Feature Overview and Requirements

The My Training Plan page displays the logged in user’s individualized training plan, with a detailed list of certification and/or course assignments. Students with access to the Navigation page My Training Plan icon will notice a goal assignment counter, as pictured here. They can watch their to-do list move from Assigned to Achieved as they complete all required training activities.

Summary Graphs

There are two charts that summarize a student’s training goals:  One by Status and the other by Assignment Due Date. Number totals display inside of each graph, while hover text provides percentage details.

Goals – Chart displays all goals by status: Achieved, Assigned, Waived
Assigned – Chart shows number of assigned goals by Due Date: No Due Date, More than 30 Days, Less than 30 Days, Past Due

Manage Goals

Goal details and action buttons provide a simple way for students to manage their own training plan, and track progress at a glance. If the Self Assign Goals feature is enabled by the Portal Administrator in the LMS Information settings, students will see a +Goals button displayed in upper right corner. Only users who assigned themselves a training goal will see action options listed.

• Click the Status icon to expand record details, or click column headers to sort the list in a different way.
  Assigned  = To Do
  Achieved  = Complete
  Waived   = Exempt
• Open the Edit Goal  form to view details and make changes.
• Click Delete  to permanently delete a self-assigned goal.

Note that students are not allowed to delete or edit goals assigned by rule or by their manager. Although you may see the Delete All  icon in the results header, the LMS will only allow you to delete self-assigned goals.