Template plans are pre-designed training outlines that serve as efficient starting points for crafting new plans. They're customizable to fit unique needs, yet their foundational structure is already set, offering significant time savings. These templates are stored under active or inactive tabs, based on whether users are attached to them or not.
The Importance of User-Free Templates
🚫 It's crucial to initially create templates without assigning users.
Updating a user-attached template inadvertently updates all linked users, potentially causing confusion or errors. User-free templates allow for hassle-free edits and updates, ensuring changes don’t impact active users.
Creating a Template Plan: A Step-by-Step Guide
Access the Plan Builder: Select it from the main menu.
Start a New Plan: Click on "Create".
Name Your Plan: Give it a distinctive title.
Save as 'Template': Mark it as a template for future reference.
Proceed to Next Step: Click "Next".
Develop the Template: Customize the plan according to your needs.
Finalize and Save: Secure your template for future use.
Conclusion
Leveraging template plans offers a streamlined approach to training program development. By constructing these templates without attaching users, you gain the flexibility to make necessary changes without affecting current participants. Next time you're building a new training plan, remember the time and efficiency benefits of starting with a template.