Training Plan - Create - Step 5 - Plan Managers

After the Plan Contributors section, you are taken to the Plan Managers section.

When creating a training plan, there are five possible steps, General, Emails, Date Criteria, Plan Contributors, and Plan Managers. These steps are listed on the left navigation with the current step highlighted. You cannot advance to the next step until each of the required fields has been satisfied. You can return to previous steps once they have been completed or during editing by clicking the appropriate link on the left navigation.

In the Plan Managers section of the Create Training Plan process, you perform the following actions:

  • Add plan manager segments
  • Define plan managers
  • Define whom the managers are reviewing
  • Define the manager's access period

Plan managers are responsible for reviewing training plans created by plan contributors. Plan manager segments allow you to define groups of managers in different ways because each segment can have specific restrictions and access periods. A training plan template does not require plan managers, so this step is optional. However, in order to define plan manager segments, plan contributor segments must first be defined.

During the manager access period, these assignments are dynamic, so new users meeting the criteria are added to the task, and the reverse is also true.

To create a training plan, go to Admin > Learning > Training Plans. Then, click the Create New Plan link.

The forecast period and plan period dates are displayed at the top of the section for you to reference while defining plan managers. These dates cannot be edited on this page.

To add a plan manager segment, click the plus icon next to the Plan Managers heading. Clicking the plus icon adds a plan manager segment to the table, where you must define the segment. As many segments as are needed can be added.

For the first question, "Who are the plan managers," select an OU or group of users to be the plan managers.

  • The available options may be restricted by the constraints for the administrator's permission to create and edit training plans.
  • Your selection appears below the question.
  • Multiple selections can be made, but at least one selection is required.
  • Any user that meets the selected criteria is a manager.
  • It is possible that two manager segments could have overlapping plan manager criteria. When this occurs, those plan managers will have a summary of users whose training plans they must review.

For the second question, "Whose training plan will be reviewed," select the set of users whose training plans the plan manager is reviewing.

  • The available options may be restricted by the constraints for the administrator's permission to create and edit training plans.
  • Your selection appears below the question.
  • Multiple selections can be made, but at least one selection is required.
  • For a plan contributor to appear on the plan manager's list page, they must meet the following requirements:
    • The user must meet the selected constraints for the segment.
    • The user must be defined as a plan contributor in the previous section, which also implies they have been assigned a training plan to complete.
  • Constraints do not work in combination, so when more constraints are added, more users may be included.
  • This can be set to the manager's employees only, themselves, or an OU. In each case, only those that meet the criteria appear for review on the manager's list page.
  • For each selection, you can also include their subordinates.

The Access Period defines when the managers can review and modify training plans. Refer to the Forecast Period and Plan Period displayed at the top of the section when defining the Access Period. Note: Modifying the Access Period after a Training Plan is in progress may reset any impacted co-planners' access period dates.

  • The Start date must be on or after the start of the Plan Period.
  • The Due date must be on or before the end of the Plan Period.
  • Most business cases would require that the plan manager's access period follow the plan contributor's access period to avoid plan managers modifying training needs before a plan contributor has finalized their plan.

A trash can icon appears in the upper-right corner of each manager segment. Clicking this icon will delete the manager segment. A segment can be deleted if the training plan template has a status of Not Started, In Progress, or Completed. Training plans with a status of Expired cannot be deleted.

  • If a training plan has a status of In Progress or Completed, deleting the manager segment removes access to the plan for all plan managers in the segment. Also, any changes made by the plan manager are also deleted.

Clicking Save on this screen will validate the Plan Managers information and submit the training plan. The training plan is now accessible from the Training Forecast Administration page.