Knowledge base

Proficiencies Overview (1) view Proficiencies Overview

1. What's new on the digitised proficiencies

Centre Setup and Utilisation Process (5) view Centre Setup and Utilisation Process

1. Initial centre setup
2. Additional Clinical Centre Manager and Centre Administrator setup
3. Educator/Manager and Assessor setup

Platform Roles Overview (7) view Platform Roles Overview

1. Platform roles overview
2. Platform responsibilities overview
3. Centre Manager

Registering and accessing your profile (4) view Registering and accessing your profile

1. Self-registering for your profile (all roles)
2. Being registered by Clinical Centre Managers or Administrators (Administrators, Educator / Managers, Assessors, Learners)
3. Logging in to your profile

Managing your account (5) view Managing your account

1. Editing your personal details
2. Changing your password
3. Updating notification preferences

Getting promoted to the correct role (4) view Getting promoted to the correct role

1. Requesting promotion to Centre Manager role
2. Getting promoted to Administrator role
3. Getting promoted to an Educator/Manager role

Switching applications (3) view Switching applications

1. Switching to the Tracking System application (Clinical Centre Managers)
2. Switching applications (Administrators)
3. Switching to the Supervise application (Educator/Managers and Assessors)

Centre configuration (5) view Centre configuration

1. Accessing the centre dashboard
2. Configuring centre details
3. Edit centre details

Registration prompts (2) view Registration prompts

1. Managing registration prompts
2. Answering registration prompts (Clinical Centre Managers and Administrators)

Registering delegates on the platform (4) view Registering delegates on the platform

1. Self-registration - including approving/rejecting registrations
2. Individual registration
3. Bulk registration

Promoting delegates to admin roles within the platform (Clinical Centre Managers only) (2) view Promoting delegates to admin roles within the platform (Clinical Centre Managers only)

1. Promoting a delegate who does not have an existing admin role within the platform
2. Updating a delegate admin role

Viewing and managing delegate profiles (6) view Viewing and managing delegate profiles

1. Navigating delegate profiles
2. Editing delegate details
3. Setting passwords

Managing your 'My Staff list' (3) view Managing your 'My Staff list'

1. Adding delegates to your staff list
2. Viewing your staff list and delegate details
3. Removing delegates from your staff list

Promoting delegates to the Assessor role (1) view Promoting delegates to the Assessor role

1. Promoting delegates to the Assessor role

Learner Enrolment (2) view Learner Enrolment

1. Enroling Learners onto one of the clinical the proficiencies
2. Unenroling Learners from one of the clinical proficiencies

Assessment and final sign-off of proficiencies (2) view Assessment and final sign-off of proficiencies

1. Confirming Learners’ self-assessed achieved proficiencies
2. Performing final sign-off when all proficiencies achieved by Learner

IV Therapy Passport (Learners) (2) view IV Therapy Passport (Learners)

1. Self-assessing completion of the learning prerequisites
2. Requesting Supervisor confirmation of the learning prerequisites

IV Therapy Passport (Educator/Managers and Assessors) (1) view IV Therapy Passport (Educator/Managers and Assessors)

1. Completing the learning prerequisites on the IV Therapy Passport

Steps proficiencies (Learners) (3) view Steps proficiencies (Learners)

1. What you need to know about completing the Learning Contract (Steps)
2. Completing the Learning Contract (Steps)
3. Requesting Supervisor confirmation of the Learning Contract

Steps proficiencies (Educator/Managers and Assessors) (1) view Steps proficiencies (Educator/Managers and Assessors)

1. Completing the Learning Contract on the Steps proficiencies

Self-assessing achievement of proficiencies (5) view Self-assessing achievement of proficiencies

1. Searching for specific proficiencies using keywords
2. Filtering proficiencies by completion status or type
3. Self-assessing achievement of proficiencies

Getting confirmation for self-assessed 'achieved' proficiencies (4) view Getting confirmation for self-assessed 'achieved' proficiencies

1. Requesting proficiency confirmation
2. Resending and withdrawing pending confirmation requests
3. Resending rejected proficiencies for re-confirmation

Requesting final sign-off for proficiencies (1) view Requesting final sign-off for proficiencies

1. Requesting final sign-off for proficiencies and certificate generation

How to access support (3) view How to access support

1. Technical queries (Clinical Centre Managers and Administrators)
2. Accessing support for Educator/Managers and Assessors
3. Accessing support for Learners

Frequently Asked Questions (3) view Frequently Asked Questions

1. An Educator/Manager has left - how does a learner change their Educator/Manager?
2. Moving trusts - what do I need to do? (Learner)
3. How do I choose which centre to log in to?