Training
- Imran Majid (Deactivated)
- Chloe Gibson
- Linley Wareham
ID | S28 |
|---|---|
Version | 1.5.5 |
Type | Overarching Standard |
Status | Effective |
Effective Date | Jul 3, 2025 |
Contracting Vehicle(s) |
Introduction
Defines the training activities and collateral expected from Suppliers to support the buyers and users of their Solutions.
The Training Standard shall apply to all Suppliers delivering training services to assure The Authority and Local Organisations that End Users are trained to use a Solution in a safe and effective manner, so that Patient safety and confidentiality is not compromised.
Training includes, but is not limited to, the following delivery methods: face to face, classroom, e-learning, one to one, coaching, remote training and webinars, provision of online videos and supporting materials.
The Supplier shall:
Provide a training service that covers the following types of deployments or training classifications:
Practices migrating from one Solution to another
New Capabilities or functionality
New system or Solution
Upgrade training
Refresher training
Train the Trainer
Provide training services in such a way so as to ensure that General Practitioners, Receptionists, Practice nurses and all associated Practice staff will be able to use service(s) in compliance with the British Medical Association, Royal College of General Practitioners and Department of Health: ‘Good Practice Guidelines for GP electronic patient records’
Describe the full range of training services they intend to provide. The Authority recognises that the training services offered will depend on:
The scale (for example, the number and role of End Users, number of locations and geographical spread)
Complexity (for example, number of Capabilities provided, interoperability between systems, deploying a new Solution versus upgrading an existing Solution)
Impact on End Users (for example, usability of Solutions)
Impact on Patient safety
Confirm that all the training activities have been completed successfully to deliver the service(s) at each location to enable the End User to make effective use of a Solution
Ensure that those of its personnel who fulfil the Supplier's obligations under the Agreement are suitably skilled and experienced
For good practice guidance, please refer to NHS England’s Education and Training Standards
As part of the onboarding process, the Supplier will provide a Training Plan which describes their overall approach to training and will be maintained throughout the lifetime of the agreement.
Baseline Assurance Standard Requirements
The Baseline Assurance Standard (BAS) provides a quicker risk-based assurance approach for Solutions; balancing safety against efficiency by combining a minimum set of essential Requirements from the DSIC Overarching Standards. Completing the BAS is the first step to achieving full assurance with the Overarching Standards allowing Supplier Solutions to be published on the Buying Catalogue. Upon meeting this Standard, Solutions are required to meet all the remaining Overarching Standards subject to the timelines laid out by the Authority.
All Baseline Assurance Requirements can be found here. Each Solution will be assigned a category of A, B or C that determines the level of assurance applied to that Solution. See the relevant category column to understand the assurance required for each Requirement. For information on Solution Categories see Solution Categories for Assurance in DSIC.
The following table of Requirements are the Requirements in the Baseline Assurance Standard related to the Training Standard.
Some smaller Solutions can be relatively intuitive and don’t require much guidance to use. In these circumstances, the Authority may agree that the Solution does not require a full training service and Suppliers can instead provide ‘Self-directed’ training materials that support users when required.
When this has been agreed, Suppliers will respond with evidence to those requirements where the Self-directed column is “Yes”. For requirements where the Self-directed column is “No”, no evidence is required.
Applicable Contracting Vehicle(s) | ID | Requirement | Level | Self-directed | Category A | Category B | Category C |
|---|---|---|---|---|---|---|---|
Training Exemption | |||||||
All | TR-1.1 | Training Exemption - Template If the Supplier does not intend to deliver training, they will complete the Supplier Training Exemption template justifying why. The exemption will be reviewed and approved by The Authority. Training includes, but is not limited to, the following delivery methods:
| MUST | Yes | Full Assessment Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
|
Compliance | |||||||
All | TR-2.1 | Information Governance Standard Compliance The Supplier shall comply with the Information Governance Standard:
| MUST | Yes | Full Assessment Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
|
All | TR-2.2 | Supplier Accountability & Responsibility Regardless of whether it is the Supplier itself or their sub-contractor providing all or elements of the training services outlined, the Supplier shall maintain accountability and responsibility for the deliverables and training delivery. If the Supplier is intending to use sub-contractors, they will confirm compliance or intended compliance to this requirement in the agreed Training Plan. | MUST | Yes | Full Assessment Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
|
Training Plan | |||||||
All | TR-3.1 | Training Plan - Training approach The Supplier shall provide a documented Training Plan which details their approach to training for all Capabilities being supplied, using the template provided by The Authority. It must include all the information contained in the template. The Training Plan will be agreed with The Authority. | MUST | Yes | Full Assessment Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
|
Training Materials and Design | |||||||
All | TR-6.1 | Training Materials - Delivery The Supplier shall deliver a complete set of relevant training materials to the Local Organisation/End Users, for each Capability. These shall be reviewed and agreed by the Local Organisation/End Users as fit for purpose. They shall be provided at an agreed timescale, prior to the delivery of training and be version controlled. The materials and delivery methods will comply with relevant legislation, for example, The Equality Act 2010, Copyright, Data Protection Act 2018, UK General Data Protection Regulation and Health and Safety at Work Act. The Supplier shall document their intended methods and approach in the agreed Training Plan. | MUST | Yes | Full Assessment Supporting evidence to include:
Additional supporting evidence could include:
| Self-certification with Supporting Evidence Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
|
All | TR-6.4 | Training Resources - Sample review | must | Yes | Self-certification Ongoing compliance:
| Self-certification Ongoing compliance:
| Self-certification Ongoing compliance:
|
Training Personnel | |||||||
All | TR-8.1 | Training Personnel - Skills, experience and knowledge The Supplier shall ensure that its training personnel have:
The Supplier will:
| MUST | Yes | Full Assessment Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
|
All | TR-8.3 | Training Personnel Issues When issues on the Supplier’s trainers’ delivery and knowledge are identified and agreed to be inadequate, the Supplier will provide additional training, if required, at no cost. The Supplier will provide additional training if required based on:
| MUST | No | Self-certification
| Self-certification | Self-certification |
Training Environments | |||||||
All | TR-9.1 | Training Environment - Provision The Supplier shall provide a training environment which mirrors the live system and uses dummy data. The training environment shall be in place before the training commences. The Supplier will confirm compliance or intended compliance to this requirement. The Supplier will provide details of the training environment with realistic data sets which meet information governance requirements and details of how the training environment is refreshed, reset and maintained in the agreed Training Plan. | MUST | No | Full Assessment Supporting evidence to include one of the following:
| Self-certification with Supporting Evidence Supporting evidence to include one of the following:
| Self-certification with Supporting Evidence Supporting evidence to include one of the following:
|
Evaluation and Assessment | |||||||
All | TR-12.1 | Evaluation and Assessment - Learner Competency Assessments The Supplier shall carry out learner competency assessments to determine whether users are able to use the required system or Capability correctly. The Supplier will:
| MUST | No | Full Assessment Supporting evidence to include:
Ongoing compliance:
| Self-certification with Supporting Evidence Supporting evidence to include:
Ongoing compliance:
| Self-certification with Supporting Evidence Supporting evidence to include:
Ongoing compliance:
|
All | TR-12.3 | Evaluation and Assessment - Authority Sample Surveys The Supplier will take action to remedy any issues identified from sample surveys on End User competency and satisfaction carried out by The Authority. | MUST | Yes | Self-certification
| Self-certification | Self-certification |
All | TR-12.4 | Evaluation and Assessment - Additional training and support The Supplier shall provide additional training and/or support where issues are identified through the evaluation and assessment process. For example, where negative feedback has been received, Go-Live has been delayed or the learners don't reach the required level of competency. | MUST | Yes | Self-certification
| Self-certification | Self-certification |
Further Requirements
Suppliers must complete assurance for these Requirements in addition to Requirements in the Baseline Assurance Standard in order to achieve full compliance with the Training Standard. Suppliers can complete these at the same time as requirements within the Baseline Assurance Standard or following the publication on the Buying Catalogue subject to meeting the timelines laid out by the Authority.
Applicable Contracting Vehicle(s) | ID | Requirement | Level | Self-Directed | Category A | Category B | Category C |
|---|---|---|---|---|---|---|---|
Training Plan | |||||||
All | TR-3.2 | Training Plan - Training approach updates If the Supplier subsequently makes changes to their training approach and/or provides new Capabilities, they shall update the agreed Training Plan with The Authority. | MUST | Yes | Full Assessment Ongoing compliance:
| Self-certification with Supporting Evidence Ongoing compliance:
| Self-certification with Supporting Evidence Ongoing compliance:
|
| TR-3.4 | Local Training Delivery This requirement only applies to Foundation Suppliers. A documented Local Training Plan defining the training approach will be agreed and signed off with the Local Organisation 6-8 weeks before training commences. The Local Training Plan will describe, as a minimum:
The Local Organisation/End Users will agree and sign off the Local Training Plan as meeting its stated outcomes with the Supplier, following the training. | MUST | No | Full Assessment Supporting evidence to include:
| N/A | N/A |
Learning Needs Analysis (LNA) | |||||||
All | TR-4.1 | Learning Needs Analysis (LNA) - Completion The Supplier shall carry out a Learning Needs Analysis (LNA) for all End Users to be trained, or when agreed with the Local Organisation or End User, provide them with adequate tools and information to carry it out themselves. The LNA will identify the training needed to meet the skills and knowledge requirements for each group of learners. The Supplier will include a description of LNA tools, methods and outputs in the agreed Training Plan. | MUST | No | Full Assessment Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
|
Training Materials and Design | |||||||
All | TR-6.2 | Training Materials - Customisation The Supplier will include details of how training materials could be made customisable in the agreed Training Plan. | may | No | Full Assessment Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
|
All | TR-6.3 | Training Materials - Organised and referenced Where possible, training materials, including digital learning materials, will be organised and referenced in order for them to be easily searchable by End Users using key words for specific tasks, which can be accessed via the live system through context sensitive help. The Supplier will describe how they intend to meet this requirement, if applicable, in the agreed Training Plan. | may | No | Full Assessment Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
|
Training Delivery | |||||||
All | TR-7.1 | Training Delivery - Description The Supplier will describe how the training is delivered/expected to be delivered for each Capability. The Supplier will outline the delivery methods and rationale for their choice of methods in the agreed Training Plan. | MUST | Yes | Full Assessment Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
|
All | TR-7.3 | Training Delivery - Adaptability The training delivered will be adapted to take into account new/local business processes where applicable. The Supplier shall confirm compliance or intended compliance to this requirement which will be documented in the agreed Training Plan. | MUST | No | Full Assessment Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
| Self-certification with Supporting Evidence Supporting evidence to include:
|
Training Personnel | |||||||
All | TR-8.2 | Training Personnel - Sample Observations by The Authority The Authority may carry out sample observation of training sessions and provide feedback to the Supplier, using The Authority Trainer Observation Form. In response, the Supplier must provide an action plan (TR-12.2). | MUST | No | Self-certification
| Self-certification
| Self-certification
|
Pilot Training | |||||||
All | TR-10.2 | New Capability - Training Delivery and Materials The Supplier shall carry out a pilot of the training delivery and materials before implementing any new Capability with representatives from End Users and (NHS) trainers. The Supplier will evaluate this pilot, make improvements and repeat where necessary. The Supplier will provide:
| MUST | No | Self-certification | Self-certification | Self-certification |
Training to support Practice Switching | |||||||
All | TR-11.1 | Training to support Practice Switching - Training and Refresher Training The Supplier shall deliver training to the Local Organisation/End Users at an agreed timescale prior to the planned Go-Live date. If the Go-Live date is postponed for any reason, refresher training (to a scope agreed by the Local Organisation/End User) will be provided. The Supplier will provide:
| MUST | No | Self-certification
| Self-certification
| Self-certification
|
All | TR-11.2 | Training to support Practice Switching - Go-Live training support On the day and the day following Business Go-Live, Supplier staff shall support the Local Organisation/End Users in its use of the system. The Local Organisation/End User shall be able to call on subsequent support for additional days during the calendar month following Business Go-Live. The number of staff provided, and the length of the support, shall be specified as part the Supplier’s response to the Data Migration Standard. For Foundation Suppliers, the Supplier will provide on-site Business Go-Live support unless specifically agreed otherwise with the Practice and documented in their Local Training Plan. | MUST | No | Self-certification Self-certification description to include:
| Self-certification Self-certification description to include:
| Self-certification |