If you have created your own program or curriculum bank, you can house them in CentralReach as a Private Learning Tree Template for the programs to be easily found and used when creating a client’s Learning Tree.
To create a Private Learning Tree Template:
- Navigate to the Learn module and select Library & Purchased Items
- Click + Add New on the top right corner
- Click Title to enter the Learning Tree name
- Click Private Learning Tree Template
- Click Create Learning Tree
- To provide other employees access to the Learning Tree, enter their names one by one under the Sharing & Access tab, and click Share
- All employees selected will be included in the list of Users with access. To define their level of access to the Learning Tree, click one of the following options next to the employee name:
- Read-only: the user will have this Learning Tree in their library once the tree is out of draft mode, and can use the template or parts of the template in a client’s Learning Trees, without editing the original copy that is being created
- Can edit: the user will have this Learning Tree in their library, while the tree is in draft mode. They can use the template or parts of the template in a client’s Learning Trees and will be able to collaborate and edit the original version of the template being created. These users will also be able to share the template with other users
- All employees selected will be included in the list of Users with access. To define their level of access to the Learning Tree, click one of the following options next to the employee name:
7. Click the Settings tab
- Click Private – only for me or providers I share it with
- Click the License drop-down and select one of the following
- Single-use (Readonly): users with whom you shared the template can only use it one time and cannot change any of the content
- Single-use (Editable): users with whom you shared the template can only use it one time and can modify any content of their version
- Multi-use (Readonly): users can use this template for multiple clients, in multiple Learning Trees, and cannot change any of the content
- Multi-use (Editable): users can use this template for multiple clients, in multiple Learning Trees, and can modify any content of their version
8. Click Save Settings
9. Click Close
10. Click + Add Your First Branch to add branches to the Learning Tree
11. Click Make Active
- Branches edited or added by users with Can edit access will have to be Make Active by you