Admin - Managing the Training Plan

When managing a Training Plan, you can:

• Track status of the agreement by parties (digital or electronic)
  
  
• Edit Training Plan and save a new version
  
  
• Request electronic signatures of a new version of the Training Plan
  
  
• Print/save PDF of current/archived versions

Manage Training Plans to:

• Monitor responses to a request for electronic signatures
  
  
  • Icons indicate if RTO/ Employer/Apprentice has been emailed or has agreed/not agreed to the Training Plan
    
    
    
    
• Access archived versions of the Training Plans
  
  
  • Select the icon to the left of the Training Plan button
    
    
    
    
• Edit Student/Training/Employer etc details in Steps 1 – 5
  
  
  1. Filter to select student
     
  2. Select ‘Clear Filter’ to re-display all students
     
     
     
     
     
  3. Edit/customise Qualification template
     
     
     • Maybe also done by selecting Edit User in the main admin area in +Profiling
       
       
       
       
  4. View or update Training Plan dates, modes, etc
     
     
     • Select Step 6 & edit as required
       
     • Save a minor edit and retain the same version
       
       OR
       
       
     • Save as a new version where a major edit has resulted from a new negotiation (When a New Version is saved, a PDF of the existing version is automatically saved as an archived version)
       
       
     • Archived versions can be accessed by clicking on the icon beside the Student Name above the Steps buttons or on the +Training Plan home page
       
       
       
       
  5. Print or save PDF - available in step 6
     
     
     
     
  6. Request electronic agreement in Step 7 when a new version has been negotiated
     
     
     
     
  7. Resend a copy of the existing version of the Training Plan to an Employer or Apprentice/Trainee in Step 7
     
     • Click on Email Training Plan
       
     • Select ‘Send Training Plan’