Lewis Harman explores how to record and track your carers' training and requirements, focussing on:
- Creating custom qualifications and qualification classes in your environment
- Recording training against a specific carer's record
- Specifying the outcome of a carer's training
- Updating and removing existing training
- Tracking your carers' training through the training matrix
- Filtering down your training matrix by qualifications or carer
- Exporting the training matrix into Excel
- Understanding the icons and dots on the training matrix
- Creating custom requirements for required training and required documents in your environment
- Creating custom requirement templates to group your requirements together to attach them faster
- Attaching a requirement or requirement template to a carer's record
- Understanding how requirements link back to the Training and Documents tabs inside the carer's record
- Viewing requirement expirations on the Dashboard
- Understanding how requirements pull through on the training matrix
- Running a carer requirements report to track your carers' requirements
- Restricting the roster to ensure carers with incomplete requirements can't be allocated to clients