled tasks.