Use Templates

If you set similar goals for multiple staff, templates save time. Save a plan’s goals as a template, then load it into other staff members’ plans.

Saving a Template

Open a staff member’s PD plan that has the goals you want to reuse

Select the menu (three dots) and choose Save as Template

Enter a name for the template and select Save as New Template

You can also overwrite an existing template if you’ve updated the goals.

Loading a Template

Open the staff member’s PD plan

Select the menu (three dots) and choose Load from Template

Select a template from the list

Review the goals — if any specific activities have outdated due dates, you’ll need to update them

Select Import Template

Loading a template removes all existing goals from the plan. The staff member’s logged activities are kept, but they’ll no longer be linked to goals.

What Gets Copied

Templates copy the goal structure:

Goal titles and descriptions
Competency areas
Targets (hours or activity counts)
Due dates (for specific activities)
Rationale and instructions

Templates don’t copy progress — each staff member tracks their own completion.

Managing Templates

To rename or delete templates, select Manage Templates from the template menu. Templates are shared across your organisation — anyone with access to PD plans can use them.