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Planning Page

Learn how to use the planning tab by reading the article or watching the video with the link below.

Dave van den Brandt avatar
Written by Dave van den Brandt
Updated over a week ago

In the planning page you can create courses out of your modules, create and plan appointments aswell as set the hours for your organizers. Use the planning page to quickly overview the needed planning hours for your courses and choose the distribution of your users.

1. Open the Planning Page

  • Go to the Org Hub.

  • Click on Management β†’ Planning.

2. Use the "Module Planning" Tab

  • See all your modules listed.

  • Click "Add Course" to:

    • Create a new course based on a module.

    • Or connect an existing course.

3. Set Distribution Rules

  • After creating a course, choose how members should be distributed:

    • Split Evenly

    • Split Every

    • All Members in All Courses

4. Link Quotas

  • Connect cohorts and cohort groups to the module.

  • Set the quota weight (how much the module counts for grading).

5. Switch to the "Course Planning" Tab

  • Set planning dates.

  • Add organizers and their time quotas (e.g. 50%, 20%).

  • Click into a course to open the calendar view and plan appointments.

6. Create Appointments

  • In the calendar, assign organizers to appointments.

  • See their assigned hours and remaining time.

7. Set Time Frames

  • Choose specific dates or a date range for planning (e.g. Sept 8 to Dec 31).

8. Use the "Monitoring" Tab

  • Track all planned hours by cohort or cohort group.

9. (Optional) Plan in Cohorts

  • You can also plan directly inside each cohort's own planning tab.

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