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Syntrio Customer Success Center

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Adding a Training Plan


Click on Training Plans on Left Side Menu.  On the top right, click Add Training Plan. Enter the name of the Training Plan.  Choose whether this plan is required or recommended.



Add Courses to the Training Plan, by clicking ‘Add Items’.

edit training plan.png


Once you’ve chosen your course or courses, you can decide the due date on these items, and then click Add:



Repeat the process, for additional courses, that may have different due dates, or no due dates. For most situations, this is all you will need to do.  In other situations, you may wish to have a course that is alternate – giving users a choice of ‘this course or that course.  By clicking ‘+Add’ above the Course, you can create an alternate, which still fulfills the requirement.



Now that you have finished this training assignment, you can use the Unlock, next to Add Items, which will make this available for actually assigning the training to users. (Refer to Assign Training in Search and Update Records, for how to assign training.)

This brings you back to the list of assignments, which you can then Clone, Edit, Retire, or Delete, as needed.  You can see this on the far right in the following image:

list training plan.png

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