1. Assessment Needs Analysis
STAGE 3 = TRAINEE (Review updates on ANA document)
This is the final step of the ANA one-on-one discussion preparation processes.
Trainee to review if Evaluator made any comments or changes in Record of Hours &/ Section 2.
Trainee to review all changes made in SECTION ensure that Evaluator
For each competency updated the ratings based on this ANA periods Skill reviews and indicated overall rating level achieved by Trainee to date
Are there any competencies with “Mark for Discussion” &/or Development Needs.
Trainee should indicate all topics that needs to be specifically addressed during the One-On-One discussion and give relevant comments.

2. Trainee : Stage 3 - Review Section 1
The Trainee to review Sections 1 and make comments where relevant! (Quality check…)

3. ANA Assigned to Trainee (STAGE 3) to review Section 1 and indicate discussion points.

4. Trainee: Complete ANA Section 11.
The Trainee should log on to LTS and under OPEN ITEMS select the open ANA.
Section 1:
Trainee to Review the Evaluator’s
assigned ratings,
comments,
development needs and
competencies marked for final sign off &
mark discussion points
This is a quality check to ensure all competencies is correctly updated for this ANA period.
Trainee can indicate specific discussion points (where issue with rating etc.) and add comments. 2.
Trainee to review
Core hours (if any changes)
and if comments added by Evaluator for Section 2.

5. Trainee: Review Section 1 and Add Discussion Notes
Rated by Trainee
Back To Items Rate Page
L column indicated progress
Click on selected hyperlink to open Trainee ANA page view to perform required Trainee actions.
2. Click on Competency hyperlink to open competency page ANA VIEW
1. Click on Topic hyperlink to open EXTENDED ANA VIEW

6. Trainee
Review Evaluator’s comments and feedback on Professional Conduct
TO VIEW HISTORY click on SHOW EVIDENCE button
Click on SUBMIT button to save an move to Items Page
View Evaluator updates and add comment if relevant
Click to see history

7. Trainee: Review Rating and Comment on Possible Discussion Issues (Competency Page View)

8. Trainee: Review Rating and Comment on Possible Discussion Issues (Extended View)

9. Trainee: All Competencies Reviewed
Click on BACK to return to ANA Index Page
All listed competencies must be evaluated

10. Trainee: All Competencies Reviewed
Trainee click DOCUMENT COMPLETE Button

11. ANA Ready For One-on-One Discussion
Trainee and Evaluator to meet for their One-on-One needs analysis discussion

12. ANA Sage 4: Meeting between Evaluator & Trainee

13. Assessment Needs Analysis STAGE 4 = ONE-ON-ONE DISCUSSION
TRAINEE & EVALUATOR
Print notes for discussion
Evaluator to make updates as required and add supporting comments where necessary

14. ANA Sage 4: Meeting between Evaluator & Trainee

15. Evaluator: Setup of Meeting
Stage 4: One on One Discussion. Set up meeting between Evaluator & Trainee
Evaluator to do updates where required and complete Conclusion as well as Development plan during discussion

16. REPORTS TO ASSIST IN PREPARATION FOR ONE-ON-ONE DISCUSSION 1
REPORTS TO ASSIST IN PREPARATION FOR ONE-ON-ONE DISCUSSION 1. Access to all sections for discussion
Click on: Print Marked for Discussion Document hyperlink to open a HTML printable document with all Marked for discussion topics and comments

17. REPORTS TO ASSIST IN PREPARATION FOR ONE-ON-ONE DISCUSSION 2
REPORTS TO ASSIST IN PREPARATION FOR ONE-ON-ONE DISCUSSION 2. ANA Score grid report
Click on: Link to Signed Off ANA’s hyperlink to get access to reports of closed ANAs as well as a score grid report summarising ratings of all previous and current ANA
Click on: Assessment Needs Analysis Score Grid hyperlink to open the ANA score grid report summarising ratings of all previous and current ANA

18. REPORTS TO ASSIST IN PREPARATION FOR ONE-ON-ONE DISCUSSION 2
REPORTS TO ASSIST IN PREPARATION FOR ONE-ON-ONE DISCUSSION 2. ANA Score grid report

19. REPORTS TO ASSIST IN PREPARATION FOR ONE-ON-ONE DISCUSSION 3
REPORTS TO ASSIST IN PREPARATION FOR ONE-ON-ONE DISCUSSION 3. Detailed ANA report
Click on: ANA Nr hyperlink to open the detailed ANA report of the selected ANA. This report is also available for the current ANA in progress

20. REPORTS TO ASSIST IN PREPARATION FOR ONE-ON-ONE DISCUSSION 3
REPORTS TO ASSIST IN PREPARATION FOR ONE-ON-ONE DISCUSSION 3. Detailed ANA report

21. Evaluator Home Page Select Reports
REPORTS TO ASSIST IN PREPARATION FOR ONE-ON-ONE DISCUSSION 4. Trainee Status Report: Which SR linked to Which ANA? Reviewers involved? Timelines to finalize documents?
Evaluator Home Page Select Reports
Search for trainee and Select on REPORTS PER TRAINEE “Status Report” hyperlink

22. REPORTS TO ASSIST IN PREPARATION FOR ONE-ON-ONE DISCUSSION 4
REPORTS TO ASSIST IN PREPARATION FOR ONE-ON-ONE DISCUSSION 4. Trainee Status Report: Which SR linked to Which ANA? Reviewers involved? Timelines to finalize documents?
Not Linked to an ANA
Linked to below
ANA

23. ANA STAGE 4: One-on-One Discussion Evaluator: How to review & Update section 1?
Click on Section 1: Summary of Performance Evaluation hyperlink
Click on the relevant Competency or Topic hyperlink to open page

24. ANA STAGE 4: One-on-One Discussion Evaluator: How to review & Update section 1?
Evaluator can update and change comment and assigned Yes/ No
Evaluator can update and change comment and assigned Yes/ No
Click on SUBMIT at bottom of page to save changes

25. Section 1 – Evaluator Edit Ratings / Development Need / Competency ready for Final Sign Off?
Evaluator can update and change comment and assigned ratings
Click on SUBMIT at bottom of page to save changes

26. Section 1 – Evaluator Edit Ratings / Development Need / Competency ready for Final Sign Off?
When all Competencies is discussed and updated, Click on BACK to navigate to ANA Index Page
Remember to review & Discuss Record of Hours & Section 2. Evaluator make changes / give comments where relevant

27. Evaluator– Discuss and Review Record of Hours
Edit if necessary and click on UPDATE

28. Evaluator– Discuss and Review Section 2
Update comment and click on NEXT
Update comment and click on FINISH

29. Evaluator– Discuss and Review Section 2
Evaluator can add details of course missed by Trainee
Evaluator can EDIT supplementary training information as discussed with Trainee
Add comment and click on UPDATE

30. Evaluator: Conclude on ANA
Click on CONCLUSION hyperlink
Q : How can I view the trainee’s previous development plan?
A: CLICK ON HYPERLINK TO PREVIOUS PLAN
Read through instructions and update Conclusion of current ANA
Click on UPDATE

31. Evaluator: Conclude on ANA
Detail of Previous ANA’s Development Plan open in a NEW Sheet

32. Evaluator: Discuss and Update Development Plan for This ANA
If any competencies were marked as a development need then the next step will be to update the Trainee’s development plan
Click on Development Plan hyperlink

33. Evaluator: Discuss and Update Development Plan for This ANA
Specify detail of development plan
Update date that this must be accomplished

34. ANA Finalised: Evaluator to Sign Off

35. Assessment Needs Analysis STAGE 5 = TRAINEE ANA SIGNOFF
Log on to LTS and sign off on ANA
Can print detailed ANA Report from ANA Number heading hyperlink on ANA Score grid report

36. ANA Stage 5: Trainee Receives Notification and Sign Off

37. ANA Stage 5: Trainee Receives Notification and Sign Off
Electronic signoff suffice - Document closed, just require Assessor Review and Sign offs
ANA finalised between Evaluator and Trainee (LTS Status = CLOSED)
BUT
ANA still requires Assessor Sign Off.
If any competencies marked as ready for final sign off then Assessor should sign off ASAP before trainee start with new Skill review.
SAICA: Assessor must validate the quality of the document and sign off on ANA before next ANA is initiated.
KPMG Requirement = … ?

38. 1. Evaluator signs off on ANA 2. Trainee logs on and signs off on ANA
Electronic sign off suffice - Document closed, just require Assessor Review and Sign offs
1. Evaluator signs off on ANA
2. Trainee logs on and signs off on ANA

39. Assessor Review & Sign Off on ANA
Assessor signoff on ANA:
Check quality and notes & ratings on ANA
For Final year or Final Sign Offs on nominated skills “Ready for Final Signoff”