Trainer - +Training Plan Overview

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 -

1. Click on the selected NEW student ;
   
   

   
   

   • Follow the same process to edit previously processed users
     
     
2. Complete steps 1-2 ;
   Step 1. Review prepopulated information -
   

   
   

   
   Step 2. Complete mandatory fields -
   
   
    -Mandatory fields not yet completed show a red alert
   
   
3. 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
       
       
4. 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
     
     
5. Complete Step 5 ;
   Support/Workplace-based questions -
   
   
   
6. 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
     
     
7. Step 7 – Agreement by all parties
   
   Step 7 requires agreement and a date/signature from all 3 parties involved -
   
   
   1. The RTO
   2. The Employer
   3. 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