Quiz Overview

The Quizzes feature allows you to provide learning content (PDFs, documents, links to videos, etc.) to employees and then administer an open-notes, auto-graded quiz to them about that content. The quiz can be about a Client (or a Client in relation to their Placement), Placement, or Other topic. The quiz is associated with an employee requirement (which can optionally be auto-generated) to track compliance and the requirement is assigned to a requirement plan (which can optionally be auto-generated) to determine who must take it. Based on the requirement’s settings, staff permission group settings, and the passing score designated in the quiz, if the employee does not pass the quiz the employee can optionally be prevented from logging Time Tracking entries (the agency can designate which entries are locked out via Time Tracking Options).

In addition if a new version of the quiz is needed, the agency can require everyone to retake the quiz immediately or set it so the new version of the quiz appears the next time the employee is required to take it and when new employees are required to take it.

Note: In order to auto-generate requirements and requirement plans from quiz management, the agency must already have a combined Time Tracking/Staff Scheduling and Client Care/Employee Care/ProviderPro database and be set up to use intra-database syncing with the new quiz package definition.

In order to use the Quiz Management feature, you must license Quizzes. You also need to have security permissions to add and change Quiz Management and Quiz Settings as well as Employee Categories, Employee Requirement Management, and Employee Requirement Plans.

The following items are needed in order to create quizzes:

Employee Requirement Category - This is a one-time setup item to create a category for Quizzes with a Plan Item Type of Quiz. It is similar to Events in that there are not any additional setup lists to add to it from this screen.
Employee Requirement - If you decide to auto-generate requirements from the quiz, you will need to create a requirement to use as the template to generate them from.

The Requirement is set up as usual with these best practices:
- Evidence Type -Set to Quiz
- Category - Set to Quiz
- Noncompliance Restriction Type - Set to Restrict Time Tracking Data Entry if the employee must pass the quiz before logging time.
- Initial Due Date Type - Set to Immediate
- Assignee - This Beneficiary
- Approver - False
Employee Requirement Plan - If you decide to auto-generate requirement plans from the quiz, you will need to create a requirement plan to use as the template to generate them from. The requirement plan should not have any requirements assigned to it and have the filter set up as follows:

Child: Client Care Placement Greater than 0

Placement equals blank

Data Type one of: Managers Inclusive and Staff Inclusive

Note: If managers aren’t required to take the quizzes, do not select Managers Inclusive. If your security is set up at the placement level (i.e. staff do not get security permissions from the Department or Program level of the Placement tree, select Staff Exclusive instead)

If you do not auto-generate the Requirement Plans, you would set the Placement to equal the placement of the clients the quizzes are for. You may need to drill down further and select the Client Placement child of the Placement and then select the Client property to equal a specific client. Make sure the Quiz Version is marked Publish before making the Requirement Plan active.
Quiz Settings - This is a one-time setup item where you turn on the settings to auto-generate requirements and/or requirement plans and select the requirement plan template.
Quiz Management - This is where the actual quiz questions and answers are managed. It is also where the requirement is associated with the quiz.
Staff Permission Group - If you want to prevent staff from logging time if a requirement is not met and the requirement has the Noncompliance Restriction Type set to Restrict Time Tracking Data Entry, then you must also mark the Restrict Data Entry if Out of Compliance check box in the Staff Permission Groups for those staff that should be restricted. Time Tracking Options (see below) also need to be set to designated which Time Tracking entries to restrict.
Time Tracking Options - Scroll down to the bottom of Time Tracking Options to find the Compliance Settings card. From here you will select which types of Time Tracking transactions you want staff with a Staff Permission Group set to Restrict Data Entry if Out of Compliance to be locked out of if the have not completed a requirement with a Noncompliance Restriction Type set to Restrict Time Tracking Data Entry. The types related to clients are Worked Time with Clients Entry, Mileage With Clients Entry and Client Census Entry,