ePT Training Curriculum¶
About This Training¶
What is ePT? A web-based application used by PT Providers to manage the Proficiency Testing lifecycle — from creating surveys and enrolling participants, to evaluating results and generating reports.
Who is this for? Trainers and PT Managers who will manage the PT program or conduct step-down trainings. The Participant section (Part 3) can be delivered as a standalone module for participant-only step-down training.
Duration: 30–45 minutes total
Curriculum¶
| Part | Topic | Audience | Duration |
|---|---|---|---|
| Part 1 | System Setup & Participant Management | Admin | ~10 min |
| Part 2 | PT Survey & Shipment Management | Admin | ~10 min |
| Part 3 | Participant — Result Submission & Reports | Participant | ~5–10 min |
| Part 4 | Evaluation, Reports & Finalization | Admin | ~10 min |
For step-down participant training: Deliver only Part 3. It is self-contained and covers everything a participant needs to know.
Exercises¶
Hands-on exercises to follow along during or after the training:
Quick Reference: Full PT Lifecycle¶
1. Add Participants → Configure → PT Participants
2. Enroll in Scheme → Configure → Scheme Enrollments
3. Create PT Survey → Manage → PT Survey → Add
4. Add Shipment + Samples → PT Survey → Add Scheme
5. Enroll in Shipment → Shipment → Enroll
6. Ship PT Survey → Manage → PT Survey → Ship Now
7. Participants Submit → Participant Portal → PT Result Submission
8. Evaluate → Analyze → Evaluate Responses
9. Generate Reports → Analyze → Generate Reports
10. Finalize → Analyze → Finalize Reports
11. Download Reports → Reports → Shipment Reports (Admin)
View PT Results → Individual Reports (Participant)
Delivering This Training¶
| Scenario | What to cover | Duration |
|---|---|---|
| Full training for PT Managers / Trainers | Parts 1–4 | 30–45 min |
| Step-down training for participants only | Part 3 only | 5–10 min |
| Refresher for existing admins | Parts 2 + 4 (survey management + evaluation) | 15–20 min |
Recommended approach: - Use a test/training instance of ePT - Follow along with the exercises for hands-on practice - Have participants complete the exercise during or immediately after the training