Step 5: Assigning New Training Plans / Next Semester Setup

At the end of a semester, program coordinators will likely need to assign trainees their next training plan or course (i.e. Practicum to Internship). To do so, program coordinators must create a new training plan for the upcoming semester (if it they haven't already), then assign this new training plan to the trainees. Training plans can be assigned to a single trainee, or to multiple trainees at once. 
To create a new training plan, see  Step 1: Creating Training Plans.

Method 1: Assign the training plan to multiple trainees at once.

  1. From the main menu, click People then Trainees.
  2. If you are assigning Trainee's after their training plan has ended you may wish to switch the table layout to view their last completed training.
  3. You can search Trainee's by their names or by a specific Faculty by using "Filter by Search" 
  4. Click a column to sort trainees by their Name Training, or Faculty Supervisor.
  5. Select the checkbox next to the trainee names that you wish to assign a new training to. 
  6. Click Group Actions Assign New Training.
  7. In the Assign New Training modal, from the Training Plan drop-down, select their next training plan.
  9. Modify the Training Start Date and Training End Date fields, if needed.
  10. From the Faculty Supervisor dropdown, select the associated faculty, or leave the field blank if the faculty has not yet joined SA.
  11. When finished, click Save.

The newly-assigned training plan is now listed under the Next Training column, and will become current (active) once the training plan's start date is reached.

Method 2:  Assign the training plan through placement approval.

For trainees who have submitted placement applications without having a next training plan assigned, program coordinators can assign their next training plan through the placement approval process.

  1. Navigate to the trainee's placement application.
  2. Click Mark Approved.
  3. In the Associate Placement modal, click Assign New Training (if their next training plan hasn't already been assigned).
  4. Select the Training Plan, dates, and Faculty Supervisor as shown in Method 1 above.
  5. When finished, click Save.

The newly-assigned training plan is now associated with this approved placement, and will become current (active) once the training plan's start date is reached.