Create New
Open Planner from left hand navigation
From Scratch
a) Give Plan Title (ie Julie Master Plan)
b) Provide description
c) Start date and End Date
d) Create Plan
or
Duplicate previous plan
a) Select Plan to duplicate
b) Give new Plan a Title
c) Duplicate Plan
View Plan in List
Plan will now be visible in list
View Options
Options in this view include
a. View
b. Edit
c. Duplicate
d. Archive – archive this and all associated plans with it (if a master plan)
e. Delete
Viewing Plan
Default View before you Edit
By default the view will show
Owner of the Plan
Athletes the plan is assigned to (if plan has been assigned)
Coach view (full view with nothing hidden from athlete
Weekly view (each column will be a week with beginning of the week start date showing)
Changing the Views
View options include
a. Athlete view (will not show any tracks that have been hidden from athlete)
b. Coach view (shows all detail)
c. Vertical or horizontal view - toggle between two for personal preference
d. Scale - Daily, weekly, monthly view
e. Zoom in or out
Edit Plan Overview
Click edit
Rename plan
Change start and end date
Add a description
Change owner
Save
At this point plan is NOT assigned to any athletes
Assign to Athlete
Edit Plan
Click add
Search for athlete
3. Add athlete
When you assign the Master Plan to an athlete, it will create another plan specifically to the Athlete, linked back to the Master Plan
Change Owner
1. Edit plan will allow you to change the owner
2. Simply click on owner
3. Search for new owner
4. Save
If you change the owner to an athlete or someone that wouldn’t normally have edit rights to the plan, making them a plan owner will enable them to edit the plan
To edit tracks and add content refer to here 'Adding Tracks and Phases'



