Development Plan Templates
Development Plan templates simplify the plan creation process by providing a quick way to populate new plans with pre-filled information. Development Opportunities and Activities can be added to templates, and these are automatically applied when using templates to create new plans.
The Development Plan Templates page, found under the Development heading in the Admin menu, displays a list of all the available templates. Filters allow you to narrow the list of displayed plans based on their Status (Draft, Published, Archived). There’s also a search bar above the table that can be used to locate a specific template, and a sort option to reorganize the list.
Selecting a template from the list opens the detail view for the plan.
Adding a new template
To add a new Development Plan template:
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Click Add Plan Template. This opens the Add Development Plan Template pop-up window.
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Complete the form with the desired details and click Add. The Development Plan Template Detail page opens displaying the new plan.
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Click Add Development Opportunities to add specific competencies to the template.
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Once Development Opportunities have been added, click Add Activity to include tasks to each Development Opportunity as needed.
When finished adding content to the template, clicking Publish makes the template available to users for creating new development plans.
If you do not wish to publish the template immediately, you can navigate away from the template details page. The template is automatically saved to a Draft status and can be further edited as needed before publishing.