Competency Assessment Documentation

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What is required by CAP when it comes to paperwork/proof for Competency Assessments? I have a form for each user but do I need supporting documentation such as QC records and patient results obtained by each individual operator? I am still new to the role and my predecessor has retired so I have nobody in-house to ask. Thank you so much!

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You do not need to keep a copy of each record in their competency file, but must have something that could trace back to the record. For example, an accession number for a test report or date of QC record reviewed.

Agree with Jonathan's response above. I just document an accession number when possible or a time/date for QC. That way if during the inspection they do ask for any kind of supporting documentation I have information needed to pull it up. Hope this helps. Good luck! I was in your same boat when I was new...it can be a lot to learn on your own if no one is on site to train you. This group or contacts you develop from this group help a ton. Reach out anytime. :)

I agree with Breana and Jonathan too! Always best to have a way to "show the proof" available if needed. I am so happy to see you on here btw!! Hope you are doing well!


I will be at the RALS User group in Westwood, MA Oct. 27th.   I would love for anyone interested in coming to participate.  I will be speaking on The Ins and Outs of Training, Competency, and Educational Requirements during the RALS User Group live training. 

Oct 27, 2022 | Boston, MA | Courtyard Boston Dedham/Westwood, 64 University Avenue, Westwood, MA


See link below to RSVP for any of the RALS User groups this fall.

  https://www.rals.com/us/home/rals-system/resources/rals-user-group-regional.html

Jane-
Will it be possible to watch your presentation remotely?
Thank you,
Shannon Walden

Hi Shannon,
It will not be possible to attend remotely, but Whitehat Communications recorded earlier version of my presentation last April.  Wednesday, April 6, 2022 | 10:00 AM Central | Jane Smith, MS, MT(ASCP), SI, DLM, "The Ins and Outs of Training, Competency and Educational Requirements" | PlayAccess Slides

Please email me if you would like my updated slides that I just completed for the RALS USER GROUPS starting in September.   Jane.Smith@Abbott.com

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Amanda Damery
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