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OCAP Online Orthopaedic Curriculum & Assessment Project David Pitts Mike Reed Raj BhattacharyaAndrew Lamb 2. Step by step in detail ©BOA 20 08 10 This.

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Presentation on theme: "OCAP Online Orthopaedic Curriculum & Assessment Project David Pitts Mike Reed Raj BhattacharyaAndrew Lamb 2. Step by step in detail ©BOA 20 08 10 This."— Presentation transcript:

1 OCAP Online Orthopaedic Curriculum & Assessment Project David Pitts Mike Reed Raj BhattacharyaAndrew Lamb 2. Step by step in detail ©BOA This presentation (and the other guides) are awaiting the completion of OCAP Online when they will be thoroughly updated. Although all principles are applicable, some details may have changed and some new features added to OCAP Online. D Pitts, August 2010

2 2. Step by step in detail Where this presentation fits in Induction Presentations 1.Introduction to the T&O curriculum 2.Basics 3.Using the e-logbook 4.Using PBAs Already available at in induction presentations OCAP Online Presentations 1. Introduction (overview) – Brief review of all elements of online curriculum tools 2. Step-by-step introduction 3. Online PBA 4. Using other assessments online 5. Producing Trainer profiles online – How to build a profile from trainee data or from scratch and share that profile with others OCAP Online presentations will be available as features are launched

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 This PowerPoint show introduces OCAP Online's basic procedures and functions in detail. Detailed information on generating reports will be available when that module is finished

4 Health warning!!! These notes assume that you are already familiar with the T&O Curriculum (ie you know what learning agreement, trainer profiles, PBAs etc are) If not then you need to read the curriculum and/or review the slide shows at induction presentations. We cannot be held responsible for frustration, high blood pressure and damage to adjacent objects otherwise.

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) 1

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

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

13 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 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. 3. Fill up the remaining boxes 4. click on Create Account 2 3 4

20 5 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 1

27 2 2.Use the link to go to the Learning Agreement Form You can also print out the paper version of this form using the link at the bottom of the page, fill it with your Trainer and subsequently enter the data on to the online version.

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

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

30 5 5.Send the form to the trainer if they are not present 6 6. Once the trainer validates the form it locks and cannot be changed

31 The completed form can be viewed online Overspill text can be viewed by hovering the cursor over the relevant box

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 Upload your photo by clicking here Click the icons to edit each heading

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) Then click add

49 Click on headings (+) to reach the level you want Clicking add will add that procedure (or group of procedures) to your profile

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 True shows that this is your published profile (you may eventually have more than one)

53 Creating a trainer skills profile based on trainees logbook data

54 Choose the link below

55 Or select from the list

56 There are 2 ways to select your skills data: 1.By adding all the elements and removing those you dont want from the list 2.By adding only the elements you want to add

57 1. Adding all the elements and removing those you dont want Click here to begin Expand the level you want

58 Click on the add buttons to include additional elements Select the trainee generated elements you dont want and click the remove buttons to delete them

59 Click on the update button to save your choice

60 2. Adding only the elements you want Click here to begin Expand the level you want

61 Select the elements you want and click on the add buttons

62 Click on the update button to save your choice

63 Publish your profile to make it visible to your trainees You can add as many profiles as you wish. One profile may be for a junior or senior trainee, eg different profiles for ST3 and ST7 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 The curriculum targets are pre-set You may see detail by expanding the boxes To alter your record click update

69 Move through the levels to find the element you want to change Click on the relevant box to change the level

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

74

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 Which eventually transfers the text to their journal

89 Journal accessed through current attachment

90 If the trainer is present validate immediately If not, send to trainer for validation

91 Trainer receives an This links to the logbook without logging on

92 The trainer reviews everything on the assessment

93 Chooses to validate it as accurate or amend it as required Remember, the trainee is either present with the trainer when this is happening or has the signed copy to show what was originally agreed

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 Copies of forms and assessor notes can be found on the MMC, OCAP and ISCP websites

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 It might be your trainer It might be someone else (see relevant tools guidance sheet) who doesnt necessarily have a logbook account (but does have a.ac or.nhs address)

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 Send it to the assessor for validation (if they are not there)

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 Beware, you need to select landscape paper, also internet explorer 6 sometimes has problems with this. These difficulties will be fixed shortly so that you can print straight to pdf as elsewhere in OCAP online

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

115 They receive an The link takes them to the form (no need to have a logbook account)

116 Exactly the same form

117 Completing the online forms should be intuitive They can get help with the practicalities by viewing this presentation And with the assessment itself by reading the assessors guide(s)

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) Both involve requesting assessments from people who may not be T & O trainers

120 Select the assessment

121 Select assessor and form completion method in same way as Dops You will probably want to send the form away for completion in the case of Mini Pat and TAB

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 And then validate (lock) or edit further

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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