Users with the Learn module permission, (Settings > Note/Instruction Templates > Manage), enabled can manage the organization’s Instructional Templates.
Instructional Templates are program checklists, or SD Sheets, that allow practices to establish organization-wide program templates for supervisors and provide therapists with explicit instructions on how to run programming. Instructional Templates can be created and customized based on your needs. Instructional Templates are linked to goals and targets in Learning Trees. Supervisors then complete templates with additional details to standardize teaching and ensure programming remains consistent.
To access and manage Instructional Note Templates:
- Navigate to the Learn module and select Settings
- Click Instructional Templates
All of the organization’s Instructional Note Templates and CentralReach’s system templates will display. CentralReach offers system Instructional Templates that can be used or leveraged to facilitate the creation of new templates. System templates are marked by the red “SYSTEM” tag on the right-hand side of the template. CentralReach’s system templates can be duplicated, linked to goals and targets, and customized to the organization’s needs.
To create a new template:
- Click + ADD NEW on the right-hand side
- Add a template Name and Description
- Users can enter up to 50 characters for the “Name” and 500 characters for the “Description.”
- Under “Questions,” click Add Question
- Delete New Question and enter the question
- Questions can be 250 characters or less.
- Enter an optional description for this question
- Users can enter up to 500 characters for the optional description.
- In the Type of Answer drop-down, select the format of the response to the question, which supervisors will be prompted to complete when the template is linked to a goal or target in a Learning Tree
- Free text (small): enter short-form text
- Free text (large): enter long-form text
- Whole number: enter a whole number
- Numeric (Decimal): enter a number with a decimal
- Date value: enter a date
- Yes / No: select Yes or No to answer the question
- Single-select: select an answer from the drop-down
- Under “Answers,” click Add Answer and enter a value
- Up to 2,500 characters can be entered for the value.
- Click Add Answer to add more options to the drop-down
- Click and drag the arrow button to reorder the values
- Multi-select: click one or more checkboxes
- Under “Answers,” click Add Answer and enter the value
- Up to 2,500 characters can be entered for the value.
- Click Add Answer to create additional checkboxes
- Click and drag the arrow to reorder the checkboxes
- Click Add Question to add more questions to the template
- Click the Is required drop-down to make the question required or optional to answer
- Click the trash can to delete any questions or answers from the template
- Click the arrow button to drag and move a question or section to a different location
- Click Save