Tier AssessmentCandidate name: Click or tap here to enter text.
Research Operations: ElectronicDate: Click or tap here to enter text.

Management of Research ParticipantsCandidate testing level: F ☐ S☐ A☐

Mode: Direct Observation

Competency / Fundamental / Skilled / Advanced
Uses systems and system reports to manage patient/participant research activities and charge routing. / Uses the system with little assistance to manage common research patient activities. Recognizes key reports to manage processes. / Uses the system independently to manage all research patient activities. Effectively troubleshoots common issues. Uses reports regularly to manage processes. / Can navigate complex issues independently within research systems to manage research patient activities. Provides documentation of instance(s) where the competency has been applied outside of the individual's job tasks.
  1. Observe the candidate as they do each of the following tasks:

GUI = could do the task with reference guide; IND = could do without the guide; FLU = could do without the guide, and with notable fluidity/speed

TASK / Observation (use key above) / Notes
Associate a patient with a study /  GUI  IND  FLU / Clickortapheretoentertext.
Add an order /  GUI  IND  FLU / Clickortapheretoentertext.
Open an encounter for a study visit /  GUI  IND  FLU / Clickortapheretoentertext.
Link a study visit to an encounter /  GUI  IND  FLU / Clickortapheretoentertext.
Navigate and document patient’s study visit /  GUI  IND  FLU / Clickortapheretoentertext.
Access and view a patient’s chart /  GUI  IND  FLU / Clickortapheretoentertext.
Generate an Enrollment Log Report /  GUI  IND  FLU / Clickortapheretoentertext.
  1. Manager, ask employee to tell you the name of the charge report and the frequency of pulling the report and reviewing charges. (N/A for Oncology RN staff)

Clickortapheretoentertext.

  1. Advanced Only: Have the candidate describe any instances where s/he has demonstrated advanced application of knowledge and understanding of electronic management of research participants outside of his/her individual job or assigned studies. Some examples might include:
  • a description of difficult challenges they have met or helped others to address
  • providing mentorship to others outside of their team
  • developing and provided training to others, and/or
  • evidence that they are seen as a go-to resource for several faculty or staff

Clickortapheretoentertext.

CandidateName (Print): ______

Signature:______Date:______

Evaluation Level

This documentation demonstrates:

☐Fundamental Competency

☐Skilled Competency

☐Advanced Competency

Attester comments about candidate’s competency level:

Click or tap here to enter text.

Attester Name (Print): ______

Attester Title (Print): ______

Attester Signature:______Date:______

Assessment – – RO: Electronic Management of Research Participants - Page 1