How do I build a Skills program and checklist?

This article outlines how Admins can create a Skills program in Medbridge, including how to organize skills into checklists and attach learning resources. Skills programs are used to train, assess, and track clinician competencies. Each program can contain one or more checklists, and each checklist includes one or more skills.

To build a Skills program, you must have the Admin or KT admin role. You will create a program, add one or more checklists, and add skills to each checklist. You can also attach optional learning resources (Medbridge or custom) to each skill.

• Create a New Program
• Create a Checklist
• Adding Skills to Checklists
• Attach a Resource (Optional)
• Add Additional Checklists (Optional)
• Save the Program
• Manage Edit Permissions
• FAQs

Programs, Checklists, and Skills

Every Skills program is made up of three main levels:

• Program: This is the overall training experience. It’s where you define who will participate, what they’ll learn, and when it should be completed. A program often reflects a specific workflow, such as onboarding or validating clinical competencies. This could be something like "New Employee Onboarding" or a specialized care program.
• Checklist: Checklists divide your program into sections. These might represent time periods (like “Week 1”) or themes (like “Patient Mobility Skills”). Checklists help organize skills in a logical way for Preceptors and Students.
• Skills: Skills are the individual items that Students complete and Preceptors review and are what make up each checklist. Each Skill includes a title, description, and optional training resources.

Create a New Program

1. From the main navigation, go to My Practice, then select Education Management.
2. From the navigation, select Skills.
3. Select Create new program.
4. Select the edit button.
5. In edit panel, you can enter a program name (e.g., “Acute Care Onboarding”) and program description. You can also select the Checklists must be taken in order option to ensure checklists must be handled sequentially by students.
   
   Note: descriptions are an excellent way to provide additional context to students and preceptors, including specific rubrics or other details.
6. When you are done with your edits, select Done to save your changes. To not save your changes, select Cancel.

Create a Checklist

1. A checklist will automatically be created for a new program. To create an additional checklist, select Add checklist.
2. Select the edit button.
3. In the edit panel, you can enter a checklist name (e.g., “Week 1 Skills” or “IV Start Protocol”). You can also add a checklist description, which is another opportunity to provide additional information to students and preceptors such as rubrics or other helpful details.
4. When you are done with your edits, select Done to save your changes. To not save your changes, select Cancel.
   
   Note: Use multiple checklists to organize content, such as by week or competency area.  Checklists are used to group skills for student and preceptor actions. Each checklist has its own self assessment survey and preceptor bulk review can be grouped by checklist.

Adding Skills to Checklists

1. Within the checklist, select Add Skill.
2. In this edit panel, you can enter the skill name and description. Skill names will be visible on student transcripts, while skill descriptions can help clarify evaluation expectations and are visible in the course player.
3. You can also select Required if the skill must be completed for the checklist to count as complete. Only Required skills will affect the completion status.
4. After the first skill is created in a checklist, the self assessment survey is created automatically at the top of the checklist. It contains a self assessment question for each skill in the checklist with default responses. It updates automatically as skills are added or changed. A View assessment link will appear for previewing the self-assessment (if available).
5. Above the skill, you also have the ability to adjust self-assessment surveys as Required or not.
6. To delete the skill, select the delete/trash button. To edit again, select the edit button.

Attach a Resource (Optional)

Each skill supports one or more learning resources.

1. Select Add Resource to add a resource.
2. Choose a content type from the following:
   MedBridge Content
   • Course
   • Compliance
   • Microlearning
   • Skills Training
3. Create Your Own
   • Text & Links (e.g., instructions, protocols)
   • Files & Video (e.g., PDFs, MP4s)
   • SCORM Course
   • Quiz
   • Attestation
4. After selecting a content type, follow the prompts to upload or connect content. When you are finished, select Done to save your changes.
   
   Note: Resources support learning but do not affect completion status. The Required status is a visual indicator to the student and preceptor to complete the resource. If needed, Preceptors can still mark a skill as completed even if a required Resource is not completed.

Add Additional Checklists (Optional)

1. Select Add checklist again to include additional training sections.
2. Repeat the process above for each checklist.
3. Use the arrow buttons or drag handle to reorder checklists.

Save the Program

1. Once you are done building out your program, select Save program. If you do not select Save program, your various changes (such as to checklists and skills) may not be saved.
   
   Note: depending on your browser settings, changes made may be saved temporarily to your browser cache even if you do not select Save program. However, we recommend selecting Save program to ensure changes are in fact permanently saved.
2. You can now proceed to assign the program to preceptors and students via the Assign and Preceptors tabs.

Manage Edit Permissions

In order to grant access to admins in different regions or clinics to edit and assign a program you’ve created, change the edit permissions for that program.

1. When viewing a program, select the three dot menu button. 
2. Select Manage edit permissions (or Manage permissions if viewing from the main Skills view).
3. Select the regions and/or clinics to grant permissions, expanding as needed to view additional details. Admins and KT admins in these locations will get access to edit and assign the program.
4. To save your changes, select Save. To leave without saving these changes, select Cancel.

FAQs

Can I reuse skills across multiple programs?
Skills are program-specific. To reuse a skill, recreate it in the new program. You can also copy programs.

Can I edit a checklist after assigning it?
Yes. Admins can add or remove skills and update descriptions. Be aware that edits removing or adding skills may affect student or preceptor progress and historical records.

Do attached resources affect reporting?
No. They enhance the learner experience but do not count toward completion metrics on their own.

What is View assessment in the skill editor?
This link shows a preview of the self-assessment that students will complete.