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Description:   In this guide, the user will learn how to use the Training Module, which is designed to help organizations track certification requirements and the status of employee and/or client compliance.

Roles Required: Super User

Permissions Required:  Training Admin

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The training module allows organizations to create certification requirements. Certification requirements are completely customizable and allow organizations to track employee and/or client training. Any types type of training can be listed as a requirement. Examples might include first responder training, background checks, HIPAA acknowledgementacknowledgment, or driver’s license.

Certification requirements can be grouped into certification templates. Certification templates can be linked to various entities including service codes, funding accounts, cost centers, and profiles (programs clients, or employees). To have an active service account for the linked entity, the employee or client must have completed all certifications in the template and the organization must add the certification to the employee or client profile. Certification requirements can be used alone or in conjunction with certification templates.

There are many reporting and import options available for the training module. An additional feature of the module is the training player (LMS - learning management system) which allows courses to be taken on - demand.

The training module allows the organization to manage training compliance.

Roles Required: Super User

Permissions Required:  Training Admin

Contents

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Users with Super User or Supervisor Role or Employee Admin Permission can add Profile Certifications.To add

Add a

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Profile Certification for an

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Employee

1. Log in to DCI
2. Click Home on the main menu
3. Click Employees on the submenu
4. Enter employee name in the Type Employee Name filter and click Search
5. Click anywhere in the employee row to open the employee details page
6. Click Actions
7. Select Add Certification from the drop-down menu to open the form wizard
8. Select the certification from the drop-down menu. All certification requirements currently in the system will populate.
9. Enter the date that the certification was obtained
10. Expiration date
1. Automatically populates based on the certification requirement duration
2. Custom duration certification requirements – Must enter the expiration date
11. Click Save and Yes to confirm

The certification has now been added to the employee profile and is listed in the certifications table. Certification date, expiration date, and the date that expiration reminders will start being sent is visible. Click anywhere in the certification row to open the details page.To add

Add a copy of the

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Training Certificate

1. Log in to DCI
2. Click Home on the main menu
3. Click Employees on the submenu
4. Enter employee name in the Type Employee Name filter and click Search
5. Click anywhere in the employee row to open the employee details page
6. Scroll down and click the Certifications tab
7. Click the selected certification to open the details page
8. Click Actions
9. Select New Attachment from the drop-down menu
10. Enter a name for the attachment, upload the file then click Save and Yes to confirm

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Additionally, edit, renew, or reject the certification from the Actions menu. All changes to a certification will be tracked.

Renew a Certification for an Employee

1. Log in to DCI
2. Click Home on the main menu
3. Click Employees on the submenu
4. Enter employee name in the Type Employee Name filter and click Search
5. Click anywhere in the employee row to open the employee details page
6. Scroll down and click the Certifications tab
7. Click the selected certification to open the details page
8. Click Actions
9. Select Renew Certification from the drop-down menu
10. Enter the new date the certification was earned in the Certification Date field
11. Click Renew and Yes to confirm

The renewed certification displays as an active, separate certification from the original, renewed certification, which now has a status of expired.

Online Training (Training Player)

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