Training Hub: Manage Training Plans for Groups

If you are a supervisor or have the ability to manage other peoples' training in Training Hub, you can create a Training Plan and apply it to multiple people who have the same responsibilities and duties. This will assign required and recommended courses to those people.

Manage Training Plans for Groups is available to anyone that has the ability to manage other learners. 

• Supervisors can manage the training of their direct reports. 
• Learners can choose to grant delegate access to someone to manage their training.

Manage Training Plans for Groups have three stages in the lifecycle:

• Draft Training Plans
  • These are training plans that are not active. You can edit any of the draft training plans.
• Active Training Plans
  • These are training plans that can be used to assign training to learners that you manage.
• Archived Training Plans
  • These are training plans that are no longer active. You can still view the training plan to see what the question responses were when you activated them.

Create a New Training Plan

If you have access to one or more learner's training, there will be a menu item in the top navigation bar Manage Other Learners.

If you do not manage any people, or no one has given you delegate access to their training, then the menu item Manage Other Learners will not be in the menu bar.

1. Log in to Training Hub.
2. Select Manage Other Learners. The manage other learners page is displayed that lists the people you can manage.
3. Select Manage Training Plans for Groups. The Manage Training Plans for Groups page is displayed.
4. Select Create New Training Plan.
   
5. Enter a Title for the Training Plan for Groups.
   1. You might need to create multiple training plans for different combinations of employees & delegates and job duties, so a good naming convention is helpful.
      
   2. Select Save Training Plan.
6. The questionnaire is displayed. Answer all of the questions for the plan you want to apply to the learners.
   1. At this point you are only creating a draft questionnaire. No assignments will be made.
7. When you have completed the questionnaire, select the Preview Results button. A table is displayed with the course(s) that will be assigned and the question and response.
   
8. If you need to make changes, select the Back button below the table to return to the questionnaire.
9. If the questions and responses are correct, select the Save Questionnaire button. The questionnaire is saved and the Manage Training Plans for Groups page is displayed.
10. The questionnaire is listed in the Draft Training Plans table.

Activate a Training Plan

The Draft Training Plans table displays the training plans that are not active. If all of the required questions have been answered, an Activate button will appear next to the edit button.

Select the Activate button to make the training plan active.

Enrolling Learners

1. Select the Enroll Learners button for the appropriate training plan.
2. Complete the form.
   1. Enter a Training Plan Title. This title will appear on the learners' My Training page on the Training Plans tab. 
   2. Select the Learner(s). In the drop down list, all of the people you have access to are displayed.
   3. Enter the appropriate department for the learners.
   4. Select the Role for the learners.
   5. Select Next
      
3. A review page is displayed. 
   1. Select Show Learners to review the learners that will be assigned courses. 
   2. Select Show Courses to review the courses that will be assigned to learners.
   3. Select Enroll Learners.