Initial, six months, and annual competencies- CAP regulations -Nonwaived testing

PT would probably be your best option but could use a patient as a blind sample and compare to results obtained by a different operator already deemed "competent" or compare back to lab analyzer results.

Do they just oversee training and competency? If so, they only need performance assessment as a technical consultant. Competency assessment is for testing personnel. Attaching what we use at my hospital.

Supervisor Performance Assessment.docx

They only train and follow up on the competencies. Do not perform testing 

Here is the CAP Requirement: 

Key takeaway: make sure the staff are delegated. Make sure lab policy indicates how Technical Consultants are assessed, make sure you are following policy.


GEN.55525
Performance Assessment of Supervisors/Consultants
The performance of section directors/technical supervisors, general supervisors, technical consultants, and clinical consultants is assessed and satisfactory.

Note:All responsibilities of section directors/technical supervisors, technical consultants, general supervisors, and clinical consultants must be delegated in writing.   
The frequency for assessments must be defined in laboratory policy and be appropriate to the size, test menu, and complexity of the facility. The assessment may take the form of a checklist or other record of performance of responsibilities, as defined by the individual's job description. Unsatisfactory performance must be addressed in a corrective action plan.   If assessment of these individuals is not performed or there are inadequate or inconsistent records, a deficiency should also be cited for DRA.11425 (Director Responsibility - Delegation of Functions) in the Director Assessment Checklist. If the individuals in these roles are also performing nonwaived testing, competency assessment requirements for testing personnel (GEN.55500) also apply, including all six elements of competency at the required frequencies.

Evidence of Compliance:   
      
   *  Job descriptions that list regulatory responsibilities AND   
   *  Records of performance assessment

You actually don't NEED to do all of the things in the file I posted above. I am in NY though, and we have more requirements.