Forms, support materials, assessor training
Workplace Based Assessments
| Mini-CEX (Clinical Evaluation Exercise) | Sitting in on, and formally scoring a trainee’s consultation with a patient | |||
| Introduction | Assessor’s guidance | Trainee’s guidance | Assessment form | Supervisor’s annual summary form & guidance |
| Multi-source feedback (MSF) | A form of questionnaire-based 360 degree appraisal | |||
| Introduction | Rater’s guidance | Assessment form | Supervisor’s annual summary form & guidance | |
| Case-based discussion (CBD) | Requires trainers and trainees to discuss a selection of cases and trainers to score the trainee’s performance against a pre-specified range of competencies | |||
| Introduction | Assessor’s guidance | Trainee’s guidance | Assessment form | Supervisor’s annual summary form & guidance |
| Sheffield Assessment Instrument for Letters (SAIL(OH)) | A tool for assessing the quality of a trainee’s correspondence to managers and health professionals | |||
| Introduction | Assessment form 1 | Supervisor’s annual summary forms & guidance | ||
Supervised Learning Events
| Direct Observation of Procedural Skills (DOPS) | Marks the trainee’s ability to perform commonly required procedures | |||
| Introduction | Assessor’s guidance | Trainee’s guidance | SLE – audiometry | Supervisor’s annual summary form & guidance |
We recommend that all clinical and educational supervisors familiarise themselves carefully with the basic forms and instructions. We also recommend that, insofar as these are available, all WBA assessors seek further training in WBA’s (e.g. courses by organisations that offer assessor training) to gain practice in the methods.
Regional Specialty Advisors, Training Programme Directors, and local Specialty Training Committee members will wish to acquaint themselves with the forms and processes.
Two copies of each WBA or SLE (one original and a photocopy) need to be kept – one each for:
a) the trainee (to enter into the learning portfolio);
b) the educational supervisor (to support quarterly educational appraisal and feedback to the trainee).
The annual summary form for a given WBA or SLE is maintained and built up through the course of a training year by the educational supervisor. Following an end of year review with the trainee, this form feeds into the deanery Annual Review of Competence Progression (ARCP), with copies retained by supervisor and trainee.
