Pre-placement training and competency framework for Charisma SPD operating-room and procedural-support personnel. Requirements are assigned according to role, procedure type, specialty area, equipment, occupational exposure, and receiving-facility expectations.

• Infection Prevention & Standard Precautions — required before placement.
• Bloodborne Pathogens & Exposure Control — for personnel with occupational exposure; initial training and at least annual retraining under OSHA.
• Hand Hygiene, PPE & Sharps Safety — based on procedural exposure and facility policy.
• HIPAA, Privacy & Confidentiality — Charisma pre-start requirement.
• Patient Rights, Professional Conduct & Incident Reporting — Charisma pre-start requirement plus facility-specific expectations.
• Emergency / Fire Safety — Charisma orientation plus facility emergency codes and procedural-area requirements.
• Hazard Communication / SDS — when chemicals, disinfectants, medications, gases, or other hazardous materials are encountered.

These requirements are assigned only when applicable to the worker’s role, department, equipment, or client.

• BLS / ACLS / PALS — based on role, specialty, and client requirements.
• Laser Safety — when working in areas using surgical lasers.
• OR Fire Safety — including oxidizers, ignition sources, fuels, and fire-response procedures where applicable.
• Electrosurgery / Energy Devices — equipment-specific training where used.
• Surgical Smoke Safety — according to facility controls and equipment.
• Medication / solution handling — only within permitted scope and facility policy.
• Radiation Safety — when assigned to areas using fluoroscopy or other ionizing-radiation equipment.
• Specialty service competencies — orthopedics, robotics, ENT, ophthalmology, neuro, vascular, cardiac, OB/GYN, plastics, urology, or other assigned services.

Online training alone should not be used as the sole evidence of procedural competency. Applicable skills should be validated through documented experience, direct observation, return demonstration, preceptor review, or another facility-approved competency process before independent work.

Competency should match the actual service line, equipment, and duties the worker will perform. A worker cleared for one procedural area should not automatically be treated as competent for another specialty without appropriate verification.

• Department layout, restricted/semi-restricted areas, attire, and traffic patterns.
• Emergency codes, malignant hyperthermia response, fire response, and evacuation procedures as applicable.
• Local count policy, specimen process, medication/solution labeling, and handoff procedures.
• Equipment and device instructions for use.
• Documentation systems, preference cards, supply systems, and escalation pathways.
• Client-specific infection-prevention, quality, and patient-safety requirements.

1. Role identified → Surgical Technologist or designated procedural-support role.
2. Credentials and experience reviewed → matched to the requested specialty and scope.
3. Core training completed → infection prevention, BBP, PPE, confidentiality, safety, and reporting.
4. Specialty requirements assigned → based on unit, procedure type, equipment, and client request.
5. Competencies validated → documented before independent work where required.
6. Facility orientation completed → local policies, emergency response, workflow, systems, and equipment.
7. Ready for Placement → after all applicable items are cleared.