Creating Versions of Training Plans

Administrators create versions of training plans so that they can associate training topics with those plans. As business needs change over time, they can create new versions of training plans to accommodate those needs.

After you publish a version of a training plan, you cannot change the data in that version. For example, you cannot add training topics to or delete training topics from that version. If you want to change the data in an existing training plan, then you must create a new version of the plan, and publish the plan again.

After you publish a version of a training plan, you cannot delete that version.

To create a version of a training plan 

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

2. Drill down on the Name field of the training plan for which you want to create a version.

3. Navigate to the Versions view.

4. In the Versions list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Version Number	Displays an automatically generated version number. The first version record that you create is automatically populated with a version number of 1, the second version record that you create is automatically populated with a version number of 2, and so on.
   Name	Type the name of the version of the training plan.
   Status	Select a value of Approved in this field to indicate that this version is the approved version of the training plan. Only one version of a training plan can have an approved status. You must select the Approved value and then save the version record before you can publish the training plan. You are not allowed to select the Approved value until you add at least one training topic to the version. For more information about adding training topics to a version, see Step 5. In addition, this field displays an automatically generated value for the status of the version as follows: When you create a new version record, this field value defaults to Draft. When you click the Publish button to publish the training plan for this version record, this field value does not change from Approved. When you select the Approved value in this field for another version record in the training plan, this field value changes from Approved to Archived for this version record.
   Comments	Type appropriate comments about the version of the training plan.
   Created Date	Displays the date and time that you create the version of the training plan.
   Published Date	Displays the date and time that you publish the version of the training plan.
   Archived Date	Displays the date and time that you archive the version of the training plan.

   
   

5. Complete the following steps to select the training topics for the version:

   1. In the Training Topics list, click Add Topics.

   2. In the Training Topics dialog box that appears, select the training topics for the version.

      To select multiple topics, hold down the CTRL key and click each topic record. Topics that have a value in the Obsolete Date field are not available for selection. For information about setting up the training topics that appear in this dialog box, see "Setting Up Training Topics for Clinical Training".

   3. Click OK.

      The selected topics appear in the Training Topics list. You cannot change the field values in these selected topic records. However, you can delete the topic for which you want to change the field values, change the field values for the topic in the Training Topics view of the Administration - Clinical screen (if the topic is not associated with another published training plan), and then add the changed topic to the version again.