CBT Assessor Responsibilities

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Learning & Development

Trainer

Supervisor

Learner

Click the button over each role to learn more.

Assessor Responsibilities

• Prepare before assessing
• Read the written and performance assessments
• Note any updates needed
• Discuss with the other Assessors if you have any questions.
• Determine what is needed for the performance assessment.
• Assessments may require certain processes to be running or materials to be available.
• Schedule assessment with the learners supervisor

• Administer Assessments
• Watch the learner perform the task and fill out the performance assessment checklist as each step is performed.
• Step in and stop the assessment if a safety, quality, or regulatory compliance issue occurs.
• Send the learner the written assessment quiz in Veeva or proctor the written assessment on paper.

• Upload completed assessment documentation in Veeva

• If applicable - Determine what the learner needs more training on before attempting the assessment again.

Assessor Responsibilities to the Learner

• Communicate
• Inform the supervisor when assessment is complete for the learner.
• Let them know if the learner passed or needs retraining.

• Consult

• If the learner fails the assessment twice, consult with the Supervisor and Trainer on next steps.
• This could be additional retraining, accommodations, or disqualifying the learner from that competency.

Assessor Responsibilities to the Supervisor

• Communicate
• Let the Trainer know if the learner did not pass the assessment so they can schedule retraining.
• You can find a list of Trainers in the L drive : CBT Contact Lists folder.

• Consult
• If the learner fails the assessment once, communicate to the Trainer exactaly why they were not successful.
• What step(s) did the learner skip or perform incorrectly?
• Which questions did the learner select incorrect answers to?
• If you had to stop the assessment, when and why?
• If the learner fails the assessment twice, consult with the Supervisor and Trainer on next steps.
• This could be additional retraining, accommodations, or disqualifying the learner from that competency.

• Note : You can act as both the Trainer and Assessor if you are qualified in both roles.

Assessor Responsibilities to the Trainer

• Notify list-L&D@tolmar.com when CBT assessment materials need to be updated.

• Notify list-L&D@tolmar.com when you have ideas on how to improve competency based training or assessment materials.

• The materials will be placed in the L:Training Materials /Working folder to allow you to make the identified updates.
• If you identify an update, you will change the document and approve the revision as the technical reviewer.
• Each updated CBT document requires three approval signatures : L&D, Technical, and Management.

Assessor Responsibilities to Learning & Development