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10 Automation
355
Automation
Services Overview Support Staff Training 363
The Center’s automation curriculum Office Reception: Skills in an
reflects requests from counties. Automated Environment
Microsoft Works Training 364
Contents Basic Microsoft Works User Training
Management Training 359 Advanced Microsoft Works
Doing Business Differently User Training
Planning the Automated
Environment Related Training
Training for Staff The eligibility section includes
Development Personnel 360 additional workshops on automation
for eligibility staff.
Training for Automation
Cross-Functional Training 360
Demystifying Computers
Automation Project Implementation
Teams
Training for Supervisors 361
Leading the Implementation of
Automation
The Supervisor’s Role in Assisting
Workers with CalWIN
Implementation
Tools for Successful Supervision
in CalWIN
The Supervisor as Coach in
the Automation Process
Supervising in an Automated
Environment
357
358 Blank gray page. This note and page number will not appear on final.
Planning the Automated
Environment
Management Full day
Training Automation affects the agency’s physi-
cal work environment, including office
arrangements, furniture design, termi-
nal configurations and security issues.
This workshop is designed for top and
Doing Business Differently
middle managers involved in staffing
Full day and facilities planning.
Designed for top and middle managers, Topics include
this course focuses on agency opera-
n the who, what and where of plan-
tions changed by automation and the
ning the automated environment
management skills needed to implement
n determining and allocating resources
new ways of doing business.
n space needs, issues and designs
Topics include n ergonomics policy
n workers’ compensation issues
n gauging the impact of automation
on agency operations As a result of this workshop, partici-
n planning how business will be pants develop a plan that addresses the
different as a result of automation impact of automation on the agency’s
n assessing and implementing physical surroundings.
program and staffing changes
n preparing staff for their
changing roles
Participants learn effective management
practices for assessing and meeting
operational needs during the automa-
tion process.
Automation 359
Training for Staff
Development Cross-Functional
Personnel Training
Training for Automation Demystifying Computers
Full day Full day
This workshop focuses on the training This hands-on course is designed to
needed to make an automated envi- introduce staff to computers and the
ronment work. It is designed for staff challenges and issues related to
development personnel and training automated systems.
supervisors.
Topics include
Topics include
n an introduction to computer
n designing and implementing a terminology
training plan n hardware and systems
n preparing staff for automation n computer keyboard characteristics
n developing the training facility n computer applications
n training techniques and tools n impact of computers on staff
n stress management in the classroom functions
n incorporating automation training
By learning more about computers, staff
into ongoing training programs
will better understand the benefits of
As a result of this workshop training automation and accept the challenges of
staff can develop a training strategy to conversion.
prepare staff for the transition to—and
maintenance of—an automated system.
360 Automation
Automation Project
Implementation Teams
Full day Training for
As an agency prepares for automation,
the on-site staff of the project implemen-
Supervisors
tation team faces a variety of unique
and challenging tasks. This workshop
is designed to help project implementa-
Leading the Implementation
tion teams plan for the steps necessary
to successfully integrate automation into of Automation
the agency. Full day
Topics include Supervisors must become experts on
n worker needs assessment change and its effects on workers, as
n site preparation and analysis well as skilled in generic services and
n project management teams automation techniques. This course is
n multi-program training designed for middle- and first-line
n team building supervisors who will lead their work
n cross-agency partnerships groups in implementing automation.
Participants learn how to develop Topics include
practical implementation plans for n identifying needed changes
new and updated systems. n impact of automation on staff
n problem solving
n decision making
The methods learned allow participants
to manage the conversion process, use
creative problem-solving techniques,
and apply new decision-making tech-
niques in their work groups.
Automation 361
The Supervisor’s Role in Tools for Successful
Assisting Workers with Supervision in CalWIN
CalWIN Implementation Full day
Half day or full day This workshop will review the tasks
This course will explore the role of the that supervisors perform when review-
supervisor as a coach in the essential, ing and managing employees. It will
practical and behavioral skills needed validate that the same tasks can be
by staff who are transitioning from the performed in an automated system.
Case Data System to the new CalWIN Topics include
system.
n using CalWIN to plan daily activities
Successful implementation of new n setting up and resolving alerts
systems of work can be affected by n step-by-step process for case
resistance, high emotions, frustration reviewing
and anxiety. This workshop will pro- n creating a supervisor action plan
vide supervisors with key concepts and n developing troubleshooting skills
techniques to help transition their own
thinking patterns—and those of their As a result of this class, participants
staff—in ways that encourage them to learn strategies and application of the
focus on meeting current and future tools and techniques needed to lead
challenges of CalWIN implementation. their units to a successful performance
of their jobs in CalWIN.
Topics include
Note: This workshop is structured to
n helping workers understand and be presented in a computer laboratory
adjust their thinking around system setting.
changes
n preparing yourself as a supervisor
for CalWIN teaching/mentoring
n assessing yourself in systems
training and personal
communication
n understanding emotional intelligence
in transition and learning
n developing supervisory interventions
for behavioral challenges
As a result of this course, supervisors in
CalWIN will have a greater understand-
ing of the self-development they may
need, as well as ways to effectively work
with their staff during the extended
period of CalWIN implementation and
training.
Note: This is not a technical training
course on the CalWIN system.
362 Automation
The Supervisor as Coach in
the Automation Process
Full day Support Staff
This workshop helps supervisors
develop skills for coaching and support-
Training
ing their work groups in learning, main-
taining automation skills and dealing
with constantly changing systems.
Office Reception: Skills in
Topics include an Automated Environment
n assessing workers’ skills Full day
n identifying training needs
n creating a learning environment Because they see clients first, reception
n supporting automation training staff members set the tone for client
n providing reinforcement training service. Under automation, receptionists
may also screen clients and begin data
As a result of this workshop supervisors input. This workshop will help office
will better understand their coaching reception staff develop the people and
role in the conversion process and know computer skills necessary for their job
how to develop learning plans for their responsibilities.
work groups.
Topics include
Supervising in an n automation’s impact on office
Automated Environment reception duties
n the computer as a tool to screen
Full day clients
n communication skills
This workshop helps supervisors under-
n problem-solving skills
stand their roles and develop skills to
meet the demands of automation. As a result of this workshop, office
Topics include reception staff members will feel
confident about their new job respon-
n what to do when you don’t need to sibilities under automation and will
do 100 percent case reviews develop skills for managing their job
n leadership and team building duties successfully.
n problem-solving and counseling
skills
n using computers for documentation
and evaluation
As a result of this workshop, supervisors
develop the leadership, interactive and
evaluative skills necessary for leading a
generic and automated unit.
Automation 363
Advanced Microsoft Works
User Training
Microsoft Works Full day
Training This advanced training emphasizes
more complex Works processes and
special features in the software.
Topics include
Basic Microsoft Works User
n advanced word processing skills
Training n Works Wizards
Full day n clip art and word art
n basic database skills
This training provides an overview
and hands-on introduction to Microsoft Upon completion of this training partici-
Works. pants can complete more complicated and
advanced tasks in word processing and
Topics include use many of the special features of Works.
n operating in a Windows computer
environment
n learning basic word processing skills
n editing documents
n using clip art
n introduction to databases
Upon completion of this training partici-
pants will have basic word processing
skills and understand how Microsoft
Works can simplify some job duties.
364 Automation
