---
title: How to create a training plan using a training plan template
description: Learn how to create a training plan using a training plan template
---

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# How to create a training plan using a training plan template

## Learn how to create a training plan using a training plan template

**Who does this article apply to?**

- Users with access to Ausmed's [Learning Management System](https://knowledge.organisations.ausmed.com.au/en/knowledge/access-ausmeds-learning-management-system?hsLang=en)
- Users with [Organisation Manager Permissions ](https://knowledge.organisations.ausmed.com.au/en/knowledge/understand-permission?hsLang=en)

---

### **How to use a template from the Training Plan Section**

1. **Go** to “Training Plans” under the Plan navigation item
2. **Click** “Create Training Plan” 
3. **Select** “Create with Template”
4. **Choose** the template you wish to use
5. **Click** “Use This Template” in the top right corner
6. **Select** your training plan details.
7. **Enter** the training plan details: 
     1. Title - enter the name of the plan.
     2. (Optional) Description - enter a few sentences to describe the training plan to other users in the manager portal. 
8. **Select** whether the training plan is mandatory or non-mandatory 
     1. If selecting yes, choose whether the training plan should contribute to your user's compliance status
     2. If selecting no, skip to step 9.
9. **De-select** any items you do not wish to include in your training plan
10. **Review** and confirm the settings 
      1. Be sure to select the correct job roles you want to complete the modules!
11. **Click** Confirm and Add Template in the bottom right corner
12. Be sure to **review** your organisation's individual training requirements against the templated activities and settings to make sure this training plan meets your needs.
13. **Go** to this [article](https://knowledge.organisations.ausmed.com.au/en/knowledge/add-an-item-to-a-training-plan?hsLang=en) to learn more about adding additional items to your training plan.

---

### **How to use a template from the Templates section in the Library**

1. **Go** to the Templates navigation item in the Library product
2. **Choose** the template you wish to use
3. **Click** “Use This Template” in the top right corner
4. **Select** your training plan details.
5. **Enter** the training plan details: 
     1. Title - enter the name of the plan.
     2. (Optional) Description - enter a few sentences to describe the training plan to other users in the manager portal. 
6. **Select** whether the training plan is mandatory or non-mandatory 
     1. If selecting yes, choose whether the training plan should contribute to your user's compliance status
     2. If selecting no, skip to step 9.
7. **De-select** any items you do not wish to include in your training plan
8. **Review** and confirm the settings 
     1. Be sure to select the correct job roles you want to complete the modules!
9. **Click** Confirm and Add Template in the bottom right corner
10. **Be** sure to review your organisation's individual training requirements against the templated activities and settings to make sure this training plan meets your needs.
11. **Go** to this [article](https://knowledge.organisations.ausmed.com.au/en/knowledge/add-an-item-to-a-training-plan?hsLang=en) to learn more about adding additional items to your training plan

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