This version is condensed for publishing on web University of California Irvine Medical Education Simulation Center Policies and Procedures Academic Year 2014‐2015 Author Acknowledgements University of California Irvine Medical Education Center would like to acknowledge the Society of Simulation in Healthcare (SSH) whose template for which this policy manual is loosely based. LEADERSHIP Cameron Ricks Director, Medical Education Simulation Center Keith A. Beaulieu Director of Operations SIMULATION SPECIALISTS Cris Hancek Simulation Specialist John Vicente Simulation Specialist ADMINISTRATIVE SUPPORT Catarina DeCarvalho Administrative Assistant 2 | P a g e Table of Contents 1. GENERAL INFORMATION 1.1 Mission Statement and Core Values 1.2 Governance 1.3 Decision Making Process 1.4 Required Event and Course Acknowledgement 1.5 Simulation Brand Use Policies 1.6 Hours of Operation 1.7 Parking and Parking Reciprocity 1.8 Terminology 1.9 Food and Drink Policy 1.9.1 Failure to Comply 1.10 Computer Usage Policy 1.11 Student Study Space 1.12 Dress Code 1.13 Access to Information 1.14 Illness 1.15 Alcohol and Substance Abuse Policy 1.16 Disability 1.17 Occupational Exposure and Injuries 1.18 Medical Emergencies 2. PERSONNEL 2.1 Policies and Guidelines 2.2 Union Contracts 2.3 Personnel and Human Resource Contacts 2.4 Job Descriptions 2.5 Performance Standards 2.6 Graduation Activities 2.7 Simulation Fellows 2.8 Simulation Residents 2.9 Simulation Elective (615 A) 3. ADMINISTRATION INFORMATION 3.1 Support Staff and Contract Tree 3.2 Overtime Policy 3.3 Organizational Chart 3.4 Hiring and Orientation 3.5 Supervision and Appraisals 3.6 Liaison Committee on Medical Education (LCME) Accreditation 3.7 Maintenance of Certification in Anesthesia (MOCA) 3.8 Web Presence 4. COURSE DIRECTORS AND INSTRUCTORS 4.1 Medical Students 4.2 Nursing Program 4.3 Faculty 4.4 Instructor Training 4.5 Code of Conduct 4.6 Equipment Utilization 3 | P a g e 5. COURSE INFORMATION 5.1 Course Development Policy 5.2 Course Preparation 5.3 Course Registration 5.4 Course Evaluation 5.5 HeartCode© 6. COURSE PARTICIPANTS/LEARNERS 6.1 Code of Conduct 6.2 Cellular Phone Usage 6.3 Dress Code and Other Requirements 6.4 Fiction Contract 6.5 Participant/learner Tardiness 6.6 Evaluations/surveys 7. SCHEDULING 7.1 Approval Process 7.1.1 New Course 7.1.2 Recurring Course 7.2 Scheduling Process 7.2.1 Annual Department Scheduling 7.3 Notification 7.4 Cancellation 7.5 Priority 7.6 Recording of Scheduled Events 7.6.1 General 7.6.2 Photography/video/audio 7.6.3 Research 7.7 Severe Weather Policy 7.8 Utility/electrical Failure 7.9 Parking Permits 7.10 Reserving of Calendar 8. TOURS/DEMONSTRATIONS/OUTREACH 8.1 Tour Request 8.2 Requirements 8.3 Cancellations 8.4 Right to Refuse/terminate 8.5 Parking Permits 9. EQUIPMENT 9.1 Equipment Loan Policy 9.2 Standard Center Equipment 9.3 Budget Source 9.4 Acquisition Policy and Procedures 9.5 Maintenance and Care 9.6 Breakage and Repair 9.7 Off‐site Utilization/In‐situ 10. SUPPLIES 10.1 Budget Source 10.2 Acquisition Policy and Procedures 10.3 Organization 4 | P a g e 10.4 Usage and re‐usage 10.5 Skin Replacement 11. SCENARIO 11.1 Scenario Development 11.2 Scenario Structure 11.3 Authorship 11.4 Audio/visual Storage 11.5 Utilization of Scenarios 11.6 Quality Assurance 11.7 Debriefing 12. OPERATIONS 12.1 Utilization of Simulation Staff 12.2 Start‐up/shut down Process 12.3 Security of Information 12.4 Simulator/task trainer Maintenance 12.5 Course Supplies 12.6 Course Preparation 12.6.1 Medical Student/resident 12.6.2 External Courses/symposiums 12.6.3 Tours/demonstrations/outreach 12.6.4 HeartCode © 12.7 Course Turnover 12.8 After hours/holiday Access 12.9 Student Study Space 13. VIDEO RECORDING AND RELEASE 13.1 Confidentiality 13.2 Forms 13.3 Video Recording Policy 13.4 Video Distribution Policy 13.5 Video Destruction Policy 13.5.1 Digital Video Recording 13.5.2 Handwritten/typed/photocopied Curriculum 13.5.3 Student Rosters 13.5.4 Administrative Documentation 14. FISCAL 14.1 Fee Structure 14.2 Budget 14.3 Required Reporting 14.3.1 Mandatory Monthly Reporting 14.3.2 Mandatory Yearly Reporting 14.4 Annual Budget Reporting Requirements 14.5 Required Academic Year (AY) End Documentation 14.6 Purchase Acquisition Procedure 14.7 Reimbursement Process 14.8 Payroll 15. TRAVEL AND MEETING ATTENDANCE 15.1 Meetings/conferences 15.2 Reimbursement Policy 5 | P a g e 15.3 Covered Expenses 15.4 Un‐allowed Expenses 15.5 Documentation Requirements 15.6 Process 16. RESEARCH 16.1 IRB Policy 16.2 Publication Policy 16.3 Authorship Rules 16.4 Data Collection Responsibility 16.5 Security 16.6 Fee for Use 16.6.1 Funded Research 16.6.2 Unfunded Research 16.6.3 Arriving at a Fee 16.6.4 Exception to Policy 16.7 Industry Research/usability/Beta Testing 16.7.1 Arriving at a Fee 16.7.2 Use of UC Irvine IRB Process 16.8 Research Recordkeeping 17. SAFETY AND SECURITY 17.1 Emergencies 17.1.1 Plans and Procedures 17.1.2 Campus Evacuation/assembly areas 17.1.3 Other Important Numbers 18. CUSTOMER RELATIONS POLICY 18.1 Dispute Resolution 18.1.1 Staff 18.1.2 Staff and Instructor 18.1.3 Staff and Student 18.1.4 Staff and other 18.2 Public Affairs/Communications 18.2.1 Talking to News Media 18.2.2 Information dissemination 18.3 Marketing 18.3.1 Direct Mail 18.3.2 World Wide Web 19. CONTINUING MEDICAL EDUCATION 19.1 Current List of CME Approved Courses 19.2 Recertification Policy 19.3 Fee Structure 19.4 Mandatory Elements and Documentation 20. QUALITY IMPROVEMENT/ASSURANCE 20.1 Curriculum/courses 20.2 Sessions 20.3 External/other 6 | P a g e APPENDICES Appendix 1 Fee Structure A1.1 On‐Campus A1.2 Off‐Campus Appendix 2 Emergency Procedures A2.1 Emergency Procedure Flipchart A2.2 Location of fire alarm/fire extinguisher/hose A2.3 Simulation Center Egress Map A2.4 Hazardous Materials Incidents A2.5 Blood Exposure and Medical Emergencies Appendix 3 Emergency Update Form Appendix 4 Forms A4.1 Confidentiality Form A4.2 Recording Form A4.3 Equipment Loan Request Form A4.4 New Course Form (web) A4.5 New Session Form (web) A4.6 New HeartCode© Form (web) A4.7 Duke Template A4.8 Session Preparation Template A4.8 Staff Meeting Template A4.9 UC Health PowerPoint Template A4.10 Maintenance and Care Worksheet A4.11 New Employee Orientation Sheet A4.12 Job Description Acknowledgement Sheet A4.13 Annual Performance Review A4.14 Employee Feedback Form A4.15 UCI Requisition Form A4.16 Campus Order Form A4.17 Letterhead Template A4.18 Fax Template A4.19 Equipment Loan Log A4.20 Session Sign In A4.21 Instructor/Course Evaluation Appendix 5 Simulation Center Care and Maintenance Appendix 6 Audio Visual Equipment A6.1 Location of Owners Manuals A6.2 Server Room A6.3 Audio/Visual Equipment List A6.4 B‐Line System IP addresses A6.5 Digital Networks Group (DNG) Appendix 7 Procedures A7.1 New Course A7.2 Scheduling A7.3 New Scenario (Existing Course) 7 | P a g e A7.4 HeartCode© Sign up A7.5 Scheduling HeartCode© BLS/ACLS Part 2 A7.6 Scheduling HeartCode© PALS Part 2 & 3 A7.7 HeartCode © Administration: Assigning Individual Assignments A7.8 HeartCode© Card Processing A7.9 Curriculum Development A7.10 Computer hardware/software work order A7.11 Phone work order (OIT) A7.12 Contacting HealthStream© A7.13 Purchasing of Equipment and Supplies A7.14 Financial Requests A7.15 Contacting Laerdal A7.16 A/V Failure Contact Procedure A7.17 Contacting B‐Line Medical Inc. A7.18 Contacting Digital Network Group (DNG) A7.19 Media Relations and Information Requests A7.20 Covered Expenses ‐ Submitting Travel Information after Trip Appendix 8 Simulation Center Equipment Inventory Appendix 9 American Heart Association Program Administration Manual (PAM) current ed. Appendix 10 Job Descriptions A10.1 Medical Director/Associate Medical Director A10.2 Director of Operations A10.3 Simulation Specialists A10.4 Administrative Assistant Appendix 11 Performance Standards A11.1 Simulation Specialist A11.2 Administrative Assistant Appendix 12 Maintenance of Certification in Anesthesia (MOCA) Appendix 13 Medical Education Building, 2nd Floor Plan 8 | P a g e 1. General Information 1.1 Mission Statement and Core Values Mission To provide state‐of‐the‐art health care education and research using simulation technology to promote superior clinical care and patient safety by delivering quality immersive education to healthcare professionals and the community Core Values Accountability Respect Integrity Innovation Service through Teamwork Excellence 1.2 Governance 9 | P a g e Dean, School of Medicine Sr. Assoc. Dean, Educational Affairs Chief Administrative Officer, Medical Education Director, Medical Education Simulation Center Assoc. Director, Medical Education Simulation Center Director of Operations, Medical Education Simulation Center 1.3 Decision‐Making Process This center operates on a hierarchical organizational structure within the Medical Education, School of Medicine. All decisions are made by the director, assoc. director and/or director of operations. Day‐to‐day operations are the responsibility of the director of operations. All scheduling is funneled through the administrative assistant to the director of operations for evaluation. Scheduling conflicts, customer service issues, disagreements with policy or other uncertainties is the responsibility of the director of operations. If such issues cannot be resolved, the issue(s) will be elevated up the chain of command. Decisions regarding equipment purchases and prioritizing projects rests with the directors and director of operations with counsel from the simulation specialists. 1.4 Required Event or Course Acknowledgements The Medical Education Simulation Center will be acknowledged in all photographs, research, abstracts, publications, presentations where the Medical Education Simulation Center had a part. The simulation center shall be acknowledged as “University of California Irvine Medical Education Simulation Center.” Any and all photographs, research, abstracts, publications, presentations, where the Medical Education Simulation Center had a part, will be submitted minimum two (2) months prior to external customer reveal to the Director, Medical Education Simulation Center. This is to ensure that the Medical Education Simulation Center has quality representation and is in the best interest of both the School of Medicine, and the Medical Education Simulation Center. 10 | P a g e
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