CREATE AN IDP AND ADD OBJECTIVES

 CREATE IDP: Complete steps 1-5 once per individual. 

1. Log into everyone side of E-Track and switch to “Manage Trainees” login mode.
2. Click on the IDP tab along the top of your screen.
3. Search for the person whose IDP you wish to create/work with.
4. Check the box to the left of the person’s name and select “Create Development Plan” from the left-side menu.
5. If prompted that the individual already has an IDP and this is a renewal IDP instead of a person’s first-ever IDP, select option to automatically close the existing IDP in the process of creating a new IDP.
6. Enter the required details for the new IDP and click “SAVE”:
7. OPTIONAL: Check the box to the left of the IDP and click “Lock/Unlock Plans or Objectives” from left-side menu and select “OK” when prompted.  (This makes overall plan title/dates read-only for worker. Supervisor can still edit.)

ADD OBJECTIVES: Complete steps 8-12 for each objective you wish to add to the IDP.

8. Check the box to the left of the resulting IDP and select “Add Objective or Activity” from the left-side menu.
9. ON THE RESULTING SCREEN, SELECT “ASSOCIATE COMPETENCY” FROM THE LEFT-SIDE MENU. (NOTE: You can skip steps 2-3 if you do not wish to associate the objective with a competency.)
10. Navigate to and select the underlined competency for which you are creating an objective:

11. Add necessary details to the objective:

12. Save the objective.
13. OPTIONAL: Select checkbox to left of objective and click “Lock/Unlock Plans or Objectives” from left-side menu and “OK” when prompted. (This makes each objective’s details read-only for worker. Sup can still edit.)
14. Repeat steps 7-12 for remaining objectives.
15. Email the worker and supervisor that the IDP has been created and is ready to be viewed and worked with in E-Track. Attach IDP quick-start guides for worker and supervisor to the email.