Purpose Statement

Course based requirement areas allow Training Plan administrators to define which specific courses must be completed for a Training Plan requirement. These requirements help agencies track completion toward credentials, internal training standards, and compliance-based training expectations.

Background Information

Training Plans use requirement areas to determine how members receive credit toward plan completion. Course based requirement areas are used when completion should be based on specific course completions rather than broader training buckets.

When using Course List mode, every selected course must be completed for the requirement area to be satisfied. Agencies with Advanced Training may also see LMS courses available for selection.

Required Permissions

Users must have the appropriate Training Plan administrative permissions to create, edit, or manage requirement areas within Training Plans.

Permission names may vary by agency configuration. Confirm that the user has access to:

• Training
• Training Plans
• Create or Edit Training Plans
• Manage Training Plan Requirements

If the user cannot access Training Plans or cannot add requirement areas, review their role permissions with a system administrator.

Video

Step-by-Step Guide

Access the Training Plan

• Navigate to Training.
• Select Training Plans.
• Open an existing saved Training Plan.
• Navigate to the Requirements area.

Add a Requirement Area

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

Select Course List Mode

• Choose Course List and enter a Requirement Area Name (required)
• This mode credits Training Plan progress based on course completions.
• Enter the required units for the requirement area.
• Required units are currently based on hours.

Select Required Courses

• From the available list of required courses, select the courses that should count toward completion.
• Confirm that the selected course hours match the required units entered for the requirement area.
• Remember that all selected courses must be completed for the member to complete this requirement area.
• For agencies using Advanced Training, LMS courses may also be available in the course list.

Manage Selected Courses

• To remove a selected course, select the trash can icon.
• If using Sequenced Course Mode, courses will display in sequential order.
  • To reorder courses, select and hold the handle on the left side of the course, then move it to the correct position.
• Use sequencing when selected courses have defined prerequisites or must be completed in a specific order.

Restrict by Location

• Optionally, restrict the requirement area to specific locations.
• Use location restrictions when a requirement can only be completed at a specific site, such as a burn facility, EMS learning center, or other designated training location.

Restrict by Rank, Qualifier, or Fire Station

• Optionally, restrict the requirement area to specific Ranks, Qualifiers, or Fire Stations.
• When a restriction is selected, only members matching that restriction are required to complete the requirement area.
• For example, if the requirement is restricted to the AEMT qualifier, only members with the AEMT qualifier will be required to complete that area.

Add a Description

• Optionally, enter a description for the requirement area.
• Use the description to clarify the intent, completion expectations, or any special instructions for the requirement.

Save the Requirement Area

• Review the requirement area settings.
• Select Add when finished.

Edit or Delete a Requirement Area

• Once added, requirement areas can be edited or deleted from the Training Plan.
• If members are already assigned to the Training Plan, the option to edit or delete a requirement area is removed.
• To make changes after members have been assigned, Plan Admins can either remove members from the plan or clone the Training Plan and edit the requirement area in the cloned version.

Best Practices

• Confirm course hours before adding courses to the requirement area.
• Use Course List mode when specific courses must be completed for the requirement.
• Use Sequenced Course Mode when courses must be completed in a required order.
• Use location restrictions only when the training must occur at a specific facility or site.
• Use rank, qualifier, and fire station restrictions to ensure the requirement applies only to the appropriate members.
• Add a clear description so administrators and assigned members understand the purpose of the requirement.
• Avoid assigning members to a Training Plan until requirement areas have been reviewed and finalized.
• Clone a Training Plan when major requirement changes are needed after members have already been assigned.

Troubleshooting & FAQs

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

If members are already assigned to the Training Plan, editing and deleting requirement areas is disabled. Remove members from the plan or clone the plan to make changes.

Why is a member not required to complete this requirement area?

Review any rank, qualifier, fire station, or location restrictions applied to the requirement area. The member may not match the selected restriction criteria.

Do all selected courses need to be completed?

Yes. In Course List mode, all selected courses must be completed for the requirement area to be satisfied.

Why are required units entered as hours?

Required units are currently locked into an hour-based approach.

Can LMS courses be used in a course based requirement area?

Yes, agencies with Advanced Training may see LMS courses available in the required course list.

When should I use Sequenced Course Mode?

Use Sequenced Course Mode when courses need to be completed in a specific order, such as when one course is a prerequisite for another.

Can I limit a requirement to a specific facility?

Yes. Location restrictions can be used when a requirement must be completed at a specific location, such as a burn facility or EMS learning center.