DIRECT OBSERVATION COMPETENCY ASSESSMENT FOR
SEROLOGICALTESTING IN BLOOD BANK
This form should be completed by the TRAINER
Date:
Employee Name:
Section: Blood Bank
Please Tick the appropriate box to the right
Task
Satisfactory
UnSatisfactory
Comments
Recipient’s Blood Specimens
Aware of specimens’ acceptance and rejection
criteria
Stores specimens as recommended by the SOP
Maintains positive identification of patient sample
throughout the test steps
Testing of Recipient’s Blood Specimen (Tube Method)
ABO group (Tube Method)
Understands the principle of forward and reverse
grouping
Follows the SOP when performing all test steps
Uses glass test tubes to perform grouping
Prepares 3- 5% RBCs suspension for cell’s ABO
grouping
Uses PBS as diluents to prepare 3- 5% RBCs
suspension
States the centrifugation time needed during the
washing process as instructed by the SOP
States the centrifugation time needed to check for
reaction as instructed by the SOP
Adds one drop of anti-sera to perform cell’s ABO
grouping
Adds two drops from the patient’s serum to perform
serum ABO grouping
resuspends cell buttons gently to examine for
agglutination in the presence of light source (view
box)
Can detect agglutination, hemolysis and mixed field
reaction
Can grade the test agglutination properly
Suggests possible reasons for discrepancies between
forward and reverse grouping
Can suggest/ act to resolve discrepancies between
forward and reverse grouping
Rh (D) Testing (Tube Method)
Task
Satisfactory
UnSatisfactory
Comments
Follows the SOP when performing tube method for
testing Rh (D) type
Refers the patient’s sample to KCBB for further
Training and Competency Assessment Program/ Competency
Effective Date: : 15 November, 2011
Version 1
ULC/TCP/8F
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investigation if the patient’s RBCs show weak
reaction
Antibody Detection Test (Tube Method)
Understands the principle of the test
Uses the tube type and size as recommended by the
SOP
Adds two drops of patient serum to the test tubes
Adds one drop of screening cells to properly labeled
test tubes
Uses autocontrol test tube
Checks for hemolysis and agglutination after
immediate spin
Add two drops of LISS
Incubates the cells, serum and LISS mixture at 37oC
for 15 minutes
Checks for hemolysis and agglutination after
incubation at 37oC
Washes the cells serum mixture three times with PBS
Adds two drops of AHG
Applies the centrifugation time and speed for
different steps as instructed by the SOP
(centrifugation time for washing and for spinning to
check for reaction)
Reads test reaction properly
Grades and reports test result properly
Confirms negative IAT results
Knows the action to be taken when clinically
significant antibodies are detected
Direct Antiglobulin Test (Tube Method)
Can tell the purpose of the test
Washes patient’s RBCs as instructed by the SOP
Uses the tube type and size as recommended by the
SOP
Confirms negative DAT results
Able to interpret the test result properly
Compatibility Testing (Tube Method)
Performs serologic crossmatch as recommended by
the SOP
Checks for hemolysis and agglutination after
immediate spin
Add two drops of LISS
Task
Satisfactory
UnSatisfactory
Comments
Incubates the cells, serum and LISS mixture at 37oC
for 15 minutes
Checks for hemolysis and agglutination after
incubation at 37oC
Washes the cells serum mixture three times with PBS
Adds two drops of AHG
Applies the centrifugation time and speed for
different steps as instructed by the SOP
(centrifugation time for washing and for spinning to
Training and Competency Assessment Program/ Competency
Effective Date: : 15 November, 2011
Version 1
ULC/TCP/8F
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check for reaction)
Reads test reaction properly
Knows how to interpret incompatible crossmatch
Knows the action to be taken in case of incompatible
crossmatch
Testing of Recipient’s Blood Specimen (Gel Method)
ABO group and Rh (D) Testing (Gel Method)
Follows the SOP when performing all test steps
Proper labeling of test tubes and ID- Cards
Inspects the ID- card before starting the test
Explain and demonstrate how to prepare 5% RBCs
suspension for cell’s ABO grouping
Adds the correct volume of cells and serum as per
the SOP
Explain and demonstrate how to add cells and serum
to the microtube
For reverse grouping, technologist incubates red cells
with patient’s serum for 10 minutes at RT before
centrifugation
Explain the importance and the procedure for using
the control microtube
Explain the meaning and the action to be taken if the
control microtube shows positive result
Centrifuge the ABO grouping card for 10 minutes
Can grade the test agglutination properly
Suggests possible reasons for discrepancies between
forward and reverse grouping
Can suggest/ act to resolve discrepancies between
forward and reverse grouping
Explain how to interpret a reaction weaker than 3+
in ABO grouping and D typing
Explain the possible reasons for reactions weaker
than 3+ in ABO grouping and +/- in D typing
Antibody Detection Test (Gel Method)
Understands the principle of the test
Task
Satisfactory
UnSatisfactory
Comments
Inspects the ID- card before starting the test
Explain and demonstrate how to prepare 0.8% red
cells suspension (follow manufacturer instructions)
Adds the correct volume of cells suspension and
serum to the microtubes as per the SOP
Incubates the card at 37oC for 15 minutes
Centrifuge the ABO grouping card for 10 minutes
Reads, grades and reports test result properly
Knows the action to be taken when antibodies are
detected
Direct Antiglobulin Test (Gel Method)
Explain the purpose of the test
Adds the correct volume of cells to the microtube as
per the SOP
Explain and demonstrate how to prepare 0.8% red
Training and Competency Assessment Program/ Competency
Effective Date: : 15 November, 2011
Version 1
ULC/TCP/8F
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cells suspension (follow manufacturer instructions)
Able to interpret the test result properly and suggest
further testing if neededk
Compatibility Testing (Gel Method)
Explain and demonstrate how to prepare 0.8% red
cells suspension (follow manufacturer instructions)
Adds the correct volume of donor cells and patient
serum to the microtubes, as per the SOP
Incubates the card at 37oC for 15 minutes
Centrifuge the card for 10 minutes
Reads, grades and reports test result properly
Knows the action to be taken in case of incompatible
crossmatch
Selection of Donor RBC Unit and Components
Can select the suitable ABO & Rh type of RBCs to
be transfused to the patient
Can select the suitable ABO group of RBCs free
components
Can select the suitable ABO & Rh type of whole
blood or RBC components to be transfused to the
neonates
Can select the suitable ABO & Rh type of RBCs free
components to be transfused to the neonates
Safety
Disposal of waste
NUMBER OF SATISFACTORY TICKS: 59
NUMBER OF UNSATISFACTORY TICKS: 23
SCORE: 72%
SATISFACTORY SCORE ≥ 80%
FOLLOW UP ISSUES IDENTIFIED
 YES
 NO
ACTION TAKEN:
Competency Assessment performed by:
Reviewed and Approved by Technical Manager:
Training and Competency Assessment Program/ Competency
Effective Date: : 15 November, 2011
Version 1
Date:
Date:
ULC/TCP/8F
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