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Preface What is the Competency Companion? Why assess ...

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(EU) guide to GMP refers to continuing training. In <strong>the</strong> United States,<br />

competency <strong>assess</strong>ment <strong>is</strong> required by several agencies and regulations, including<br />

<strong>the</strong> Clinical Laboratory Improvement Amendments of 1988 (CLIA ’88), <strong>the</strong> Food<br />

and Drug Admin<strong>is</strong>tration (FDA), and <strong>the</strong> Health Care Financing Admin<strong>is</strong>tration<br />

(HCFA).<br />

Currently <strong>the</strong>re <strong>is</strong> no regulatory requirement for competency <strong>assess</strong>ment in<br />

transfusion service laboratories in Canada. However, both CSA Standard Z902-<br />

04 and CSTM Standards for Hospital Transfusion Services have personnel<br />

requirements that include training, competency <strong>assess</strong>ment, and records.<br />

Facilities must identify training needs and develop training programs, including<br />

initial and ongoing training; develop, maintain, and document formal<br />

competency <strong>assess</strong>ment programs; <strong>assess</strong> competency following training and at<br />

regular intervals <strong>the</strong>reafter; <strong>assess</strong> effectiveness of training programs at least<br />

annually; implement SOPs and important changes only after staff training <strong>is</strong><br />

complete; maintain documentation of qualifications, training, competency<br />

<strong>assess</strong>ments, continued competence; and implement remedial measures to<br />

correct inadequate performance.<br />

Although CSA Standards are norms of behaviour and best practice, not<br />

regulations, Health Canada encourages health organizations to follow <strong>the</strong><br />

practices and procedures in <strong>the</strong> CSA Standards as <strong>the</strong>y represent <strong>the</strong> current<br />

industry standard for safety. Health Canada will use <strong>the</strong> CSA Standards as one of<br />

several tools employed to develop new federal regulations for blood and blood<br />

components.<br />

The TraQ program recommends that <strong>assess</strong>ment of competency be done upon <strong>the</strong><br />

completion of orientation, annually, and as required for performance<br />

management of technolog<strong>is</strong>ts who rotate or work in <strong>the</strong> transfusion medicine<br />

area of <strong>the</strong> laboratory.<br />

<strong>Competency</strong> programs should evaluate <strong>the</strong>oretical and practical knowledge of<br />

procedures that include, but are not limited to:<br />

• testing of proficiency samples;<br />

• review of work records and/or Quality Control (QC)/Quality Assurance<br />

(QA) records;<br />

• written evaluation; and<br />

• direct observation of test procedures.<br />

How to implement <strong>the</strong> <strong>Competency</strong> <strong>Companion</strong><br />

<strong>Competency</strong> <strong>assess</strong>ment <strong>is</strong> a process that takes large parcels of time to implement<br />

and ongoing resources to maintain. Organizational and time management skills<br />

are paramount in successful implementation.<br />

<strong>Competency</strong> <strong>Companion</strong> to <strong>the</strong> Technical Resource Manual for Hospital<br />

Transfusion Services<br />

Introduction<br />

Page ii of iv

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