OCAP Online

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 PBA�s 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 trainer�s account A trainer�s profile A learning agreement Your own (trainee) profile How to use PBA�S 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 placement5.Select end date of placement6.Select year of training

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

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

16. Creating a Trainer�s Account (should not be necessary but just in case)

17. 1. create your trainer�s account by clicking on the link

18. You should then see this screen

19. 2. Select Trainer�s 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 trainer�s 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 Trainer�s profileNote: Most Trainers already have profiles, this section applies only if they do not, you don�t have to create a new trainer profile for every trainer

33. The trainer�s 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 screenYou can click �remove� to get rid of those you don�t 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 don�t 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 you�re 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 PBA�s

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 PBA�s

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 versionadd 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 trainee�s 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 you�re 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 trainee�s record

112. And to a printable summary sheet

113. Print a paper copy using your browser�s �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 you�re 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 trainee�s 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.