Tools Used: Adobe Captivate, Photoshop, HTML, CSS, SharePoint

Problem: The Intake Team was responsible for triaging calls from providers and caregiver locations. Their job was to resolve calls they could resolve in the I.T. home grown tracking system or pass them along to the proper clinical team and note the actions taken. The team needed on demand, self-paced microlearning training that could be indexed on SharePoint by role.

Actions: I worked with the Intake team leads using Captivate to record demos of them performing the various procedures by job role. After I recorded the procedures, I developed Step Action Table documents which also lived on SharePoint to accompany the tutorials. To reinforce this media-based learning, we linked in the course to the written step flows using the Reference Document folder icon you see in the screen shot below. I used some CSS style sheets to create the dynamic menu for an Index section that you could choose your role to take your specific branch of the course. I used Photoshop to create the branding and images.

Results: The Intake Team now had their first video based, microlearning library support system on how to perform procedures in the MAT system. This was used to support all new hires in getting familiar with their systemic job role, as well as provided a place to update processes and procedures for tenured staff.