Admin - +Training Plan Overview

The +Training Plan extension is used by Admins and Trainers to create and manage Training Plans.

You can use +Training Plan to ;

  • Seamlessly create digital Training Plan documents

  • Upload a spreadsheet, then edit/complete details in a 7 step process

  • Auto-generate user accounts for Students & Supervisors in +Profiling

  • Create a digital signature for site visits/mobile device

Uploading a Spreadsheet:


Use the templates provided for uploading data

Contact a Ready Skills admin ( to have a customised template prepared to match your SMS output or Training Regulator Advice spreadsheets.


  1. Select +Training Plan under the extensions tab or on the login landing page

  2. Choose Upload Apprentice/Trainee Excel File

  3. Choose file and Upload

  4.  Upload report 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

  5. 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

  6. From here you can either complete Steps 1-3 only 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 -

  1. Click on the selected NEW student 

    Follow the same process to edit previously processed users

  2. Complete steps 1-2
    • Step 1 - Apprentice/Trainee details

    • Step 2 - Training details


      Complete mandatory fields  
      Mandatory fields not yet completed show a red alert

  3. Complete step 3 - Employer Details


    • An alternative trading name can be selected

    • 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
    • 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.  Step 4 - Edit Student should be prepopulated


  5. Complete Step 5 - Support/Workplace agreements


  6. Select Step 6 - Training Plan

    • Student and supervisor accounts are created as this page loads
    • Auto-generated emails with account details have been sent to student & 
       supervisor where a new account was created

    • Opens to the Student’s account

    • Populated with information added in steps 1-4

    • Option to give +RPL access (+Profiling access automatically given)
      Where +RPL is selected, an additional field for RPL qualification is added (see step 
       9 below)
    • A secondary employer may be added (see 8.2)

  7. Select the Training Plan template required

  8. Customise 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 window by clicking X

  9. Optional: Select the RPL Qualification
    • Customise units as required

  10. Select tags (optional)
        Note: the password is not displayed – it was auto-generated during account creation

  11. Check links to supervisor

  12. Link to the appropriate trainer
    • This can also be done later on the trainer or student edit user page

  13. Press 'Save'
    • The training plan now loads

  14. Complete the fields individually or use the master control to fill columns with identical information

  15. '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

  16. Step 7 – Agreement by all parties - 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
      1. Select Request Agreement
      2. Tick parties to receive email request
        • Edit email addresses if required
      3. Send
        • Printed & signed - then scanned and saved

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