Standard Document
Fourth Edition
Quality Management Systems

CLSI QMS03

Training and Competence Assessment

CLSI QMS03 Ed4 offers a comprehensive approach for developing effective training and competence assessment programs for laboratory personnel to ensure regulatory compliance is met.

This document is exclusively available in an electronic format for your convenience and accessibility.

This reaffirmed document has been reviewed and confirmed as suitable to remain published without revision to content, as of January 2021.

December 30, 2016
Laura McClannan, MS, MT(ASCP)SBB, CQA(ASQ)

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Abstract

Clinical and Laboratory Standards Institute guideline QMS03—Training and Competence Assessment provides the necessary background information and processes to develop training and competence assessment programs that meet regulatory and accreditation requirements and help ensure knowledgeable and competent personnel in all laboratory disciplines. An effective training program sets the expectation that personnel need to learn and apply the laboratory and organization’s processes and procedures. A competence assessment program ensures that personnel continue to perform the learned processes and procedures correctly so that the laboratory’s quality goals and objectives can be achieved. Training and competence assessment programs are important components of a QMS.

Overview of Changes

This guideline replaces the previous edition of the approved guideline, QMS03, published in 2009. Several changes were made in this edition, including: ? Development of a process flow for training and competence assessment ? Expansion of the competence assessment processes ? Addition of examples for test systems for competence assessment ? Information related to potential actions when performance is unacceptable

Scope

QMS03 provides the necessary background information and processes to develop training and competence assessment programs that meet regulatory and accreditation requirements and help ensure knowledgeable and competent personnel in all laboratory disciplines. 

QMS03 is intended for use by: 

- Administrative and technical personnel who develop and deliver laboratory training and competence assessment programs 

- Pathologists and laboratory medical directors

- Regulatory and accreditation organizations 

- Educators 

This guideline is designed primarily for use in medical laboratories; however, the concepts are generic and can be applied in point-of-care testing, as well as research, public health, and veterinary laboratories.

Product Details
QMS03Ed4E
1-56238-803-7
146
Additional Details

This document is available in electronic format only.

Authors
Laura McClannan, MS, MT(ASCP)SBB, CQA(ASQ)
Lucia M. Berte, MA, MT(ASCP)SBB, DLM, CQA(ASQ)CMQ/OE
Maureen E. Ahler, MSQA, MT(ASCP)
Sarah F. Bennett, MT(ASCP)
Loralee Coe
Elizabeth A. Glaister
Catherine M. Johnson, MA, MT(ASCP)
Barbara Litsenberger, MEd, MT(ASCP)SBB
Karen H. Walsh, MS, MT(ASCP), CPHQ, CLSSMBB
Richard Warren, MHA, MT(ASCP)SH, DLM
Janette Wassung
Abstract

Clinical and Laboratory Standards Institute guideline QMS03—Training and Competence Assessment provides the necessary background information and processes to develop training and competence assessment programs that meet regulatory and accreditation requirements and help ensure knowledgeable and competent personnel in all laboratory disciplines. An effective training program sets the expectation that personnel need to learn and apply the laboratory and organization’s processes and procedures. A competence assessment program ensures that personnel continue to perform the learned processes and procedures correctly so that the laboratory’s quality goals and objectives can be achieved. Training and competence assessment programs are important components of a QMS.

Overview of Changes

This guideline replaces the previous edition of the approved guideline, QMS03, published in 2009. Several changes were made in this edition, including: ? Development of a process flow for training and competence assessment ? Expansion of the competence assessment processes ? Addition of examples for test systems for competence assessment ? Information related to potential actions when performance is unacceptable

Scope

QMS03 provides the necessary background information and processes to develop training and competence assessment programs that meet regulatory and accreditation requirements and help ensure knowledgeable and competent personnel in all laboratory disciplines. 

QMS03 is intended for use by: 

- Administrative and technical personnel who develop and deliver laboratory training and competence assessment programs 

- Pathologists and laboratory medical directors

- Regulatory and accreditation organizations 

- Educators 

This guideline is designed primarily for use in medical laboratories; however, the concepts are generic and can be applied in point-of-care testing, as well as research, public health, and veterinary laboratories.

Additional Details

This document is available in electronic format only.

Authors
Laura McClannan, MS, MT(ASCP)SBB, CQA(ASQ)
Lucia M. Berte, MA, MT(ASCP)SBB, DLM, CQA(ASQ)CMQ/OE
Maureen E. Ahler, MSQA, MT(ASCP)
Sarah F. Bennett, MT(ASCP)
Loralee Coe
Elizabeth A. Glaister
Catherine M. Johnson, MA, MT(ASCP)
Barbara Litsenberger, MEd, MT(ASCP)SBB
Karen H. Walsh, MS, MT(ASCP), CPHQ, CLSSMBB
Richard Warren, MHA, MT(ASCP)SH, DLM
Janette Wassung