Quality Client Records
Course Overview
Learn how to keep, use and share client records in a mana-enhancing way. Take this course to ensure you meet your professional, legal and ethical obligations as you create and maintain quality client records.
This course supports staff compliance with information management legislation in the workplace.
Course Details
This course covers the following topics over 60 slides:
- The importance of the client record including why it's important and the associated legal and ethical considerations.
- Updating the client record including case-noting, rules around access and use of files,
and the practical ways of using client records for safe and quality practice. - The rules around sharing information, including when a client does not consent to sharing it, the associated confidentiality and privacy obligations, where to look for guidance and what should be recorded on the client file when you do share information.
- The steps you will take to close a client record and if requested, to provide a client to access their record.
- The course includes eleven interactive quiz questions and scenarios to test knowledge
Estimated time to complete: 45-60 minutes
This course is open to complete multiple times for one year from purchase/enrolment.
On completion of this course:
- an email is generated should you wish to advise your manager/organisation that you have completed this course,
- a downloadable certificate is issued,
- a report on your quiz completion is available through your My-account, and
- a badge is attached to your My-account
All of these can be retained as evidence of your completion of this course.
Compliance Overview
Course Overview
This course will provide you with an understanding of your compliance obligations as a manager in a not-for-profit organisation in Aotearoa/NZ, along with helpful links if you want to find out more. Add this overview of your organisation's compliance requirements to your new managers, staff or board member induction kit.
You can also use this course to register your organisation for free and then purchase bulk discount seats to our other courses once you have set up your organisation.
Course Details
This course covers the following topics over 11 slides:
- An overview of key areas of compliance for not-for-profit organisations in Aotearoa/NZ, including:
- Your legal structure
- Te Tiriti o Waitangi
- Delegated Authority
- Funding conditions
- Accreditation or registration requirements
- Your policies, procedures and other key documents
- Interactive quiz questions to test knowledge
Estimated time to complete: 10-15 minutes
This course is open to complete for one year from enrolment.
On completion of this course:
- a downloadable certificate is issued,
- a report on your quiz completion is available through your My-account, and
- a badge is attached to your My-account
These can be retained as evidence of your completion of this course.
Fraud and Corruption (Business)
COURSE OVERVIEW
If you want to learn how to detect, report and prevent fraud and corruption in your business, this course is for you. It covers the defining features of fraud and corruption, prevention and risk management strategies, and reporting criteria for suspected fraud and corruption.
This course will support the implementation of your fraud, corruption and whistleblowing policies in your workplace.
Course Details
This course covers the following topics over 30+ slides:
- An overview of workplace fraud and corruption
- Examples, impacts and scenarios of workplace fraud and corruption
- Risks and responsibilities and red flags to look out for
- Strategies and key policies used to prevent and manage risk
- How to report fraud and corruption concerns
- Your rights and protections, and the protected disclosure conditions
- How the organisation will follow up on fraud and corruption concerns
- Quizzes to test knowledge
Estimated time to complete: 20-35 minutes
On completion of this course:
- an email is generated should you wish to advise your manager/organisation that you have completed this course,
- a downloadable certificate is issued, and
- a badge is attached to your My-account.
Code of Conduct
Course Overview
Induct your new staff, volunteers and board members with an overview of your code of conduct expectations. This course introduces users to the relevance and importance of your code of conduct and the key provisions contained within.
This course supports the implementation of your code of conduct in your workplace.
Course Details
This course covers the following topics over 50 slides:
- An overview of the code of conduct, who it applies to and when
- Kaimahi and manager responsibilities
- Specific provisions held within the code of conduct, including:
- Conflicts of interest
- Workplace relationships
- Honest and efficient use of resources
- Safe practice
- Responding to challenging behaviours
- Personal/work boundaries
- Gifts / koha
- What happens if the code of conduct is breached
- Fourteen interactive quiz and scenarios to test knowledge
Estimated time to complete: 30-45 minutes
This course is open to complete multiple times for one year from purchase/enrolment.
On completion of this course:
- an email is generated should you wish to advise your manager/organisation that you have completed this course,
- a downloadable certificate is issued,
- a report on your quiz completion is available through your My-account, and
- a badge is attached to your My-account
All of these can be retained as evidence of your completion of this course.
Fraud and Corruption (Not-for-Profits)
COURSE OVERVIEW
If you want to learn how to detect, report and prevent fraud and corruption in your workplace, this course is for you. It covers the defining features of fraud and corruption, prevention and risk management strategies, and reporting criteria for suspected fraud and corruption.
This course will support the implementation of your fraud, corruption and whistleblowing policies in your workplace.
Course Details
This course covers the following topics over 30+ slides:
- An overview of workplace fraud and corruption
- Examples, impacts and scenarios of workplace fraud and corruption
- Risks and responsibilities and red flags to look out for
- Strategies and key policies used to prevent and manage risk
- How to report fraud and corruption concerns
- Your rights and protections, and the protected disclosure conditions
- How the organisation will follow up on fraud and corruption concerns
- Quizzes to test knowledge
Estimated time to complete: 20-35 minutes
On completion of this course:
- an email is generated should you wish to advise your manager/organisation that you have completed this course,
- a downloadable certificate is issued, and
- a badge is attached to your My-account.
Health & Safety Induction (Staff)
Course Overview
This course provides your new staff, volunteers, and others new to your workplace, with all they need to complete an induction or refresh their knowledge on your organisation's health and safety requirements, including their obligations and responsibilities.
Course Details
This course covers the following topics over 35+ slides:
- Our approach to health and safety, including obligations as an employer and worker
- Different types of hazards
- Safety measures, risk management
- Responding to, and keeping track of incidents
- Specific obligations including
- Harassment and bullying
- Working safely offsite, and
- Emergency and disaster response
- Participating in health and safety in the workplace
- What to do if you have a health and safety concern
- A quiz to test knowledge
Estimated time to complete: 20-35 minutes
On completion of this course:
- an email is generated should you wish to advise your manager/organisation that you have completed this course,
- a downloadable certificate is issued, and
- a badge is attached to your My-account.
Abuse Prevention & Response
Course Overview
This course provides you and your staff with all they need to complete an induction or refresh on abuse prevention and response. This course will help you understand the different types and signs of abuse and respond to abuse against adults, a child disclosure, or an allegation against a staff member. You will understand your legal authority to report and key abuse prevention strategies that can be applied in the workplace. This course covers requirements associated with child protection and vulnerable adults.
Course Details
This course covers the following topics over 40+ slides:
- Understanding abuse and it's impact
- Our legal obligations to respond to abuse
- Different types of abuse
- The signs of abuse
- Five different scenarios
- How to respond to, and report abuse against adults
- What to do about a child disclosure or concern of abuse
- What happens if an allegation or concern relates to a staff member
- Your legal authority to share information and report abuse
- Key abuse prevention strategies
- Six quiz questions and five scenarios to test knowledge
Estimated time to complete: 30-45 minutes
On completion of this course:
- an email is generated should you wish to advise your manager/organisation that you have completed this course, and
- a certificate is issued.
Risk Finance Strategy | Part 3 STRATEGY
Course Overview
The board must set the strategic direction of the organisation. This course provides board members and managers with information to successfully develop, implement and monitor their strategic goals along with ideas on how boards can maintain their strategic focus when faced with competing operational pressures.
Course Details
This course covers the following topics over 40+ slides:
- The different roles of the board and staff
- Organisational planning - strategic versus operational
- Preparation for effective strategic planning
- Tips to achieve the strategic plan when barriers emerge
- How to be a strategic board
- A quiz to test knowledge
Estimated time to complete: 45-60 minutes
On completion of this course:
- an email is generated should you wish to advise your manager/organisation that you have completed this course, and
- a certificate is issued.
Enhance this course by enrolling your board members in the Governance | Mana Whakahaere course, or add in the Risk & Finance courses to take a deeper dive into these three key governance activities.
Risk Finance Strategy | Part 2 FINANCE
Course Overview
If you are a manager, board or collective member, you are accountable for financial management.
This course will help you understand the annual financial cycle, read financial statements and confidently engage in governance-level discussions.
Course Details
This course covers the following topics over 40+ slides:
- Key components of the annual financial cycle
- How to read a year-to-date variance report
- What to consider as you review financial reports
- What to look out for as you monitor and review your organisation's finances
- A quiz to test knowledge
Estimated time to complete: 45-60 minutes
On completion of this course:
- an email is generated should you wish to advise your manager/organisation that you have completed this course, and
- a certificate is issued.
Enhance this course by enrolling your board members in the Governance | Mana Whakahaere course, or add in the Risk & Strategy courses to take a deeper dive into these three key governance activities.
Risk Finance Strategy | Part 1 RISK
Course Overview
If you are a board member or manager, this course will assist you to understand different types of organisational risk and how to capture, monitor and manage risk. You will look at the link between risk and improvement and how a board can use risk to improve quality.
Course Details
This course covers the following topics over 30+ slides:
- Risk analysis and management
- Types of risk
- Identifying, managing, assessing, recording and controlling risk
- Learning, improvement and quality
- How to continuously improve quality
- How to drive quality improvement
- A quiz to test knowledge
Estimated time to complete: 45-60 minutes
On completion of this course:
- an email is generated should you wish to advise your manager/organisation that you have completed this course, and
- a certificate is issued.
Enhance this course by enrolling your board members in the Governance | Mana Whakahaere course, or add in the Risk & Finance courses to take a deeper dive into these three key governance activities.