1. Welcome to the MyLearningPlan.Com
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
Welcome to the MyLearningPlan.Com
Approver’s Guide
In this guide, we’ll review the following topics:
Overview of the Approval Process
How to Pre-Approve a Request
What to do while the activity is “In Progress”
Provide Final Credit Approval
Enabling Reminder Notification
Monitoring Enrollment Status
Printing Roster Sign-In Sheets
What you should know about Roster Management Tools.
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01 Welcome

2. Approval Process Review
Overview
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
Approval Process Review
MyLearningPlan.Com is a web based tool that is used to manage professional development.
Your organization has created approval forms for various activities (in service, conferences, graduate courses, etc.). Each form has it’s own approval process associated with it.
Conference Form Example
Building Other In Other Business
Level Approval Progress Approval Office
Approval
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02 Overview-1

3. Overview Return to www.MyLearningPlan.Com Previous Home Next
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
District Catalog
MyLearningPlan.Com contains a catalog feature which allows your organization to post activities on-line.
Faculty and Staff can view the activities and enroll in selected offerings. When they register for a course, an approval request form is automatically submitted.
When activities are posted in the catalog, many tools are available to better manage the many approvals that may result. These include:
> Roster management to Pre-Register participants
> Quick Approve options for one-click approvals
> notifications (daily notification of approval requests)
> Print Rosters for collecting attendance.
> Instructor features that allow instructors to submit attendance.
> Roster management to batch approve
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03 Overview-2

4. Bringing it all together
Overview
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
Bringing it all together
It is important to understand that staff can submit blank request forms or they can register for courses listed in the Catalog.
Faculty/Staff should review the activity catalog for your organization’s activities. When they enroll in an activity, the approval form is submitted automatically and your organization can use the many tools to ease the burden associated with the approval process.
If the faculty/staff member cannot find a suitable activity in the district catalog, they can submit a blank form (conference, graduate credit, special project, etc) to request approval to attend an activity that they have identified. The “blank” form is routed through the designated approval process.
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04 Overview-3

5. Logging In Return to www.MyLearningPlan.Com Previous Home Next
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
Step 1: Launch a browser and go to
Step 2: Click the Login button on the top right corner of the screen.
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05 Logging In-1

6. Logging In Return to www.MyLearningPlan.Com Previous Home Next
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
Step 3: Unless otherwise specified by your organization, your initial username/password uses the following convention:
Username = Address
Password = Contact your district MLP Administrator
Example: Michael Johnson would use:
Username =
Password = ???????
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06 Logging In-2

7. Logging In Return to www.MyLearningPlan.Com Previous Home Next
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
Step 4: Enter your username/password and click the Log In Button.
Note: If you experience difficulties logging in, review the options in the left pane of the screen.
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07 Logging In-3

8. Logging In Return to www.MyLearningPlan.Com Previous Home Next
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
Step 5: By default, you’ll view the “Learning Plan” workspace. This is the faculty/staff workspace. To access the Approver functions, click the “District Admin” tab as noted below.
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08 Logging In-4

9. Pre-Approval Return to www.MyLearningPlan.Com Previous Home Next
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
In this section, we’ll review the steps required to pre-approve a request. Staff members will submit request forms that may be routed to you for approval. These steps explain the approval process.
Step 1: When faculty/staff enroll in district catalog activities or submit “blank” forms, approval requests will automatically appear in your “Awaiting Pre-Approval” bin as shown below.
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09 Pre-Approval-1

10. Pre-Approval Return to www.MyLearningPlan.Com Previous Home Next
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
Step 2: Click the submitter’s activity title to review the request form
note: By clicking the submitter’s name, you can review that users portfolio.
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10 Pre-Approval-2

11. Pre-Approval Return to www.MyLearningPlan.Com Previous Home Next
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
Step 3: Review the request form
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11 Pre-Approval-3

12. Pre-Approval Return to www.MyLearningPlan.Com Previous Home Next
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
Step 4: Scroll to the bottom of the form for approver options
Review the approval summary
Review the financial summary information
Assign a budget code (optional)
Leave comments to the next approver (submitter cannot see)
Leave comments to the submitter
APPROVE/DENY/Return for MORE INFO/PRINT
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12 Pre-Approval-4

13. Quick Approve Return to www.MyLearningPlan.Com Previous Home Next
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
What is Quick Approve?
Some activities will have a Quick Approve option. Look for the icon next to the request. When Quick Approve is enabled, the request can be approved by clicking the icon (without having to view the form).
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13 Quick Approve

14. What to do when an activity is “In Progress”
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
What to do when an activity is “In Progress”
When an activity is “In Progress”, it is in the submitter’s control. When the activity is completed, this person MUST login to MyLearningPlan.Com to submit the request for final approval. Specifically, they must “Mark Complete” the activity.
Please note: In some instances (for activities posted in the Catalog), this step may not be necessary (as instructors may submit attendance, or other administrators may use the roster management tools to perform a batch final credit approval). It is best to inform faculty/staff that they must perform this step unless otherwise instructed.
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14 In Progress

15. Final Credit Approval Return to www.MyLearningPlan.Com Previous Home
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
When a staff member has completed an activity, they will submit it for final credit approval by clicking the “Mark Complete” button. You may receive a request for Final Credit approval. The steps below outline this process.
Step 1: Review the list of activities that are awaiting final credit approval (as noted below). Click the title of the activity to access the request form.
Step 2: Approve the form as noted in the Pre-Approval procedure.
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15 Final Credit Approval

16. Email Notification Return to www.MyLearningPlan.Com Previous Home Next
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
In this section, we’ll review the notification options.
It is important to note that approvers are required to take action on any activities that are awaiting their review.
If an approval request is not acted upon, the item will remain unapproved and the faculty/staff member’s request will be ignored.
An notification option is available. When enabled, approvers will receive a daily summary of any approval requests that are pending their review.
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16 Notification-1

17. Email Notification Return to www.MyLearningPlan.Com Previous Home Next
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
Step 1: The Notification option is listed in your “User Profile”. Click the “Learning Plan” tab to access your User Profile link.
Step 2: Click “My User Profile” to access your account details.
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17 Notification-2

18. Email Notification Return to www.MyLearningPlan.Com Previous Home Next
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
Step 3: Add your address in the field provided.
Step 4: Set Notification = YES
Step 5: Click SAVE at the bottom of the screen.
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18 Notification-3

19. Monitor Enrollment Status
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
In this section, we’ll review a District Admin tool that will provide detailed enrollment status information (for any of the activities listed in the District Catalog).
Step 1: When activities are posted in the catalog, it is possible to monitor the enrollment status for the upcoming activities.
Step 2: Verify that you are on the “District Admin” page.
Step 3: Simply click the “Enrollment Status Link”
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19 Enrollment Status-1

20. Monitor Enrollment Status
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
Step 4: Review the enrollment information
20 Enrollment Status-2
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21. Print Rosters Return to www.MyLearningPlan.Com Previous Home Next
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
In this section, we’ll review the “Print Roster” feature which allows District Admins to print sign-in sheets.
Step 1: Verify you are on the “District Admin” page
Step 2: Click the “Print Rosters” link.
Step 3: “Check” the activities you are interested and scroll to the bottom and click Print
21 Print Rosters
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22. Roster Management Return to www.MyLearningPlan.Com Previous Home Next
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
The Roster Management features (Pre-Register, Confirm Attendance, Enter Completed) are very powerful tools, as they bypass approvals.
Pre-Register Confirm
Attendance
Enter Completed
It is important to note that other administrators within your organization may use these tools to batch pre-register participants or to batch approve for final credit (using Confirm Attendance). When these tools are used, no approval requests will be routed through your accounts. These tools are especially helpful during in-service registrations.
22 Roster Management
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23. Thank you for using MyLearningPlan.Com We’re always happy to help!
Finished
Welcome
Overview
Logging in
Pre-Approval
In Progress
Final Credit Approval
Notification
Enrollment Status
Printing Rosters
What you should know about roster management
We hope you found this guide informative and useful.
Thank you for using MyLearningPlan.Com
If you have any questions or comments, please send an to
We’re always happy to help!
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23 Finished