This article provides the "big picture" of a PG Super User's Professional Learning Management (PLM) solution. These high-level topics include activity and form flow management, basic user types, and administrative roles.
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Tracking and Managing Professional Learning
PLM is a highly configurable system that allows organizations to track and manage professional learning in different ways and to grow and change over time.
Generally speaking, most learning is managed via activities, forms, or a combination of the two. This level of flexibility allows the system to support the needs of your organization.
Understanding Activities
Activities are added to the catalog by a Catalog Administrator. Once added, they are available to learners and follow a life cycle, starting with registration.
As PLM is highly configurable, you have numerous options when it comes to managing activities. These options allow the experience to align with your organization’s needs.
This is a fairly typical example of an activity life cycle:
Each action within the life cycle will be completed by the following user types:
| Action | User Type | |
|---|---|---|
| Registration Process | Learner, Instructor, Catalog Admin | |
| Learning Process | Learner | |
| Evaluation Completion | Learner | |
| Mark Attendance | Instructor, Activity Owner | |
| Credit/Hours Granted | Catalog Admin, Activity Owner | |
| Activity Archived | Catalog Admin |
Understanding Forms
Forms shape a user's experience, and you have a number of different forms that can be put into action.
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Form types include: |
There are also other form types that can track learning within an organization. These alternatives include forms that work in conjunction with activities (e.g. registration forms to get approval to register in an activity within the district catalog or mark-complete forms, which allow the learner to provide more information once the learning is complete.
These forms can be configured to capture the information your organization needs in accordance with the rules and routings that align with your approval process.
Roles, Actions, & Visibility
Your system configuration determines the visibility and actions for each user type, and it also determines how you can use the system to track and manage learning in your organization.
LearnerIncludes educators, teachers, or anyone using the system to track and manage their professional learning. Learners may search and register for activities, or they can submit requests to participate in external learning opportunities. |
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InstructorIncludes those with additional permissions who support learners with activities. When assigned to activities, instructors can view and print rosters, communicate with participants, and take attendance. |
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ApproverMay receive approval requests and are responsible for reviewing and responding to these requests in a timely manner. (Note that these requests are organized within an Approvals section in the application.) |
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Catalog AdminResponsible for adding and managing activities in the district catalog. It is important for Catalog Admins to remain familiar with how their organization uses the system and to understand what options are available when setting up activities. This ensures a smooth experience and enables the desired reporting. |
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PG Super User or Organization AdminPG Super Users and Organization Admins are responsible for managing all or part of the system. Their options and visibility are ultimately determined by their system permissions. Responsibilities can include: |