CHT Remote Onboarding �and Training
Overview of remote workflows with a focus on enabling COVID-19 response
April 2020
Remote Onboarding and Training Priorities
The goal of the remote learning guides and templates are to provide direction and a unified approach to remote onboarding across all contexts and can be adapted and configured to suit the specific needs of partners may have for content, tooling, languages, etc.
Remote Onboarding and Training Overview
The CHT remote training approaches can be used to onboard CHWs and Supervisors onto SMS and App workflows. We will be able to support onboarding, training, tasking and communication at scale and be able to capture: �
We can also incorporate assessments into the training to ensure end user understanding.
User Roles
l
CHWs
Roles: Complete onboarding and training via SMS or app, provide feedback and ask for support where needed.
County & National
Roles: Monitor central analytics regarding onboarding and training completion. Revisit content where needed.
CHW Supervisors
Roles: Verify CHW onboarding and training completion, follow up with those who have not. Complete their own onboarding and training tasks to new workflows.
Sub-County
Role: Review CHW progress on aggregate, support CHW supervisors, and monitor location specific analytics.
User Devices
l
National Officials
Sub-County Teams
CHWs
Users
Most CHVs will have basic phones (SMS); some smartphones (app)
Smartphone (app)
Laptops, desktops, smartphones to monitor analytics
Devices
Location
Central Offices
Facilities or Local Office
Lives and works at community level
Details
CHW Supervisors
Smartphone (app) and personal phone
Lives at community level, based at facilities
County Teams
Laptop, desktop, smartphone to monitor analytics (app)
District Offices
Remote Onboarding
SMS
Remote Onboarding: SMS Workflow
Option to request for support + Support offered if no action/response for x days
Ready to start?
Yes
Reply with “start” when you are ready
No
Begin training modules
Instructions on how to access workflow training
Manual follow up + instruction to reply with “start” when ready
No answer
Intro message from MoH + language selection (SMS/IVR)
Thank you for serving your community. We’ll guide you on how to use your app.
A draft flow can be found here
App
Remote Onboarding: App Workflow
Log into app
Thank you for serving your community. Log into your app as [username] with this magic link
Contact IT support to resend
Bad link?
Supervisor follow up if no action for x days
Remote Onboarding: App MVP
Remote Training
SMS
Remote Training: SMS Best Practices
Remote Training: SMS Workflow
Greeting and introduction
Workflow
Details
Topic Education Completion
Thank you for serving your community. Today you will learn...
Explanation of user role
Workflow overview
Training completion logged in CHT
If extra support needed, contact supervisor
If training not complete within x days, take additional action (nudge or follow up)
Add user name in greeting if known
Remote Training: CHW SMS Example
Greeting and introduction
Workflow
Details
Topic Education Completion
If extra support needed, contact supervisor
If training not complete within x days, take additional action (nudge or follow up)
Remote Training: SMS Assessment Workflow
Greeting and introduction
Workflow
Details
Topic Education Completion
Thank you for serving your community. Today you will learn...
Explanation of �user role
Workflow overview
Training completion logged in CHT
If extra support needed, contact supervisor
If training not complete within x days, take additional action (nudge or follow up)
Lessons and Assessments
Lesson
Assessment
Overview of correct answers
Add user name in greeting if known
Remote Training: CHW SMS Assessment Example
Greeting and introduction
Workflow
Details
Topic Education Completion
If extra support needed, contact supervisor
If training not complete within x days, take additional action (nudge or follow up)
Lessons and Assessments
A detailed flow can be found here
App
Remote Training: App Best Practices
Remote Training: CHW App Overview
Remote Training in CHW App: Sync for new training tasks
In order for CHWs to receive new training or onboarding material in the app, they will need to sync.
This can be accomplished by sending an SMS with instructions to sync the app and complete the training task.
Allow an affordance to contact supervisor or other for help additional support.
Hello, [CHW Name]. Thank you for serving your community. Your CHW app has an update. Please sync and then complete the training task. If you have any issues, contact your supervisor.�
- [Partner signature]
COVID-19 Education
Training module
Due today
No more tasks
Remote Training in CHW App: Topic overview and modules
Introduce each topic with an overview page, outlining what the CHW will learn.
Use as many modules as necessary per topic, and visuals where possible to help CHW understanding.
Training
Learning Objectives
Know effective hand hygiene practices
Know the correct way to handle infected secretions from the nose, eyes, and mouth
Know good household hygiene practices
Know when to self-distance and self-quarantine
Know when to report a patient with suspected infection to the local health authorities
COVID-19 Education
Next >
Training
If you returned from an area where COVID-19 is spreading, stay at home for 14 days and avoid contact with others. If you experiencing any symptoms, or contact your supervisor.
Self-Quarantine
Next >
< Prev
Remote Training in CHW App: Optional assessments
Assessments may be included in the in-app onboarding and training modules.
Answers to assessments may be displayed conditionally in context, on the next page, or in the summary.
There are psychological costs to making decisions. Since choosing can be difficult and requires effort, long sessions of decision making can lead to poor choices.
For longer training modules, consider telling the CHW if their answer is correct or incorrect immediately for better retention.
Training
Can COVID-19 can be prevented by washing our hands frequently with soap and running water or hand sanitizer?
Assessment
True
False
Next >
< Prev
Training
Assessment
Next >
< Prev
You are correct
Washing hands regularly is very important to protect yourself and others.
Remote Training in CHW App: Summary
If a CHW completes the training with errors in their assessment, the task is regenerated and must be repeated. Allow CHWs to request assistance from supervisor if needed.
If a CHW completes the training without errors, congratulate them and provide instructions on how to revisit the content as a refresher.
We may want to ask CHWs how confident they feel in their abilities after completing the training (to provide feedback to MoH or partner) and provide additional support and follow up from supervisor on request.
Training tasks may be sent out on a schedule to refresh CHW knowledge with optional follow-up quizzes in 1 week to 1 month to gauge information retention.
Training
Submit
< Prev
Be sure you Submit to complete this action.
Thank you
Good start, but you only answered 1 out of the 2 questions correctly.
We’ll generate another task for you to go through the workflow again.
Thank you for your persistence, educating ourselves and our communities is the best way to stop covid.
Training
Submit
< Prev
Be sure you Submit to complete this action.
Thank you
You’ve answered all the questions correctly! You may review this content on your profile page.
How confident do you feel in your mastery of this content?
Extremely confident
Very confident
Somewhat confident
A little confident
Not confident at all
Will you be able to effectively perform these tasks?
Yes
No
Do you have any other questions or feedback on this topic? (Optional)
Your supervisor will follow up
Do you need assistance with this topic? (Optional)
Yes
No
Remote Training in CHW App: Targets and Refresher Content
Adapted workflow
No
Update Summary
Yes
Training
Medic ID
65421
Age
24 years
CHW Name
Gender
Female
Phone
+123456789
Profile
Adapted workflow
Training module
Tasks
COVID-19 Education
Onboarding and training content completion are tracked as a target.
If a CHW does not complete the onboarding/ training, a notification should be sent to their supervisor to follow up.
CHWs may retake onboarding and training modules actions via their profile page.
Training modules completed
All time
Goal 100%
33%
How To Configure
The training modules configuration consists of four main parts:
Forms
Forms (XLSForms) are the spreadsheets created that determine the questions/content that the user will view.
XLSForms are a simplified method of setting up form configs using Excel (or Libre Office Calc, Google sheets etc)
App forms are created in the project-folder>forms>app directory of a project.
Once the forms are setup with content, the forms are converted to XForms and then uploaded using the medic-configurer with the following command:
Medic-conf --instance=<instance> convert-app-forms upload-app-forms -- <form1> <form2>
Guidelines to create medic mobile XLSForms/XForms can be found here.
Example forms from the demo can be accessed here
Tasks
Tasks are a set of actions available to a specific type users from the task tab, which open up a form that completes a workflow, and are available within a given timeframe.
Tasks are defined in a tasks.js file under the project folder, with each task following the task schema described here.
The required properties of a task include:
Name - unique identifier of the task
Title - displays the workflow to be completed for a contact
AppliesTo - determines if task is emitted per contact or report
ResolvedIf - conditions to mark a task as resolved/completed
Events - specifies the timeframe of a task
Actions - specifies the forms and allows injecting content from previous submissions
The following command is used to compile and upload the applications settings (tasks, targets, contact-summary, form properties)
Medic-conf --instance=<instance> compile-app-settings upload-app-settings
Targets
Targets are a visual representation of the progress and goals of the user. These are app analytics accessed through the targets tab.
Similar to tasks, targets are defined in a targets.js file under the project folder, with each target following the targets schema described here.
The required properties of a target include:
Id - unique identifier of the target
Translation_key - title displayed for the widget
Type - type of numeric representation i.e. count/percentage
Goal - denotes how much the user should achieve
appliesTo - Determines whether a contact or a report is counted
appliesIf - condition to check whether contact or report should be counted (not required)
Contact Summary
Contact summary displays basic information about a contact, with 3 main outputs: context, cards and fields
Contact Summary is defined in contact-summary.templated.js file under the project folder as described here.
Cards created to display completed modules. Required properties of a card include:
Label - title of the card
Fields - content of the card
Field name- title of field
Field value - value displayed for field
Contact Summary - context
Context provides context information to app forms which are initiated from the contact's profile page
context is defined in contact-summary.templated.js file under the project folder and can be utilized in a form by defining a <form>.properties.json file for a form.
The expression on the <form>.properties.json file determines when to show the form in the "New action" menu on a contact’s profile, and can access this context information via the variable summary.
App Adapted Workflow
Adapted Workflow: App Best Practices
Adapted Workflow: CHW App
Adapted Workflow: Sync for new training tasks
In order for CHWs to receive adapted workflows and updated protocol information, they will need to sync.
This can be accomplished by sending an SMS with instructions to sync the app and complete the training task. Allow an affordance to contact supervisor or other for help additional support.
Once synced, a new training module appears in the task list.
Update summary
Training module
Due today
No more tasks
Hello, [CHW Name]. Thank you for serving your community. Your CHW app has an update. Please sync and then complete the training task. If you have any issues, contact your supervisor.�
- [Partner signature]
Adapted Workflow:
Update summary
Introduce the update with an overview page, outlining the new protocol/workflow changes the CHW will learn.
Use as many modules as necessary per protocol (ex. Following up with PPE, without PPE, Over the phone) and visuals where possible to help CHW understanding.
Training
COVID-19 care protocols
Overview and introduction text goes here.
Update summary
Next >
Training
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Protocol with PPE
Next >
< Prev
Adapted Workflow: Summary
Congratulate the CHW for completing their training and provide instructions on how to revisit the content.
When a CHW completes the onboarding successfully it is captured in their targets. Status for all training material should be captured here.
If a CHW does not complete the onboarding/training, a notification should be sent to their supervisor to follow up.
Training
Submit
< Prev
Be sure you Submit to complete this action.
Thank you
Great job, you’ve completed the training for the Update Summary..
This content is available for you to review on your profile page.
If you have any additional questions or feedback, please contact your supervisor.
Training modules completed
All time
Goal 100%
33%
Adapted Workflow:
Updated protocols
Once Update Summary task is completed, the adapted workflows with updated protocols should appear in the task list.
No more tasks
Nathan Northrup
Growth Monitoring
Adapted Workflow:
Adapted Tasks
Tasks with adapted protocols, especially concerning CHW safety and well-being should provide guidance where possible.
For example, if a CHW is following up in person without PPE they should receive guidance to not enter the house and to ensure a safe distance from others.
Training
How are you following up?
Follow up
In person without PPE
By phone
Next >
< Prev
In person with PPE
Training
Your safety is important
Care protocol
Next >
< Prev
When assessing your patients in-person without PPE please do not enter the house.
Ensure a safe distance of 2 meters and follow no-touch protocols.
Appendix