Articles in this section

Training Record

  • Updated

Training Record – Batch Entry
Add a Task Trained
Modify a Task Trained
Batch End Date Tasks
Print Training Record

Therapists have the ability to enter multiple tasks at a time using Batch Entry or they can add and modify tasks using the Training Record grid.

Training Record – Batch Entry

training_record_batch_entry.png

1. Enter the following fields:

bullet.png Team: Select
bullet.png Date Trained: Enter the date the school staff member was trained
bullet.png Trained By: Select the therapist who provided the training
bullet.png School Staff: Enter the school staff member’s first name followed by their last name
bullet.png Location: Select After School or School

2. Select the tasks that the School Staff member was trained on
3. Click Process. The selected tasks will move from the Batch Entry section to the Training Record grid.


Training Record grid

All of the tasks trained for the client using Batch Entry or the Training Record grid will display within the grid. The default view displays the client’s current tasks trained.
lightbulb.gifTip: Click Include historic to view end dated tasks. Click More actions and select Show errors to view tasks entered in error.

Add a Task Trained
TR_insert_a_row.png
1. Click Insert a row.
2. Enter the mandatory fields and a comment if required.

bullet.png Team: Defaults if the logged in user belongs to one team
bullet.png Date Trained: Date the school staff member was trained
bullet.png Trained By: Defaults to the logged in user’s name
bullet.png School Staff: Enter the school staff member’s first name followed by their last name
bullet.png Location: Defaults to School. Select After School or School.

Modify a Task Trained
training_record_modify_a_row.png

1. Highlight the task to modify
2. Click Modify row
3. Edit the fields as required

bullet.png To end date a task, enter End Date
bullet.png To mark a task as entered in error, tick Entered in Error

Batch End Date Tasks

Therapists have the ability to end date multiple tasks at a time using the Batch End Date Tasks button in the Training Record grid.
TR_batch_end.png

1. Click Batch end date tasks
2. Tick the tasks to end date. Click Select.

TR-daily_PE.png

Print Training Record

Therapists have the ability to print the training record by tasks trained or by school staff.
TR_print_by_tasks.png

1. Click Print by tasks trained or Print by school staff
2. Enter the following parameters:

bullet.png PARIS ID: Defaults to current client
bullet.png Status: Select Only current or Include historic
bullet.png Tasks Trained as of: Enter date. Report will include tasks trained up to and including the entered date.
bullet.png Tasks: Select All tasks or just one task
bullet.png Trained By: Use the drop to select All or use the lookup to select one therapist
bullet.png Location: Select After School or School

3. Click Run Report