Setting Up Training

Shivani Panchal Updated by Shivani Panchal

The Care Provider Staff Training Business Unit must be enabled in order to set up training courses for the organization.

Security Profiles

To access Training Configuration, the user may have ‘System Administrator’ access or the following Security Profiles:

  • CW CareDirector User
  • CW Care Provider Reference Data
  • CW Care Provider Staff Training
  • CW Care Provider Setup
  • CW Care Worker Contract
  • CW Provider
  • CW Settings Area Access
  • CW Can Manage Reference Data
  • CW Security Management Access

Tip: A 'Training Manager' Persona could be created for ease of assigning these Security Profiles to users.

Training Configuration

Staff Training Items

Staff Training Items Reference Data allows an organization to configure which training items a staff may undertake. 

  1. To access the Staff Training Items, navigate to Settings > Configuration > Reference Data

The Reference data page is displayed as:

  1. Select Care Provider Staff Training > Staff Training Items.

The Staff training Items is displayed as:

Training Course Setup

To manage Training Courses:

  1. Navigate to Settings > Care Provider Setup > Training Course Setup.
    The training courses setup page will be displayed as:

The Training Course Setup area allows organizations to create staff Training Courses to meet the Training Requirement. Training Course attributes include defining whether it’s an internal or external course using the Category field. If the Category is ‘External’, you must specify the Provider of the training course. 

The Provider of the Training Course is linked to Provider records with the Provider Type field set to 'Training Provider'. The Provider records must be configured before creating external training courses (go to Workplace > My Work > Providers to set these up). 

It is also optional to define a Recurrence period. If a recurrence period is specified, this will impact the expiry date of a training course against a staff member. 

Training Requirement Setup

This is where you define which Roles are applicable for Training Courses.

To manage Training Requirements:

  1. Navigate to Settings > Care Provider Setup > Training Requirement Setup
  1. Select + to create new record.
  2. Enter the Requirement Name, select the applicable Training Item Type (linked to a Training Course) and enter Valid From and Valid To dates for the requirement.

The Scope section is defaulted to enable the Training Course for all Roles; however, it is possible to limit which Staff Role Types have access to this Training Course.

  1. Select Save to save the record.

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