Planner Basics
This is another name used for trainer planners.
What is a playbook
This type of link is required to initially access the Partner Trainer Planner.
What is an auto‑enroll link
RACI stands for these four roles.
What are Responsible, Accountable, Consulted, and Informed
These tasks are urgent and begin on Day 1 of training.
What are During ILT tasks
This Excel workbook tracks daily training activities and progress.
What is the Task Tracker
Trainer planners are designed to function primarily as this type of tool.
What is a checklist
After first use, trainers should save the planner here for future access.
What are browser bookmarks or favorites in Citrix
This role is considered “the doer” of the task.
Who is Responsible
These tasks are urgent and occur while learners are in production practice.
What are During OJT tasks
This top section of the Daily Summary identifies the class.
What is the Class Summary
This is when planners are used in relation to a new hire class.
What is before, during, and after training
This tile must be clicked to open the complete planner.
What is the UHC Partner Trainer Planner tile
This role is ultimately answerable for the outcome.
Who is Accountable
These tasks help determine if a class needs ongoing remediation.
What are Post‑Class tasks
This section lists modules, systems, and courses covered during the day.
What is Training Compliance
The planner is tailored based on this factor, which can change tasks and processes.
What is the type of class being facilitated
This page is the first thing trainers see after accessing the planner.
What is the Welcome page
This part of the RACI explains what each role means.
What is the RACI Breakdown
These tasks occur throughout training but may not apply to every LOB.
What are Reoccurring Weekly Tasks
Attendance issues and action plans are documented in this section.
What are Attendance Details
This team should receive planner access links during Trainer Certification.
Who are trainers
The Partner Trainer Planner RACI file consists of 3 sections:
What are RACI Chart, Task Tracker, and Daily Calendar
This phase determines whether a class will need ongoing remediation after training ends.
What is Post‑Class
This tool helps trainers organize daily topics and manage time, keeping training under 7.5 hours.
What is the Daily Calendar