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Long-Term Trainees Form

Form Overview

On the Long-Term Trainees form, the grantee provides the information for each long-term trainee (LTT) in their training program. Long-term trainees are those with greater than or equal to 300 contact hours within the training program in the reporting period who benefit from the training grant, including those who received MCH funds and those who did not.

The form will display as “Long-Term Trainees” under the ‘Training and Workforce Forms’ section on the left menu.

Applicable Report Types

FormReport Types

NCPR

NCCPR

PPER

Long-Term Trainees
XX

The report types are as follows:

  • New Competing Performance Reports (NCPR)
  • Non-Competing Continuation Performance Reports (NCCPR)
  • Project Period End Reports (PPER)

Pre-population

Data will not pre-populate from one report to the next report. The grantee is required to enter the data in each report for this form, if applicable.

Form Sections

The grantee must complete either the Download/Upload File(s) section to upload their data via excel file for this form AND/OR manually complete the following section below:

Download/Upload File(s)

The grantee may click on the Download/Upload File(s) icon, and it will open a new window to download/upload files.

Screenshot of the Long Term Trainees page showing Download Upload Files button

Step 1: In the Download Template section, click Download to download the Excel file.

Step 2: In the Upload File section, click Choose File to upload the file, and once selected, click Process File.

 Screenshot of the Download Upload Files section showing Step 1 Download Template and Step 2 Upload Files

NOTE: This Long-Term Trainees Excel Template provides a mechanism for grantees to upload report data related to Long-Term Trainees Training Program Information directly into HRSA's Discretionary Grants Information System (DGIS) in the Electronic Handbooks (EHBs).

The downloaded template will be a Microsoft Excel workbook that contains macros (file extension .xlsm). Do not change the Excel template format or attempt to upload any other file type.

If you upload an Excel file after you make entries or changes manually in this form, the Excel upload will overwrite those changes. To avoid losing data, download the template after making manual form changes to get an Excel file containing those entries. Then add any additional data to that Excel file and upload.

After uploading an Excel template with data, please click “Save” or “Save and Continue” to ensure the data in the processed file is saved in the form.

For more details on completing the Excel template, please refer to the “Completing the Excel Template” section of this guide.

Long-Term Trainees Detail Sheet

In this section, the grantee may expand the accordion menu to view the following details:

  • Ethnicity Definitions
  • Race Definitions
  • Other Definitions
  • Instructions

Screenshot of the Long Term Trainees Detail Sheet showing Ethnicity Definitions, Race Definitions, Other Definitions, and Instructions

Long-Term Trainees Training Program Information

In this section, the grantee may manually enter long-term trainees participating in the program or will see the data uploaded using the Excel file option feature.

A note will display under the blue header Long-Term Trainees Training Program Information as follows:

The status indicator represents the completion of all required fields within a long-term trainee record.

Total Number of Long-Term Trainees

The Total Number of Long-Term Trainees field available above the grid to the right of the screen will be auto calculated as the grantee enters information in the grid below, which has the following column names:

  • Row No.
  • Name
  • Email address
  • Ethnicity
  • Race
  • Status
  • Action: The grantee may click on the X Delete link to delete the entire row or the Edit link to edit previously added information.

+ Add New

  • This button will be available below the grid and the grantee can add a new row by clicking on this button. A modal window will open with the header Long Term Trainee when the grantee clicks on Add New.

Screenshot of the Long Term Trainees Training Program Information section

NOTE: The screenshot of the full modal window is at the bottom of the section.

Row No.

  • This field represents the sequential number of the data entry, enabling easy reference in the Validation report.

Name

  • This is a required field, and the following validation will display on the text box: Provide a response for this field.
  • The following validation will be displayed if a duplicate entry already exists with the same Name and Email: The trainee you entered is already in the list.

Email address

  • This is a required field, and the following validation will display on the text box: Provide a response for this field.
  • The following validation will be displayed if a duplicate entry already exists with the same Name and Email: The trainee you entered is already in the list.

NOTE:  When entering multiple records, the first occurrence of a Name and Email combination is accepted. Subsequent duplicates will be flagged as "Not Complete," and a validation message will appear in the modal window.

Ethnicity (Refer to Detail Sheet for Definitions)

  • This is a required field, and the following validation will display on the dropdown box: Provide a response for this field. The grantee must select one of the responses from the following drop-down values:
    • Hispanic or Latino
    • Not Hispanic or Latino
    • Choose not to disclose/unrecorded

Race (Refer to Detail Sheet for Definitions)

  • This is a required field, and the following validation will display on the dropdown box: Provide a response for this field. The grantee must select one of the responses from the following drop-down values:
    • American Indian or Alaska Native
    • Asian
    • Black or African American
    • Native Hawaiian or Other Pacific Islander
    • White
    • More than One Race
    • Choose not to disclose/unrecorded

First-generation college student?

  • This is a required question, and the following validation will display on the dropdown box: Provide a response for this field. The grantee must select one of the responses from the drop-down values:
    • Yes
    • No
    • Choose not to disclose/Unrecorded

Zip Code where trainee lives (For locations without a US postal code, please enter 99999 in this field.)

  • This is a required field, and the following validation will display on the integer box:Enter a 5 digit Zip Code.

Primary discipline of study (during MCH Training Program):

  • This is a required field, and the following validation will display on the dropdown box: Provide a response for this field. The grantee must select one of the responses from the following drop-down values:
    • Applied Behavior Analysis
    • Audiology
    • Community Health Worker
    • Community Member/Person with Lived Experience
    • Dentistry-Pediatric
    • Dentistry-Other
    • Dietetics
    • Disability Studies
    • Doula
    • Education/Special Education
    • Family Member
    • Genetics/Genetic Counseling
    • Health Administration
    • Law
    • Medicine-General
    • Medicine-Adolescent Medicine
    • Medicine-Adult Providers
    • Medicine-Developmental-Behavioral Pediatrics
    • Medicine-Neurodevelopmental Disabilities
    • Medicine-Pediatrics
    • Medicine-Pediatric Pulmonology
    • Medicine-Sleep
    • Medicine-Other
    • Nursing-General
    • Nursing-Family/Pediatric Nurse Practitioner
    • Nursing-Midwife
    • Nursing-Other
    • Nutrition
    • Occupational Therapy
    • Pharmacy
    • Physician Assistant
    • Physical Therapy
    • Psychiatry
    • Psychology
    • Public Health
    • Respiratory Therapy
    • School Psychology/School Counseling
    • Self-Advocate/Person with a Disability or Special Health Care Need
    • Social Work
    • Speech-Language Pathology
    • Other (Specify)

NOTE: If the grantee selects the Other (specify) from the dropdown, a description is required in the Other Discipline Description field and the following validation will display on the field: Provide a description for ‘Other’. The Other Discipline Description field accepts text, numbers, and special characters (not to exceed 100 characters).

Level of training currently being completed through MCHB Training Program

  • This is a required field, and the following validation will display on the dropdown box: Provide a response for this field. The grantee must select one of the responses from the following drop-down values:
    • Undergraduate
    • Masters
    • Pre-doctoral
    • Doctoral
    • Postdoctoral
    • Non-Degree Seeking

Is the trainee currently enrolled in a degree program

  • This is a required field, and the following validation will display on the dropdown box: Provide a response for this field. The grantee must select one of the responses from the following drop-down values:
    • Part-time
    • Full-time
    • Not Enrolled

Did the trainee complete the MCHB Training Program?  

  • This is a required field, and the following validation will display on the dropdown box: Provide a response for this field. The grantee must select a Yes or No response from the dropdown menu.

If yes, what year did the trainee complete MCHB Training Program?  

  • This is a required question if the grantee answers Yes to the question Did the trainee complete the MCHB Training Program.
  • The following validation will be displayed on the field: Provide an appropriate four-digit year.
  • The only accepted years are greater than 1900.
  • If the answer to the previous question was “No”, the year value cannot be entered/accepted when saving the entry.

Did the trainee receive financial support through the MCH Training grant?

  • This is a required question, and the following validation will display on the dropdown box: Provide a response for this field. The grantee must select a Yes or No response from the dropdown menu.

If Yes, Indicate Amount: 

  • This is a required question if the grantee answers Yes to the question Did the trainee receive financial support through the MCH Training grant?
  • The following validation will display on the field: Enter an integer: 1 – 999,999.99

If Yes, Indicate Type:

  • This is a required question if the grantee answers Yes to the question Did the trainee receive financial support through the MCH Training grant? The grantee must select one of the responses from the following drop-down values:
  • Stipend
  • Tuition
  • Stipend and Tuition
  • Other

NOTE: If the grantee selects Other from the dropdown, a description is required in the Other Type Description field and the following validation will display on the field: Provide a description for ‘Other’. The Other Type Description field accepts text, numbers, and special characters (not to exceed 100 characters).

Length of time receiving support to date (Required for Postdoctoral Fellows and MCH Epidemiology Doctoral Program fellows only)

  • This is an optional question for the grantee and the field accepts text, numbers, and special characters (not to exceed 100 characters).
  • Indicate a unit of measurement in the response such as month or year (e.g. a response can be 2 years or 2 months).

Research topic or title (Required for Postdoctoral Fellows and MCH Epidemiology Doctoral Program fellows only)

  • This is an optional question for the grantee and the field accepts text, numbers, and special characters (not to exceed 100 characters).

Screenshot of the Trainee Details section showing first half of fields

Screenshot of the Trainee Details section showing second half of fields

The grantee must click on Save and Close button to add the row in the grid.

Comments

In this section, the grantee can enter additional information (not to exceed 5,000 characters). The Comments field accepts text, numbers, and special characters.

Screenshot of comments

The grantee must click on Save or Save and Continue buttons before navigating away from this form to ensure all data entered is saved successfully.

  • The Save button will save the validated information captured in the form and grantee will remain on the same form.
  • The Save and Continue button will save the validated information and grantee will navigate to the next form.
  • The Go to Previous Form button will navigate to the previous form without saving any previously unsaved information.

Completing the Excel Template

Using the Excel template, grantees can enter data offline and then upload it to the Electronic Handbooks (EHBs) to populate the Long-Term Trainees Training Program Information form.

To access the Excel template, click the Download/Upload icon below the Resources section.

Screenshot of the Download Upload Files button

A new modal window will be displayed. To download the Excel template, click the Download button under Step 1.

Screenshot of the Step 1 Download Template section

The template will be downloaded, and the grantee can access and open the downloaded Excel template.

Screenshot of the Downloaded Excel file to open

If data has been entered in the form prior to downloading, ensure you click “Save” at the bottom of the page to include those entries in the downloaded Excel template. If no entries have been entered or saved, the downloaded Excel file will be blank.

The first tab in the downloaded Excel template will have the detailed instructions.

Screenshot of the Long Term Trainees Excel file showing Instructions tab

The second tab will have the form fields that will need to be completed.

Screenshot of the Excel file showing Long Term Trainees tab

See the “Long-Term Trainees Training Program Information” section of this guide for details on each of the form fields.

When downloading an Excel template, the following warnings may be displayed depending on your Excel settings:

  • Marked as Final: In order to work on the template, click the Edit Anyway button to enable changes to the template.
  • Signatures: The certificate signatures indicate that the downloaded Excel template is a valid template. Click View Signatures to view the certificate signatures.  Please note that when clicking the “Edit Anyway” button above it will clear the certificate signatures.
  • Security Warning: If displayed, click the Enable Content button to enable the macro enabled content, column dropdown options and validations.

Screenshot of the Excel notifications

To verify if macros are enabled, follow these steps:

  • Click the File tab, then Options.
  • In the left pane, click Trust Center and then Trust Center Settings.
  • In the Trust Center Settings window, you'll see the Macro Settings option on the left side.
  • If you want to enable macros for all files and any future downloads, click "Enable all macros" in the Macro Settings and click "OK".
  • If you want to enable the macros for the downloaded Excel template that contains the code signing certificate, click the “Disable VBA macros except digitally signed macros” option and click “OK”.

Screenshot of the Excel Options page showing Trust Center Settings

Screenshot of the Trust Center page showing Macro Settings

Enabling the macros is critical to ensure the Excel template functionality works as expected. For example, macros must be enabled in order to multi select options in columns as applicable.

If any of the columns in the Excel template have dropdown options, and the user enters a different value than what is available, the following error will be displayed.

Screenshot of the Validation error message

The user must correct these errors before saving the template. After entering the data in the Excel template, save the file.

NOTE: User is not required to enter all the mandatory fields in the Excel to upload, but those records will be in Not Complete status upon processing of the file.

To upload and process the data in the Excel template, click the Download/Upload icon below the Resources section.

Screenshot of the Download Upload Files button

A new modal window will be displayed. To upload the completed Excel template, click the Choose File button in Step 2.

Screenshot of Step 2 Upload File section showing Choose File

Once the file has been selected, the Process File button becomes enabled.

Screenshot of Step 2 Upload File section showing Process button

Click Process File under Step 2 to save the data into the form.  Any data in the form that has been saved manually or through AutoSave will be cleared when clicking Process File and replaced with the contents of the Excel Template.

The form will display the data entered and processed from the Excel template.

 Screenshot of the Long Term Trainees Detail Sheet showing processed data

If any of the data did not have any of the required fields, or there are validations, then the status will be displayed as Not Complete. Data with all the required fields entered and no validations will be displayed as Complete.

Please note that uploading and processing an Excel template will overwrite any existing records. To preserve your current data and add new entries, it is recommended to first download a copy of the Excel template, append your new data, and then upload and process the updated file.

Important: After uploading your Excel file, if you add or modify any rows in the grid, you MUST click the Save button to retain those changes.

You must click on Save or Save and Continue buttons before navigating away from this form to ensure all data entered is saved successfully.

Form-Level Rules and Validations

  • For New Competing Performance Reports (NCPRs), this form is not applicable.
  • For Non-Competing Continuation Performance Reports (NCCPRs) and Project Period End Reports (PPERs), the grantee must provide data in the Long-Term Trainees Training Program Information.
  • Data checks and validations for Amount:
    • Accepts numeric values only.
    • Accepts a maximum of nine digits.
    • Accept decimal values up to 2 decimal points.
    • Does not accept any text values.
  • Data checks and validations for all the description fields such as Other Discipline Description:
    • Fields accept text, numbers, and special characters.
    • Fields accept a maximum of 100 characters.
  • Data checks and validations for all the text fields such as Name, Email address, Length of time receiving support to date and Research topic or title:
    • Fields accept text, numbers, and special characters.
    • Fields accept a maximum of 100 characters.
The Comments text box will accept text, numbers, and special characters (not to exceed 5,000 characters).
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