Overarching Issues

Competing LegislationLegal requirement for mandatory QA of professional

membership vs. personal privacy protection legislation

Know (or develop) your policy on these matters:

What registrant data will the College need to see to assure compliance?

What registrant data will be accessible only to the registrant and NOT the College?

What about a record of completion, only?What about aggregated data?

Fit With Existing IT and WebsiteRegistrant/Member

databaseA bridge required to

registrant data base, what data will be passed (minimum), initial import, frequency of updates?

Password protected area on websiteSingle log on for users

Fit with existing QA/CPD processesIf it can be described it

can be automatedA generic solution will

not doBad news: in all cases a

custom build is required but...

Good news: across professions there are common elements to the QA/CPD process

Common elements of QA/CPS Processes

Registrant:

Reflective practiceAssessment/Self

AssessmentPlan learningRecord learning

activityE-portfolio

3 user profiles: Registrant, Assessor and Administrator

Common elements of QA/CPS Processes

Assessor/Auditor:

SampleAssess against

criteriaReport outcomes

3 user profiles: Registrant, Assessor and Administrator

Common elements of QA/CPS Processes

Administrator:

Monitor ReportRemindPlan process

development

3 user profiles: Registrant, Assessor and Administrator

Reflective Practice (P)

Scope of practice (automated checklists)

Practice environment (automated checklists

Emerging technology for the profession (pre-populate)

Emerging issues for the profession (flagged by administrator across all registrants)

Personal profile (uploads to an e-portfolio):

Automation is typically wizards for recording information RE:

• Current job role

• Performance review(s)

• Prior education, certifications

• Further education

• References

• Presentations

• Articles

Assessment/Self Assessment (P)

Self assessment against professional standards (rating scale, feedback on aggregated data)

3rd party (peer, co-worker) assessment against professional standards Objective test of professional knowledge, case studies (on line quizzing,

scrambled, timer, etc.), can pre-populate learning plan.

Automation is typically:

Learning Plan (A)

Learning GoalRationale for this GoalResources for the Goal (can be

live link to learning material)Planned activityAnticipated outcomeAnticipated completion dateEvaluation of Learning goal

Auto populated but registrant can add delete using typically a wizard to record:

Record of Learning Activity (A)Automation is typically a wizard:

Audit/Assess• Auto generate random

sample• Auto inform selected

registrants• Assign assessor (admin)• Assessor does on line

review against online criteria• Reports online to

Administrator• Administrator informs

registrant

Administrator

Administration and monitoring; add delete record

Run Reports; completed not completed, item discriminators

Remind (can be automated) 30 days left before end of CPD complete period

Review aggregate data; plan process development

Annual enhancements to process; revised standards, revised test of knowledge

 Needs administrative functionality for:

Benefits

Relational database, powerful reporting, data mining

Accessible archiveManageable system that

enhances complianceAnnual costs of compliance

are reducedEase of use for registrantsAuditable records