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Within each organisation, there are four basic groups of individuals who will need supporting, with different levels of training required for each. We are continually adding to our remote training resources to enable a rapid roll out of PKB. All current supporting processes/documentation/videos are provided below in this document.

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Organisation Admin

The Organisation Admin is responsible for performing 3 key tasks for all patients within all teams in the organisation.

• Typical number of users: 1 or 2 users per entire organisation

• Typical training time: 2 hours of in-person/virtual and online learning, (including using the test site provided).

• Typical usage time: <5 hours a month

Coordinator

The coordinator is the first person invited to a PKB team, they are key team members and help drive successful use of the system. They ensure the right people are added to the team's PKB site and are responsible for inviting the professionals to the team as well as the patient cohort.

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• Typical number of users: 2 or more users per team

• Typical training time: 2 hours of in-person/virtual and online learning, (including using the test site provided).

• Typical usage time: <1hr a week after initial set up.

Team Professional

The team professional is invited to register on PKB, along with their colleagues in the team, by the coordinator. A team professional automatically has access to all patients sharing with the team, and any patient in the team can message any professional in the team provided they are set as contactable. This mirrors the set up that exists with paper records, where any professional working within the team would be able to pick up and read any patient's file.

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Train the trainer model

PKB provides Faceface-to-Face face (F2F) training for Training training teams and trainers and either F2F or remote training via Skype or Google Meet screen-sharing software for any professional and coordinator users. The training can be delivered to groups or in one-to-one sessions as required.

We estimate that the initial training team/trainer training will take four hours, possibly divided into two-hour sessions over two days, depending on staff availability.

The training team/trainer will be fully trained (using a test site) on using PKB as a patient, professional, and coordinator and will receive tips and ideas on how to train others in PKB use. They will receive full support from a PKB Success project manager throughout their time in this role, including regular meetings and any necessary refresher/top-up training for themselves. The Success project manager will accompany and support the training team/trainer during the their first training sessions they run.

Organisation Administrator training

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All relevant documentation on this role can be found here.

Team Coordinator training

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Many other ways to keep patients updated and informed are listed here.

These include instructions that can be put in the welcome message and resources in the library with instructions.

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