+Training Plan has the capacity to -
- Create digital Training Plan documents
- Upload spreadsheets, then edit/complete details in 7 step process
- Be fully editable with version control
- Use digital signature capability for site visits/mobile devices
Admin and Trainers have access to Manage this area.
Contact a Ready Skills admin (admin@mytrainingplan.edu.au) to have a customised template prepared to match your SMS output or Training Regulator Advice spreadsheets.
- Select +Training Plan under the extensions tab or on the login landing page ;
- Choose 'Upload User Excel File' ;
- Choose your Excel file and Upload ;
- An upload report will then be displayed ;
- Error-free uploads are indicated in yellow
- Any duplicates or errors will be indicted in red
- Where no errors exist, you will be automatically redirected to the Student list
- Where errors are detected, after reviewing errors, select continue to proceed to the Student list
- Students uploaded will be displayed ;
- Newly uploaded Students are displayed at the top of the Student List page and indicated by the ‘NEW’ alert on the left of the name
- Newly uploaded Students are displayed at the top of the Student List page and indicated by the ‘NEW’ alert on the left of the name
- From here you can either complete Steps 1-3 to create accounts or complete Steps 1-7 to generate a digital Training Plan.
*Registration Number is the primary unique identifier for a student. Where it is not available, the secondary identifier is Student Number.
*One of these unique identifiers must be available in the spreadsheet otherwise the system will fail to upload the student into the system
Completing a Training Plan:
Prior to completing the 7 step process, you should ensure that a suitable Training Plan Template is available for selection.
Ideally suited to being completed during the sign-up process (with some/all parties present) using a tablet device or laptop.
Ideally, all steps would be completed at the same time.
These steps include:
- Negotiating elective units, dates of training, and modes of training.
- Producing a Training Contract complete with digital signatures.
- Creating student and supervisor accounts in Ready Skills.
How to complete a training plan -
- Click on the selected NEW student ;
- Follow the same process to edit previously processed users
- Follow the same process to edit previously processed users
- Complete steps 1-2 ;
Step 1. Review prepopulated information -
Step 2. Complete mandatory fields -
-Mandatory fields not yet completed show a red alert - Complete step 3 ;
- An alternative trading name can be selected
- Ensure that employer details are consistent across all systems your RTO uses
- Employer email is required if you intend to request electronic signatures (by email) now or in the future
- Supervisor name & contact info is required information - it is used in automatic account creation for a supervisor
- View existing supervisors linked to this employer by clicking the drop-down arrow on the right end of the Select Supervisor box
- Select an existing supervisor if appropriate
- Details of existing supervisors cannot be edited here, they can be edited in the admin area
- Where no supervisor account exists or a different supervisor is to be linked to this student, complete the 4 associated fields
- Complete Step 4 ;
Most fields will be prepopulated and you can add a new Supervisor if required.
Once finished, hit 'create accounts' ;- Student and supervisor accounts are created as this page loads
- Auto-generated emails with account details will be sent to the student & supervisor when a new account is created
- The page is populated with information added in steps 1-4
- Complete Step 5 ;
Support/Workplace-based questions - - Step 6 - Training Plan template ;
- On this page, you can customise the Training Plan Template if required
- Delete and add units as required
- Select Accept & Continue if changes are made
- If customised, once the page is saved, the display will be ‘CustomXYZ’
- If no changes are made, close the window by clicking 'X'
Once finished, save the Training Plan - This will automatically be Version 1 and the date saved is recorded
- If you select Print PDF before saving, p 5-6 of Training Plan will not be populated with dates, etc
- Step 7 – Agreement by all parties
Step 7 requires agreement and a date/signature from all 3 parties involved -- The RTO
- The Employer
- The Apprentice
Signature options:- Digitally signed – on a touch screen device
- Ensure that all parties tick the agreement checkbox and complete name/date details
- Emailed to student & employer for electronic agreement