ID	S28
Version	1.5.8
Type	Overarching Standard
Status	Effective
Effective Date	Nov 28, 2025
Contracting Vehicle(s)	GP IT Futures Tech Innovation DFOCVC

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 proportionate, 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 any remaining Further Requirements in the Overarching Standard as applicable to the Contracting Vehicle within a period of 12 months.

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
GP IT Futures Tech Innovation DFOCVC	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: Face to face Classroom E-learning One to one Coaching Remote training and webinars Provision of online videos and supporting materials	MUST	Yes	Full Assessment Supporting evidence to include: Completed Training Exemption Template. Justification and any associated risk of not delivering training.	Self-certification with Supporting Evidence Supporting evidence to include: Completed Training Exemption Template. Justification and any associated risk of not delivering training.	Self-certification with Supporting Evidence Supporting evidence to include: If applicable, completed Training Exemption Template. Justification and any associated risk of not delivering training.
Compliance
GP IT Futures Tech Innovation DFOCVC	TR-2.1	Information Governance Standard Compliance The Supplier shall comply with the Information Governance Standard: When handling personal identifiable data relating to the customer's users (trainees), e.g. learning needs analysis, accessing training records, etc. Personal identifiable data (other than relating to the customer’s users (trainees)) will not be used for training purposes. The Supplier will only use synthetic or dummy data i.e. fictitious, non-personal data, which cannot directly or indirectly identify any Patients/Service Users	MUST	Yes	Full Assessment Supporting evidence to include: Completed Compliance section of the agreed Training Plan (see TR-3.1).	Self-certification with Supporting Evidence Supporting evidence to include: Completed Compliance section of the agreed Training Plan (see TR-3.1).	Self-certification with Supporting Evidence Supporting evidence to include: Completed Compliance section of the agreed Training Plan (see TR-3.1).
GP IT Futures Tech Innovation DFOCVC	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: Completed Purpose and Scope section of the agreed Training Plan (see TR-3.1).	Self-certification with Supporting Evidence Supporting evidence to include: Completed Purpose and Scope section of the agreed Training Plan (see TR-3.1).	Self-certification with Supporting Evidence Supporting evidence to include: Completed Purpose and Scope section of the agreed Training Plan (see TR-3.1).
Training Plan
GP IT Futures Tech Innovation DFOCVC	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: Completed Supplier Training Plan template. Explanation of how the training approach is proportionate to the training provided.	Self-certification with Supporting Evidence Supporting evidence to include: Completed Supplier Training Plan template.	Self-certification with Supporting Evidence Supporting evidence to include: Completed Supplier Training Plan template.
Training Materials and Design
GP IT Futures Tech Innovation DFOCVC	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: Completed Training Design, Delivery and Methods section of the agreed Training Plan (see TR-3.1). Additional supporting evidence could include: Samples of current materials including all media types. List of resources. Lesson plans. Training manuals. User guides. Quick reference guides. Evaluation and assessment materials. Trainer notes and guidance. E-learning courses. Videos. Online resources & online help.	Self-certification with Supporting Evidence Supporting evidence to include: Completed Training Design, Delivery and Methods section of the agreed Training Plan (see TR-3.1).	Self-certification with Supporting Evidence Supporting evidence to include: Completed Training Design, Delivery and Methods section of the agreed Training Plan (see TR-3.1).
GP IT Futures Tech Innovation DFOCVC	TR-6.4	Training Resources - Sample review The Authority can review a sample of training materials and provide feedback to the Supplier for action if required.	must	Yes	Self-certification Ongoing compliance: Provide samples of updated training materials.	Self-certification Ongoing compliance: Provide samples of updated training materials.	Self-certification Ongoing compliance: Provide samples of updated training materials.
Training Personnel
GP IT Futures Tech Innovation DFOCVC	TR-8.1	Training Personnel - Skills, experience and knowledge The Supplier shall ensure that its training personnel have: Skills and experience in training design and delivery. This includes in-person training, remote and virtual training delivery and content design Training qualifications Up-to-date and detailed knowledge of the systems and Capabilities on which they train NHS and care setting knowledge The Supplier will: Provide records of trainer qualifications and experience if requested by The Authority Carry out learner evaluations which includes gathering feedback on trainer performance, knowledge and skills Provide evidence of trainer competency and knowledge in training delivery, product and care setting	MUST	Yes	Full Assessment Supporting evidence to include: Examples of trainer qualifications, observation reports, development and action plans. Evaluation reports which include KPIs identified in the Key Performance Indicator section of the agreed Training Plan (see TR-3.1). Examples of learner evaluations and other feedback, e.g. praise/complaints, helpdesk reports.	Self-certification with Supporting Evidence Supporting evidence to include: Examples of trainer qualifications, observation reports, development and action plans. Evaluation reports which include KPIs identified in the Key Performance Indicator section of the agreed Training Plan (see TR-3.1). Examples of learner evaluations and other feedback, e.g. praise/complaints, helpdesk reports.	Self-certification with Supporting Evidence Supporting evidence to include: Examples of trainer qualifications, observation reports, development and action plans. Evaluation reports which include KPIs identified in the Key Performance Indicator section of the agreed Training Plan (see TR-3.1). Examples of learner evaluations and other feedback, e.g. praise/complaints, helpdesk reports.
GP IT Futures Tech Innovation DFOCVC	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: Negative End User feedback The Authority observation forms Local Organisation/End User complaint	MUST	No	Self-certification	Self-certification	Self-certification
Training Environments
GP IT Futures Tech Innovation DFOCVC	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: Completed Training Environment section of the agreed Training Plan (see TR-3.1) that covers all aspects listed within the Requirement. Justification for why the Requirement will not be met in the agreed Training Plan (see TR-3.1).	Self-certification with Supporting Evidence Supporting evidence to include one of the following: Completed Training Environment section of the agreed Training Plan (see TR-3.1) that covers all aspects listed within the Requirement. Justification for why the Requirement will not be met in the agreed Training Plan (see TR-3.1).	Self-certification with Supporting Evidence Supporting evidence to include one of the following: Completed Training Environment section of the agreed Training Plan (see TR-3.1) that covers all aspects listed within the Requirement. Justification for why the Requirement will not be met in the agreed Training Plan (see TR-3.1).
Evaluation and Assessment
GP IT Futures Tech Innovation DFOCVC	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: Document assessment methods and tools in the agreed Training Plan Provide results of evaluation and assessment to The Authority/Local Organisation as described in the reporting section of the agreed Training Plan Carry out evaluation reporting. (All learners are assessed as being competent to use the required functionality at the end of the training or have an action plan to address any additional training needs within 2 weeks to ensure that the End Users they train are safe to use the system or Capability)	MUST	No	Full Assessment Supporting evidence to include: Completed Assessment section of the agreed Training Plan (see TR-3.1). Ongoing compliance: Assessment results and reports to be provided at the agreed frequency. If required, provide remedial action plans.	Self-certification with Supporting Evidence Supporting evidence to include: Completed Assessment section of the agreed Training Plan (see TR-3.1). Ongoing compliance: Assessment results and reports to be provided at the agreed frequency. If required, provide remedial action plans.	Self-certification with Supporting Evidence Supporting evidence to include: Completed Assessment section of the agreed Training Plan (see TR-3.1). Ongoing compliance: Assessment results and reports to be provided at the agreed frequency If required, provide remedial action plans.
GP IT Futures Tech Innovation DFOCVC	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
GP IT Futures Tech Innovation DFOCVC	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