State Agency Personnel/School Nutrition Professionals (SLT)

APPENDIX D: Professional Standards Training Tracker Tool (PSTTT) Training Videos and Transcripts

Contents
Chapter 1: Create a New eAuthentication Account .....................................................................................................................2
Chapter 2: Login for the First Time ...............................................................................................................................................6
Chapter 3: Navigation, Help, and Home Page ............................................................................................................................15
Chapter 4: Adding, Editing, or Deleting Training Records ..........................................................................................................25
Chapter 5: Reports......................................................................................................................................................................34
Chapter 6: Manager/Director Function: Employee List and View Logged Training ...................................................................36
Chapter 7: Manager Function: User Profiles ..............................................................................................................................41
Training Video Screenshots ........................................................................................................................................................44

Page 1 of 46

OMB Control # 0584-0626
Expiration Date: xx/xx/20xx

Chapter 1: Create a New eAuthentication Account
Conversation
Welcome to the Professional Standards Training
Tracker Tool training video series. This is Chapter
1: Create a new eAuthentication Account.
The Professional Standards Training Tracker Tool
operates within the U.S. Department of
Agriculture (or USDA) Food and Nutrition
Services official website.

On-screen Action
SCREEN: Show Title Frame
Title slide shown till the end of the “This is
Chapter….” statement.
SCREEN: Show PSTTT About page

Users must register with an USDA
eAuthentication account to access the Tool.
Professional Standards Training Tracker Tool’s
front page contains information and link to
create a new eAuthentication account. After the
account is successfully created, it may be used to
log into the Training Tracker Tool. This video will
walk you through the steps needed to set up an
eAuthentication account.
Click the “Create Account” link to take you to the
eAuthentication system’s registration page.

SCREEN: Show eAuth screen, click the link.

You will be asked to select your type of user –
Customer or USDA Employee / Contractor.

SCREEN: Select Customer, press Continue

For School and State users, select the Customer
radio button and press the Continue button.

OMB Burden Statement: This information is being collected to assist the Food and Nutrition Service as it helps local educational
agencies and school food authorities to meet the training requirements and assist in keeping track of training as required by the
Healthy Hunger Free Kids Act. This is a voluntary collection and information entered into the free web-based application tool is
solely for the benefit of the local education agencies and school food authority’s staff for the tracking of training and storing staff
training information. This collection brings in personally identifiable information under the Privacy Act of 1974 via the user’s USDA
eAuthentication account. According to the Paperwork Reduction Act of 1995, an agency may not conduct or sponsor, and a person
is not required to respond to, a collection of information unless it displays a valid OMB control number. The valid OMB control
number for this information collection is 0584-0626. The time required to complete this information collection is estimated to
average 1 hour per response, including the time for reviewing instructions, gathering and maintaining the data needed, and
completing and reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this
collection of information, including suggestions for reducing this burden, to: U.S. Department of Agriculture, Food and Nutrition
Service, Office of Policy Support, 1320 Braddock Place, 5th Floor, Alexandria, VA 22314 ATTN: PRA (0584-0626). Do not return the
completed form to this address.
Page 2 of 46

Next, enter your email address and press the
Submit button.

SCREEN: Enter Email, press Submit

A confirmation page will be displayed with a
message stating that an email was sent to the
email address entered. You will need to click on
the link provided in the email message to
complete the registration process.

SCREEN: Display the confirmation message

Check your inbox for an email titled “eAuth Confirm Email”. Open the email and press the
“Confirm email address” button.

SCREEN: Display the email

You will be redirected to the eAuthentication
system’s Account Registration page, where you
will enter your complete name as provided on a
government issued photo ID.

SCREEN: Show Account Registration page, go
through the steps. Show which special characters
are not allowed.

Your email address will become your
eAuthentication ID. The next step is to enter a
password.
Password must be at least 12 characters long and
cannot be a commonly used password.
Finally, press the Submit button.

Page 3 of 46

The Customer Account Registration confirmation
page will be displayed. It will have the
registration completion message. Your
registration details will also be emailed to your
email account.

SCREEN: Show Customer Account Registration
page

Now you can use the user ID (your email
address) and the password you have created to
log in to the Professional Standards Training
Tracker Tool by clicking the “Login with eAuth
Account” button.

SCREEN: Show About page, press the “Login with
eAuth Account” button

It will redirect you to the eAuthentication Login
page.

SCREEN: Show eAuth Login page

Enter your user id and password to access the
Professional Standards Training Tracker Tool.

Page 4 of 46

The very first time you log in, you will need to set
up your Professional Standards Training Tracker
Tool user profile. Please see our separate
training video for this process.

SCREEN: Show Create User Profile page, go
through the steps

Once your user profile is set up, you are
redirected to the tool’s Homepage.
More instructional videos are available under the
Help menu to navigate the tool.

As a reminder, please use the Contact Us menu
item under the Help menu to email
[email protected] for any questions or
challenges you may have while using the
Professional Standards Training Tracker Tool.
Thank you for viewing!

Page 5 of 46

Chapter 2: Login for the First Time
Conversation
Welcome to the Professional Standards Training
Tracker Tool training video series. This is Chapter 2:
Login for the first time.
Start Your Profile

On-screen Action
SCREEN: Show Title Frame

In this section, we will be talking about the fields
needed for all accounts.

SCREEN: Show PSTTT About screen

SCREEN: Show Sub Chapter Intro Screen

The Professional Standards Training Tracker Tool
operates within the U.S. Department of Agriculture (or
USDA) Food and Nutrition Services official website.
A USDA eAuthentication account is required to login
to the Training Tracker Tool. You will need to create
your own eAuthentication account before you can
login to the Tool.
Users must register with an USDA eAuthentication
account to access the Tool.
Professional Standards Training Tracker Tool’s front
screen contains information and link to create a new
eAuthentication account. After the account is
successfully created, it may be used to log into the
Training Tracker Tool. You will need to create your
own eAuthentication account before you can login to
the Tool.
Click the “Create Account” link on the About screen to
create an account.
The Professional Standards Training Tracker Tool is
open to any school nutrition professional, who would
like to track their Professional Standards required
training hours.
On the Training Tracker Tool’s front screen, you will
find information about the functionality of the tool, as
well as,
Information on Creating an USDA eAuthentication
account,
an email contact to get help with our Tool,

ACTION: Point mouse at Create Account link

Information on the Paperwork Reduction Act
Statement,
and our “Login with eAuth Account” button.
When you click the “Login with eAuth
Account” button, you will be directed to the
eAuthentication login screen.
You will need to enter your username and password
that you set for your eAuthentication account here.

ACTION: Select the Paperwork Reduction
Statement
ACTION: Point mouse at login button
ACTION: Click the Login with eAuth Account
button
SCREEN: Show eAuth login screen
ACTION: Enter the login information and click
the Submit button

ACTION: Select the paragraph at the top of
the screen
ACTION: Select the text in the blue box
ACTION: Select the email sentence

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When you submit your information, eAuthentication
does the validation for your user account. If everything
looks good, you will be automatically redirected back
to our Tool. When you reach the Professional Training
Tracker Tool for the first time you will be brought to
the Create User Profile screen.
It shows your First Name,
Last Name,
and email address as you have set them while creating
your eAuthentication account.
All other required fields on the screen must be filled
out before your profile can be saved. The required
fields are indicated by an asterisk. Now, we will work
on setting up a profile.
The first field to fill in is the Hiring Date. This is
intended to be the same date that your manager
would reference as your start date during your annual
review. This field defaults automatically to the current
date, so please make sure to enter your correct hiring
date.
The Category field is critical, as it will determine what
fields are shown on this screen, and also customize
the Training Tracker Tool screens for you. Please
choose the Category which best fits your situation.
There are only three options, SCHOOL, STATE, and
USDA:
1. Select SCHOOL for people working for a school
district, group of schools, or a school directly.
2. Select STATE for people working for a State Agency.
3. Select USDA for USDA staff.
Once you select one of the Categories, the Create User
Profile screen will change. This screen dynamically
responds to your input in several fields, giving you
only the fields you need to complete your profile.
The Role is also a critical field. The options available in
this field are directly linked to the Category you
selected. In general, there are supervisor and staff
options available.
The options in the Job Title field depend on the
Category and Role selected. The selected Job Title
value will define the settings for the required number
of training hours.
This concludes our review of the fields used by all
users. There are more sections in this video that look
at each combination of Category and Role. If you have
started this video from the About screen, they will
play automatically. You may also use the video
controls to jump to the section that most closely
matches your Category and Role as you see it on the
screen.

SCREEN: Show Create User Profile screen;

ACTION: Point mouse at first name field
ACTION: Point mouse at last name field
ACTION: Point mouse at email field

ACTION: Click on Hiring Date field

ACTION: Point mouse at Category field

ACTION: Show options in the category field

ACTION: Select the value for School in
Categories
ACTION: Show options in the Role field, select
Director
ACTION: Show options in the Job Title field

SCREEN: Show Training Videos screen with
Chapter 2 expanded

Page 7 of 46

As a reminder, please use the help email cnpntab@
usda.gov for any questions or challenges you have
while using our website.

SCREEN: Show Sub Chapter Exit Screen.

Create a School Employee User Profile
In this section, we will be showing an example of how
to fill out the profile screen for a School Employee.
To create a user profile for a school employee, you will
want to select School in the Category field.
The next field – Role - represents what role you have
when using our Tool. If you anticipate that you will
only ever log your own training records, select the
Employee role.
The Job Title field is limited to the options which
match the annual training hour requirements as listed
on the Professional Standards Final Rule. This may not
have the exact title that you might use on your
resume, but it is important to make sure that you have
the one that has the correct number of total required
annual hours. You will be able to see the number of
hours assigned to the Job Title you select here
immediately after creating your account.
Once your Job Title is selected, you need to select your
State. The State field displays options for all U.S.
States, U.S. Territories, Department of Defense areas,
and Bureau of Indian Affairs sites. Each user may only
select one state option.
Next you will need to select a School District.

SCREEN: Show Sub Chapter Intro Screen
SCREEN: Show Create User Profile screen.
ACTION: Select School in Category
ACTION: Select the Role - EMPLOYEE

ACTION: Select the School Food Authority –
Part Time Staff (less than 20 hours/week)

ACTION: Select Indiana from the list for the
State value.

ACTION: Select Adams Central Community
Schools

If the School District you need is missing, please send
an email to [email protected], so the district can be
added to the list.
School Employee users will also need to select a school ACTION: Open the Schools drop-down
at which they are working.
Now that we have selected the School District, the
Schools drop-down is populated with all schools in the
District.
If a school is missing from a School District, you may
add a new school using the “Add New School” button
below the Schools field.
Clicking on the “Add New School” button displays a
window that allows user to enter school information
through six required fields: State or Territory, School
District, School Type, School Name, City, and Zip.
There is the ‘School Types Guidance Chart’
information link above the School Type field. It opens
a document in a new browser tab which provides
information on different school types available.
Filling in this screen will add a new school to the State
and School District entered. Note that the State and

ACTION: Click the Add New School Button

ACTION: Click the School Type link, and
return to form showing data in the screen.
ACTION: Fill out the fields:
School = A Sample School;
Page 8 of 46

School District default to the ones you selected for
your Profile and are not editable.
Now that the school has been added to the school list,
it can be selected from the Schools field.
If the Training Tracker has any Managers set for the
school you selected, they will be displayed in the
Manager filed. Manager is not a required field for this
screen.
Once all fields on the Create User Profile screen has
been filled out, press the “Create” button at the
bottom of the screen to save the information. This will
now take you to the Professional Standards Training
Tracker Tool Home screen.
This concludes our example for creation of a School
Employee user profile.

City = Adams; Zip = 45678. Click the Save
button.
ACTION: Select the new school.
ACTION: Point to the Manager field

ACTION: Show with mouse ready to click
Create button

SCREEN: Show Sub Chapter Exit Screen

The last section of this video will demonstrate some of
the screens you will have access to after your user
profile creation.
As a reminder, please use the help email at
[email protected] for any questions or challenges
you have while using our website.
Create a School Manager User Profile
In this section, we will be showing an example of how
to fill out the profile screen for a School Manager.
Set the Category to School.
The next field – Role - represents what role you have
when using our Tool. If you are expected to directly
monitor or manage training progress for a group or
are expected to log training for your employees - then
Manager is what you should select for the Role.
The Job Title field is limited to the options which
match the annual training hour requirements as listed
on the Professional Standards Final Rule. This may not
have the exact title that you might use on your
resume, but it is important to make sure that you have
the one that has the correct number of total required
annual hours. You will be able to see the number of
hours assigned to the Job Title you select here
immediately after creating your account.
Once your Job Title is selected, you need to select your
State. The State field displays options for all U.S.
States, U.S. Territories, Department of Defense areas,
and Bureau of Indian Affairs sites. Each user may only
select one state option.
Next you will need to select a School District.
If the School District you need is missing, please send
an email to [email protected], so the district can be
added to the list.

SCREEN: Show Sub Chapter Intro Screen
SCREEN: Show new Create User Profile
ACTION: Select the School Category
ACTION: Select Manager role

ACTION: Select Manager Job Title

ACTION: Select Indiana

ACTION: Select Adams Central Community
Schools

Page 9 of 46

School Manager users will also need to select one or
more schools at which they are working.
Now that we have selected the School District, the
Schools field is populated with all schools in the
District.
Clicking on the “Add New School” button displays a
window that allows user to enter school information
through six required fields: State or Territory, School
District, School Type, School Name, City, and Zip.
There is the ‘School Types Guidance Chart’
information link above the School Type field. It opens
a document in a new browser tab which provides
information on different school types available.
Filling in this screen will add a new school to the State
and School District entered. Note that the State and
School District default to the ones you selected for
your Profile and are not editable.
Now that the school has been added to the school list,
it can be selected from the Schools field.
You can select multiple schools by using the Control or
CTRL key and your mouse.

ACTION: Click the Add New School Button

ACTION: Click the School Type link, and
return to form showing data in the screen.
ACTION: Fill out the fields:
School = A Sample School;
City = Adams; Zip = 45678. Click the Save
button.
ACTION: Select the new school.

If you just want to select a single school, you would
just use the mouse to make a single click. Notice how
now only one school ends up being selected.

ACTION: Open the Schools list and show how
to select two schools in a row, by selecting
Shady Lane School and Swiss Valley School.
ACTION: Click on the value for Winchester
Amish School to remove all the other visible
selections.

If you want to select multiple schools, you need to
hold down the Control key as you click with the
mouse. The mouse will allow you to scroll and select,
but the Control key allows you to hold onto the
schoolss selected.
We will go ahead and select two more schools. The
first thing I do is to hold down the Control key. This
will hold onto the first selected school. Then I will
scroll up and select two more schools.

ACTION: Hold CTRL. Add Adams Central
Elementary School and Adams Central High
School. Then scroll back down to Winchester
Amish School and back to the top.

Since the Control key was held, it keeps all selections.
If we continue to hold the Control key, we can select
as many or as few values as we need.
For example, if I clicked the middle school instead of
the high school by mistake, I would click the high
school value again while I still have that Control key
held down.
Then I select the Middle School I wanted while holding
down the Ctrl key.
If the Training Tracker has any Managers set for the
schools you selected, they will be displayed in the
Manager field. Manager is not a required field for this
screen.
Once all fields on the Create User Profile screen has
been filled out, press the “Create” button at the

ACTION: Hold CTRL. Click the Adams Central
High School value.
ACTION: Add Adams Central Middle School
ACTION: Point to Manager field

ACTION: Show with mouse ready to click
Create button
Page 10 of 46

bottom of the screen to save the information. This will
now take you to the Professional Standards Training
Tracker Tool Home screen.
This concludes our example for creation of a School
Manager user profile.

SCREEN: Show Sub Chapter Exit Screen

The last section of this video will demonstrate some of
the screens you will have access to after your user
profile creation.
As a reminder, please use the help email at
[email protected] for any questions or challenges
you have while using our website.
Create a School Director User Profile
In this section, we will be showing an example of how
to fill out the profile screen for a School Director.
Set the Category to School.
The next field – Role - represents what role you have
when using our Tool. If you are expected to monitor or
manage training progress for the entire school district
- then Director is what you should select for Role.
The Job Title field is limited to the options which
match the annual training hour requirements as listed
on the Professional Standards Final Rule. This may not
have the exact title that you might use on your
resume, but it is important to make sure that you have
the one that has the correct number of total required
annual hours. You will be able to see the number of
hours assigned to the Job Title you select here
immediately after creating your account.
Once your Job Title is selected, you need to select your
State. The State field displays options for all U.S.
States, U.S. Territories, Department of Defense areas,
and Bureau of Indian Affairs sites. Each user may only
select one state option.
Next you will need to select a School District.
If the School District you need is missing, please send
an email to [email protected], so the district can be
added to the list.
Once all fields on the Create User Profile screen has
been filled out, press the “Create” button at the
bottom of the screen to save the information. This
will now take you to the Professional Standards
Training Tracker Tool Home screen.
This concludes our example for creation of a School
Director user profile.

SCREEN: Show Sub Chapter Intro Screen
SCREEN: Show new Create User Profile
ACTION: Select School in Category
ACTION: Select Director in Role

ACTION: Select Director in Job Title

ACTION: Select Indiana from the list for the
State value.

ACTION: Select Adams Central Community
Schools

ACTION: Show with mouse ready to click
Create button

SCREEN: Show Sub Chapter Exit Screen.

The last section of this video will demonstrate some of
the screens you will have access to after your user
profile creation.
Page 11 of 46

As a reminder, please use the help email at
[email protected] for any questions or challenges
you have while using our website.
Create a User Profile for a State User
In this section, we will be showing an example of how
to fill out the profile screen for a State user.
Set the Category to State.
The next field – Role - represents what role you have
when using our Tool. If you anticipate that you will
only ever log your own training records, select the
Staff role. If you are expected to directly monitor or
manage training progress for a group or are expected
to log training for your employees - then Manager is
what you should select for the Role. If you are
expected to monitor or manage training progress for
the entire State Agency - then Director is what you
should select for Role.
We are going to tackle the State Agency Staff role first.
The Job Title field is limited to the options which
match the annual training hour requirements as listed
on the Professional Standards Final Rule. This may not
have the exact title that you might use on your
resume, but it is important to make sure that you have
the one that has the correct number of total required
annual hours. You will be able to see the number of
hours assigned to the Job Title you select here
immediately after creating your account.
Once your Job Title is selected, you need to select your
State. The State field displays options for all U.S.
States, U.S. Territories, Department of Defense areas,
and Bureau of Indian Affairs sites. Each user may only
select one state option.
If the Training Tracker has any Managers set for the
State you selected, they will be displayed in the
Manager field. Manager is not a required field for this
screen.
Same fields are displayed for the State Agency
Manager Role.
For the State Agency Director Role the Manager field
is hidden.
Once all fields on the Create User Profile screen has
been filled out, press the “Create” button at the
bottom of the screen to save the information. This will
now take you to the Professional Standards Training
Tracker Tool Home screen.
This concludes our example for creation of a State
user profile.

SCREEN: Show Sub Chapter Intro Screen
SCREEN: Show new Create User Profile
ACTION: Set State in Category

ACTION: Select the value for Staff in Role
ACTION: Select Job Title

ACTION: Select Indiana from list in State

ACTION: Point to the Manager field

ACTION: Select the value for Manager in Role
ACTION: Select the value for Director in Role
ACTION: Show with mouse ready to click
Create button

SCREEN: Show Sub Chapter Exit Screen.

Page 12 of 46

The last section of this video will demonstrate some of
the screens you will have access to after your user
profile creation.
As a reminder, please use the help email at
[email protected] for any questions or challenges
you have while using our website.
Create a User Profile for a USDA User
In this section, we will be showing an example of how
to fill out the profile screen for a USDA user.
Set the Category to USDA.
The next field – Role - represents what role you have
when using our tool. Only one Role – Manager – is
available for USDA users.
The Job Title field is limited to the options which
match the annual training hour requirements as listed
on the Professional Standards Final Rule. For USDA,
there are no required training hours. You’ll also note
only one Job Title is available- Manager.
Once your Job Title is selected, you need to select your
FNS Office.
If the Training Tracker has any Managers set for the
FNS Office you selected, they will be displayed in the
Manager field. Manager is not a required field for this
screen.
Once all field on the Create User Profile screen has
been filled out, press the “Create” button at the
bottom of the screen to save the information. This will
now take you to the Professional Standards Training
Tracker Tool Home screen.
This concludes our example for creation of a USDA
user profile.

SCREEN: Show Sub Chapter Intro Screen
SCREEN: Show new Create User Profile
ACTION: Set USDA in Category
ACTION: Select Role
ACTION: Select Job Title

ACTION: Select FNS Office
ACTION: Point to the Manager field

ACTION: Show with mouse ready to click
Create button

SCREEN: Show Sub Chapter Exit Screen.

The last section of this video will demonstrate some of
the screens you will have access to after your user
profile creation.
As a reminder, please use the help email at
[email protected] for any questions or challenges
you have while using our website.
After Profile Creation Screens
In this section, we will show you how to find your
profile details once you are logged into the Training
Tracker Tool.
You can find your profile information under the
‘Profile’ option of the ‘Welcome...your name’ menu.
When you click on Profile, you will see the User Profile
screen populated with your information.
To edit your profile information click the “Edit”
button.

SCREEN: Show Sub Chapter Intro Screen
SCREEN: Show the Dashboard screen of a
school employee profile
ACTION: Click on Profile under Welcome

ACTION: Click on the Edit button.
Page 13 of 46

When the Edit User Profile screen opens, it will look
and act much like the Create User Profile screen that
we just used. The set of fields displayed on this page
wil depend on Category and Role selected. This is a
Edit User Profile page for a School Employee.
You can update your Hiring Date, Role, Job Title, and
Manager selections. Changes submitted here will take
effect immediately.
Once we click the “Update” button at the bottom of
the screen, the Tool will make the updates. This popup message is letting you know that the changes were
successful, and that we are being taken back to the
your User Profile screen.
As a reminder, please use the Contact Us menu item
under the Help menu to email [email protected] for
any questions or challenges you may have while using
the Professional Standards Training Tracker Tool.

SCREEN: Show Edit User Profile page for a
School Employee

ACTION: Make an edit to the hiring date
ACTION: click update to show the pop screen.

SCREEN: Show Closing Frame

Thank you for viewing!

Page 14 of 46

Chapter 3: Navigation, Help, and Home Page
Conversation

On Screen Action

SCREEN: Show Chapter Title Screen
[Music]
Welcome to the Professional Standards Training Tracker Chapter Intro screen shown till the end of the “This is
Tool, training video series. This is Chapter 3: Navigation, Chapter….” statement.
Help, and Home Page.
There are three sub-chapters to this video. We recommend
this whole video be viewed by all users.

Navigation Overview

---- Navigation Overview ---SCREEN: Show Sub Chapter Title Screen Subchapter Intro
screen shown till end of statement “Navigation Overview”

This is the Home Page. We will go over this page in more SCREEN: Show PSTTT Home Page, logged in to the QA
detail later in the video, but let’s look at the menu options environment, with the richard123 school employee profile
first.
There are six main menus available to all user categories
and roles. These are, going from left to right Home,
Training, Reports, Online Resources, Help, and Welcome.

Before we look at each of these in detail, we wanted to ACTION: Tab until the Skip to main content link appears.
mention, for some of our users, that we have a skip ACTION: Use mouse to point to the Skip Navigation option
navigation feature. If you tab onto the menu bar you will at the top of the page.
be given an option to skip the menu bar completely. Some
users might find this useful.
We will go ahead and look at those menu options in more
detail now. We have two basic types of menus: those that
are direct and those that have sub-menu options.

Page 15 of 46

The Home menu option will return you to your Home Page
from anywhere in the Tool. This is an example of a direct ACTION: Click on the Home option
menu option. Activating this option is done with one click
of the mouse, or by using the Enter key.

The Training menu is next, and this is an example of a menu
option with sub-menus. It has 2 sub-menus: Training
History and Enter Training.

With a mouse, you can hover over the menu to see the
options.

ACTION: Hover over training with the mouse

With the keyboard controls, each page will bring the focus
to the page content. You will use shift + tab to go to the left
through the menus, or tab to go to the right. Once you are
on the menu item you want use, the Enter key will activate
the option selected.

ACTION: Use shift+tab, 3 times to get to Online
Resources
ACTION: Use tab to go to Help
ACTION: Use shift+tab, 3 times to get to Training

You would select a sub-menu title by either clicking with
the mouse, or selecting it with the up or down arrow keys ACTION: Click on the Training History link
and using Enter. All menus with sub-menu options will
work in the same way.

We have gone ahead and selected the Training History. ACTION: show with mouse the school year drop down as
This page displays the trainings that have been recorded by talking
you, for this current school year. There is a school year
dropdown that will allow you to select other school years.
Please note, that the school year begins each year on July
1, so, after that point this page will appear empty, until you
enter in at least one training for the new school year.

Page 16 of 46

The Enter Training screen is a form that allows you to log a
training. This page is part of the core of our site, so we ACTION: Click on Enter Training
would invite you to see the video titled ‘Chapter 4.0:
Adding, Editing, or Deleting Training Records’ for a more
detailed look.
At a high level, this page accesses a database of training
titles that have been provided by multiple sources.

If you start typing in the training field, you will see the ACTION: Type the word “cook” into the training field.
training title options available that match what you type. Select “Back to Basics: How to Incorporate Scratch Cooking
You do not need to type the title exactly. The search will Techniques Into Your School Kitchen”
return any titles that contain the word you type, or a similar
word anywhere in the title.

Enter Training does have some dynamic page elements
ACTION: Point to the Key Area... elements
that only appear once you have selected a training title.

There are a number of required fields that need to be filled SCREEN: Scroll down to show the bottom of the page
in for each training. For example, each user must select at
least one name from the employee table, even if that is the
only name being shown. Managers would see more names
here, and would be able to select multiple employees at
once.
When you enter a training on this screen, you will be
returned to your Training History page, where you will see
the training added to the page, under the correct school
year.

Going back to our menu bar, we will click on the Reports
option. This is a direct menu link that opens the Reports ACTION: Click the Reports menu
page.

Page 17 of 46

There are multiple Report Types that can be selected. ACTION: Open the Report Type drop down to show the
These are Detailed Report, Summary Report and the four different reports
specific summary reports: Summary Report by Key Area,
Summary Report by Training Topic, Summary Report by
Learning Objectives, and Summary Report by Training Title.
The default is the Detailed Report, which provides a single
line for each training logged for the people you select to
include in the report. The various summary reports will
usually provide one line for each person, for each school
year.

At the top of the page area, there is a short summary for
each report that will tell you

ACTION: Select the text at the top of the page

what to expect, and what the required fields are for that
report.
Here is the Summary Report.

ACTION: Change to Summary Report

When all required fields for a report are selected, you can
use the View Report button to open the report results in a ACTION: Click the View Report button
browser tab.
Using the controls at the top left of the page, you can
review and export the report results. The formats available
include PDF, Excel, Word, and other formats.

When you are done, you will want to click the Close button
at the bottom of the report to return to the Report screen ACTION: Click the Close button
in the Professional Standards Training Tracker Tool . Back
on the menu bar, our next menu option is Online
Resources. Clicking on this option directly opens the Online
Resources page.

Page 18 of 46

The Online Resources page displays links to pages outside
of the Training Tracker Tool that provide more information ACTION: Click the Online Resources menu
on Professional Standards, and other tools provided by the
Food and Nutrition Service office.

The next menu option is Help. This menu has its own
section in this video. Briefly, this menu has three sub-menu ACTION: Show the Help sub-menu options
options: User Guides, Training Videos, and Contact Us.
Please see the other section of this video for more details.
The last menu option is the Welcome menu. The full name
of this includes the logged in user, or your name. As you
can see, our menu is ‘Welcome, Richard Test Record’. This
menu has two sub-options: Profile and Log out.

When you click on Profile, you will see the User Profile page
that summarizes your information. As you can see, we are ACTION: Click on the Profile option
using the Richard Test Record as our account for this

video. This screen also shows your date of hire, email, and
manager information. Since this sample profile is for a
School Employee, this screen displays their assigned
school. For State or FNS users, this would show your state.

This screen is read-only, however down at the bottom
there is an Edit button. A user who has changed their ACTION: Click the Edit button
school or from part-time to full-time might use this to
update their profile.

Only certain fields can be edited while you are logged into
ACTION: Change the hiring date
the system. These are the fields that are not grayed out.

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Many of the fields may be edited if you send in a request SCREEN: Scroll down slowly to show the page.
via either the Contact Us page, or the help email. Your First
Name, Last Name and Business email are tied to your
eAuthentication account and therefore can not be changed
on the Professional Standards Training Tracker Tool.
Changes submitted on this Edit page will take effect
immediately, and will affect who can see you and your
training records.

Once we click the update button at the bottom of the
screen, the system will make the updates. This pop-up ACTION: Click the Update button.
screen is letting you know that the changes were
successful, and that we are being taken back to the Home
page.

The last menu option available is the ability to Log Out of ACTION: Use the mouse to highlight the Log out link under
the system. We are going to skip clicking at this time.
the Welcome menu
If we had clicked that link, the USDA servers are set to try
to automatically close your browser window. If you are
using Microsoft Internet Explorer as your browser, the
window will close. Users of other browsers will see a
message, but it will not close your

window. Either way, your account will be logged out.
That wraps up our review of the six standard menu options.
There are a few menus only available to certain roles or
user categories that were not covered in this video. These
will be covered in other videos in greater detail for those
roles.

As a reminder, please use the help email at SCREEN:
Show
Sub Chapter
Exit
[email protected] for any questions or challenges you Show exit screen till entire statement is read.
have while using our website.

Page 20 of 46

Screen

Help Menu

---- Help Menu ---SCREEN: Show Sub Chapter Title Screen. Subchapter Intro
screen shown till end of statement “Help Menu”

In this section, we will be going over the Help menu option. SCREEN: Show Home Page for richard123 in QA

This menu has three sub-menu options: User Guides,
Training Videos, and Contact Us.

ACTION: Hover over the Help menu

The User Guide is an online user manual which is available
for reading, or downloading as a pdf. You can print out ACTION: Select the User Guide option
certain pages, chapters or the whole manual if desired.
The information in the user guide links to the role setting
in your user profile. We have logged in as a sample School
Employee, so the User Guide available is the standard
Employee user guide. This guide is applicable for any
Employee or Staff user. There is a separate User Guide for
Managers and Directors that would be automatically
available under their profile.

The next Help sub-menu is Training Videos. This page ACTION:
Navigate
back to PSTTT. Select Training
allows user to view all of the available training videos. Videos from Help menu.
There are multiple videos which cover broad topics for our
system. All published videos appear on this

page. The first two videos are also available via links on
the Tool’s About page.
Each video will play on this page. It might be helpful to ACTION: Push Play, and then pause. Circle the Full Screen
resize the video window to fill your screen using the button
available Full Screen option at the bottom, far right.

There are additional video controls at the bottom of the
ACTION: Point mouse at play/pause button
video window such as the play/pause button,

Page 21 of 46

volume control,

ACTION: Point mouse at volume control

video time display,

ACTION: Point mouse at video timeline

closed captioning toggle,

ACTION: Point mouse at closed captioning

ACTION: Point mouse at settings
and settings, that may be useful.
Your computer's video player software will also affect
viewing. If there are any problems that are not fixed with
the displayed controls, please request your computer’s
technical support team to help you.

Many of the videos are segmented by Sub-Chapters. You
ACTION: Select the Chapter 4 video
will see these as links under main chapter heading.

Clicking on the main chapter link will play all sub-chapters.

ACTION: Point mouse at Chapter 4.0

Clicking on a sub-chapter link will allow you to jump to that
ACTION: Move mouse over sub-chapter links
section and skip over other sections in the same topic.

Returning to the Help menu, we have one more sub-menu
to go, Contact Us. The Contact Us page allows you send a ACTION: Click on the Contact Us option.
message into the system administrators, so they can
provide you help, or you might make suggestions for new
functions or bug fixes. This page is customized to your
account by default.

The title here, is going to become the Subject line of the
email that is sent to the system administrators. It should be ACTION: Point mouse at Title field
a very short summary of the message.

The Name and

ACTION: Point mouse at name

Email Address fields contain your information by default.
These may be changed if you are sending a message for a ACTION: Point mouse at email address
different user.
The Phone Number field is optional.

ACTION: Point mouse at phone number field

Page 22 of 46

The Message field will be the body of the email. Please use
ACTION: Point mouse at message area
this field to give us as much detail as possible.

At the bottom there is a checkbox to use if this problem or
help request is related to Section-508 or ease of use. Please ACTION: Point mouse at Accessibility
check this box, if appropriate.
Since this is a relatively simple form, we want to use this
page to show the general idea of our field validation
messages. Most fields on this page are required, and their
field title ends with an asterisk character. In the page
header area, we can find the message that lets us know
that this means this field is required.

If we try to use the Send Message field without making any
changes to the page we will see two field validation ACTION: Click the Send Message button
messages appear. The first one is for the Title field. The
message appears in red text, under or after the field to
which it is linked. This one states, “The Title* field is
required.” That field name is included so that you can find
the exact field which has the problem.
Until all screen messages are resolved, you will not be able
to save, or in this case, transmit the information in the
fields.

That wraps up our review of the Help menu.
As a reminder, please use the help email at SCREEN:
Show
Exit Sub Chapter
[email protected] for any questions or challenges you Show exit screen screen till end of statement.
have while using our website.
Home Page

Screen

---- Home Page ---SCREEN: Show Sub Chapter Title Screen Subchapter screen
shown till end of statement “Home Page” is spoken.

Page 23 of 46

The Professional Standards Training Tracker Tool Home
Page is your personal training dashboard, and is displayed SCREEN: Show Home Page
when you log into Training Tracker Tool and also when you ACTION: Point mouse at Home menu
click the Home menu link.

The top of the page gives a very brief summary of what
the site does.

ACTION: Select/highlight the top paragraph

In the center of the screen, is a line showing you the ACTION: Use the mouse to select/highlight all the row
current date, how many days are left in the school year,
and how many training hours you must take to meet your
annual requirement.

This area has a date countdown from July 1st of a year to
the following June 30th. It tracks both the yearly required ACTION: Leave row selected/highlighted
amount of training and the amount of training you have
logged into the system, to give you a remaining amount of
hours needed for the current school year.

With this profile, we have a single training record
completed for the 2018-2019 school year, on August 7, ACTION: Leave row selected/highlighted
2018, that was 15 mins or
0.25 hours in length. The screen shows that
9.75 more hours are needed, because it is subtracting that
0.25 hours from a 10 hour full time employee goal. Your
goal amount is linked directly to the Job Title in your
Profile.

At the bottom of the Home Page, there is an area that will
display the most recent 5

ACTION: Select/highlight the table in the Recent Training
section.

training titles that were logged in. As training records are
added, this table will change based upon the training titles
logged. The most recent completion date is displayed at
the top.

Page 24 of 46

Currently, this is showing training records completed based ACTION: Select/highlight, just the school year column in
on school year.
the recent training table
This concludes our review of the Home Page.
As a reminder, please use the help email at
[email protected] for any questions or challenges you SCREEN: Show Exit Sub Chapter Screen
Show exit screen till entire statement is read.
have while using our website.
Thank you for viewing! [Music]

Page 25 of 46

Chapter 4: Adding, Editing, or Deleting Training Records
Conversation

On screen Action

[Music]

SCREEN: Show Title Screen
Chapter Title screen shown till the end of the “This is
Welcome to the Professional Standards Training Tracker
Tool, training video series. This is Chapter 4: Adding, Chapter….” statement.
Editing, or Deleting Training Records.
Adding a Training Record

------Adding a Training Record-----SCREEN: Show sub-Title Screen
Subchapter Intro screen shown till end of statement
“Adding a Training Record”

In this section, we will look at how you would create a
training record, and how you can see the impact within the
SCREEN: Show PSTTT Homepage, logged in to the QA
other pages.
environment, with the richard123 school employee profile
The Professional Standards Training Tracker Tool’s primary
purpose is to allow users to create training records for use
in annual reviews. These records can be created by the
person who took the training, or by his/her manager.
We will be using an Employee or Staff level account for this
video. For our example, we will be showing the fictional
account of Richard Test Record. Richard is a full-time School
Employee, who has training records in both the current and
ACTION: Use the mouse to highlight the rows in the Recent
previous school year.
Training table.
Here on the Homepage, you can see that there is a training
record for the 2018-2019 school year that was 15 mins or
0.25 hours in length. This is the first line in the Recent
Training table, and we have selected it here on the screen.
If you were to look at the Training History page, this would
be the only record showing up for the 2018-2019 school
year.
ACTION: Use the mouse to highlight the first line.
His screen shows that he needs 9.75 hours more, because
it is subtracting that 0.25

ACTION: Select/highlight the line in the middle of the
page.

Page 26 of 46

hours from his 10-hour full-time employee goal.
We are going to look more closely at that training record
later, but we needed to make sure you were aware of what
the Home and Training History pages were showing before
we enter in a new record.

To log in a training, go to the Training menu, select Enter ACTION:
Select
Training. This page is available to all user accounts who Training menu.
have an eAuthentication login.

Enter

Training

from

the

The Enter Training page is a form that allows you to record
many of the details for the training. It will be helpful to have
any training materials that were handed out, or the
registration records available, so you can refer to them if
needed.

The header section lets you know that the required fields ACTION: Select the * line in the header
will be marked with an asterisk.

To enter a training record, you need to start typing a ACTION: Click on the Training Title field.
training title or a word that is in the training title, in the
training title field.
The Training Title field will attempt to match what you
enter to the ones that are already included in our database.
It starts to search when you start typing in the training title.

The training titles that we have for you to select from are ACTION: Point to the Add New Training Title button with
from the Professional Standard Training Database and the mouse
those added by users, so there is a good chance that our list
might be missing a newly created training title. If this
happens, you will need to use the Add New Training Title
button, located below or after the Training Title field, to
create a new training title to add to the Professional
Standards Training Tracker Tool database.

Page 27 of 46

Please see the ‘Creating a new training title’ subchapter at ACTION: Type the word fresh in the training title field.
the end of this video for more details on how to create a
new training title.
For now, let’s go ahead and finish this page using an
existing title.
ACTION: Scroll down so the whole results field can be
seen on the screen.
For our example, we are trying to record a training session
for the”Fresh Fruit and Vegetable Program Webinar”. So
we will start by typing the word ‘fresh’ in the field’.
The system found quite a lot of training titles with the word
fresh in their title. We need to select the one that matches
our materials. It is the 12th entry in this list. We can arrow
down, or use the mouse to select the correct title.
Selecting a title will add the full title to the field. It also has
added some training details to several fields on the screen. ACTION: Circle around the new table
The training titles are represented by combinations
between Key Areas, Training Topics, and Learning
Objectives. Once you select the Training Title, it adds a
table to the screen where you may select one or more of
the combinations shown.
These are linked to the Training Title, and if you change or
adjust the Training Title, this table will refresh and all
selections will be lost.
We will use the select checkbox that is just above the table,
to select all available combinations.
Scrolling down, the Training Provider, Training Hours,
Training Minutes fields were filled in, when the training title ACTION: Check the ‘Select all combinations in the table
was selected. If there is a discrepancy in the training below’ checkbox
hours/minutes in our system and how many hours/minutes
your training provider said the training would

Page 28 of 46

fulfill, please add a new training title so that you have the
correct time credit for the training you attended.
The next field we need to work with is the Completion Date.
This is the date on which the training was completed. This ACTION: change training date to A few days in the past
will default to the current date but can be changed.
The school year is a critical value. This will dictate where
this is counted for the annual training goal. It is possible to ACTION: Select a school year value
add Training records retroactively for a school year.
At the bottom of the page, you must select at least one
employee. Employee or staff level users will only see their ACTION: select employee name
name, however, managers or directors would be able to
see multiple names in this table.
Once all of the required fields for the training have been
filled out, you may press the save button at the bottom of
the screen. The system will bring up a few confirmations ACTION: Click the save button ACTION:
and then it will redirect you to your training history page.
Complete the dialog screens
The training history page will show you your training
records by school year. The main part of the page will show
you the Training Title, Completion date, and the length of
training. As you can see the new training that we added
now appears on this page for the current school year.
This has been an example of entering a new training record.
As a reminder, please use the help email at
[email protected] for any questions or challenges you
have while using our website.

SCREEN: Show Sub Chapter Exit Screen
Show
exit screen
till the end
statement.

Page 29 of 46

of

the

Editing a Training Record

-------Editing a Training Record--------SCREEN: Show sub-title Screen Subchapter title screen
should be shown till end of statement “Editing a Training
Record”

In this section, we will talk about editing an existing training
SCREEN: Resume showing Training History screen.
record. We are starting on the Training History page. You
can open the Training History page under the Training
menu.
The training history page will show you your training ACTION: click on the training title for the newly added
records by school year. The training part of the page will training
show you the Training Title, Completion date, and the
length of training.
By clicking on a training title, you will be able to open the
training details.
The Training Details page allows you a summary view of the
training information. Most of the information displayed is
read-only, however there are some very useful buttons at
the bottom of this page.
The edit training button allows you to make small changes
to the training record such as correcting a training
completion date.
The upload training documents button, allows you to
attach electronic copies of documents or files that relate to
ACTION: Point to the edit button
the training.
The delete training button, allows you to delete this
training if it was entered in error. We will look at the delete
ACTION: Point to the upload docs button
button in another sub-chapter.
We will now look at Editing a training record.
The Edit Training page contains the same fields as the Enter ACTION: Point to the delete button ACTION:
Training page, however many of these are locked against
click on the edit button
changes. If

Page 30 of 46

you need to adjust something that is locked, delete the ACTION: scroll down on the page
training record and add a new training title with the correct
information. Adding a new training title is discussed further
in another sub-chapter.
We will not be making any changes to this page so instead,
ACTION: Click the Cancel button
we will use the cancel button at the bottom to return to the
training details.
You may have additional supporting documents to attach
ACTION: from the training detail page click the upload
with the training you have recorded. Once you have
training documents button
electronic copies of the documents, you may use this
upload document page to attach it.
The document title field is a free text field that allows you
to create a document name that will be displayed within ACTION: Type in a value in the document title field
the Professional Standards Training Tracker Tool.
The document type drop-down allows you to select a ACTION: Select a value in the doc type drop down
category for this document.
ACTION: Click browse and select a document. Click the
The browse button on the right-hand side allows you to upload button.
search through your computer’s files to find the document
you want to attach.
ACTION: Point to the uploaded document. ACTION:
You can see the document that was attached show up on
this page.
Point to the document delete link ACTION: Click the
This page allows you either add or delete documents
attached to this training.
return to training button
Once we are done uploading documents we can return to
ACTION: Point to the uploaded documents area
the training details page.
Now that we return to the training details you will also see
that the uploaded documents can be viewed on this page
as well.
This has been an example of editing a new training record.

Page 31 of 46

As a reminder, please use the help email at SCREEN: Show Sub Chapter Exit Screen
[email protected] for any questions or challenges you Show exit screen till the end of the statement.
have while using our website.
-------Deleting a Training Record--------Deleting a Training Record
SCREEN: Show sub-title Screen
Subchapter intro screen shown till the end of statement
“Deleting a Training Record” is spoken.
In this section, we will discuss the steps and guidelines for
deleting a training record.
You may only delete a training record where you have 100
% ownership. When there is a clear ownership, this Training
Details page will provide a delete button. If there is no clear
ownership, this page will hide the delete button.

SCREEN: Show the training details page ACTION: Point
to the delete button

Using this delete button will delete the entire training
record as if it never happened, and it will be removed from
the training history of every training participant.
An example of when it might be appropriate to delete the
training record is if the training was logged with a similar,
but incorrect Training Title. Since the Training Title is a
value that may not be edited, you would delete and then
re-log the training with the correct Training Title.
If a training record needs to be deleted for a one or more
employee, a manager or director user will be able to work
with the Edit button to remove the employee from the
training record.
This has been a discussion of deleting a training record.

ACTION: Point to the list of employees

As a reminder, please use the help email at
[email protected] for any questions or challenges you
have while using our website.

SCREEN: Show Sub Chapter Exit Screen Show exit
screen till end of the statement.

Page 32 of 46

Adding a New Training Title

-------Adding a New Training Title--------SCREEN: Show sub-title Screen Subchapter screen
shown till end of statement “Adding a New Training Title”

In this section, we will look at how to add a new Training SCREEN: Show the Enter Training Screen
Title.
Earlier in this video, we referenced that it is possible that a
training might be missing from the Training Title drop-down
field. In order to add a new training title, you will need to
have all the details of the training. Then, go to the Enter
Training page.
Below the Training Title field, is a button that is labeled
‘Add New Training Title.’ Clicking this button, opens a series ACTION: Click the Add New Training Title button
of pages that allow us to enter in the details needed to
create a new training title.
On the Enter Training Title Details page you will need to
record the Training Title,
length of training, Training

SCREEN: Show Enter Training Details screen ACTION: Fill
in a training title
ACTION: Fill in a length of training ACTION:

Provider,

Fill in a training provider ACTION: Fill in a

and the Training Format. The title used here will be
training format
displayed in the Training Title drop down field, on the Enter
Training page.
All fields on this page are required except for Training ACTION: Click on the Proceed................. button
Format. Click on the ‘Proceed to key area selection’ button
to continue.
On the Select Key Areas page, you will need to click as many
key areas as are covered by the training.
You must select at least one Key Area, and click the ACTION: Click on Key Areas ACTION: Click
‘Proceed to training topic selection’ button to continue..
the Proceed....................................... button
For our example, we are selecting all four options.

Page 33 of 46

Each key area is divided into training topics. On ACTION: Click on one training topic for each
the Select Training Topics page, you will need key area
to select at least one training topic for each key
area that you indicated on the last page.
Once this page is complete, click on the
‘Proceed to learning objective selection’ ACTION: Click the Proceed... button
button to continue.
Each training topic is further subdivided into
learning objectives. On the Select Learning ACTION: Click one learning objective for each
Objectives page, you will need to select at group on the page
least one learning objective for each training
topic that you indicated on the last page.
Once you are done, click the ‘Proceed to
ACTION: Click the Proceed... button
preview all selections’ button to continue.
The Preview Training Title Details page will
provide you a chance to see all of the ACTION: Click the Save button
information you have entered for this new
training. This page allows you to review the
data, and either go back and edit it, or you can
click the Save button and save the information
into the training title database.
Once we return to the Enter Training page, we
ACTION: Show the new training title in the
can search for and find the new training title
list
This has been an example of adding a new
Training Title.
As a reminder, please use the help email at
[email protected]
for any questions or challenges, you have
while using our website.
Thank you for viewing!
[Music]

SCREEN: Show sub-chapter exit screen
Show exit screen till end of the statement.

SCREEN: Show Exit Screen

Page 34 of 46

Chapter 5: Reports
Conversation
Welcome to the Professional Standards Training
Tracker Tool training video series. This is Chapter 5:
Reports.
The button to access the report feature in the
Professional Standards Training Tracker Tool is
located on the main menu bar.
Clicking the Reports button opens a form that allows
users to run reports on training data that has been
entered into the tool.
You can select the report to be run from the Report
Type drop-down. The default selection is the Detailed
Report.
A description for the report selected is displayed on
the top of the screen. The description changes as you
change Report Type selection.
You can enter the search criteria into the set of fields
that is different for each report. Most of the search
criteria fields are not required, but those that are
required are marked with an asterisk.
No matter which report is selected, you will need to
select one or more employees. Every user needs to
select at least their own name in the Employees field
to run a report.
State and USDA users will be logged in to their state or
FNS Region respectively. All active users in the state or
region will be displayed in the Employees field.
School users will be logged in to their District, which is
filled in and not editable. Their schools will be listed in
the Schools field.
School users can narrow down the employees listed in
the Employees field by selecting one or more Schools.
Click the Generate Report button to run the report.
The results will be shown in the separate browser tab.
Report Type is shown on the top of the report results
page.
At the top left of the report’s output are buttons that
allow you to: Close the report browser tab,
print the report,
export report in CSV or Excel format,
or view it as a PDF.
Report results will be displayed in a table. The
information displayed depends on the report type

On-screen Action
SCREEN: Show Title Frame.
SCREEN: Show Home page with the school
employee test account logged in (Alla will set
up).
ACTION: Click on reports link.

ACTION - Point to the Type of Report field.
ACTION: Change the report type to Summary
Report so the description changes.

ACTION: Select yourself in the Employees
multiple select.
ACTION: Zoom into Employees multiple
select.
ACTION: Zoom out, so School District,
Schools, and Employees fields are visible.
ACTION: Click on one school, then press
ctrl+click on another.
ACTION: Press Generate Report button.
ACTION: Show the results page.
ACTION: Show Close Report button, but do
not click on it.
ACTION: Click on Print Report button so Print
dialog opens, then close the print dialog.
ACTION: Click on Export Excel button, so
Excel opens, then close it.
ACTION: Click on Export PDF button, so PDF
opens, then close it.
ACTION: Click to sort.

Page 35 of 46

selected. You can click on arrows in table headings to
sort the table onscreen by that column’s value.
There are six different report types in the Tracker Tool. SCREEN: Reports page with Detailed Report
selected and no other search criteria entered.
The Detailed Report is the most extensive one, it
allows the user to specify the most search options and
returns the most detailed search results.
Besides selecting the Employees, the search criteria
ACTION: Enter search criteria – Alla will
fields include the Job Title, the Training Title, Key Area, provide the details once the account and test
Training Topic, Learning Objective, School Year, Date
data is set up. Then press Generate Report
Completed, Training Hours, and Training Minutes.
button.
Checking the Show Document Uploaded checkbox will
list the documents uploaded with every training
found.
The Detailed Report provides a list of all Training Titles SCREEN: results screen. Zoom in to the left,
that have been entered into the Professional
so 3-4 rows are visible, then pan slowly to the
Standards Training Tracker Tool for each selected
right to show all columns.
employee matching other search criteria selected.
The Summary Report is the most concise one, it allows SCREEN: Reports page with Summary Report
the user to specify the least search options and
selected and no other search criteria entered.
returns less detailed search results.
Besides selecting the Employees, the search criteria
ACTION: Enter search criteria – Alla will
fields include only the Job Title, School Year, Training
provide the details once the account and test
Hours, and Training Minutes.
data is set up. Then press Generate Report
button.
The Summary Report provides summary training
SCREEN: results screen. Zoom in to the left,
information for each selected employee matching
so 3-4 rows are visible, then pan slowly to the
other search criteria selected.
right to show all columns.
Summary Report by Key Area, Summary Report by
SCREEN: Reports page with Summary Report
Training Topic, Summary Report by Learning
by Key Area selected and no other search
Objective, and Summary Report by Training Title are
criteria entered.
very similar to the Summary report.
Each of these reports extends the Summary Report by ACTION: select a value, click on All
one “extra” search criteria field. For example,
Employees, press Generate Report button.
Summary Report by Key Area allows you to select a
Key Area value.
The report will list the “extra” search criteria value
SCREEN: results screen. Zoom in to the title
and the value in parentheses below it.
and display the same set of information as the
SCREEN: Zoom in to the left, so 3-4 rows are
Summary Report.
visible, then pan slowly to the right to show
all columns.
This concludes our look at the Tracking Tool’s reports.
As a reminder, please use the Contact Us menu item
SCREEN: Show Closing Frame.
under the Help menu to email [email protected] for
any questions or challenges you may have while using
the Professional Standards Training Tracker Tool.
Thank you for viewing!

Page 36 of 46

Chapter 6: Manager/Director Function: Employee List and View Logged Training
Conversation

On screen Action

[Music]

SCREEN: Show Title Screen

Welcome to the Professional Standards Training Tracker Title screen shown till end of the statement “
Tool, training video series. This is Chapter 6: This is Chapter…..”
Manager/Director Function: Employee List and View
Logged Training.
PSTTT
homepage
The manager and director roles in the Professional SCREEN:
Standards Training Tracker Tool have access to additional manager account, paula123, logged in
functions not available to the standard employee or staff
users.

with

school

Most of these functions are available in the Employees
menu that will be visible when a manager or director logs ACTION: Point to the Employee menu
into the Training Tracker Tool.
Setting up a manager or director profile in the the Training
Tracker Tool allows the system to automatically find those
employees or staff that match up to your own. In this way,
a new manager or director would be able to inherit all of
the employees in a school or organization when they start
their new job without having to manually move all the
records.
If we take a moment to review the profile for this manager
that has been used for this video, we see that this is a
school manager assigned to multiple schools.
State director or FNS manager level users would be able to
see their state or office on this same profile page. The
School Director role has the unique ability to see all school
ACTION: click on welcome user menu, and then on
employees that are in their assigned school
profile

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district, for them this page will show just the school district
name.
Managers and directors are not able to see employees who
are outside of their own school, district, or organization
listed in profile.
By clicking on the Employees menu you will see a listing of
five sub menus. The sub menus are Employee List, Print
Certificates, Create User Profile, Search Employees, and ACTION: click on the employees menu
View Logged Training. This video will look into the
employees menu specifically at the Employee List and View
Logged Training pages.
For a manager or director, selecting the Employee List
option will open a screen dedicated to showing a listing of
employees. As a manager or director, you will be able to
edit profile details, record training, and print reports and
certificates, for all employees listed on this page.
The information provided on this screen is provided based ACTION: click on Employee List
on a school year. At the top of the page, you can see this
school year control defaults to the current school year but
may be changed to the prior and next school year.
The information grid on the page provides one line for each
employee name. These rows show some employee profile
information and the employee training goal progress for
this school year.

SCREEN: Show Employee List page
As mentioned before the employees shown on this page ACTION: click on school year field and show values
are automatically placed here because of their connection
to the key

ACTION: Point to a name in the grid

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elements in the manager’s or director’s profile. This
includes seeing other managers at the same schools or
directors in the same district. The system will show you all
people who are equal to your authority or lower on this
screen.
By clicking on an employee name you will drill into that
employees record.

ACTION: click on employee name
This user profile screen showing the employee information
would allow the manager or director to edit the employee
SCREEN: Show employee User Profile ACTION:
profile details
Point to the Edit button
or to click through into this employee‘s
individual training record.
This screen looks and acts just like your own personal ACTION: Click the training history button SCREEN:
training history but it is set up to show you a single
employee. To look at a bigger picture we would look at the
Show employee Training History
view logged training page.
The View Logged Training page provides a high-level view
of all the training that has been reported in the
Professional Standards Training Tracker Tool that relates to
the employees you see in your Employee List.

ACTION: Select the View Logged Training option in
This page is governed by the school year. If we were to the Employees menu
change the school year to the previous value it will change
what is shown on the screen.
The data grid on this page is set up by training title and
completion date and lists all employees who are selected
SCREEN: Show View Logged Training ACTION: change
for that training record.
school year to 2017 option
By clicking on the name of the training you’ll
be taken to the training summary page which

SCREEN: Show Training Details ACTION:
click on a training title

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would allow the manager or director to further drill in and
edit the training record, upload training documentation for
the training record, or to delete the training record.
There is one important difference between how a manager
or director creates or edits a training record versus an
employee. Lets click the edit button on this training.

ACTION: click the edit button

The differences that we will show you on this page also
appears on the enter training page. At the bottom of the
page, you will see an Employee selection grid. This grid
displays all of the names that would appear on your
Employee List page. In contrast, an employee would only SCREEN: Show employee Edit Training ACTION:
see their own name here.
Scroll down on the page
By selecting and deselecting the checkboxes you are
adding to or removing the employees from the training.
Any changes saved to this training record would take place
immediately and would affect other screens within the
Training Tracker Tool.
Because school managers can have multiple schools in
their profile, they show up in this selection list multiple ACTION: Select a checkbox next to Paula
times - but should only be selected once.
School Managers and Directors also have a school filter
box. This allows them to narrow the Employee List down
below by specific schools.
This has been a walkthrough of the View Employee List and
ACTION: Show with mouse where Paula shows up multiple
View Logged Training pages for managers and directors.
times, and then make sure the name is selected only once
As a reminder, please use the help email at
ACTION: Use the Filter box to only show
“Frost” school

SCREEN: Show Exit Screen
[email protected]

Exit screen remains till the end of the

for any questions or challenges, you have
while using our website.

statement.

Thank you for viewing!
[Music]

Page 40 of 46

Chapter 7: Manager Function: User Profiles
Conversation

On screen Action

[Music]

SCREEN: Show Title Screen

Welcome to the Professional Standards Training Tracker Title screen shown till end of the statement “ This is
Tool training video series. This is Chapter 7: Manager Chapter…..”
Function: User Profiles.
The manager and director roles in the Professional
Standards Training Tracker Tool have access to additional SCREEN: PSTTT homepage with school manager account,
functions not available to the standard employee or staff paula123 logged in the QA environment
users.
Most of these functions are available in the employees
menu that will be visible when a manager or director are ACTION: Point/ circle to the Employee menu
logged into the Training Tracker Tool.
Setting up a manager or director profile in the Professional
Standards Training Tracker Tool allows the system to
automatically find those employees or staff profiles that
match up to the manager or director profiles. In this way,
a new manager or director would be able to inherit all of
the employees in a school or organization when they start
their new job without having to manually move all the
records.
The search employees page provides a way of looking for
employees within your profile’s organization or school
group. This can be useful if the list of employees you might
oversee is quite long.
The page allows you to type in Profile elements - either the
name or the school or organization name - and match with
those existing records. The results of each search will
ACTION: click on the search employees
display in the table on the page. Each name returned is
hyperlinked to allow you to go directly to the user profile.

SCREEN: Show Search Employees page ACTION: Type in a
search for one of the names shown, and click the search
button.

Page 41 of 46

The print certificates page allows you to find those ACTION: click on print certificates
employees that have already attained the minimum
required training hours for the school year. At the start of
each new school year, this page will be empty. When an
employee has met their required training hours, their
name will appear on this page. Once their name appears
you have the option of printing a completed certificate for
them.
You may use the school year selection box at the top of the
page to print certificates for each school year.

SCREEN: Show Print Certificate page
To print certificates, select one or more employees by ACTION: Show with mouse where you would select year
clicking the checkbox next to the name.
ACTION: show couple of users with checkbox clicked
We will be looking at the Create User Profile page next.
Before we go through this page we need to talk about the ACTION: click on create user profile
differences between a login user and a non-login user.
Any school nutrition professional is welcome to create a
new eAuthentication account for the Professional
SCREEN: Show Create User Profile pag
Standards Training Tracker Tool. By creating a login
account, they will provide themselves with a way for their
logged trainings to follow them from one position to
another or from one school, district, or organization to
another throughout their career.
As a manager or director, you will find there’s no
difference in the entering training or reporting functions
between a login account employee and a non-login
account employee. There is a small difference in the
amount of information you’re able to edit on the
employee’s profile.
To create a non-login account, use the Create User Profile
page under the employees menu. It is important to
remember that

Page 42 of 46

these accounts are not able to be converted
to login accounts. Any training information
added to these accounts is only available to
the managers or directors of the organization
and is not available to the individual
employee.
Looking at the Create User Profile page you
will be able to set many of the same fields that
you set for your own profile, as well as the first
name,
last name,
and email address for the user.
The non-login user accounts created in this
fashion must match manager’s or director’s m
profile. For example, a school manager may
only create school employees for the same
schools in their profile, and the state agency
manager would only be able to create staff for
their own state agency. For this reason, some
of the fields have been pre-selected with
values that may not be changed.
By clicking the Create button at the bottom of
the page you will be taken back to your
Employee List page, where you will be able to
see the new profile.
As a reminder, please use the help email at
[email protected]
for any questions or challenges, you have
while using our website.
Thank you for viewing!
[Music]

Page 43 of 46

Training Video Screenshots

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Page 45 of 46

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