Flip page for steps to add objectives.

Creating an IDP and Adding Objectives
(TEDS 11.6)
CREATE IDP: Complete steps 1-5 once per individual.
1.
2.
3.
4.
5.
Log into everyone side of E-Track and switch to “Manage Trainees” login mode.
Click on the green IDP tab along the top of your screen.
Search for the person whose IDP you wish to create/work with.
Check the box to the left of the person’s name and select “Create Development Plan” from the left-side menu.
Enter the required details for the IDP and click “SAVE”:
(IDPs generally span a two-year period.)
6. 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.)
Flip page for steps
to add objectives.
ADD OBJECTIVES: Complete steps 7-12 for each objective you wish to add to the IDP.
7. Check the box to the left of the resulting IDP and select “Add Objective or Activity” from the left-side menu.
8. ON THE RESULTING SCREEN, SELECT “ASSOCIATE COMPETENCY” FROM THE LEFT-SIDE MENU. (NOTE: You can
skip this and the next step if you do not wish to associate the objective with a competency.)
9. Navigate to and select the underlined competency for which you are creating an objective:
10. Add necessary details to objective:
Initial target completion
date for objective is same
as IDP completion date.
Date can be adjusted later
by supervisor.
Open the linked competency and copy/paste the full
competency wording into the objective’s “Description” field.
11. Save the objective.
12. Select checkbox to left of objective and click “Lock/Unlock Plans or Objectives” from left-side menu and “OK”
when prompted. (This makes each individual objective’s details read-only for worker. Supervisor can still edit.)
13. Repeat steps 7-12 for remaining objectives.
14. 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 email.
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