CommCareTraining Plan – Scale-up of Pilot Site

Dimagi recommends the following training plan for a scale-up of CommCare by community
health workers. On this page, the chart below indicates the specific tasks required for a
CommCare training and the estimated task duration, where applicable.

The plan is divided for different phases: Pre-training (on and off site), Training (schedule per
day) and Post-Training.

Assumptions:

1. Application is composed of two modules (maximum of 10 forms)

2. Network provider has been identified. Mobile phones, SIMs and memory cards have been
procured.
3. A CommCare pilot has been conducted, and we are starting with a base of approximately
10 Master ASHAs who are experts in the use of CommCare and can support new trainee
ASHAs. The Project Coordinator and Manager are experienced in deploying CommCare.
Field Staff have observed use of CommCare in the field, are experienced in supporting
ASHAs use the application and have some technical training for troubleshooting.
4. One batch refers to a training group of 20-30 new CHWs.

Task Actors Time 

Pre-Training (Off-site)
Mobile Set-up, CHW Contracts,

1. Finalize CHW policies and contracts Partner 

2. Procure SIM cards PARTNER 
3. Identify new CHWs and collect personal information (name, 
village, supervisor, cluster group, personal mobile number, age, PARTNER
education, mobile phone experience)
4. Procure mobile phones and memory cards PARTNER 
5. Procure SIM cards PARTNER 
6. Create complete inventory of phones, IMEIs, SIMs, along with
PARTNER 
ASHAs details (See #3)
7. Provide CHW details to Dimagi PARTNER 
8. Create CHW usernames on CommCareHQ Dimagi 
9. Update CommCare users details (CHW names and phone
PARTNER
numbers)
10. Assign ASHAs to groups for CommCareHQ Reports (i.e. PHC,
Dimagi 
cluster group, supervisors, blocks)
PARTNER,
11. Finalize pre and post knowledge assessment test for ASHAs
Dimagi
12. Finalize training schedule
Dimagi, 
PARTNER
13. Charge all phones before training day PARTNER
14. Label phones with ASHA serial no. and name PARTNER
CommCareTraining Plan – Scale-up of Pilot Site
15. Share travel and accommodations info with PARTNER Dimagi
16. Communicate training schedule with all ASHAs PARTNER 
17. Activate and set-up GPRS on all phones PARTNER
18. Recharge all mobile phones with starting balance PARTNER
19. Install scale-up demo application installed on source phone
Pre-Training (On-Site)
Mobile Set-up &CommCare Installation

Dimagi field engineer arrives at project site - 4-6 hours

1. Review training schedule and plan with team 30 min
 Review Pre-training (Off-site) checklist Dimagi,
 Decide language of input (Hindi/English) as this will PARTNER
inform Day 2 of training
Dimagi, 1 hour
2. Demo the scale-up app with project team
PARTNER
3. Minor changes to the application if absolutely cruical (this may 1 hour (as
Dimagi
not be feasible) feasible)
Dimagi, 30 min
4. Review installation and set-up protocol
PARTNER
5. Create 5 demo cases in each module in the final scale-up 15 min
application
 3 demo cases have no detail
Dimagi
 2 demo cases have detail
Mother: 3, 4, 6, 7, 9 months
Child: 1.5, 2.5, 3.5, 9, 24 months
6. Install the finalized scale-up app from source phone on all 1-2 hours
phones.
 Dimagi field engineer will install final scale-up
PARTNER,
application from source phone to one destination phone
Dimagi
per cluster group. Field staff (CDCs) will then copy the
application to the rest of the phones in their cluster
group.
7. Move the application to the Games folder of each phone and set
PARTNER
application permissions on all phones
8. Create short-cuts PARTNER 30 min
PARTNER,
9. Test GPRS on all phones
Dimagi
PARTNER,
10. Restore user IDs to every phone with working GPRS
Dimagi
11. Opt-in all CommCare users to Dimagi gateway PARTNER
12. Undo prediction (through SMS window) 15 min
13. Open browser and set up internet PARTNER
14. Verify date and time on all phones PARTNER
15. Ensure volume is at maximum PARTNER
16. Ensure all phones are fully charged PARTNER
17. Charge phones that are not fully charged PARTNER (Variable)
18. Organize phones as per cluster groups for ease of dissemination PARTNER 5 min
on training day.
CommCareTraining Plan – Scale-up of Pilot Site
 Please label all phones as per ASHA name, and cluster
group in advance
19. Prepare name tags for ASHAs and staff present for training PARTNER 10 min
20. Review CommCareHQ Reporting features with MIS ,Project 1 hour
Coordinators and Managers
Dimagi
 CHW performance reports (supervisory tool)
 Programmatic reports (raw data export)
Dimagi, Variable
21. Troubleshoot GPRS on all non-working phones
PARTNER
CommCareTraining Plan – Scale-up of Pilot Site

Training – Day 1
Scale-up Training
1 Batch, 31 new CHWs, 10-Master CHWs,
2 new field staff, 5 experienced field staff, 2 support staff,
1 Dimagi field engineer2 modules, 10 forms, 3 days
Day 1 Goals:
(a) Train Mother Module - Pregnancy (Content)
(b) Review basic mobile phone/CommCare operation (Navigation within forms only)
(c) Train Mother Module – Birth (Content and navigation within forms)
(d) Train Mother Module – Close (Content, navigation within forms and case management –closing)
(e) Practice
DAY ONE - PART ONE 3h 30 min
1. Ice-breaker questions/survey 10 min
 How many ASHAs own their mobile phones? Camera
phones?
 How many listen to music on their phones? Who puts
the music?
 How many know what a memory card is?
2. Administer pre-knowledge assessment test 1 hour
 # questions on antenatal care?
 # questions on newborn care?
3. Show three videos of ASHAs using CommCare elsewhere 5 min
 ASHA Sushila in Kaushambi, Uttar Pradesh
 ASHA Seema in Kishangarh, Rajasthan
 ASHA Gangai in Chikhaldara, Maharasthra
4. CDCs disseminate phones 10 min
5. Introduce the following buttons 10 min
 right soft key = open
Dimagi
 center key = OK
 scroll pad = up/down
Dimagi, 5 min
6. Open CommCare
PARTNER
7. Introduce login screen 10 min
 Point to usernames
Dimagi
 Explain lock/password will be given
 Explain login vs. demo
8. Read the module names. Read the form titles. Dimagi <1 min
Forms:
 Mother Registration
 Pregnancy
 Birth
 Mother Close/Cancel

 Newborn Registration
 Breastfeeding
 Newborn Care and Nutrition
 Immunizations
 Weight and Height
 Child Close
CommCareTraining Plan – Scale-up of Pilot Site
Navigation:
 Scrolling button
 Center key to select
9. Open Pregnancy form <1 min
Dimagi
 Purpose: to be filled at home visit for counseling support
10. Review Case list 10 min
 Name
 EDD
Dimagi,
 Cases (x)
PARTNER
Navigation:
 Scroll to select a case
 Center to OK
11. Review Case detail view 15 min
 14 case properties
 Scroll to view all details Dimagi,
Navigation: PARTNER
 Scroll to select a case
 Center to OK
12. Review all questions one by one, demonstrate skip logic. 1 hour
 Use demo case of pregnant woman (9 months to display
all questions)
 Introduce in order:
o Next (center key) Dimagi (to
o Hash key (#) full group)
o Options keys (number keypad)
o Next (center key)
 Cycle back to that case and demonstrate the saved data
in the case detail view
13. Review all buttons 20 min
 Open CommCare (right soft key)
 Scrolling up/down
 Selection (center key) Dimagi
 Next question (center key)
 Options keys (number key pad)
 Audio key (Hash - #)
14. Sending Data: 10 min
 Auto-send
 Symbols: E, G, none. Dimagi,
 Notifications: Charges 0.10 cents per form in login and PARTNER
demo mode
 Re-charge is PARTNER’s responsibility.
15. Group work - CDCs facilitate 1 hour
 CDCs review all buttons once more in their respective
groups
 Instruct ASHAs to plug in headphones to the mobile
PARTNER
phone and complete the checklists of two new pregnant
woman in their case list
 Use demo case of pregnant woman (6 months)
 Use demo case of pregnant woman (3 months)
BREAK 40 min
DAY ONE - PART TWO 3h 30 min
16. Questions and Answers within CDC groups PARTNER 30 min
CommCareTraining Plan – Scale-up of Pilot Site
 CDCs share some questions raised with all groups
17. Navigation review: 10 min
 Open CommCare (right soft key)
 Scrolling up/down
 Selection (center key) PARTNER
 Next question (center key)
 Options keys (number key pad)
 Audio key (Hash - #)
18. New navigation keys: 10 min
 Previous question within form (right soft key)
 Exiting within a form (left soft key, down, and center)
Dimagi
 Navigation between case list and case detail (center key
and back key)
 Navigating from case list to forms list
19. Group work – CDCs facilitate 30 min
 Task 1: Moving back in a form and exiting a form. PARTNER
 Task2: Navigating between case list and case details
20. Open Birth Form <1 min
 Purpose: to be filled to report all deliveries/child-specific Dimagi
pregnancy outcomes
21. Review all questions one by one. 15 min
 Cycle back to that case and show that case has Dimagi
disappeared from the list.
22. Open Mother Close Form <1 min
 Purpose: to be filled to cancel mother cases (due to death
Dimagi
during pregnancy, loss to follow-up, mistake in
registration, or other)
23. Review all questions one by one. 15 min
 Demonstrate what to do if you don’t intend to cancel but
opened by accident (exit form) Dimagi
 Cycle back to that case and show that case has
disappeared from the list.
24. Group work – CDCs Facilitate Remaining
 Practice time
PARTNER
 Q&A
 CDC can review based on needs of ASHAs
25. ASHAs take home phones and instructed to practice and review <1 min
the content.
26. Guidelines for taking phones home: < 1 min
 Do not remove memory card
 Do not switch SIM card
CommCareTraining Plan – Scale-up of Pilot Site
Training – Day 2
Scale-up Training
1 Batch, 31 new CHWs, 10-Master CHWs,
2 new field staff, 5 experienced field staff, 2 support staff,
1 Dimagi field engineer
2 modules, 10 forms, 3 days
Day 2 Goals:
(a) Train Mother Module - Registration (Case management –opening: text, number, date input)
(b) Train Child Module – Registration (Case management –opening: text, number, date input)
(c) Train Child Module - Breastfeeding (Content only, skip logic)
(d) Train Child Module – Immunizations (Content only, skip logic)
(e) Train Child Module – Height and Weight (Content only, skip logic)
(f) Practice
DAY TWO - PART ONE 3 hours
1. Icebreaker questions/survey: 10 min
 How many practiced last night? New forms or only the
ones we learned yesterday?
 How many mobile phone have problems?
 What did you tell your families? Dimagi
 How many read SMSs?
 How many know where the inbox is?
 How many type SMSs?
 How many prefer English menus on phone? Hindi?
2. Navigation review: 30 min
 Open CommCare (right soft key)
 Login vs. Demo
 Scrolling up/down
 Selection (center key)
 Navigation between case list and case detail (center key
and back key) PARTNER
 Navigating from case list to forms list
 Next question (center key)
 Options keys (number key pad)
 Audio key (Hash - #)
 Previous question within form (right soft key)
 Exiting within a form (left soft key, down, and center)
3. Open Mother Registration Form <1 min
 Purpose: to register pregnant women into CommCare Dimagi
and create due list
4. Review all questions one by one, demonstrate skip logic. Dimagi 30 min
 Notice that when you open this form, you don’t see a
case list. This is because we are creating a name here. If
we fill this form, a new name will be generated in all of
your case lists.
 Specific instructions about typing dates (must enter 0 for
single digit months and dates)
 Mention the importance of this date:
o EDD is calculated based on LMP.
o Cannot enter before today
o Pay attention to year.
o Skip logic is dependent on this date to work
correctly.
CommCareTraining Plan – Scale-up of Pilot Site
 Cycle back to case list to show new case added to the
due list.
 Repeat once again.
5. Ask two pilot ASHAs to stand-up and share their experience 20 min
about learning how to complete the registration and type on the
phone.
 Learn by practicing in demo mode
 Draw the Hindi alphabet in notebook for reference PARTNER
 10 min in the beginning, but now 4 min
 Task after training: Register all of the pregnant woman
and newborn children in your village, you will become
very fast by the time you complete.
6. Question for all ASHAs: -
PARTNER
 Preference for Hindi or English input?
7. Group activity – CDCs facilitate 1 hour
 Task 1: Work in pairs and register an ASHA in your
PARTNER
cluster group
 Task 2: Register another ASHA in your cluster group
8. Questions and Answers within CDC groups 30 min
 CDCs share some questions raised with all groups re: PARTNER
typing
BREAK 40 min
DAY TWO – PART TWO 3 hours
9. Open Child Registration Form <1 min
 Purpose: to register newborns (0-2 years) into Dimagi
CommCare and create due list
10. Review all questions one by one, demonstrate skip logic. 30 min
 Specific instructions about typing dates (must enter 0 for
single digit months and dates)
 Mention the importance of this date:
o Age (in months) is calculated based on DOB.
o Can enter today’s date and dates before today
o Pay attention to year. Dimagi
o Skip logic is dependent on this date to work
correctly (i.e. immunization schedule, feeding
schedule)
 Cycle back to case list to show new case added to the
due list.
 Repeat once again.
11. Review forms within the Child Module Dimagi <1 min
12. Review Case list 10 min
 Name
 Age (months) Dimagi
 Growth
 Cases (x)
13. Review Case detail view 10 min
 19 case properties Dimagi
 Scrolling
14. Open Breastfeeding Form <1 min
 Purpose: to counsel breastfeeding women of a newborn
Dimagi
who is 0-6 months old. Select the case based on age
displayed in case list.
CommCareTraining Plan – Scale-up of Pilot Site
15. Review all questions one by one, demonstrate skip logic. 15 min
 Complete this form for children 0-6 months old (see Dimagi
case list)
16. Group activity – CDCs facilitate 30 min
 Task: Work in pairs and each ASHA should complete a
PARTNER
breastfeeding form for one of the children under 0-6
months.
17. Open Immunization Form (in cluster groups) <1 min
 Purpose: to fill out during Immunization day every
month. In the beginning, you will have to update the PARTNER
child’s complete known history first. Then, questions
will display according to age (in months).
18. Review all questions one by one, demonstrate skip logic. 15 min
 Cycle back to case detail view to show updates. PARTNER
 Draw out the schedule on whiteboard
30 min
19. Group activity – CDCs facilitate
 Task: Work in pairs and each ASHA should complete PARTNER
the immunization form for all of their cases.
20. Open Weight and Height Form (in cluster groups) <1 min
 Purpose: to fill out during MCHN day every month. PARTNER
Start filling out this form on the next MCHN day.
21. Review all questions one by one. No skip logic, all questions are 10 min
required.
 Work with Anganwadi worker to use the Gradation PARTNER
Chart.
 Cycle back to case detail view to show updates.
22. Group activity – CDCs facilitate 30 min
 Task: Work in pairs and each ASHA should complete PARTNER
the weight and height form for all of their cases.
23. Group work – CDCs Facilitate Remaining
 Practice time
PARTNER
 Q&A
 CDC can review based on needs of ASHAs
24. ASHAs take home phones and instructed to practice and review -
the content.
Task: Try to register some new cases in demo mode. Try to register
your children and women in your family. Dimagi
Reminders:
 Do not remove memory card
 Do not switch SIM card
27. Test SMS feature in CommCare: You may like to send the -
following messages:
 ‘Welcome to CommCare’ message or
PARTNER
 ‘Good luck using CommCare for the first week.’
 Reminders for tasks: ‘Please try to register all pregnant
woman and children in CommCare within the first week.’
CommCareTraining Plan – Scale-up of Pilot Site
Training – Day 3
Scale-up Training
1 Batch, 31 new CHWs, 10-Master CHWs,
2 new field staff, 5 experienced field staff, 2 support staff,
1 Dimagi field engineer
2 modules, 10 forms, 3 days
Day 3 Goals:
(a) Review CommCare Navigation and Data Entry Specifics
(b) Train Child Module – Newborn Care (Content only, skip logic)
(c) Mobile Phone Navigation

DAY THREE - PART ONE 3 hours

1. Icebreaker questions/survey: 10 min
 How many received an SMS from ComCare yesterday?
 How many registered new cases last night? How do you
feel about typing in the phone?
 How many know how to check balance on phone?
 How many know how to set date/time on their phone? Dimagi
 How many know where to find Games on their phone?
Played games?
 How many know where to find the Memory Card? What
is it?
 How many know where the media player?
2. Navigation review: 30 min
 Open CommCare (right soft key)
 Login vs. Demo
 Scrolling up/down
 Selection (center key)
 Navigation between case list and case detail (center key
and back key)
PARTNER
 Navigating from case list to forms list
 Next question (center key)
 Options keys (number key pad)
 Audio key (Hash - #)
 Previous question within form (right soft key)
 Exiting within a form (left soft key, down, and center)
 Find/Search option in case lists
3. Open Child Health and Nutrition Form <1 min
 Purpose: a counseling form that can be filled out during Dimagi
home visits for children 0-2 years of age.
4. Review all questions one by one, demonstrate skip logic. 30 min
 Skip logic for feeding, breastfeeding, and danger signs. Dimagi
 Draw out the schedule on whiteboard
5. Group activity – CDCs facilitate 1 hour
 Task: Work in pairs and each ASHA should complete PARTNER
the newborn form for at least 2 of their cases.
6. Mobile Phone Navigation: Dimagi, 1 hour
 Checking balance PARTNER
 Turning on/off (CDC
 Unlocking supports in
 Battery length groups)
 Profile (general, silent)
CommCareTraining Plan – Scale-up of Pilot Site
 Set date and time on mobile phone. Check date (top left
corner).
 Find the Games folder, identify CommCare (flower
logo)
 Find the Memory Card (Notice the yellow folder called
CommCare. Do not alter this).
 Open Media Player to increase volume, and play
CommCare audio.
 Navigate to Inbox (in case receive messages from
ComCar – that’s Dimagi or PARTNER)
BREAK 40 min
DAY TWO – PART TWO 3 hours
7. Open Child Close Form <1 min
 Purpose: to close out child cases after 2 years completed, Dimagi
loss to follow-up, expired or mistake in registration
8. Introduce passwords and login 15 min
Dimagi
 Review difference between demo and login
9. PARTNER communication: 20 min
 Contracts, expectations
 SIM registration documentation
PARTNER
 Verify that all ASHAs have their respective CDCs
contact information saved in their phone
 Explain re-charge policy and lost/damaged phone policy
10. PRACTICE PRACTICE PRACTICE PARTNER, Remaining
Work in cluster groups with CDCs Dimagi time
Open Q&A with pilot ASHAs, Dimagi, and PARTNER (supports)
Dimagi field engineer leaves project site

Post-Training
Field Follow-up
CommCareTraining Plan – Scale-up of Pilot Site
Close monitoring and observations of use of CommCare 1-2 weeks post-training
Launch project – deployment starts -
1. Field staff prioritizes visits to all ASHAs with GPRS challenges
PARTNER
and resolves issue in-field, if possible
2. Update mobile numbers, and full names for all ASHAs in
PARTNER
CommCareHQ
3. Test SMS feature in CommCare: You may like to send the
following messages:
 ‘Welcome to CommCare’ message or
PARTNER
 ‘Good luck using CommCare for the first week.’
 Reminders for tasks: ‘Please try to register all pregnant
woman and children in CommCare within the first week.’
4. Send an SMS to all ASHAs and CDCs with a link of the current
PARTNER
application. (For quick re-installation in the field, if necessary).
5. All CDCs should be equipped with a microSD card with
CommCare multimedia folder and a fresh copy of the application PARTNER
installed. (For quick re-installation in the field, if necessary).