Sign off skills and file check-ins

Mentors, managers and anyone with sign-off rights can mark a trainee competent on a skill, put a skill back on their list for a refresher, and file private check-in feedback.

Who can sign off

• Training management and people on the Can sign off skills list can sign off anyone.
• Mentors can sign off their own trainees if your clinic has Mentors can sign off their own trainees turned on.
• Nobody can ever sign off their own skills.

Sign someone off

1. Open the trainee from Training → Trainees, or open the skill from the Skills tab.
2. On a trainee's plan, click Sign off on the skill's row. On a skill, choose the person under Sign someone off.
3. Add Comments if you like: what you observed, anything to keep practicing.
4. Click Confirm sign-off (or Confirm for [name] on the skill).

If a test covers the skill, the person's result shows next to it so you can see it first. To take a sign-off back, click Undo.

Ask for a refresher

If someone needs to brush up on a skill they already finished:

1. Click Needs refresher on their signed-off row.
2. Add what to brush up on (optional). They'll see this.
3. Click Put back on their list.

The skill counts as not done until they're signed off again. Click Withdraw refresher to cancel it; their earlier sign-off counts again.

File a check-in

Check-ins are scheduled when training starts. Mentors fill them in, and the trainee never sees the answers.

1. Open the trainee and go to the Check-ins tab.
2. Click the check-in. Rows marked Feedback due are late.
3. Answer the questions on the Feedback tab.
4. Click Send to management.

Managers can read every report, click Edit feedback to change one, and use Schedule a check-in to add another. On the Schedule tab they can change the date, mentor or form, Skip a check-in, or Delete it.