1. Recognition of Trainer processes on SOAR
William Liu
Claire MacRae
Medical Appraisers Conference
5th May 2016

2. Overview Quick Intro to session Brief round table discussions
Processes and systems overview
SOAR Demo
Q&A

3. Introduction
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)

4. Round table discussions
5 - 8 minutes (max)
Discuss within your table:
Your Role, Experience of RoT so far
Positives and Negatives (no swearing please)
What questions you have regarding RoT? – Discuss within group
For any unresolved questions, write them on post-it notes and pop them onto flipchart paper / wall
…………………………………………… 2.5 mins ……………………………………………
(halfway)
Times up
Start…

5. Systems overview
Named-Trainer data is held on Turas (NES Training Management system)
Trainer data sent to SOAR 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

6. Who completes the RoT Form?
Secondary Care users
With named-trainer roles following data import
Optional for those working to becoming a Trainer
GPs
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 DO NOT complete RoT forms
Supervising Clinicians DO NOT complete RoT forms
If incorrectly ID’ed as trainer – contact DME

7. Appraisal 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

8. Form 7 When Form 4 is signed off, Form 7 is automatically generated
Form 7 – a read-only 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

9. Possible year 2 development Turas (Trainer details)
Data import:
Possible year 2 development
Turas
(Trainer details)
Form 7 created
(RoT info from Forms 3 and 4)
SOAR
(Appraisal details)
Categorised by Form 3 completion:
Ready
Partial Ready
Appraisal:
Not Ready
Not Appraised
Appraisee completes RoT (as part of Form 3)
Submits and shares with Appraiser for Appraisal
EO reviews DMEs’ recommendations and recognises Trainer (or not)
DMEs review Form 7 and make recommendation
Appraiser drafts Form 4; Appraisee signs off Form 4

10. SOAR Demo

11. Year 2 development Simplified RoT form
Data sharing from SOAR to Turas (appraisal and recognition dates)
Enable Form 7 access to Appraisees/ers
Improved interface for GP Trainers
“Are you an Approved GP Trainer?”
Misc improvements for DMEs and EOs

12. New simplified RoT form (1/5)
Required if ID’ed 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

13. 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.

14. 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.

15. 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

16. New simplified RoT form (5/5)
Supporting information for appraisal
This 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:
Upload

17. Q & A…

18. Thank you! Web resources: Further assistance:
Further assistance:
Click on “Contact” from Scottish Trainer Framework website; or
Use the “Help” box / form when logged into SOAR; or
the SOAR helpdesk: