Manage Training Plans

Watch a step-by-step video demonstration of how to create training plans here.

Training plans can be used to assign several courses to your employees at once. To access training plans, click on “Manage Training Plans” in the left-hand navigation after logging into your account.

From the training plans page, you can view your existing training plans or create a new one. Click “New Training Plan” to create a new one.

Creating a New Training Plan

There are 3 steps that must be followed to create a training plan: Add training plan information, update courses, and update students.

Step 1—Add Training Plan Information

Adding training plan information

Fill in the required information. The course kind (i.e. Fire, EMS, OSHA) determines which courses will be available to you when selecting courses. Note that the start date must be in the future. The due date can be as far out as you would like. You also have the ability, using the toggles, to send notifications and emails to your staff, or to leave them off. You can also decide if you want to disallow completions that may have taken place prior to the start date of your training plan by switching the enrollments toggle to “on.” When you have all the information for your training plan in the correct fields, click “Save” to proceed.

Step 2—Add Courses

The next step is to add courses to your training plan. The courses available are displayed based on the course kind you previously selected. You can filter the courses to display by license level (Advanced, Basic, and Combined). You can add courses from our platform, or your own in-house courses. To add a course, click the “+” button.

As you add courses to your training plans, you can set different start dates for each course. At each start date for a course, your employees will receive a notification and email, if you enabled that option, informing them of the start date. When ready, click “Close” to proceed.

Step 3—Add Users

The next step is to add the individual users who you would like to assign the training plan. You can assign an individual, or use the filters to narrow the list based on employee information, such as expiration dates, license levels, etc. You can add members one at a time or all at once using the “+” buttons. When you are finished, click “Close” to proceed.

After adding users, all of the checkboxes will be green. To activate the plan, push the “Activate” button at the top.

Editing and Reporting on Training Plans

An EMS leader editing a training plan

You can filter the training plans on your list using the filters at the top of the page. To edit or review a training plan, click the plan name.

Fire leader creating training plan report

Any of the things you defined while setting up the training plan can be edited. You can also add or remove courses and add or remove employees from the plan. Please note that updating the training plan information will reset the start date of the training plan.

To get a report on the training plan, or to check the status of your employees in the plan, choose which report to run: Progress Report or Enrollment Status Report. The Progress Report will allow you to see who is less than 100% complete and who is 100% complete, as well as who has not started the training plan. The Enrollment Status Report will give you a more detailed view of each user and their status for each course in your training plan.

Your employees must still enroll in courses inside of the training plan. For an explanation of how your employees will see that plan, see our Training Plan Guide for Users.

Watch a step-by-step video demonstration of how to create training plans here.

If you need additional assistance, contact your Client Manager or call us at 1-877-458-9498