This article will show how administrators can change due dates individually. There are three ways to modify due dates for an individual caregiver on your Admin Dashboard.
Option 1: Editing the annual training due date via the "Edit Caregiver" option
Option 2: Editing a training bundle's due date via the caregiver's profile
Option 3: Editing the annual due date year
If you are interested in learning how to change initial and/or annual training due dates for everyone on the dashboard, please see this article.
Option 1: Editing the annual training due date via the "Edit Caregiver" option
Step 1: Log in to your account via go.careacademy.com, and expand the profile of the caregiver you wish to edit the annual due date for.
Step 2: Select the Options button.
Step 3: Click the "Edit" button.
Step 4: Under Hire Info, find Annual training due date. Type in the date you wish to have in the MM/DD/YYYY format. Then, click Save.
Important: This method is only available if "Custom due date for each caregiver" is an option that is selected under Annual Due Date Settings. To learn how to change this, please visit this article.
If you do not have this as an option, it means your state has specific compliance requirements. In this case, you have the following option for Step 3:
Under Caregiver's Training, select No for Needs initial training. If the Annual Training due date is not yet past due, select No for Annual training past due. Select Yes if the Annual Training is already past due. Then, press Save.
Option 2: Editing a training bundle's due date via the caregiver's profile
Step 1: Log in to your account via go.careacademy.com, and expand the profile of the caregiver you wish to edit the annual due date for.
Step 2: Select the "Due Date" button under the bundle you wish to edit the due date for. Note: If there are multiple bundles, you will have to click the name of the bundle to expand it so you can see this option.
Step 3: Enter the due date, and click Save.
Note: Once the change is made, the compliance due date at the top of the caregiver's profile will still show the original due date, but the compliance bundle will show the due date you have entered. The caregiver's classes will be assigned based on the due date you assigned.
Option 3: Editing the annual due date year
Step 1: Log in to your admin account via go.careacademy.com.
Step 2: Click on the the annual due date year. A plus (+) and minus (-) sign will appear. You can press one of those option to change the annual due date year.
Step 3: Select "Confirm" to change the annual due date year.
To ensure training still meets applicable state requirements, due dates can only be set earlier than annual training would typically be due.
Check out our help video for more details about Customizing Training Due Dates.