TABLE 2.

Excerpt from pSMILE coordinator training: mentorship evaluation rubric

Criteria for evaluation of coordinator trainee		Does not demonstrate criteria	Adequate demonstration of criteria, but needs improvement	Excellent demonstration of criteria
		1	3	5
1	EQA review	Does not complete EQA review independently following the pSMILE internal SOP. Incorrectly identifies shifts, trends, bias. Incorrectly identifies need for an investigation.	Completes the EQA review independently with few errors or corrections necessary by the mentor.	Completes the EQA review independently, in compliance with pSMILE internal SOPs with no errors or corrections necessary.
2	EQA summary	Does not update EQA summary correctly based on review (e.g., Uses incorrect color-coding, comments are incorrect, missing date reviewed, etc.)	Correctly updates EQA summary based on review. Occasional errors or corrections necessary by the mentor.	Correctly updates EQA summary based on review. No errors or corrections necessary by the mentor.
3	Investigation reports	Does not demonstrate understanding of the investigation process and workflow. Unable to assess whether an investigation is acceptable. Unable to assist laboratory with investigation steps.	Demonstrates understanding of the investigation process and workflow. Able to assess whether an investigation is acceptable with assistance from the mentor. Able to assist laboratory with investigation steps with assistance from the mentor.	Demonstrates understanding of the investigation process and workflow. Able to assess whether an investigation is acceptable without assistance from the mentor. Able to assist laboratory with investigation steps without assistance from the mentor.
4	Email correspondence	Uses incorrect email contact list for laboratory. Does not follow pSMILE template for email format. Does not include appropriate attachments to EQA email.	Requires occasional assistance from mentor to perform the following: uses correct email contact list for laboratory; follows pSMILE template for email format; includes appropriate attachments to EQA email.	Performs the following independently: uses correct email contact list for laboratory; follows pSMILE template for email format;. includes appropriate attachments to EQA email.
5	pSMILE website	Unable to navigate through website. Unable to upload, download or update documents on website.	With occasional assistance is able to navigate website, upload, download, and update documents on website.	Independently is able to navigate website, upload, download, and update documents on website.
6	Laboratory site assessment	Does not demonstrate understanding of GCLP audit report. Unable to distinguish audit findings.	With minimal assistance from mentor, demonstrates understanding of GCLP audit report. Distinguishes audit findings.	Independently reviews and understands GCLP audit report. Distinguishes audit findings.
7	Action plans	Does not develop an action plan from GCLP audit report using the approved template and SOP. Unable to describe audit findings and provide appropriate suggested actions.	Develops an action plan from a GCLP audit report using the approved template and SOP with minimal assistance. Describes audit findings and provides appropriate suggested actions most of the time. Occasionally deviates from the approved format.	Develops an action plan from a GCLP audit report using the approved template and SOP without assistance. Describes audit findings and provides appropriate suggested actions. Does not deviate from the approved format.

AP, action plan; EQA, external quality assessment; pSMILE, Patient Safety Monitoring in International Laboratories; SOP, standard operating procedure.