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Wisenet

      How to Create a Custom Training Plan Template

      Before creating a custom uReport template it is important to understand how the templates work. The templates are designed to use Microsoft Word mailmerge fields to reference desired Wisenet data fields.

      Warning: You should only proceed if you have an intermediate level of technical and problem solving skills.

      Learn how Regions and Fields work before proceeding further.

      NOTE: While these steps are not hard, they do, however, require very careful attention to detail.  Therefore, we strongly recommend that you have an intermediate level of technical and problem solving skills.

      Required LRM Access: Admin only

      Key Design Consideration
      Template Type/NameDescriptionRegions Name
      National Training PlanUse the Training Plan template for Apprenticeship and Traineeship to show:
      - Training Contract information
      - what training is to be undertaken and outline who provides the training
      - how, when and where training will be delivered
      - how assessments will occur
      - the RTO's, Employer's and Apprentice/Trainee's responsibilities      		Recommended:
      1) AU_TrainingPlan_Main
      - The main fields for an Australian Training Plan
      2) AU_TrainingPlan_Units
      - The unit enrolments section for an Australian Training Plan. Sort by Unit Code

      Other:
      1) AU_TrainingPlan_Stages
      - The distinct list of CUOR Stages for a Course Enrolment. Used for grouping units by stage
      2) AU_TrainingPlan_StageUnits
      - To be used in conjunction with AU_TrainingPlan_Stages. It shows the unit enrolments for each stage
      3) AU_TrainingPlan_UnitGroups
      - The Unit Groups setup for the COurse Enrolment. Ordered by MAX CUOR End Date and then Unit Group Code
      4) AU_TrainingPlan_UnitGroupUnits
      - To be used in conjuction with AU_TrainingPlan_UnitGroups. It shows the unit enrolments for each Unit Group
      5) AU_TrainingPlan_UnitsDateSort
      - The unit enrolments section for an Australian Training Plan. Sort by Start Date, End Date, Unit Code
      6) AU_TrainingPlan_UnitsStageSort
      - The unit enrolments section for an Australian Training Plan. Sort by Stage, Start Date, Unit Code
      7 AU_TrainingPlan_UnitsTypeSort
      - The unit enrolments section for an Australian Training Plan. Sort by Unit Type, Unit Code
      State based Training Plan, i.e. ACT, NSW, VIC, TAS, WA, QLDSimilar purpose to the National Training Plan however with more State specific requirementsRecommended:
      1) AU_TrainingPlan_Main
      - The main fields for an Australian Training Plan
      2) AU_TrainingPlan_Units
      - The unit enrolments section for an Australian Training Plan. Sort by Unit Code

      Other:
      1) AU_TrainingPlan_NSWExtraDetails
      - this region allows NSW Checklist Comment data to be reported on NSW Training Plan
      2 AU_TrainingPlan_QLDExtraDrtails- This region allows QLD Checklist Comment data to be reported on QLD Training Plan sections 3.1, 3.2, 3.3 and 3.4

      1

      Create from a Generic Template OR Create from your own document

      It is recommended to download and modify an existing template as it reduces the amount of work and chance of error.

      Using your own Template?

      Using own template
      If you are confident with modifying your own template to become a uReport Template, we recommend to still download a generic template and copy over specific template elements:

      • REQUIRED: Main Region Start tag and Main Region End tag
      • Any additional tables for Units etc
      • Any additional fields

      Remember: It is important to understand the specific design considerations and adjust accordingly.


      1.1 Use our existing template (Recommended)

      Find and Download a generic template specific to your requirements

      • Navigate to LRM > Reports
      • On the Left Navigation Bar, Click on uReports Templates
        • The generic templates are listed grouped by Template Type
      • Find the relevant generic template that you wish to download and click on the Template Name
      • Save the file onto your computer

      1.2 Modify the Generic Template

      • Add/Remove any additional Fields or Regions
      • Update the Layout and Format accordingly
        • Includes fonts, spacing, logos etc
        • The are many Tips and Tricks for formatting
      • Once finished Save your document to your computer
      How to Edit a Region
      How to Add a Field to a Custom uReport Template

      1.3 Upload and Test

      Now that you have finished designing your template you need to:

      • Upload the Template
      • Test the Template
        • It is vital that after uploading a new version of a template that you test to ensure it is working as expected
        • This needs to be done by generating the uReport Template
      How to Upload a Revised Version of your uReport Template
      Next Step

      Test the new template by Generating a Training Plan