PLM Solution Orientation

This article explains what is covered in the Frontline Professional Learning Management (PLM) solution orientation webinar for Organization Administrators. This article summarizes key PLM concepts, including activities, activity setup and lifecycle management, forms and approval routing, and user roles and permissions.

Purpose of the Orientation Webinar

Webinar goal and scope include:

• Activities and how they support professional learning tracking
• Forms and how they shape user workflows and approvals
• Managing users, roles, and permissions
• Finding ongoing resources, training, and support resources

PLM is highly configurable, so system views and available options can vary by district.

Core PLM Concepts

• Activities are learning opportunities in the catalog that move through a lifecycle and support tracking and hours.
• Forms shape workflows across PLM and can support approvals through district-defined routing.

User Types in PLM

• Learners
• Instructors
• Activity owners
• Approvers
• Organization admins

Activities in PLM

• Activities are offered through programs and appear in the catalog.
• Activities can be workshops, online learning, blended learning, or collaborative learning.

Catalog and Program Structure

• Programs organize activities and support filtering and reporting.
• Activity profile forms are used to create activities and are tied to programs.

Creating an Activity

Navigation: Activities > Add/Edit Activities > Create Activity

• Enter activity name, start date, end date, and program.
• Complete required fields before publishing.
• Save drafts during setup.
• Use catalog viewing dates to control when learners can see the activity.

Registration and Approval Settings

• Registration forms can collect additional information or require approvals.
• Approval required settings determine whether a registration form is used.
• Waitlists can automatically enroll the next learner when a spot opens.

Steps, Resources, and Meetings

• Steps support asynchronous learning and can include step hours.
• Resource steps must reference items in the resource library.
• Meetings support synchronous learning and contribute to total hours.

Publishing and Editing Considerations

• Review steps and meeting setup before publishing.
• After the first registrant, steps cannot be edited and new meetings cannot be added.
• Existing meetings can be rescheduled and meetings can be canceled.

Activity Lifecycle

• Registration
• Learning participation
• Attendance review
• Completion and awarding hours
• Archive

Forms in PLM

• User profile forms
• Activity profile forms
• Registration forms
• Fill-in forms for requests and approvals

Approvals, Rules, and Routing

• Rules define the order of approval steps.
• Routing defines who completes each step.
• Prior approval may be used as permission to participate.
• Final approval supports completion and awarding hours.

Managing Users, Roles, and Access

• Roles control permissions and may be preconfigured or custom.
• Users may need additional roles for instructor, activity owner, approver, or admin responsibilities.
• Managing User Access supports invitations, account status tracking, and access changes.

Learning Center, Support, and Training Resources

The Learning Center is the hub for support and ongoing learning. Select Help Resources in the top right of your application and select Frontline Support to open the Learning Center.

• Learning Center search and browsing.
• Chat and ticketing options.
• Getting Started resources and learning paths.
• On-demand webinars and upcoming events.
• Professional Growth community and newsletters.