The Training/Technical Assistance module allows the county/provider to keep track of needed and completed trainings that are provided to staff and/or coalition members associated with the county/provider organization.
1. Click Capacity from the main menu.
2. Click Training/Technical Assistance from the submenu.
3. Click Add from the left toolbar.
4. Enter in the Needed training information.
5. Type in the date, as mm/dd/yyyy, of the training in the Date Needed* field.
6. Enter in the Subject* of the training.
7. The Status* automatically defaults to Pending.a. Pending: The training has not yet occurred.
b. Received: The training has been completed.
*Note: If Received has been selected, additional information will have to be filled out. See Changing the Status of a Training to Received for further instructions on entering in the additional information needed.
c. Cancelled: The training has been cancelled.
8. If desired, enter any additional information known regarding the training in the Notes field.
9. Click Save. If you do not want to save any changes, click Cancel.
When trainings are initially created, they default to Pending since the training has not yet occurred. Once training is completed or cancelled, the status of the training will need to be changed. Use the following steps to change the status of your training to Received or Cancelled.
1. Click Capacity from the main menu.
2. Click Training/Technical Assistance from the submenu.
3.
From the Listing
page, select the training that you wish to change the status of by clicking
the 
button.
4. The training will appear in the edit mode.
5. From the Status* dropdown, select Received or Cancelled as the new status of the training.
6. If Received was selected new fields will appear on your screen.
7. Type in the date (mm/dd/yyyy format) the training was completed in the Date Received* field.
8. Select the Duration* from the dropdown list.
9. Select the type of training received from the Method* dropdown list.
10. Select who gave the training from the Provided by:* dropdown list.
11. Enter the name of the trainer in the Specify* field that appears once you’ve selected from the Provided by field.
12. If you wish to add attendees, click the Manage Training Attendees link. A new screen will appear displaying the Training Attendance screen.
a. If this is a Coalition training, select the Coalition/Partnership Name* from the dropdown list.
b. Select the attendee’s name from the Staff List (or Member List if this is a Coalition training) who attended the training by checking the box next to the attendee’s name.
*Note: If all (staff) members attended the training, clicking the Check All selection will check all of the (staff) member names.
i. To remove an attendee, uncheck the attendee’s name.
c. Click Save. If you do not want to save any changes, click Cancel.
d. The Training Attendance screen will close and you are returned to the Training/Technical Assistance screen.
13. Click Save. If you do not want to save any changes, click Cancel.
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Tips · After being returned to the Training/Technical Assistance screen upon saving your attendees, the number of attendees will be shown on the screen. |
Editing Training/Tech Assistance
1. Click Capacity from the main menu.
2. Click Training/Technical Assistance from the submenu.
3.
From the Listing
page, select the training that you wish to edit by clicking the 
button next to the correct training.
4. The training will appear in the edit mode.
5. Make any changes needed to the form.
6. Click Save. If you do not want to save any changes, click Cancel.
Deleting
Training/Tech Assistance
1. Click Capacity from the main menu.
2. Click Training/Technical Assistance from the submenu.
3.
From the Listing
page, select the training that you wish to delete by clicking the 
button next to the correct training.
4. The training will appear in the edit mode.
5. Click Delete from the left toolbar.
6. Click OK when asked “Are you sure?”. If you do not want to delete this item, click Cancel.
