How to Login and Navigate Access Planit 

CWDS Staff 

This guide is intended to provide introductory information for logging into and navigating Access Planit, the Academy’s new training management system. Access Planit will be taking the place of the Master Training Schedule (MTS) beginning July of 2022. CWDS Staff will have “Manager Access,” meaning staff can view information and request reports, but cannot actively edit account or course information (similar to protected fields in the MTS). 

Below are the first time login instructions:

1. Navigate to the Forgot Password link. 

2. Enter your @sdsu.edu email address (ex lskywalker@sdsu.edu).

3. Click Reset.

4. A password reset email will be sent to your @sdsu.edu email, which will detail the steps on how to reset your password. Once your password has been set, you can use the following Access Planit Login link. Please bookmark this link for your reference. 

• Having trouble signing in? See Step 3.2 below for Support Ticket information 

5. Once you navigate to the main site, you can login with your @sdsu.edu email address and the new password you entered.

Navigating the Access Planit Dashboard for CWDS Staff:

1. Welcome to the Access Planit Dashboard! Use the drop down menu to choose the dashboard you would like to display: 

1. CWDS Staff - Home: pictured above

2. CWDS Staff - Upcoming Deliveries: Delivered that have been scheduled

3. CWDS Staff - Past Deliveries: Delivered that have been delivered in the past

4. CWDS Staff - Course Catalog: All courses currently in Access Planit 

• Course Name

• Course Code

• ICPM Category

• Duration 

• Duration Type 

• CEU Units 

• Learning Objectives 

2. Click the Help button to navigate to the full Access Planit Knowledge Base 

3. Quick Links:

1. Terminology and Concepts: this links to a Knowledge Base article and is a great way to get familiar with terms and basic information relating to Access Planit.

2. Submit a Support Ticket (Academy Staff): this links to the Academy’s Zoho ticketing system and will initiate a ticket for the LMS Team. 

• You can submit a ticket if you are unable to login, or are having any issues with Access Planit. When submitting the ticket, choose LMS and Product Support and then Access Planit from the product drop-down.

3. Access Planit Tutorial Videos: these videos may be helpful for understanding all the areas of the platform. All functions discussed in the videos may not be relevant to your job role.

Other Modules within Access Planit: 

1. Reports: This shows all available reports. If you need information that is not represented in the reports section here or on your dashboard, please create a Zoho ticket for the LMS Team.

2. Manager Access: Managers (as defined by your user role in Access Planit, not your job title) can view information in the following areas, but many of the items will have limited information through the beginning stages of implementation.
   
   

If your screen looks like this: 

1. Click the kebab (3 vertical dots) to “Switch to Manager Mode” and you will see the dashboard pictured at the beginning of this guide.