Recognition of Trainer processes

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Recognition of Trainer processes

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Recognition of Trainer processeson SOAR

Medical Appraisers Conference5th May 2016

William Liu

Claire MacRae



Quick Intro to session

Brief round table discussions

Processes and systems overview





GMC requirement to “recognise” all trainers in “Named-Trainer roles”

Incorporated into appraisal process

RoT form as appraisal supporting information

In Scotland, achieved via SOAR

Year 1 = 2015/2016

Year 2 = 2016/2017 (further development scheduled)


Round table discussions

5 - 8 minutes (max)Discuss within your table:Your Role, Experience of RoT so farPositives and Negatives (no swearing please)What questions you have regarding RoT? – Discuss within groupFor any unresolved questions, write them on post-it notes and pop them onto flipchart paper / wall

…………………………………………… 2.5 mins ……………………………………………(halfway)


Times up


Systems overview

Named-Trainer data is held on


(NES Training Management system)

Trainer data sent to


via overnight automated processes

If Trainer Surname and GMC number are matched, the following is added to SOAR:

Named trainer role(s), and associated health board(s) and EO(s)

If Trainer details incorrect – contact DME


Who completes the RoT Form?

Secondary Care users

With named-trainer roles following data import


for those working to becoming a Trainer


Non approved

GP Trainers who supervise foundation trainees; or

Non approved

GP Trainers who provide supervision in OOH in “named trainer role”

Approved GP Trainers


complete RoT forms

Supervising Clinicians


complete RoT forms

If incorrectly


as trainer – contact DME



No such thing as “ROT Appraisal”

RoT and uploaded docs (under Form 3 Domain 1) to be submitted as part of appraisal supporting info

Discussed as part of appraisal process

Summary of discussion added on Form 4

Appraisers asked to verify supporting information only

Recognition process rests with DMEs and EOs


Form 7

When Form 4 is signed off, Form 7 is automatically generated

Form 7 – a


copy of all

RoT information

on submitted Form 3 and signed off Form 4

DMEs and EOs have NO access to Form 4, only Form 7

DMEs and EOs make their recognition decision on Form 7



(Trainer details)


(Appraisal details)

Appraisee completes RoT (as part of Form 3)

Submits and shares with Appraiser for Appraisal

Appraiser drafts Form 4; Appraisee signs off Form 4

Form 7

created(RoT info from Forms 3 and 4)


Partial Ready

Not Ready

Not Appraised

DMEs review Form 7 and make recommendation

EO reviews DMEs’ recommendations and recognises Trainer (or not)


Categorised by Form 3 completion:

Possible year 2 development

Data import:




Year 2 development

Simplified RoT form

Data sharing from SOAR to Turas (appraisal and recognition dates)

Enable Form 7 access to Appraisees/


Improved interface for GP Trainers

“Are you an Approved GP Trainer?”


improvements for DMEs and EOs


New simplified RoT form (1/5)

Required if


in import as “named trainer”

Are you an Approved GP Trainer?

for those with a GP appraisee role

If Yes – RoT form is disabled

If No, but has named Trainer role from import – complete RoT form

If No, and have no named roles, RoT form is disabled


New simplified RoT form (2/5)

Section A:

Educational Governance Requirements

If you are unable to accept/tick all 3 requirements then you must provide additional comments to explain why.

I have a GMC Licence to Practice.

I have completed equality and diversity training as required by my employer. I am currently practising within the field(s) relevant to my training role(s).

I have appropriate time allocated within my role.


New simplified RoT form (3/5)

Section B:

Role Specific Requirements

By ticking the checkbox you confirm the following:

I understand the requirements of my role and how that role fits with other educational and clinical roles.

I know how to get support if needed.

I understand the curriculum and career stage of my students/trainees.

These requirements should have been addressed through your induction.


New simplified RoT form (4/5)

Section C:

Generic Trainer Skills

You must provide evidence of an appropriate level of teaching development. For most trainers this will involve providing supporting information mapped to the GMCs framework areas.

By ticking the checkbox you confirm you can demonstrate that you meet the GMC framework areas and have uploaded relevant supporting information:

Ensuring safe and effective patient care through training

Establishing and maintaining an environment for learning

Teaching and facilitating learning

Enhancing learning through assessment

Supporting and monitoring educational process

Guiding personal and professional development

Continuing professional development (CPD) as an educator

Each bullet point will be hyperlinked to STF website


New simplified RoT form (5/5)

Supporting information for appraisalThis should include appropriate documentary evidence for section c and an equality and diversity training certificate (where available). If documentary evidence is not available, an appropriate narrative should be provided below.Additional information:



Q & A…


Thank you!

Web resources:

Further assistance:

Click on “Contact” from Scottish Trainer Framework website; or

Use the “Help” box / form when logged into SOAR; or

Email the SOAR helpdesk:

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