Course Evaluation

G-CORE 106: KYGFIS

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After this training I….

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Course Wrap Up

Congratulations

Congratulations!  You have completed KYGFIS!  Please note that your supervisor may have follow-up questions or need more information.  Please respond to any requests promptly.    

Once you click “mark complete,” a certificate of completion will be available to you. You may print or download your certificate to verify the completion of KYGFIS. This certificate will also be available at the beginning of the course anytime you log on.    

Reminder from Aida

Aida - the trainer

This course is part of a series of trainings required for all new employees. All new hires are required to satisfactorily complete trainings before being assigned cases.

All courses must be completed in order and in a timely manner.

This includes:

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!important}.ugb-f2e2b11.ugb-icon-list ul{columns:1}
  • New Employee Orientation Part 1 (completed!)
  • New Employee Orientation Part 2 (completed!)
  • Guardianship Program Overview (completed!)
  • Person-Centered Planning (completed!)
  • Effective Case Work Documentation (completed!)
  • KYGFIS System Training (completed!)

Note: The above courses are required for Guardianship, Fiduciary, and Benefits staff. Additional courses will be assigned upon completion of these required core courses.

Click the “Mark Complete” button below to access your certificate of completion.

Welcome

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Illustration of Aida the trainer.

Welcome to the Kentucky Guardianship Fiduciary Information System (KYGFIS) training. In this training, we will review some of the common functions of using KYGFIS to record information, update individuals’ information, and run reports.

Illustration of Aida the trainer.

A Reminder from Aida:

This course is part of a series of trainings required for all new employees. All new hires are required to satisfactorily complete trainings before being assigned cases.

All courses must be completed in order and in a timely manner.

Transactions

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Illustration of Aida the trainer.

Transactions are accounting functions that occur on behalf of an individual under guardianship. Information about an individual’s income and expenses are also shown on the Transactions screen.

Illustration of Aida the trainer.

A Reminder from Aida:

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

Inserting a New Individual

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Illustration of Aida the trainer.

New individuals under guardianship and changes to current individuals will need to be completed in KYGFIS periodically. This section will review 6 steps to inserting and updating information.

Before inserting any new individual into the system make sure to do a search each time to ensure that there is no accidental duplication.

Illustration of Aida the trainer.

A Reminder from Aida:

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

Resources

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Handouts

Click the icons below to download a copy of each KYGFIS User Guide to your desktop for future reference. User Guides will also be referenced periodically in the course.

Help Manual and Guides are also under the “Help” tab in the live (not the Sandbox) system.

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Sandbox

Throughout this course, you will have the opportunity to practice in the KYGFIS Sandbox. This will allow you to enter, edit, and view the functions of the system.

IMPORTANT!

Each time you practice, double check the URL to ensure you are in fact in the Sandbox and not accessing the live KYGFIS system.

Click the button below to open and bookmark the Sandbox.

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Start Here – Contact Us

Accessibility Widget

Select the accessibility widget on the right hand of the screen to access features such as:

Screen Reader: Reads content on the page.

Contrast Adjuster: Adjust color to meet your individual needs.

Text Magnifier: Adjust the size of text on the page to make reading easier.

And more!

Need Help?

Use one of the contact buttons below to get assistance.

Course Content

For help with course content reach out to Jessica Wayne.

Technical Assistance

For help with HDI Learning and issues with the website, please use the “Contact Us” button.

Messages

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Illustration of Aida the trainer.

Messages are a function to send messages internally between Guardianship staff. Utilizing your Messages Guide, let’s practice in the Sandbox.

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

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Let’s Give it a Try!

1.) Open and log into the Sandbox using the button below. Check the URL to ensure that you are accessing the Sandbox.

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NOTE: It is very important to ensure that you are using the sandbox and not the live KYGFIS system.

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2.) On the left hand side, above the navigation pane there will be an envelope. If the envelope is white and displays a number, this will indicate that there are unread messages.

Envelope icon with text "2 unread" underneath.

4.) Click on the icon to display unread messages.

5.) Messages can be searched and filtered as needed.

6.) Some messages, when opened, will take the user directly to another page.

7.) Messages can be marked as “read” by clicking the check box next to the message and then the button “Mark as Read”. Or you can select all messages by clicking “Mark All as Read”. This will move the messages from the unread to read table.

8.) Messages are automatically created when specific events happen in the system. These can include:

  • Tasks
  • New Individual Under Guardianship Alert
  • Incident Entered
  • Resigned/Expired Notification

Pulling Reports

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Illustration of Aida the trainer.

There are numerous reports that can be pulled from KYGFIS. Reports can be pulled based on your specific caseload, for regional needs, or for statewide needs. Which report you need to pull will vary based on your user role and your need. Your supervisor will review with you in more detail what reports to pull and when.

Illustration of Aida the trainer.

A Reminder from Aida:

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

Tasks

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Illustration of Aida the trainer.

Tasks are a way to assign reminders or to do’s. Tasks can be assigned by the user or a supervisor to complete.

Illustration of Aida the trainer.

A Reminder from Aida:

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

Course Wrap Up

Congratulations

Congratulations!  You have completed KYGFIS!  Please note that your supervisor may have follow-up questions or need more information.  Please respond to any requests promptly.    

Once you click “mark complete,” a certificate of completion will be available to you. You may print or download your certificate to verify the completion of KYGFIS. This certificate will also be available at the beginning of the course anytime you log on.    

Reminder from Aida

Aida - the trainer

This course is part of a series of trainings required for all new employees. All new hires are required to satisfactorily complete trainings before being assigned cases.

All courses must be completed in order and in a timely manner.

This includes:

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  • New Employee Orientation Part 1 (completed!)
  • New Employee Orientation Part 2 (completed!)
  • Guardianship Program Overview (completed!)
  • Person-Centered Planning (completed!)
  • Effective Case Work Documentation (completed!)
  • KYGFIS System Training (completed!)

Note: The above courses are required for Guardianship, Fiduciary, and Benefits staff. Additional courses will be assigned upon completion of these required core courses.

Click the “Mark Complete” button below to access your certificate of completion.

Events

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Illustration of Aida the trainer.

Events are any case notes or significant incidents associated with an individual under guardianship and can include visits, phone calls, or inventories. Files can also be attached to any event.

Once an event is saved, it can be modified by the user for 24 hours

Illustration of Aida the trainer.

A Reminder from Aida:

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

Course Evaluation

G-CORE 106: KYGFIS

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After this training I….

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General Account Functions

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Illustration of Aida the trainer.

In this section, we will discuss how to log on, how to change your password, about tool kit navigation, and about terminology.

Illustration of Aida the trainer.

A Reminder from Aida:

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

Contacts

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Illustration of Aida the trainer.

Contacts for individuals under guardianship will need to be inserted into KYGFIS. Let’s practice in the Sandbox.

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

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Let’s Give it a Try!

1.) Open and log into the Sandbox using the button below. Check the URL to ensure that you are accessing the Sandbox.

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NOTE: It is very important to ensure that you are using the sandbox and not the live KYGFIS system.

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2.) Search for an individual under guardianship by Last Name, First Name (e.g., Doe, Jane). Use a name provided to you by your supervisor.

3.) In the left hand navigation panel choose the link “Contacts”.

4.) Click the “Insert” button..

5.) Complete the fields with all information known about the contact that you are entering.

6.) Click “Save”.

7.) Repeat the steps to insert multiple contacts.

Assets and Liabilities

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Illustration of Aida the trainer.

Individuals under guardianship will have both assets (property owned), and liabilities (financial obligations).

Illustration of Aida the trainer.

A Reminder from Aida:

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

Start Here – Contact Us

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Select the accessibility widget on the right hand of the screen to access features such as:

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Text Magnifier: Adjust the size of text on the page to make reading easier.

And more!

Need Help?

Use one of the contact buttons below to get assistance.

Course Content

For help with course content reach out to Jessica Wayne.

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For help with HDI Learning and issues with the website, please use the “Contact Us” button.

Welcome

Illustration of a woman with blonde hair in a bun wearing a read jack and black glasses

“Hi, I’m Ronnie. I’ve been working in the guardianship program for 3 years. I’m here to assist you in learning more about effective casework documentation. “

Illustration of Aida the trainer.

A Reminder from Aida:

This course is part of a series of trainings required for all new employees. All new hires are required to satisfactorily complete trainings before being assigned cases.

All courses must be completed in order and in a timely manner.

What is an Event?

Financial company business advisor looking over accounting paperwork while analyzing potential finance risks. Marketing agency office person having management documentation while sitting at desk.

An Event:

  • Documents actions of GSSW taken on behalf of an individual in KYGFIS.
  • Documents and reports on actions taken to meet the individual’s needs and desires.
  • Documents events in the individual’s life.
  • Is a legal document.

Example of Events to be Documented:

  • All meetings and follow-up activities related to those meetings.
  • Ongoing documentation on problematic or unresolved issues and follow-up.
  • A plan to address identified needs but lack a resource to get the need met.
  • Any life-altering events, including but not limited to changes in family or marital status, elopement, housing situation or arrangements, employment status, etc.
  • All actions taken by the GSSW or others members of the team related to the individual’s services. Including but not limited to individual visits, phone calls, meetings with other service providers, etc.
  • Medical/dental appointments, updates, and changes.
  • Current individual Status: Physical appearance (appropriate clothes, good hygiene), mental status, health, safety, and wellbeing.

Scenarios

Now that you’ve had a chance to engage with Ronnie to talk about what events are, Aida joins you to discuss a series of scenarios.

Illustration of Aida the trainer.

“Hello again. It’s Aida. With each scenario below, you will read a description of the scenario; write a sample case note, and compare your case note with my sample response.”

Within each scenario, you will:

  1. Read a description of the scenario.
  2. Write a sample case note.
  3. Compare your case note with a sample response Aida provides.
  4. Apply what you have learned about creating an effective event note.

Click on the first scenario below to continue.