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Agencies whose curriculum tracks are set up to enroll caregivers in annual training 60 days before each caregiver’s due date can override the due date to enroll an individual caregiver early in their annual training courses.
Step 1: From the Admin Dashboard, use the search box to locate the caregiver.
Step 2: Click on the caregiver’s name or the down arrow to the right of the user’s name to open their profile.
Step 3: Under the Annual Compliance bundle, click the “Edit Due Date” button
Step 4: Change the due date to a date within the next 60 days.
For example: If today’s date is 10/01/2022, then set the due date between 10/01/2022 and 11/30/2022.
Step 5: Click on the Save button.
The caregiver will now be enrolled in their annual courses.
Note: The system may take up to 10 minutes to process the enrollments.
Changing the Annual Compliance due date will not affect the caregiver’s next scheduled annual training.
Take the example shown above: Once the caregiver completes his Annual Compliance courses, his next annual training due date will be 6/15/2024.