PHASE 1 DIRECTIONS:
Daily Reflection is to be completed by the Trainee each day.
See page 2 for Topic Index details to track.
DAILY REFLECTION - SHIFT 1
Date:
Describe your overall experience from today.
What are you feeling the most confident in?
Are you experiencing any challenges? Anything not make sense today that you'd like to revisit?
DAILY REFLECTION - SHIFT 2
Date:
Describe your overall experience from today.
What are you feeling the most confident in?
Are you experiencing any challenges? Anything not make sense today that you'd like to revisit?
DAILY REFLECTION - SHIFT 3
Date:
Describe your overall experience from today.
What are you feeling the most confident in?
Are you experiencing any challenges? Anything not make sense today that you'd like to revisit?
PHASE ONE TRAINING TOPIC INDEX:
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Trainer: Use this list to see what’s been covered and what hasn’t. Any “1’s” make a point to cover again. If you have time, review 2’s as well. Trainee: During shift., as topics are covered, rank 1-3, otherwise leave blank. |
1 = No Recognition 2 = Looked Familiar 3 = Ready to be on my Own |
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| Families & Students Pages | Shift 1 | Shift 2 | Shift 3 |
| Search Feature - Can search for and find a family | |||
| Search Feature - Can search for and find a Student | |||
| Enrollments - Knows where to view a students enrollment | |||
| Enrollments - Can answer “What’s My Teacher’s Name” | |||
| Notes - Can locate Family Notes | |||
| Notes - Knows Note Color Codes | |||
| Students Skills - Knows where to view skills | |||
| Communication - Knows the difference between opt in/out w/ text | |||
| Communication - Knows the difference between opt in/out w/ email | |||
| Communication - Knows where to view a list of emails we have sent | |||
| Billing - Can answer “What Card Do I Have on File?” | |||
| Policies - Knows where to find Rules/Terms/Conditions, Waiver | |||
| Student - Can create a new student on an existing family | |||
| Student - Knows where to put new medical concerns on a student | |||
| Calendar Page | |||
| Can find an open class for a Makeup enrollment | |||
| Can find an open class for an Active enrollment | |||
| Comfortable using filters to find classes | |||
| Can create an Active enrollment | |||
| Can create a Makeup enrollment | |||
| Overbooking Warning - Knows what to research to verify opening | |||
| Ledgers | ||||
| Can quickly identify ledger status based on icon color | ||||
| Can determine how a payment was made (Debit vs Portal) | ||||
| Can explain what a charge was for | ||||
| Knows how to use “Search” feature to narrow transactions down | ||||
| Can create a new charge | ||||
| Understands when to use the “As Of” date feature | ||||
| Can create a new payment | ||||
| Can recite what credit cards we accept | ||||
| Knows what to do with an AZFOF check | ||||
| Reports | ||||
| Instructor Roster | x | x | x | |
| Never Ever List | x | x | x | |
| Drop List | x | x | x | |