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Setting Up the Plan Details when Creating a PD Plan

To create a PD Plan, you must have the appropriate permission level.

To set up the Plan Details:

  • Option 1:  In your Admin Tools, click the 'Professional Development Plans' link, or
  • Option 2:  Click on the PD Admin button on your My Plan Page, then
    • From the drop-down, click on Manage Plans
  • Click the 'Create PD Plan' button.

  • To start a new plan, click on 'Create a New Empty Plan.'
  • Complete the following fields:
    • Organization - from the drop-down select the organization which owns the plan.
    • Name - write a descriptive name for the plan.
    • Start date - enter the beginning date of the plan in the MM/DD/YYYY format
    • End date - enter the end date of the plan in the MM/DD/YYYY format.
    • Total PD Hours Required - enter the total number of hours needed to achieve the plan.
    • Required - if checked, this plan will be automatically assigned to everyone in your institute.
    • Allow Personal Goals - if checked, users will be able to create personal goals within this plan.
    • Published - if checked, the plan will be published and visible to all assigned users.
  • Click the save button.



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