Step Guide
Step Guideto navigating the 2021 curriculumTraineesAssigned Educational SupervisorsClinical SupervisorsPage 1 of 26
Contents1. Overview . 32. Trainee screen navigation. 73. Assigned Educational Supervisor screen navigation . 164. Lead Clinical Supervisor screen navigation . 225. Clinical Supervisor screen navigation . 25KeyTraineeAssigned Educational Supervisor (AES)Clinical Supervisor (CS)Page 2 of 26
1. OverviewPLACEMENT STARTStep 1TraineeSet up placement Step 2Trainee15 minutes Transition to new curriculumList AESList AES and all CSs (min 2)Submit placement10 minutesCreate Learning AgreementSelect Lead CSLA - OBJECTIVE SETTINGStep 3TraineeComplete objective setting with AES Step 3Assigned Educational Supervisor30 minutesObjectives for GPCs / each CiPSupport to achieve objectivesSign off30 minutes per traineeComplete objective setting with trainee Objectives for GPCs / each CiPSupport to achieve objectivesSign offPage 3 of 26
MIDPOINT MCRStep 4TraineeComplete midpoint Self-AssessmentStep 4Lead Clinical SupervisorStep 4Step 520 minutes per traineeAttend MCR meeting20 minutes per traineeAgree MCR (even if present at meeting) Step 6Assigned Educational SupervisorArrange MCR meeting in advanceAccess MCR via dashboard linkComplete MCR on behalf of groupSubmitComplete midpoint MCR Clinical Supervisors20 minutes per traineeComplete midpoint MCR Clinical Supervisors20 minutesOption to agree/disagree andcomment15 minutes per traineeSign off midpoint MCR(After step 5 or 2 weeks after step 4) Step 7Lead Clinical Supervisor Access MCR via dashboard linkAdd global commentsAdd progress in GPCs 6-9Sign off30 minutes per traineeArrange a feedback session with thetrainee to discuss the MCR and selfassessment.Page 4 of 26
LA – MIDPOINT REVIEWStep 8TraineeComplete midpoint review with AES Step 8Assigned Educational Supervisor30 minutesReview progress in GPCs / CiPsAgree any actions necessarySign off30 minutes per traineeComplete midpoint review with trainee Review progress in GPCs / CiPsAgree any actions necessarySign offFINAL MCRStep 9Trainee20 minutesComplete final Self-AssessmentStep 9Lead Clinical Supervisor20 minutes per traineeComplete final MCR Arrange MCR meeting in advanceAccess MCR via dashboard linkComplete MCR on behalf of groupSubmitStep 9Clinical SupervisorsComplete final MCR Step 10Clinical Supervisors20 minutes per traineeAttend MCR meeting20 minutes per traineeAgree MCR (even if present at meeting) Option to agree/disagree andcommentPage 5 of 26
Step 11Assigned Educational Supervisor15 minutes per traineeSign off final MCR(After step 5 or 2 weeks after step 4) Step 13Lead Clinical Supervisor Access MCR via dashboard linkAdd global commentsAdd progress in GPCs 6-9Sign off30 minutes per traineeArrange a feedback session with thetrainee to discuss the MCR and selfassessment.LA – FINAL REVIEWStep 14TraineeComplete final review with AES Step 14Assigned Educational Supervisor30 minutesReview progress in GPCs / CiPsSign off30 minutes per traineeComplete final review with trainee Review progress in GPCs / CiPsWrite AES reportSign offPLACEMENT ENDPage 6 of 26
2. Trainee screen navigationStep 1 Set up placementTRAINESFrom the menu click ADD / PlacementSelect YES to transition to the new curriculumPage 7 of 26
TRAINEESComplete the placement formPage 8 of 26
Step 2 Create the Learning AgreementClick on LEARNING in the menu / Click Create Learning AgreementTRAINEESSelect Lead Clinical SupervisorClick the marble – Select / Edit Lead CSSelect the radio button next to the name and click the green button. You can changethe Lead CS in the same way at any time.Page 9 of 26
Step 3 Complete the objective setting meeting with AESTRAINEESClick the LA Objective setting meeting marble.Enter the date on the cover page and click to save and continue.Page 10 of 26
Set objectives for the GPCs.Previous MCRs will display (except for the first objective setting meeting followingtransition to the new curriculum).Use the drop down box select a view of the GPCs as rated in the MCR. You can usethese as a reference for setting new objectives.Agree with your AES, set objectives in the first box. You can click the plus signs nextto MCR descriptors to add them to the objectives box.TRAINEESAgree with your AES the support you will need to achieve the objectives. This mightinclude workplace-based assessment, courses, learning opportunities.Page 11 of 26
Do the same with each of the CiPs.TRAINEESObjectives may cover knowledge, clinical skills, decision-making, operative skills,index procedures/PBAs, critical conditions/CEX/CBDs, exams, courses and projectsas relevant to each CiP.Page 12 of 26
TRAINEESCheck the summary page and sign off.Step 4 Complete midpoint Self-AssessmentFrom the menu, click Learning / Click on the midpoint tab in the placement.Click on the self-assessment (midpoint) marble.Hovering on the marbles provides more information on the status of each stage.Page 13 of 26
Complete the Self-Assessment form and submit.TRAINESRate GPC domains 1-9. The default rating is Appropriate for phase. Use free text toexplain specific achievements. Use free text or browse descriptors to describe anydevelopment needs.Page 14 of 26
Do the same for each CiP, using free text or descriptors (max 5) to explain anyratings lower than IV. Excellence ratings can also be selected.TRAINESCheck the summary and submitWhen the MCRs are available for you to view, you will receive this alert on yourdashboard:The MCR (mid-point) has now been signed off by [AES NAME GMC NUMBER]and can be found in your portfolio.The MCR (final) has now been signed off by [AES NAME GMC NUMBER] andcan be found in your portfolio.You should receive a feedback session with the Lead CS or other nominatedsupervisor to discuss the MCR and your self-assessment.Repeat the above steps for the midpoint learning agreement, final selfassessment and final learning agreement.Page 15 of 26
3. Assigned Educational Supervisor screen navigationYou will be able to see whether your trainees have transitioned to the new curriculumby clicking MY TRAINEES from the menu and then As Assigned EducationalSupervisor.The resulting page shows that trainees with the purple 2021 tab are now on the newcurriculum. They will have a new style learning agreement which focuses objectiveson achieving the GPCs and CiPs.These trainees will also need be assessed with the new Multiple Consultant Report(MCR) which you will have responsibility for signing off after submission by the LeadClinical Supervisor. The midpoint and final MCRs must be completed before themidpoint and final learning agreements respectively.AESsSelect the trainee / placement.Click the Learning Agreements tab and then the learning agreement meeting (OBJfor objective setting, MID for midpoint review or FIN for final review).Page 16 of 26
Steps 1 and 2, setting up a placement, creating a learning agreement and selectingthe Lead CS are completed by the trainee. You and the trainee can then start thelearning agreement and may share a screen to go through the objective setting form.AESsYou or the trainee can amend the Lead CS if necessary - Click the marble for Select /Edit Lead CSSelect the radio button next to the name and click the green button. You or thetrainee can change the Lead CS in the same way at any time.Page 17 of 26
Step 3 Complete the objective setting meetingClick the LA Objective setting meeting marble.AESsEnter the date on the cover page and click to save and continue.Page 18 of 26
Set objectives for the GPCs.Previous MCRs will display (except for the first objective setting meeting followingtransition to the new curriculum).Use the drop down box select a view of the GPCs as rated in the MCR. You can usethese as a reference for setting new objectives.With your trainee, set objectives in the first box. You can click the plus signs next toMCR descriptors to add them to the objectives box.AESsWith your trainee determine the support they will need to achieve the objectives. Thismight include workplace-based assessment, courses, learning opportunities.Page 19 of 26
Do the same with each of the CiPs.AESsObjectives may cover knowledge, clinical skills, decision-making, operative skills,index procedures/PBAs, critical conditions/CEX/CBDs, exams, courses and projectsas relevant to each CiP.Page 20 of 26
AESsCheck the summary page and sign off. The trainee will have first sign off of objectivesetting and the midpoint review. You will have first sign off of the final review becauseit incorporates your AES report.Step 4 (the midpoint MCR) is completed by Lead CS / Clinical Supervisors.Step 5 Sign off the MCRYou will see the following alerts on your dashboard. Click these links to addinformation about the trainees, progress in GPCs 6-9, add general comments andsign off the MCR.The MCR (midpoint) created by [TITLE LEAD CS GMC: NUMBER], as LeadClinical Supervisor for your trainee [TRAINEE NAME GMC NUMBER] is nowready for final sign-off.The MCR (final) created by [TITLE LEAD CS GMC: NUMBER], as Lead ClinicalSupervisor for your trainee [TRAINEE NAME GMC NUMBER] is now ready forfinal sign-off.Alternatively, go to the trainee’s learning agreement and click on the MCR marble.This will also show you the status of the MCR.Follow the same steps for the midpoint and final learning agreement andMCRs.Page 21 of 26
4. Lead Clinical Supervisor screen navigationWhen steps 1-3 have been completed by trainee and Assigned EducationalSupervisor, you will be able to complete the midpoint MCR which is recommendedfor placements of 6 months or longer.CLINICAL SUPERVIOSRSYou may wish to set up the MCR meetings well in advance to ensure attendance.They can be virtual or physical meetings. You will need to share your screen.You will see the following alerts on your dashboard, indicating that you have beenselected as the Lead CS for specific trainees:You have been selected as Lead Clinical Supervisor for your trainee [TRAINEENAME GMC NUMBER]. Click here to see your responsibilities in this role.Clicking the link will take you to MCR guidanceWhen the MCR is ready, clicking on the following links will take you to the relevantMCR:The MCR (mid-point) for your trainee [TRAINEE NAME GMC NUMBER] isavailable for you to complete.The MCR (final) for your trainee [TRAINEE NAME GMC NUMBER] is availablefor you to complete.In the MCR meeting, open the MCR (and screen-share if possible), complete it onbehalf of the group.Rate GPC domains 1-9. The default rating is Appropriate for phase. You can add freetext to elaborate. Use free text or click on descriptors to add them as developmentneeds. Adding descriptors is only necessary for development needs. Do the same foreach CiP, using free text or descriptors (max 5) to explain any ratings lower than IV.Excellence ratings can also be selected. There are additional specialty-specific CiPsfor Cardiothoracic Surgery, Paediatric Surgery and Plastic Surgery.You will not be able to access it after it is submitted, until it is signed off by the AES.Therefore, take time to look over the summary with the group before you submit it.Page 22 of 26
Page 23 of 26CLINICAL SUPERVIOSRS
The other clinical supervisors (including those who were unable to attend themeeting) will receive the following alert/link on their dashboards from which they willbe able to open the MCR and make any extra comments within 2 weeks ofsubmission:CLINICAL SUPERVIOSRS[LEAD CS NAME GMC NUMBER], as Lead Clinical Supervisor, has invited youto add comments to an MCR (mid-point/final) for [TRAINEE NAME GMCNUMBER] within the next 2 weeks.When all clinical supervisors have commented or when the 2 week period hasexpired, the MCR will be available to the AES to comment and sign off.You will receive the following alert/link to the final version in the trainee’s portfolio. Atthis point, you should arrange a to have a feedback session with the trainee todiscuss the MCR and self-assessment.The MCR (mid-point/final) for your trainee [TRAINEE NAME GMC NUMER] hasnow been signed off by the trainee's AES [AES NAME GMC NUMBER] and canbe found in the trainee's portfolio.Guide to feedback session with traineesFollow the same steps for the final MCR.Page 24 of 26
5. Clinical Supervisor screen navigationSteps 1-3 are completed by the trainee and Assigned Educational Supervisor.Step 4 Complete the MCRCLINICAL SUPERVIOSRSWhen steps 1-4 have been completed by trainee and Assigned EducationalSupervisor, you will be able to meet with other clinical supervisors to complete themidpoint MCR which is recommended for placements of 6 months or longer.The Lead CS will arrange the MCR meeting which may be a virtual or physicalmeeting. Please see the MCR guidance for more information.The Lead CS will complete the MCR in the meeting on behalf of the group (screensharing if possible).Rate GPC domains 1-9. The default rating is Appropriate for phase. You can add freetext to elaborate. Use free text or click on descriptors to add them as developmentneeds. Adding descriptors is only necessary for development needs.Page 25 of 26
CLINICAL SUPERVIOSRSDo the same for each CiP, using free text or descriptors (max 5) to explain anyratings lower than IV. Excellence ratings can also be selected. There are additionalspecialty-specific CiPs for Cardiothoracic Surgery, Paediatric Surgery and PlasticSurgery.Step 5 Agree / Disagree with MCR (even if present at the MCR meeting)After the meeting you will receive the following alert/link on your dashboard fromwhich you will be able to open the MCR and make any extra comments within 2weeks of submission. You have the option to agree, disagree and add comments.Please use the link even if you have no additional comments.[LEAD CS NAME GMC NUMBER], as Lead Clinical Supervisor, has invited youto add comments to an MCR (mid-point/final) for [TRAINEE NAME GMCNUMBER] within the next 2 weeks.Step 6 is completed by the AES. When all clinical supervisors have commented orwhen the 2 week period has expired, the MCR will be available to the AES tocomment and sign off. After AES sign off you will be alerted when the MCR isviewable from the trainee’s portfolio:The MCR (mid-point/final) for your trainee [TRAINEE NAME GMC NUMER] hasnow been signed off by the trainee's AES [AES NAME GMC NUMBER] and canbe found in the trainee's portfolioFollow the same steps for the final MCR.Page 26 of 26
Step 5 Clinical Supervisors Agree MCR (even if present at meeting) Option to agree/disagree and comment Step 6 15 minutes Assigned Educational Supervisor Sign off midpoint MCR (After step 5 or 2 weeks after step 4) Access MCR via dashboard link Add global comments Add progress in GPCs 6-9 Sign off Step 7
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