{"id":789,"date":"2024-06-05T09:07:16","date_gmt":"2024-06-05T09:07:16","guid":{"rendered":"https:\/\/sites.glos.ac.uk\/arcsupport\/epad-training-practice-assessor-guide\/record-of-inter-professional-working-copy\/"},"modified":"2025-05-06T12:33:43","modified_gmt":"2025-05-06T12:33:43","slug":"checklist-guidance","status":"publish","type":"page","link":"https:\/\/sites.glos.ac.uk\/arcsupport\/epad-training-practice-assessor-guide\/checklist-guidance\/","title":{"rendered":"Checklist guidance"},"content":{"rendered":"\n<div class=\"wp-block-cover alignfull\" style=\"min-height:55px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-palette-color-7-background-color has-background-dim-100 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-constrained wp-block-cover-is-layout-constrained\">\n<h1 class=\"wp-block-heading has-palette-color-8-color has-text-color has-link-color no-mt wp-elements-0780cb1da35226c601845472a385a25e\">Checklist guidance<\/h1>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-table aligncenter\"><table class=\"has-border-color has-black-border-color has-fixed-layout\" style=\"border-width:5px\"><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\"><a href=\"https:\/\/sites.glos.ac.uk\/arcsupport\/epad-training-practice-assessor-guide\/record-of-inter-professional-working\/\">Previous Page<\/a><\/td><td class=\"has-text-align-center\" data-align=\"center\"><a href=\"https:\/\/sites.glos.ac.uk\/arcsupport\/epad-training-practice-assessor-guide\/\">Back to list of all ePAD Guides<\/a><\/td><td class=\"has-text-align-center\" data-align=\"center\"><a href=\"https:\/\/sites.glos.ac.uk\/arcsupport\/epad-training-practice-assessor-guide\/additional-video-guides\/\">Next Page<\/a><\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\">Use the links above to navigate between ePAD guides<\/figcaption><\/figure>\n\n\n\n<p class=\"\">Please note the week numbers are applicable for a 14-week placement. Please adjust accordingly for different length placement blocks. This document is also available as a&nbsp;<a href=\"#pdf\">PDF download<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-table alignwide\"><table><thead><tr><th>Checklist<\/th><th>Discussed and agreed with learner\/dates<\/th><\/tr><\/thead><tbody><tr><td><strong>Day 1<\/strong><\/td><td><\/td><\/tr><tr><td>\u2022 Inform student who will be their Lead Practice Supervisor\/s and Practice Assessor\/s<br>\u2022 Complete orientation checklist on e-PAD and any necessary local inductions on first day.<br>\u2022 Student submits orientation to either the Practice Supervisor or Practice Assessor to approve<br>\u2022 Arrange first initial interview date<br>\u2022 Set Ground rules for students<\/td><td><\/td><\/tr><tr><td>Any concerns or support required<br>Always contact your Coach in Practice<\/td><td><\/td><\/tr><tr><td><strong>Week 1<\/strong><\/td><td><\/td><\/tr><tr><td>\u2022 Complete initial interview with Practice Assessor (this can be delegated to lead practice supervisor)<br>\u2022 Complete Learning Plan (student task then submit to Practice Supervisor or Practice Assessor to approve)<br>\u2022 Identify proficiencies which can be achieved on placement<br>\u2022 Discuss evidence (see below) required to sign off proficiencies and ePAD<br>\u2022 Identify learning opportunities<br>\u2022 Set date for Formative and Summative assessment<br>\u2022 Set dates for assessment of Episodes of Care and\/or Medicines management (give opportunity to complete formative prior to final summative assessment)<\/td><td><\/td><\/tr><tr><td><strong>Week 6 &#8211; 7 Practice assessor<\/strong><\/td><td><\/td><\/tr><tr><td>Midpoint interview (formative) look at evidence gathered so far<br>\u2022 Student to complete self-assessment<br>\u2022 Practice Assessor discuss student\u2019s self-assessment and complete feedback<br>\u2022 Plan for completion of proficiencies, learning plan, review evidence<br>\u2022 Complete formative for Episodes of Care\/Medicines Management and student to complete reflection on ePAD<br>\u2022 Practice Assessor to complete feedback on ePAD<br>\u2022 ENSURE ALL BOXES ARE COMPLETED<br>Submit Midpoint interview and any formatives undertaken for Episodes of Care or Medicines Management<br>\u2022 Action plan to be completed if required (contact Academic Assessor)<br>\u2022 Mark any assessment of proficiencies as Achieved Yes or No and include the date the assessment took place<br>\u2022 Note if a student does not undertake an assessment leave it as blank. Marking it as Achieved No indicates the student failed the assessment rather than not undertaking it<br>REMINDER- SUPERVISORS CAN SIGN OFF PROFICIENCES<\/td><td><\/td><\/tr><tr><td><strong>Week 8 &#8211; 13 Practice assessor<\/strong><\/td><td><\/td><\/tr><tr><td>Complete summative assessment of Episodes of care\/Medicines management<\/td><td><\/td><\/tr><tr><td><strong>Week 13 &#8211; 14 (final week) Practice assessor<\/strong><\/td><td><\/td><\/tr><tr><td>Final interview (summative) as per Midpoint self-assess and feedback<br>\u2022 Student needs to have completed their reflections on Episodes of Care\/Medicines Management<br>\u2022 Review all evidence linking theory to practice<br>\u2022 Ensure all proficiencies that have been met are signed as YES\/NO<br>\u2022 Practice Assessor to complete feedback and complete OAR<\/td><td><\/td><\/tr><tr><td>If end of part (Year \u2013 after both placements) Practice Assessor to complete end of part section in OAR<\/td><td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Examples of evidence for proficiencies and NMC Code<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Reflections<\/li>\n\n\n\n<li class=\"\">Questioning and answers<\/li>\n\n\n\n<li class=\"\">Elsevier (online training)<\/li>\n\n\n\n<li class=\"\">Peer assessment<\/li>\n\n\n\n<li class=\"\">Patient feedback (proforma\u2019s on PAD)<\/li>\n\n\n\n<li class=\"\">Anonymised Care plans you have developed<\/li>\n\n\n\n<li class=\"\">Skills workbooks<\/li>\n\n\n\n<li class=\"\">Projects\/essays<\/li>\n\n\n\n<li class=\"\">Peer teaching<\/li>\n\n\n\n<li class=\"\">A review of Journals \/articles\/books\/evidence of research (how they relate)<\/li>\n\n\n\n<li class=\"\">A review of Guidelines\/Protocols\/Policies (how they relate)<\/li>\n\n\n\n<li class=\"\">Evidence of Continued Practice Development\/Study days<\/li>\n\n\n\n<li class=\"\">Simulation<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Summary for every placement<\/h2>\n\n\n\n<figure class=\"wp-block-table alignwide\"><table><thead><tr><th>ePAD Section<\/th><th>User\/Task<\/th><th>Tick<\/th><\/tr><\/thead><tbody><tr><td>Assessment of Proficiencies<\/td><td>Student invites Practice Supervisor and\/or Practice Assessor to mark off Assessment of Proficiencies undertaken.<\/td><td><\/td><\/tr><tr><td>Assessment of Proficiencies<\/td><td>Student enters dates for Clinical Skills sessions attended which marks associated Assessment of Proficiencies as achieved.<\/td><td><\/td><\/tr><tr><td>Assessment of Proficiencies<\/td><td>Practice Supervisor or Practice Assessor adds date assessment was undertaken and marks as achieved yes or no. Please do not mark as no not achieved if the assessment was simply not completed.<\/td><td><\/td><\/tr><tr><td>Episode of Care<\/td><td>The formative is not mandatory but is advisable if possible.<\/td><td><\/td><\/tr><tr><td>Episode of Care<\/td><td>Student: completes the reflection and submits to Practice Assessor.<\/td><td><\/td><\/tr><tr><td>Episode of Care<\/td><td>Practice Assessor marks proficiencies as achieved yes or no with comments if necessary and submits or can send back to the student to amend their reflection.<\/td><td><\/td><\/tr><tr><td>Medicines Management<\/td><td>The formative is not mandatory but is advisable if possible. The Practice Assessor can create an additional formative section if required.<\/td><td><\/td><\/tr><tr><td>Medicines Management<\/td><td>When completing the summative, if a formative section has not been completed, Practice Assessor ticks the relevant option of either &#8220;No opportunity to undertake the Formative was provided&#8221; or &#8220;The opportunity to undertake a formative was offered but declined&#8221;.<\/td><td><\/td><\/tr><tr><td>Medicines Management<\/td><td>Practice Assessor to mark all Competencies as achieved yes or no, adds feedback and submits.<\/td><td><\/td><\/tr><tr><td>Medicines Management<\/td><td>Student to add reflection and submits.<\/td><td><\/td><\/tr><tr><td>Medicines Management<\/td><td>If student has added learning and development needs,<br>Practice Assessor to approve or reject.<\/td><td><\/td><\/tr><tr><td>Action Plan<\/td><td>Practice Assessor to create actions if necessary and mark as<br>complete.<\/td><td><\/td><\/tr><tr><td>Record of Communication and Feedback<\/td><td>Student, Practice Assessor, Practice Supervisor and Academic Assessor can send an email via the communication section. Everyone who has access to the ePAD for that student can view the emails.<\/td><td><\/td><\/tr><tr><td>Record of Communication and Feedback<\/td><td>File Store: Student uploads evidence, feedback etc. to the file store. Ensure the correct Part (year) is selected.<\/td><td><\/td><\/tr><tr><td>Inter-professional Working \/ Cross Field Experience<\/td><td>Student to add reflection regarding any Inter-Professional Working experience.<\/td><td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Summary for end of part (Year)<\/h2>\n\n\n\n<figure class=\"wp-block-table alignwide\"><table><thead><tr><th>ePAD section<\/th><th>User\/Task<\/th><th>Tick<\/th><\/tr><\/thead><tbody><tr><td>End of Part OAR<\/td><td>At the end of the Part (Year) the OAR will display the outcome for professional values (Final Interviews), Assessment of Proficiencies, Episodes of Care, and Medicines Management. Practice Assessor check this overview, add comments and submit.<\/td><td><\/td><\/tr><tr><td>End of Part OAR<\/td><td>The academic Assessor adds comments and indicate whether the student can progress.<\/td><td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"pdf\">PDF version of checklist<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><a href=\"https:\/\/cmsr-web-assets.glos.ac.uk\/sites\/129\/2022\/01\/07143851\/checklist-guidance-for-completing-epad.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download PDF checklist guidance for using the Electronic Practice Assessment Document (ePAD)<\/a><\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/sites.glos.ac.uk\/arcsupport\/epad-training-practice-assessor-guide\/record-of-inter-professional-working\">Previous page<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-buttons is-content-justification-right is-layout-flex wp-container-core-buttons-is-layout-d445cf74 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/sites.glos.ac.uk\/arcsupport\/epad-training-practice-assessor-guide\/additional-video-guides\/\">Next page<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Previous Page Back to list of all ePAD Guides Next Page Use the links above to navigate between ePAD guides Please note the week numbers are applicable for a 14-week [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"parent":648,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_EventAllDay":false,"_EventTimezone":"","_EventStartDate":"","_EventEndDate":"","_EventStartDateUTC":"","_EventEndDateUTC":"","_EventShowMap":false,"_EventShowMapLink":false,"_EventURL":"","_EventCost":"","_EventCostDescription":"","_EventCurrencySymbol":"","_EventCurrencyCode":"","_EventCurrencyPosition":"","_EventDateTimeSeparator":"","_EventTimeRangeSeparator":"","_EventOrganizerID":[],"_EventVenueID":[],"_OrganizerEmail":"","_OrganizerPhone":"","_OrganizerWebsite":"","_VenueAddress":"","_VenueCity":"","_VenueCountry":"","_VenueProvince":"","_VenueState":"","_VenueZip":"","_VenuePhone":"","_VenueURL":"","_VenueStateProvince":"","_VenueLat":"","_VenueLng":"","_VenueShowMap":false,"_VenueShowMapLink":false,"footnotes":""},"class_list":["post-789","page","type-page","status-publish","hentry"],"blocksy_meta":[],"acf":[],"_links":{"self":[{"href":"https:\/\/sites.glos.ac.uk\/arcsupport\/wp-json\/wp\/v2\/pages\/789","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sites.glos.ac.uk\/arcsupport\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/sites.glos.ac.uk\/arcsupport\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/sites.glos.ac.uk\/arcsupport\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/sites.glos.ac.uk\/arcsupport\/wp-json\/wp\/v2\/comments?post=789"}],"version-history":[{"count":8,"href":"https:\/\/sites.glos.ac.uk\/arcsupport\/wp-json\/wp\/v2\/pages\/789\/revisions"}],"predecessor-version":[{"id":1728,"href":"https:\/\/sites.glos.ac.uk\/arcsupport\/wp-json\/wp\/v2\/pages\/789\/revisions\/1728"}],"up":[{"embeddable":true,"href":"https:\/\/sites.glos.ac.uk\/arcsupport\/wp-json\/wp\/v2\/pages\/648"}],"wp:attachment":[{"href":"https:\/\/sites.glos.ac.uk\/arcsupport\/wp-json\/wp\/v2\/media?parent=789"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}