Kara's Blog

 Archive for the ‘Blog’ Category

Individual Data Forms
For performance enhancements, the “Search” link in the Individual Data Form section of the FirstPage and Dashboard will now lead to a list of Individual names. The list will display only the names that the user has IDF specific access privileges on. Based on their roles, users will be able to open IDFs of specific states such as ‘In-Prep’, ‘Submitted’, ‘Approved’, etc.

The ‘Individual List’ page will contain an “Extended IDF Search” link, which will lead to the current IDF Search page.

To all TMS users:

• CERTIFICATION REPORT: We have updated the Certification report, so that you have the option of just seeing trainees’ last certified date, instead of the previously  where you’d get pages and pages of the full history of dates for staff.  You’ll see the option as a check box at bottom of page after clicking ‘certification report’

• SESSION CREATION:  We’ve removed deactivated staff as options for instructors when creating new sessions.  Before, you would still see old inactive staff listed as instructors, but poof! they’re gone

If you’re a provider administrator and have ever tried to give regular user accounts access to the report library, you were out of luck in the past. Just today though, we’ve added the functionality to the report library privilege in the agency wide superroles, so that now it actually does give people access to all of those reports that were once, only accessible to provider administrators in the full admin account. So if you need others to have access or just want to be able to see it from your regular user account, just make sure that role is checked off in your superrole. It’s an agency wide role so you’ll need to check it off in a superrole that you have that’s agency wide in type.
Get in touch if you have any questions!

Yesterday I arrived in North Dakota to meet up with Deb who is on her 3rd week in the state, and her umpteenth week travelling in general.  She’s been here training state employees on the new system we’re rolling out for them.  It’s pretty cool and completely different than the Therap system that most people are familiar with.  It’s pretty amazing how quickly the team has developed this new system to meet the state’s needs for adults and children services.

Deb’s pretty much a pro at it by now, so I’m just absorbing all the information I can right now.  We start in Jamestown, then each day we move to a new location. Next it’s Devils Lake, then Grand Forks, and finally back to Fargo.

To find out more about what’s being done there, take a look here.

Click here for the recorded webinar that was held yesterday. If you can’t make it to one of the upcoming sessions or just want to listen to it at your own pace, this will give you a rundown of all the updates we’ll be making to our Training Management System.. coming soon

If you’re using the Training Management System, be sure to sign up for one of these webinars where I’ll walk you through the updates that we’ll be making towards the end of September. If you’ve already watched some of the mini webinars, this will cover that stuff plus some Sign up for one here:
9/7 @ 1p E
9/14@ 1p E
9/21 @ 1p E

Had a wonderful vacation in the Outer Banks, NC last week and it looks like we left in the nick of time too, as Hurricane Earl has forced evacuations there.  I’m pretty sure that if I hadn’t gotten the trip cancellation insurance that we would have definitely been in the midst of big Earl.  Anyway, back to reality, and hopefully if you needed me, I’ve gotten back to you by now after getting through all email  You know where to find me!

I’m still amazed at all the wonderful things we’re doing with TMS, and I’ve lost track of how many of the changes have come directly from you guys using it.  Here’s a couple more mini webinars on some of TMS updates that are coming soon… (A little bird told me we’re projecting it to release around mid September, if all goes as planned) Be sure to send us any comments or questions you have as you view these!

Here are two mini webinars on some of the Training Management System enhancements that we’re currently working on.  Just keep in mind that what you’re seeing is still in testing and not the final product.  Check back for more updates.

Ok, so if you know me then I’m sure you can guess just how excited I am about some Training Management System changes that are coming soon.  The majority of them have come straight out of the feedback from you guys using it, so it’s going to be great, of course.  We’re testing it out and going over things to optimize it now, but look out for training materials, webinars, splash messages, and/or announcements in the future, so that you can stay up to date on all the updates.   Here’s just a few of the new features that came directly from your feedback:  (These pics may not remain exactly the same when we roll it out, as we’re still in testing) Check out Justin’s Blog for some more pics

This is a really key change: You're going to be able to assign people to just classes or courses, rather than only being able to bundle those and assign them just curriculums. This is going to make it sooo much easier for setup, since you don't have to package everything in a curriculum if you don't want, and it's also going to make it loads easier for people who just need one class that may be different than their curriculum or course.

If you've ever tried to delete a class, course or curriculum, you're probably familiar with the message that something else is referring to it, and that you can't delete it. Well, no more of that! Now you can delete any of these, and it will show you who it will affect just to make sure you want to do that. Even if you delete a class it'll still show up in that person's deleted records. Pretty much everything is going to be trackable w/ this new TMS, which wasn't so easy before.

This may seem like a small fix, but I've gotten the feedback a lot. This will allow users, from their 'my training class' section, to print off a PDF of their training history.

Ok, this is one of the new report features we're adding. If you look at the shot of first page earlier, you can see we're adding quite a few, as that's a key request we've received. Anyway, this one is for all you training supervisors or admins who have ever been stumped as to why you can't sign someone up for a session, or want to find out if someone's signed up for that CPR session already. Now you can run a report by person or class, sign up, etc, and find out all the sessions that someone is currently signed up for, without having to go in under 'cancel signup' and open up each one. Phew!