1. Overarching Issues

2. Competing Legislation Legal requirement for mandatory QA of professional membership vs. personal privacy protection legislation Know (or develop) your policy on these matters: What registrant data will the College need to see to assure compliance? What registrant data will be accessible only to the registrant and NOT the College? What about a record of completion, only? What about aggregated data?

3. Fit With Existing IT and Website Registrant/Member database A bridge required to registrant data base, what data will be passed (minimum), initial import, frequency of updates? Password protected area on website Single log on for users

4. Fit with existing QA/CPD processes If it can be described it can be automated A generic solution will not do Bad news: in all cases a custom build is required but... Good news: across professions there are common elements to the QA/CPD process

5. Common elements of QA/CPS Processes Registrant: Reflective practice Assessment/Self Assessment Plan learning Record learning activity E-portfolio 3 user profiles: Registrant, Assessor and Administrator

6. Common elements of QA/CPS Processes Assessor/Auditor: Sample Assess against criteria Report outcomes 3 user profiles: Registrant, Assessor and Administrator

7. Common elements of QA/CPS Processes Administrator: Monitor Report Remind Plan process development 3 user profiles: Registrant, Assessor and Administrator

8. Reflective Practice (P) Scope of practice (automated checklists) Practice environment (automated checklists Emerging technology for the profession (pre-populate) Emerging issues for the profession (flagged by administrator across all registrants) Personal profile (uploads to an e-portfolio): Automation is typically wizards for recording information RE: Current job role Performance review(s) Prior education, certifications Further education References Presentations Articles

9. Assessment/Self Assessment (P) Self assessment against professional standards (rating scale, feedback on aggregated data) 3 rd party (peer, co-worker) assessment against professional standards Objective test of professional knowledge, case studies (on line quizzing, scrambled, timer, etc.), can pre-populate learning plan. Automation is typically:

10. Learning Plan (A) Learning Goal Rationale for this Goal Resources for the Goal (can be live link to learning material) Planned activity Anticipated outcome Anticipated completion date Evaluation of Learning goal Auto populated but registrant can add delete using typically a wizard to record:

11. Record of Learning Activity (A) Automation is typically a wizard: Learning activity (drop box) Title Start end date Hours Accredited activity Outcome Action taken

12. Audit/Assess Auto generate random sample Auto inform selected registrants Assign assessor (admin) Assessor does on line review against online criteria Reports online to Administrator Administrator informs registrant

13. Administrator Administration and monitoring; add delete record Run Reports; completed not completed, item discriminators Remind (can be automated) 30 days left before end of CPD complete period Review aggregate data; plan process development Annual enhancements to process; revised standards, revised test of knowledge Needs administrative functionality for:

14. Self Assessment

15. Benefits Relational database, powerful reporting, data mining Accessible archive Manageable system that enhances compliance Annual costs of compliance are reduced Ease of use for registrants Auditable records