Training flow

Training workflow

flowchart TB
    subgraph SETUP["<b>📋 PHASE 1: TRAINING SETUP & CONFIGURATION</b>"]
        direction TB
        A1["<b>Training Settings Configuration</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Training Types (TOT/Basic/Refresher)<br/>• Training Approaches (F2F/Blended/Online)<br/>• Training Venues<br/>• Training Partners<br/>• Training Languages<br/>• Participant Roles (Surgeon/Nurse/etc.)"]

        A2["<b>Create Training Courses</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Course Title & Description<br/>• Course Duration<br/>• Learning Objectives<br/>• Course Materials<br/>• Pre-requisites"]

        A3["<b>Create Training Sessions</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Select Course<br/>• Set Date & Time<br/>• Select Venue<br/>• Assign Trainers<br/>• Set Capacity<br/>• Select Region/Facility"]
    end

    subgraph PARTICIPANTS["<b>👥 PHASE 2: PARTICIPANT MANAGEMENT</b>"]
        direction TB
        B1["<b>Register Participants</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Manual Entry by Admin<br/>• Self-Registration Portal<br/>• Bulk Import via CSV/Excel<br/>• API Integration with DHIS2"]

        B2["<b>Participant Data Collection</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Full Name<br/>• Email Address<br/>• Phone Number<br/>• Organization/Facility<br/>• Role/Title<br/>• Region/Location"]

        B3["<b>Enroll Participants</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Select Training Session<br/>• Assign Registered Participants<br/>• Batch Enrollment<br/>• Send Enrollment Confirmation"]
    end

    subgraph PRETEST["<b>📝 PHASE 3: PRE-TEST ADMINISTRATION</b>"]
        direction TB
        C1["<b>Create Pre-Test Questions</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Single Choice (Radio Buttons)<br/>• Multiple Choice (Checkboxes)<br/>• Decision Matrix (Matching)<br/>• Fill in Blanks<br/>• Upload Multimedia"]

        C2["<b>Create Pre-Test</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Test Title & Description<br/>• Set Time Limit<br/>• Toggle Pre-Test = ON<br/>• Set Active Status<br/>• Set Passing Score"]

        C3["<b>Assign Questions to Pre-Test</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Bulk Question Assignment<br/>• Set Question Weights<br/>• Order Questions<br/>• Preview Test"]

        C4["<b>Participants Take Pre-Test</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Access Test Takers Portal<br/>• Login with Credentials<br/>• Complete Pre-Test<br/>• Auto-Submit on Timeout"]

        C5["<b>Pre-Test Results & Analysis</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Auto-Grading<br/>• Score Calculation<br/>• Individual Performance Review<br/>• Cohort Analysis<br/>• Baseline Knowledge Assessment"]
    end

    subgraph TRAINING["<b>🎓 PHASE 4: TRAINING DELIVERY</b>"]
        direction TB
        D1["<b>Conduct Training Session</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Face-to-Face Training<br/>• Virtual/Online Training<br/>• Blended Learning<br/>• Track Attendance<br/>• Record Participation"]

        D2["<b>Training Delivery Methods</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Lectures & Presentations<br/>• Hands-on Practice<br/>• Case Studies<br/>• Group Discussions<br/>• Simulations"]

        D3["<b>Track Training Completion</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Mark Attendance<br/>• Record Completion Status<br/>• Issue Attendance Certificates<br/>• Update Training Records"]
    end

    subgraph POSTTEST["<b>📊 PHASE 5: POST-TEST ADMINISTRATION</b>"]
        direction TB
        E1["<b>Create Post-Test Questions</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Reuse Pre-Test Questions<br/>• Create New Questions<br/>• Update Difficulty Level<br/>• Add Scenario-Based Questions"]

        E2["<b>Create Post-Test</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Test Title & Description<br/>• Set Time Limit<br/>• Toggle Pre-Test = OFF<br/>• Set Active Status<br/>• Set Passing Score"]

        E3["<b>Assign Questions to Post-Test</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Bulk Question Assignment<br/>• Set Question Weights<br/>• Order Questions<br/>• Preview Test"]

        E4["<b>Participants Take Post-Test</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Access Test Takers Portal<br/>• Login with Credentials<br/>• Complete Post-Test<br/>• Auto-Submit on Timeout"]

        E5["<b>Post-Test Results & Analysis</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Auto-Grading<br/>• Score Calculation<br/>• Individual Performance Review<br/>• Knowledge Gain Assessment<br/>• Training Effectiveness Evaluation"]
    end

    subgraph REPORTS["<b>📈 PHASE 6: RESULTS & CERTIFICATION</b>"]
        direction TB
        F1["<b>Comparative Analysis</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Pre vs Post Test Scores<br/>• Knowledge Gain Percentage<br/>• Individual Improvement Tracking<br/>• Cohort Performance Trends"]

        F2["<b>Generate Reports</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Individual Performance Reports<br/>• Training Summary Reports<br/>• Facility/Region Reports<br/>• Donor Reports<br/>• Export to PDF/Excel/CSV"]

        F3{"<b>Passing Score Achieved?</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>Passing Score: ≥ 70%"}

        F4["<b>✅ Issue Certificate</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Auto-Generate Certificate<br/>• Digital Signature<br/>• QR Code Verification<br/>• Email Certificate to Participant<br/>• Download as PDF"]

        F5["<b>❌ Remedial Training</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Schedule Retake<br/>• Additional Support Materials<br/>• One-on-One Coaching<br/>• Re-assign to Training"]

        F6["<b>Training Outcomes Tracking</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Skill Improvement Metrics<br/>• Competency Assessment<br/>• Training ROI Calculation<br/>• Long-term Impact Tracking"]

        F7["<b>Data Synchronization</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Sync with DHIS2<br/>• Update Lifebox Learning Network<br/>• Update Central M&E Database<br/>• Share with External Systems"]
    end

    subgraph MONITORING["<b>🔍 PHASE 7: ONGOING MONITORING & EVALUATION</b>"]
        direction TB
        G1["<b>Dashboard Monitoring</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Real-time Training Metrics<br/>• Participant Progress Tracking<br/>• Completion Rates<br/>• Test Score Trends"]

        G2["<b>Quality Assurance</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Question Performance Review<br/>• Test Difficulty Analysis<br/>• Participant Feedback<br/>• Training Material Updates"]

        G3["<b>Continuous Improvement</b><br/>━━━━━━━━━━━━━━━━━━━━━━━━━━━<br/>• Update Course Content<br/>• Refine Test Questions<br/>• Improve Training Delivery<br/>• Scale Successful Programs"]
    end

    %% Connections between phases
    SETUP --> PARTICIPANTS
    PARTICIPANTS --> PRETEST
    PRETEST --> TRAINING
    TRAINING --> POSTTEST
    POSTTEST --> REPORTS
    REPORTS --> MONITORING

    %% Internal connections within PRETEST
    C1 --> C2 --> C3 --> C4 --> C5

    %% Internal connections within POSTTEST
    E1 --> E2 --> E3 --> E4 --> E5

    %% Internal connections within REPORTS
    F1 --> F2 --> F3
    F3 -->|Yes| F4
    F3 -->|No| F5
    F4 --> F6 --> F7
    F5 --> C4

    %% Feedback loops for improvement
    G2 -.->|"Question Refinement"| C1
    G2 -.->|"Question Refinement"| E1
    G3 -.->|"Course Improvement"| A2
    G3 -.->|"Training Enhancement"| D2

    %% Styling
    classDef setup fill:#e1f5fe,stroke:#01579b,stroke-width:2px,color:#000
    classDef participants fill:#f3e5f5,stroke:#4a148c,stroke-width:2px,color:#000
    classDef pretest fill:#fff3e0,stroke:#e65100,stroke-width:2px,color:#000
    classDef training fill:#e8f5e9,stroke:#1b5e20,stroke-width:2px,color:#000
    classDef posttest fill:#fce4ec,stroke:#880e4f,stroke-width:2px,color:#000
    classDef reports fill:#e0f2f1,stroke:#004d40,stroke-width:2px,color:#000
    classDef monitoring fill:#ede7f6,stroke:#311b92,stroke-width:2px,color:#000

    class SETUP setup
    class PARTICIPANTS participants
    class PRETEST pretest
    class TRAINING training
    class POSTTEST posttest
    class REPORTS reports
    class MONITORING monitoring

Training Management Workflow: Complete End-to-End Process¶

Phase 1: Training Setup & Configuration 📋¶

1.1 Training Settings Configuration¶

Before any training can be conducted, the system must be configured with basic training parameters:

1.2 Create Training Courses¶

Each course represents a specific training program with defined learning objectives:

Required Fields:

• Course Title (e.g., "Basic Surgical Safety", "Capnography Essentials")
• Course Description
• Course Duration (in hours/days)
• Learning Objectives
• Pre-requisites (if any)
• Course Materials/Documents
• Target Audience

1.3 Create Training Sessions¶

Training sessions are specific instances of a course delivered at a particular time and place:

Required Fields:

• Select Course (from created courses)
• Session Title
• Start Date & Time
• End Date & Time
• Select Venue
• Assign Trainers/Facilitators
• Maximum Capacity
• Region/Facility/Location
• Registration Deadline

Phase 2: Participant Management 👥¶

2.1 Register Participants¶

Participants can be registered through multiple methods:

Registration Methods:

1. Manual Entry by Admin - Individual participant creation
2. Self-Registration Portal - Participants register themselves
3. Bulk Import - CSV/Excel file upload
4. API Integration - Sync with DHIS2 or other systems

2.2 Participant Data Collection¶

Required Information:

2.3 Enroll Participants¶

Enrollment Process:

1. Select Training Session
2. Choose registered participants
3. Batch enrollment option available
4. System sends confirmation email/SMS
5. Participant appears in session roster

Phase 3: Pre-Test Administration 📝¶

3.1 Create Pre-Test Questions¶

Question Types Supported:

Question Creation Steps:

1. Enter question text (supports multimedia)
2. Select question type
3. Add answer options
4. Mark correct answer(s)
5. Set point value
6. Add explanation (optional)
7. Save question

3.2 Create Pre-Test¶

Test Configuration:

3.3 Assign Questions to Pre-Test¶

Assignment Methods:

• Bulk Assignment - Select multiple questions from question bank
• Individual Assignment - Add questions one by one
• Random Selection - System randomly selects from question pool

Additional Settings:

• Set question order
• Assign point weights
• Preview test before activation

3.4 Participants Take Pre-Test¶

Test Taking Process:

1. Participant receives email notification
2. Access Test Takers Portal: https://mne.lifebox.org/modules/test/lbq/public/login.php
3. Login with credentials
4. View test instructions
5. Complete all questions
6. Submit answers (auto-save during test)
7. System auto-submits if timer expires

3.5 Pre-Test Results & Analysis¶

Results Provided:

• Individual score (percentage)
• Points earned vs. total possible
• Question-by-question feedback
• Time taken to complete
• Cohort average comparison

Phase 4: Training Delivery 🎓¶

4.1 Conduct Training Session¶

Delivery Methods:

4.2 Training Components¶

• Lectures and presentations
• Hands-on practice sessions
• Case study discussions
• Group activities
• Q&A sessions
• Practical demonstrations

4.3 Track Training Completion¶

Attendance Tracking:

• Mark daily attendance
• Record participation in activities
• Note completion status
• Issue attendance certificates

Phase 5: Post-Test Administration 📊¶

5.1 Create Post-Test Questions¶

Options:

• Reuse Pre-Test questions (for comparison)
• Create new, more advanced questions
• Add scenario-based questions
• Increase difficulty level

5.2 Create Post-Test¶

Configuration differs from Pre-Test:

• Toggle Pre-Test = OFF
• May have longer time limit
• Higher passing score (typically 80% vs 70%)
• More comprehensive coverage

5.3 Assign Questions to Post-Test¶

Same process as Pre-Test, but typically includes:

• Core knowledge questions (repeated)
• Advanced application questions (new)
• Case-based scenario questions

5.4 Participants Take Post-Test¶

Similar process to Pre-Test, ideally completed within specific timeframe after training completion.

5.5 Post-Test Results & Analysis¶

Metrics Calculated:

• Absolute score
• Knowledge gain = Post-test score - Pre-test score
• Percentage improvement = (Gain / Pre-test score) × 100
• Cohort performance distribution

Phase 6: Results & Certification 📈¶

6.1 Comparative Analysis¶

Key Metrics:

6.2 Generate Reports¶

Report Types:

• Individual Report - Detailed participant performance
• Training Summary - Overall program metrics
• Facility/Region Report - Geographic breakdown
• Donor Report - High-level outcomes
• Comparative Report - Pre/Post analysis

Export Formats:

• PDF (for sharing/printing)
• Excel/CSV (for further analysis)
• JSON (for API integration)

6.3 Certification Decision¶

Passing Criteria:

6.4 Issue Certificate¶

Certificate Features:

• Auto-generated PDF
• Digital signature
• QR code for verification
• Unique certificate ID
• Training details included
• Date of completion

Delivery Method:

• Email attachment
• Download from portal
• Shareable link

6.5 Remedial Training¶

For participants who fail:

• Schedule retake opportunity
• Provide additional study materials
• Assign one-on-one coaching
• Re-enroll in training session
• Allow retest after preparation

6.6 Training Outcomes Tracking¶

Long-term Metrics:

• Skill application in workplace
• Clinical outcome improvements
• Behavior change indicators
• Training ROI calculation
• Participant career progression

6.7 Data Synchronization¶

External Systems Integration:

Phase 7: Ongoing Monitoring & Evaluation 🔍¶

7.1 Dashboard Monitoring¶

Real-time Metrics:

• Active training sessions
• Enrollment numbers
• Test completion rates
• Score distributions
• Certification status

7.2 Quality Assurance¶

Review Areas:

• Question performance (difficulty, discrimination)
• Test reliability (Cronbach's alpha)
• Participant feedback
• Training effectiveness

7.3 Continuous Improvement¶

Improvement Actions:

• Update course content based on feedback
• Refine test questions for clarity
• Improve training delivery methods
• Scale successful programs to new regions

Key Performance Indicators (KPIs)¶

System Roles & Responsibilities¶

Important URLs¶

This complete Training Management workflow provides an end-to-end solution for managing all aspects of training, from initial setup through to certification and ongoing evaluation. The workflow diagram visually represents the entire process flow, while the accompanying documentation explains each phase in detail.