Technicians train consumers on equipment and/or software. Training Expenses include the cost of technician time, instructional materials, auxiliary aids, and train-the-trainer. After adding the training, you will need to add costs related to the training.

Eligible Expenses for Costs related to Training can be found in the Reimbursement Request Filing Instructions or in Eligible Expenses for the Centralized Database.

Search for a Training

  1. In the navigation panel, select Services, then Training.

  2. Enter search criteria into one or more of the fields. The list of trainings will filter based on your criteria.

Add a Training

  1. In the navigation panel, select Services, then Training.

  2. Select + New to add a new training.

    blue button reading plus new
  3. In the New Training pop-up window:

    1. Select the name of an existing consumer or select + New Consumer from the drop-down box to create a new consumer. See Consumers for more information on creating a new consumer. The State Program field is automatically populated.

    2. Select the name of an existing technician or select + New Technician from the drop-down box to create a new technician. See Technicians for more information on creating a new technician.

    3. Enter the date the training was requested.

    4. Enter the date the training was performed.

    5. Check the box if the training was Train-the-Trainer.

    6. To add costs at the end, check add cost after saving. See Costsfor more information on how to add costs.

      New training pop-up with consumer name drop-down in the top right, state program drop-down next to consumer name and technician drop-down to the right of state program.  Date requested is below consumer name and dte performed is to the right of date requested.  A box to check for train-the trainer is below date requested and a toggle to add cost after saving is below train-the-trainer.  In the bottom left are buttons for back and next.  In the bottom right are buttons to save and cancel.
  4. Select Next.

    1. Select one or more equipment items from the drop-down box.

      New training pop-up with equipment drop-down and two equipment items selected in a black box with a red x next to each.  Back and Next buttons are in the left corner and Save and Cancel buttons are in the Right corner.
  5. Select Save.

Edit a Training

  1. In the navigation panel, select Services, then Training.

  2. Select the Edit icon (green pencil and paper) next to the training you want to edit.

  3. In the Edit Training pop-up window, edit the information in the fields as applicable. Use the Next and Back buttons to navigate between fields.

    Edit training pop-up with consumer name drop-down in the top right, state program drop-down next to consumer name and technician drop-down to the right of state program.  Date requested is below consumer name and date performed is to the right of date requested.  A box to check for train-the trainer is below date requested  In the bottom left are buttons for back and next.  In the bottom right are buttons to save and cancel
  4. Select Save.

OR

  1. In the navigation panel, select Services, then Training.

  2. Select the View icon (blue eye) next to the training you want to edit.

    View icon (blue eye)
  3. On the Details tab, select Edit.

    Training details tab with details tab highlighted in top left.  Status, consumer name, train-the-trainer, date requested, date performed training time, and state program all are listed to the left.  Green edit button highlighted by a red box is in bottom right corner.
  4. In the Edit Training pop-up window, edit the information in the fields as applicable. Use the Next and Back buttons to navigate between fields.

    Edit training pop-up with consumer name drop-down in the top right, state program drop-down next to consumer name and technician drop-down to the right of state program.  Date requested is below consumer name and date performed is to the right of date requested.  A box to check for train-the trainer is below date requested  In the bottom left are buttons for back and next.  In the bottom right are buttons to save and cancel.
  5. Select Save.

  6. On the Costs tab, select the Edit icon (green pencil and paper) next to the line item you want to modify. See Costs for more information on how to edit costs.

    Training costs page with costs tab highlighted in upper left. training labor, instructional material, auxiliary aid, train-the-trainer, and other expenses listed on the left. line items listed on the bottom with description, category, time, cost, page number and icons to attach, edit and delete.  Edit icon is highlighted by a green box..
  7. In the Edit Costs pop-up window, edit the information in the fields as applicable.

    Edit cost pop-up with  the time in hours at the top, activity time on the left locked as training, category drop-down to the right of activity type documentation page number underneath activity type. cost underneath category, description underneath cost, and buttons for Save and Cancel on the right.
  8. Select Save.

  9. On the Consumer tab, select Edit.

    Consumer tab highlighted in the upper left with consumer details listed on the left including full name, date of birth, email, phone, custom ID, program status, current status, state program, details, and address. Buttons on the bottom right to Transfer and Edit.  The edit button is highlighted with a red box.
  10. In the Edit Consumer pop-up window, edit the information in the fields as applicable. Use the Next and Back button to navigate between fields.

    Edit consumer pop-up with basic info for the consumer including first name, to the right of that middle name, to the right is last name, below first name is date of birth, to the right of date of birth is phone, below phone is a box to check if the consumer has no phone, to the right of phone is email, below date of birth is program status, below program status are fields for full address. In the bottom left are buttons for Back and Next. Next is red. On the bottom right are buttons for Save and Cancel.
  11. Select Save.

  12. On the Equipment tab, select the Edit icon (green pencil and paper) next to the equipment you want to modify.

    Training equipment page with equipment tab highlighted in upper left.  Name, date requested, date received, consumer, state program, total cost and icons to view, edit, return and delete are shown.  the edit button is highlighted by a red box.
  13. In the Edit Equipment pop-up window, edit the information in the fields as applicable.

    Edit equipment pop-up with equipment name drop-down in the upper left, serial number to the right, brand below equipment name, function drop-down below serial number, equipment is inventory checkbox below brand, equipment is a device checkbox below function, drop-down for consumer name below inventory, state program below device, date of need assessment below consumer, date received below state program, button for Save and Cancel in bottom right.
  14. Select Save.

  15. On the Technician tab, select Edit.

    Training Technician page with Technician tab highlighted at top.  Technician name, company, entity name and details listed on left.  Green edit button in bottom right is highlighted with a red box.
  16. In the Edit Technician pop-up window, edit the information in the fields as applicable.

    Edit technician pop-up with First Name field at top right, Middle Name field to the right of first name, and last name field to the right of middle name.  Company is below first name and a drop-down box for entity to the right of company.  Buttons for Save and Cancel are in the bottom right.
  17. Select Save.

  18. On the Notes tab, select Edit next to the note you want to modify.

  19. In the Edit Training Note pop-up window, edit the information in the fields as applicable. See Notes for more information on how to edit notes.

    Edit Training note pop-up with label text field at the top of the screen and note content text field underneath.  Save and Cancel buttons on the bottom right.
  20. Select Save.

Delete a Training

  1. In the navigation panel, select Services, then Training.

  2. Select the Delete icon (red trash can) next to the training you want to delete.

    Delete icon (red trash can)
  3. On the delete prompt, select Yes.

You may also want to add a Note, Attachment, or Cost to your data.