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OCAP Online

2. Step by step in detail. Where this presentation fits in. Induction PresentationsIntroduction to the T

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OCAP Online

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    1. Orthopaedic Curriculum & Assessment Project David Pitts Mike Reed Raj Bhattacharya Andrew Lamb 2. Step by step in detail

    2. 2. Step by step in detail Where this presentation fits in Induction Presentations Introduction to the T&O curriculum Basics Using the e-logbook Using PBAs Already available at www.ocap.org.uk in induction presentations OCAP Online Presentations Introduction (overview) Brief review of all elements of online curriculum tools Step-by-step introduction Online PBA Using other assessments online Producing Trainer profiles online How to build a profile from trainee data or from scratch and share that profile with others

    3. In this presentation How to create/set up: A placement/attachment A trainers account A trainers profile A learning agreement Your own (trainee) profile How to use PBAS Other assessment tools

    5. Sign in to the elogbook using usual user name and password 2. Step by step in detail

    6. Click on Training link 2. Step by step in detail

    7. 3 Guides to get you started

    8. Setting up a hospital placement / attachment

    9. Click on the link Set up a Hospital Attachment to start the set up for your current post.

    10. 1. Name your placement (use a name that will allow you to identify the placement easily)

    11. 2. Choose your specialty from the drop down menu.

    12. 3. Select hospital: (Start typing the name of the hospital in the box and it should appear)

    13. 4.Select start date of placement 5.Select end date of placement 6.Select year of training

    14. 7. Identify your trainer. Trainer may already be on database. If not then create trainers account (see later)

    15. 8. When Trainer account has been created, you may add this as your current attachment

    16. Creating a Trainers Account (should not be necessary but just in case)

    17. 1. create your trainers account by clicking on the link

    18. You should then see this screen

    19. 2. Select Trainers specialty from drop down menu.

    20. 5. When Trainer account is created, you may add this as your current attachment

    21. It should eventually look like this when you access it again

    22. Using other OCAP online functions Create a learning agreement Create trainers profile Create your own (trainee) profile

    23. Most actions in OCAP online can be accessed from the current attachment menu

    24. The checklists help you to use the various elements of the online curriculum as you proceed through your placement

    25. Creating an initial Learning Agreement

    26. 1. Click on the first box Review the checklist to proceed to the placement documentation

    27. 2.Use the link to go to the Learning Agreement Form

    28. 3. Open the appropriate learning agreement document by clicking on the relevant meeting icon ..

    29. 4. Edit the meeting information as required With trainer present, or On paper and transfer it later if required

    30. 5.Send the form to the trainer if they are not present

    31. The completed form can be viewed online

    32. Creating the Trainers profile Note: Most Trainers already have profiles, this section applies only if they do not, you dont have to create a new trainer profile for every trainer

    33. The trainers profile has two elements A mini CV A Procedures (applied clinical skills) profile Created from the curriculum template, or Created from trainee logbook data

    34. Creating a trainer mini CV based on the Curriculum template

    35. Log in as usual

    36. Go to Training Area and select add a mini CV

    37. Or choose from the list

    38. Your blank mini CV template will open, click here to edit

    39. Cut and paste from your existing (MSWord)CV or type in the details

    40. Close to finish

    41. You can publish it straightaway by clicking here

    42. Or make further changes by clicking view/edit and then hitting the publish button

    43. Your mini CV may now be viewed by your trainees 2. Step by step in detail

    44. You may add several CVs but only one at a time may be published and therefore viewed by your trainees 2. Step by step in detail

    45. Creating a trainer skills profile from the curriculum template ( for the first time trainer who has no trainee logbook data to build on)

    46. Choose the link below 2. Step by step in detail

    47. Click on add profile

    48. Type in a name to identify the profile (no restrictions)

    49. Click on headings (+) to reach the level you want

    50. They appear at the bottom of the screen You can click remove to get rid of those you dont want

    51. Update adds the finished product to your list of profiles

    52. Publish lets your trainees see it

    53. Creating a trainer skills profile based on trainees logbook data

    54. Choose the link below

    55. Or select from the list

    57. 1. Adding all the elements and removing those you dont want

    59. Click on the update button to save your choice

    60. 2. Adding only the elements you want

    62. Click on the update button to save your choice

    63. Publish your profile to make it visible to your trainees

    64. Creating a Trainee Profile

    65. Every trainee has a knowledge and procedures profile of their own. This is intended to provide an ongoing personal record of achievement against curriculum targets. At present this profile is still evolving, we hope to make it more user friendly in the future. At present (September 09) trainees should be guided by their programme director as to whether they should keep this record online or use the previous paper based system.

    66. To access the trainee profile click Training and then current attachment

    67. Click my profile

    68. This screen shows progress to date

    69. Move through the levels to find the element you want to change

    70. Add a reflective note to justify the change (maybe reading, a course, conversation with trainer). This note is automatically transferred to your journal

    71. Save the changes, and close if youre finished

    72. The note automatically appears in your journal

    73. It is our intention that eventually, courses and other events will be able to map automatically and update your curriculum in a much easier way

    75. Completing a Procedure Based Assessment record in OCAP Online

    76. Online PBAs

    77. Three options Complete the assessment records online with your trainer present Complete the records on paper then transfer online Keep everything on paper (possible but not recommended)

    78. Overview of process Before you start Trainer has a logbook account (even if rarely used) Trainee sets up (at the start of training) own logbook account Trainee registers the trainer in their logbook through hospital attachment management Conduct assessment as usual in O.R. After the procedure trainer reviews performance with trainee Either Complete online immediately (if you have an available web connected PC handy) Complete on paper, both sign, trainee transfers results to logbook and trainer validates them

    79. Register your trainer

    80. There are 3 ways of accessing online PBAs

    81. Through the main training page

    82. Through the workplace based assessments link

    83. Through the Assessment link on the OCAP checklists page

    84. Whichever route you choose

    85. the procedure is then the same

    86. Select your trainer and procedure

    87. Mark the radio buttons as in paper version add comments where relevant

    88. Trainee completes the reflective section at the end

    89. Journal accessed through current attachment

    90. If the trainer is present validate immediately

    91. Trainer receives an email

    92. The trainer reviews everything on the assessment

    93. Chooses to validate it as accurate or amend it as required

    94. Validation locks the record, it cannot then be altered

    95. The PBA assessments are automatically transferred to the summary sheet

    96. The summary sheet shows the results from all completed assessments

    97. Other Assessment Tools

    98. DOPS, Mini-CEX, CBD, TAB, Mini-PAT

    99. Three options Complete the assessment records online with your trainer present Complete the records on paper then transfer online Keep everything on paper (possible but not recommended)

    100. Overview of process Prerequisites Trainer has a logbook account (even if rarely used) Trainee sets up (at the start of training) own logbook account Trainee registers the trainer through hospital attachment management Conduct procedure as usual in clinical setting After the procedure trainer reviews performance with trainee Either Complete online immediately (if you have an available web connected PC handy) Complete on paper, trainee transfers results to logbook and trainer validates them

    101. Identify your trainer

    102. Complete the online assessment through trainees logbook pages

    103. Select relevant assessment tab

    104. DOPS, Mini Cex and CBD work in much the same way

    105. Select your assessor

    106. Decide how the form will be filled in Fill in the form now If your assessor is with you If the paper form is already complete and youre just making the online version Send the form to your assessor If they are going to complete it for you in your absence E.g. mini-pat

    107. Select the procedure from the drop-down list

    108. Fill in the usual radio buttons

    109. Validate it (locking the form) if the assessor is present

    110. Validation locks the form

    111. Details from the form are transferred to the trainees record

    112. And to a printable summary sheet

    113. Print a paper copy using your browsers print function if you wish

    114. If you send the form to be completed by your assessor

    115. They receive an email

    116. Exactly the same form

    117. Completing the online forms should be intuitive

    118. Validated in the same way

    119. Mini-PAT and TAB are a bit different (and you may use one or the other depending on which deanery youre in)

    120. Select the assessment

    121. Select assessor and form completion method in same way as Dops

    122. Use radio buttons and comments in the usual way

    123. When external assessor gets to the end of the form they hit update

    124. This gives the opportunity to review the whole form easily

    125. The results appear on the trainees summary sheet

    126. Finally.. This Online version is still in the process of development. All users will be informed as and when the program is updated and more guidance will be issued accordingly.

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