ASTM INTERNATIONAL

Helping our world work better

Learning
Management System
Adminstrator Manual
Manually Creating
Learning Plans

www.astm.org

Manually Creating Learning Plans

www.astm.org

ASTM Learning Management System

Manually Creating Learning Plans
Administrator Manual
Only Administrators of the ASTM Learning Management System (LMS) have the rights to create and
assign learning plans.
This document will show you how to create learning plans based on using competencies and assigning
them to job positions. These positions can then be assigned to learners, which will create the learning
plan for that learner.

Step 1 Create a Learning Plan Template

You can only have one learning plan per organization.
1.
2.
3.
4.

To begin, click on the ADMINISTRATION tab to expand the Administration box.

Click on SITE ADMINISTRATION
LEARNING PLANS
MANAGE TEMPLATES

5. Manage templates will open the Manage Templates main page. To create a new template, scroll to
the bottom of the page. Give a name to your Learning Plan Template and click SAVE CHANGES.

6. After saving the name of your new learning plan, the page will bring you to a general settings
where you will continue building your customized learning plan.
7. Click on WORKFLOW

Manually Creating Learning Plans

www.astm.org

8. Choose CUSTOM WORKFLOW. Next click on the button which says ADVANCED WORKFLOW
SETTINGS

9. Under PLAN SETTING, make sure only the following is checked:

a. Automatically, when all items have been completed

10. Under PLAN PERMISSIONS, make sure all actions match what is listed below. You can choose to
customize this further by selecting other options from the drop down menu. When finished, click
SAVE CHANGES.

Manually Creating Learning Plans

www.astm.org

11. Next, click on the COMPETENCIES menu option. Under the Competency Settings, in the section
on Automatic Assignment click on the following:
a. Automatically assign by position
b. Include completed competencies
c. Include linked courses
d. Checkmark the DEFAULT STATUS option, and then click SAVE CHANGES

Manually Creating Learning Plans

www.astm.org

Step 2 Create a Competency Scale & Framework

1.
2.
3.
4.
5.

Return to the ADMINISTRATION tab to expand the ADMINISTRATION box.

Click on SITE ADMINISTRATION
HIERACHIES
COMPETENCIES
MANAGE COMPETENCIES

6. This will bring you the to Competency Framework page. Begin with creating a scale first before the
framework. Click on ADD A NEW COMPETENCY SCALE

Manually Creating Learning Plans

www.astm.org

7. Add a name for your scale. This can be customized to whatever you would like it to say.
8. Add the scale values in the text box. For example, it could read:
a. Competent
b. In Progress
c. Not Started
d. When finished, click SAVE CHANGES.

9. This will direct you to the scales page showing you what your scale will look like. Click on ALL
COMPETENCY SCALES to return back to the Competency Frameworks page.
10. You will then need to create a Competency Framework. Click on ADD NEW COMPETENCY
FRAMEWORK:

Manually Creating Learning Plans

www.astm.org

11. Fill out the following to create your custom competency framework:
a. Add a full name for your competency framework
b. The default scale will be the one just created. If not, click on the drop down and choose the scale
you just created.
c. When finished, click SAVE CHANGES

12. Once saved, the page will redirect back to the Competency Frameworks page.
13. Click on the Competency Framework that you just created. Once inside your custom framework,
click on ADD NEW COMPETENCY:

14. Fill in the NAME for your new competency. The competency name can be created with the name of
job positions that learners hold within your company. For example, Director of Account Managers.
(See example Screenshot 2 below) The Parent option in Screenshot 2 will allow you to rank the
positions of the learners. For example, the Director of Account Managers would be on top of
Account Managers, so you would choose TOP under the Parent drop down menu. In Screenshot
3, the name created is Account Managers, and the Parent chosen is Director of Account Managers
because the director is ranked higher.
15. Choose an aggregation method. ALL is the default.

Manually Creating Learning Plans

www.astm.org

16. When finished, click on SAVE CHANGES

Screenshot 1

Manually Creating Learning Plans

Screenshot 2

www.astm.org

Manually Creating Learning Plans

www.astm.org

Screenshot 3

17. The result of the competency framework ranking would look like this:

10

Manually Creating Learning Plans

www.astm.org

Step 3 Assign Course Completions

This will add courses to the competency. This step is very important. Your competency must have
linked courses to it in order for the lesson plan to be created.
1. While on the Competency Framework screen from the steps above, click on the Competency that
was just created. It is found inside the competency framework. For example, Director of Account
Managers.

2. By clicking on the Competency, you will now be inside that Competency to customize it further and
assign courses.
3. Click on ASSIGN COURSE COMPLETIONS
4. From the outline view, click on the courses to add them to the Competency. There are two options
for selecting the courses:
a. Choose from the list of Course Subjects until you locate the course and standard number of your
choice. Click on the course to add it to the list. Then click SAVE
b. Use the Search button to search for a specific course or standard number you want to have
added as a course for this particular competency. Then click SAVE

11

Manually Creating Learning Plans

www.astm.org

5. After selecting the courses for your Competency, the page will redirect you to the Competency
page to choose whether the courses selected should be taken as OPTIONAL or if the courses
should be MANDATORY. The system will automatically save the link type option you choose.

6. After selecting all the courses for each Competency, you can see how many courses are assigned
to each Competency on the Custom Framework Page:

12

Manually Creating Learning Plans

www.astm.org

Step 4 Create Positions Framework

1.
2.
3.
4.
5.

Return to the ADMINISTRATION tab to expand the ADMINISTRATION box.

Click on SITE ADMINISTRATION
HIERACHIES
POSITIONS
MANAGE POSITIONS

6. Click on the ADD NEW POSITION FRAMEWORK button:

7. Add a name for the framework and click SAVE CHANGES

13

Manually Creating Learning Plans

www.astm.org

Step 5 Create Positions & Link the Competency to the Position

1. While on the Position Framework page from the steps above, click on the Position Framework you
just created:

2. Click on ADD NEW POSITION

3. Add a name for the new position
4. The names you provide to the positions can be similar to what you just created in Step 4 for the
Competency Names. For example, in Step 4 we used Director of Account Managers and Account
Managers as our Competency Names. We will use the same for the names of our positions. We
will also rank them the same making Director of Account Managers Top and all Account Managers
reporting to the Director:

14

Manually Creating Learning Plans

www.astm.org

5. After creating the positions, click on the first position you just created.

6. Click on ADD COMPETENCY

7. Using the drop down menu, click on the Competency you named and created from the previous
step.

8. Click on the Competency (Ex: Director of Account Managers). Once you click on the Competency, it
will move to the box on the right. Click SAVE

9. Repeat these steps for each Competency youve created from the previous step.

15

Manually Creating Learning Plans

www.astm.org

Step 6 Assign Position to Learner/User

1.
2.
3.
4.
5.

Return to the ADMINISTRATION tab to expand the ADMINISTRATION box.

Click on SITE ADMINISTRATION
USERS
ACCOUNTS
BROWSE LIST OF USERS (Please note: the only users that will appear are those that have
registered within Compass and clicked on Training. If you have a user that is not listed here, contact
the user and ask them to register within Compass and click on Training. They will then appear in
the browsed list of users)

6. Click on the user you want to assign the position to. You can use the search box provided to search
by name.

7. While on this user, go to the ADMINISTRATION menu.

8. Click on POSITIONS.

16

Manually Creating Learning Plans

www.astm.org

9. PRIMARY POSITIONS

10. Click on CHOOSE POSITION.

11. Make sure to select the correct Position Framework that you created in the previous step. After
selecting the correct position framework, click on the position you want for that individual user. (ex.
Account Manager). Then click OK.

12. Remove the date from TEMPORARY MANAGER EXPIRY DATE unless desired. Then click
UPDATE POSITION.

17

Manually Creating Learning Plans

www.astm.org

Step 7 Assign Learning Plan Template to Audience

(Manual Entry)
Please note that the super admin at ASTM can assign the plan to the organization through an
automated process. The system admin at ASTM will provide them with a form to fill out and return for
the process.
1.
2.
3.
4.
5.

Return to the ADMINISTRATION tab to expand the ADMINISTRATION box.

Click on SITE ADMINISTRATION
USERS
ACCOUNTS
AUDIENCES

6. On the AUDIENCES page, scroll to the bottom and click ADD button to create a new audience to
the learning plan.
7. Add in the name you would like to use for your Audience. Click SAVE CHANGES.
8. Make sure you are now inside the Audience you just created. If you are not, search for the
Audience name in the search box and then click on your Audience.

9. Once inside the Audience you created, click on the EDIT MEMBERS tab.

18

Manually Creating Learning Plans

www.astm.org

10. Add the members you want to be in this Audience by selecting the names listed under POTENTIAL
USERS and adding them to the CURRENT USERS box to the left. To narrow down your search,
you may choose to use the search box to search a full name of the user. There is no save button, so
after you add the user click on the LEARNING PLAN tab.

11. Choose the learning plan in the PLAN TEMPLATE dropdown. UNCHECK all items in the EXCLUDE
USERS WHO section. Change the CREATE NEW PLANS to APPROVE. Then click CREATE
PLANS.

19

Manually Creating Learning Plans

www.astm.org

Step 8 What Learners Will See Logged In

After a learning plan is created and assigned to a user, that user will receive an email stating they now
have a learning plan to complete. When the learner logs into their LMS subscription, they will have the
Learning Plan box on their front page where they can choose to click on the plan to begin the assigned
courses.

LMS Contact Information

For additional questions, concerns, or to schedule training for the LMS, please contact either Meghan
or Lisa. Their contact information is listed for you below:
Meghan Conan
LMS and Training Content Administrator
tel +1.610.832.9685
mconan@astm.org
Lisa Palmer
Account Education Manager
tel +1.610.832.9658
lpalmer@astm.org

20