Process name: ADULT TRAINING PAGE – ADDING A MODULE TO A PERSONAL LEARNING PLAN Roles: Training Managers, Training Administrators

Process overview: This process will allow users with the correct access rights to search for members and

update their training record as required. It allows them to add a training module and related information to the

Personal Learning Plan for a specified role. This part of the process should be completed once a Personal Learning

Plan has been agreed with the Member and this information needs to be updated on Compass.

It also allows them, at a later date, to update completed learning or validation for this module. Therefore, this part

of the process should be completed once the learning or validation of a module has taken place and needs to be

updated on Compass. The outcome of the process will be that if the validation for the module has been complete

then a module validation certificate will be generated.

You will need the membership number of the Training Adviser and the membership number of the adult who

validated the learning to complete this process in full.

1. Ensure you have selected the correct role for the task you are trying to complete from the My Role

dropdown menu at the top on the Home Page.

2. To search for a member click the magnifying glass which is located towards the top right of the Home

Page.

3. Type the membership number of the member you want to find into the Go to member box then click the

magnifying glass next to the box.

If you don’t know the membership number of the Member whose record you are looking for, then you can search

for them using the Advanced Search options. A guide to how to do this can be found in XXXX Comment [KC1]: What is the name of

the relevant guide?

4. Once you have found the correct Member record the member Profile page should appear. On the member

Profile page there will be a row of headings going across the page underneath the member name and

membership number. Click the Training heading.

5. The Training page is split into two sections. The first being Personal learning Plans.

6. The Personal Learning Plan (PLP) section will display the roles linked to the member. When a Member is

assigned a role a PLP detailing the training requirements for that role should automatically have been added.

On the right hand side of the page for each role there will be a Show PLP button.

7. Clicking Show PLP for a role will open the personal learning plan for that role. It will contain the list of

modules attached to the roles PLP.

8. To add a module to the PLP for this role, click the Add Module button on the right hand side of the screen.

9. A popup window will appear titled Add Training Module to PLP, with the member’s name and membership

number underneath.

10. To choose the module that you want to add to the PLP, use the Module drop down window under the PLP

Training Details heading. Clicking on the black arrow in the right of the box will cause a list of all the training

modules to appear. You can then select the required module by clicking on its title.

11. The next field allows you to assign a Training Advisor to the learner for this module. Type in the membership

number of the relevant Training Advisor into the Training Advisor box, and then click on the magnifying

glass.

This field is not mandatory, you do not need to assign a Training Advisor to this module to continue.

12. If it has been agreed that learning is required by the Member for this module you will need to click the

Learning Required tick box. If there is no learning required leave the box unchecked.

13. If learning is required, use the drop down window under Learning Method to select the agreed learning

method for this module. You can select more than one learning method if required.

14. Once you have selected the learning method(s), you need to enter the planned completion date that has

been agreed into the Planned Completion box.

15. If the learning method has already been completed you can then enter this date into the Actual Completion

box. If it has not yet been completed you will be able to update this information on the Member’s training

record at a later date.

16. The next section is validation, which will be located under the Validation Criteria heading. If there are any

mandatory validation criteria for this module these will automatically have appeared.

You can then use the drop down menu to add any additional validation criteria that have been agreed for

this module.

17. Once the agreed validation criteria have been selected you will then be able to enter the agreed upon

completion date for each criteria validation criteria. These can be selected using the Planned Completion box

to the right of the validation criteria. The date can be entered manually or selected using the calendar icon

to right of the text box.

18. At a later date, once the planned validation criteria have been completed, you will be able to enter the

completion date into the Actual Completion box. This can be entered or selected in the same way as the

planned date. You will be able to update this information on the Member’s training record at a later date.

19. The following section is titled Validation Method. You may need to scroll the window down to see the whole

section.

20. Each validation method will have a corresponding check box. Use the check boxes to select the agreed

validation methods. You will be able to select multiple methods.

21. The final section is titled Validation Completed. At a later date, once the agreed validation and any planned

learning for this module has been completed, this section will need to be completed.

To do this, enter the membership number of the member who validated the criteria into the Validated By

box.

22. Then enter the validation date into the Validated On box.

23. When you are ready to save the module click the Save button on the bottom right of the window.