Manage Team Success Plans

To Access the Team Dashboard:

1. Login to Training Central - https://trainingcentral.nmsu.edu.

2. The Home page appears.

3. Find the drop-down menu on the top right-side of the Web page. (Beside the drop-down box are the words Go To: and the word Home appears in the box.)

Image of dropdown for Team Dashboard

4. Click the drop-down box arrow and the word Team Dashboard.

5. Select Team Dashboard.

6. The Team Dashboard window will appear.

7. The tabs that you will see on the Team Dashboard window are: Team Dashboard, Team Success Plans, Team Training, and Contact us.

Dashboard menu

8. Click Team Success Plans.

By default, each team member is assigned the "My Development Plan" which is a personal plan for each employee where the employee or the manager can assign activities and perform other plan modifications.

Using Team Success Plans you can do the following:

Activate the Plan

Create a Plan

Add an Activity to a Plan

Activate the Plan

1. To activate a plan, select the check box next to the employee's name and click Activate Plan.

Screen capture showing process to activate plan

2. A prompt will display, click OK.

Prompt displaying the message Depending on the plan configuration, you are either activating a plan or submitting a plan for approval.

 

Create a Plan

1. To create a plan, select the check box next to the employee's name and click Create Plan.

Display of process to create a plan

The plan search screen will display.

2. Click Search to see a listing of all available plans. Plans may be available for specific roles in the organization for employees that assume certain types of duties. Generally, all employees can use the My Development Plan as a custom plan that contains activities included by the manager and/or the employee.

Search Plan screen

3. Click the check box next to the plan you would like to add.

4. Click Select.

5. A confirmation message will display. Click Back to My Team Plans.

Plan confirmation screen

 

Add an Activity to a Plan

1. To add an activity, select the check box next to the employee's name and click Add Activity.

Add Activity Screen

A menu of activities that you can add will display.

Add Activity Submenu options

2. Click the appropriate option from the list.

Activity Options

A. Add Course - Will display a screen where you can select the course to add to the plan.

Click the picker icon picker iconto open another screen to search for courses in the catalog.

Add a course search screen

B. Add Certification - Will display a search screen where you can select the certification to add to the plan.

Click Search to see a list of all certifications.

Add certification search screen

C. Add Curriculum - Will display a search screen where you can select the curriculum to add to the plan.

Click Search to see a list of all curricula.

Add Curriculum Search Screen

D. Add Goal - Will display a form where you can provide additional information about the specific learning goal. This may include on-the-job training or other learning items not related to a course, certification, or curriculum in the catalog.

Add Goal Screen

 

 

 

Image of a light bulb to suggest tipTip

The Reset button simply clears all check boxes in you My Team Plans screen. It does not reset or restart the plans.