Training Plans and Training Plan Categories

  • Updated

What is a Training Plan?

The purpose of a Training Plan is to group together different trainings that belong to the same group(s). If a training requires the completion of several different trainings, these can be grouped together and ordered systematically with this functionality. 

What is a Training Plan Category? 

In order to create a Training Plan, we must first create a Training Plan Category. This way we can categorize trainings as well as assign them to the designated groups.

How to Create a Training Plan Category

Administrators, Managers, and Training Coordinators can create a Training Plan Category.

1) Access the Trainings module and select the Training Plan Categories tab

2) Click on the New + icon

3) Select the relevant group(s)

4) Insert the category title

5) Press save

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How to Create a Training Plan

Once each training you would like to include is set up in the system, you can go ahead and create a Training Plan. Please see this article for more information on how to create a training.

1) Click on Training Plans

2) Click on the New + icon

3) Select Training Plan Category

4) Select Group(s)

5) Give the Training Plan a Title

6) Select the Trainings you wish to add

7) Click on the arrows to order the trainings with the drag and drop functionality

8) Press Save

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  Relevant for: Administrators / Managers / Training Coordinators.
  Please note: each individual training is configured at training level while Training Plans enable us to group together and order trainings.

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