MyLearningPlan.com - Help System
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1. 2 Try the following steps if you know your Username password but still can t log in If you have verified your username password please try the following A If you are using AOL as your internet provider do NOT use the AOL web browser Once you connect to AOL do Page 1 of 18 MyLearningPlan NOT click the IVTERNET menu item Instead manually launch Internet Explorer and go to www MyLearningPlan com B Verify your browser settings in Internet Explorer a Clear out all Temporary Internet Files and Cached Objects To do this Open IE Internet Explorer click on the Tools Menu then Internet Options If using a Macintosh computer running Operating System 9 1 or earlier click on the EDIT menu item and then choose PREFERENCES If you are using a Macintosh computer running Operating OS X or later click the EXPLORER menu item and then choose PREFERENCES On the General Tab press the Delete Cookies button click OK YES to any confirmation messages x Next while still on the General Tab press the Delete Files Button Make sure to check the box next to Delete all offline content and click OK YES to apply Depending on how much is in your Temporary Files this could take several minutes to complete Reset IE Privacy Setting to Default To do this while still viewing the Internet Options box click on the Privacy Tab Make sure the setting is at Medium or lower If not click on the Default button to reset the default2. Plan tab By clicking the Learning Plan tab along the top of the screen you will be brought the main workspace 2 Review the Catalogs listed under the Activities section of the left navigation bar By default the District Catalog is visible under the Activities heading in the left navigation bar Some organizations may change the name of this catalog Clicking the District Catalog link will list all of your organization s activities If other catalogs are listed click the title of that catalog and follow the on screen prompts to view the activities from those regional course providers Note Each organization selects the name of the catalog Therefore the actual name listed may be different than what is shown below Not all organizations will use the regional provider catalogs EI 3 Click the appropriate catalog to view the activities courses By clicking the catalog name you will be presented with a list of courses activities that are available in that catalog Click here for directions to register for an activity Page 5 of 18 MyLearningPlan Viewing My Portfolio Users can access their portfolio to view all their completed activities broken down by year purpose and goals Use these steps 1 View My Portfolio To access your portfolio click on MY PORTFOLIO on your left menu Register for an Activity in the Catalog Organizations may opt to post their professional development offerings in the District Catalog Clicking the Di
3. can view that activities approval status 4 Email a Reviewer If the name of a reviewer is underlined in the Approval Status section they can be emailed directly from this screen Should you have a question regarding your request click on a name to launch your default email program EB 5 Review a Submitted Form To review a form that has been submitted click on the View Print Form link under the Actions heading Submit an Activity for Final Credit Once an activity is complete you may need to Mark Complete in order for the activity to be submitted for final credit Use these steps 1 Click the Learning Plan tab By clicking the Learning Plan tab along the top of the screen you will be brought the main workspace 2 Review the list of activities in the My Requests view All current approval requests are displayed in the My Requests section in the center of the Learning Plan screen The title of the activity is displayed under the current approval status pending pre approval request more info denied approved and in progress pending final credit etc El Please Note You can only perform this function on an activity that is approved and in progress 3 Click the Activity Title in question By clicking the activity title you will access the activity status screen This screen contains the options to mark the activity as complete EI Page 10 of 18 MyLearningPlan 4 Click the Mark Complete link The Mark Comple
4. it is fully removed from the system If a substitute was scheduled for you verify that the substitute is cancelled El 4 Confirm the Drop Click YES to confirm the Drop E Edit a completed activity Page 11 of 18 MyLearningPlan Once an activity is completed and located in My Portfolio only someone from your organizations with the appropriate access to MyLearningPlan can add or edit the activity If you are missing activities or the existing activities have inaccurate data you will need to contact someone in the professional development department of your organization for assistance To review the information for each activity listed in your Portfolio follow the steps below Use these steps 1 Click the Learning Plan tab By clicking the Learning Plan tab along the top of the screen you will be brought the main workspace 2 Click the My Portfolio link to view your records The My Portfolio page shows all of your completed activities 3 Review each activity Click on the title of an activity in your Portfolio to review the details 4 What to do if you are missing an activity or course or the number of hours or credits are listed incorrectly If a course or activity is missing from your portfolio or the hours or credits listed for an activity are wrong you must contact your organization for guidance This information can only be edited by someone in your organization with specific access to MyLearningPlan to make
5. keywords request approval form conference in service leave Use these steps 1 Click the Learning Plan tab By clicking the Learning Plan tab along the top of the screen you will be brought the main workspace 2 Review the forms listed in the left pane of the screen Your organization may create online forms for various purposes Some organizations will have multiple forms while others will have only one or none Selecting the appropriate form is crucial If the form selection is not obvious contact your organization s professional development coordinator El 3 Click the form title that you wish to fill out Page 8 of 18 MyLearningPlan Click the title of the form that you wish to complete 4 Complete the form Review and complete the form Some fields on the form are required These are highlighted with a grey background color Values MUST be placed into these fields El 5 Click the Submit button at the bottom of the screen When the Submit button is clicked the request will be submitted and forwarded for approval 6 Review the approval routing summary When a form is submitted the screen will show a summary of the approval process for the submitted request El Please Note If the approval process seems incorrect Drop the Activity Request Review the User Profile to make sure all of the building and department assignments are correct re submit the form If you continue to experience problems cont
6. on the form Click Submit when complete to save the changes EI Change Information about me My User Profile The User Profile includes important information about you It is possible to update your profile to reflect name changes building re assignments new email address etc The information in the User Profile can be updated at any time keywords user name login location Use these steps 1 Click the Learning Plan tab By clicking the Learning Plan tab along the top of the screen you will be brought the main workspace 2 Update your User Profile By clicking the My User Profile link you ll access your account profile which contains the following information 1 First and Last Name 2 Email Address and Notification Options 3 Building Assignment 4 Department Assignment 5 Grade Levels You may update any of this information at any time 3 Update Your User Profile The User Profile contains vital information about your account The routing of approval forms and activities that are viewed in the catalog are determined by the assignment selections in the User Profile It is important to make sure they are accurate Specifically review the following and change as necessary A User Information Update First Last Name and email address B Email Notification Preferences Update email address and set notifications as desired Please note Multiple email addresses can be added by separating each with a semicolon for examp
7. settings EI Tf you would not like to set your Privacy settings to the default Medium you will have to at least enable Session Cookies in the Advanced properties You can also enter www mylearningplan com as an explicit site that you allow cookies from Restore Advanced Defaults To do this while still viewing the Internet Options box click on the Advanced Tab Click the Restore Defaults button x Click the OK button at the bottom to close the Internet Options box Close all open instances of Internet Explorer then start Internet Explorer again and go to http www mylearningplan com and click the LOGIN button in the top right corner End User Tutorial Webinar This webinar focuses on the features and functions on the Learning Plan tab Use these steps 1 Launch Webinar Page 2 of 18 MyLearningPlan Click here to Launch Webinar Change My Username Login Your Username is the name you use to log in to MyLearningPlan Your MyLearningPlan Username must be unique You may need to try several before finding one the system will accept Note Some organizations restrict users ability to change their User Name This is the case if there is no Change User Name option located on the Learning Plan page Use these steps 1 Click the Learning Plan tab By clicking the Learning Plan tab along the top of the screen you will be brought the main workspace 2 Click the Change Username link Clicking the Change Username li
8. MyLearningPlan Learning Plan User Manual Logging into MyLearningPlan End User Tutorial Webinar Change My Username Login Change My Password Change Information about me My User Profile View News amp Info items View a Catalog Viewing My Portfolio Register for an Activity in the Catalog Use the Calendar feature Submit an Approval Request Form Monitor the status of a request Submit an Activity for Final Credit Cancel Drop a Request Edit a completed activity Access the Team Room Participate in Discussions Use File Sharing Participate in a Survey View results of a Survey Add a Personal Goal Inactivate Edit a Personal Goal Print a Completion Certificate Check my State Certificates Licenses Logging into MyLearningPlan Logging into MyLearningPlan requires a Username and Password If this is your first time ever logging into MyLearningPlan contact your organization s MyLearningPlan administrator to obtain your Username Review any MyLearningPlan documentation that they may have provided If you do not remember your password click here to access our automatic password retrieval feature If you do not remember your Username click on the Contact Us link on the left side of this screen to send a request to retrieve your Username If you continue to experience difficulty review the following steps Use these steps 1 Login to MyLearningPlan Enter a Username and password in the Login Box at www MyLearningPlan com
9. act your organization s professional development coordinator 7 Click Return to Main Click the Return to Main button to return to the main Learning Plan screen 8 Verify that your submitted request is visible in the My Requests list Every submitted request should appear in the My Requests list that is visible on the main Learning Plan workspace Depending on the organizations approval process the request will be listed under the status titled Pending Pre Approval or Approved and In Progress EI Monitor the status of a request When a request is submitted for approval it is routed through an approval process as configured by your organization Monitor the progress of this approval process by following these steps Use these steps 1 Click the Learning Plan tab By clicking the Learning Plan tab along the top of the screen you will be brought the main workspace 2 Review the list of activities in the My Requests view All current approval requests are displayed in the My Requests section in the center of the Learning Plan screen Page 9 of 18 MyLearningPlan The title of the activity is displayed under the current approval status pending pre approval request more info denied approved and in progress pending final credit etc x Please Note You can only perform this function on an activity that is approved and in progress 3 Click the title of the activity to view the status By clicking the title of the activity you
10. an includes a full functioning survey tool Survey s may be created and assigned to particular users Use these steps 1 Select a Survey Click on the name of a survey in the Surveys box to access that survey EI Survey section on your Learning Plan page your organization has not enabled this feature 2 Note Anonymity setting There is a note located at the top of the survey indicating whether your responses are anonymous or not Anonymous responses indicates that no users in your organization can determine who has sent in the response Surveys that are not anonymous enable administrative users to see the name of the respondent with the survey response El 3 Complete the survey Complete the fields on the survey Note required fields are indicated by a light blue background These must be complete before a survey can be submitted EI Page 14 of 18 MyLearningPlan 4 Submit the survey Click the SAVE button at the bottom of the screen to submit your results 5 Return to the Learning Plan page Click on the Back button to return to the Learning Plan page View results of a Survey Surveys can be created so that participants can see the results of all participants AFTER you have completed a survey Use these steps 1 Click the Interactive Surveys link Click the Interactive Surveys link in the configuration window If you do not see the configuration your account has not been set up with appropriate rights to perform this
11. changes Access the Team Room The Team Room has been designed to foster team learning for participants of an activity The Team Room includes two parts discussion threads and file sharing Use these steps 1 Login to MyLearningPlan Enter a Username and password in the Login Box at www MyLearningPlan com 2 Select an activity Click on the title of an activity from the Approved and In Progress list x 3 Access the Team Room Click on the Team Room link Note Team Rooms are only accessible if they have been activated when entered into the catalog Not all activities will have Team Rooms 4 Participate in the Team Room Once in the Team Room you can access either File Sharing or Discussions Note activities can be set to have no Team Room or have a Team Room with only File Sharing OR Discussions EI Page 12 of 18 MyLearningPlan Participate in Discussions The discussion section includes threaded discussions on topics determined by the participants of an activity Use these steps 1 Access the Team Room Click here for directions to access the Team Room 2 To Read the Comments in a Discussion Click on the title of a discussion thread EI The comments are listed in the order they were added Most recent on the bottom El 3 To Add Delete a Comment in an existing thread Type your comment in the box below the existing comments The maximum length for the comment is 2048 characters including punctua
12. endar box is checked on the calendar view Events can be added by using the Add Event link at the top of the screen or the Quick Add link located at the bottom of the screen To use the Add Event tool click the Add Event link located on the top left side of the calendar Complete the calendar entry Add Edit form then click save If the activity is not displayed on the calendar make sure the box next to My Calendar is checked To add a personal event using the Quick Add feature fill in the fields beneath the calendar and click Add ia 6 Change Calendar Views Calendars can be displayed in month day or list views To change the view click on the appropriate link located on the top left corner of the calendar screen x Submit an Approval Request Form MyLearningPlan enables organizations to post blank forms relating to professional development If an organization has configured MyLearningPlan to use these forms they will appear on the left navigation bar under the Fill In Forms heading These blank forms are used for a variety of reasons including requesting prior approval to attend an activity that is not in the District Catalog e g requesting prior approval to attend an out of town conference Every organization will have their own procedures and processes for using these blank forms For further guidance please consult your organization s professional development coordinator or appropriate administrator for assistance
13. est Approval button will forward the request to the appropriate approvers Once approved the enrollment will be complete and the activity title will appear under Approved and In Progress on the Learning Plan page Note Depending on how your organization has configured MyLearningPlan after clicking Request Approval you may see an activity form Complete any necessary fields on this form and then click Submit at the bottom of the form to continue the registration process Page 6 of 18 MyLearningPlan Sign Up Now button the activity does not require prior approval Clicking on the Sign Up Now button will immediately process the enrollment Join the Wait List button The activity is full and there is a wait list Clicking the Join the Wait List button will add the users name to the wait list 5 Review the Confirmation Message A confirmation message will be displayed indicating that the registration has been successful If there was not prior approval necessary you clicked the Sign Up Now button the confirmation message will look like this El If prior approval was necessary you clicked the Request Approval button the confirmation will display the approval list EI Use the Calendar feature The calendar feature enables users to view the professional development catalog in calendar format Additional calendars created by your organization can also be viewed and overlaid on top of each other Individual users can add
14. function 2 Click on the title of the Survey Click on the title of the Survey 3 Click on the RESULTS button El 4 The results of the survey will appear in a graphical format EI Add a Personal Goal MyLearningPlan users may add personal professional development goals Once goals are entered they will appear on approval forms and can be aligned to individual activities NOTE Some organizations my choose to disable personal goals This is the case if you do not see the Personal Goals link on the left navigation bar as described below Use these steps 1 Click the Learning Plan tab By clicking the Learning Plan tab along the top of the screen you will be brought the main workspace 2 Click the My Personal Goals link on the left navigation bar Click the My Personal Goals link to access your personal goals 3 Review your existing Goals Note the Active or Inactive status 4 Click the Add New button Click the Add New button to add a new entry EB Page 15 of 18 MyLearningPlan 5 Complete the Personal Goal form Complete the fields on the Personal Goals form E Note Active personal goals will appear on each form that is submitted Active YES should be selected for current goals No should be selected 1f the goal is no longer active it will not appear on any new request submissions Click the Save button at the bottom of the form Click the Save button at the bottom of the form to save the changes The
15. le jdoe GreatRiver k12 ny us jdoe MyLearningPlan com Building Selection Pick a primary building assignment Department Selection Pick your primary department assignment Grade Selection Pick grade levels moO g 4 Click the Save button at the bottom of the form Click the Save button at the bottom of the form to save the changes 5 Once you have saved your User Profile the updated information is immediately activated Page 4 of 18 MyLearningPlan Once you save the User Profile screen your account details will be updated immediately View News amp Info items The News amp Info section is made available by your organization It is used to keep you informed of important information Use these steps 1 Select a news item Click on the title of an item in the News amp Info box to view the details EI Learning Plan page your organization has not enabled this feature 2 Print a hard copy Click on the Print button to print a hard copy of this screen 3 Return to the Learning Plan page Click on the Back button to return to the Learning Plan page View a Catalog Some organizations will post their professional development offerings in a Catalog In addition some organizations may opt to post course offerings from selected regional providers Us BOCES ESC etc Simply click the District Catalog or other regional providers link to view the course offerings Use these steps 1 Click the Learning
16. new goal will now appear on all request forms All active goals will appear in all form submissions Inactivate Edit a Personal Goal It is not possible to delete a personal goal Personal goals may only be modified or made inactive Inactive goals no longer appear in any approval forms Goals may be edited to make minor modifications Any changes made to a personal goal will update all previous references to that goal Use these steps l Click the Learning Plan tab By clicking the Learning Plan tab along the top of the screen you will be brought the main workspace Click the My Personal Goals link on the left navigation bar Click the My Personal Goals link to access your personal goals Click the goal title that you wish to edit Locate the goal to be edited Click on the Goal Title EI Update the information on the Personal Goals form When you update information on a personal goal that update is applied to all instances where the goal was referenced Personal goals should not be edited to make significant changes to the goal If significant changes must be made we recommend marking the goal as inactive and creating a new one To set a Personal Goal as inactive To set a Personal Goal as inactive set the status to Active NO When a personal goal is inactive it is no longer accessible when submitting new request forms i Click the Save button at the bottom of the form Click the Save button at the bottom of
17. nk in the left pane will display a series of questions that will guide you through the process EI 3 Follow the on screen prompts 1 Type your desired Username and click Submit this will check to see if that user name is available 2 If the Username is available you ll be prompted to enter your email address and your password to complete the transaction 4 Your new Username will be in effect immediately The next time you attempt to login you must use your updated Username Change My Password This procedure reviews the steps required to change your MyLearningPlan password Note Some organizations restrict users ability to change their password This is the case if there is no Change Password option located on the Learning Plan page Use these steps 1 Click the Learning Plan tab By clicking the Learning Plan tab along the top of the screen you will be brought the main workspace 2 Click the Change Password link in the lower left pane For greatest security passwords should be changed at regular intervals Hint Verify that the User Profile contains a valid email address so that the automated password retrieval function can be used Page 3 of 18 MyLearningPlan Please note Some organizations may hide this link If it is not displayed passwords can not be changed Please contact your organization s professional development office for assistance 3 Complete the Password Change Form Complete all information
18. personal events to the My Calendar Personal events can not be viewed by anyone other than the user that has entered them Note Calendars are made available when requested by your organization If you do not see any reference to calendars on your Learning Plan page your organization has not requested that the calendar feature be enabled Use these steps 1 Click the Learning Plan tab By clicking the Learning Plan tab along the top of the screen you will be brought the main workspace 2 Click the Calendar link Click on the Calendar link on the left navigation bar Note Calendars are made available by your organization If the Calendar link is not visible your organization has not enabled the Calendar feature EI 3 Navigate to the correct month Navigate through the months b clicking on the previous month next month links x 4 View multiple calendars Additional calendars are located in the navigation bar on the left side of the screen Click in the box next to the calendar name to view the events on that calendar a check mark in the box indicates that the associated calendar events are being displayed on the calendar Select multiple calendars to view them simultaneously Clicking on the box again will remove the check mark and remove the associated activities from the calendar view A Page 7 of 18 MyLearningPlan 5 Add a personal event Personal events can be added to the calendar They appear when the My Cal
19. strict Catalog link on the left blue navigation bar will display the organization s offerings Clicking on the title of an activity will display additional information and begin the enrollment process keywords register enroll catalog Use these steps 1 Review the activity list Activities are listed in date order Clicking on the title of the activity will display additional details The number enrolled shows the number of people currently enrolled in the activity and the maximum number allowed in the activity EI 2 Note the By Month viewing Options as well as the Advanced Search Click any month to view the offerings that are available for that month Click the Advanced Search to access additional search criteria 3 Click an activity title to view more information about the offering When the Activity Title is clicked detailed information about the course workshop activity is displayed El NOTE The Personal goal selection will either appear on this screen or on a form once the Request Approval button is clicked depending on the organizations configuration Click in the boxes next to the personal goals to align activities to that goal 4 To register for an activity click the button on the right side of the screen There are several possible buttons that may appear for registration The differences are described below Request Approval button the activity requires prior approval before enrollment Clicking on the Requ
20. te button is located towards the bottom of the screen under ACTIONS x NOTE If the Mark Complete link is not active it is most likely because A There is a mandatory evaluation form that must be completed first Click on the activity evaluation form link located just above the Mark Complete link to access the evaluation form B The amount of time granted by your organization for you to Mark Complete an activity after the end date of the activity has expired Contact your organizations professional development department for further instructions C Your organization has already completed this step for you 5 Complete the Activity Completion form The Activity Completion screen contains fields for expense tracking and providing comments to those responsible for granting final approval for the activity If no expenses were incurred or you do no wish to enter a comment those entries may be left blank x 6 Click the Submit button When this action is completed the request is automatically submitted for final credit approval Cancel Drop a Request Use the Drop function if it is necessary for you to cancel your registration Use these steps 1 Click the Learning Plan tab By clicking the Learning Plan tab along the top of the screen you will be brought the main workspace 2 Select an Activity Click on the activity title to view the activity details screen EI 3 Click DROP to cancel the request Once the course is dropped
21. the form to save the changes Page 16 of 18 MyLearningPlan Print a Completion Certificate Once you have received final credit for attending an activity MyLearningPlan will automatically create a completion certificate to be accessed through your portfolio NOTE You must have Adobe Acrobat Reader installed on your computer to access a completion certificate If you do not have Adobe Reader installed it can be downloaded for free at www adobe com Use these steps 1 Click the Learning Plan tab By clicking the Learning Plan tab along the top of the screen you will be brought the main workspace 2 Click on the My Portfolio link Click on the My Portfolio link on the left navigation bar EI 3 Select the Activity Click on the title of the activity for which you would like to print a completion certificate EB 4 Click Print Certificate Click the Print Certificate link under the ACTIONS section of the screen EI 5 Click the link to view print the Certificate Click the link to view the certificate Once the certificate is displayed use the print function in your browser to print a copy A Check my State Certificates Licenses Certified teachers in NY PA OH MN and KS can download their teaching certificate information from the State website keywords license certificate Use these steps 1 Click the Learning Plan tab By clicking the Learning Plan tab along the top of the screen you will be brought the main
22. tion and spaces Click the ADD button when complete To delete a comment click on the X icon next to the comment Note you can only delete comments that you add ei 4 Add a New Discussion Thread From the Team Room type the title of the comment in the Start Comment box Click the Start Comment button EI The title will appear on the Topic List with 0 comments Click on the title to add a comment Use File Sharing File sharing enables participants of a Team Room to share files File Sharing is a two step process The first step is to upload a file to MyLearningPlan using the My Files feature The second step is to share the file Page 13 of 18 MyLearningPlan Use these steps 1 Use the File Library to upload a file the first step in file sharing is to upload a file to MyLearningPlan You can upload and share any electronic file Click here for directions on using the File Library 2 Share a file Once a file is in your File Library you can share it in a Team Room To share a file click the Share link next to the file name EI 3 View a shared file To view a file that is shared click on the file name in the Team Room EI 4 Remove a shared file To remove a shared file click on the X next to the file name You can only remove files that you shared Note a removed file will remain in your file library but it will not be able to be viewed by others Participate in a Survey MyLearningPl
23. workspace 2 Click the My Certificates link Click the My Certificates Link on the left side of the screen a A screen will appear showing the teaching certificate information that is currently on file E Page 17 of 18 MyLearningPlan If there are certifications missing click the Download button to refresh the information Note If your certificates are not successfully downloaded it is likely due to one of the following 1 Your account does not have a valid ID number specified Contact your organization s professional development office 2 Your certificate information as stored at the state department of education may be incorrect Please contact the appropriate state department to review the information 3 In KS MN and OH The state may have your certificate information listed under a different name maiden name perhaps Contact the state department of education to update their records 4 In PA If you currently hold an Emergency Certificate it will not be available using this feature Page 18 of 18
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