RIS PD263 Cascade Training Overview V1.5

RIS_PD263_Cascade_Training_Overview_v1.5.doc

CRIS Cascade Training Overview 2.07.12

Copyright

© Healthcare Software Systems 2006

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Confidentiality

All information in this document is provided in confidence for the sole purpose of adjudication of the document and shall not be used for any other purpose and shall not be published or disclosed wholly or in part to any other party without HSS prior permission in writing and shall be held in safe custody. These obligations shall not apply to information which is published or becomes known legitimately from some source other than HSS. Many of the product, service and company names referred to in this document are trademarks or registered trademarks. They are all hereby acknowledged.

Document Control

Title / CRIS Cascade Training Overview
Author / Emma Savage-Mady / Date / 4th July 2005
File Ref. / HSS_Document.dot
Approval Sign-off (For formal issue)
Owner / Role / Signature / Date / Issue
Emma Savage-Mady / Training Manager / 04/07/05 / Version 0.4
Approver / Role / Signature / Date / Issue
Review Panel
Name / Role
David Costin / Application Specialist / Trainer
Change History
Issue / Date / Author / Editor / Details of Change
0.1 / 27/04/05 / Emma Savage-Mady / First Draft for Internal Review
0.2 / 04/07/05 / Emma Savage-Mady / Amendments based on internal review for submission to FJA training.
0.3 / 25/07/05 / Emma Savage-Mady / Minor Amendments
0.4 / 29/07/05 / Emma Savage-Mady / Amendments to Pages 5, 7 and 13 and 41 based on customer feedback.
0.5 / 06/03/06 / Emma Savage-Mady / Amendments to Overall Course Structure/Timetable to incorporate more practical consolidation in addition to mods to Basic Session, Reporting, Nuclear Med, Appointments and Stats Session in line with recent developments and other minor cosmetic amendments.
0.6 / 15/03/06 / Emma Savage-Mady / Amendments to Section 3 based on review with Nik Solomon.
1.0 / 18/05/06 / Emma Savage-Mady / Change from draft numbering to 1.0 and amendments to Stats section.
1.1 / 13/10/06 / Emma Savage-Mady / Removed Information Relating to System Management and Statistics as this is now always delivered Post Go-Live by HSS and therefore Scripts for this course is not required. A new CRIB sheet is available to replace the Stats element called RIS_CRIB283_ Statistical_Reports_Sample_Exercises_v1.1.doc
1.2 / 26/11/06 / Emma Savage-Mady / Amendments to Basic Course to improve Order Comms areas.
1.3 / 12/02/07 / Emma Savage-Mady / Amendments to Day 3 Timetable moving Stats to beginning of the session.
1.4 / 01/03/07 / Emma Savage-Mady / Amendments to improve contents.
1.5 / 15/10/2007 / Emma Savage-Mady / Amendments to facilitate 1.06.12 functionality.
1.6 / 15/08/2008 / Emma Savage-Mady / Amendments to facilitate 1.07.12 Functionality – marked by (CHG)
1.7 / 10/02/2009 / Emma Savage-Mady / Amendments to facilitate 2.07.12 Functionality – marked by (CHG)

Contents

1. Introduction 4

1.1 Purpose 4

1.2 Scope 4

1.3 Completion Instructions 4

2. CASCADE TRAINING TIMETABLE: 5

3. CRIS Cascade Training Overview 6

4. CRIS ‘Train the Trainer’ Sessions Overview 12

5. CRIS Standard Training Session & Course Training Guides 15

BASIC SESSIONS (CLERICAL & CLINICAL) 15

FILM TRACKING SESSION 24

APPOINTMENTS SESSION 26

CLINICAL REPORTING (SECRETARIES) 30

CLINICAL REPORTING (SONOGRAPHERS OR RADIOGRAPHERS) 34

NUCLEAR MEDICINE 38

RADIOLOGIST REPORTING SESSIONS 40

6. How to Schedule CRIS Training 43

1. Introduction

1.1  Purpose

The purpose of this document is to provide a complete overview of the CRIS Cascade Training approach including comprehensive details on how to assess training requirements, identify suitable Cascade trainers who will be trained via Train the Trainer sessions and assess and schedule all appropriate End-User training. This document also include a timetable of CRIS Cascade Training, and all Course Guides (Teaching Scripts) for use by Cascade Trainers

1.2  Scope

This document should be reviewed in detail by Project Managers/Training Coordinators ahead of the initial training consultancy and then by all Cascade Trainers (once elected) ahead of the Train the Train sessions as this document provides information which is essential to the success of Cascade Training session and End User training itself.

1.3  Completion Instructions

Project Managers/Training Coordinators and Cascade Training Delegates must review this document in full ahead of any CRIS consultancy or training both in order to fully appreciate the requirements of the CRIS Cascade Training approach and to complete the actions required by the Trust in order to enable CRIS training to be delivered as effectively as possible.

2. CASCADE TRAINING TIMETABLE:

ACTION ONE / ACTION TWO / ACTION THREE / ACTION FOUR
INITIAL
TRAINING CONSULTANCY / TRUST PLANNING / ‘TRAIN THE TRAINER’
PART I
WEEK ONE
(2 DAYS) / ‘TRAIN THE TRAINER’
PART II
WEEK TWO
(2 DAYS) / ‘CASCADE’ TRAINER PLANNING
WEEK ONE / ‘CASCADE’ TRAINER PLANNING
WEEK TWO
HSS/TRUST / TRUST / HSS/TRUST / HSS/TRUST / TRUST / TRUST
ACTION FIVE / ACTION SIX
END USER TRAINING
WEEK ONE / END USER TRAINING
WEEK TWO / END USER TRAINING
WEEK THREE / END USER TRAINING
WEEK FOUR
(IF REQ) / END USER TRAINING
WEEK FIVE
(IF REQ) / CRIS
GO-LIVE
TRUST / TRUST / TRUST / TRUST / TRUST / HSS/TRUST

Last Updated: ESM 10/02/2009 Healthcare Software Systems – Commercial in Confidence Page 4 of 43

3.  CRIS Cascade Training Overview

ACTION 1: INITIAL TRAINING CONSULTANCY
OBJECTIVES: / HSS will undertake training consultancy with the Trustin order to discuss CRIS ‘Cascade Training’ requirements in terms of the approach HSS would recommend the Trust undertake towards training, in addition to providing an overview of the scope of the cascade 'train the trainer' course and undertaking an investigation of current working practice in order to better advise on the correct use of the system in context to site requirements.
HSS will also deliver an electronic copy of all CRIS Cascade Training documentation both for distribution to ‘CRIS Training Delegates’ prior to undertaking ‘train the trainer’ sessions, and to assist the Trust in assessing overall End User training requirements.
ACTION REQUIRED: / Following the ‘Initial Training Consultancy’ the Trust should:
DESIGNATE DELEGATES FOR CRIS TRAINING – Following the training consultancy the Trust should elect a minimum of 4 and maximum of 8 ‘Delegates’ who will attend CRIS Cascade Training.
These Delegates should consist of a mixture of ‘Cascade Trainers’ who will go on to deliver pre and post go-live End-User training and RIS System Manager(s) who will be required to undertake pre and post go-live CRIS system configuration.
Each ‘Delegate’ should therefore be issued with a copy of this document as soon as possible prior to the ‘Train the Trainer’ sessions which will normally take place 8 – 10 weeks prior to go-live over a two week period.
HSS would recommend ‘Cascade Trainers’ are drawn from a mixture of disciplines including departmental staff and existing IT trainers.
HSS also require RIS System Manager(s) to be included in this training as they will be required to undertake pre and post go- live CRIS system configuration.
If the Trust does elect IT trainers, they are required to have a comprehensive understanding of the Radiology department which may involve a period of shadowing key members of staff in Radiology prior to undertaking HSS ‘Train the Trainer’ course.
If the Trust elects departmental staff, they must be drawn from across all disciplines i.e. 2 clerical, 2 clinical. They must have above average IT skills and a comprehensive knowledge of all departmental working practice and in addition, good communication skills and an ability to relate to a wide range of people.
HSS would also recommend that the Trust does not overlook the commitment this role requires and it is therefore imperative that the Trust and ‘Cascade Trainers’ selected for this role are aware that RIS training for the volumes of End-Users required can only realistically be delivered in a classroom environment for up to 8 delegates. ‘Cascade Trainers’ are therefore likely to require a temporary secondment from their current position in order to dedicate the appropriate time necessary to meet the timeframes of the system go-live.
Consequently in light of this each ‘Cascade Trainer’ must have an understanding of the complete CRIS system to enable them to deliver training on all aspects of CRIS functionality to any type of End-User. This therefore means that following the initial ‘Train the trainer’ courses and ‘Cascade Trainer planning period (Action 4 & 5) ‘Cascade Trainers’ should be able to dedicate just one or two days per week to RIS training,as the remaining week could conceivably be covered by other ‘Cascade Trainers, or even scheduled to running concurrently based on a rolling rota of ‘Cascade Trainers’.
EVALUATE ‘END-USER’ TRAINING REQUIREMENTS – HSS would also recommend that the Trust begin assessing End-User Training requirements immediately after the initial consultancy meeting by forwarding copies of the ‘CRIS Training Scheduling Documentation’ to Radiology Department Managers.
This is to ensure that the Trust allows sufficient time for the Department itself to review the CRIS courses currently available and which HSS wouldrecommend the ‘Cascade Trainers’ deliver themselves in order tofacilitatethe most effectiveEnd- User training.
Consequently by undertaking this course of the action the department are able to correctly identify the number of staff requiring each type of CRIS training course - thereby enabling the ‘Cascade Trainers’ to easily assess the volume of End-User training required and encourage the department to begin scheduling staff into a suitable End-User timetable whilst allowing the ‘Cascade Trainers’ themselves to continue to concentrate on planning/practising the training itself.
Please note: You should also be aware that in most cases, it will not be possible to train each and every User during the CRIS End-User training period – and it will therefore be necessary to undertake post go-live cascade training to individual Users such as those who work shifts, are on holiday or are more occasional Users. Consequently you should aim to concentrate on scheduling formal training for staff who need to use the system constantly on a day-to-day basis, whereas more occasional Users can normally be trained on an adhoc basis either during the initial go-live hand-holding period, or by System Managers after this period.
ACTION 2: TRUST PLANNING
OBJECTIVES: / Following the ‘Initial Training Consultancy’ HSS envisage that the Trust will require a suitable period of time to elect ‘Cascade Trainers’, who will then themselves also need time to review this document and in particular the ‘Train the Trainer’ documentation in order to ensure that they are fully versed with the requirements of this role prior to the practical ‘Train the Trainer’ sessions themselves. This period should also be used to ensure that ‘IT Trainers’ are able to spend time in the Radiology Department to familiarise themselves with departmental workflow models and overall working practice.
HSS also recommend that the Trust ensure this period is used to encourage the Radiology Department itself to assess ‘End-User’ training requirements to ensure that ‘Cascade Trainers’ have an accurate guide to the volume of End-User training required and are therefore able to allow sufficient time to deliver training within the timeframes of the CRIS system Go-Live.
HSS do not however recommend that ‘Cascade Trainers’ should themselves schedule the CRIS End-User training but instead use the information provided by the department to agree suitable dates, and a proposed timetable which should then be completed by the department who are obviously in a much better position to rota staff and or re-schedule accordingly.
Finally, HSS also envisage that the Trust will need to use this period to arrange a suitable training location not only for the practical ‘Train the Trainer’ sessions but also to provisionally reserve facilities for the End-User training period itself based on feedback regarding required End-User training from the department.
IT will also be required to ensure that the CRIS client has been installed on the Training room PC’s ahead of the practical CRIS ‘Train the Trainer’ Courses and CRIS ‘End-User’ training itself.
ACTION REQUIRED: / To complete ‘ACTION 3’ the Trust should have:
CONFIRMED ‘CASCADE TRAINERS’ and forwarded the ‘names’ and ‘disciplines’ of each ‘Cascade Trainer’ to their HSS Training Contact ahead of the practical ‘Train the Trainer’ sessions (i.e. John Smith – Clerical Assistant, Mary Jones – IT. Trainer, Joe Bloggs – Radiographer etc.)
DELIVERED/EVALUATED CRIS ‘TRAIN THE TRAINER’ DOCUMENTATION to ensure that all ‘Cascade Trainers’ have reviewed training objectives and course overviews ahead of the practical ‘Train the Trainer’ sessions.
RECEIVED FEEDBACK REGARDING ‘END USER’ TRAINING REQUIREMENTS from the department in order to enable ‘Cascade Trainers’ to assess the number of days End-User training required. This is to ensure that it is possible to reserve training facilities and to assist ‘Cascade Trainers’ during their practical CRIS ‘Train the Trainer’ sessions in learning how to prepare a sample timetable which will then be used by the Radiology department to allocate staff for training.
BOOKED/RESERVED TRAINING FACILITIES ahead of the practical CRIS ‘Train the Trainer’ session in weeks 4 and 5 and CRIS ‘End-User’ Training.
TASKED IT. TO INSTALL THE CRIS CLIENT ahead of the practical CRIS ‘Train the Trainer’ session in weeks 4 and 5 and CRIS ‘End-User’ Training. The HSS Helpdesk can provide instructions on installing the CRIS client.
ACTION 3: CRIS ‘TRAIN THE TRAINER’ SESSIONS
OBJECTIVES: / WEEK ONE - DAYS 1 & 2: COMPLETE SYSTEM OVERVIEW (2 FULL DAYS)
Intensive CRIS Application Training covering all aspects of User-level system functions. ‘Cascade Trainers’ will then be left to review CRIS ‘Train the Trainer’ documentation, course guides and course objectives in addition to completing a CRIS System Workbook ahead of the follow-up training session which will take place in week 5 when the Trust Trainers have had a chance to better familiarise themselves with basic system use.
WEEK TWO - DAY 3: CRIS TRAINING SYSTEM CONFIGURATION & SYSTEM MANAGEMENT)
Designed to provide Trust Trainers with the ability to configure the CRIS Training System either to facilitate their own training sessions and/ or deliver ‘End-User’ CRIS System Management Training. This session also provides an introduction to CRIS Statistical Reports.