Creating a New Written Plan

Adding Sections

Editing Sections

Changing the order of sections

Viewing as HTML or PDF

Relating Written Plans to Courses

 

Creating a New Written Plan

In the Training Manager:

Select Written Plans

In the Written Plan List select

Enter information in the fields for:

  • Title
  • Description
  • Board Approval Date
  • Review Date

to create the Written Plan and go to the Written Plan Menu.

to exit without saving your changes.

The Written Plan Administration page appears.The next step is to create and manage sections of the written plan.

Managing Sections of a Written Plan

Editing Sections

Changing the order of Sections

Adding Sections

Select Manage Sections

Select

Title: Label the section (e.g. Introduction) The title will appear as a section heading within the Written Plan.

Contents: Add text, tables and images for the body of the section.

to create the written plan section.

to create the section and immediately add another.

to exit without saving your changes.

Editing Sections

Select Manage Sections

Select the Section Title you want to edit.

Edit the Section as explained in adding sections

Arranging Section Order

Select Manage Sections

Use the arrows on the right side to move sections up or down


Viewing a Written Plan as HTML or PDF

In the Training Manager:

Select Written Plans

Select the Written Plan Title

Select either:

Or

The HTML version allows for easy navigation online, by automatically linking sections to the table of contents.

The PDF version is best suited for printing.

 

Related Topics:

Relating Written Plans to Training Courses

Creating a Written Plans page on your website