---
title: Train Providers
description: Most sponsoring agencies must keep track of a provider's training history. Some agencies may even offer copious amounts of such training. Minute Menu HX allows you to track and store three levels of t
---

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1. [Home Providers and Sponsors](https://knowledge.kidkare.com/homes?hsLang=en)
2. [MMHX for Home Sponsors](https://knowledge.kidkare.com/homes/mmhx-for-home-sponsors?hsLang=en)
3. [Manage Providers](https://knowledge.kidkare.com/homes/mmhx-for-home-sponsors?hsLang=en#manage-providers)

# Train Providers

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. Minute Menu HX 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 **Set Up Training Types** below.

 

---

### Set Up Training Types

Before you can record any training information in Minute Menu HX, 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.

1. Click the **Tools** menu and select **Training Types**. The Training Type Codes window opens.
   
   ![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5c93d86e8e121c5223b8c37a/n/training-type-codes.png)
2. To add a training type:
   
     1. Click **Add**. The Add Training Type Code dialog box opens.
     2. Click the text box and enter the name of your training type code.
        
        ![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5c93d8eead121c961b241864/n/add-training-type-code.png)
     3. Click **Save**.
     4. Click **OK** at the confirmation prompt.
3. To change a training type:
   
     1. Click **Edit** next to the training type to change.
     2. Click the **Edit the Code Text** box and enter the new code text.
        
        ![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5c93da9cad121c251c241856/n/edit-training-type-code.png)
     3. Check the **Annual Training Type** box to designate this code as annual training.
     4. Click **Save**.
     5. Click **OK** at the confirmation prompt.
4. To delete a training type:
   
     1. Click **Delete** next to the training type to delete.
     2. Click **Yes** at the Are You Sure prompt.
     3. Click **OK** at the confirmation prompt.

The system creates an Annual Training type by default. You cannot edit or delete this training type.

 

---

### 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. Click the **Tools** menu and select **Training Sessions**. The Training Sessions window opens.
2. Click **Add New Session**. The Training Session Information window opens.
   
   ![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5c93e3ab8e121c892ab8c307/n/training-session-information.png)
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.
   
   ![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5c93e8cd6e121c7c7756f556/n/training-session-info-completed.png)
10. Click **Save**.
11. Click **OK** at the confirmation prompt.
12. Click **Close** to close the Training Session Information dialog box. You can also click **Add Another** to immediately add another training session.

Once you have created a training session, you can assign multiple providers to it. See **Assign Multiple Providers to a Training** below for more information.

 

---

### 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. Click the **Tools** menu and select **Provider Training**. The List Provider Training window opens.
2. Click the **Select Provider** drop-down menu and select the provider you are training.
3. Click **Add Training**. The Add New Training Session for Provider window opens.
   
   ![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5c93f4808e121c0231b8c33c/n/add-new-training-session-for-provider.png)
4. Click **Add New Training Session** to add a training session for the provider.
   
   **Note:** If you have already recorded the training session you are adding, click the **Choose a Training Session This Provider Attended** drop-down menu and select the training session. You can use the **Select Training Type to Filter Training Sessions** drop-down menu to limit the options in the Choose a Training Session This Provider Attended.
5. 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.
6. Click the **Date** box and enter the date on which the training was performed.
7. 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**. at the top of this page.
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. Click the **Trainer** box and enter the name of the person who conducted the training.
10. Click the **Location** box and enter the location where the session was held.
11. Click the **Comments** box and record any general comments about the training.
    
    ![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5c93f6cfec161c1f2068d54a/n/add-new-training-session-for-provider---filled-in.png)
12. Click **Save**.
13. Click **OK** at the confirmation prompt.
14. Click **Close**.

 

---

### Assign Multiple Providers to a Training

Several providers may attend training at the same time. When you collect the sign-in sheet from this training, you can assign multiple providers to it in Minute Menu HX. You must first set up the training session in question. 

Once you have created the training session:

1. Click the **Tools** menu and select **Group Providers at Training**. The Group Providers at Training window opens.
2. Click the **Select a Training Session** drop-down menu and select the training session you just created. You can use the **Date Range** options and the **Training Type** drop-down menu to limit the options in the Select a Training Session drop-down menu.
3. In the **Providers Not in Training Session** box, check the box next to each provider that attended the training. You can also click **Select All** to select all providers.
4. Click ![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5c93f09fec161ccf1e68d537/n/add-to-training.png). The providers you selected move to the **Providers On Training Session** box.
   
   ![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5c93f1de8e121cf130b8c310/n/group-providers-at-training.png)
5. Click **Save**.

If you assigned a provider to this session in error, click **Delete** next to their name to remove them from the **Providers On Training Session** box. Click **Save** to save your changes.

 

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