Training Plan Templates

Document created by 892505 Administrator on Apr 7, 2015Last modified by 2289906 on Jul 19, 2017
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Training Plan Templates

Training Plan Templates, also called "QuickStart Training Plans," are suggested assignment plans intended to make the process of creating training plans even easier by giving you an idea of what courses other (similar) organizations may be taking.  This makes the selection process easier while still offering a level of choice required to meet your organizational needs.

 

Based on the libraries you have purchased for your RLMS, specific Training Plans Templates will appear in your site on varying topics.  You can view our suggested templates but maintain the flexibility to edit and modify the templates for your organization's specific needs.  The creation of new Quick Start Training Plans Templates will happen over time, so you may notice new templates appear in your site gradually.  

 

To begin using Training Plan Templates, go to Training & Enrollment > Training Plans & Enrollment > Training Plan Templates.

 

This will open up the Training Plan Template List so you can see any templates that may have been shared with your organization.  You can use the Filter By drop-down to narrow down the templates based on recurrence type, or you can search by text.

 

Previewing a Training Plan Template Before Use

Clicking to Preview a template will open up the details of the Training Plan Template.  In Preview mode, you cannot edit any details, but will be able to view the properties and settings that Relias has suggested. 

 

In Step 3- Suggested Modules, you will be able to view the modules that are suggested, but you may notice that some of the modules are grayed out.  This means that the particular course is not part of a library that you have purchased, and will not be available for use if you opt to use this Training Plan Template.  You will need to swap out that module for another one before you can assign the training plan to your staff.

 

 

If you would like to use this particular template, you can select the Select & Use Template button to the right of the screen.


This will prompt a pop-up window with a Disclaimer from Relias Learning, stating that you and your organization accept full responsibility for ensuring the training you assign to your staff meets all of the requirements for your organization.

If you click Agree & Continue, you will be taken to an editable version of the same training plan.  You will be able to alter the dates, settings, and modules of the training plan before saving it and assigning it to your Learners.

 

Please Note: If there are any modules within the Training Plan Template that do not exist within your library, you must delete that module, or swap it out for another one or the RLMS will not allow you to save your work. 

 

 

 

Selecting a Training Plan Template

Back on the Training Plan Template list, you have an option to Preview or Select.  If you choose to Select from this screen (instead of reviewing the details first), you will automatically see the Disclaimer.

 

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If you click Agree & Continue, you will be taken to an editable version of the same training plan.  You will be able to alter the dates, settings, and modules of the training plan before saving it and assigning it to your Learners.

 

Please Note: If there are any modules within the Training Plan Template that do not exist within your library, you must delete that module, or swap it out for another one or the RLMS will not allow you to save your work. 

 

 

 

Saving a Training Plan Template

At the end of either option (Previewing the template first, or Selecting it immediately), you can choose to Save a Training Plan Template for use within your site.  If you choose to not save a template, or if you would prefer to not use a template at all, they will simply remain on the Training Plan Templates sub-tab and will not affect your current assignment plans or data. 

 

However, once you choose to Save a template, the new version is moved to your Training Plan list so that you can begin enrolling your Learners into it.  For more information on enrolling Learners into Training Plans, please view Manually Enrolling Learners in a Training Plan or Enrolling Learners with Auto Enrollment.  

 

Once the Training Plan Template has been saved as an actual training plan within your site, you can manage or edit the training plan the same as any other.  For more information on managing a training plan, please view Modifying an Existing Training Plan.

 

To get back to the Knowledge Base and the master list of topics, please click here: RLMS Knowledge Base

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