Recognition of Trainer processes on SOAR William Liu

Recognition of Trainer processes on SOAR William Liu Claire Mac. Rae Medical Appraisers Conference 5 th May 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 • Ro. T 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 Ro. T so far – Positives and Negatives (no swearing please) – What questions you have regarding Ro. T? – 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 Ro. T 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 Ro. T forms – Supervising Clinicians DO NOT complete Ro. T forms • If incorrectly ID’ed as trainer – contact DME

Appraisal • No such thing as “ROT Appraisal” • Ro. T 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 Ro. T 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: Turas (Trainer details) SOAR (Appraisal details) Possible year 2 development Form 7 created (Ro. T info from Forms 3 and 4) Categorised by Form 3 completion: Ready Partial Ready Not Appraised Appraisal: Appraisee completes Ro. T (as part of Form 3) Submits and shares with Appraiser for Appraisal Appraiser drafts Form 4; Appraisee signs off Form 4 DMEs review Form 7 and make recommendation EO reviews DMEs’ recommendations and recognises Trainer (or not)

SOAR Demo

Year 2 development • Simplified Ro. T 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 Ro. T 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 – Ro. T form is disabled • If No, but has named Trainer role from import – complete Ro. T form • If No, and have no named roles, Ro. T form is disabled

New simplified Ro. T 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. q I have a GMC Licence to Practice. q 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). q I have appropriate time allocated within my role.

New simplified Ro. T form (3/5) • Section B: Role Specific Requirements q 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 Ro. T 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. q 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 Ro. T 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