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F-QM-HR-001-A-V0 — Orientation and Training Checklist

Type: Form · Version: V0 · Status: DRAFT — UNAPPROVED · Served read-only from the bundled QMS copies. The Drive master is untouched.

Parent document: LAB-QM-HR-001 — Staff Orientation, Training, and Continuing Education Policy (parent is encoded in the form number)

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Document #	F-QM-HR-001-A-V0	Parent Document	LAB-QM-HR-001 — Staff Orientation, Training, and Continuing Education Policy

1. Orientation Details

Field	Entry
Name of trainee	_______
Position / designation	_______
Employment / engagement type	[ ] Staff [ ] Job Order (new) [ ] Job Order (re-engagement) [ ] Trainee [ ] Volunteer [ ] Locum/Visitor
Start date	_______
Orientation type	[ ] Full initial [ ] Abbreviated (duration-appropriate) [ ] Focused re-orientation
Named preceptor	_______
Preceptor designation	[ ] Chief Medical Technologist / Laboratory Quality Manager [ ] Designated Medical Technologist

2. Prerequisite Verifications

#	Verification	Verified (✔/X)	Evidence / Remarks	Verified by / Date
2.1	Role, appointment/engagement status confirmed (Recruitment Qualification and Appointment Policy)
2.2	Qualifications/credentials verified (diploma, PRC license where applicable — F-QM-HR-004-A-V0)
2.3	Current Position Description provided and reviewed; signed acknowledgment on file (F-QM-HR-003-A-V0)
2.4	Preceptor assigned and named (Section 1 above)

3. Orientation Topics

#	Topic	Date	Trainee Initial	Preceptor Initial
3.1	Welcome and introduction to Laboratory management and co-personnel
3.2	Department structure, section workflow, expected activities
3.3	Own Position Description in detail — duties, responsibilities, reporting lines
3.4	Facility tour (hospital and relevant clinical units)
3.5	Safety policies and programs overview (Laboratory Safety Policy)
3.6	Infection control policies and hand hygiene (Hand Hygiene Policy)
3.7	Continual quality improvement overview (Continual Improvement and Performance Improvement Program Policy)
3.8	Occurrence management and reporting (Occurrence Management Policy)
3.9	Laboratory internal rules and confidentiality agreement signed (Confidentiality Policy)
3.10	Patient test and specimen accessioning / rejection workflow (Specimen Handling Policy)
3.11	Equipment and instrument management overview (Equipment Temperature Monitoring Policy)
3.12	Quality control program overview (Quality Control Policy)
3.13	Section-specific SOPs overview
3.14	Laboratory mathematics and calculations relevant to the role
3.15	Laboratory Information System orientation (Laboratory Information Management Policy)
3.16	Reagent, stock, and inventory management overview
3.17	Employment terms, health surveillance, and immunization requirements (Personnel Records Policy)
3.18	Other (specify): _______

4. Orientation Progress Reviews

Review Point	Date Conducted	Items Complete?	Outstanding Items / Follow-up Arranged	Trainee Initial	Preceptor Initial	CMT/LQM Countersign
30-day review (full initial orientation; <= 30 calendar days from start)		[ ] Yes [ ] No
Completion review (before independent work)		[ ] Yes [ ] No

5. Additional / Remedial Training (if arranged)

Date	Topic / Deficiency Addressed	Delivery Method	Completed (Date/Initials)

6. Acknowledgment and Sign-Off

I acknowledge that the orientation and training topics above were discussed, demonstrated, and understood.

Role	Name	Signature	Date
Trainee
Preceptor
Chief Medical Technologist / Laboratory Quality Manager