Purpose Statement

The Progress area within Training Plans allows users to monitor completion status for assigned members throughout a training plan cycle. This view helps administrators quickly assess overall plan performance, review credits applied toward requirements, and drill into individual member progress for more detailed completion history.

Background Information

The Progress area is located within the Training Module under Training Plans. It is designed to give plan administrators visibility into both group-wide and individual completion data without needing to review each assigned member separately.

This area is useful for:

• Monitoring progress toward training requirements
• Reviewing completed credit hours across the assigned member group
• Identifying which members are on track, behind, or have not started
• Viewing detailed class completion history by requirement

Users should note that member progress cannot be viewed while actively editing a Training Plan. To access progress, the plan must be opened in view mode.

Required Permissions

Users should have access to the Training Module and be able to edit and create Training Plans

Video

Step-by-Step Guide

1. Open the Training Module and Navigate to Training Plans

1. Open the desired Training Plan in view mode
   To access progress, use one of the following methods:

   • Select the View icon in the Actions column for the Training Plan.
   • Or select the Edit icon for the Training Plan, then choose View at the top of the plan.

    

1. Review overall plan progress at the top of the Progress area
   At the top of the page, review:

   • Progress through the Training Plan cycle

   This section displays overall completion across the full assigned member group. 

1. Review requirement credit totals
   Use this section to compare completed credits against required totals. For example, a requirement may show that 7.5 hours of the required 16.0 hours have been completed across all assigned members.

1. Review individual member progress at the bottom of the page
   In the member progress section, administrators can view each member’s:
   • Name
   • Rank
   • Qualifiers
   • Station
   • Overall progress percentage
   • Number of areas completed
   • Current status

1. Refresh progress if needed
   Select the Refresh button to recalculate progress while working in the Progress area. This is especially helpful if members are completing classes during the same time you are reviewing the plan.
2. View detailed progress for a specific member
   Select the View icon next to a member to open a detailed progress modal.

1. Review the member detail modal
   The modal displays:
   • Overall progress percentage
   • Number of areas completed
   • Areas not started

1. View class completion history by requirement
   Within each requirement area, select the View icon to see class completion history tied to that requirement.
2. Review exceeded-hour completions when applicable
   If a member has completed more hours than required, those classes will still appear in the completion history so administrators have a complete record of activity.

Best Practices

• Open Training Plans in view mode when reviewing progress data.
• Use the Refresh button when active class completions may affect current totals.
• Review both the group summary and individual member details to get a complete understanding of plan progress.
• Check requirement-level history when a member’s totals seem higher than expected.
• Use member progress details to identify areas that have not been started and follow up as needed.

Troubleshooting & FAQs

Why can’t I see Member Progress?
Member Progress cannot be viewed while editing a Training Plan. Exit edit mode and open the plan in view mode.

Why do progress totals seem outdated?
If members are completing classes while you are reviewing the Progress area, use the Refresh button to recalculate progress.

Why do I see more classes than required in a requirement history?
The requirement history shows a complete class completion record. If a member exceeds the required hours, those additional classes will still appear.

What details are available at the member level?
You can view the member’s overall progress percentage, completed areas, not-started areas, and requirement-specific completion history.

Who should use the Progress area?
This area is best suited for plan administrators or users responsible for monitoring training completion across assigned members.w