RiO Course Booking & Review Process

1. Is There a Course Scheduled In Next 2 Weeks Did Delegate Attend / Complete Is it Time to Deliver Training Is Date Suitable Is Delegate on Register Start Mgr / Delegate to Complete Form RiO Course Booking & Review Process Request Received Has Request Form Been Completed No Record Mgr & Delegate Details Send Training Application Form Yes Record Detail on Waiting List Identify Course Required Inform Delegate No Can Course be Scheduled In Next 2 Weeks Review Waiting List Review Trainer Availability Inform Delegate & Mgr of DNA / DNC No Yes Schedule Course Yes Inform Delegate of Course Date Record Detail on Schedule Inform Delegate they are on Waiting List & will be notified of next scheduled course No Yes Review Attendance Register Add Delegate Details Add New Course Date No Yes Amend Course Date & Add Note Remove from Waiting List Send Confirmation email to Delegate & Copy Mgr No Yes Deliver Training Course Record Detail (DNA / DNC) on Attendance Register No Yes 1 2 Process Continued……. Produced 13-07-11 Ver: 1.1

2. Is Delegate on Register Was Grade ≤ 1 1 2 RiO Course Booking & Review Process(Continued) Inform RA & AST of Delegate Attendance Check Attendance Register for Delegate Add Delegate to Register No Yes Record Detail / Grade on Attendance Register Identify Training Needs of Delegate Email / Inform Manager Yes No Record Attendance / Grade on Schedule Complete Course Summary Implement Changes to Training Course Plan Review Course Feedback Are Any Changes required to the Course Content Yes Review Course Content Update Training Delivery Matrix No Ensure Course Material Up-to-date Is it Time to Produce a Monthly Report No Start Yes Produce Report (No. Delegates, DNA’s, Grades) Distribute Report (Rio Project, HR, WfP, Med Staffing) End Produced 13-07-11 Ver: 1.1

3. Email to Manager & Delegate Confirming Course INSERT Name, I would like to confirm you have been booked onto the following course. In order to receive a Smart Card you will also need to complete a RA01 (Registering Authority Form). This can be done on the day of training but you will need to bring with you either your Passport, Photo Driving Licence or Birth Cert and 2 documents confirming your current address e.g. Council Tax / Gas Bill etc. Please also have available your National Insurance Number. Course Title: Date (s): Time: 9:15am to 4:30pm finishing at 1:00pm on the second day Duration:  days Location: Stour, Langdon Hospital, Exeter Road, Dawlish, EX7 0NR Larkby, Victoria Park Road, Exeter, EX2 4NU, Additional Info • Tea and coffee is provided throughout the day and there is a canteen on site where lunch may be purchased / however there is NO food vending facility Larkby. • There is NO Parking at Larkby, you are advised to park at the RD&E site and walk to the Larkby office, this is approximately a 10 minute walk. Parking charges are currently set at £8.00 and are only payable in cash. • If you have any question or problems please contact the RiO Project Team on 01392 675610. I hope this helps and if there are any problems please let me know. Regards INSERT Signature Back to Flow Chart

4. Email to Manager & Delegate Informing of DNA / DNC INSERT Mgr Name, I would like to confirm that INSERT Delegate Name did not Attend / Complete the following training course. Course Title: Date (s): Time: 9:15am to 4:30pm Duration:  days Location: Stour, Langdon Hospital, Exeter Road, Dawlish, EX7 0NR Larkby, Victoria Park Road, Exeter, EX2 4NU Additional Info Completion of this course is mandatory in order to receive a Smartcard and thereby access Client ‘s/ Patient’s records. The delegate’s details have once again been added to our waiting list, you will both be notified when the next appropriate course is scheduled. If this training is no longer required please notify me immediately and the delegates details will be removed from our waiting list. Please remember that under No circumstances should Smartcards be shared for accessing and recording information on Trust IT systems. Any sharing of Smartcards will be considered a serious breach of Trust Policy and doing so will result in disciplinary action. Regards INSERT Signature Back to Flow Chart

5. Email to Manager Informing Delegate Competency INSERT Mgr Name, I would like to confirm that INSERT Delegate Name attended the following training course. Course Title: Date (s): Time: 9:15am to 4:30pm Duration:  days Location: Stour, Langdon Hospital, Exeter Road, Dawlish, EX7 0NR Larkby, Victoria Park Road, Exeter, EX2 4NU Additional Info It was observed during the training that INSERT Name: • Observation 1 • Observation 2 • Observation 3 We aim to provide support to delegates during the training and as a part of this continued process often discuss some actions that could be undertaken in order to improve competency. I hope this information is of use and valuable to you in agreeing the necessary action required to improve INSERT Name competency when using RiO. Regards INSERT Signature Back to Flow Chart

6. Copy of RiO Training Request Form Return to Flow Chart