Generating a Training Plan is achieved using the uReport feature. It uses Training Plan template documents to format and input required Training Plan information.
If this is the first time your company is generating Training Plans we recommend to first test the process using our generic templates. Then once confident with the process you can create you custom templates for live situations.
Before you begin:
Required Knowledge: Training Plans | uReport
1
Prepare Course Enrolments
Note: If you already have your Course Enrolments set up, go to Step 2.
A Training Plan will only generate when a Course Enrolment exists. It is important to have all appropriate fields set up against the Learner and Course Enrolment.
Note: For the purpose of testing you could create a dummy Course Offer and Enrolments.
Learn how to Add Course Enrolments
Training Plans typically use Assessment Methods. Learn More? Assessment Method Custom Dropdowns
2
Generate a Training Plan
- Navigate to the Clients’ Profile
- Click on the required Course Enrolment
- On the Left Navigation Bar, select Enrolment Logbook
- In the Action Menu select Generate uReport
- From the uReport Template Type Dropdown, select Training Plan
- From the uReport Template Dropdown, select your desired template
- Complete additional options
- Click on Save
This will take you back to the Logbook page where the generated pdf document will be saved. Click on the document link and it will download a copy to your computer. You can now print or send out your Training Plan.
- Navigate to LRM > Course Offers, find the Course Offer from the list
- From the Action Dropdown Menu to the right of the Course Offer, select View Enrolments
- Tick the boxes for the clients that you want to run the template
- From the Action Menu at the bottom of the page, select Generate uReports
- From the uReport Template Type Dropdown, select Training Plan
- From the uReport Template Dropdown, select your desired template
- Complete additional options
- Click on Save
The Training Plan will now be stored against each Learner’s Course Enrolment Logbook. The quickest way to navigate here from the Course Offer > Enrolments list is:
- Open in new tab each Learner by holding ctrl while clicking on the Learner’s name in the Course Offer > Enrolments list
- Then from the Profile > Enrolments Panel find the Course Enrolment and choose View Logbook in Action Menu
Error: The uReport training plan gives a message of ‘failed’
Solution: Training plans will give the error message when either
a) a workplace hasn’t been set against the client or
b) the client has two workplaces with the same start dates
In the case that the issue is b, simply adjust the Start Date for one of the workplaces, and include an End Date for the previous workplace if both Workplaces Type = Employer. The template will then work and display the workplace with the earliest start date. After the template has been generated, then re-adjust the workplace start dates. See How to link a learner to a Workplace
Note: If you have any issues during uReport generation then please use the following troubleshooting guide to see how to resolve them.
3
Review the generated Training Plan
This step is more important during initial testing however due to the importance of the information on Training Plans it may always be a useful step.
Download the generated Training Plan, review contents and make necessary changes:
- If fields are incorrectly populated
- Ensure that the data has been correctly entered into Wisenet for this Learner
- Ensure the custom ureport template is referencing the correct regions or fields
- If layout and formatting is not correct
- The custom ureport template will need to be updated to resolve any issues
If this is a generic template then take a copy and create a custom template.
In any case if you require changes to a template follow the instructions on How to Create a Custom Training Plan Template
Next Step
You may be finished at this point or you may wish to Create your Custom Training Plan Template