Provider Training

Table of Contents

In This Article

Understand Provider Training Structure

Most sponsoring agencies must keep track of a provider's training history. Some agencies may even offer copious amounts of such training. KidKare allows you to track and store three levels of training information:

  1. Training Types: These are broad categories into which all training falls. All training that you store are assigned to a particular training type. You can also generate reports based off of these types. The following are examples of training types you could create:

    • Annual Training

    • Paperwork Training

    • Regulatory Training

    • Nutrition Education

    • Health & Safety

  2. Training Sessions: All recorded training is associated with a training session. Generally, there are only two ways these sessions are noted:

    • Group Training: These are usually training sessions that are offered to multiple providers. If you track group training sessions, you can set up a single training session and then note that several providers are attending it.

    • One-On-One Training: These are typically offered to a single provider during a home visit. If you are tracking one-on-one training during home reviews, the training session is the review itself.

  3. Provider Training: At the most basic level, you can note which providers were given training with any review or training session. These compose the provider's training history.

Before you can begin recording provider training, you must first create training types.  See the Set Up Training Types section below.

 


Set Up Training Types

Before you can record any training information in KidKare, you must first set up training types. Training types allow you to easily track training you've completed for your providers. It appears on training records and training reports.

Add Training Types

  1. From the menu to the left, click the Tools and select Training Types. The Training Type Codes window opens.

  2. Click  in the top right corner. The Add Training Type Code dialog box opens.

  3. Click the text box and enter the name of your training type code.

  4. If the training type being added is an annual training, check the box next to Annual Training Types?.

  5. Click Save.

Edit Training Types

  1. From the menu to the left, click the Tools and select Training Types. The Training Type Codes window opens.

  2. Click the name of the training type you are wanting to change.

  3. The Edit Training Type Code box opens. Make edits as needed.

  4. Click Save.

Delete Training Type

  1. From the menu to the left, click the Tools and select Training Types. The Training Type Codes window opens.

  2. Click the  icon to the right of the training type to delete it.

  3. An Are you sure? confirmation appears. Click Delete.

  4. Once deleted successfully, a green confirmation will pop up in the top right corner of the screen.

A training type cannot be deleted if it has already been used.  

 

 


Add a New Training Session

When you record training sessions that are not offered/conducted during a home review, you must typically set up the training session first. You can create training sessions independently, or you can create a training session as you record an individual provider's training sessions.

  1. From the menu to the left, click Tools and select Training Sessions. The Training Sessions window opens.

  2. Click . The Training Session Information window opens.

  3. Click the Session Name box and enter a name for this training session. You should give each training session a name so you can identify it later. It should indicate the general topic/theme of the training, and maybe a location.

  4. Click the Date box and enter the date on which the training was performed.

  5. Click the Type drop-down menu and select the training type. You must set up training types to populate this menu. For more information, see Set Up Training Types above.

  6. Click the Start Time and End Time boxes and enter the start and end times for this training. The Total Hours box automatically calculates the total training time.

  7. Click the Trainer box and enter the name of the person who conducted the training.

  8. Click the Location box and enter the location where the session was held.

  9. Click the Comments box and record any general comments about the training.

  10. Click Save.

Once you have created a training session, you can assign multiple providers to it. 

 


Add an Individual Provider Training

If you gave a provider one-on-one training, you do not need to create a training session independently. Instead, you can create the training session as you record the first provider training.

  1. From the menu to the left, click Tools and select Provider Training. The List Provider Training window opens.

  2. In the Find Records section, click Select Provider and select the provider you are training.

    1. Use the Filter Training Sessions and Training Types drop downs and click Go to show a list past trainings for the selected provider. 

  3. Click . The Training Session Information for Provider window opens.

  4. Click the Training Type drop-down and select the training type. You must set up training types to populate this menu. 

  5. If you have already recorded the training session you are adding, click the Training Session  drop-down menu and select the proper training session.  The details below will auto populate for this training.  If you have not already created the training session, do not use this field and proceed to step 6.

  6. Click the Session Name box and enter a name for this training session. You should give each training session a name so you can identify it later. It should indicate the general topic/theme of the training, and maybe a location.

  7. Click the Date box and enter the date on which the training was performed.

  8. Click the Start Time and End Time boxes and enter the start and end times for this training. The Total Hours box automatically calculates the total training time.

  9. Use the Type dropdown to select the specific training type for this session. 

  10. Click the Trainer box and enter the name of the person who conducted the training.

  11. Click the Location box and enter the location where the session was held.

  12. Click the Comments box and record any general comments about the training.

  13. Click Save.