Training Plan - Edit

From the Training Forecast Administration screen, the administrator can select the Edit icon to edit a training plan. This takes them to the Edit Training Plan - General page.

The process for editing a training plan is the same as creating a training plan. You can move between sections as necessary by clicking the navigation links on the left.

General Section

At the bottom of the General tab, the History section displays the history of the training plan, including creation and modification information.

The Training Plans Budgeting option can be modified as long as the budget period has not passed.

If the training plan status is Not Started, the Language drop-down and check box cannot be modified.

If the training plan status is In Progress, the Language drop-down and check box cannot be modified. When preferences are edited, contributors experience the changes the next time they access their plan. Drop-down fields can be added and fields can be removed, but when fields are removed, any data collected is also removed.

If the training plan status is Completed, the Language drop-down and check box cannot be modified. Fields can be removed, but any data collected is also removed.

If the training plan status is Expired, the General step cannot be edited.

Emails Section

Emails cannot be edited after the template is created.

Date Criteria Section

If the training plan status is Not Started and the Plan Period has not yet begun, all Date Criteria options can be edited. The same validation rules are applied. Any changes made to the default access periods only apply to segments that are added after the preferences are changed.

The Budget Period values can be modified as long as the budget period has not passed.

If the training plan status is Not Started and the Plan Period has begun, or if the training plan status is In Progress, the following applies:

  • The Forecast Period cannot be edited.
  • The Expiration Date can be edited.
  • The Date Criteria options can be edited, but any changes made only apply to segments that are added after the preferences are changed.
  • The same validation rules are applied.

If the plan Expiration Date has not yet passed, the following applies:

  • The end date of the Plan Period can be edited.

If the training plan status is Completed, the following applies:

  • The Forecast Period cannot be edited.
  • The start date of the Plan Period cannot be edited.
  • The end date of the Plan Period can be edited as long as the plan Expiration Date has not yet passed.
  • The Expiration Date can be edited. If the Expiration Date is set past the end of the Plan Period, but prior to the current date, the plan status is automatically set to Expired as soon as the plan is saved.
  • The Date Criteria options can be edited, but any changes made only apply to segments that are added after the preferences are changed.
  • The same validation rules are applied.

If the training plan status is Expired, no changes can be made.

Plan Contributors Section

If the training plan has a status of Not Started and the Plan Period has not yet begun, all options can be edited. The same validation rules are applied.

If the training plan has a status of In Progress, the following applies:

  • The start and end date of the Access Period can be edited, regardless of whether or not it has begun. This can be used to temporarily stop and delay access. During that time, plan contributors can view the training plan, but cannot edit it. Changing access periods for plan segments should be done with caution. The same validation rules are applied.
  • Contributor segments can be removed.
  • Contributor segments can be added.

If the training plan has a status of Completed, the following applies:

  • The start and end date of the Access Period can be edited, regardless of whether or not it has begun. This can be used to temporarily stop and delay access. During that time, plan contributors can view the training plan, but cannot edit it. Changing access periods for plan segments should be done with caution. The same validation rules are applied.
  • Contributor segments can be removed.
  • Contributor segments can be added.

If the training plan has a status of Expired, no changes can be made.

Plan Managers Section

If the training plan has a status of Not Started and the Plan Period has not yet begun, all options can be edited. The same validation rules are applied.

If the training plan has a status of In Progress, the following applies:

  • The start and end date of the Access Period can be edited, regardless of whether or not it has begun. This can be used to temporarily stop and delay access. During that time, plan managers can view their list of plan contributors, but cannot access their training plans. Changing access periods for plan segments should be done with caution. The same validation rules are applied.
  • Manager segments can be removed. Plan managers that are removed do not see the list of plan contributors on their access page any longer, and the plan manager has no access to the training plans associated with that segment.
  • Manager segments can be added.

If the training plan has a status of Completed, the following applies:

  • The start and end date of the Access Period can be edited, regardless of whether or not it has begun. This can be used to temporarily stop and delay access. During that time, plan managers can view their list of plan contributors, but cannot access their training plans. Changing access periods for plan segments should be done with caution. The same validation rules are applied.
  • Manager segments can be removed. Plan managers that are removed do not see the list of plan contributors on their access page any longer, and the plan manager has no access to the training plans associated with that segment.
  • Manager segments can be added.

If the training plan has a status of Expired, no changes can be made.