Pre-placement training and competency framework for Charisma SPD sterile processing personnel. Requirements are assigned according to job scope, device type, equipment, chemical exposure, and the receiving facility’s policies and manufacturer instructions for use.

• Infection Prevention & Standard Precautions — required before placement.
• Bloodborne Pathogens & Exposure Control — required for personnel with occupational exposure; initial training and at least annual retraining under OSHA.
• PPE, Sharps Safety & Exposure Reporting — based on occupational exposure.
• Hand Hygiene — required before placement and reinforced by facility policy.
• Hazard Communication / SDS — required when handling cleaning agents, disinfectants, sterilants, enzymatic products, or other hazardous chemicals.
• HIPAA, Confidentiality & Professional Conduct — Charisma pre-start requirement.
• Emergency / Fire Safety & Workplace Injury Reporting — Charisma orientation plus facility-specific emergency procedures.

Charisma should not treat completion of an online module alone as proof of technical competency. Before independent assignment, the worker should have applicable competency validated through documentation, direct observation, return demonstration, or facility-approved assessment.

CDC guidance recommends hands-on training, supervision until competency is documented, competency testing at the beginning of employment and regularly thereafter, and regular review of written reprocessing instructions against current manufacturer instructions and evidence-based guidance.

• Facility sterilizer and washer competencies — model and cycle specific.
• Low-temperature sterilization — only when used by the assignment site.
• HLD chemical-specific training — based on products and equipment in use.
• Loaner instrumentation workflow — where applicable.
• Implant load monitoring / release processes — according to facility policy and applicable standards.
• Robotic, ophthalmic, orthopedic, power equipment, flexible scopes, or specialty devices — device and IFU specific.
• Respiratory protection — when job duties require use of a tight-fitting respirator.
• Facility orientation — department layout, dirty-to-clean workflow, emergency procedures, documentation, escalation, quality systems, and local policies.

1. Role identified → SPD Technician, Endoscope Reprocessor, or other instrument-processing role.
2. Credentials and experience reviewed → certifications and experience matched to client requirements.
3. Core training completed → infection prevention, BBP, PPE, chemical safety, confidentiality, and workplace safety.
4. Technical competencies verified → only for the equipment and processes the worker will perform.
5. Facility orientation completed → local IFUs, equipment, policies, tracking system, quality controls, and escalation pathways.
6. Ready for Placement → after all applicable items are cleared.

New York State Department of Health: Key Infection Control Practices
CDC: Disinfection and Sterilization Recommendations
CDC: Sterilizing Practices
OSHA: Bloodborne Pathogens

Facility policy, current manufacturer IFUs, applicable accreditation requirements, and professional standards may add requirements beyond this framework.