Person Specific Training
Person Specific Training(PST)
Occasionally, we have a person that has very specific health and care needs that are not covered within the traditional training, but we need to ensure that the staff working with the person has the training needed. In order to accomplish this we created the Person Specific Training Business Object to capture and record the training and the staff who received the training. The user is able to create training on the fly, record who was trained, what the training covered, and the date and length of training. The system will create both a training record for the staff and the training diary booking so the staff can be paid for the training time. Based on the timeframe specified it flags staff who has received training with a PST icon when you are scheduling booking. You are able to require the training to be completed before the staff can support the person. You are also able to add a general training for a staff. Staff with either a Care manager or Care Coordinator persona will be able to access the Person Specific Training business object.
Creating a Person Specific Training Record (PST)
Person Specific Training record in under Person>Related Items.
Once the record open you will want to click on the + to create a new Person Specific Training record. The Person Specific Training record contains the following fields:
- Person Contract - select a person contract to associate the training with. The filter for this is looking at Person Contract where available for scheduled bookings is "Yes". You do not need to create a PST record for each booking type. The system will look across all contracts and notify the user if there is a PST requirement.
- Training Item - select the training item, there is a flag on the training items specifically for Person Specific Training, this allows you to search and filter for just person specific trainings. (There needs to be at least one Training Item setup with the PST flag marked)
- Training Type - you are able to select either Person Specific or General. If you select "Person Specific" you are able to create the training course name on the fly and if you chose "General" you will get a looking glass so that you can pick from the list of current trainings.
- Valid From - allows the user to specify start date the training will be needed to support the person.
- Valid To - All the user to specify the end date the training is needed for.
- Training Completed
- Yes - If yes is selected the record will lock and a training diary booking will be generated for staff completing the training, and a completed training record will be created.
- No- you will be able to return to the training and complete at a later date. The system will create an outstanding training record for any staff selected.
- Training Description - the training description is setup with html controls to allow the user to write the document up, highlighting salient points. It also allows the user to have a printable description available if needed.
- Instructor - this specifies which professional administrated the training.
- Recurrence - this allows for the training to be setup as a recurring training if this is a long term treatment issue.
- Responsible Team - specify the team that is responsible for the person supported.
- Responsible Person - specifies the Staff that is responsible for the person supported.
- Length of Course (Minutes) - allows the instructor to specify the length of training.
- Scheduling Prevent or Warn - allows the user to specify whether the training is required for the staff supporting the person.
- Prevent - this will not allow anyone who has NOT received the training to be schedule with the person. "Prevent" is the default on the PST record.
- Warn - this will warn the scheduler that the staff selected has not be trained and allow the scheduler to decide whether or not to schedule the untrained staff.
- Booking type - allows the user to select the booking type the diary booking will be recorded against. The list is filtered by Booking (to internal non-care booking e.g. annual leave training) where the person specific flag is yes.
- Course Start Date - the start date the training was actually conducted.
- Course End Date- the end date the training was actually conducted.
- Provider - the provider the person is being supported by.
- Outcome - you are able to specify whether the staff completed, passed or failed the training. If the training is Completed or Passed the staff will have a PST icon next to them on the booking drawer.
- Course Start Time - the time the training was started.
- Course End time - the time the training ended - this will be used to create the booking for staff payments.
- Staff Contracts - look up to staff contracts, you are able to select multiple staff to be trained together.
- Expiry Date - Specifies that end date that the training is valid for.
As the form is completed the system will alert you to any scheduling conflicts, by displaying a popup with the needed warnings and alerts.
Once any changes or updates have to be made on Person Specific Training Record and the training has been completed the system will display the following message:
The record will lock on save and update the System User's training record.
System User Training Records
Whether you save a Person Specific Training record as "Training Completed" - "yes or no", the system will generate a training record, for all staff specified in the Person Specific Training.
The Training record will display the following Statuses"
- Outstanding - if Training Complete = "No" and there are no course dates specified.
- Planned - if Training Complete = "No" and course dates are specified.
- Current - if Training Complete = "Yes" and course dates are specified.
Provider Diary
Once the Training is "Completed" the system will also generate a Provider Diary entry for the Staff that have completed the training. This ensures that the time is being captured for payroll without additional invention.
Provider Schedule
When scheduling a booking for person that has a person specific training the system will generate the following notice:
You will also be able to see what staff have met the person specific training requirement by displaying a "PST" badge next to the matching badges.
Depending on the setting on the person specific training, you will get a warning message or error message alerting when you choose a staff that doesn't have the person specific training. If the training has been marked "Prevent" you will not be able to choose and save a staff without the person specific training.
