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 (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 Apprentice/Trainee Excel File
- Choose file and Upload
- 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 - 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 - 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 -
- Click on the selected NEW student
Follow the same process to edit previously processed users - 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
- 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
- Step 4 - Edit Student should be prepopulated
- Complete Step 5 - Support/Workplace agreements
- 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)
- Select the Training Plan template required
- 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
- Optional: Select the RPL Qualification
- Customise units as required
- Select tags (optional)
Note: the password is not displayed – it was auto-generated during account creation - Check links to supervisor
- Link to the appropriate trainer
- This can also be done later on the trainer or student edit user page
- Press 'Save'
- The training plan now loads
- Complete the fields individually or use the master control to fill columns with identical information
- '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 - 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
- Select Request Agreement
- Tick parties to receive email request
- Edit email addresses if required
- Send
- Printed & signed - then scanned and saved