Manage Training Plan (Participant)

Note:

  • To learn more about the Training Plan feature and its usage, please refer to the Training Plan Overview article.
  • The usage of “manager” in this article refers to the director, training coordinator and supervisor roles.
  • To access this feature, the employee whose training plan you would like to create must have at least one job title designated in Job Titles.
  • Click on any image to display a larger version for easier viewing.

Edit Plan Details

  1. In the left navigation menu, click Training Plans.
  2. Click View/Edit to view or edit the training plan.
  3. Update the Plan Details, if desired, and click Save.
  4. Add a comment, if desired, and click Add Comment.
  5. Add, remove or re-order activities in the training plan, as desired, and click Back to Training Plans

Add an Activity to a Training Plan

  1. In the left navigation menu, click Training Plans.
  2. Click View/Edit to view or edit the training plan.
  3. Click Add Activities.
  4. Click the check boxes for the trainings you’d like to add.
  5. Click Add to Training Plan.

Remove an Activity

  1. In the left navigation menu, click Training Plans.
  2. Click View/Edit to view or edit the training plan.
  3. Click the X in the Remove column for any trainings you’d like to remove from the training plan.
  4. Click Back to Training Plan.