How to add Training Plans within the LMS

How to add learners to a training plan.

1. Go the training plan record

2. In the top right click +add within the contacts section.

3. You can create new or add existing contacts.

4. Click next and save. You don’t have to worry about an association label.

5. From there training plan will show within the “My Training Plan” module within the LMS


How to add courses to a training plan.

1. Go the training plan record

2. In the top right click +add within the courses section.

3. You can  add existing courses.

4. Click next and save. You don’t have to worry about an association label.