Purpose Statement

Bucket based requirement areas allow Training Plan administrators to define completion requirements that can be satisfied through qualifying training activity hours. These requirements can be based on selected Categories, Topics, or Standards, allowing agencies to track progress toward credentials, internal training goals, compliance requirements, or agency-specific training expectations.

This configuration helps agencies provide flexibility in how members meet Training Plan requirements while still ensuring that qualifying training completions are credited appropriately.

Background Information

Requirement areas define what a user must complete in order to satisfy a Training Plan. A Training Plan may be linked to a Credential or used independently for internal agency training requirements.

Bucket based requirement areas credit users based on completed training activity associated with selected Categories, Topics, or Standards. For example, if a bucket based requirement area requires 5 hours and includes the Topics of AEMT and Airway, a user can receive credit toward the requirement when they complete training associated with either of those Topics.

Bucket based requirement areas do not enforce completion of each selected item individually. Instead, the selected Categories, Topics, or Standards act as eligible items that can contribute hours toward the overall requirement.

For Course based requirement areas, refer to the related article covering Course based requirements.

Required Permissions

Users must have an agency role that allows access to the Training module and the ability to view, create, and manage Training Plans.

Recommended access includes:

• Access to Training
• Access to Training Plans
• Ability to create or edit Training Plans
• Ability to manage Training Plan requirement areas
• Access to applicable Training Setup items, such as Categories, Topics, Standards, Ranks, Qualifiers, Fire Stations, and Locations

Permission names and role configurations may vary by agency. If a user cannot access Training Plans or cannot add requirement areas, review their role permissions in First Due Permissions and confirm they have the appropriate Training administration access.

Video

Step-by-Step Guide

Navigate to the Training Plan

• Go to Training.
• Select Training Plans.
• Open the saved Training Plan that needs a bucket based requirement area.
• Navigate to the Requirement area of the Training Plan.

Add a Requirement Area

• Select + Add Requirement Area.
• Enter the required Name for the requirement area.
• Select the appropriate Mode.

Select Bucket Based Mode

1. Choose Bucket Based as the Mode.
   • Bucket Based mode credits training activity completions based on selected Categories, Topics, or Standards.
2. Enter the required units for the requirement area.
   • Required units are currently based on hours.

Select the Eligibility Type

1. Select the appropriate Eligibility Type:
   • Categories
   • Topics
   • Standards
2. Use the dropdown list to select the eligible items.
   • The list is multi-select and displays items created in Training Setup based on the selected Eligibility Type.

For example, if the requirement is set to 5 hours and the selected Topics are AEMT and Airway, any completed training activity credited to either Topic will count toward the Training Plan requirement.

Review How Credit Is Applied

• Understand that selected Categories, Topics, or Standards are eligible paths for completing the requirement.
• Users are not required to complete every selected item.
• Users can satisfy the requirement by completing qualifying training activity associated with any of the selected items.
• There are no enforcement triggers requiring completion of each selected Topic, Category, or Standard.

Optionally Restrict by Location

• Use the location restriction option when a requirement can only be completed at specific locations.
• Select the applicable locations, such as a burn facility, EMS learning center, training tower, or other agency-defined training site.
• When configured, only training associated with the selected locations will apply to the requirement area.

Optionally Restrict by Rank, Qualifier, or Fire Station

• Select applicable Ranks, Qualifiers, or Fire Stations when the requirement should only apply to specific groups of users.
• For example, selecting the AEMT Qualifier means only users with that Qualifier are required to complete the requirement area.
• Use these restrictions to target requirements to the correct personnel and avoid assigning unnecessary requirements to unrelated users.

Add a Description

• Enter a description if additional context is needed.
• Use the description to explain the intent of the requirement, acceptable training activity, or any agency-specific expectations.
• Select Add when finished.

Manage Existing Requirement Areas

• Once added, the requirement area appears in the Training Plan requirement list.
• If members are already assigned to the Training Plan, the option to edit or delete a requirement area is removed.
• To update a requirement area after members have been assigned, Plan Admins can either:
  • Remove members from the Training Plan, or
  • Clone the Training Plan and edit the requirement area in the cloned version.

Best Practices

Use clear, descriptive names for requirement areas so administrators and users understand what the requirement is tracking.

Confirm that Categories, Topics, and Standards are properly configured in Training Setup before creating bucket based requirements.

Use bucket based requirements when users can satisfy a requirement through multiple qualifying training options rather than one specific course.

Avoid selecting too many unrelated eligibility items in the same requirement area, as this can make the requirement difficult to audit or explain.

Use location restrictions only when completion must occur at a specific approved training site.

Use Rank, Qualifier, and Fire Station restrictions to ensure requirements are assigned only to the correct personnel.

Review Training Plans carefully before assigning members, since requirement areas cannot be edited or deleted once members are assigned.

Clone an existing Training Plan when major requirement changes are needed for a plan that already has assigned members.

Troubleshooting & FAQs

Why can’t I edit or delete a requirement area?

If members are assigned to the Training Plan, the option to edit or delete a requirement area is removed. Remove members from the plan or clone the Training Plan to make changes to the requirement area.

Do users have to complete training for every selected Topic, Category, or Standard?

No. In Bucket Based mode, the selected items define what training activity is eligible to count toward the required hours. Users can meet the requirement through qualifying completions associated with any of the selected items.

Why is the requirement using hours?

Required units are currently locked into an hour-based approach. Training activity hours are credited toward the requirement when the activity matches the selected eligibility criteria.

Why is a user not receiving credit toward the requirement?

Confirm that the completed training activity is associated with one of the selected Categories, Topics, or Standards. Also review any configured restrictions, such as Location, Rank, Qualifier, or Fire Station, to confirm the user and activity meet the requirement criteria.

When should I use a bucket based requirement instead of a course based requirement?

Use a bucket based requirement when users can satisfy the requirement through qualifying training activity across selected Categories, Topics, or Standards. Use a course based requirement when users must complete specific courses.

Can a requirement be limited to only certain personnel?

Yes. Requirement areas can be restricted by Rank, Qualifier, or Fire Station. When restrictions are applied, only users matching those criteria are required to complete the requirement area.