WINNIE Training

On this page: Hardware | Accessing WINNIE | Participant Search | Help | Participant Folder | Documents | Document Imaging | Prescreen

The following are considered DRAFT versions of the WINNIE training modules intended for use and review by the pilot agency. Training modules will be added as they are completed.

Hardware

Hardware Training Module - 9 minutes (Script - PDF)
An overview of the hardware used by the WINNIE Information System, including signature pads (recalibration), card readers, and scanners, and the software, SWIPe, required to use this hardware with WINNIE.

Accessing WINNIE

Accessing WINNIE 1 Training Module - 16 minutes (Script 1 - PDF)
An introduction to the WINNIE Information System including Help Desk, logging in, usernames, and passwords.

Accessing WINNIE 2 Training Module - 17 minutes (Script 2 - PDF)
An overview of browser settings, Multi-factor Authentication (MFA), clearing the browser cache, and the Remember Me toggle.

Accessing WINNIE 3 Training Module - 19 minutes (Script 3 - PDF)
An overview of WINNIE roles, the Location modal, User Preferences, the Module Launcher, some rules and policy for browser use with WINNIE, browser sessions and zoom, and logging out.

Participant Search

Participant Search 1 Training Module - 14 minutes (Script - PDF)
An overview of navigation within WINNIE, the agency and clinic dropdowns, Appointments search, search results and participant cards, and On-Site search and On-Site functionality.

Participant Search 2 Training Module - 14 minutes (Script - PDF)
An overview of ID searches, browser auto-save messages, demographic searches, Include Phonetics toggle, Wild Card searches, Show Details, and common system termination reasons.

Help

Help Training Module - 5 minutes (Script - PDF)
How to use Help in WINNIE and the Detailed Functional Design Document (DFDD).

Participant Folder

Participant Folder Training Module - 16 minutes (Script - PDF)
A high-level overview of all pages in the Participant Folder and navigating via the sidebar.

Participant Menu 1 Training Module - 11 minutes (Script - PDF)
A detailed review of the Actions section of the Participant Menu that includes Issuance Frequency and terminating and reinstating participants.

Participant Menu 2 Training Module - 15 minutes (Script - PDF)
A continued detailed review of the Actions section of the Participant Menu that includes Proof of Residence, Proof of Identity, Race Ethnicity, and Status Information.

Documents

Document Overview 1 Training Module - 4 minutes (Script - PDF)
The Multi-Purpose Affidavit Form and resolving/managing pop-up blockers in Google Chrome or Microsoft Edge (based on user's default browser).

Document Overview 2 Training Module - 12 minutes (Script - PDF)
Documents, including those that generate in Spanish (based on Correspondence Preference), found in the Participant Menu that automatically open in another tab in the default browser. (This includes a higher-level overview of the Official Notification, Appointment Schedules, and VOC Document since these documents are reviewed in more detail in other training modules and a detailed review of the Participant Summary.)

Managing Downloads in Google Chrome Training Module - 11 minutes (Script - PDF)
A high-level overview of the Account Balances and Shopping List that download to the Google Chrome browser and computer, and how to manage downloaded files. For users whose default browser is Google Chrome.

Managing Downloads in Microsoft Edge Training Module - 11 minutes (Script - PDF)
A high-level overview of the Account Balances and Shopping List that download to the Microsoft Edge browser and computer, and how to manage downloaded files. For users whose default browser is Microsoft Edge.

Document Imaging

Document Imaging 1 Training Module - 12 minutes (Script - PDF)
An overview of Document Imaging, scanning paper/hardcopies and uploading electronic files.

Document Imaging 2 Training Module - 8 minutes (Script - PDF)
An overview of Document Imaging functions including View Documents, Copy Document, Delete and Reassign.

Prescreen

Prescreen 1 Training Module - 17 minutes (Script - PDF)
Importance of double-checking for existing records, how to search for them, and creating new households.

Prescreen 2 Training Module - 12 minutes (Script - PDF)
An overview of the duplicate applicant/participant modal after prescreening and how to add a new member to an existing household.