1. Assessment Needs Analysis
STAGE 2 = EVALUATOR
Review updates on RECORD OF HOURS recorded for this ANA period
Complete SECTION 1
MUST indicate overall rating level achieved by Trainee to date
Mark Discussion points &/or Development Needs  Demonstrated levels of competence that fall short of expected levels and some intervention is required.
May add comments or supporting notes at specific competencies
Review Trainee’s updates on SECTION 2 and edit / give comments where necessary

2. EVALUATOR : ANA STAGE 2 Review Core Hours & Section 2 + Complete Section 1 Assign Overall Rating & Development Needs
Review ALL SAICA competencies & Assign a rating to relevant competencies for past 6 months’ experience
SAICA REQUIREMENTS:
STEP 3:
The evaluator must complete SECTION 1 by indicating the overall rating level achieved by the trainee to date, based on carry forward evidence as well as new evidence presented through the current 6 month period being evaluated. Please note that this is not a mathematical average, but should rather reflect the evaluator’s judgement of the level of competence achieved by the trainee as at the date of this ANA. Demonstrated levels of competence that fall short of expected levels of competence specified by the training office at that point in time should be highlighted as areas of development and should be transferred to SECTION 4, point 2.
In tasks where no evidence has been presented by the trainee, the Evaluator should consider, and document, whether this may present a development need or not. The evaluator should also review and complete SECTIONS 2, 3 and 4
The evaluator should review the examples of professional conduct submitted by the trainee to date and consider the extent to which they demonstrate an understanding of the principles embodied in these competencies. Professional conduct competencies where the evaluator believes the trainee is not adequately demonstrating the principles should be highlighted as requiring development and should be transferred to the development plan in section 4.

3. EVALUATOR : Logon with EVALUATOR permissions & Select assigned ANA
1. Select Evaluator Profile and click on Continue
ANA stage and to whom assigned
2. Click on assigned ANA hyperlink
All ANAs where you are Evaluator

4. Evaluator: (1) Review & update Record of Hours & (2) Review & comment on Section 2 (3) UPDATE SECTION 1
Evaluator to select relevant hyperlinks to
Review & update Record of Hours
Review Section 2 and make notes if relevant
UPDATE SECTION 1 (All competencies must be reviewed and relevant rating / development plan assigned)
Who must do what?

5. Evaluator: (1) Review & update Record of Hours
Must review if accurate
Can edit information if necessary
Click on UPDATE to proceed

6. Evaluator: (2) Review & comment on Section 2
Review Trainee’s notes and can add comment.
Click on NEXT to proceed
Review Trainee’s notes and can add comment.
Click on FINISH to proceed

7. Read through above notes and click on hyperlink
Evaluator: (3) Perform Evaluator functions on SECTION 1: Summary of Performance Evaluations
Read through above notes and click on hyperlink

8. EVALUATOR The Evaluator to perform the following: Assign an ANA rating
Review the associated TSRs/PSRs (click on SR number hyperlink)
Assign / Edit the advanced / basic rating
Nominate competencies ready for final sign off
Mark development needs (only when major intervention required if the trainee perform below the norm)
Mark specific competencies that should be discussed during one-on-one
May add comments where relevant
Click on SUBMIT

9. TO VIEW HISTORY click on SHOW EVIDENCE button
EVALUATOR
Review and Assign Overall Rating to Professional Conduct
Evaluator must review each PC competency and:
Indicate if Principle was demonstrated Yes/No
Give an overall comment
Indicate is development is required Yes/No
Indicate if the topic should be discussed (exceptions that you want to highlight in PRINT DISCUSSION REPORT)
TO VIEW HISTORY click on SHOW EVIDENCE button

10. EVALUATOR 2 1 3 View Evidence and History
For each PC competency click on SHOW EVIDENCE button to open linked SR evidence as well as previous ANA history
Based on evidence update fields in yellow and comment
Hyperlinks give access to previous documents 2 1 3
View of ANA NR 1 PC section
View of linked SR1

11. EVALUATOR View Evidence and History
Evaluator must review and evaluate each PC competency
Click on SUBMIT when finalised

12. EVALUATOR: Review rest of Professional and Technical Competencies
Rated by Evaluator
Back To Items Rate Page
E column indicated progress
Click on selected hyperlink to open Evaluator ANA page view to perform required Evaluator actions.
Competency rated in linked SR
Development need specified in previous ANA
1. Click on Topic hyperlink to open EXTENDED ANA VIEW
2. Click on Competency hyperlink to open competency page ANA VIEW

13. EVALUATOR: Review rest of Professional and Technical Competencies
MUST update rating based on this ANA period’s linked SRs
Competency Page View
Update Rating
If relevant and according to your office policy select ready for final Sign Off (MUST fulfil SAICA requirement of rating of 4)
Need to view SR Detail? Click on linked SR hyperlink
Over with mouse over down arrow will give SR detail
To review evidence click on SR number hyperlink
Mark YES if
specific aspect that should be discussed/
If Development is needed (only for exceptions not inline with office’s training programme
Evaluator should comment where necessary

14. Evaluator: Extended View
Pink indicates that Trainee disagreed with revised rating assigned by Reviewer in TSR

15. Evaluator: Assess Trainee and Comment
Pink indicates that Trainee disagreed with revised rating assigned by Reviewer in TSR

16. Drill down to TSR/PSR included in ANA
Click on the TSR / PSR hyperlink to review the details of the selected SR.
NOTE: The Pink background indicates a rating difference where the Trainee disagreed with the assigned rating of the Reviewer.
Review comments and evidence provided for each competency.

17. 2. Ready for Final Sign Off…?
Evaluator Summary: Assign an ANA Rating / Add Comments, Mark Development Needs, Mark Discussion Points or Nominate a Competency for Final Sign Off.
The Evaluator to perform the following:
Assign an ANA rating
Review the associated TSRs/PSRs (click on SR number hyperlink)
Assign / Edit the advanced / basic rating
Nominate competencies ready for final sign off
Mark development needs (only when major intervention required if the trainee perform below the norm)
Mark specific competencies that should be discussed during one-on-one
May add comments where relevant
Click on SUBMIT
Assign rating.
2. Ready for Final Sign Off…?
Final year trainee & rating = 4 5. 4. 3.

18. Evaluator: Assess Outcomes Evaluated in linked SRs
If ALL Competencies reviewed and updated, click on BACK to move to ANA Summary Page

19. Evaluator: Submit Information & Send Notification
The Evaluator to click on DOCUMENT COMPLETE with finalisation of Section 1 and
OK on the warning message.
Evaluator should also review SECTION 2 before re-assign to Trainee!

20. ANA Assigned to Trainee to review Section 1 and indicate discussion points.

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