Training Agreements are used for Work-Based Reporting in New Zealand. They may also be adapted for internal use by organisations in any country.

1

Add Training Agreement – New Zealand

1. Navigate to LRM > Learners > Training Agreements
2. Click Add Training Agreement
3. Enter a Training Agreement Name
4. Select a Learner
5. Select a Course Enrolment
6. (Optional) Add a Start Date
7. (Optional) Add an End Date
8. (Optional) Add a Signed Date
9. Select a Status
10. Set the For Reporting toggle to YES or NO
11. (Optional) Add Notes
12. (Optional) If For Reporting is ON, populate one or more fields:
    • Reportable Status
    • Pause Date
    • On Hold Reason
    • Restart Date
    • Grace Reason
    • Withdrawal Date
    • Withdrawal Reason
13. Click Save.

2

Add Training Agreement – other countries

1. Navigate to LRM > Learners > Training Agreements
2. Click Add Training Agreement
3. Enter a Training Agreement Name
4. Select a Learner
5. Select a Course Enrolment
6. (Optional) Add a Start Date
7. (Optional) Add an End Date
8. (Optional) Add a Signed Date
9. Select a Status
10. (Optional) Add Notes
11. Click Save.

3

Edit Training Agreement

1. Navigate to LRM > Learners > Training Agreements
2. (Optional) search and filter data.
3. Click the edit icon for the relevant Training Agreement, OR
   Click the view icon, then click Action > Edit
4. Update one or more of the fields:
   • Training Agreement Name
   • Start Date
   • End Date
   • Signed Date
   • Status
   • (NZ only) For Reporting toggle
   • Notes
5. (NZ only) If For Reporting is ON, update one or more fields:
   • Reportable Status
   • Pause Date
   • On Hold Reason
   • Restart Date
   • Grace Reason
   • Withdrawal Date
   • Withdrawal Reason
6. Click Save.