Training Plan

How the plan works

1. In Employees, assign each person's Training roles. These determine which role-specific plan lines apply to them; All employees also covers people without a training role.
2. Open Training Plan and start a year or open its draft. Owners and company-authorized administrators can prepare drafts.
3. Use Add courses to choose suggested courses or search all published courses available to your company, including its private courses. Select the training role, frequency and schedule before saving.
4. The account owner reviews the saved plan and signs it through Approve plan. Administrators can prepare the plan but cannot approve it.
5. Enrol attendees separately, then monitor their training in the Training Matrix.

Editing a draft

You can also start in Requirements: create your own Company requirement or review Suggested standards, then add the selected requirement to this draft. Your own requirements can use a published private course or outside training evidence without choosing a regulatory standard. The owner still approves the plan, and assignments remain a separate decision.

Use Plan settings to change the title, period and notes. The year stays fixed. Use a line's Edit action on the Plan or Matrix tab to change its frequency, schedule, delivery method, provider or notes. Save pending edits before reviewing the plan for approval.

To change a line's course or training role, remove it and add a replacement. Removing a line also removes its associated exemptions, so check the confirmation carefully. Course frequency is a reference; your plan's frequency is your company's commitment and does not change certificate validity.

Revisions and signed records

Use the year/revision selector to open an earlier plan, or Start a new year for the next period. To change an approved plan, create a revision and edit its draft. The previous approved plan remains active until the owner approves the revision. Discarding that draft leaves the approved plan intact.

Approved and superseded plans remain available to view and download with their original signatures and dates. If someone changes a draft while you are editing or signing it, reload and review the latest saved version before continuing.

See how the training is going

Open Effectiveness to see how each course is going. Results lists every course with how many people are enrolled, how many have completed it, how many passed the assessment first time, who is overdue and how long it usually takes to finish. Choose a course to see its Chapters, its Assessment and who needs attention. The figures are live and follow the period you pick. Answers to the questions inside the videos are shown for reference only; they are not part of the assessment or the certificate.

Review whether the training worked

Once the year's plan is approved, open Effectiveness, choose Reviews and then Start a review. The figures for the plan period are measured and frozen: completed against the plan, passed at the first attempt, overdue, and certificates lapsing within 90 days. See the measured figures opens them in full.

Write the Conclusion and the Actions in your own words. They are printed on the document under your name exactly as written; nothing is suggested or pre-selected. The grey example text in the fields only shows the kind of thing to write; it is never saved. Add Your title, choose Review and sign, read the document to its end and sign it. Only the account owner signs. The signed review stays under Reviews, where you open it from the review picker at the top, and in Reports beside the plan. It cannot be changed afterwards.