Training Plans - Fixed Annual Recurring Training Plan

Document created by 3030239 Support on Mar 6, 2015Last modified by 2261986 on Nov 7, 2018
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Fixed Date - Recurring Training Plan

Please supplement the Training Plan articles with our Creating Successful Training Plans  and Creating an Orientation Training Plan videos, available in our Video Tutorials section. 



A Fixed Date – Annual Recurring training plan allows for fixed date requirements to be assigned to each module within the training plan, and then have it recur automatically in the time frame specified.  For example, if a HIPAA module must be taken by January 31 each year, you can set up the training plan so that everyone enrolled in the training plan has a due date of January 31 in each recurrence. Most plans recur annually, but you can adjust the settings to vary that time frame. 


Creating a Training Plan

In order to begin creating your Training Plan, click on Learning > Training Plans > Training Plan List  then select the "New Training Plan" button.


This will bring you to the Training Plan Properties page.  This page is broken up into four steps:

  1. Basics
  2. Scheduling
  3. Modules
  4. Settings


Step 1: Basics

A unique title is required for each training plan you create within your Relias site. A description is not required, but is a useful location to provide information related to the purpose of the training plan.



Step 2: Scheduling

To build a Fixed Date – Recurring training plan, you'll first need to indicate that you'd like the training plan to recur.

Please Note: You cannot change the training plan type from recurring to non-recurring after the training plan has been created and finalized.




By selecting 'Yes -- Recurring', additional options will be provided to tailor your training plan preferences. Once you make that selection, you'll be provided with the option to have it 'Fixed to a specific date' each year, and the fixed date will be based on a specific Calendar Date per course. 


The training plan's recurrence cycle is based on the close date.  Each module in the training plan must be completed once annually between the close dates.  For example, a December 31 close date will require each module to be completed once each calendar year between January 1 and December 31.  Training plan reporting is based on the close date, so you'll want to make sure that date reflects the end of the training year for you organization (i.e. - Calendar year or Fiscal Year).

Please note that this is not the module due date. The due date for each module will be selected on the next tab, "Modules". 




Step 3: Associating Modules with Training Plans

Next, you will begin adding modules to the training plan.  To do this, click on the '+Module(s)' button and search for the modules you want to add.

Clicking on +Module(s) will pop up a list of all of the available modules in your site. You can search using words that may be included in the title, or you can filter the list of modules by using the three default filters, or by clicking on the +Filters button to the right to reveal additional filtering options. Once the modules have been chosen, click on the check box beside the name(s) and click '+Add Module(s)'.



Close the window when you have added the modules.  Once you have added the modules you want to include in your training plan, you will need to choose the due dates for each of the modules. 


BEST PRACTICE TIP: It is best practice to click save throughout the creation of your Training Plan. You may be interrupted or need to walk away, but this will save your progress. The Save button will appear once you begin the "Modules" screen if you are creating a new Training Plan.



Please Note: Credit hour totals will be listed in the training plan Modules section based on the credit hours listed in the Properties tab. This may not be an accurate reflection of any potential CEU credits as those can vary based on the approving board. 


Step 4: Settings

This will be the section that allows you to choose the training plan settings:

  • How soon the modules will be available to the Learners before their due dates
  • If modules completed outside of the training plan can count towards requirements in the current training plan
  • If reminder emails will be sent to Learners
  • If the training plan is approved for enrollment


Please note: Relias best practices are the default settings, these serve as a guide to help make the training plan creation process easier. Settings may be changed if needed.


How should modules be available? 

  • Always Available: Choose this option if you would like enrolled Learners to have access to the modules immediately, regardless of the due date.  Please keep in mind that if you choose this option, if a Learner takes a module that is due 1/31/2018, the next occurrence, 1/31/2019, will automatically become available and can be taken in 2018. 
  • Only Available ___ Days Before Due Date: If you would like to restrict enrolled Learners' access to the modules up to a certain number of days before the module due date, choose this option.  Simply enter the number of days before the due date you want the modules to be available.  For example, if the module is due 1/31/2018, and you enter Only Available 30 Days Before Due Date, the module will become available to Learners on 1/1/2018. (Note: the limit to the number of days before modules can be available is 3650 days maximum)


When do modules completed outside of this training plan enrollment count towards this requirement?

  • Days Prior To Training Plan Enrollment (formerly Reporting Start Date): available for all training plans except training plans that have the one-time only setting enabled feature this option.  This indicates, at the time of enrollment into the training plan only, how far in the past the system should look by default when considering whether or not to apply previous module completions toward the training plan requirement.  For example, many of your Learners may have completed a module in March, either as an elective or as part of another training plan. The following December, you enroll Learners into a training plan that includes that same module.  If you set this setting to 365 days prior to training plan enrollment, the system will apply completions within the previous 365 days toward the training plan requirement when Learners are enrolled.  Those Learners will not be required to complete the training again.  If a Learner completed the module, but did so more than 365 days ago, he/she will have to complete the training again (Note: the limit to the number of days prior to enrollment is 22000 days maximum). If you do not want to count previous completions at all, leave the number of days as 0. 
    • Please note: As a best practice, Relias recommends this option when using Dynamic Recurring training plan.
  • Days Prior to Module Due Dates: this option allows you to set the completion window to look back a specified number of days before the due date, regardless of whether it was completed in the same calendar year as the due date. It can also reject a completion if it falls outside of the window the Administrator has determined. For example, if the Days Prior to Module Due Dates setting is set to 90 days for a module due on January 30, 2017, a completion of the module on November 2, 2016 would count toward the January 30, 2017 requirement, and the next due date would rollover to January 30, 2018. However, a completion of the module on October 2, 2016 (outside of the 90-day window) would not count towards the January 30, 2017 requirement. 
    • Please note: As a best practice, Relias recommends this option when using Fixed Recurring training plans.


Remind Learners/Send Warning Emails

Warning Emails are enabled by default, if disabled no warning emails are sent. With this setting enabled, warning emails pertaining to your Learners' due dates are set to the following delivery schedule:

  • The first warning email is sent 30 days prior to a module's due date  
  • Follow-up emails will be sent once per week until the relevant modules are complete, on your company's selected mail date. 
  • It is important to note that warning email begin date and frequency cannot be adjusted.


Approved for Enrollment

If you want to save the training plan, but want to continue to modify the training plan and not allow Learners to be enrolled in it, you can select No.  This will prevent the training plan from displaying to Learners in your site as available for enrollment.  You cannot un-approve a training plan that has actively enrolled Learners.  When you are ready to make this training plan available for enrollment, change the selection to Yes.


Once you have completed the steps, click Finish.  This will finalize the building component of your training plan and take you back to the Training Plan List tab. 

  If you are ready to begin enrolling Learners, go to the Training Plan you just created, and select the  blue graduate cap icon on the right hand side of the training plan list. 


Remember:  Each property you set at the training plan level will be true for ALL modules in the training plan.  If you have a training that needs to carry a different property than the other modules in the training plan, you will need to create a new training plan.



For more information about Enrollment, please visit our Enrolling Learners with Auto Enrollment or Manually Enrolling Learners in a Training Plan articles.




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