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Case Study Summary

  • Click here for full enhanced reporting PDF case study

  • Trust felt it was not getting maximum value from the use of ESR but could not understand where improvements were needed.  An ESR Assessment and health check was conducted which reviewed the current working practices, use of ESR, how ESR is being interfaced with other systems.  The final report detailed over 30 recommendations for action, many of which were quick wins with no requirement for additional resources.  Other recommendations were for specific projects to be commissioned which involved work-structures remapping, development of business intelligence (BI) dashboards and OLM enhancements.  The overall result was an improvement in the way Trust could report on its workforce.  A robust process of monitoring and maintaining training compliance was achieved.
  • Mandatory Training reporting was originally completed using attendance figures from the basic use of OLM.  The project was to introduce enhanced compliance reporting based on staff failing to meet their training needs.  Action was agreed to use local competencies and change working practices.  Part of this work was to define the training requirements for staff by position and understand which courses satisfied the needs.  The results were a full set of compliance reports showing all staff where training was out of date or not undertaken.  This information was summarised for Board, Commissioners and Managers.  The overall result was an increase in the Trust's confidence in being able to increase organisational compliance in the critical areas and meet NHSLA and CQC standards. Work completed in an Acute Hospital  

  • Mandatory Training reporting was reported using attendance figures from the training admin spreadsheets.  The project was to implement OLM and introduce negative reporting based on staff failing to meet their training needs. Requirements also driven by CQUIN and Board reporting requirements. Action was agreed to implement OLM and use local competencies.  Part of this work was to define the training requirements for staff by position and understand which courses satisfied the needs.   The results were a full set of positive and negative reports showing all staff where training was out of date or not undertaken.  A workbook was created to ease the detailed and complex reporting which enabled information to be summarised for Board, Commissioners and Managers.  The overall result was an increase in organisational compliance in the critical areas.   Work completed in a Community Provider organisation.

  • Mandatory training compliance was unclear across the two VPDs that form the total workforce.  Work previously recommended by Change Solutions UK some months previous had been completed which enabled the project to progress at speed.  The requirement defined the need to be able to report at various levels in the organisation and by specific groups (cost centres).  An excel workbook was created to utilise a single report from OLM to enable the presentation of the required information.  Action was taken to tighten the processes supporting the reporting and requirements were defined by staff group/role.   The finished product was a complex workbook that can be operated by the local Trust from a single report taken from OLM.  The reporting was used in an NHSLA review and a summary presented to the Board.  Work completed in an Ambulance Trust.

  • The organisation was failing to achieve the RA5 standard and prioritise the benefits from ESR.  The brief was given to achieve the standard and review/recommend a benefits realisation plan. The plan delivered across the full product which included improved data quality and data processes, organisational alignment with financial establishment, financial ledger and payroll (VPD) split, enhanced reporting in all areas.  Self-service to all staff was deployed and e-learning was delivered.   The outcome was to prepare the organisation for independence and being able maximise the benefits from ESR.  The OLM project delivered the ability to demonstrate compliance across all areas of statutory and mandatory training. Work completed in a Community Provider organisation.
 

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