CalPlanning

Getting Started Guide

New Planners and Reporting Only Users, please review the CalPlanning Getting Started Guide

Office Hours

Office hours are available so that you can ask specific questions about CalPlanning and Smart View. Request a session and indicate the topic for which you are requesting support. Office hours are an opportunity to get individual support for a specific challenge your unit is facing; they are not a replacement for training. 

Learning Format

Our curriculum of CalPlanning and Smart View courses using a blended learning model. Courses begin with self-study using online “books” divided into chapters supplemented with practice exercises and short videos. Courses culminate with a group session using Zoom in which participants will work on case studies in small teams to apply the material covered in the self-study.

The self-study materials are available on the website for everyone to use; they can be a helpful resource for those that have already completed the training and are looking for a refresher. See the page for the course you are interested in to access the self-study materials and job aids.

CalPlanning Roles and Courses

CalRptg Only Role

• People with reporting access should start with CalPlanning: Intro & Reporting to learn to use the pre-designed CalPlanning report templates.
• Individuals that will design their own reports will also take Smart View Ad Hoc for CalRptg.

Planner Role

• In addition to the reporting classes described above planners will also need to take Navigating CalPlan and Navigating HCP to learn to enter plan data into CalPlan and HCP.
• Smart View for Planning introduces the Excel interface to the CalPlan and HCP forms for entering data. This class is also recommended for planners.
• For course descriptions and pre-requisites, use the menu on the top or left panel to go to the course page

CalPlanning Courses

CalPlanning: Intro & Reporting

This course has 2-4 hours of required self-study prior to the 1½ hour group learning session.

Navigating CalPlan

This course has 2-3 hours of required self-study prior to the 1½ hour group learning session.

Navigating HCP

This course has 2-4 hours of required self-study prior to the 1½ hour group learning session.

Smart View Ad Hoc for CalRptg

This course has approximately 2 hours of required self-study prior to each group learning session. There are 2 group learning sessions in this course; you must attend both sessions.

Smart View for Planning

This course has 2-3 hours of required self-study prior to a 1 hour group learning session.