Purpose Statement

Requirement Areas define the items a user must complete within a formalized Training Plan in the Training module. They allow administrators or training managers to structure plan completion by grouping required training into clear, trackable areas based on hours, course lists, or sequenced coursework.

Background Information

Requirement Areas are configured inside a saved Training Plan and are used to establish how credit is assigned toward plan completion.

This feature supports multiple training plan structures, including flexible credit assignment through buckets, fixed completion through course lists, and ordered completion through sequenced course lists. It is especially useful for agencies that need to standardize training expectations, account for prerequisite learning, or apply requirements only to specific personnel based on rank, qualifiers, or station assignment.

Before creating Requirement Areas, the Training Plan must already be saved.

Required Permissions

Users will need access to the Training Module and Edit Access to Training Plans

Video

Step-by-Step Guide

1. Open the Training Module and Navigate to Training Plans

1. Select Edit from the Actions column to open a Saved or Published Training Plan and Navigate to Requirement Areas
2. Add a New Requirement Area
   Select + Add Requirement Area.

Note: Once Members have been assigned to the plan, Requirement Areas are no longer adjustable.  Members either need to be unassigned or the plan cloned

1. Enter the Requirement Area Name
   Give the Requirement Area a clear, descriptive name.
2. Choose a Mode
   Select the appropriate Mode to define how credit will be assigned toward the Training Plan.
   • Mode determines how the Requirement Area matches training activity to the Requirement Area
3. Enter the Required Units for the Mode selected

1. Configure Bucket Based Mode
   Use Bucket Based when any eligible course matching selected criteria can count toward completion. For example, if standards are chosen as the eligibility type, any training activities with the indicated standard associated with it will count towards this requirement.  

   1. Enter the required number of hours for the bucket
   2. Select the eligibility type:
      • Categories
      • Topics
      • Standards 
   3. Select the appropriate items under the chosen eligibility type - Each of these are multi-select lists so multiple Categories or Topics or Standards can be associated with this Requirement Area

    

• Configure Course List Mode
  Use Course List when users must complete a specific list of courses.
  1. Select Courses from the Mode list
  2. Enter the required units
  3. Select the appropriate courses
  4. Review the selected courses shown below the list
  5. Remove any course as needed

• Configure Sequenced Course List Mode
  Use Sequenced Course List when courses must be completed in a specific order, such as when prerequisites apply.
  1. Select Sequenced from the Mode options
  2. Enter the required units for this item
  3. Add the required courses to the list
  4. Reorder courses by selecting and dragging the handle on the left
  5. Remove any unwanted Courses

1. Apply Optional Restrictions
   At the bottom of the modal, restrict the Requirement Area as needed to specific:

   • Rank
   • Qualifiers (if scheduling is enabled)
   • Stations

   These restrictions make the requirement apply only to the selected items.

1. Save the Requirement Area
   Select Add to save the Requirement Area.

1. Repeat as Needed
   Repeat the process for each required area in the Training Plan.

Best Practices

• Use clear naming conventions so Requirement Areas are easy to identify.
• Choose Bucket Based when flexibility is needed across multiple eligible courses.
• Choose Course List when completion must be tied to a defined set of courses.
• Choose Sequenced Course List when course order matters due to prerequisites or learning progression.
• For Course List mode, ensure the required units align with the total time represented in the course list for accurate tracking.
• Use restrictions carefully to ensure only the intended ranks, qualifiers, or stations are assigned the requirement.

Troubleshooting & FAQs

Why is a Requirement Area not applying to all users?
Check whether the Requirement Area was restricted by Rank, Qualifiers, or Stations.

When should I use Bucket Based instead of Course List?
Use Bucket Based when any course matching selected Categories, Topics, or Standards can count toward completion. Use Course List when learners must complete specific courses.

What is the benefit of Sequenced Course List?
This mode ensures courses are completed in a defined order, which is helpful when prerequisites exist.

Why should required units match the course list time?
Matching required units to the amount of time represented in the selected courses helps ensure tracking is accurate.

Can I change the course order in a Sequenced Course List?
Yes. After adding courses, use the handle on the left side of each course to drag and reorder them.