Purpose Statement

The Training Plans List View in the Training Module allows Training Admins to create, enable, view, edit, clone, archive, and delete training plans. It also provides access to global training plans pre-loaded by First Due, helping agencies standardize training requirements and reduce manual setup.

Background Information

The Training Plans List View serves as the main management page for agency training plans. From this page, users can:

• Create custom training plans for their agency
• Enable First Due global plans
• Filter and organize plan data
• Customize visible columns
• Access saved views
• Manage plan lifecycle actions such as editing, cloning, archiving, and deleting draft plans

This page is especially useful for agencies that need to manage recurring requirements, support credential-based training, or enable standardized plans such as those used for ISO tracking.

Required Permissions

Users must have access to the Training Module and permission to manage Training Plans in order to complete the actions described in this article.

Video

Step-by-Step Guide

1. Navigate to Training Plans
   • Open the Training Module.
   • Select Training Plans to access the Training Plans List View.

• Use saved views and list tools
  1. At the top of the page, access existing saved views or create a new saved view.
  2. Use the List Filtering options to narrow the records shown.
  3. Select or deselect columns to control which fields appear in the list.

1. Enable a global training plan
   • Select Enable Global Plans.
   • In the modal that opens, review the pre-loaded plans established by First Due.
   • Locate the desired plan and select the arrow in the Actions column.

1. Configure the global plan
   • Once a Global Plan has been selected the following fields can be edited
     • Add this Training Plan to a Credential (Toggle Switch) and which Credential to add this Plan to
     • If not added to a Credential, the option to adjust the Plan Year Start Date is available
   • Select Enable Plan to add the plan to the active list.

1. Manage enabled global plans
   • Once the plan appears in the active list, edit it as needed.
   • Update plan details such as assigned members and requirement areas.
2. Create a custom training plan
   • Select + Create Plan.
   • Build a custom training plan for your agency using the available configuration options.

1. View training plan details
   • In the Actions column, select the view icon to open plan details.
   • Review plan information, including the Member Progress area.
2. Edit a training plan
   • Select the pencil icon to edit a plan.
   • If the plan already has assigned members, plan details cannot be edited unless the members are first unassigned or the plan is cloned.
3. Clone a training plan
   • Use the clone option to duplicate an existing plan.
   • This is useful when you need to create a similar plan without changing the original.
4. Archive a training plan
   • Select the trash icon to archive a plan.
   • Archiving removes the plan from the active list while preserving historical data.
5. Delete a draft plan
   • Plans in draft status include a delete option.
   • Use this action to permanently remove draft plans that are no longer needed.

Best Practices

• Use saved views to organize plans by status, year, or program type.
• Review visible columns regularly so admins can quickly see the most relevant information.
• Use global plans when available to reduce setup time and maintain consistency.
• Clone plans instead of rebuilding similar plans from scratch.
• Archive inactive plans rather than deleting them when historical reporting may still be needed.
• Before assigning members, verify plan details such as credential use and plan year start date.

Troubleshooting & FAQs

Why can’t I edit a training plan?
If a training plan already has assigned members, certain plan details cannot be edited. You must either unassign the members or clone the plan.

What is the difference between archiving and deleting a plan?
Archiving removes the plan from the active list while preserving historical data. Deleting is only available for plans in draft status.

What are Global Plans?
Global Plans are pre-loaded training plans established by First Due. These may include standardized plans such as those used for ISO tracking.

Can enabled Global Plans be changed?
Yes. Once enabled and added to the active list, global plans can be edited to manage items such as members and requirement areas.

When should I clone a plan?
Clone a plan when you want to reuse an existing structure without changing the original plan.