New employee Training Checklist 1 of 5

Cooper University Hospital
One Cooper Plaza, Camden, N.J. 08103
Transfusion Medicine Services
New employee Training Checklist
Employee
Trainer
Date
1. Specimen Labeling Requirements and Handling of
mislabeled specimens.
2. Patient History Check - computer and downtime
proc.
3. Rack set-up and Tube labeling 10 x 75 or 12 x 75
4. Preparation of Red Cell suspensions Manual washing
of rbcs, if necessary
5. Reading, Grading and Recording Reactions
Centrifuge for appropriate time
Checks for hemolysis
Use of optical aid (viewing lamp/microscope)
Use of chart for comparing size of button
Correct operation of serofuge
6. Manual Gel Testing
- Inspection/Labeling of Gel card
- Appropriate reagents (0.8%) for gel system
- Operation of MTS Pipettor, Incubator, and Centrifuge
- Reading and grading reactions in gel
- Preparing 0.8% suspensions (for auto control) and
from 3% suspensions for selected panel cells
7. ABO grouping, Rh typing (Du when necessary)
# performed ____ # correct ____
8. Direct Antiglobulin Test - poly, IgG, C3
# performed _____ # correct______
9. Antibody Screen
# performed _____ # correct ______
10. Immediate-Spin & Antiglobulin Gel Crossmatches
# performed _____ # correct _____
11. Antibody Identification - panel
# performed _____# correct ______
12. Antigen Typing - Direct & Indirect (including
controls) # performed _____ # correct _____
13. Prewarm Technique - computer reporting
# performed _____
14. Rosette Test for Fetomaternal Hemorrhage
KB test for positive result - follow-up in BB
# performed ______ # correct ______
15. Saline Replacement for Rouleaux
16. Red Blood Cell Preparation (from whole blood auto)
Labeling and computer (salvage plasma)
Correct use of the centrifuge
17. Blood Component Aliquot Preparation
Dividing neonatal/adult rbc’s # Done ______
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Cooper University Hospital
One Cooper Plaza, Camden, N.J. 08103
Transfusion Medicine Services
New employee Training Checklist
Employee
Trainer
Date
18. Pooling Platelets/Cryoprecipitate
# Done _______
19. Neonatal platelets, volume reducing
# Done _______
20. Thawing Fresh Frozen Plasma Helmer
# Done________
21. Operation of Sterile welder
Inspection of Weld
22. Component modification book
23. Operation of the Irradiator
video, test, and badge
# observed ______ # Done _______
24. Evaluate minimum inventory
25. Acquiring blood and blood products from the
suppliers ARC and CBCNJ how to find codes ??
26. Acquiring “other” products - factors, VZIG etc.
27. Perform confirmation testing on units from outside
suppliers and Cooper donor units
# performed ______ # correct _______
28. pH testing of random donor platelets
29. Shipping (return to supplier) procedure for all
products Appropriate packaging
30. Elutions
# performed _____ # correct ______
31. Cord blood evaluation
# performed _____ # correct _____
a) Distinguish between ABO HDN, HDN due to
anti-D and “Other” HDN
b) Elutions and testing required for each type
32. Pre and Post natal evaluation including issuing RhIG
33. Demonstrate complete understanding of Neonatal
Transfusion Practices, Exchange Transfusion and
special requests for Hematology/Oncology patients.
34. Demonstrate complete understanding of Trauma
Response
Must attend at least 3
a) procedure and computer functions
b) Restock trauma units
c) Emergency release forms
# attended (dates) _______ _______ ______
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Practices/Ch. 2/Training/ch 2, tr, 12/New Employee Training Checklist.doc
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Cooper University Hospital
One Cooper Plaza, Camden, N.J. 08103
Transfusion Medicine Services
New employee Training Checklist
Employee
Trainer
Date
35. Demonstrate complete understanding of Massive
Transfusion Crossmatch Procedure
36. Emergency Release of Blood (form)
37. Selection of Components when ABO Identical
Units are not available (chart)
38. Procedures and paperwork for short and long
term down time.
39. Transfusion Reaction Workup
Appropriate use of form
(nursing and lab requirements)
40. Autologous and Directed donor information
41. Daily Quality Control Procedures (day shift)
42. Specimen Release Documentation procedure
43. Issue blood and blood components
# issued ________
44. Use of Safe-T-Vue for OR Blood
45. Criteria for Reissue of blood and components
46. Cooler Policies/Procedures
Documentation on Cooler Log
47. Storage requirements for all products
What to do if alarms sound
48. When to Quarantine blood and blood product
49. Computer Functions- separate checklist
Satisfactory performance demonstrated _____ (Y/N)
If NO, explanation and documentation is required.
Reviewed ____________________ Date ___________
Technical Specialist
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Cooper University Hospital
One Cooper Plaza, Camden, N.J. 08103
Transfusion Medicine Services
New employee Training Checklist
Performance Standard
Training must be completed and competency attained (satisfactory) prior to starting work in the
Transfusion Service. Training will take place in a sequential fashion so that skills mastered in a
prior procedure are needed and used in subsequent training activities.
Related SOPs
Related SOPs shall be reviewed by the trainee prior to actual performance of the procedure. At
the end of the training period, the new employee shall be given a “quiz” in order to determine
their understanding of the policies and procedures. The “quiz” is open book.
Trainer Responsibility
- directs the employee to the appropriate procedure manuals and reference materials
- ensure that the trainee has the appropriate supplies and reagents
- correctly demonstrate the procedure according to the SOP
- prepares an appropriate number of unknowns - the number is to be based on previous
experience and demonstration of competency
- conveys the performance standard and learning objectives (checklist) to the trainee
- directly observes the trainee’s performance
- suggests remedial action and/or retrains when necessary
- documents training progress
- communicates trainee’s progress with the Technical Specialist
Performance Standard
- ABO-Rh
Minimum of 10 with 100% accuracy
-
Antibody screen
Minimum of 10 with 100% accuracy
-
Antibody identification, basic
may be “dry” exercises
Antibody identification, complex
Antigen typing, direct and indirect
with appropriate controls
Prewarmed technique
Rosette test
Saline Replacement technique
RBCs from WB
Minimum of 8 with 100% accuracy
-
Minimum of 5 with 90% accuracy
Minimum of 3 each with 100% accuracy
Minimum of 2 demonstrations of technique
Minimum of 2 each with 100% accuracy
Minimum of 1 demonstration of technique
Minimum of 1 demonstration of technique
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Cooper University Hospital
One Cooper Plaza, Camden, N.J. 08103
Transfusion Medicine Services
-
Direct Coombs Test
New employee Training Checklist
Minimum of 3 with 100% accuracy
-
Component Preparation
Dividing adult unit/neonatal rbcs
Pooling platelets or Cyroprecipate
Concentrating neonatal platelets
Thawing FFP or Cryo
Minimum of 2 procedures each
-
Elutions - rapid acid
Minimum of 2 procedures
-
Elutions - neonatal
Minimum of 1 procedure
-
Cord blood evaluation
Minimum of 5 procedures
-
Issuing blood/blood products
Minimum of 10 products
-
Irradiation of blood and components
Minimum of 5 procedures
-
Processing outside components
Minimum of 15 units
-
Processing Cooper Autologous blood
(Day shift)
Minimum of 5 units
-
Processing Single Donor Platelets/
Random Donor Platelets
Minimum of 2 units
-
Sterile Welder
Minimum of 2 procedures
100% accuracy required for all of the above procedures.
ISBT 128 Complete competencey assessment with a score >/= 80%
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Practices/Ch. 2/Training/ch 2, tr, 12/New Employee Training Checklist.doc
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