Recognition of Trainer Processes on SOAR at Medical Appraisers Conference
Recognition of Trainer processes
on SOAR
Medical Appraisers Conference
5
th
May 2016
William Liu
Claire MacRae
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Overview
•
Quick Intro to session
•
Brief round table discussions
•
Processes and systems overview
•
SOAR Demo
•
Q&A
Introduction
•
GMC requirement to “recognise” all trainers
in “Named-Trainer roles”
•
Incorporated into appraisal process
•
RoT form as appraisal supporting information
•
In Scotland, achieved via SOAR
•
Year 1 = 2015/2016
•
Year 2 = 2016/2017 (further development
scheduled)
Round table discussions
•
5 - 8 minutes (max)
•
Discuss within your table:
–
Your Role, Experience of RoT so far
–
Positives and Negatives (no swearing please)
–
What
questions
you have regarding RoT? – Discuss within
group
•
For any unresolved questions, write them on post-it
notes and pop them onto flipchart paper / wall
…………………………………………… 2.5 mins ……………………………………………
(halfway)
Start…
Times up
Systems overview
•
Named-Trainer data is held on
Turas
(NES
Training Management system)
•
Trainer data sent to
SOAR
via overnight
automated processes
•
If Trainer Surname and GMC number are
matched, the following is added to SOAR:
–
Named trainer role(s), and associated health
board(s) and EO(s)
•
If Trainer details incorrect – contact DME
Who completes the RoT
Form?
•
Secondary Care users
–
With named-trainer roles following data import
–
Optional
for those working to becoming a Trainer
•
GPs
–
Non approved
GP Trainers who supervise foundation
trainees; or
–
Non approved
GP Trainers who provide supervision in
OOH in “named trainer role”
–
Approved GP Trainers
DO NOT
complete RoT forms
–
Supervising Clinicians
DO NOT
complete RoT forms
•
If incorrectly ID’ed as trainer – contact DME
Appraisal
•
No such thing as “ROT Appraisal”
•
RoT and uploaded docs (under Form 3
Domain 1) to be submitted as part of
appraisal supporting info
•
Discussed as part of appraisal process
•
Summary of discussion added on Form 4
•
Appraisers asked to verify supporting
information only
•
Recognition process rests with DMEs and EOs
Form 7
•
When Form 4 is signed off, Form 7 is
automatically generated
•
Form 7 – a
read-only
copy of all
RoT
information
on submitted Form 3 and signed
off Form 4
•
DMEs and EOs have NO access to Form 4,
only Form 7
•
DMEs and EOs make their recognition
decision on Form 7
Turas
(Trainer details)
SOAR
(Appraisal details)
Appraisee completes RoT
(as part of Form 3)
Submits and shares with
Appraiser for Appraisal
Appraiser drafts Form 4;
Appraisee signs off Form 4
Form 7
created
(RoT info from Forms 3 and 4)
Ready
Partial
Ready
Not Ready
Not
Appraised
DMEs
review Form 7 and
make recommendation
EO
reviews DMEs’
recommendations
and recognises
Trainer (or not)
Appraisal:
Categorised by Form 3 completion:
Possible year 2
development
Data import:
SOAR Demo
Year 2 development
•
Simplified RoT form
•
Data sharing from SOAR to Turas (appraisal
and recognition dates)
•
Enable Form 7 access to Appraisees/ers
•
Improved interface for GP Trainers
–
“Are you an Approved GP Trainer?”
•
Misc improvements for DMEs and EOs
New simplified RoT form
(1/5)
•
Required if ID’ed in import as “named
trainer”
•
Are you an Approved GP Trainer?
–
for those with a GP appraisee role
•
If Yes – RoT form is disabled
•
If No, but has named Trainer role from import
– complete RoT form
•
If No, and have no named roles, RoT form is
disabled
New simplified RoT form
(2/5)
•
Section A:
Educational Governance Requirements
If you are unable to accept/tick all 3 requirements then you
must provide additional comments to explain why.
I have a GMC Licence to Practice.
I have completed equality and diversity training as
required by my employer. I am currently practising within
the field(s) relevant to my training role(s).
I have appropriate time allocated within my role.
New simplified RoT form
(3/5)
•
Section B:
Role Specific Requirements
By ticking the checkbox you confirm the following:
•
I understand the requirements of my role and how that role
fits with other educational and clinical roles.
•
I know how to get support if needed.
•
I understand the curriculum and career stage of my
students/trainees.
These requirements should have been addressed through your induction.
New simplified RoT form
(4/5)
•
Section C:
Generic Trainer Skills
You must provide evidence of an appropriate level of teaching development. For
most trainers this will involve providing supporting information mapped to the GMCs
framework areas.
By ticking the checkbox you confirm you can demonstrate that you
meet the GMC framework areas and have uploaded relevant
supporting information:
1.
Ensuring safe and effective patient care through training
2.
Establishing and maintaining an environment for learning
3.
Teaching and facilitating learning
4.
Enhancing learning through assessment
5.
Supporting and monitoring educational process
6.
Guiding personal and professional development
7.
Continuing professional development (CPD) as an educator
•
Each bullet point will be hyperlinked to STF website
Each bullet point will be hyperlinked to STF website
New simplified RoT form
(5/5)
•
Supporting information for appraisal
This should include appropriate documentary evidence for section c
and an equality and diversity training certificate (where available). If
documentary evidence is not available, an appropriate narrative should
be provided below.
Additional information:
Upload
Q & A…
Thank you!
•
Web resources:
–
www.appraisal.nes.scot.nhs.uk
–
www.scottishtrainerframework.org
•
Further assistance:
–
Click on “Contact” from Scottish Trainer
Framework website; or
–
Use the “Help” box / form when logged into
SOAR; or
–
Email the SOAR helpdesk:
SOAR@nes.scot.nhs.uk
The presentation at the Medical Appraisers Conference discussed the processes involved in recognizing trainers on SOAR, meeting GMC requirements in Scotland. The session included round table discussions, an overview of the systems, and details about completing the RoT form. The process involves data transfer from Turas to SOAR for named trainers, and the importance of correct completion of appraisal forms was emphasized.
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Presentation Transcript
Recognition of Trainer processes on SOAR William Liu Claire MacRae Medical Appraisers Conference 5thMay 2016 Quality Education for a Healthier Scotland
Overview Quick Intro to session Brief round table discussions Processes and systems overview SOAR Demo Q&A
Introduction GMC requirement to recognise all trainers in Named-Trainer roles Incorporated into appraisal process RoT form as appraisal supporting information In Scotland, achieved via SOAR Year 1 = 2015/2016 Year 2 = 2016/2017 (further development scheduled)
Round table discussions 5 - 8 minutes (max) Discuss within your table: Your Role, Experience of RoT so far Positives and Negatives (no swearing please) What questions you have regarding RoT? Discuss within group For any unresolved questions, write them on post-it notes and pop them onto flipchart paper / wall 2.5 mins (halfway) Times up Start
Systems overview Named-Trainer data is held on Turas (NES Training Management system) Trainer data sent to SOAR via overnight automated processes If Trainer Surname and GMC number are matched, the following is added to SOAR: Named trainer role(s), and associated health board(s) and EO(s) If Trainer details incorrect contact DME
Who completes the RoT Form? Secondary Care users With named-trainer roles following data import Optional for those working to becoming a Trainer GPs Non approved GP Trainers who supervise foundation trainees; or Non approved GP Trainers who provide supervision in OOH in named trainer role Approved GP Trainers DO NOT complete RoT forms Supervising Clinicians DO NOT complete RoT forms If incorrectly ID ed as trainer contact DME
Appraisal No such thing as ROT Appraisal RoT and uploaded docs (under Form 3 Domain 1) to be submitted as part of appraisal supporting info Discussed as part of appraisal process Summary of discussion added on Form 4 Appraisers asked to verify supporting information only Recognition process rests with DMEs and EOs
Form 7 When Form 4 is signed off, Form 7 is automatically generated Form 7 a read-only copy of all RoT information on submitted Form 3 and signed off Form 4 DMEs and EOs have NO access to Form 4, only Form 7 DMEs and EOs make their recognition decision on Form 7
Data import: Possible year 2 development Turas (Trainer details) Form 7 created (RoT info from Forms 3 and 4) SOAR (Appraisal details) Categorised by Form 3 completion: Partial Ready Ready Appraisal: Not Appraisee completes RoT (as part of Form 3) Not Ready Appraised Submits and shares with Appraiser for Appraisal EO reviews DMEs recommendations and recognises Trainer (or not) DMEs review Form 7 and make recommendation Appraiser drafts Form 4; Appraisee signs off Form 4
Year 2 development Simplified RoT form Data sharing from SOAR to Turas (appraisal and recognition dates) Enable Form 7 access to Appraisees/ers Improved interface for GP Trainers Are you an Approved GP Trainer? Misc improvements for DMEs and EOs
New simplified RoT form (1/5) Required if ID edin import as named trainer Are you an Approved GP Trainer? for those with a GP appraisee role If Yes RoT form is disabled If No, but has named Trainer role from import complete RoT form If No, and have no named roles, RoT form is disabled
New simplified RoT form (2/5) Section A: Educational Governance Requirements If you are unable to accept/tick all 3 requirements then you must provide additional comments to explain why. I have a GMC Licence to Practice. I have completed equality and diversity training as required by my employer. I am currently practising within the field(s) relevant to my training role(s). I have appropriate time allocated within my role.
New simplified RoT form (3/5) Section B: Role Specific Requirements By ticking the checkbox you confirm the following: I understand the requirements of my role and how that role fits with other educational and clinical roles. I know how to get support if needed. I understand the curriculum and career stage of my students/trainees. These requirements should have been addressed through your induction.
New simplified RoT form (4/5) Section C: Generic Trainer Skills You must provide evidence of an appropriate level of teaching development. For most trainers this will involve providing supporting information mapped to the GMCs framework areas. By ticking the checkbox you confirm you can demonstrate that you meet the GMC framework areas and have uploaded relevant supporting information: 1. 2. 3. 4. 5. 6. 7. Ensuring safe and effective patient care through training Establishing and maintaining an environment for learning Teaching and facilitating learning Enhancing learning through assessment Supporting and monitoring educational process Guiding personal and professional development Continuing professional development (CPD) as an educator Each bullet point will be hyperlinked to STF website
New simplified RoT form (5/5) Supporting information for appraisal This should include appropriate documentary evidence for section c and an equality and diversity training certificate (where available). If documentary evidence is not available, an appropriate narrative should be provided below. Upload Additional information:
Thank you! Web resources: www.appraisal.nes.scot.nhs.uk www.scottishtrainerframework.org Further assistance: Click on Contact from Scottish Trainer Framework website; or Use the Help box / form when logged into SOAR; or Email the SOAR helpdesk: SOAR@nes.scot.nhs.uk
