Creating Training Plans

Administrators create training plans and then designate the criteria for those plans and the training topics for versions of those plans. For more information about designating the criteria, see "Adding Criteria to Training Plans". For more information about designating the training topics for versions, see "Creating Versions of Training Plans".

When administrators publish the plans, the training topics in those plans are automatically associated with the appropriate contacts for the appropriate sites. The Role field value for the training topics in the plans determines the appropriate contacts. The plan criteria determines the appropriate sites.

To create a training plan 

1. Navigate to the Administration - Clinical screen, then the Training Plans view.

2. In the Training Plans list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Name	Type the name of the training plan.
   Description	Type a description of the training plan.
   Version Number	Displays the number for the version of the training plan when you select a value of Approved in the Status field for that version, and then save the version record. For more information, see "Creating Versions of Training Plans".
   Process Status	Displays the status of the publishing process for the training plan as follows: When you create a new record for a training plan, this field value defaults to Not Started. When you click the Publish button to publish the training plan, this field value changes from Not Started to Publishing. After publishing is complete, and publishing is unsuccessful, this field value changes from Publishing to Failed. After publishing is complete, and publishing is successful, this field value changes from Publishing to Published. When you select a value of Approved in the Status field for a new version (but not the first version) of the training plan, and then save the version record, this field value changes from Published to Not Started.
   Created Date	Displays the date and time that you create the training plan.
   Obsolete Date	Select the date and time that the training plan is inactive. After you populate this field and then save the plan record, you cannot change the field values for the training plan, the criteria for the training plan, or the versions for the training plan. You cannot delete training plans. If you want to indicate that the training plan is again active, then clear this field. After the training plan is again active, you can change it.
   Sites Processed/ Total Sites	Displays the number of sites that the publishing process associated with the training plan (sites processed) compared to the number of sites that apply to the training plan (total sites). This field is automatically populated when you publish the training plan. If you successfully publish the training plan, then the number of processed sites equals the number of total sites. If you fail to successfully publish the training plan, then the number of processed sites is not equal to the number of total sites. If you create a new approved version of the training plan, then this field value is cleared.
   % Completed	Displays the fraction in the Sites Processed/Total Sites field as a percentage. This field is automatically populated when you publish the training plan. If you successfully publish the training plan, then this field value is 100%. If you fail to successfully publish the training plan, then this field value is less than 100%. If you create a new approved version of the training plan, then this field value is cleared.
   Publish Result	Displays the final result of the process to publish the training plan. If you create a new approved version of the training plan, then this field value is cleared.