NTEP Training System

NTEP Training System

This online live document is about the NTEP's training system. 

The Training System brings systems thinking into training in a modern way. It incorporates modern methods of training material creation, training delivery and monitoring and evaluation of training while including the best practices of traditional techniques. It is inclusive to all stakeholders working in the fight against TB in India such that training material created through discrete efforts can be pooled into a larger whole. The system also accounts for the continuous evolution and expansion of the program and is agile to accommodate the evolving training needs.

 The system comprises three interoperable components, each dealing with 1) content creation  2)Training Operations 3)Training Monitoring and Evaluation and competency assessment. This model of separation of purposes ensures that Training content development and maintenance, can continue, without creating a dependency on training operations, while delivering the latest material. Simultaneously it offers a standardized way to plan, monitor, evaluate and conduct training needs assessments as a part of the dynamic and ever-changing training material and operations.  

The components use open-source standards that enable complete interoperability at a low cost. For example, the training material output from the content creation component is embedded in various externally maintained Learning Management Systems such as, the WHO's Swasth-eGurukul or the NIHFW's Saksham. The system also lays the foundation for future Ai-based-on-demand training, where any user should be able to intuitively query in natural language, and receive the most relevant and contextually adapted programmatic instruction/ training.
 

 

 

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The Need to modernize training in NTEP

The Need to modernize training in NTEP

National Tuberculosis (TB) Elimination Program (NTEP) of India is one of the largest public health programs in the world. It has over 30,000 peripheral health institutions providing diagnostic and treatment services in the public sector, with a huge workforce of  Medical Officers, Paramedical staff, Multi Purpose Health Workers, and other frontline health workers. Putting this together with incentivised volunteers and a huge private sector, the quantity and variety of human resources is at a scale that is unparalleled. Trained Human Resource (HR) is critical for ensuring TB patients receive quality diagnostic, treatment and other patient support services.

The program has considerably expanded in the last five years into many new technical areas such as Direct Benefit Transfers and TB Preventive Therapy. There has been a corresponding increase in the amount training is needed. These areas are continuously evolving, with very frequent updates and changes. As a result of this there is a regular need for training, to rapidly disseminate changes and additions in program operations. The current training system primarily consists of 9 printed modules which are delivered in a modular reading fashion; updates over and above these modules are disseminated using guidelines/ other documents. In addition a variety of training material is also created by a multitude of development partners operating in different geographies in specific thematic areas. This material is used for training in the form of formal training, orientation workshops and sensitization meetings. The training status of core NTEP staff is monitored using aggregate reports collected manually from the TU level.

There is a felt need to better organize, increase the pace and efficiency at which program evolution is communicated to the field in the form of training. This revision of the training system should:

  1. Upgrade the current paper based training material to use a combination of electronic multimedia, organizing efforts of many stakeholders into one uniform system of content development.
  2. Use modern methods of knowledge and skills transfer including e-learning and adult learning principles. This would also need to leverage the increased acceptance to electronic modes of training, a change brought about by the COVID19 pandemic.
  3. Have a low effort monitoring system that can be applied across the country.

With these needs in mind NTEP had decided to revise and modernize its training system. The subsequent sections discuss the various components of the system and the various standard processes and guidelines related to them.

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Strategy for Modernizing Training

Strategy for Modernizing Training

The needs described in the previous section can be strategically addressed under three themes, Content Development, Training operations and M&E of training. To address these needs effectively, the Modernized Training has three sub-systems and protocols working seamlessly with each other. These are:

  1. Training content creation: This is first part, where there are systems and processes to create, update and maintain a repository of various training concepts and related standardized training content, along with other documents (guidelines, directives, etc). This would involve an online system called the Knowledge Base. This would be operated by a central team of experts and content creators, who maintain the knowledge base and its contents.
  2. Training Operations: This component is where the actual training is performed using content prepared. It will include processes such as planning and execution of training and certification. It would include an online Learning Management System (LMS) such as Swasth-eGurukul. This would be operated by trainers and trainees from across the country to deliver and receive training.
  3. Monitoring and evaluation of training: This component allows the monitoring of the ongoing training in real-time against the general goal of all human resources related to NTEP are "Trained". This would require the maintenance of training information of all related personnel and generate reports or dashboards to monitor the progress/ current status. This would need an online tool for managing the training information of all personnel, including training history and certifications and a dashboard where data can be visually explored to understand the status of training across the country. This system would also include process of training supervision and evaluation and identifying which personnel requires re- or update training.

 

Modernized Training Strategy

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Subsystem 1: Content Creation

Subsystem 1: Content Creation

The first subsystem of the modernized training system is the machinery to develop translatable multi-media training material that can be used for training all personnel across the country. The material developed needs to be:

  1. standardized and translatable(to ensure consistent messaging/ practices) accessible openly in an electronic form
  2. reusable (the same training content can be used for overlapping needs for different cadres) 
  3. easily updatable (to allow easy change of standardized content)

This component is built to include all stakeholders that delevelop training material, ranging from national institutions, technical and programmatic experts, to instructional learning experts and digital media creators. They all need to follow uniform processes to interact and produce training material, spanning all of NTEP operations, in a consistent manner, maintaining a high level of quality.

The system of content development will be made of three parts, the Knowledge map, the Page Library and Training Courses and curricula.

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Parts of Content Development System

1. The Knowledge Map:

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Knowledge Map Concept

The entire universe of ideas/ concepts required for training in NTEP has been visualized as a map called the ‘Knowledge map’. Each unique idea/unit in the Knowledge Map is called a ‘node’, which serves as a building block to the entire training content development process.

2. The Page Library: 

For each node on the knowledge map, standardized training content is built as a Page. A page is expected to impart training related to the learning objectives defined on its knowlege node, in a maximum duration 3 mins. While developing the page, questions related to the learning objective are also defined. Each page is translated into necessary language versions. Pages for all the knowledge map nodes are available in the “Page Library". 

Development of pages will include:

  1. Understanding learning objectives and gathering technical material
  2. Designing/ redesigning the instruction/ digital content for each page using various media (Text+/- images, Audio/ Videos, interactive animations etc) based on feedback from the end-users.
  3. framing questions associated to the various learning objectives and adding them along with the page 
  4. translation of select pages according to need/feedback from the end-users

3. Course/ Curriculum Development:

Pages drawn from the Page library will serve as building blocks for designing training curriculum or “Courses”. Any number of Courses can be prepared  by grouping/ structuring the pages from the Page Library in a sequence. The grouping/ selection of various pages and their sequencing will address all varieties of training needs for different cadres.  Pages are organized under chapters in a sequence; chapters are in turn organized under modules and later modules are organized into Courses. Courses will be used to implement training.

 

This model where the training content development is divided into three parts, allows adherence to the initial principles of reusability, standardization and ability to be kept updated. Through the knowledge map there is a comprehensive understanding of the various current knowledge/ training needed in NTEP and becomes a repository of the same. The content in pages is standardized for use across the country. The availability of individual pages allows it to be reused in multiple training courses for different cadres; and allows individual pages to be updated, whereby the courses using these pages can be automatically updated with the latest information  or upgraded into a more engaging and prioritised way.

The Pre-test , intermediate quizzes and post-test also constitute an important component of the course curriculum. These quizzes are composed of selected questions drawn from the question bank generated from the pool of questions linked to each page added to the course.

The processes related to all the three components described above are carried out in the online tool built for this subsystem called the Knowledge Base.

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1.1 The Knowledge Map

1.1 The Knowledge Map

The first component of the Knowledge Base is a map of all ideas that need to be imparted to a trainee in NTEP. This section describes the various concepts, principles, roles and processes related to maintaining and updating the knowledge map.

Concepts

  1. KMNodes(Knowledge Map Nodes) :

    A KMnode may be a unique concept, process, idea, definition, algorithm, or any other aspect with a specified learning objective.

  2. Relationships:

The KMnode will have defined relationships with other KMnodes which may further detail or explain the concepts or describe a higher-level concept. 

For example, there will be a node defined for the concept of ‘ZN microscopy’ and it will be related to further nodes such as ‘staining’, ‘smear preparation’ and so on, or link ZN microscopy and Fluorescent microscopy through the overall concept of ‘Microscopy’ in general. Thus, the nodes and their relationship will exist as a network / map where there is no defined hierarchy. The hierarchy will dynamically be identified when a trainee or training need is defined.

The KMnodes have the following attributes:

Table 2: List of Attributes of the KMnode

Attribute Description
ID This is a unique identifier for tracking the nodes in the knowledge map database.
Name Title of the page. This should be able to identify the unit sufficiently and its difference to other pages should be clearly evident.
Description/ Learning Objective Provides short synopsis of what the content associated with the unit should cover.
Maintainer Name/ UserName of the expert who is currently responsible for the maintenance of the node and its related training content. The maintainer has to ensure that the node and its content are in line with the principles of the knowledge map and with the current guidelines/ directives.
Relationships

Describes the relationships of the node to other entities. This will include entities such as 

  1. KMnodes (Child/parent or links) 
  2. Training content (link to Page- described below)

The current version of the Knowledge Map can be viewed from the link. The knowledge map here is represented as a list of nodes linked with other units in the knowledge map. 

 

Principles of the knowledge map

  1. Idea/ concept centric- Non audience dependent: The KMnodes and their learning objectives linked to it represent one defined idea/ concept. 
  2. Unique Unit Based:  A learning objective will only be represented in one and only one node. 
  3. Complexity in division: In cases where the concept or topic to be discussed has many aspects, a single node may be used to represent the overall concept in brief, while specific details or in depth concepts may be presented in other nodes.  
  4. Dynamicity, Organic and iterative evolution: The knowledge map is meant to be a dynamic collection of nodes, where new nodes are constantly added with new program areas/ expansion, older nodes updated with changes in program structure and deleted with outdated concepts/ideas being removed. These changes are to be made  in real time as and when the program update/ change happens.

Roles

  1. Maintainer: The maintainer is a person/ expert who is responsible for maintaining the integrity, comprehensiveness and quality of the knowledge map and ensuring adherence to the above described principles. The maintainer may perform additions, modifications, and depreciations(Deletions) of nodes on the knowledge map. There may be many maintainers organized into a committee/ group and may be collectively responsible for the knowledge map. Each maintainer may be assigned a group of nodes to maintain. All nodes will mandatorily need to be assigned to a maintainer. 
  2. Content Creator: Content creators are people who develop training content for each KMnode on the knowledge map. A content creator may be assigned a node to develop content against. However, they only have view permissions on the knowledge map; but may be able to respond to comments made by anyone on the nodes assigned to them. 
  3. Others: The knowledge map being open content, all users(including the above two) may have access to view the entire knowledge map. They may suggest new nodes on the knowledge map and add comments/ suggestions on existing nodes. New nodes will need to be approved by the assigned maintainer before it is published on the knowledge map. Each newly added node will also be assigned to any one of the maintainers. 

Processes

  1. Add new node:
    1. Submit draft node: Any visitor on the knowledge map may suggest addition of a new node. New nodes need to be linked to any one existing “Parent” node and will be first added in a Draft mode. The maintainer of the parent node will be assigned to the new node. The visitor adding the node needs to fill in all the attributes of the nodes mandatorily.
    2. Review by Maintainer: New nodes added in Draft mode will be notified to the Maintainer, who will review the node and will perform the following actions
      1. Approve the new addition after it passes the following checklist. If the node does not pass it; the maintainer may outright reject the draft node or modify the attributes till it passess the checklist.
        1. The name of the node and the learning objective are clear and precise. For example, “Burden” is an unclear title; while “Burden of TB in India” is clear and precise.
        2. There are no other nodes in the knowledge map with overlap/ have duplicate learning objectives with the new node added.
        3. There is a training need that is attributable to the new node. For, example; in NTEP training, “Manufacture of 3FDC” may be considered as out of scope of training.
      2. Assign a different maintainer. The existing maintainer may judge that the node is better dealt with by a different maintainer, he/she may assign it to a different maintainer in the maintainers group.
    3. Publish the node: Approved new nodes get published on the knowledge map.
  2. Update existing node:
    1. Maintainers of the node may update any of its attributes except the unique identifier. All changes to a node will be tracked as different versions of the node. The update may be performed for the reasons such as:
      1. Update in Name/ Learning objective: The update may be triggered by various needs/ events, such as change in policy/ guidelines; any error identified on the learning objective or better understanding of the purpose of the node.
      2. Adding/ changing node relationships: The maintainer may identify new connections with existing nodes on the knowledge map. 
      3. Re-assigning maintainers: The existing maintainer may assign a node to any other maintainer on the maintainers group.
  3. Depreciate existing node: Any existing node may be depreciated when the node/ learning objective becomes outdated or no longer relevant. Such depreciated nodes effectively get removed from the published knowledge map.
  4. Commenting/ Discussions: Any visitor on the knowledge map may comment/ provide suggestions on any of the existing nodes. Comments may be reviewed/ replied to by the node maintainer/ the content creator assigned to that node.
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1.2 Content Development

1.2 Content Development

Concepts

  1. Content Page:

    A Content Page is a unit of training content that expresses the learning objectives on a KMnode on the Knowledge map. There will be one page of training content for every KMnode in the knowledge map. The content on each page is based on technical training material / SOPs / guidelines of NTEP and may explain or demonstrate it in more detail. In addition to the training material itself, the Content Page will also have certain additional details/ materials such as 

    1. references to source documents or other credits/ acknowledgements
    2. attachments
    3. quick reference/ job aids/ posters
    4. raw editable versions of images/ graphics/ videos used in the main content.
  2. Page Types:

    Based on the type of material that is used on the Content Page, it is classified into various types. The list below is ordered in ascending based on the level of effort needed to create the page.

    1. Basic Page: These are pages that are built using simple text and images. The text and images may be based on content available in any existing guidelines/ documents/ training material, as per the needs of the learning objective on the linked KMnode. The Basic page should at least serve the needs of training delivered in an instructor led mode.
    2. Improved Basic Page: Basic Pages may be redone, to explain the concept in a better way using better graphics/ text, either by changing the way of representation (infographics), or by including examples / cases etc. This would improve the ability of the page to deliver the learning objectives to a level such that the trainee may read and understand the concept without any instructor.  
    3. Video Lecture: This type includes where the content is a video of an expert explaining the concept in his/her own words in alignment with the learning objective. The delivery of the training will rely on the expert's ability to present the content in an easily understandable way. The video may use a slide deck with a video inset of the presenter, or a writing board/ background image along with the presenter. The voice of the presenter may be scripted and subtitled along with the video.
    4. Animation: These are pages with simple animated content in a video format. This page type may be used in cases where learning objectives may be delivered better using a schematic/ moving representation of the concept as opposed to other ones. For example, simple workflows involving different locations and people over time. This type excludes animations that can be created easily by tools such as power point and recorded as a video, and is meant to classify animations that require a professional animator to create it and is often commissioned. The content creation involves multiple stages such as scripting, key frame/ scene review, draft review, and final review and approval.
    5. Video Demos: These pages contain content that are video shots of actual locations where a procedure or a protocol is demonstrated. Here too the content creation involves multiple stages such as scripting, casting, field shooting, editing, draft production review, and final review.
    6. Interaction and Games : These are pages with many different types of user interactions, such as clicking, drag & drop, text entry and so on. It uses a combination of different types of raw material to achieve a learning objective including videos/ animations/ demonstrations and narration as needed. The interaction may require the user to apply the knowledge obtained to achieve and reinforce the learning objective. It may have one start point, but may branch out into different scenarios based on user interaction, with many end-points that  may backtrack and re-join at different places. This page type may be used when the learning objectives are complex, with decisions/ judgements that need to be made. For example constituting a DR-TB Drug regimen for a given diagnostic scenario. The content creation involves multiple stages such as concept scenario design, scripting, key frame/ scene review, interaction testing, and final  review

    In cases where combinations of types are included in a page, the more complex type will be considered; for example, a video recording of an expert with an animation will be classified as an Animation.

    The page may undergo evolution / upgradation with time based on changes in the program or based on need for better content representation. The page types will assist the upgradation process. The Basic Page type is the most easiest to create and is often the first created type. Based on the material on the Basic Page, which ensures basic technical accuracy of the training content, future upgraded versions of the page may be created. 

  3. Question 

    Based on learning objectives of a page and the training content placed in it, one or more questions may be added/ linked to the page. These will serve to assess whether a trainee has acquired the necessary knowledge/ understanding expected. The questions will usually be of multiple-choice type.

Principles 

The broad principles that have to be followed while developing a page are as follows:

  1. Self contained/ independent: The training content on a page should be self contained and should not be built on the context of content available on any other page or continue from another page. 
  2. Specific to learning objectives: The page should be able to deliver the learning objective without having to refer to another page and should contain only content specific to the learning objective of the knowledge map node linked to the page. There should not be any content included for the purposes of introduction or conclusion.
  3. As simple as possible: It should be possible to use any page for the training of any personnel. Hence the technical content should be explained in simple language as far as possible.
  4. Delivered in 2-3 minutes: It should be possible for the average trainee to consume the training content present on a page in 2-3 minutes.   

Roles

  1. Content Creator: These are personnel that will create content against the Knowledge Map node assigned to them. 
  2. Maintainer: The maintainer for a page is the same as the maintainer for the corresponding knowledge map node. The maintainer reviews and approves pages before it is to be published. He/she also is responsible for deciding the page type to be used while upgrading the page to a higher level page. 
  3. Trainees: All users are by default Trainees. Trainees access the page through one or the other training curriculum. They may provide feedback at the level of a page through the comments on the corresponding linked knowledge map node.

Processes

Note: Upgradation and Modification of a page will be considered as a new version of the same page, with the same unique identifier. Older versions of the page may be available at the back end of the LMS and may be accessed on special demand.

  1. Creation:
    1. The content creator assigned to a knowledge map node will create the corresponding page and its content. He/She may interact with the Maintainer to identify learning objectives, source documents as required and prepare the training content before creating the page. On page creation the status of the page will be “Pending Review”
    2. Pages that are of the status “Pending Review” will be evaluated by the maintainer of the page/ corresponding knowledge map node. The maintainer may approve or reject pages based on whether it clears the following checklist
      1. Alignment of titles- The page title and the corresponding knowledge map node should have the exact same title.
      2. Specificity of content: The page content needs to be specific to the title and the learning objectives of the corresponding linked knowledge map node. It should not convey any message that is or may be represented in another page.
      3. Content independence: The content developed on the page should not be in the context of any other page and it should convey the learning objective completely.
      4. Simplicity: Generally any learned reader should be able to read and understand/ consume the content and its learning objective without additional reference/ reading.
      5. Duration: It should be possible to consume the content by an average reader within approximately three minutes. In exceptional cases it can be longer.
      6. Questions
    3. If the page does not pass the above checklist and is rejected by the maintainer then it will be converted to the stage “Pending Modification”. It will be passed back to the content creator for addressing the comments/ reason for rejection.
    4. The page will also need to be marked as “Pending Modification” once the corresponding KM Node (Title or learning objective) is updated.
  2. Modification: Pages that are with the status “Pending Modification” may be reviewed by the content creator and he/she may make changes as per the requirement/ comments.
  3. Upgradation: A page whose content has not been performing as well as expected and there is a scope to improve the delivery of the learning objectives by using another type of page, it may be tagged for upgradation. Once a page  has been tagged for upgradation it will be available to the content creator in an upgradation queue.
  4. Translation: Certain pages after being built into courses for specific cadres who are less likely to understand English, may be tagged for translation into another regional/ local language. Once it is tagged for translation it will be available to the content creator in the Translation queue.
  5. Deletion: Page deletion only occurs when the corresponding KM node is depreciated. Such deletions may also be available on the LMS backend, but are not available for viewing.
  6. Prioritization: Individual pages depending upon the need to make available the published version it will have a certain priority value. Priority value of 10 means highest priority for content development, while 0 means least or no priority. The content creator may pick up pages from a queue for modification/ translation based on the order of priority. The maintainer of the page has the rights to set the priority of the page. 
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1.3 Curriculum Development

1.3 Curriculum Development

Concepts

  1. Course: A course is an organized sequence of sessions containing  Pages, demonstrations, practicals, field visits, role plays, quizzes, Pre-test and Post-tests, which will be used for the training related to the program. A course is always specific to a cadre of staff, with a define role and specified competencies under the programme. A course should comprehensively cover all training requirements of that cadre. 

    Each course will have pages organized under the Page ---> Chapter ---> Module structure. Different courses will have different pages, but they may also use the same page as per the requirement of the course (which is linked with the same knowledge unit or node, and hence based on the same training need). This is depicted in the following schema:

    Fig: Course structure

    Each course will have a number of attributes as outlined below.

    Course ID This is the unique identifier assigned to the course at the time of creation.
    Title: The course will be named according to the cadre it is intended to train. Eg. Course for Treatment Supporters on NTEP
    Course Description This is a short description of the course, which will outline the objectives of the course and the topics covered under it.
    CourseStructure The course structure will contain the data regarding the linkage of the various pages organized under chapters/ Modules and the corresponding quizzes at various stages within the course/ Module/Chapter.
    Intended Cadre This will indicate the various cadres eligible to take the course.
    Status This will indicate the status of the course in terms of whether it is in draft stage/ unpublished or published status. It may also include statuses such as depreciated. 
    CourseMaintainer This is the person assigned to this course as the maintainer.
  2. Module: A module is created for a specific knowledge / functional area which is to be covered for a cadre based on the course objectives. A course may have different modules (knowledge areas) with different pages. For example, in the course for a Lab Technician, “ZN microscopy” may be a module. 

    NOTE: Modules may also have independent existence outside a course as well. These may be used for imparting a new knowledge area as a part of new expansion in the program or may be used for re/update training.

  3. Chapter: Chapters will be the topics that are to be covered under knowledge areas (modules). As above, there may be different topics (chapters) under each knowledge area (module). For example, in the module on Microscopy, “staining using ZN technique” may be one of the chapters. Chapters will hold the standardized learning material in the form of pages.
  4. Quiz: Courses will have quizzes at various stages (pre / post at the level of either course, module or chapter). The quizzes are created/ drawn from the questions attached to the pages that are contained within the course/ module/ chapter. The quiz, depending on how it is set up, will randomly draw questions from a set of questions that were associated with the pages. Based on configuration set by the course creator, the learners must pass/ clear the quiz to proceed and eventually complete the course and earn the certificate. The number of questions in an assessment and passing marks for each assessment will be set at the time of configuring the course/ module as per the need of the training. In the future a quiz may also be manually assessed/ scored.
  5. Certificate: Each course / module at the end or at achieving completion of the post-test successfully will have a certificate. The certificate is awarded from NTEP, and / or relevant institutions / stakeholders. A sample certificate has been provided in the Annex.   
  6. Webinar:  a webinar or an online training session would be scheduled inside the course whenever a remote facilitator would interact with the trainees for any particular purpose inside the course. This could be to deliver an instructor led session, conduct discussions or clarify queries. 

Principles

The broad principles to be followed while creating a curriculum/ course are as follows.

  1. One cadre One course- At a time in the training system of NTEP a specific cadre/ designation will only have one active standard course. A course should be comprehensive, such that it allows all necessary content required to successfully execute the TOR/JD of the corresponding cadre. The monitoring of the training status of a trainee will be considered as Trained/ Untrained under his/her cadre based on whether he/she has successfully completed the single course for that cadre. The individual may undergo modules that are independently available outside his/her course and will count as additional credit.
  2. Logical flow in sequencing of content: The training content will have to be placed in a sequence within the course. The pages will be sequenced within a chapter, followed by Chapters into Modules and finally modules into Courses. This sequence depending upon the intended audience/ cadre will have to be selected and ordered to ensure that both the appropriate high level concept is introduced and necessary in depth concepts are also discussed afterwards.
  3. Inbuilt pre/ post test : All courses should have an inbuilt assessment mechanism to objectively identify whether he/she has completed the requirements/ gained all necessary knowledge and skills expected from the course.
  4. Standard schedule: The course may be executed/ operationalized as per the convenience of the institution; however a standard scheduling pattern may be set. 

Roles

  1. Content creator - The content creator(described above) will also double up as the course creator/ curriculum designer. They will select and organize the pages prepared into chapters> modules> Courses in a sequence appropriate to the cadre. The content creator can create the course in unpublished form.
  2. Maintainer - The maintainer may review the draft/ unpublished courses and publish them. They may also unpublish existing courses and send them for revisions to the content creator or depreciate them altogether. 
  3. Operational Roles
    1. Course Coordinator - The course co-ordinator at various states/ STDCs will schedule the various courses according to the plan and training needs of the state and coordinate the conduct of the course
    2. Trainee - The trainee may access the course if he/she is one of the cadres for which the course is listed
    3. Facilitator - Facilitators may access the course when it is scheduled and he/she is added to that schedule as a facilitator.

 

Processes

  1. Create a new course: Once pages are available, a content creator may organize the pages into a course. After the Type A0 page is approved and published on the CTD e-learning platform, it may be included into a course. 
  2. Review and Approval of the course: Once the course is configured, approval from CTD and other stakeholders will be sought. A meeting of relevant stakeholders will be called to discuss feedback and will be documented. Relevant changes will be listed and made by course creator,
  3. Set up the course evaluation: As described in the previous section a course will have pre / post evaluation at the level of either course, module or chapter, randomly drawn from the questions attached to the pages that are contained within. The number of questions in an assessment and passing marks for each assessment will be set as per the need of the training in consultation with the relevant stakeholders.
  4. Configure the course certificate: A certificate for successful completion of the course will be awarded to the participants based on their performance in the course evaluation. The certificate will be designed with appropriate logos of the awarding organizations and will be decided based on consultation with the relevant stakeholders. A sample certificate is provided in the Annex for reference.
  5. Setup the feedback form: two types of feedback for a course will be sought from the facilitators and trainees: 
    1. Performance or retention of knowledge / skills from the course / module.
    2. Qualitative and Quantitative feedback from the end users on various aspects of the course/ module.
  6. Scheduling the course: Generally, once a course is configured, it needs to be scheduled for it to be accessible to trainees. Scheduling a course involves setting the start and end date for the course, adding webinars, contact sessions/ evaluations, adding facilitators, enrolling participants etc. The scheduling is done by the course coordinator based on the training plan.
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Style Guide

Style Guide

The style guide provide reference to what standard styles should be used while developing content. This would ensure uniformity of content appearance and will ensure that the trainee would identify the content as belonging to a whole. The style guide would specify standard content styles that can be applied to online content. This would include the following. ( Click the item to read more.)

  1. Formatting Guide - (Note: Work in Progress)
    1. Basic Color Palette
    2. Text (Headings, Bullets and numbering, Quotes, Captions)
    3. Tables
    4. Images(Pictures/ photographs/Graphics)
      1. Library of standard graphics
    5. Videos and Animations
  2. Language Guide (TB inclusive Language)
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Formatting Guide

Formatting Guide

Ensuring consistency and professionalism in the content on the platform is crucial for an effective learning experience. Adhering to specific formatting guidelines helps maintain clarity and coherence in the content. 

File Location: Search for specific course materials or content pages within knowledge base platform. It involves navigating through various parameters or criteria to pinpoint the desired information. In the context of our platform, locating a file entails searching for a particular content page based on factors such as page ID, title, status, creator ID, or tags.

  1. Page Library: The Page Library provides a means to locate files based on various parameters, including status (published on LMS, approved, final review etc.), page tags (content overload, for upgrade, grammar check etc.) , page ID, content creator ID, and title, among others. Users can input any combination of these parameters to find the desired content page. Access to the Page Library is available through the provided link- https://ntep.in/PageLibrary .
  2. Knowledge Map: To access files, users can search for the content page title within the Knowledge Map. They can then refine their search based on the status of nodes (pending review, live, depreciated), if needed. Utilize the provided link- https://ntep.in/km-nodes to navigate to the Knowledge Map.
  3. Curriculum: Access the approved courses as well as those under development by navigating through the provided link- https://ntep.in/curriculum?field_grouptype_target_id=40 . This link grants access to a variety of content pages associated with these courses, including nodes and sub-nodes.
     
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Content type

After identifying the desired content page, attention should be given to several parameters including content status, content type, page tags, content creator, and revision information. Before proceeding to translate HTML content to H5P or modify existing H5P content, it is crucial to ensure the correct content status is selected

Further details on other parameters will be provided after explaining the content type.

Content Type (Course Presentations): H5P offers diverse content types catering to various interactive needs, facilitating easy creation of engaging materials. For detailed information, refer to https://h5p.org/content-types-and-applications. Our focus here is on course presentations, where we'll create interactive slides to enhance engagement and learning. 

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H5P content type-course presentation

Ensure that the HTML content utilizes course presentations, with each presentation containing a maximum of 7 slides. If accordion or column formats have been used previously, maintain them without making any alterations.

Below is a thorough guide to assist you in creating or editing content pages while ensuring they meet the required standards:

S.No Parameters Description 

1.

Font Size 

Content title: 100% (Bold) 
Content text: 100%
Table/Figure title: 87.5%

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text
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text-font size

2.

Margin

1 cm (as indicated by the red lines in the content page provided)

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Margin-Course Presentation

3. 

Color Scheme

Blue (sharp blue), orange (carrot) or green (emerald green)

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color

4.

Videos 

 Download the videos embedded within the HTML content and then upload them onto the course presentation for integration.

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Video-1
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Video-2

5.

Infographic 

 


If there's an existing infographic in the HTML document, utilize the same image by opening it in a new tab and saving it to your system. Then, upload the image to the H5P software. Avoid capturing a screenshot of the image to maintain its resolution.

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Infographic-3
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Infographic -1

For new infographics, if the text isn't clear on existing figures, utilize templates available at https://www.presentationgo.com/ . Upload only the image of the template (e.g., triangle, hexagon) to the H5P software. Add text separately on H5P after uploading the template image. 

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Infographic-2

Note: 
If you need to create infographics with text in PowerPoint (PPT), please upload the editable PPT file. However, it's better to avoid using PowerPoint for future pages because PPT files are usually larger than SVG files. It's recommended to create infographics on H5P with editable text for easier modification.

6. 

Icons 

You have the option to use https://www.flaticon.com/  for icons. Additionally, you can employ separators like horizontal or vertical lines to distinguish content text from the icons.

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Infographic-4
NimishaArora

Language Guide

Language Guide

The Language guide is primarily extracted from the 'Words Matter' document (Second Edition published by StopTB Partnership in 2022, https://conf2022.theunion.org/wp-content/uploads/2022/05/stbp_words-mat…). Its use has been envisioned to guide the accommodation of inclusive language for TB training & communication while developing & reviewing course content under the Modernised Training System. Categorized into 'Alternatives', 'To be Carefully Used' and 'Emerging Terms', the guide underlines terms that 'must be replaced or alternatives that are sensitive and inclusive, use of terms that must be re-considered and other emerging terms in TB. 

Alternatives

Use

Replace

Comments

They/them He/him, She/her More inclusive & gender sensitive
Contact Person TB Contact Does not have strong negative connotations but is not person-centered
Person Lost to Follow Up Defaulter Unnecessarily and unfairly places blame on the person receiving treatment
Noncitizen resident or Unauthorized resident/worker Illegal/Alien worker Offensive & isolates their access to TB treatment & care
Person with presumed TB TB Suspect Negative association
TB Prevention & Care or Ending TB TB Control Its continued use is no longer recommended by the World Health Organization (WHO) not people-centered, ignores contributions of communities & people affected by TB, -ve connotations of TB authorities as being in full control of all aspects of prevention, treatment & care
PLHIV/AIDS PLHWA/Person living with HIV AIDS Patient Necessary to reflect the fact that an HIV-positive person may continue to live well and productively for many years
Person Living with HIV/AIDS Innocent Victim The term wrongly implies that people infected in other ways (other than those infected medically or at birth through no fault of their own) are somehow guilty.
Person/s with physical disability physically challenged The term ‘physically challenged’ is deemed inappropriate as it places focus on the identity rather than the person & their barriers

To be carefully used

Use

Use carefully

Comments

Person with presumed TB Presumed Presumptive The term ‘Presumed Presumptive’ places emphasis on the disease and not the person with possible tuberculosis. While, it can be used to describe a stage in the process of diagnosing TB, when discussing an individual, it is best to say a person with presumed TB
Burden   It should be stressed that it is the disease, not the people affected by the disease, that burdens a country, a region or the world
Case Finding/Case Detection   Activity occurs by virtue of action taken by the person experiencing symptoms
People deprived of their liberty Prisoner/Inmate An alternative can be ‘People deprived of their liberty’ (in some contexts it can stigmatize people and can impact perceptions regarding the right to health for all
Compliance, Non-Compliance   Noncompliance unfairly assigns blame to the person receiving treatment when many external factors outside a person’s control may be the cause
Adherent/Nonadherent   Unfairly assigns singular responsibility for treatment completion to the person receiving treatment, when many external factors outside a person’s control
Mobile Worker   Refers to a large category of persons who may cross borders or move within their own country on a usually frequent and short-term basis for a variety of work-related reasons, without changing their primary residence or home base
Bacteriologically +ve/-ve Sputum/Smear Positive/Negative Smear microscopy is no longer recognized as a recommended diagnostic strategy. The preferred term is bacteriologically positive/ negative
Key and Vulnerable Population Risk Groups While the term is used in the epidemiology of TB to describe clinical risk groups when discussing an individual or group, it is best to say key and vulnerable populations .
Person Affected by TB/Person on Treatment/Client Patient/TB Patient Patient/TB Patient ‘clinicalizes’ them and focuses on the treatment process rather than the person
Emerging Terms

Terms

Definition

COVID-19 An infectious disease caused by the SARS-CoV-2 virus. COVID-19 was first reported to the WHO on 31 December 2019
Bi-Directional Testing The delivery of simultaneous diagnostic testing for more than one disease
COVID-19 Response Mechanism (C19RM) A special initiative of the Global Fund to Fight AIDS, TB and Malaria to provide countries with additional funding to respond to COVID-19 to mitigate its impact on HIV, TB and malaria programs and to initiate and strengthen improvements in health and community systems
Awele

Setting learning objectives

Setting learning objectives

This document outlines the principles for stating learning objectives for each KM Node.

Following are the steps for defining learning objectives.

  1. Clearly outline the anticipated outcomes that learners will be able to demonstrate after engaging with each page.
  2. The learning objectives should be stated such that it correspond to these outcomes. It should guide what the content page should represent. Specify what learners will be able to do, ensuring that objectives:
    1. clearly defined or describes an action
    2. are measurable
  3. Ensure that objectives are learner-centric, focusing on the behaviors that learners should adopt after going through the content, rather than focusing on what the page will “teach”
  4. Incorporate action words from the Modified Bloom’s Taxonomy (see reference table below).
    1. Choose an action word from the various levels of objectives (Knowledge, Comprehension, Application, Analysis, Synthesis, Evaluation) when formulating learning objectives, aligning them with the educational activity's overarching goal.
    2. Refrain from using vague terms like understand, learn, and know, as they lack measurability due to the absence of tangible outcomes.

 

Bloom’s Taxonomy of Measurable Verbs:

Benjamin Bloom devised a taxonomy of measurable verbs to facilitate the description and categorization of observable knowledge, skills, attitudes, behaviours, and abilities. This theory posits that there exist discernible levels of observable actions indicative of cognitive activity within the brain. Through the utilization of measurable verbs in crafting learning objectives, the explicit actions required to demonstrate learning are articulated.

Table 1: Measurable verbs

Category

Meaning

Verbs

Knowledge

Remember previously learned information.

Arrange

Choose

Cite

Define

Describe

Draw

Enumerate

Identify

Indicate

Label

List

 

Locate

Match

Name

Order

Outline

Quote

Read

Recall

Recite

Recognize

Record

 

Relate

Repeat

Reproduce

Review

Select

State

Study

Tabulate

Tally

Tell

Underline

Write

Comprehension

Demonstrate an understanding of the facts.

Articulate

Associate

Characterize

Clarify

Classify

Compare

Compute

Contrast

Convert

Defend

Describe

Differentiate

Discuss

Distinguish

Estimate

Example

Explain

Express Extend

Extrapolate

Factor

Generalize

Give

Give examples

Identify

Illustrate

Indicate

Infer

Interpolate

Interpret

Locate

Match

Observe

Organize

Paraphrase

Predict

Recognise

Relate

Report

Represent

Restate

Review

Rewrite

Select

Summarize

Tell

Translate

 

Application

Apply knowledge to actual situations.

Acquire

Act

Adapt

Apply

Ascertain

Assign

Avoid

Back

Back up

Calculate

Capture

Change

Chart

Choose

Classify

Complete

Compute

Construct

Consult

Convey

Customise

Demonstrate

Develop

Discover

Dramatize

Derive

Employ

Experiment

Explain

Execute

Generalize

Guide

Identify

Illustrate

Implement

Interpret

Interview

Manipulate

Modify

Obtain

Operate

Organize

Paint

Perform

Practice

Predict

Prepare

Produce

Process

Provide

Relate

Schedule

Select

Show

Simulate

Sketch

Solve

Translate

Use

Utilize

Write

Analysis

Break down objects or ideas into simpler parts and find evidence to support generalizations.

Administer

Analyze

Appraise

Break

Break down

Calculate

Categorize

Chart

Classify

Compare

Conclude

Confirm

Contrast

Correlate

Corroborate

criticize

Identify

Illustrate

Infer

Inspect

Debate

Deduce

Delegate

Detect

Diagnose

Diagram

Differentiate

Discover

Discriminate

Dissect

Distinguish

Divide

Document

Ensure

Establish

evaluate

Examine

Experiment

Figure

Group

Inventory

Investigate

Manage

Monitor

Order

organize

Outline

Point out

Predict

Prioritize

Question

Reconcile

Relate

Resolve

Select

Separate

Solve

Subdivide

Survey

Test

Transform

Troubleshoot

Synthesis

Compile component ideas into a new whole or propose alternative solutions.

Anticipate

Appraise

Argue

Arrange

Assemble

Assess

Brief

Attach

Choose

Collect

Compare

Compile

Conclude

Consolidate

Construct

Contrast

Core

Counsel

Create

Criticize

Critique

Decide

 

Defend

Describe

Depict

Design

Develop

Determine

Discriminate

Enhance

Estimate

Evaluate

Explain

Facilitate

Formulate

Frame

Generate

Grade

Handle

Invent

Judge

Manage

Mediate

Modify

 

Organise

Prepare

Prescribe

Probe

Propose

Rate

Rearrange  

Reconcile

Refer

Relate

Release

Reorganise

Revise

Rewrite

Select

Set up

Specify

Supervise

Synthesize

Test

Value

Verify

Weigh

Evaluation

Make and defend judgments based on internal evidence or external criteria.

Appraise

Argue

Arrange

Assemble

Assess 

Categorize

Choose

Collect

Combine

Compare

Compile

Compose

Conclude

Construct

Create

Design

Develop

Devise

Estimate

Evaluate

 

Explain

Facilitate Formulate

Generalize

Generate

Hypothesize

Improve

Integrate

Invent

Judge

Justify

Make

Manage

Measure 

Modify

Organize

Originate

Plan

Predict

Prepare

 

Produce

Propose

Rate

Rearrange

Reconstruct

Relate

Reorganize

Revise

Rewrite

Role-play

Score

Select

Set up

Specify

Summarize

Support

Synthesize

Tell

Tell why

Value

Write

 

Dr. Priyadarshini

Subsystem 2: Training Operations

Subsystem 2: Training Operations

The activity of the actual conduct of Training is addressed in the Subsystem 2: Training Operations. It deals with the actual activities of planning, resourcing and conduct of Training, building on the outputs of Subsystem 1. 

This subsystem is assisted in all processes using an online tool called the Learning Management System (LMS). The LMS serves as a platform where various stakeholders such as training coordinators, facilitators and trainees interact with each other to manage and complete the various training processes. There are many LMSs available, such as Swasth-eGurukul, iGOT, SAKSHAM; and any of them may be used for training as prescribed in the trainer's guide. 

Training operations have the following steps.

  1. Making the Course available on the LMS (prior-requirement)
  2. Planning cadre-wise training at the individual level, Scheduling Training
  3. Conducting Training 
  4. Monitoring and Reporting Training

 

Training Operations are further discussed in detail according to the following headings.

  1. Concepts
    1. Mode of Training
    2. Roles and Responsibilities of key Stakeholders
    3. Learning Management System
    4. Training Prerequisites
  2. Step 0: Making the Course available on the LMS
    1. Guide for Course-coordinator on LMS
    2. Guide for Trainers on LMS
    3. Guide for Trainee on LMS
  3. Step 1: Training Planning and Scheduling
  4. Step 2: Conducting the Training  
  5. Step 3: Reporting of Training
Abhimanyu

2.1 Roles and Responsibilities of key Stakeholders

2.1 Roles and Responsibilities of key Stakeholders

Roles and responsibilities of Key Institutions are as following:

Institution Activity
State TB Office (STO)
  • Monitoring progress
State TB Training & Demonstration Center (STDC)
  • Update, review and monitor the training database in real time for the state.
  • Prepare the training plan and secure necessary resources for the execution of training
  • Coordinate with Central TB Division, National Institutes and relevant partners working in the area of training 
  • Scheduling and sending invitations to trainees
  • Logistics Management for trainings
  • Tracking and reporting on Training progress including the pre and post assessment 
  • Manage the trainings which are conducted at STDC (specified in the cadre-wise trainers guide)
  • Oversee the Quality of trainings conducted in the state at District and sub-district levels
  • Coordinate with the National Institutes for building the trainer resource pool and training of specific cadres at National Level (specified in the cadre-wise trainers guide).
  • Conduct quality assurance of the training and review user feedback.

District TB Office

  • Update, review and monitor the training database in real time for the district.

  • Coordinate with the STDC (Training coordinator) for Identifying trainees that require training or retraining.

  • Ensure that the trainees attend the trainings as per the schedule

  • Execute training for specific cadres (specified in the cadre-wise trainers guide) 

  • Provide local level facilitation when local groups or in-person training is being conducted in the district

Roles and responsibilities of Key Personnel are as following:

Sr

Personnel

Activity

1

Training Coordinator (STDC)

  • Planning the trainings across all Cadres in close coordination and guidance from the State TB Cell and STDC
  • Collecting and maintaining Training databases of all the staff of the state/ trainees, facilitators and training resources
  • Identifying and assigning the facilitators and resources for the execution of training (training location, etc)
  • Prepare Training Batches
  • Scheduling the course in LMS
  • Admitting the trainees into the Course
  • Scheduling Webinars/ Q&A Sessions for the trainees.
  • Training Monitoring 
  • Make changes in the schedule of ongoing training (if required) and keep all the relevant stakeholders informed (Trainers)

2

Master Trainer - For designated cadres

  • Identify the Trainers in coordination with STDC/ STC 
  • Provide training to the Trainers
  • Participate in select training conducted in the state
  • Quality assurance and Monitoring of Training Quality in the State 

3

Trainer - For designated cadres

  • Coordinate with the STDC to get Trained as a trainer and get update-training as and when necessary.
  • Coordinate with the STDC training coordinator to get assigned to various trainings conducted in the state
  • Conduct the training as scheduled and act as a faculty the virtual / in-person Trainings of the heath staff
  • Demonstration of the processes, equipment and lead the field visits as required for the trainings

4

Program Managers (STO, DTO,)

Competency assessment and assign staff for re-training

Abhimanyu

2.2 Learning Management System

2.2 Learning Management System

Learning Management System (LMS) is an IT Application which can be accessed via a computer or mobile device. Swasth-eGurukul is a LMS created by ‘World Health Organisation’ (www.swasth-egurukul.in). LMS enables effective management of large-scale training programs involving a large number of trainers and trainees. LMS could aid in the following activities. The key User roles in LMS are:

Sr.

User Role

Description

1

Course Coordinator

  • Schedule a Course and its components
  • Assign the Trainer
  • Admit Trainees
  • Scheduling the Webinar
  • Monitoring the Trainings

2

Trainer

  • A Trainer would be assigned to specific courses, modules or webinars
  • The trainer would be able to access the content related to it. 
  • Administering/delivering the course
  • Trainer will be the Host of the Zoom meeting used for conducting the Webinar

3

Trainee

  • Trainee will register themselves on LMS
  • For scheduled courses the Trainees need to register. As the Course Coordinator admits, the trainee will get enrolled and access the course content
  • Trainees can access the training content, attempt assessments and obtain certificates.
  • Trainees can access their training records such as - courses enrolled, completed, assessment scores, certificates received etc.

Abhimanyu

2.3 Training Planning (by STDC)

2.3 Training Planning (by STDC)
  • Budgeting, PIP, Training calendar, infra
  • States will have to have a designated a Course Coordinator at the STDC

This section is being elaborated. Please check back later for details.

Abhimanyu

2.4 Conducting the Training for each planned batch

2.4 Conducting the Training for each planned batch

Following is a set of activities which need to be taken up by the various stakeholders to plan and execute the training:

Sr.

Activity

Activity Type

To be done by

To be done when

Remarks

1

Collect information about trainees 

Once per batch

Course Coordinator

Planning stage

Use format provided in Planning Tool

To coordinate with DTOs

2

Identification of resources required for training 

Once per batch

Course Coordinator

Planning stage

Training location, stay, food etc. to be identified in close coordination with STDC/ STC/ Districts

3

Batch Creation 

Once per batch

Course Coordinator

Planning stage

Use format provided in planning tool to create batches and assign trainees

4

Scheduling the Course

Once per batch

Course Coordinator

Planning stage

Course coordinator needs to schedule the course as per the sanctioned/approved training plan/calendar. The necessary events in the training schedule(Webinar, virtual sessions, in-person sessions, demonstrations, training evaluations) should be decided at this stage.

5

Communication/ Invitation to Trainees

Once per batch

STDC/DTO

When the training is scheduled on the LMS

STDC/STC can direct the DTOs/incharge to relieve the trainees for the training 

6

Registration of Trainees on LMS 

Once for each trainee

Trainee

Before any training on LMS

The trainees should register on LMS and fill in the necessary details. The trainees who’ve already registered can use their existing login credentials for enrollment. 

7

Enrollment of Trainees for the Course

Once for each course

Trainee

Once a course is scheduled on LMS

The trainees need to enroll for the course that has been scheduled on LMS

8

Admitting Trainees to the Course

Once a day/ on Need basis

Course coordinator

Before training starts

The course coordinators may admit the trainees 

9

Pre-Test

Once per course

Trainee

Before Training starts

The trainees should complete the Pre-test before starting the training. 

10

Training Delivery

Once per course

Trainer

During Training

The trainer/ facilitator should deliver the training as described in Chapter wise trainer’s guide. 

11

Post- Test

Once per course 

Trainee

After Training

The trainees should complete the post-test at the end of training.Passing of the post-test is mandatory for the successful completion of the training

12

Certification

Once per course

Trainee

After Training

Based on the performance of the trainee in the interim quizzes and post-test, a certificate is generated for the course 

13

Analysis and Reporting

Once per batch

Course coordinator

Within 1 week of end of training

 
Abhimanyu

2.5 The Planning tool

2.5 The Planning tool

 

The excel based Planning tool (Ref: Annexure) will be used primarily for the following activities:

Sr.

Activity

Sheet Name

1

Collection of Trainee information (Name, Designation, District/TU/PHI, phone no, email ID, LMS details etc.

Trainee Database

2

Create Batches as per the resources available - specify no. of Trainees, training location, training dates, mode of training and Trainers’ details

Training Batch

3

Assign Trainees to the various Batches

Trainee Database

The Training Planning Tool can be downloaded from this link: 

 

Abhimanyu

2.6 Training Prerequisites

2.6 Training Prerequisites

For ensuring seamless and effective training, the trainers and trainees need to ensure that they adhere to the following prerequisites. This section lists down the prerequisites for the trainer and trainee for conducting the training.

  1. Trainer
    • Attend and complete the Training of Trainers (TOT) for the Course
    • Register as a trainer for the course in NTEP/ STDC (in Swasth-eGurukul).
    • Thorough with the latest version of the Trainers’ guide available online. 
    • Well-acquainted with the training processes to be followed for conducting training in Swasth - eGurukul. 
    • Have access to the Course on Swasth-eGurukul
    • Have access to the participant list and the schedule of training on Swasth-eGurukul
    • Ensure that the necessary arrangements for demonstration are in place (such as equipment, NTEP physical forms, Login credentials of Nikshay/ Nikshay Aushadhi, etc.)
    • Have access to a computer or Laptop and good internet connection
  2. Trainee 

    • Have access to a device (laptop, Tablet or Mobile) with good internet connection. 
    • Register on Swasth-eGurukul as a trainee. 
    • Enrol for the course (once the Course has been scheduled)
    • Attempted the Pre-Test before the training

Abhimanyu

2.7 Training Monitoring

2.7 Training Monitoring

To successfully conduct training at a large scale, close monitoring is critical and LMS enables the administrators to track the progress. As the trainees across the country register themselves in the portal, LMS would eventually have the database of the trainees trained in NTEP. Since training would be a continuous activity, this database would be updated as and when training is conducted. As the trainees would need to register for courses and go through the content and assessments using LMS, the system would know trainee wise - course wise - training status including the dates of the training and their performances in various assessments. This information would help the Program Managers in planning the refresher training. Analysis of the assessment scores would help the Program Managers understand the training needs of the staff. Based on the analysis, focussed training sessions on specific topics (which are less understood) could be conducted. 

Abhimanyu

Training Modes

Training Modes

Mode of Training may be described in terms of two aspects, physical presence and the role of the instructor. 

  1. Role of instructor
    1. Instructor-led learning - The trainer, using the standardized content available, explains the concepts mentioned therein. They will emphasize the necessary aspects and may demonstrate the processes/ equipment.
    2. Self-learning - Trainees using the standardized content may read/ consume it and learn the related concept.
  2. Physical Presence
    1. Remote/ Virtual: The trainee attends the training and uses the content at their own locations.  
    2. In-person: The trainees are present at a training venue in-person.
Mode Of Training Instructor-Led Self-paced
Present in-person

Classroom training led by a trainer

Modular reading at the training centre

Present virtually

Webinars by facilitators

Remote, self-paced

Blended training - Through the NTEP training System, a mix of the above two training aspects may be used to complete the training. Sessions that require hands-on training, especially in cases where demonstrations/ practical exercises are required, need to be conducted in an an instructor led physical mode, while basics and theoretical aspects may be left for remote self-paced learning. The blended approach would leverage the best of virtual/ in-person and instructor-led and self-learning. It would enable the program to make the best utilization of time, money, instructors, venue to give the best possible outcome.

ManuMathew

Subsystem 3: Supervision, Monitoring and Evaluation of training

Subsystem 3: Supervision, Monitoring and Evaluation of training

This component provides guidance to program managers on how

  1. to monitor the status and performance of training
  2. to link up routine supervision of on ground activities and staff along with identification of training need
  3. to evaluate delivery of training in terms of quality and efficiency of processes. 

This section is being expanded and updated.

ManuMathew

Principles of Training Evaluation

Principles of Training Evaluation

The most widely used training evaluation method is the one provided by Donand Kirkpatric in 1959 & 1998 to assess the effects and impact of training programme at four different levels. These levels are arranged in the order of improvement in the desired work output by the individual due to training.

Level Component Objective Measure
I Reaction Participants satisfaction
II Learning Change in knowledge, skills & attitudes of the participants
III Behaviour Measuring the behavioural change in the participant
IV Results Assessing the impact of the training

Level-I Reaction Evaluation: 

The assessment of immediate effect of the training programme that need to be evaluated during or immediately after the training session. This will be ensured by providing a session evaluation checklist after each session in the training.  This can be implemented at two levels either orally or by written feedback. Immediately after each session separately or at the end of the day separately for each session / combined as per the objectives of the day’s schedule.

Date & Time of the session:  
Topic / Title:  
Faculty:  
A. Objective evaluation: Response
Very poor Poor Average Good Very good
1. The topic was relevant to me          
2. The topic was relevant to its contents          
3.Appropriate knowledge of the facilitator/ presenter          
4. Clarity in the facilitation/ presentation          
5. The contents of the discussion/ presentation were appropriate          
6. The contents were adequately covered           
7. Participant interaction : Aroused interest of the participant          
8. Participant interaction: Allowed participant questions           
B. Qualitative evaluation: Response
Enlist two best things of the session, you like most?

 

 

Enlist two important things you suggest for improvement?  
C: Overall Evaluation: Grade the overall performance of the presentation on 1-5 scale as above.
Very poor (1) Poor (2) Average(3) Good(4) Very good(5)

Level-II Learning: 

This type of evaluation is commonly performed by pre/post-test evaluation. A framed set of questions are put forth to the participants before they are exposed to any of the course content. This is pre-test evaluation. Pre-test evaluation provides valuable information about the status of knowledge and attitudes of the participants before attending the training programme. Then they are exposed to the training as per the schedule. At the end of the course again the same set of questions are provided to the participants and their scores are tallied to assess the performance of the training programme with respect to the knowledge and perception/attitudes of each of the participant. 
Following is the checklist for pre/post-test evaluation of the training programme to assess the performance of the programme. 

  1. The pre/post-test evaluation is to be done for assessment of the training programme and should never be viewed as the performance of the participant.
  2. The pre/post test questions should be alike and it should not differ, so as to evaluate the performance of individual trainee based on their performance before and after the training programme.
  3. The pre/post test questions should contain proportional representation of the course contents. Such questions can be derived from the curriculum contents as provided in the training design component of this document.
  4. The pre/post test questions should be in the form of multiple-choice questions (MCQ). These questions should be pretested and validated for quality and contents. Item analysis should be performed for the set of questions being used in the questionnaire.  
  5. The pre/post test questions should be based on the contents taught in the session, however some logical interpretations out of the didactic sessions can be expected but number of such questions should be only a few. 

The questions in the pre/post-test questionnaire need to be updated frequently. 10% revision of the questions according to the operational programme modifications being done time to time can be adjusted in the course contents as well as in the evaluation formats. Many times, it is felt that the participants should learn everything. Unfortunately, it is not possible to learn everything! Knowledge of human body and medicine, understanding of traditions and ways of behaving in a society, skills in administration and in educational methods are all relevant to health care staff. Learning all that is known in all of these fields would be beyond the scope of the most able student in the largest course.  Therefore, the choice has to be made about what details should be left out of the course. It is simply not possible to learn everything that is known about medical sciences and health care. So, some selection is essential.
The content evaluation of any session needs to be designed based upon:

  1. Work profile of the participant in the implementation of the programme.
  2. The expected level of improvement from the participant
Image
Training Evaluation- Level 2

To fulfil the above needs the technical content evaluation sheet require to be covering the must know, desirable to know and nice to know topics in appropriate proportions.  
The contents of any training session should address the need of the participants. 70% proportion of the content evaluation sheet should contain the basic programme expectation from the participant, which is the most important expected gain from the participant, desirable gain and nice to gain the knowledge need 20% and 10% proportion in the evaluation.

Level-III Behaviour: 

To assess the behaviour, change in the participants of the training programme, they should be allowed to work in their specified location and position. The performance of the worker in the field after the training programme can also be assessed by an assessment questionnaire. Such evaluation should be preferably carried out after 6-12 months of the training programme. The behaviour change assessment can only be performed with the cooperation from the supervisor of the person to be evaluated. To avoid subjective bias in the assessment of the behaviour change in the training participant, supervisors of the trainee can be blinded by the exact questions of evaluation. But the assessment of effectiveness of the training programme should invariably include the supervisor’s perception about the individual’s performance before and after the training programme in a positive manner.  Such evaluation can be performed based on several activities of the health personnel such as case finding activities, treatment compliance etc. Behavioural performance assessment can be done in two stages. 

  • Stage 1: Self-assessment of the performance: In this evaluation the individual is asked to assess his/her own performance with respect to contribution to various components of the programme. E.g., case finding, ensuring treatment compliance, stigma reduction in the community, patient education on DOT etc. This set of activities are pre designed into as per known enlisted components of the programme and individual contribution to these components.
  • Stage 2. Assessment by the supervisor: The assessment of the performance of an individual with respect to the self-assessment of the contribution towards various programme components. To avoid subjective bias the performance of several other individuals (employees) also can be asked.

The common observations between the self-assessment and supervisor’s assessment are enlisted and graded for further evaluation.  The pre and post training behavioural change can be noted and assessed for further evaluation of training. The requirement of training of an individual can be assessed based on the performance, weaker areas need to be identified and improved subsequently.
 

Level-IV: Result/ Impact
The ultimate impact of the training programme can also be assessed in the form of several indicators. This type of evaluation should be carried out every 6-12months. Performance of the trainees field area can be assessed by various indicators such as number of cases detected before the training and 12 months or more after the training keeping in mind the targets fixed for each area, proportion of paediatric cases among new cases detected and various other indicators listed in the training module. Initially these cases may increase due to detection of more cases due to training of the individual but eventually over a period of time the number of cases detected will decrease. Service components also will be increased such as proportion of private practitioners sensitised, proportion of total general out patients referred for testing, positivity rate, number of practitioners and subordinate staff trained etc. the implementation of innovative approaches for addressing specific field level problems required to be identified and appraised accordingly.

The National level Institutions/ CTD will assess the level III and level IV performance, while level I and level II performance need to be assessed at the respective training sites. The formats for the evaluation at the institution level should be in consultation with the training team as listed above. 

ManuMathew

Annexures

Annexures Abhimanyu

Guide for Course-coordinator on LMS

Guide for Course-coordinator on LMS

The Course coordinator's guide can be accessed here: 

WIP

The role of course coordinator is of paramount importance for training the TB workforce using the modernized training system. S/he needs to coordinate with different stakeholders for smooth conduction of training.

For eg. Coordination with the trainer/facilitator for his/her availability for taking the training.
Coordination with ECHO relationship manager for the ECHO-zoom links for webinar. He needs to perform

Login to the platform:

Step 1: Open Swasth e-Gurukul | Spreading Knowledge Faster (swasth-egurukul.in)) on your browser window. (https://cms. swasth-egurukul.in)

Image
Step 1

 

Step 2: Enter your login credentials (Provided to you during your training). The dashboard page will open in the browser window.

Scheduling the course on Swasth-eGurukul:
1. Click on ‘Schedule a course’ and the tab will open which requires certain fields:


I. The field needs to be filled meticulously:
1. Course name: to be selected from the drop down menu. Select ‘Course Name’ for the target audience
2. Rename selected course name as ‘<Full State Name> State Health Volunteers training on NTEP <Month Year>’. For eg. Uttar Pradesh State Health Volunteers training on NTEP July 2021

 

3. Start Date: to be selected from the calendar. Date may be selected 2-3 days before the scheduled date of course starting. This will enable participants to complete enrolment, access and complete pre-test.
4. End date: to be selected from the calendar that pops up after clicking the field. The end date will be based on the number of days the course is expected to run.
5. Stage type: The frequency of sessions may be adjusted here. In Health Volunteers course it is recommended that the stage type is kept as Daily. On the basis of the stage type (daily/weekly/monthly) and the number of corresponding intervals between the start-date and the end-date, there will be a related number of stages available for dividing the course sessions into. Eg if the start date is 1/2/2021 and end date is 28/2/2021, corresponding to 28 days; setting stage type as daily will give 28 stages, and setting stage type as weekly will give 4 stages.
6. Certificate: The certificate for the course needs to be chosen from the list of templates available from the drop down menu.
7. State: This field helps filtering the training aspirants from a particular state. The registered trainees from the selected state will be able to join the course.
8. Moderator: From the drop-down menu, facilitator/trainer needs to be selected. One or multiple facilitator may be selected for the same course but for different sessions.
The facilitators are registered by the Project-admin and login credentials are created for them. After this, their names are included in the drop down menu.


The filled up fields appears like this (image below):
II.The next important step is setting the stages in which course needs to scheduled. Only on this particular date and chronology the course will become live on portal.
All the stages (at the level of chapters) needs to be set individually.
The dates and facilitator may be changed as per the training plan. Once the date is changed for a particular session inside a stage, all the dates for the subsequent sections changes automatically and is set to be after that date.(image below)

 

After clicking ‘Schedule’ the course scheduling progress tab opens. It may take while to schedule the course. Do not stop or refresh your browser window during this process.(image below)

 

Admitting trainees to a course:
1. On opening this tab, the course list is available. The course coordinator needs to click the course s/he has scheduled and the list of people who have enrolled for the course will be displayed.
2. The course-coordinator need to approve the trainees who have been shortlisted for this particular course (on the basis of training plan) and may disapprove the rest/non-qualified enrolees.(image below)

 

Scheduling webinars:
Webinars need to be scheduled inside the course for various virtual sessions that the participants need to join. The Course Coordinator needs to get in touch with the corresponding ECHO relationship manager to create the ECHO Meeting link.
1. The webinars are scheduled for the instructor to train the participants virtually using the ECHO-zoom link. The fields name is to be entered in a standardised manner.
2. Course: To be selected form the drop down menu. The course which has scheduled by the course-coordinator should be selected as the choice here.
3. Webinar title: The webinar to be titled in standardised manner as: Course name - Day 0 and so on. Eg. Uttar Pradesh State Health Volunteers training on NTEP July 2021 - Day0, Uttar Pradesh State Health Volunteers training on NTEP July 2021 - Day 1, etc.
4. Starting date and time:
a. The webinar may be scheduled on or after the start date of the course.
b. A webinar Day 0 may be planned as an ice-breaker session to establish rapport between and the trainer and the trainees and to explain the participants the structure of the training and to share other relevant details.
c. Upon scheduling the enrolled trainees will get the webinar link. The trainees also receive a reminder email from LMS on the day of webinar. The link will also be sent to the facilitators The trainees and facilitators may click the link and access the zoom meeting.
5. Duration of meeting: To be entered in minutes
6. Facilitator: It has to be selected from the drop down menu from the list of facilitators already added by project admin.
7. Use meeting licence: It has to be changed to “External” and the Echo zoom link provided by the ECHO relationship manager for the specific webinar needs to be entered here.
8. Webinar enrolment limit: By default, it has been set to 500. But, it may be changed depending on number of participants expected to join the webinar. After entering all these details, on clicking the ‘schedule’ button, the webinar is scheduled. (image below):

 

 

9. After scheduling, the tab displays the number of participants enrolled for course. The participants enrolled and approved for the course automatically becomes the recipient of webinar link. The course coordinator may see the list and status of webinar scheduled by him under the tab- ‘my webinars’(Image below)

 

Discussion board
It may be used by the trainees and trainer alike to post queries and respond to the comments and
queries. (Image below)

 

Monitoring the progress of Training
Training report: This tab gives the summary of scheduled courses. It also gives the overall summary
of the course progress, like how many trainees have enrolled for course, how many have started the
training, how many have completed the training, feedback received, etc. (Image below):

 

On clicking the course, the detailed training report of all the trainees opens. The course-coordinator
can see the progress of each trainee- the enrolment date, trainee’s progress on course, etc. This is
particularly helpful in reaching out to those trainees who are facing difficulty with the training.
(Image below):

 

 

 

Abhimanyu

Trainers' Guide for Health Volunteers Course

Trainers' Guide for Health Volunteers Course
Trainees

The targeted trainees for this course are generally those persons at the community level who would be interacting with the population for the purpose of on-ground TB activities related to awareness, screening and Treatment Support. These may include:

  1. ASHA Workers
  2. Volunteers from NGOs, Community Representatives/ Youth Volunteers
  3. TB Champions / Survivors/ Family Members
  4. Workplace Representatives who volunteer for becoming focus for TB Services
  5. Educators/ Teachers from Schools and Colleges

 

Trainers

The following cadres are supposed to be trained to become trainers on this course.

  1. STS
  2. TB HV
  3. MO-PHI
  4. MPHW/ Block Coordinators (NHM trainers)
  5. DPC/ PPM Co-ordinators
  6. NGO coordinators/ Supervisors
  7. Representatives from Private/ Corporate sector

The capacity of these trainers to conduct the training for health volunteers will be in-built into their training and is considered as one of their essential competencies.

Training Methods

Teaching and discussing the course content using the standardised training content available on the NTEP approved LMS (such as Swasth-eGurukul). This training may use blended training delivery methods that are appropriate to the local context. This would include a mix of the following options

  1. Training Premises
    1. In-person
    2. virtual 
  2. Mode of delivery
    1. Facilitator led
    2. Self learning
    3. Demonstrations
    4. practical exercises. 

In the blended mode, an instructor-led session should be conducted for each chapter. Simultaneously the trainees would go through the content available online themselves according to the schedule. Trainees need to attempt the quizzes after each chapter/module. 

At the end of each chapter/session the trainer/ facilitator should summarise the key messages of the chapter by engaging trainees through questions and discussions. The discussion should focus on aspects related to the competencies listed below. These sessions should also help the trainees to clarify doubts and queries. 

For the training areas which require hand-holding of trainees like to perform actual processes such as filling of forms, counselling/ addressing stigma, screening, sample collection, adherence monitoring, a demonstration/ role play mode may be adopted.

The duration of training content including discussions/ demonstrations/ role play, pre/post training assessments, is expected to be completed 6 hours. The course coordinator may schedule the course in multiple sessions totaling to this duration as appropriate.

Pre-training Preparation

Before starting a batch of training, the following preparations need to be completed.

  1. Creation/ confirmation/ Issue of Ni-kshay Usernames to the Health Volunteers
  2. Preparation of Props (Drug Blister packs, PWB, Specimen collection container, falcon tube, Specimen carry bags, IEC Materials)
Chapter wise Trainers notes

The course is divided into three modules, with a total of 12 chapters, each with specific learning and training objectives in alignment with the competencies of the person.   
The different scenarios and probes for the conversation and discussion have been covered in details at relevant sections. Three standard role plays have also been incorporated at the end of each module in the training course.

Session Activity Duration
Session-1 (Introduction)

Introduction and Overview of course   
(The course structure should be explained that there are 3 modules and modules are further divided into chapters)

NOTE: This session may be used as an ice-breaking session and to establish a rapport with the participants. It may also be emphasized here the importance of pre-test, quizzes and post-test assessment to successfully finish the course and obtain the certificate.

5 mins
Pre-test assessment Note: This is Mandatory before proceeding with course content 10 mins
Module 1. Basics of TB and NTEP (120 mins)
Chapter 1: Tuberculosis

Emphasis points during the session

  • burden of TB Disease in terms of new cases, deaths and suffering
  • the causative bacteria  
  • mode of transmission, progression to TB disease and the difference between TB infection and active TB disease.
  • 4 major symptoms of Pulmonary TB and how to enquire about these symptoms.
  •  Types of TB disease on the basis of sites of TB disease. The various sites of EPTB may be mentioned and explained in local language/context.   

    Post Session activity:  
  • Facilitator may ask the audience one after the other "50-Year-old ASHA died due to TB. Why did she die?". Write responses on board and classify them into biological, behavioural, socio-economic and occupational determinants.
  • Trainees may be asked about difference between TB infection and active TB disease.
  • Ask any one trainee to enumerate the 4 symptoms and may ask other trainees to explain the meaning of each symptom.
30 mins
Chapter 2: NTEP

Emphasis points during the session

  • The goals of NTEP.
  • The TB Unit and its significance and the HR posted there.
  • The TB case classification in NTEP
  • The TB patient care cascade and their interaction with the health system.
  • The role of the health volunteer and Treatment Supporter in NTEP

    Post Session Activity:  

  • Ask the participants to enumerate and various stages of TB patient care ecosystem and what all activities are carried out in each of the stage.
15 mins
Chapter 3-TB diagnosis and Case Finding

Emphasis points during the session

  • Identifying Presumptive Pulmonary TB using the 4 Symptom complex of TB 
  • Process of referral for testing and specimen collection and transport.
  • Discuss the video on the sputum collection.

    Post Session Activity:  

  • Ask the participants to enumerate the 4 chief symptoms of PTB and explain each of the symptom.
  • May ask one of the participants to demonstrate how they would refer a case and sample for testing.
  • Ask the participants about the dos and don'ts regarding sputum collection.
15 mins
Chapter 4: Nikshay & Treatment Supporter 

 

Emphasis points during the session

  • Nikshay portal and various features available in it which are relevant to treatment-supporters.
  • Explain the trainees the pre-requisites and process to get themselves registered on Nikshay platform
  • How they will enroll cases, request for test, and add sample details on Ni-kshay. 
     

Post Session Activity: 
1.    The Nikshay Mobile app may be demonstrated.

20 mins
Role play #1:

A short role play with the trainees to explain the process of screening and case finding, identifying the presumptive cases, and referring them to the nearest DMC for TB diagnosis. The trainer may act as the case/patient and one participant may act as an ASHA.

Scenario Brief

  • On a routine community visit, ASHA came to know about Ashish who works in a brick kiln on daily-wages. Ashish has been coughing and unexplained weight-loss for more than a month. He’s also reluctant to get tested and is relying on a nearby Pharmacist to get a cure for his long-standing cough issues.

Probes:

  • Identification of vulnerable population
  • Enquiring about the chief symptoms of Pulmonary TB and signs and symptoms of EPTB (with constitutional symptoms life fever, night sweats and weight loss)
  • Information about nearest testing facilities and process of sputum collection
  • Provision for free diagnostic and treatment services and patient support for TB patients.
  • Educating the patients and family about the signs and symptoms of TB disease and addressing their doubts and concerns.
  • How the enrolment, referral for testing and sample is collected and transported through Ni-kshay
10 mins
Quiz #1 The participants need to attempt the quiz based on training content covered in Module 1. 
Participants should complete the quiz before moving on to Module 2. This is a pre-requisite for final certificate
10 mins
Module 2: Treatment Support and Monitoring of TB Patient (90 mins)
Chapter 5- TB Treatment and Care

Emphasis points during the session

  • Explain Drug Sensitive Tuberculosis and the treatment phases.
  • Describe the treatment regimen for Drug-Sensitive TB (DS-TB) – Adult FDC & Paediatric formulations.
  • Explain the patient flow for DSTB Treatment
  • Explain the various Adverse drug reactions and their management.
  • Explain the DR-TB and the factors that lead to development of DR-TB.
  • Explain the Adverse Drug Reactions to drugs used in DR-TB Treatment and its identification, management and timely referral to health facility. (It may also be emphasized here that the DR-TB treatment is more complex and involves more toxic drugs, hence ADRs are more frequent and there is need to identify the ADRs early and manage these at nearest health facilities/referral centre to N/DDR-TB centre.)
  • Explain the TB Infection and two therapies for TB Prevention 
     

    Post session activity:

  • Have a practical demo of the drug formulations (blister packs/ pouches/ FDCs) of an Adult and paediatric DSTB Treatment regimen.
  • The participants may be asked to enumerate common ADRs to first/ second-line anti-TB treatment and subsequent action by Health Volunteer.
  • May ask about the options for TPT regimen
40 mins
Chapter 6- Treatment Adherence

Emphasis points during the session

  • The meaning and importance of Treatment Adherence.
  • The various options available to record patient adherence.
  • Monitoring of adherence in Nikshay
  • The recording of adherence and missed dose in Nikshay portal.
  • The role of Health Volunteers in TB Treatment and care.

Post session activity:

  • One-two participants may be asked about how they enquire about adherence to TB patients. 
  • Adherence recording and monitoring can be demonstrated through Nikshay app or through videos)
30 mins
Role play #2:

Scenario 1: Mr Ashish who is diagnosed with TB has been initiated on first-line ATT. He was hesitant to start treatment after learning about his TB disease. He lives in an over-crowded chawl with poor hygiene. 
ASHA visits him on Day-5 after his treatment initiation. She speaks to him and convinces him to continue the treatment. She further discovers that Ghanshyam (father of Ashish) who has diabetes is also living in the same household.

Probes:
1. Whether DBT has been initiated or not
2. Identification of ADR. (The different ADRs may be explained and enquired about)
3. Importance of adherence
4. Contact tracing also needs to be carried out
5. TPT and its eligibility.
6. Counselling about TB to Ashish and his family.
7. The need to control blood sugar of Ghanshyam

Scenario: 2: ASHA visits Ashish’s house after 7 weeks after his treatment initiation. He is now feeling healthy. His TB symptoms have subsided and he has gained weight. He is now thinking about taking up some construction work in some far off place in Mumbai.

Probes 
• Identification of ADRs if any
• Change in weight and accordingly change in dosages.
• Importance of follow-up at DMC for end of IP lab investigation.
• The option of transferring the treatment centre for TB care and management. 
• Importance of adhering to the ongoing treatment and recording it electronically.

Key message at the end of role play :
In the form of summary and important areas to be covered while visiting a patient after his treatment initiation. Need to take healthy food and even if they feel healthy, they shouldn’t stop the treatment

10 mins
Quiz #2 The participants need to attempt the quiz based on training content covered in Module 2.  
Participants should complete the quiz before moving on to Module 3. This is a pre-requisite for final certificate
10mins
Module 3: Patient Support (120 mins)
Chapter 7 - Public Health Action

Emphasis points during the session

  • The concept of Public Health action
  • Various components of PHA carried out under NTEP for a diagnosed TB patient
  • The contact tracing and investigation carried out for TB patient under NTEP
  • Tasks are carried out by Health Volunteers on home visit to a TB patient
  • The meaning of Treatment Supporter and who qualifies to be TS to a TB patient

Post Session activity

  • Ask the participants to enumerate the 6 public health actions that are carried out after the TB Notification
  • Ask other participants to explain each of the PHAs
25 mins
Chapter 8: TB Arogya Sathi Application

Emphasis points during the session

  • Explain the trainees about the TB Arogya Sathi Application, its multilingual interface, various information available in it and how TB patients can use it to mark their adherence in it and see their DBT status in the application.

    Post Session Activity:

  1. The TB Arogya Sathi App may be demonstrated to participants or videos can be displayed at the end of session.
  2. The use of TB Screening tool in TB Arogya Sathi app may be demonstrated and the utility of this tool in enrolment of presumptive TB. 
  3. Participants may be asked to demonstrate the use of application and clear their doubts.
20 mins
Chapter 9- Counselling
  • Explain the importance of TB awareness generation in community and how it is carried out in community
  • Describe counselling for TB patients, at what stages it is carried out and what components are explained during different stages of TB treatment and care
  • Explain Do's and Don'ts for Patient Communication
  • Explain Nutritional Counselling and its importance related to TB patients

Post Session activity

  1. Give the participants different scenarios(Like pre-treatment/During treatment/post-treatment) and Ask the different participants about the components of counselling at different scenarios
20 mins
Chapter 10- Social inclusion and wellness activity
  • Explain about the Stigma and discrimination faced by TB patients and its adverse effects at individual level and community level.
  • Explain the gender aspects of TB and hoe to address gender inequalities.
  • Explain about various wellness activities meant for TB patients
20 mins
Chapter 11: Community Engagement
  • Explain the meaning of community engagement and its importance in TB care.
  • Explain about the various strategies of Community engagement in NTEP
  • Explain about the TB champions.
  • Explain the role of HVs in Community engagement.

Post Session activity

  • Ask the participants, in what ways the TB Champions help the TB patients
20 mins
Chapter 12: Linkages to Social Support Scheme
  • Explain the meaning of DBT
  • Explain the DBT schemes in NTEP including NPY, Tribal SS, TS honarium and incentives for notifications and outcomes
  • Explain the various criteria for availing DBT Scheme benefits under NPY
10 mins
Role play #3:

Scenario: 

A newly diagnosed TB patient initiated on treatment comes to his hometown for home based care and treatment. ASHA worker visits his home to verify his address and upon enquiring with neighbours she learnt that Ashish is being stigmatised for contracting TB and his family is being discriminated against. Now ASHA has to give correct information regarding TB to the neighbourhood.

Probes: 
Correct information about TB 
Appreciation for Ashish to initiate the treatment early. 
Motivating the community to support Ashish and his family. 
Counselling to Ashish and his family to prevent TB infection. 
Complete PHA 
Precautions to be taken while visiting a TB patient’s home

15 mins
Quiz #3: Post - Test

All module content will be covered in this quiz. 

Completion of this final quiz successfully, along with the two quizzes in-between the course is mandatory for certificate generation   

10 mins
 

 

Roles and responsibilities of Key Stakeholders  

Please refer to the general roles of various stakeholders for training of Health Volunteers (click here). 

Apart from these general roles, the state NHM has an important role to play in the training of Health Volunteers, especially those who are ASHAs in the state. The state NHM needs to ensure that all the ASHAs are being trained on TB and NTEP as per the standard training content. The state ASHA cell at the NHM, should ensure that the following steps are being taken:

  • Support STDC/ STC in planning the training and inclusion in PIP 
  • Prepare and share the list of ASHA’s in the prescribed format with the respective STDC Team
  • Guide and provide directives to the respective District/ Blocks to deploy ASHA’s along with concerned supervisors to ensure active participation.
nitin.solanki

Competencies of the Health Volunteer

Competencies of the Health Volunteer

The following nine competencies are important to a health volunteer -

Sr No Competency Description/ activities pertaining to the said competency  Assessment of competency
1 Talk about TB
  • Provide correct information about TB to anybody that (a) It is curable, (b)symptoms of TB, (c) Diagnostic services available in the health facilities, (d) Prevention of TB (Ventilation, Cough etiquette, TB Preventive Therapy)
1. Observe the health volunteers talking about TB during home visits
2 Screen for TB using the 4 symptom complex
  • Identify individuals with high vulnerability to develop TB/TB Infection.
  • Screen them using 4 symptom complex and identify "presumptive TB." 
  • Identify individuals eligible for TB Preventive Therapy/ testing for TB Infection
1. Observe a health volunteer screening for TB during home visits
3 Refer for diagnosis to the nearest TB Testing Centre.
  • Counsel the people with presumptive TB/ eligible for TBI testing to visit the nearest health facility.
  • Refer presumptive TB/those eligible to be tested for TBI to the nearest health facility.
  • Document the same in Ni-kshay using the Treatment Supporter login credentials
1. Observe a referral process during the home visit, including recording of the information in Ni-kshay
4 Collect the sample from a presumptive TB and transport it to the testing facility
  • Educate the eligible regarding how to collect good quality sputum.
  • While following Infection Prevention & Control measures, collect the samples, label and transport it.
1. Check with the laboratory regarding the quality of samples collected by the health volunteer
5 Provide Treatment adherence Support for TB Treatment and TPT*
  • Provide treatment adherence support to the persons affected with TB/ people taking TPT.
  • Document the adherence in Ni-kshay using treatment supporter login credentials
1.  Review Ni-kshay / Treatment cards for Adherence scores of presently linked patients
2. Interview patients to check the kind of support they received
6 Counsel people who are on TB treatment/TPT and their family*

 
  • Counsel people on treatment for TB/ preventive treatment regarding (a) treatment adherence,(b) nutrition, (c) ADR, (d)addressing stigma, (e) infection control measures, f) social welfare measures
1. Interview with health volunteers to  understand the current practice.
7 Detect Adverse Drug Reactions and Refer them for timely for management*
  • Detect common ADRs among the people taking anti-TB treatment/ TPT.
  • Refer them timely to a health facility for management of ADR
1. interview the linked patients regarding how ADR was managed for them.
8 Perform post-treatment follow-up*
  • Follow up the people who completed TB treatment/TPT every six months and screen them for TB disease
1. Check whether previously linked Treatment completed patients have all their post treatment follow up due completed.
9 Use Ni-kshay for performing the actions related to the above
  • Using Ni-kshay, screen, refer for testing, collect and dispatch samples, record and monitor treatment adherence, record ADR, view DBT statuses
Check ability to login, enrol and refer patients to health facilities, sample collection and transportation and also mark treatment adherence in Ni-kshay during patient visit.

The five (first four and last one) are core competencies of all volunteers while the remaining four (marked with *) are core competencies only if the volunteer acts/ intends to act as a treatment supporter.

The knowledge and training related to these competencies will be provided through the Course for Health Volunteers on NTEP and assessed through the pre and post-test assessments/ quizzes.

Competency assessment needs to be done periodically (once in two years) or at the time of registration or initiation of the treatment regimen.

Shahnawaz

Trainers' Guide for LT (Microscopy & NAAT)

Trainers' Guide for LT (Microscopy & NAAT)

1. Introduction

The purpose of this document is to provide the course coordinators and trainers for the “Course for Lab Technicians (Microscopy & NAAT) on NTEP” guidance for planning and executing the training. The targeted trainees for this course would be:

    Laboratory technicians (Microscopy & NAAT) working under NTEP (program staff and General health system staff)

 

This training may be provided by utilizing the blended approach where a mix of training methods and modes will be used to deliver content. This would include either in-person/ virtual training or facilitator led/ Self learning/ demonstrations/ practical exercises. Training sessions which require hands-on training will be conducted only in a physical setting. Keeping in mind the aforesaid best practices of the Modernised Training System, each State may decide to choose the approach which is most suitable for their State.

For virtual sessions, the trainees will be going through the online content, and attempt quizzes after each module. An instructor-led session will also be conducted at the end of each module. This will help the trainees for better clarification of contents and to address the queries and doubts. 

For the training areas which require hand-holding of trainees like demonstration of processes- Specimen collection and transportation, smear microscopy, Using different NAAT, patient workflow in Ni-kshay, maintaining Lab Supplies, etc in-person training sessions need to be conducted.

The training course content has  modules and 56 chapters. Based on different modalities used for the training, the training delivery should take at least 45 hours.

For the purpose of assessment of trainees, a pre-test before the beginning of training, interim quizzes at the end of each module and a post-test at the end of training has been configured in the course content. The certificates are auto generated for the trainees in their LMS account on successful completion of post-test and their performance in interim quizzes.

The training of LTs needs to be conducted at DTC where the required lab facilities are available.

The batch size for Physical Session should not be more than 7 participants and not more than 15 participants for virtual sessions.

2. Training curriculum / Agenda

 Sr. 

Module  

Chapters 

Training Modality 

  1. Duration 

(Hrs) 

BASICS OF TB AND NTEP 

  1. EPIDEMIOLOGY AND BURDEN OF TB
  2. NTEP
  3. GENERAL CONCEPTS IN TB CARE IN INDIA
  4. TB AROGYA SATHI APP

Virtual

4

 

 

TB DIAGNOSIS AND CASE FINDING

  1. DIAGNOSTIC TECHNOLOGIES
  2. DIGNOSTIC NETWORK AND HIERARCHY
  3. APPROACHES TO TB CASE FINDING
  4. TB CASE FINDING IN NTEP

 Virtual

4

3

Specimen collection and Transportation

  1. General concepts in specimen collection & transportation
  2. Packaging & dispatching sample to a C&DST lab
Physical

2


 

4

Smear Microscopy

  1. Collection & Storage of Good Quality Specimen
  2. Sputum Smear Preparation
  3. Preparation of Staining solutions
  4. Staining Sputum Smear
  5. Reading Smear and Reporting Microscopy results
  6. Maintaining Supplies of Lab consumables at DMC

 Physical

8

5

CBNAAT

  1. CBNAAT as a Rapid Molecular Diagnostic tool
  2. Sample processing for CBNAAT
  3. CBNAAT Result Interpretation and recording.
  4. Troubleshooting in CBNAAT
  5. Maintenance of CBNAAT

 Physical

8

Truenat

  1. Truenat as a Rapid Molecular Diagnostic Test
  2. Specimen processing for Truenat
  3. Truenat result Interpretation and recording.
  4. Troubleshooting in Truenat
  5. Truenat Instrument maintenance and record keeping.

 Physical

8

7

Ensuring Smooth functioning of Lab Services

  1. Biomedical waste management in a microscopy lab
  2. Biomedical waste management in CBNAAT Lab
  3. Biomedical waste management in Truenat lab
  4. Record maintenance
Physical

2

8

Ensuring Quality Microscopy

  1. General concepts in quality assurance
  2. External quality assurance 

 Physical

3

9

Infection Prevention and Control [IPC]

  1. General concepts in IPC
  2. Airborne Infection Control
Virtual

1

10

TB TREATMENT, FOLLOW-UP AND PUBLIC HEALTH ACTIONS

  1. GENERAL CONCEPTS IN TB TREATMENT
  2. TB TREATMENT INITIATION AND FOLLOW-UP
  3. TB PREVENTIVE TREATMENT
  4. PUBLIC HEALTH ACTION
  5. TB & Comorbidities and special situations
  6. TREATMENT ADHERENCE

 Virtual

3

9

INTERACTING WITH PATIENTS

  1. COUNSELLING FOR COLLECTING SPUTUM SPECIMEN
  2. COMMUNICATING RESULTS TO THE PATIENT
  3. COUNSELLING THE TB PATIENTS
  4. STIGMA, DISCRIMINATION AND GENDER SENSITIVITY

 virtual

3

 

3. Trainers

         For this course, following personnel may be appointed as the trainers

  • DTO
  • STLS

 Eligibility -

Trainers are selected based on their ability to conduct training in an interactive and interesting manner. They must possess strong knowledge about TB laboratories and related processes in NTEP. The Trainers should have completed the ‘Course for LT(Microscopy & NAAT) on NTEP’’.  The Trainers should be well versed with the IT systems such as, Zoom (for video conferencing), Swasthya-eGurukul (Learning Management System) and Nik-shay. The Trainers need to go through the Chapter- wise Training Guide for this Course, provided as an Annexure

Chapter wise detailed instructions for Trainers 

The aim of providing chapter-wise detailed instructions provides the Trainers with the following:

  • Module-wise and Chapter-wise, modality that may be adopted (virtual/ Physical/ In-person)
  • The estimated time to complete the content.
  • The key messages that a trainer should emphasize upon, while delivering the training
  • The activities which should be conducted at the end of each chapter / session to ensure learning effectiveness. This may include asking specific questions, demonstrating processes, discussing various forms and equipment. If any Module specific physical visits are required to be conducted, such details are also provided here. 

This guiding document will also aid in bringing uniformity with respect to the content and quality of training conducted across the entire state and nation.

 

Module 1: Basics of TB and NTEP                                              Virtual Session (4 hours)

Chapter 1.1

TB & TB Epidemiology

Virtual Session (60 min)

Emphasis Points

  • Differences between TB Infection and active TB Disease
  • TB has many determinants- behavioral, socio economic, biological
  • Vulnerable population for TB
  • Concepts of TB Notification Rate and TB Incidence Rate

Post Session Activity

  • The participants may be asked to (i) enumerate the various determinants of TB and (ii) difference between TB Infection and TB Disease 
  • Give an exercise to calculate the Notification rate of a TU. In a TU with a population of 2 lakhs, 100 TB cases were diagnosed and reported during the year 2022.. A total of 90 people with TB were initiated on treatment, 5 died and  2 migrated  before initiation of treatment.and 3 could not be contacted at all. What is the annual TB notification rate for that TU in 2021? [ Answer: 50 per lakh]
  • Discuss - Can we call the above obtained Notification figure as the incidence of TB in that TU? If not Why? [Discussion Points: Notification and Incidence are not the same. Notification includes all diagnosed TB cases and reported to the system. It includes both new and previously treated cases. There may be cases diagnosed, but not reported. It is possible that there will be cases in the community not diagnosed at all.]    

Chapter 1.2

NTEP

Virtual Session (45 min)

Emphasis Points

  • Explain what India is committed to achieve in 2025 in relation to SDG related to ending TB. Clarify that the country has preponed the 2030 SDG targets related to ending TB to 2025.
  • Organizational structure of NTEP with broad functions of each institution (state level and below)
  • Different stages in the patient’s life cycle need to be explained in detail and emphasis on the concept of continuum of care from ‘presumptive TB to post treatment follow up’.
  • Concepts of ‘’Standards of TB Care’’ as a minimum set of care that every citizen in India should receive irrespective of where he/she seeks care from

Post Session Activity

  • Discuss- ‘What India is committed to achieve in 2025 in relation to ending TB?’’ [Clarify that the country is only trying to achieve the SDG goals related to Ending TB]
  • Discuss- ‘Can Medical College be a PHI?’

Chapter 1.3

Integration of NTEP with Health System  

Virtual Session (30 mins)

Emphasis Points

  • Need for integration of NTEP with the general health system & NHM and how that integration is envisioned. 

Post Session Activity

  • Discuss - "What are the opportunities available to NTEP through Health & Wellness Centers? How could that be materialized’?

Chapter 1.4

Patient Management

Virtual Session (60 mins)

Emphasis Points

How the information of patients are managed through Ni-kshay (Enrollment, Request for Test). 

Post Activity Session

Call two participants to demonstrate how they (1) enroll a subject and (2) request for Test in Ni-kshay

Make all participants to view their task list in Ni-kshay and discuss how they are going to use the feature

Module 2

TB Diagnosis and Case Finding

Virtual Session (4 hours)

Chapter 2.1

Diagnostic Technologies

Virtual Session (30 min)

Emphasis Points

  • Names of different tests, their uses, advantages and disadvantages

Post Session Activity

  • Ask what are the advantages and disadvantages of FL- LPA over NAAT?

Chapter 2.2

Diagnostic Network & Hierarchy

Virtual Session (30 min)

Emphasis Points

  • Network and hierarchy of laboratories and their basic role

Post Session Activity

  • Ask “ how many sputum collection and transportation facilities are there in their concerned TU? Make one participant explain how it functions and what are the benefits out of it”?- Bring out the following benefits (1) prevents leaks in cascade of care (reduce loss from presumptive TB identification to TB Testing)  (2) minimizes patient inconveniences (3) minimize patient Turnaround Time (4) reduce out of pocket expenditure (5) helps in infection control as people with symptoms need not travel

Chapter 2.3

Approaches to TB Case Finding

Virtual Session (30 min)

Emphasis Points

  • Differentiate between screening and testing. 
  • The three approaches may be discussed by giving suitable examples to fit into the three scenarios

Post Session Activity

  • Discuss the following scenarios and ask the participants which case finding those are

(i) Screening for active TB in a Diabetic Clinic & testing those who screened positive

(ii) Screening for active TB in an elderly home & testing those who screened positive

(iii) Screening for active TB in cancer wards & testing those who screened positive

Chapter 2.4

TB Case Finding in NTEP

Virtual Session (30 min)

Emphasis Points

Diagnostic algorithm for Pulmonary TB- Role of Chest X ray as a screening tool and the need to complete the diagnostic algorithm.

Classification of TB on the basis of site,diagnosis, drug resistance

 

Post Session Activity

 Discuss: “What proportion of presumptive TB patients in your TU completes the diagnostic algorithm? What are the implications if the people are not completing the diagnostic algorithm?”

 

Chapter 2.5

Active Case Finding Campaign

Virtual Session(45 mins)

Emphasis Points

Step by step process in planning and execution of an ACF campaign with special emphasis on identification of target population, need for micro planning and need to prevent the leaks in the cascade of care.

Post Session Activity

Discuss how they monitor the ACF in their TU against ‘Cascade of Care? What are the measures they undertake to prevent the leaks in ‘’Cascade of care’’? 

Module 3: Specimen collection and transportation Virtual Session 

(Physical Session: 2 hour)

Chapter 3.1 

General concepts in SCT

Virtual (45 mins)

Emphasis Points 

  • Need for transportation of specimen.
  • Modes of transportation employed.
  • The Process of Sputum collection
  • Requirement for Cold chain
  • The different items may be shown. 

Post Session Activity 

  • The participants may be asked to identify different items and the specification- Eg Thermocol box size, falcon tube size, etc. 

Chapter 3.2

Packaging and dispatching a sample to a C&DST lab 

Virtual (45 mins)

Emphasis Points 

  • Triple layer packaging, cold/cool chain; specimen transport carriers-technical specifications and labeling; dispatch of samples-Ni-kshay 

Post Session Activity 

  • One participant may be asked to add test request(dispatching the sample to CDST lab) in Ni-kshay
  • Few participants may be asked to demonstrate the triple layer packaging on negative sample/distilled water.

Module 4: Smear microscopy: Physical Session (8 hours ) 

 

Chapter 4.1 

Collecting and storage of good quality specimen 

Physical (45 mins)

Emphasis Points 

  • Necessary steps in accepting request for TB test; Explain spot and morning samples, necessary steps during specimen receipt at laboratory, storage

Post Session Activity 

  • Role play to collect two specimens-patient education, dispensing sputum cup, labelling etc.

Chapter 4.2 

Sputum smear preparation 

Physical (60 mins)

Emphasis Points 

  •  Steps involved and their details; Do’s and Don’t to be highlighted at each step
  • Emphasis to be given to prepare smear within 6 inches of burning spirit lamp and using other AIC measures (Direction of airflow, position of exhaust fan with respect to working station.

Post Session Activity 

  • May ask the different trainees to enumerate the different steps involved in Smear Microscopy.
  •  May ask the details of individual steps from different participants.
  •  Demonstrate good smears, smear thickness to visualize print through it
  •  

Chapter 4.3 

Staining sputum smear  

Physical (60 mins)

Emphasis Points 

  • Describe staining process-ZN, FM; properties of well stained slide-ZN/FM, importance of quality stains and staining process

Post Session Activity 

  •  Demonstrate the  well stained slides-ZN/FM (dark room)

Chapter 4.4 

Reading smear and reporting microscopy results  

 Physical (45 mins)

Emphasis Points 

  • Steps involved; focusing slides, 
  • different objective lens, 
  • paper based reporting in Lab register
  • Digital reporting in Ni-kshay Diagnostic Module

Post Session Activity 

  • Worksheets to demonstrate and fill paper-based records;
  •  Demonstration on Ni-shay Diagnostic Module(Demo) 
  • May ask one of the participant to generate the DMC register

Chapter 4.5 

Maintenance of microscope 

Physical (30 mins)

Emphasis Points 

  • Elaborate why storage is essential, steps in cleaning, storage and maintenance of microscope, AMC, troubleshooting. 

Post Session Activity 

  • Demonstrate cleaning of the microscope
  • May also ask some of the participants to demonstrate the handling and storage of microscope. 
  • May also ask the participants about the different problems encountered while handling the microscope and other participants about the causes and the other set of participants about the solutions/ways to fix.

Chapter 4.6 

Maintaining Supplies of Lab Consumables at DMC; Consumables required at DMC. 

Physical (60 mins) 

Emphasis Points

  •  Elaborate on consumables requires for sputum collection, slide preparation, staining and examination; stock registers; Technical specifications; Indenting supplies; Preparation of stains-ZN and FM

Post Session activity

  •  Exercise on inventory management for laboratory consumables
  • Some participants may be asked to prepare the reagents following the instruction of the trainer. 
  • The stock register may be shown and some participants may be asked to explain the information fields. 

Practical Exercise

The practical exercise should include the demonstration by the trainer first and then practical demonstration by the trainees should follow.

 

Formation of batches: Depending on the availability of infrastructure (Like Size of the room/lab, availability of microscopes, availability of Truenat/CBNAAT machines and the modules therein). 

Planning of exercise- The exercise should suitably be planned well in advance involving the lab technicians and other trainers.

Setting of training hall/Lab- 

  • The Laboratory should be suitably equipped to demonstrate the various equipment, consumables. Requirement of equipment, supplies, reagents, samples, etc should be communicated to the lab incharge beforehand and same should be arranged before the start of the training.

  • The unnecessary items should be removed from the workstation before the training session.

  • The biosafety precautions should be followed meticulously during the demonstration. The spill management kit, etc should be In place to deal with any contingencies.

 

Workflow:

Smear Microscopy: 

CBNAAT:

Truenat:

 

 

 

Module 5: CBNAAT (Virtual session XX min)

Chapter 5.1 

CBNAAT as a rapid molecular diagnostic tool 

 

Emphasis Points 

  • Key components of CBNAAT, 
  • process overview of CBNAAT
  • consumables required; 
  • in-built controls, 
  • other CBNAAT tests

Post Session Activity 

  • The CBNAAT machine may be demonstrated.
  • The participants may be asked to name and identify the different parts of the CBNAAT machine 
  • The participants may be asked to identify the different consumables and ways to handle it.
  • May ask the different tests that can be conducted using the CBNAAT equipment

Chapter 5.2 

 

Sample processing for CBNAAT  

 

Emphasis Points 

  • Importance of complete sample liquefaction; 
  • processing for EP samples

Post Session Activity 

  • Demonstration of sample processing

  • CBNAAT cartridge loading may be demonstrated to the participants.


 

Chapter 5.3 

 

CBNAAT result interpretation and recording 

 

Emphasis Points 

  • Visualization of results;
  •  Interpretation; 
  • Non-conclusive results-retesting procedure; 
  • Recording of results in paper based register and in Ni-kshay

Post Session Activity 

  • Discussion on need for new sample/use of left over sample for retesting

Chapter 5.4 

Troubleshooting in CBNAAT 

 

 

Emphasis Points 

  •  Interfering substances, 
  • Troubleshooting-errors, invalids, hardware problems, test failure without error codes; data backup should be discussed

Post Session Activity 

  • Discuss what troubleshooting is possible in the lab and when technical support is required from the vendor

Chapter 5.5 

Maintenance of CBNAAT 

 

 

Emphasis Points 

  • Need for maintenance, frequency, materials required

Post Session Activity 

  • Prepare and fill log for daily, monthly maintenance

Module 6: Truenat (Virtual session XX min)

Chapter 6.1 

Truenat as a rapid molecular diagnostic test 

 

Emphasis Points 

  • Context setting and the relevance of the technology.
  • Emphasis that it is an indigenous technology and focus of programme to adopt this technology  
  • Components of Truenat workstation, consumables required, process overview, inbuilt controls
  • Storage conditions of the consumables also need to be discussed

Post Session Activity 

  • The different components may be shown and the importance of each part/component may be discussed
  •  Exercise on forecasting laboratory consumables 
  • The participants may also be asked to explain the Truenat cartridge and importance of different chambers

Chapter 6.2 

Specimen processing for Truenat

 

Emphasis Points 

  •  Importance of cleaning the workstation daily before and after starting the work
  • Importance of sample pre-treatment, liquefaction, processing EP TB samples; DNA extraction; Amplification and Detection
  • importance of complete liquefaction
  • emphasis on critical steps in DNA extraction

Post Session Activity 

  • One participant may be asked to demonstrate the cleaning the workstation(Unidirectional cleaning)
  • Demonstrate the different steps involved in the specimen processing;
  • Discussion with the participants about the Dos and Donts during the specimen processing

Chapter 6.3

Testing using the Truenat

 

Emphasis points

  • The different processes should be explained after unloading the cartridge, using autoanalyzer for MTB testing, handling elute, testing for Rif resistance.
  • Emphasis should be on the best practices.

Post session Activity

  • The test can be demonstrated using the negative sample and participants should be given the opportunity to handle the equipment under the guidance and supervision of the trainer.

Chapter 6.4 

Truenat result interpretation and recording. 

 

Emphasis Points 

  • Result visualization and interpretation; Recording-paper based & Ni-kshay

Post Session Activity 

  • How to retrieve test results should be demonstrated. 
  • Discussion on need for new sample/use of leftover sample for retesting

Chapter 6.5 

Troubleshooting in Truenat 

 

Emphasis Points 

  •  Interfering substances, Troubleshooting-errors with Trueprep and Truelab; error classification, test failure without error codes

Post Session Activity 

  • Discuss what troubleshooting is possible in the lab and when technical support is required from the vendor

Chapter 6.6 

Truenat instrument maintenance and record keeping. 

 

Emphasis Points 

Need for maintenance, frequency, materials required; data backup.

Post Session Activity 

Prepare and fill log for daily, weekly, monthly maintenance.

Module 7

ENSURING SMOOTH FUNCTIONING OF LAB SERVICES

 

Chapter 7.1

BIOMEDICAL WASTE MANAGEMENT IN A MICROSCOPY LAB

 

Emphasis point

  • Segregation of biomedical waste based on color coding of bins
  • What components should be discarded in which bag
  • Preparation and Use of disinfectants for different purposes

Post Session activity

  • Based on discussion, participants should be asked to prepare the line list of all the items to be disposed and the ideal way to dispose it
  •  Exercise on preparation of laboratory disinfectants

Chapter 7.2

Biomedical waste management in a NAAT lab 

 

Emphasis Points 

  •  Biosafety requirement; waste collection, disinfection and disposal

Post Session Activity 

  • Based on discussion, participants should be asked to prepare the line list of all the items to be disposed and the ideal way to dispose it- disinfectant type, duration, etc


Module 8: ENSURING QUALITY TB LAB SERVICES AT TDCS (Virtual session XX min) 

Chapter 8.1 

General concepts in quality assurance  

 

Emphasis Points 

  •  Need for quality, implication of false positives and false negatives, storage of slides, outline of QA processes

Post Session Activity 

  • Ask audience about issues and correction actions taken to maintain quality; 
  • List Good Laboratory Practices

Chapter 8.2 

External Quality Assurance

 

Emphasis Points 

OSE, RBRC,  

Post Session Activity 

 

Module 9: Infection prevention and control (IPC)         Virtual Session (xx min) 

Chapter 9.1 

General concepts in IPC 

 

Emphasis Points 

  • Need for IPC; standard precautions, 

  • IPC at a DMC and at NAAT sites

Post Session Activity 

  • Demonstration of Respiratory hygiene
  • Demonstration of Hand hygiene
  • A virtual audit of cleaning practices in the lab can be carried out whether the good practices are followed in the participants lab or not

Chapter 9.2 

Airborne infection control 

 

Emphasis Points 

  •  Importance of AIC in TB laboratory, hierarchy of controls

Post Session Activity 

  • Demonstrate ventilation as AIC measure
  • Ask participants what administrative measures are taken at their centre for AIC and what actions they may take. They may be asked for some commitment and timelines to follow that.

Module 10: TB treatment and care (Virtual session XX min)

Chapter 10.1 

General concepts in TB treatment 

 

Emphasis Points 

  • The treatment phases and significance of positive results for microscopy at the follow up testing
  • The importance of counseling for treatment initiation and follow up testing should be emphasized
  • Why testing is important after end of IP and CP and other follow up testing
  • Follow up-including long term follow up and the importance

Post Session Activity 

  • Discussion on need for long term follow up
  • Important components of counseling a TB patient for follow-up testing


 

Chapter 10.2 

ADR

 

Emphasis Points 

  • Identification of some common ADRs due to anti-TB drugs

Post Session Activity 

  • The participants may be asked to enlist the different ADRs

Chapter 10.3

DS-TB Treatment and care

 

Emphasis points

  • FDCs used for the treatment
  • Schedule for followup and end of treatment testing and significance

Post session activity

May clear the doubts/queries of the participants

Chapter 10.4

DR-TB Treatment

 

Emphasis points

  • What is UDST?
  • Classification of DR-TB?
  • Regimens available for DR-TB?
  • Levels of facilities where treatment needs to be initiated.

Post Session activity

  • Ask participants for doubts and help them clear those doubts 

Chapter 10.5

Adherence to TB Treatment

 

Emphasis points

  • Importance of Adherence monitoring
  • Different adherence recording and monitoring technologies

Post session activity

  • May also ask the participants about  the adherence recording in Nikshay and Tb Arogya Sathi Application

Chapter 10.6

Treatment Support

 

Emphasis Points

  • Meaning of Treatment support
  • Significance of Treatment support Plan
  • Treatment Supporter to a Tb patient 
  • Nutritional support and counseling
  • Support for de addiction
  • Free TB Services for TB patient

Post-session Activity

  • Assigning a Treatment supporter to a patient in Niskahy may be demonstrated
  • The participants may be asked to find the nearest de-addiction facilities located to their place


 

Chapter 10.7

TB and comorbidities

 

Emphasis Points

  • Bi directional screening for TB-HIV, TB-Diabetes
  • Need for screening for tobacco and alcohol use among people with TB
  • Nutritional assessment for people with TB.
  • Need for and mechanism of Linkages of people with comorbidity (HIV, Diabetes, Malnutrition, Tobacco and alcoholism)

Post Session activity

  • Ask the participants to describe the existing mechanism at their TU to screen TB among the people visiting ICTC centers - how is the screening being done? How is it  ensured that all those referred for testing have undergone testing? Discuss if there is any scope for improvement.
  • Ask the participant to describe how diabetes testing is done among people with TB in their TU? What are the steps  if a person with TB is found to have diabetes? Who and how is diabetic control ensured for that person? Discuss if there are any ways to improve. 

Chapter 10.8 

TB preventive therapy 

 

Emphasis Points 

  • Eligible people for TPT
  • Testing for TBI
  • Steps for Ruling out active TB before initiating TPT
  • Adherence monitoring and treatment support for those on TPT

Post Session Activity 

Discussions on target population and risk groups

Module 11: PUBLIC HEALTH ACTION  

 

Chapter 11.1 

Public Health Actions for TB

 

 

Emphasis Points 

  • Why Public Health actions
  • Public Health actions taken after TB notification
  • Define contact tracing and contact investigation.
  • TB education for community
  • Counselling the TB patients and their family.
  • Dos and Don'ts

Post Session Activity 

  • May ask any participant to enumerate the PHA
  • May ask participant what do they understand by a specific PHA and its importance
  • May ask the participant for what to counsel at different phases of patient care i.e Pre-treatment, during treatment and post treatment
  • A small role play or conversation to discuss about DOs and don'ts of patient counselling
     

Module 12: SUPPLY CHAIN MANAGEMENT  

 

Chapter 12.1 

SUPPLY CHAIN MANAGEMENT IN NTEP

 

 

Emphasis Points 

  • Meaning and significance
  • Broad Principles of SCM
  • Flow of Supplies in NTEP
  • Procurement, its types 
  • GeM, Direct procurement, floating tender in GeM, 
  • Buffer stock, storage norms
  • Nikshay Aushadhi
  • Indenting 
  • Receipt of Supplies

Post Session Activity 

  • May ask any participant to enumerate the the broad principles in SCM
  • May also ask one participant to show how indenting and receipt of supplies is carried out in Nikshay Aushadhi
     

Chapter 12.2 

MAINTAINING SUPPLIES OF LAB CONSUMABLES AT TDC

 

 

Emphasis Points 

  •  Lab Consumables
  • Consumables required at DMC
  • Consumables required at NAAT laboratories
  • Stock register and stock assessment at DMC

Post Session Activity 

  • May ask one participant to show how they are updating the stock register.
  •  

Module 13: Supervision, Monitoring and Evaluation

Chapter 13.1 

Supervision

Emphasis Points 

  • Meaning of Supervision
  • Objectives of Supervision
  • Supportive Supervision
  • Role of different stakeholders in Supervision at the TU level
  • Role of STLS at the DMC
  • Monitoring and Evaluation of NAAT labs
  • Quality indicators of CBNAAT and Truenat lab

Post Session Activity 

  •  

Module 14      

Private Sector Engagement

Chapter 14.1          

General Concepts

Emphasis Points

  • Why private sector engagement is important and what is the Vision of NTEP on private sector engagement

  • Explain PPSAs, Direct Option for engagement.

  • Explain STEPS

  • Emphasis on various options under partnership options

  • Regulations of Mandatory TB Notification and Schedule H1

Post Session Activity

  • Recollect Standards of TB Care in India and emphasize that the vision of NTEP with regard to private sector engagement is to ensure STCI to all patients. The choice of where to take treatment remains with the patient. Emphasize that more than the private sector, it is the NTEP who wants to engage with the private sector to ensure that all patients reaching them receive STCI.  Tell that TU is a population and ensuring STCI to all cases emerging from that population is the responsibility of STS. STS can engage the private sector to minimize his/her workload.
  • Ask each of the participants to think what model suits for private sector engagement in their TU and why
  • Discuss how information from schedule H1 could be used? (Clue: Most crucial field in the schedule H1 register is the name of the provider who prescribed it. Information from Schedule H1 register could be used to Identify the provider prescribing the anti TB drugs and prioritize for engagement, Identify missing TB cases)

Module 15

ACSM and Community Engagement

Chapter 15.1

General Concepts in ACSM

Emphasis Points

  • Differentiate clearly among Advocacy, Communication and Social Mobilization
  • Common approaches for ACSM for TB Elimination

Post Session Activity

 

Chapter 15.2

Guidelines and Protocols for ACSM activities

Emphasis Points

Organising Community Meetings, Peer group interventions, ACSM activities in schools

Post Session Activity

Discuss experiences form 1-2 participants regarding organizing community meetings

Chapter 15.3

Community Engagement

Emphasis Points

LSGs and their role in TB Elimination

TB Forums and what they can do

What role can TB Champions play?

Post Session Activity

Discuss what needs to be done to reduce stigma regarding TB in the community. Encourage everybody to discuss.

 

Abhimanyu

Competencies of the Lab Technician (LT)

Competencies of the Lab Technician (LT)

The following competencies are important to a LT 

Competency Description/ activities pertaining to the said competency  Assessment of competency
Conduct laboratory tests for TB
  • Perform laboratory tests like AFB smear microscopy(ZN, FM), and NAAT (CBNAAT/ TruNAAT) as per NTEP guidelines
  • Receive the sample in Ni-kshay/LIMS
  • Record the test results in Ni-kshay/ LIMS
1. Direct observation of LT performing the tests
2. Assess as a part of QA (OSE/RBRC) results
Educate the individuals on collecting good quality sputum
  • Educate the clients on how to collect good quality sputum (where to collect, quantity desired, when to collect and how to collect)  
1. Observe the demonstration by the LT where they educate people on the process of collecting good quality sputum.
Suggest appropriate tests to eligible individuals to detect TB/DR-TB/TBI
  • Encourage bi-directional screening for TB among high risk individuals like people living with HIV, diabetes, COVID-19, etc.
  • Identify presumptive TB , Presumptive DR-TB
  • Identify individuals eligible for TBI testing
  • Suggest NAAT/LPA/CDST to people diagnosed with TB to detect DR-TB based on diagnostic algorithm 
  • Suggest appropriate diagnostic tests, based on diagnostic algorithm
  • Request for Test through Ni-kshay  
1. Interview with LT to identify the current practices
2. Observe the actual process while being in lab
Communicate the results properly to the beneficiaries
  • Communicate results properly to the health team -Communicate results properly to the person underwent the test
1. Interview with medical officer & STS to check the communication skill of LT
Pack the samples with triple layer and co-ordinate transportation to referral laboratories
  • Perform triple layer packing, labelling and coordinate transportation of samples
1. Observe the packing process while being at laboratory
2. Interview with referral laboratory to check the quality of packing done by the particular LT
Co-ordinate for making a diagnosis and initiating a person diagnosed with TB on treatment
  • Coordinate with medical officer to establish the diagnosis of TB 
  • Coordinate with STS to initiate prescribed regimen of TB treatment.
     
1. Interview with LT to identify the current practices
2. Interview with MO and STS to check LT's ability in coordination
Train paramedical staff/ community volunteers on sample collection, packaging and transport of sputum samples.
  • Train paramedical staff/ community volunteers on sample collection, packaging and transport of sputa samples.
     
1. Interview with volunteers to check LT's ability to train
Follow Standard Infection control Procedures, and Dispose off the laboratory waste as per bio-medical waste management protocols
  • Adherence to infection control procedures (handwashing, glove use, use of PPE, airborne infection control practices, etc)
  • Ensure proper segregation, appropriate use of disinfectants, processing and disposal of lab waste material as per BMW management protocols
1. Direct observation of practices during duties, (good laboratory practices)
2. check methods of BMW management in laboratory
Raise the request for laboratory consumable stock replenishment
  • Monitor consumption trends and reagents/ supplies stock nearing expiry 
  • Coordinate with STLS for raising refill request.
  • Update stock register/ indent register
1. Review of indents
Receive the lab consumable stock to designated TB detection center (TDC)
  • Carefully review issue voucher from STLS for details of supplies, expiry, etc.
  • Follow First Expiry First Out (FEFO) principle while stocking and using the reagent/ consumable stocks, 
  • Update the relevant records 
1. Review stock register in Ni-kshay Aushadhi
Maintain reports and registers as per NTEP requirements
  • Update in Ni-kshay details of beneficiaries who underwent testing 
  • Download and maintain laboratory register from Ni-kshay
  • Maintain Quality Control Records(QCP/QCN checking records)
1. Check Ni-kshay Test records and extracted Laboratory Register for correctness, completeness and timeliness
Appropriately store consumables, slides, samples and equipment
  • Maintenance of Microscope/ CBNAAT/ TruNaat
  • Slide storage for QA
  • Storage of Biological specimen 
 
Shahnawaz

Trainers' Guide for Pharmacists (SDS & DDS)

Trainers' Guide for Pharmacists (SDS & DDS)
Introduction


The purpose of this document is to provide the course coordinators and trainers for the “Course for Pharmacists and storekeepers in NTEP” guidance for planning and executing the training. The targeted trainees for this course would be:

  • State Drug Stores Pharmacists cum storekeepers
  • District Drug Stores Pharmacists

This training may be provided by utilizing the blended approach where a mix of training methods and modes will be used to deliver content. This would include either in-person/ virtual training or facilitator led/ Self learning/ demonstrations/ practical exercises. Training sessions which require hands-on training will be conducted only in a physical setting. Keeping in mind the aforesaid best practices of the Modernised Training System, each State Office may decide to choose the approach which is most suitable for their State. 


For virtual sessions, the trainees will be going through the online content, and attempt quizzes after each chapter. An instructor-led session will also be conducted for each module. This will help the trainees for better clarification of contents and to address the queries and doubts of the training participants.


For the training areas which require handholding of trainees like demonstration of processes- like filling of forms, verification of supplies, stacking, etc. in-person training sessions need to be conducted.

Training curriculum / Agenda

Sr.

Module 

Chapters

Training Modality

Duration

(Hrs)

1

Basics of TB and NTEP

  1. TB & TB Epidemiology
  2. NTEP
  3. Diagnostic Technologies
  4. Approaches to TB Case Finding
  5. TB Case Finding in NTEP

Virtual

3 hrs

2

TB Treatment

  1. General concepts in TB Treatment
  2. DS-TB Treatment and care
  3. DR-TB Treatment and care
  4. Shorter Oral Bedaquiline containing MDR/RR-TB Regimen
  5. Longer Oral M/XDR-TB Regimen
  6. Isoniazid (H) Mono/Poly DR-TB Regimen
  7. TB Infection treatment and care
  8. Newer anti-TB Drugs in NTEP
  9. TB-Comorbidities and special situations
  10. General Concepts in Adherence Management

Virtual

3 hrs

3

General concepts and Principles of SCM in NTEP

  1. Key Concepts and Principles in SCM
  2. Drugs and consumables in NTEP
  3. Stores in NTEP
  4. Patient-wise Boxes
  5. Information Systems in NTEP SCM
  6. Roles and responsibilities in SCM

Virtual

3 hrs

(Includes 1 hr of Demonstration)

4

Inventory Management in NTEP

  1. Overview of Inventory management in NTEP
  2. Indenting and receipt
  3. Issue and consumption
  4. Reporting of Stocks
  5. Expiry Management
  6. Stocking NTEP drugs in Private sector

Physical

6 hrs

(Includes 3 hrs of Demonstration)

5

Procurement in NTEP

  1. Key concepts in Procurement
  2. Procurement Processes
  3. Government e-Marketplace [GeM]

Physical

2 hrs

(Includes 1 hr of Demonstration)

6

Logistics and Distribution of Drugs and consumables

  1. Flow of Supplies
  2. Packaging 
  3. Return and Reconstitution
  4. Transportation

Physical

4 hrs

(Includes 2 hr of Demonstration)

7

Supervision, Monitoring and Evaluation and QA

  1. Quality Assurance of Drugs
  2. Monitoring of sub-stores
  3. Store Visits
  4. Physical Verification
  5. Evaluation of Stores and Stocks

Physical

3 hrs

(Includes 2 hr of Demonstration)

Trainers 


For this course, following personnel may be appointed as the trainers

  • SDS Pharmacists
  • DDS Pharmacists (select)
  • DTO (select)
  • MO - STDC 
  • MO - STC
  • WHO-consultants


    Eligibility - 


    Trainers are selected based on their ability to conduct training in an interactive and interesting manner. They must possess strong knowledge about Supply Chain Management and related processes in NTEP. The Trainers should have completed the ‘Course for Pharmacists’.  The Trainers should be well versed with the IT systems such as, Zoom (for video conferencing), Swasthya-eGurukul (Learning Management System), Nikshay and Nikshay Aushadhi. The Trainers need to go through the Chapter- wise Training Guide for this Course.

    The training of pharmacists of District and TU level to be conducted at state level.


    It is recommended that the trainers are appointed from all regions of the State, so that subsequent refresher training can be conducted locally by these trainers.

Chapter wise detailed instructions for Trainers


The aim of providing chapter-wise detailed instructions provides the Trainers with the following:

  • Module-wise and Chapter-wise, modality that may be adopted ( virtual/ Physical/ In-person)
  • The estimated time to complete the content
  • The key messages that a trainer should emphasise upon, while delivering the training
  • The activities which should be conducted at the end of each chapter / session to ensure learning effectiveness. This may include asking specific questions, demonstrating processes, discussing various forms and equipment. If any Module specific physical visits are required to be conducted, such details are also provided here. 

This guiding document will also aid in bringing uniformity with respect to the content and quality of training conducted across the entire state and nation.

 

Module 1: Basics of TB and NTEP                                                 Virtual Session (90 min)

 

Chapter 1.1

TB & TB Epidemiology

Virtual Session (26 min)

 

Emphasis Points

 

 

Post Session Activity

  • The participants may be asked to raise their doubts/questions. 
  • The participants may be asked to unmute themselves and may be asked to enumerate the various determinants of TB, difference between TB Infection and TB Disease etc.

 

Chapter 1.2

NTEP

Virtual Session (34 min)

 

Emphasis Points

  • Different institutions may be explained and discussed with respect to its coverage geographically, its organogram, the functions that particular institution is carrying out.

 

Post Session Activity

  • The institution from which participants have come may be explained in detail and its relationship with other institutions. (e.g. District level functionaries may be asked about their relation with the state level and TU level institutions)
  • The stages in TB patient’s care cycle may be elaborated as a story with special emphasis on long term post-treatment follow-up

 

Chapter 1.3

Diagnostic Technologies

Virtual Session (16 min)

 

Emphasis Points

  • Names of different tests, their significance in Diagnostic algorithm

 

Post Session Activity

  • The consumables required for different diagnostic technologies may also be mentioned here briefly to make it more relevant for the trainees

 

Chapter 1.4

Approaches to TB Case Finding

Virtual Session (6 min)

 

Emphasis Points

  • The three approaches may be discussed by giving suitable egs to fit into the three scenarios
  • The different case definition may be mentioned.

 

Post Session Activity

  • The participants may be given the scenarios like visit to HIV Clinic, ANC Clinic, Covid clinic, OPD visit to a tertiary hospital, etc

 

Module 2

 TB Treatment

Virtual Session (203 min)

 

Chapter 7.1

General concepts in TB Treatment

Virtual Session (45 min)

 

Emphasis Points

  • The other formats like Tb Treatment Card and NTEP ID card may also be shown and the different fields along with the significance may be discussed
  • The transfer of patients on Ni-kshay also demonstrated and the impact of this transfer on the patients on the trainees may be asked first and discussed in detail
  • The importance of monitoring the transfer of the patient should also be explained

 

Post Session Activity

  • The FDCs may be shown to the trainees over camera, (Various regimens and packaging should also be shown to them on their physical visits for training)
  • The wrongly filled treatment cards may also be shown and discussed.

 

Chapter 2.2

DS-TB Treatment and care

Virtual Session (10 min)

 

Emphasis Points

  • Explain the basis of categorization of regimen i.e. age and weigt
  • Explain the significance of weight measurement of patient on every follow-up visit
  • Explain the importance of weight change and changes in regimen required.
  • The weight bands may be explained and subsequent increase in dosage required.
  • The importance should be given on the fact that weight change of the patient requires change in drug dosages and hence the practice of one time dispensation of medicines for the complete course or the complete phase should be discouraged
  • The ADRs due to DS-TB treatment may be explained and when should one seek medical attention. It should be explained to the participants that not each patient will develop ADRs and tolerance develops for the drugs with due course of treatment and when should patient seek medical care.

 

Post Session Activity

  • The participants may be asked to enumerate the ADRs and when to seek medical care
  • Some participants may also be asked – how to counsel the patient about the ADRs 

 

Chapter 2.3

DR-TB Treatment and care

Virtual Session (20 min)

 

Emphasis Points

  • The meaning of DR-TB should be explained emphasizing on the fact that that once a patient develops DR-TB, he’ll be transmitting the DR-TB to the community. 
  • The different factors that lead to development of drug resistance should be explained. The role of incomplete and inadequate treatment should be emphasized connecting it to the importance of monthly follow-up and weight monitoring. It should again be emphasized that the practice of one-time dispensation of DS-TB drug to be discouraged.
  • The different types of drug resistance may be explained with the different regimens available.
  • The need for creation of different PWBs should be explained here.
  • The MERM and its importance should be explained.

 

Post Session Activity

 

 

Chapter 2.4

Shorter Oral Bedaquiline-containing MDR/RR-TB Regimen

Virtual Session (14 min)

 

Emphasis Points

  • The salient features of regimen, its composition, the weight bands, the duration and some common ADRs of the regimen may be explained.
  • The action to be followed after ADRs identification, whom to contact need to be explained.

 

Post Session Activity

  • The regimen may be shown to the participants- over the camera
  • The composition of regimen and duration may be asked

 

Chapter 2.5

Longer Oral M/XDR-TB Regimen

Virtual Session (10 min)

 

Emphasis Points

  • The salient features of regimen, its composition, the weight bands, the duration and some common ADRs of the regimen may be explained.
  • The action to be followed after ADRs identification, whom to contact need to be explained.

 

Post Session Activity

  • The regimen may be shown to the participants- over the camera
  • The composition of regimen and duration may be asked

 

Chapter 2.6

Isoniazid (H) Mono/Poly DR-TB Regimen

Virtual Session (5 min)

 

Emphasis Points

  • The salient features of regimen, its composition, the weight bands, the duration and some common ADRs of the regimen may be explained.
  • The action to be followed after ADRs identification, whom to contact need to be explained.

 

Post Session Activity

  • The regimen may be shown to the participants- over the camera
  • The composition of regimen and duration may be asked

 

Chapter 2.7

TB Infection treatment and care

Virtual Session (14 min)

 

Emphasis Points

  • The TB infection may be explained here. The different tests available for TB infection testing may be mentioned here. 
  • The two regimens should be explained.

 

Post Session Activity

  • The regimen may be shown to the participants- over the camera.
  • The composition of regimen and duration may be asked.

 

Chapter 2.8

TB-Comorbidities and special situations

Virtual Session (26 min)

 

Emphasis Points

  • Various Comorbidities and special situations like Pregnancy and lactation may be enlisted. The significance and impact of having these comorbidities to a TB patient should be explained.
  • Bidirectional screening and its importance for HIV, Diabetes, COVID should be explained.

 

Post Session Activity

  • The details of the facilities for alcohol cessation and tobacco cessation may be shared with the participants.

 

Chapter 2.9

General Concepts in Adherence Management

Virtual Session (48 min)

 

Emphasis Points

  • What is adherence, importance of adherence, their role in adherence management, different ways of recording adherence- 3 ways(on Treatment Card by TS/STS, Self-reporting (99DOTS, MERM, TB Arogya Sathi), in Ni-kshay by TS, STS), 
  • How to assign TS and role of TS

 

Post Session Activity

  • Demonstration of the following at the end of the session:
  1. TB Arogya Sathi app and adherence recording
  2. Ni-kshay and adherence recording

 

Module 3: General concepts and Principles of SCM in NTEP             Virtual Session (114 min)

Chapter 3.1

Key Concepts and Principles in SCM

Virtual Session (33 min)

 

Emphasis Points

  • Explain the flow of supplies through different tiers in SCM
  • various types of drugs with emphasis on Minimum & Maximum stock, Buffer stock and its significance. May be explained by giving suitable examples from the local context and stories.
  • Situational examples and past experiences to be shared, explain the various stocks like lost in transit, quarantine, substandard etc.
  • The drug distribution flow and Stock types may be explained through a storyline (i.e. Some quantity of stock was transferred to State- in the transit some got damaged, some was quarantined for testing, and so on
  • Identification of short expiry drugs and broad principles of management of Short expiry drugs. Outline the principle of FEFO and its scenario-based usage
  • Indicating the various stocking points along with the purpose of respective stores.

 

Post Session Activity

  • The participants may be asked about the significance of SCM in their own words to check their understanding and their role clearly in the SCM
  • To ask what will happen if SCM is not maintained efficiently
  • Situational based examples for different types of stocks may be asked 

 

Chapter 3.2

Drugs and consumables in NTEP

Virtual Session (14 min)

 

Emphasis Points

  • The different drugs and consumables handled by different stores may be shown over the camera or the images of the commodities may be flashed
  • These supplies should be arranged beforehand by the trainer and should be present on the demonstration table
  • The lab consumables handled by the respective store (by the trainees) and the importance of maintaining the efficient supplies of lab consumables
  • The consequences of poor SCM of lab consumables should also be explained

 

Post Session Activity

  • Different Drugs and consumables may be shown over camera/physically
  • The participants may be asked to identify the different supplies by asking them to unmute themselves
  • Various registers and forms may also be displayed and brief intro about it may also be mentioned.

 

Chapter 3.3

Stores in NTEP

Virtual Session (14 min)

 

Emphasis Points

  • Different stores at State, district, TB, PHI may be explained ( Covering its geographical coverage, the infrastructure requirements, HRs posted there and the functions carried out by the respective stores.

 

Post Session Activity

  • The trainees may be asked about the existing gaps in stores with respect to stores infra, and the gaps in functioning of stores which are under their jurisdiction

 

Chapter 3.4

Patient-wise Boxes

Virtual Session (29 min)

 

Emphasis Points

 

 

Post Session Activity

 

 

Chapter 3.5

Information Systems in NTEP SCM

Virtual Session (10 min)

 

Emphasis Points

  • Ni-kshay Aushadhi and its significance,
  • Detailed discussion on the Dashboard and various reports available in the Ni-kshay Aushadhi

 

Post Session Activity

  • Demonstration of the demo version of the portal and the navigation through it to discuss the different dashboard and its significance, generation of different reports
  • Data to be fetched from Dashboard / various reports of Ni-kshay  to be shown and participants may be asked to give their observation

 

Chapter 3.6

Roles and responsibilities in SCM

Virtual Session (14 min)

 

Emphasis Points

  • Explain the roles and responsibilities of different HR involved associating it with the functions of the stores
  • Explain the importance and role of Pharmacists in NTEP emphasis on SCM, stock-keeping, and expiry management and use of Ni-kshay Aushadhi

 

Post Session Activity

  • Some of the participants may be asked to enumerate the roles of the position they are holding

 

Module 4: Inventory Management in NTEP                      Physical Session (125 min)

Chapter 4.1

Overview of Inventory management in NTEP

Physical Session (8 min)

 

Emphasis Points

  • Explain about the concept and the significance of it. discuss the process involved therein and significance of each step and also associate it with their role (trainees role in inventory management)
    discuss the different stocking norms at different levels and importance of it (norms at a particular level and why)

 

Post Session Activity

  • Different scenarios from daily life may asked to shared
  • Essentials for Robust Supply Chain
  • Situational questions may be asked to participants

 

Chapter 4.2

Indenting and receipt

Physical Session (24 min)

 

Emphasis Points

  • Types of method to be explained (Quarterly/ ADR along with its significance
  • The different process involved in Indenting of supplies should be explained in detail giving example of drugs or any other supplies.
  • Various sources of receipt to be indicated along with the purpose of them
  • Steps to be followed physically to be explained 
  • The storytelling methodology may be adopted - where to request supply, supplies come from where, what to do in receipt of supplies and how to record the process in Nikshay Aushadhi
  • Step wise procedure in Ni-kshay Aushadhi for receipt to be shown

 

Post Session Activity

  • Demonstration of the indenting in Ni-kshay Aushadhi, The processes of requesting supplies in Ni-kshay Aushadhi.
    The recording of receipt of supplies from different stores should be demonstrated in Ni-kshay Aushadhi.
  • After the Module all the process should be demonstrated to the participants on live supplies- like checking for documents, inspection, check for damaged stocks, acknowledgement , followed by documenting in Ni-kshay Aushadhi (recording and reporting) for the said supplies.

 

Chapter 4.3

Issue and consumption

Physical Session (48 min)

 

Emphasis Points

  • Various sources to explained 
  • Essential steps  required to be taken up by the Pharmacist upon the issue of
  • Various methods for issue of drugs to be explained, with emphasis on the scenarios where these methods to be used

 

Post Session Activity

  • Demonstration of the issuing of supplies in Ni-kshay Aushadhi, The processes of issuing supplies in Ni-kshay Aushadhi.
  • The recording of issue of supplies to different stores should be demonstrated in Ni-kshay Aushadhi.
  • After the Module all the process should be demonstrated to the participants on live supplies- like checking for documents, inspection, check for damaged stocks, acknowledgement, followed by documenting in Ni-kshay Aushadhi (recording and reporting) for the said supplies. The same demonstrations to be made for issue of supplies as well.
  • The drug dispensation module may be demonstrated to the participants (in real-time while dispensing the medicines to the patient at the PHI)

 

Chapter 4.4

Reporting of Stocks

Physical Session (13 min)

 

Emphasis Points

  • Importance of forecasting and follow-up actions following forecasting.
  • Data for forecasting to be discussed with focus on the which data and from which date to be considered 
  • the need of forecasting may also be emphasized by giving the national perspective like that will happen if forecasting goes wrong and how to different levels forecast the supplies of different commodities and the factors affecting it.

 

Post Session Activity

  • Explain the participant about the consequences of not forecasting and doing it incorrectly. The participants should have clarity about the process and their role in making the process efficient
  • Hypothetically situation (excess stock, shortage and short expiry) to be created and data of stock, expiry, consumption to be given and participant may be asked to forecast the requirement for 12moths. 

 

Chapter 4.5

Expiry Management

Physical Session (19 min)

 

Emphasis Points

  • The end to end process- like what's expiry, how to identify expiry supplies, shelf-life of different supplies, forecasting of expiry drugs, reporting it and the follow-up actions to forecasting of expiry drugs including the scientific disposal of expiry drugs may be explained.

 

Post Session Activity

  • the participants may be asked to enumerate the different steps and the consequences if any of the step is not done efficiently.
  • Demonstration of whole process in Nikshay Aushadhi

 

Chapter 4.6

Stocking NTEP drugs in Private sector

Physical Session (13 min)

 

Emphasis Points

  • Importance of stocking drugs in private sector to be explained

 

Post Session Activity

  • Participants may be sked to share their methods currently being sued for stocking and recording of drugs in private sector

 

Module 5: Procurement in NTEP                                                     Physical Session (39 min)

Chapter 5.1

Key concepts in Procurement

Physical Session (13 min)

 

Emphasis Points

  • Procurement – Goods, Works and Services
  • Types of Procurement

 

Post Session Activity

  • Participants to be asked to explain procurement of goods, works and services with examples 
  • clearly set out the differences between them 

 

Chapter 5.2

Procurement Processes

Physical Session (8 min)

 

Emphasis Points

  • Type and Process of procurement to be explained 

 

Post Session Activity

  • Following the types of procurements (direct, tender, single source / sole etc, situation to be provided and participants may be asked which process to be followed and also asked to indicate the process from end to end.

 

Chapter 5.3

Government e-Marketplace [GeM]

Physical Session (18 min)

 

Emphasis Points

  • the GeM, its significance and the processes involved

 

Post Session Activity

  • Demonstration of GeM and the different processes involved for the supplies at the participants level if any.
  • Participants may be asked to explain upon the methods of evaluation, custom bids, various different options available under the GEM

 

Module 6: Logistics and Distribution of Drugs and consumables 

Physical Session (89 min)

 

Chapter 6.1

Flow of Supplies

Physical Session (23 min)

 

Emphasis Points

  • Explain the difference in flow of DS-TB drugs and flow of DR-TB Drugs, flow of Bdq and Dlm need to be explained separately. Flow of supplies of CBNAAT cartridges and Truenat chips may be explained in state-specific context.

 

Post Session Activity

  • The participants may be asked to discuss the issues they are facing in the supplies and solutions may be suggested.

 

Chapter 6.2

Packaging

Physical Session (35 min)

 

Emphasis Points

  • The importance of packaging, specifications, labelling requirement, packaging instructions, preparation of PWB for different regimens and its recording in Nikshay Aushadhi should come out clearly. 

 

Post Session Activity

  • The different PWBs (physically) may be shown to the participants along with the constituents (with attention on the details of specification of boxes, labelling of boxes).
  • The recording of the whole process in Nikshay Aushadhi (PWB prep in real-time may also be demonstrated)

 

Chapter 6.3

Return and Reconstitution

Physical Session (18 min)

 

Emphasis Points

  • The overview of the process and importance of it.

 

Post Session Activity

  • Participants may be asked about the circumstances when return and reconstitution is carried out
  • Demonstrate the entire process in Nikshay Aushadhi
  • Situational Questions may be asked about Bdq and Dlm return and reconstitution.( Eg 10 Bdq tablets need to be returned- the process of return and reconstitution may be discussed)
  • Some participants may share their experiences with respect to this process, the challenges they have faced and solutions may be suggested.

 

Chapter 6.4

Transportation

Physical Session (13 min)

 

Emphasis Points

 

 

Post Session Activity

  • The transportation facility available at the store may be demonstrated and the best practices may be discussed with the participants

 

Module 7

Supervision, Monitoring and Evaluation and QA

Physical Session (76 min)

 

Chapter 7.1

Quality Assurance of Drugs

Physical Session (33 min)

 

Emphasis Points

  •  Type of Quality Assurance (Pre Dispatch / Post dispatch)
  • Step to be followed for collection of sample for testing and in case of repeat testing
  • Explain the process of recording the sample collection in Ni-kshay Aushadhi

 

Post Session Activity

  • The drug collection process for testing may be demonstrated to the participants. ( One batch of any drug and take out 10 strips for testing and packing. The remaining drugs need to be put in quarantine. 
  • Demo on Ni-kshay Aushadhi  to record the transaction

 

Chapter 7.2

Monitoring of sub-stores

Physical Session (10 min)

 

Emphasis Points

  • Explain the significance of Monitoring and why it is reuired
  • Different types of Monitoring methods to be explained with examples 

 

Post Session Activity

  • Different groups may be formed, and the groups may be asked to do analysis of the reports, performance of sub-stores through Nikshay Aushadhi. 
  • The sample reports will be provided by the facilitator. The reports prepared may be reviewed jointly and follow-up actions may be discussed.

 

Chapter 7.3

Store Visits and Physical Verification

Physical Session (15 min)

 

Emphasis Points

  • Key points to be considered while visiting a store
  • Post Visit, what steps to be taken
  • What steps to be followed for conducting Physical verification and at what Intervals
  • Importance of recording of physical verification

 

Post Session Activity

  • For store visit and Physical verification, the two demonstrations may be clubbed as a single exercise. The batch may be divided into subgroups (not more than 5) and may visit different stores (SDS, DDS, TU, PHI). The participants may be asked to fill the checklist. After the visit, the checklists filled by different trainees may be evaluated and discussed. Team to propose recommendation 
  • An Audit Trail may also be undertaken by the team, one batch to be selected from SDS (preferably issued to district almost 5-6 months back). Team to visit said district and to check upon the date of receipt, documentation and to check in which district it was issued. Then team to visit said TU and again take out the trail of same batch and figure out the PHI. Similarly visit said PHI and check. Afteward, team to enlist the observations and propose recommendation if required

 

Chapter 7.4

Physical Verification[SS1] 

Physical   Session (13 min)

 

Emphasis Points

  •   What steps to be followed for conducting Physical verification and at what Intervals
  • Importance of recording of physical verification

 

Post Session Activity

  • The site may be visited and the different processes may be explained.

 

Chapter 7.5

Evaluation of Stores and Stocks[SS2] 

Physical Session (5 min)

 

Emphasis Points

 

 

Post Session Activity

 

 


 


 


 

Abhimanyu

Competencies of the Pharmacists

Competencies of the Pharmacists

The following competencies are essential to a Pharmacists

Competency Description/ activities pertaining to the said competency  Assessment of competency
Prepare the forecast/ indent requirement for various supplies 
  • Reconcile the existing stock of supplies by triangulating the records and actual stock (including own store and sub-stores/ dependent stores)
  • Compute the "estimated consumption months" of particular actual quantity (units) of stock based on consumption patterns, units of conversion/ computation, etc.
  • Estimate the requirement based on ongoing trends, anticipated changes in consumption patterns, and programme stocking guidelines for maintaining adequate stocks at different levels
  • Prepare and submit the request/intend as per forecast in the respective recording template
1. Check indent request form and Drug Requisition modules in Ni-kshay Aushadhi
Prepare the procurement request for drugs and other supplies 
  • Review forecast estimates of supplies permitted for local procurement.
  • Secure information about necessary approvals (including records of proceedings/ ROP), Technical specifications of supplies intended for procurement,
  • Submit procurement request to appropriate authority in follow-up with forecast plans
  • Contribute in preparation of procurement documents - including "bid/ tender document" (request for quotes/ proposals) based on programme specifications, and respective applicable guidelines (NTEP and State Governments), "bid evaluation report", "purchase orders", etc.
1. Check records of procurement documents namely "Tender/ bid documents", "Bid Evaluation Report", "Purchase Order", "Bill of Supplies", etc.
Issue the stock of supplies to sub stores
  • Review indent requests from sub stores -Check available stock and (forecasted requirements from other indenting units) -Follow First Expiry First Out (FEFO) principle while stocking and issuing the stocks -Updating the relevant records (physical & digital)
1. Review records of stock register and respective modules in Ni-kshay Aushadhi
Receive the stock of supplies in the store
  • Review the "issue receipt" and "actual stock to be received" for the details like quantity, types of supplies, expiry, etc. -Updating the relevant records (physical & digital copies) and stocking the received supplies as per FEFO principle.
1. Review records of stock register and respective modules in Ni-kshay Aushadhi 
Maintain the physical stock of supplies as per programme guidelines in their respective store
  • Update Ni-kshay Aushadhi and stock register.
  • Identify separate stocking areas/ shelves for respective supplies.
  • Physical stocking of supplies based on "First Expiry First Out/ Last Expiry First In" principle of stocking
1. Reviewing records of reconciliation of stock register and physical stock and Ni-kshay Aushadhi 
2. Verify the store for stocking arrangements 
Conduct periodic physical stock verification
  • Assist store in-charge for planning and executing the periodic physical stock verification (PSV) activity as per programme guidelines.
  • Review physical stocks as against the respective updated records .
  • Document and communicate the findings and actionable recommendations of PSV to relevant stakeholders
1. Review records of Physical Stock Verification (PSV) Report 
Dispose off the expired stock as per programme guidelines
  • Periodically (at least monthly) identify and label the expired stock of supplies at the store.
  • Stock the EXPIRED stock of supplies separately from main/ non-expired supplies.
  • Reconcile stocks (types and quantities of various supplies) to be disposed off with various permissible disposal methods like burning/ burial/ handing over to bio-medical waste handlers - vendors/ condemnation and auctioning, etc.
  • Reconcile the records of expired stocks and prepare disposing off request for approval from competent authority.
  • Contribute in "disposing off" process as a key committee member
1. Review records of Physical Stock Verification report, disposal (write-off) report, etc. 
2. Interview with pharmacist to understand the current practices 
Perform supportive Supervision at health facility/TU/District level
  • Plan and conduct supportive supervisory visits to sub-stores for need-based agenda (e.g., ensuring availability of adequate stocks, maintenance of stores and records, adherence to standard operating procedures, etc.).
  • Provide timely and actionable feedback to sub-stores.
  • Review actions taken with an intention to improve quality of services
1. Review of Supervisory Register at health facility 
2. Review Feedbacks (referrable mails/ letters) to districts/TU/ Health facility
Conduct the trainings on the supply chain management in NTEP
  • Conduct trainings on Course for Pharmacists in NTEP -Conduct trainings on supply chain management for all cadres
1. Interview with trainees trained by pharmacist 
2. Interview with the pharmacists to understand current practices
Counsel people affected with TB/families
  • Educate the patient and family about dosage, duration, frequency of medications prescribed for DS-TB/DR-TB/ TBI.
  • Counsel them regarding treatment adherence and adverse drug reactions during the treatment  
1. Interview patients to check pharmacist's ability to counsel

 

Shahnawaz

Trainers' Guide for STS Course

Trainers' Guide for STS Course

Introduction

The purpose of this document is to provide the course coordinators and trainers for the ‘Course for STS in NTEP’ guidance for planning and executing the training. The targeted trainees for this course would be:

  • Senior Treatment Supervisor (STS)
  • Tuberculosis Health visitor (TB-HV)

 

This training may be provided by utilizing the blended approach where a mix of training methods and modes will be used to deliver content. This would include either in-person/ virtual training or facilitator led/ Self learning/ demonstration and role plays. Training sessions which require hands-on training will be conducted only in a physical setting. Keeping in mind the aforesaid best practices of the Modernized Training System, each State Office may decide to choose the approach which is most suitable for their State. 

The training of STS to be conducted at State/Regional level preferably at the STDC. The batch size for Physical Session/Virtual Sessions should not be more than 25.

For virtual sessions, the trainees will be going through the online content, and attempt quizzes after each module. An instructor-led session will also be conducted for each module. This will help the trainees for better clarification of contents and to address the queries and doubts.

For the training areas which require hand-holding of trainees like demonstration of processes- like patient management in Ni-kshay, filling of various forms, Adherence Management tools, recording information on Public Health action, use of NI-kshay Aushadhi, etc in-person training sessions need to be conducted.

The training course content has 11 modules and 43 chapters. Based on different modalities used for the training, the training delivery should take at least 40 hours.

For the purpose of assessment of trainees, a pretest before the beginning of training, interim quizzes at the end of each module and a post-test at the end of training has been configured in the course content. The certificates are auto-generated for the trainees in their LMS account on successful completion of post-test and their performance in interim quizzes.  

Training curriculum / Agenda

Sr.

Module 

Chapters

Training Modality

Duration (Hrs)

1 Basics of TB and NTEP
  1. TB & TB Epidemiology
  2. NTEP
  3. Integration of NTEP with Health System

Virtual


 

4

2



 

TB Diagnosis and Case finding
  1. TB Case Finding in NTEP
  2. Diagnostic Technologies
  3. Diagnostic Network and Hierarchy
  4. Approaches to TB Case Finding
  5. Active Case Finding Campaign
Virtual

4


 

3 TB Treatment and care
  1. General concepts in TB Treatment
  2. DS-TB Treatment and care
  3. DR-TB Treatment and care
  4. TB Infection treatment and care
  5. TB-Comorbidities and special situations
Virtual

4



 

4 Adherence Management
  1. Patient Management
  2. General Concepts in Adherence Management
  3. Adherence Support
  4. Adherence recording
  5. 99 DOTS
  6. Medication Event Reminder Monitor(MERM)
  7. Adherence Monitoring and follow-up Action
Physical 4
5 Public Health Action
  1. Patient Support
  2. TB Arogya Sathi Application
  3. Contact Investigation
  4. Counseling and education
  5. AIC
Physical

4


 

6 DBT
  1. General Concepts
  2. Processes in DBT
Physical 4
7 Supervision, Monitoring and Evaluation
  1. Supervision
  2. Program Monitoring Indicators
  3. Monitoring
Physical 4
  Supply Chain Management in NTEP
  1. General concepts in SCM
  2. Stocking Norms
  3. General Processes involved in SCM
Physical

4


 

9 Private sector Engagement
  1. Overview of Private Sector Engagement
  2. Models for Private Sector engagement
  3. Partnership Options
  4. Regulations
  5. TB Mukt Panchayat Initiative
Virtual

2


 

10 ACSM and Community Engagement
  1. General Concepts in ACSM
  2.  Guidelines and Protocols for ACSM activities
  3. Community Engagement
  4. TB Champion
  5. Social Inclusion and wellness activities
  6. Engaging Family care givers
  7. Pradhan Mantri TB Mukt Bharat Abhiyan
  3
11 Training the Health Volunteers and Treatment Supporters    

3



 

Trainers

For this course, following personnel may be appointed as the trainers:  

  • MO - STDC 
  • MO - STC
  • WHO-consultants
  • DTO (select)
  • SDS/DDS Pharmacists (Select)- for Supply chain and drug distribution module.

Trainer Eligibility

Trainers are selected based on their ability to conduct training in an interactive and interesting manner. The Trainers should have completed the ‘Course for STS’ and they must possess strong knowledge about the NTEP and the various processes related to patient workflow, Niskahy and Niskahy Aushadhi.  The Trainers need to go through the Chapter- wise Training Guide for this Course, provided as an Annexure.

The Trainers should be well versed with the IT systems, for video conferencing (such as Zoom), Learning Management System (such as Swasth-eGurukul), Ni-kshay and Ni-kshay Aushadhi.

  1. Chapter wise detailed instructions for Trainers 

The aim of providing chapter-wise detailed instructions provides the Trainers with the following:

  • Module-wise and Chapter-wise, modality that may be adopted (virtual/ Physical/ In-person)
  • The estimated time to complete the content.
  • The key messages that a trainer should emphasize upon, while delivering the training
  • The activities which should be conducted at the end of each chapter / session to ensure learning effectiveness. This may include asking specific questions, demonstrating processes, discussing various forms and equipment. If any Module specific physical visits are required to be conducted, such details are also provided here. 

This guiding document will also aid in bringing uniformity with respect to the content and quality of training conducted across the entire state and nation. 

Module 1: Basics of TB and NTEP                                              Virtual Session (4 hours)
Chapter 1.1 TB & TB Epidemiology Virtual Session (60 min)
Emphasis Points
  • Differences between TB Infection and active TB Disease
  • TB has many determinants- behavioral, socio economic, biological
  • Vulnerable population for TB
  • Concepts of TB Notification Rate and TB Incidence Rate
Post Session Activity
  • The participants may be asked to (i) enumerate the various determinants of TB and (ii) difference between TB Infection and TB Disease 
  • Give an exercise to calculate the Notification rate of a TU. In a TU with a population of 2 lakhs, 100 TB cases were diagnosed and reported during the year 2022.. A total of 90 people with TB were initiated on treatment, 5 died and  2 migrated  before initiation of treatment.and 3 could not be contacted at all. What is the annual TB notification rate for that TU in 2022? [ Answer: 50 per lakh]
  • Discuss - Can we call the above obtained Notification figure as the incidence of TB in that TU? If not Why? [Discussion Points: Notification and Incidence are not the same. Notification includes all diagnosed TB cases and reported to the system. It includes both new and previously treated cases. There may be cases diagnosed, but not reported. It is possible that there will be cases in the community not diagnosed at all.]    
Chapter 1.2 NTEP Virtual Session (45 min)
Emphasis Points
  • Explain what India is committed to achieve in 2025 in relation to SDG related to ending TB. Clarify that the country has preponed the 2030 SDG targets related to ending TB to 2025.
  • Organizational structure of NTEP with broad functions of each institutions (state level and below)
  • Different stages in the patient’s life cycle need to be explained in detail and emphasis on the concept of continuum of care from ‘presumptive TB to post treatment follow up’
  • Concepts of ‘’Standards of TB Care’’ as a minimum set of care that every citizen in India should receive irrespective of where he/she seeks care from
Post Session Activity
  • Discuss- ‘What India is committed to achieve in 2025 in relation to ending TB?’’ [Clarify that the country is only trying to achieve the SDG goals related to Ending TB]
  • Discuss- ‘Can Medical College be a PHI?’
Chapter 1.3 Integration of NTEP with Health System   Virtual Session(30 mins)
Emphasis Points
  • Need for integration of NTEP with the general health system & NHM and how that integration is envisioned . 
Post Session Activity
  • Discuss - "What are the opportunities available to NTEP through Health & Wellness Centers? How could that be materialized”’
Module 2 TB Diagnosis and Case Finding Virtual Session (4 hours)
Chapter 2.1 Diagnostic Technologies Virtual Session (30 min)
Emphasis Points
  • Names of different tests,their uses, advantages and disadvantages
Post Session Activity
  • Ask what are the advantages and disadvantages of FL- LPA over NAAT?
Chapter 2.2 Diagnostic Network & Hierarchy Virtual Session (30 min)
Emphasis Points
  • Network and hierarchy of laboratories and their basic role
Post Session Activity
  • Ask “ how many sputum collection and transportation facilities are there in their concerned TU? Make one participant explain how it functions and what are the benefits out of it”?- Bring out the following benefits (1) prevents leaks in cascade of care (reduce loss from presumptive TB identification to TB Testing)  (2) minimizes patient inconveniences (3) minimize patient Turnaround Time (4) reduce out of pocket expenditure (5) helps in infection control as people with symptoms need not travel
Chapter 2.3 Approaches to TB Case Finding Virtual Session (30 min)
Emphasis Points
  • Differentiate between screening and testing. 
  • The three approaches may be discussed by giving suitable examples to fit into the three scenarios
Post Session Activity
  • Discuss  the following scenarios and ask the participants which case finding those are

(i) Screening for active TB in a Diabetic Clinic & testing those who screened positive

(ii) Screening for active TB in an elderly home & testing those who screened positive

(iii) Screening for active TB in cancer wards & testing those who screened positive

Chapter 2.4 TB Case Finding in NTEP Virtual Session (30 min)
Emphasis Points

Diagnostic algorithm for Pulmonary TB- Role of Chest X ray as a screening tool and the need to complete the diagnostic algorithm.

Classification of TB on the basis of site,diagnosis,  drug resistance

 

Post Session Activity

 Discuss: “What proportion of presumptive TB patients in your TU completes the diagnostic algorithm? What are the implications if the people are not completing the diagnostic algorithm?”

 

Chapter 2.5 Active Case Finding Campaign Virtual Session(45 mins)
Emphasis Points Step by step process in planning and execution of an ACF campaign with special emphasis on identification of target population, need for micro planning and  need to prevent the leaks in the cascade of care.
Post Session Activity Discuss how they monitor the ACF in their TU against ‘Cascade of Care? What are the measures they undertake to prevent the leaks in ‘’Cascade of care’’? 
Module 3: TB Treatment and care                 Virtual Session (4 hours)
Chapter 3.1 General Concepts in TB Treatment Virtual Session (60 mins)
Emphasis Points
  • It's an overview chapter explaining the concepts- Fixed Dose Combination, Intensive & Continuation Phase.  
  • Process of Treatment Initiation and Transfer of patients 
Post Session Activity
  • Request two participants to demonstrate  in Demo Ni-kshay the ‘Transfer’ of patients using (i) Push and (ii) Pull methods. 
Chapter 3.2 DS-TB Treatment and Care Virtual Session ( 30 mins)
Emphasis Points
  • Regimen and dose of drugs for managing DS-TB for adults and pediatric group and weight bands available 
  • Display all FDCs in NTEP and ensure the participants could identify all information related to it
  • Common adverse events of anti-TB drugs
Post Session Activity
  • Call one participant and ask to explain the step by step process for initiating treatment to a 50 Kg old adult diagnosed with pulmonary TB (Rif Sensitive). Write down all the steps in a flip chart/chatbox/Virtual whiteboard. Ask other members to comment on the missed steps and the order of steps. 
  • Call a second participant and ask to explain the follow up for the same patient.
Chapter 3.3 DR-TB Treatment and care Virtual Session (30 mins)
Emphasis Points
  • What is UDST?
  • Classification of DR-TB?
  • Regimens available for DR-TB?
  • Levels of facilities where treatment needs to be initiated.
Post Session Activity
  • Ask participants for doubts and help them clear those doubts. 
   
Chapter 3.4  Different DR-TB Regimens Virtual Session (15 mins)
Emphasis points
  • Different regimens, constituents and duration
  • ADRs due to different regimens
Chapter 3.4 TB Infection treatment and care Virtual Session (30 min)
Emphasis Points
  •  Eligible people for TPT
  • Testing for TPT 
  • Steps for Ruling out active TB before initiating TPT
  • Adherence monitoring and treatment support for those on TPT
Post Session Activity Role Play- Counseling for TPT 
Chapter 3.5 TB Co-morbidity and special situations Virtual Session (30 min)
Emphasis Points
  • Bidirectional screening for TB-HIV, TB-Diabetes
  • Need for screening for tobacco and alcohol use among people with TB
  • Nutritional assessment for people with TB.
  • Need for and mechanism of Linkages of people with comorbidity (HIV, Diabetes, Malnutrition, Tobacco and alcoholism)
Post Session Activity
  • Ask the participants to describe the existing mechanism at their TU to screen TB among the people visiting ICTC centers - how is the screening being done? How is it ensured that all those referred for testing have undergone testing? Discuss if there is any scope for improvement.
  • Ask the participant to describe how diabetes testing is done among people with TB in their TU? What are the steps if a person with TB is found to have diabetes? Who and how is diabetic control ensured for that person? Discuss if there are any ways to improve. 
Module 4:             Adherence Management Physical Session (4 hours)
Chapter 4.1

Patient Management

Virtual Session (60 mins)
Emphasis Points

How the information of patients is managed through Ni-kshay (Enrollment, Request for Test). 

Post Activity Session

Call two participants to demonstrate how they (1) enroll a subject and (2) request for Test in Ni-kshay

Make all participants to view their task list in Ni-kshay and discuss how they are going to use the feature

Chapter 4.2 General concepts in Adherence management Physical Session (60 mins)
Emphasis Points
  • This is an overview chapter where participants need to understand the (i) General Concepts in Adherence Management such as why adherence monitoring and treatment support is important, (ii) what are the various supports required by a person with TB during TB treatment and (iii) various ways of providing those supports and (iv) various ways to monitor treatment adherence?
Post Session Activity
  • Ask one participant to demonstrate how they register treatment supporter in Ni-kshay
Chapter 4.3
  • Adherence Support
Physical Session (60  mins)
Emphasis Points
  • Imparting skills to Record adherence in Ni-kshay- Demonstrate the recording of adherence in Ni-kshay. 
  • Recording adherence using TB Arogya Sathi Application
Post Session Activity
  • Call one participant and ask to demonstrate recording adherence using TB Arogya Sathi Application
Chapter 4.4 Chapter: 99 DOTS Physical Session (30 mins)
Emphasis Points
  • Need to have 99 DOTS Envelops for this sessions. 
  • Explain step by step process of adherence monitoring using 99 DOTS (Choosing the envelope, educating the person with TB on 99DOTS, linking it with Ni-kshay, administering the first dose, troubleshooting)
Post Session Activity
  • Give the following scenarios and ask them to troubleshoot\

Scenario 1: One of their patients complained that she used to dial the toll-free number every day and used to hear “Thank You” also. But when you check, the Nikshay dashboard is still showing red.


 

Scenario 2: One of your clients with TB called you and told you that his call is not going to the ‘toll free’ number because of ‘insufficient’ balance. 

Chapter 4.5 Chapter: MERM Physical Session (30 mins)
 
  • Need to have a MERM device for demonstration.
  • Battery assembly may be explained and the different scenarios to troubleshoot should be explained.
  • The process flow in Ni-kshay(registering the device, setting the alarm and refill time) should be explained to the participants. 
 
  • One/more participants may be asked to demonstrate this in Ni-kshay(Demo)
Chapter 4.6 Chapter: Monitoring of adherence Physical Session (60 mins)
Emphasis Points  Participants need to be empowered to use adherence summary dashboards and interpret the indicators.   
Post Session Activity
  • Request everybody to open their adherence dashboards and comment on their % of 'Average Adherence' of all patients on treatment.
  • Request all participants to open their adherence task list and ask their plans based on the task list
Module 5:  Public Health Action Physical Session (4 hours)
Chapter 5.1 Patient Support Physical Session (60 min)
Emphasis Points
  • Various kinds of support the TB patient needs (nutritional support, psycho social support, support for deaddiction, travel support) and how STS could help in offering the same 
Post Session Activity
  • Give a scenario: A 62 year old woman from a Tribal community affected with TB. Ask all participants to list out all the Government schemes/initiatives which can support her during the treatment period? Write down all schemes in a flip chart/Chatbox/Virtual board  
Chapter 5.3 Contact Investigation Physical Session (60 mins)
Emphasis Points
  • Step by step process for contact investigations
  • Discuss the steps to record the contact tracing in Ni-kshay
Post Session Activity
  • Ask one of the participants how contact investigations are happening in his/her TU (Coverage, Quality, Periodicity, Challenges).  
  • Ask one/more participants to demonstrate the process in Ni-kshay(Demo) 
Chapter 5.4 Counselling and Education Physical Session (60 mins)
Emphasis Points
  • Basic principles of counselling (DOs and DONTs)
  • Points to be included while counselling of a person with TB
Post Session Activity
  • Ask participants to comment on the following statements made by STS while counselling a person with TB
  1. “I have already informed all people who came to your shop that you are having TB”. (Clue: It's a breach of confidentiality. It should have been discussed with the person with TB first. The person with TB should have been empowered to disclose it to others if required)
  2. “If you are not taking the medicines properly, you will definitely die”. (Clue: It's a coercive/threatening language and should be avoided)
  3. “Because you were a smoker and alcoholic, you got TB” (Clue: It's a blame on the person and should be avoided)
Module 6: DBT Physical Session (4 hours)
Chapter 6.1 General Concepts in DBT 60 mins
Emphasis Points

This is an overview chapter. 

  • Various DBT schemes for people affected with TB
  • Various stakeholders while processing DBT (Beneficiary, Maker, Checker)
  • PFMS
Post Session Activity
  • Re-emphasise the concepts - Maker & Checker; Ni-kshay & PFMS.
Chapter 6.2 Processes in DBT 150 mins
Emphasis Points
  • Explain beneficiary registration, benefit process & benefit approval.
  • Processing incentives for NP, private provider, treatment supporter, tribal TB
  • Calculation of benefits
  • DBT reports & registers in Ni-kshay
Post Session Activity
  • Make every participant open their DBT benefit register and beneficiary register and comment on performance. 
Module 7       Supervision, Monitoring & Evaluation Physical (4 hours)
Chapter 7.1              Supervision  60 minutes
Emphasis Points
  • General Concepts of Supervision and basis tenants of a good supervisory process
  • Supervisory Protocols for STS
  • Supervisory roles of MO-TC & DTO at TU
Post Session Activity
  • Reemphasise the concept of supportive supervision. Get feedback on how some of them plan to change their supervision plan.
Chapter 7.2 Program Monitoring Indicators  120 minutes
Emphasis Points
  • Nine program monitoring indicators - definitions, how to calculate the indicators, how to interpret the indicators.
  • How to perform a root cause analysis- (1) drill down to the problem using data, (2) perform a person, place, time analysis, (3) explore for potential reasons of low performance through interviews. 
Post Session Activity

Assignment: Each participant needs to calculate any 3 indicators in their TU based on real time data and interpret those indicators.

  • For one of the low performing indicators, they need to do a root cause analysis and come up with potential solutions.
  • Every participant needs to submit an assignment based on this.
Module 8  Supply Chain Management Physical (4 hours)
Chapter 8.1 General Concepts 60 mins
Emphasis Points

General Concepts of SCM

  • Principles of SCM
  • Drug distribution flow
  • Nikshay Aushadhi
Post Session Activity Ask for any doubts from the participants and clarify the same.
Chapter 8.2 Stocking Norms 30 mins
Emphasis Points Buffer stocks and storage norms
Post Session Activity Reinforce the concepts of buffer stock and storage norms. 
Chapter 8.3 Supply chain process 150 mins
Emphasis Points
  • Indenting, Receipt
  • Storage of drugs
Post Session Activity
  • Request one participant to demonstrate drug indenting through Ni-kshay aushadhi
Chapter 8.4 Drug dispensation Module 30 mins
Emphasis Points
  • Dispensation of drug using Ni-kshay, adding filling and returning dispensation
Post Session Activity
  • Request one participant to demonstrate the Ni-kshay dispensation module.
Module 9          Multisectoral Sector Engagement Virtual (2 hours)
Chapter 9.1                    General Concepts 30 mins
Emphasis Points Why private sector engagement is important and what is the Vision of NTEP on private sector engagement.
Post Session Activity
  • Recollect Standards of TB Care in India and emphasize that the vision of NTEP with regard to private sector engagement is to ensure STCI to all patients. The choice of where to take treatment remains with the patient. Emphasize that more than the private sector, it is the NTEP who wants to engage with the private sector to ensure that all patients reaching them receive STCI.  Tell that TU is a population and ensuring STCI to all cases emerging from that population is the responsibility of STS. STS can engage the private sector to minimize his/her workload.
Chapter 9.2 Models of Private Sector Engagement 60 mins
Emphasis Points

Explain PPSAs, Direct Option for engagement.

Explain STEPS

Post Session Activity Ask each of the participants to think what model suits for private sector engagement in their TU and why.
Chapter 9.3 Partnership Guidelines 30 mins
Emphasis Points Emphasis on various options under partnership options
Post Session Activity Discuss what all partnership options are currently existing in their TUs and what would they want to have.
Chapter 9.4 Regulations  30 mins
Emphasis Points Regulations of Mandatory TB Notification and Schedule H1
Post Session Activity Discuss how information from schedule H1 could be used? (Clue: Most crucial field in the schedule H1 register is the name of the provider who prescribed it. Information from Schedule H1 register could be used to Identify the provider prescribing the anti TB drugs and prioritize for engagement, Identify missing TB cases)
Module 10 ACSM and Community Engagement Physical (3 hours)
Chapter 10.1 General Concepts in ACSM 60 mins
Emphasis Points
  • Differentiate clearly among Advocacy, Communication and Social Mobilization
  • Common approaches for ACSM for TB Elimination
Post Session Activity  
Chapter 10.3 Protocols for ACSM activities 60 mins
Emphasis Points Organising Community Meetings, Peer group interventions, ACSM activities in schools
Post Session Activity Discuss experiences form 1-2 participants regarding organizing community meetings
Chapter 10.4 Community Engagement 60 mins
Emphasis Points

LSGs and their role in TB Elimination

TB Forums and what they can do

What role can TB Champions play?

Post Session Activity Discuss what needs to be done to reduce stigma regarding TB in the community. Encourage everybody to discuss.
Abhimanyu

Competencies of the Senior Treatment Supervisor (STS)

Competencies of the Senior Treatment Supervisor (STS)

The following competencies are essential to a STS

Competency Description/ activities pertaining to the said competency  Assessment of competency
Suggest appropriate test to eligible individuals to detect TB/DR-TB/TBI 
  • Identify individuals vulnerable to develop TB disease.
  • Identify individuals eligible for TPT/ testing for TBI - Screen for TB using 4 symptom complex and identify presumptive TB.
  • Prescribe appropriate diagnostic test to diagnose TB, DR-TB and TB Infection to the eligible based on NTEP guidelines.
  • Enroll a person in Ni-kshay and request for Test through Ni-kshay 
  1. Verification of case records in Ni-kshay to check whether correct tests are prescribed and the diagnosis is complete including testing for drug resistance 
  2. Interview with STS to understand his/her practice in relation to diagnosis of TB 
  3. Interviews with people affected with TB/TBI under care of the STS to check whether they are diagnosed completely.
Coordinate to initiate treatment for a person diagnosed with TB/ TBI or those eligible for TPT
  • Check the reports of various laboratory investigations and coordinate with medical officer to establish the diagnosis of TB/ TB Infection .
  • Classify the TB disease based on site of disease, DST results and history of ant-TB treatment..
  • Co-ordinate to identify an appropriate treatment supporter and health facility in consultation with the medical officer, field staff and beneficiary.
  • Document the treatment initiation and details of prescription in Ni-kshay -To conduct home visit for initial counselling
  1. Verification of case records in Ni-kshay to check whether correct regimens are prescribed 
  2. Interview with patients under care of STS to check whether treatment initiation is as per NTEP guidelines 
Counsel the people with presumptive TB or people affecetd with DS-TB/DR-TB/ TBI and their family 
  • Counsel the people with presumptive TB/ people affected with TB/TBI on: Early and complete Diagnosis of TB, correct and complete Treatment of TB, Treatment Adherence, Air borne Infection Control, Contact Investigation, TB Preventive Therapy, Co-morbidity management, Adverse Drug Reactions and Social welfare measures
  1. Interview with people affected with TB/TBI to check STS's ability to counsel
Transfer out/in a person affected with TB to to ensure continuum of care
  • Successfully refer out a person with TB to higher center/ nearest health facility for ensuring continuum of care -Accept the referred in patients and co-ordinate to provide care.
  • Request for transfer in of treatment records for ensuring continuum of care when ever required -Document the referral in Ni-kshay.
  • Coordinate with respective program staff for continuation of treatment post referral out
  1. Verify Transfer Module in Ni-kshay to check success of referrals
Conduct the trainings for health volunteers and treatment supporters
  • Maintain the list of treatment supporters in Ni-kshay -Train- the health volunteers and treatment supporters using the cadre wise training course 
  1. Interview with treatment supporters to check STS'S ability to train
Perform DBT maker functions
  • Co-ordinate to Feed bank details of benificiaries for Ni-Kshay Poshan Yojana, Incentives to informers and private providers, treatment supporters and tribal TUs.
  • Verify bank details and initiate payment process.
  • Trouble shoot any issues at maker level related to non-payment of benifits to the eligible.
  • Monitor DBT using dashboard and registers, identify the list of people for which the benefits were not paid and thrive to process the payment timely
  1. Review of DBT indicators in Ni-kshay
Plan and conduct Active TB case Finding (ACF) campaigns in respective geographies
  • Perform vulnerability mapping to identify vulnerable populations/ individuals
    - Identify and train pool of community volunteers, ASHAs, on active TB case finding campaign
  • Prepare team wise daily micro-plan/ calendar of ACF activities including plan for door to door visit, sample collection and transportation to linked TB laboratories
  • Monitor the process and provide supportive supervision to ensure quality of services and prevent leaks in cascade of care -Coordinate for reporting the data on Ni-Kshay on ACF modules
  1. Review Ni-kshay ACF data, review micro plans and ACF documents
     
Organize Treatment Adherence Support and other support to the person taking anti-TB treatment
  • Coordinate with persons affected by TB and concerned field staff (TB-Health Visitor, ASHA, ANM, etc.) for identification of the nearest health facility and arranging a treatment supporter
  • Identify, train and maintain a pool of treatment supporters
  • Counsel people affected with TB about various choices of directly observed treatment (DOT) options - like treatment supporter, 99DOTS, MERM, etc. and arrange for option of patients choice as per feasibility
  • Co-ordinate for recording of Realtime adherence either by treatment supporter or MPHW/CHO in Ni-kshay or by the beneficiary directly through 'Arogya Sathi App' 
  • Link the eligible beneficiaries with Ni-kshay Mitra for addressing the essential unmet needs including nutrition, co-morbidity management, infection control, rehabilitation and palliative care  
  1. Interview with people affected with TB regarding the support received
Monitor the treatment adherence of people on anti-TB treatment and initiate timely retrieval actions  
  • Monitor treatment adherence records on Ni-ksay on a day to day basis -Identify people who have missed doses
  • Investigate reasons for missed doses and trouble shoot -Initiate timely retrieval actions wherever required  
  1. Review Ni-kshay adherence calendars
  2. Interview with treatment supporters and patients who missed doses
Co-ordinate to ensure all public health actions for all diagnosed TB patients in the geography
  • Co-ordinate with the primary health care team and treatment supporters to ensure that the people affected with TB and their families are offered all public health actions including contact investigations, TB Preventive Therapy, Infection control counselling, treatment adherence support, linkages to social welfare schemes and universal drug susceptibility testing and post treatment follow up
  • Record the details of public health action in Ni-kshay
  1. Review of Ni-kshay records to check timeliness and completeness of Public health actions
  2. Interviews with people affected with TB to check about public health actions
Conduct "advocacy" to improve access to TB care at local level
  • Identify local issues (community & health facility level) affecting TB care efforts -Maintain list of key people to target for political advocacy (PRI leaders) and list of prominent key opinion leaders (KOL), Ni-kshay Mitras, Private Providers - Identify and engage Ni-Kshay Mitra and link the to program and beneficiaries
  • Identify and train local TB Champions, Ni-Kshay Mitra, etc.
     
  1. Check for any results of advocacy in terms of commitment from Local Government, engagement of private providers, engagement of community 
     
Engage Community for Ending TB in the locality 
  • Maintain a database of TB Champions
  • Train TB Champions 
  • Ensure their voices are heard in all important meetings 
  • Discuss TB in meetings like Jan Arogya Samiti (JAS), Mahila Arogya Samiti (MAS), Village Health Sanitation, Nutrition Committee (VHSNC), etc. and appeal for inclusion of TB case finding and stigma alleviation activities to be integrated in general health related outreach activities
  • Organize community meetings and patient provider meetings 
  • Organise activities at schools, workplaces to mobilize community for health behaviour
  • Conduct awareness about TB in community  
  1. Interview with PRI leaders, civil society leaders, TB Champions and the staff.
  2. Review of documents of community engagement activities
Engage Private Sector for TB Care
  • Identify and map key providers (private hospitals, practitioners, AYUSH, chemists, traditional healers, laboratories)
  • Advocate with key players for following Standards of TB Care in India
  • Support the providers in ensuring STCI to their clients by providing information, providing drugs diagnostics and public health actions based on need
  • Strengthen surveillance by ensuring timely notification and outcome data from private sector
  • Identify patients not notified and their providers through information from Schedule H1
  • Co-ordinate with agencies working for private sector engagement to achieve the expected outcome
  • Liase with professional organizations like IMA, IAP, AHPI ect for engaging their members in NTEP activities
1. Interview with private providers for STS's ability to engage them
2. Interview with STS for understanding the current practices
3. Verify Ni-kshay records for health facility registration and data from private sector
Periodically update Health Facility registration in respective geographical territory
  • To update Ni-kshay profile section of all health facilities in allocated geographical territory (services, GIS location, contact details, names, bank details, etc.)
  • To identify new health facility and register as new health facility (public sector & private sector) on Nikshay, as per classification and programme guidance
     
1. Check Ni-kshay the details of health facility
Raise a request for drug stock replenishment at particular health facility

To monitor adherence to stocking norms and identify health facility for impending stockouts or with drug stock nearing expiry and assist respective PHI drug store to raise refill request.

Coordinate with TU/ DTC drug store pharmacist for issuance of relevant drug stock as per request

1. Review indent and issue register of Ni-Kshay Aushadhi
Assist Medical Officer- In Charge/ MO-TC/ Block MO to monitor the NTEP in the concerned area
  • Use Ni-kshay dashboards and other program records, and interpret key performance indicators of NTEP in the facility/geography -Perform time, place, person analysis and identify areas for improvement `
  • Assist MO in Monitoring the input and process indicators related to the output/outcome indicator and suggest corrective actions - Conduct supportive supervision and help in building capacity of treatment supporters with an intention to improve quality of services. 
  • Assist Medical Officer in providing timely and actionable feedback to health sub-centers and reporting field staff (ANM, ASHA, TB-HV, STS, STLS, MPW, HA, etc.)
  • Support the staff in taking the corrective actions leading to an improvement in quality of services"
1. Interview with Medical Officer in Charge/MOTC to check STS's ability in supporting monitoring
2. Verification of review meeting minutes & documentation of feedbacks provided
Shahnawaz

Trainers' Guide for STLS Course

Trainers' Guide for STLS Course

1. Introduction

The purpose of this document is to provide the course coordinators and trainers for the “Course for STLS in NTEP” guidance for planning and executing the training. The targeted trainees for this course would be:

    Senior TB Laboratory Supervisors

 

This training may be provided by utilizing the blended approach where a mix of training methods and modes will be used to deliver content. This would include either in-person/ virtual training or facilitator led/ Self learning/ demonstrations/ practical exercises. Training sessions which require hands-on training will be conducted only in a physical setting. Keeping in mind the aforesaid best practices of the Modernised Training System, each State may decide to choose the approach which is most suitable for their State.

For virtual sessions, the trainees will be going through the online content, and attempt quizzes after each module. An instructor-led session will also be conducted at the end of each module. This will help the trainees for better clarification of contents and to address the queries and doubts. 

For the training areas which require handholding of trainees like demonstration of processes- Specimen collection and transportation, smear microscopy, using different NAAT, patient workflow in Ni-kshay, maintaining Lab Supplies, etc in-person training sessions need to be conducted.

The training course content has 15 modules and 56 chapters. Based on different modalities used for the training, the training delivery should take 60 hours (including demonstrations)

For the purpose of assessment of trainees, a pre-test before the beginning of training, interim quizzes at the end of each module and a post-test at the end of training has been configured in the course content. The certificates are auto generated for the trainees in their LMS account on successful completion of post-test and their performance in interim quizzes.

The training of STLS needs to be conducted at STDC/IRL where all the lab facilities are available.

The batch size for Physical Session should not be more than 7 participants and not more than 25 participants for virtual sessions.

2. Training curriculum / Agenda

 Sr. 

Module  

Chapters 

Training Modality 

  1. Duration 

(Hrs) 

Basics of TB and NTEP 

  1. TB & TB Epidemiology
  2. NTEP
  3. Integration of NTEP with Health System

Virtual

4

 

 

TB Diagnosis and case finding in NTEP 

  1. TB Case Finding in NTEP
  2. Diagnostic Technologies
  3. Diagnostic Network and Hierarchy
  4. Approaches to TB Case Finding
  5. Active Case Finding Campaign

 Virtual

4

3

Specimen collection and Transportation

  1. General concepts in specimen collection & transportation
  2. Packaging & dispatching sample to a C&DST lab
Physical

2


 

4

Smear Microscopy

  1. Collection & Storage of Good Quality Specimen
  2. Sputum Smear Preparation
  3. Preparation of Staining solutions
  4. Staining Sputum Smear
  5. Reading Smear and Reporting Microscopy results

 Physical

8

5

CBNAAT

  1. CBNAAT as a Rapid Molecular Diagnostic tool
  2. Sample processing for CBNAAT
  3. CBNAAT Result Interpretation and recording
  4. Troubleshooting in CBNAAT
  5. Maintenance of CBNAAT

 Physical

8

Truenat

  1. Truenat as a Rapid Molecular Diagnostic Test
  2. Specimen processing for Truenat
  3. Truenat result Interpretation and recording
  4. Troubleshooting in Truenat
  5. Truenat Instrument maintenance and record keeping

 Physical

8

7

Ensuring Smooth functioning of Lab Services

  1. Biomedical waste management in a microscopy lab
  2. Biomedical waste management in CBNAAT Lab
  3. Biomedical waste management in Truenat lab
  4. Record maintenance
Physical

3

8

Ensuring Quality TB lab services at TDCs

  1. General concepts in quality assurance
  2. External quality assurance 

 Physical

3

9

Infection Prevention and Control [IPC]

  1. General concepts in IPC
  2. Airborne Infection Control
Virtual

2

10

TB Treatment and care

  1. Concepts in TB Treatment
  2. Patient Management
  3. Adverse Drug Reactions with anti-TB Drugs
  4. Documentation of Treatment
  5. Extra Pulmonary TB (EPTB)
  6. Drug Sensitive TB (DS-TB)
  7. Drug Resistant TB (DR-TB)
  8. Follow up of TB patients.
  9. Adherence monitoring
  10. Treatment Support
  11. TB & Comorbidities and special situations
  12. TB Preventive Treatment

 Virtual

6

9

Public Health Action

  1. Public health actions for TB

 virtual

1

11

Supply Chain Management

  1. Supply Chain Management in NTEP
  2. Maintaining Supplies of Lab consumables at TDC 

 Virtual

2

12

Supervision, Monitoring & Evaluation

  1. Supportive supervision
  2. Evaluation 
Virtual

2

13

Private sector Engagement

  1. Private sector engagement in NTEP
Virtual

2

14

ACSM

  1. Advocacy, Communication & Social Mobilization in NTEP
  2. Community engagement in NTEP
Virtual

2

15

Training

Training the Lab Technicians

 

2

 

3. Trainers

         For this course, following personnel may be appointed as the trainers

  • STDC- Medical Officers
  • IRL Microbiologist
  • EQA Microbiologist
  • NRL Microbiologist
  • WHO consultants

 Eligibility -

Trainers are selected based on their ability to conduct training in an interactive and interesting manner. They must possess strong knowledge about TB laboratories and related processes in NTEP. The Trainers should have completed the ‘Course for STLS on NTEP’’.  The Trainers should be well versed with the IT systems such as, Zoom (for video conferencing), Swasthya-eGurukul (Learning Management System) and Nik-shay. The Trainers need to go through the Chapter- wise Training Guide for this Course, provided as an Annexure

Chapter wise detailed instructions for Trainers 

The aim of providing chapter-wise detailed instructions provides the Trainers with the following:

  • Module-wise and Chapter-wise, modality that may be adopted (virtual/ Physical/ In-person)
  • The estimated time to complete the content.
  • The key messages that a trainer should emphasize upon, while delivering the training
  • The activities which should be conducted at the end of each chapter / session to ensure learning effectiveness. This may include asking specific questions, demonstrating processes, discussing various forms and equipment. If any Module specific physical visits are required to be conducted, such details are also provided here. 

This guiding document will also aid in bringing uniformity with respect to the content and quality of training conducted across the entire state and nation.

 

Module 1: Basics of TB and NTEP                                              Virtual Session (4 hours)

Chapter 1.1

TB & TB Epidemiology

Virtual Session (60 min)

Emphasis Points

  • Differences between TB Infection and active TB Disease
  • TB has many determinants- behavioral, socio economic, biological
  • Vulnerable population for TB
  • Concepts of TB Notification Rate and TB Incidence Rate

Post Session Activity

  • The participants may be asked to (i) enumerate the various determinants of TB and (ii) difference between TB Infection and TB Disease 
  • Give an exercise to calculate the Notification rate of a TU. In a TU with a population of 2 lakhs, 100 TB cases were diagnosed and reported during the year 2022.. A total of 90 people with TB were initiated on treatment, 5 died and  2 migrated  before initiation of treatment.and 3 could not be contacted at all. What is the annual TB notification rate for that TU in 2021? [ Answer: 50 per lakh]
  • Discuss - Can we call the above obtained Notification figure as the incidence of TB in that TU? If not Why? [Discussion Points: Notification and Incidence are not the same. Notification includes all diagnosed TB cases and reported to the system. It includes both new and previously treated cases. There may be cases diagnosed, but not reported. It is possible that there will be cases in the community not diagnosed at all.]    

Chapter 1.2

NTEP

Virtual Session (45 min)

Emphasis Points

  • Explain what India is committed to achieve in 2025 in relation to SDG related to ending TB. Clarify that the country has preponed the 2030 SDG targets related to ending TB to 2025.
  • Organizational structure of NTEP with broad functions of each institution (state level and below)
  • Different stages in the patient’s life cycle need to be explained in detail and emphasis on the concept of continuum of care from ‘presumptive TB to post treatment follow up’.
  • Concepts of ‘’Standards of TB Care’’ as a minimum set of care that every citizen in India should receive irrespective of where he/she seeks care from

Post Session Activity

  • Discuss- ‘What India is committed to achieve in 2025 in relation to ending TB?’’ [Clarify that the country is only trying to achieve the SDG goals related to Ending TB]
  • Discuss- ‘Can Medical College be a PHI?’

Chapter 1.3

Integration of NTEP with Health System  

Virtual Session (30 mins)

Emphasis Points

  • Need for integration of NTEP with the general health system & NHM and how that integration is envisioned. 

Post Session Activity

  • Discuss - "What are the opportunities available to NTEP through Health & Wellness Centers? How could that be materialized’?

Chapter 1.4

Patient Management

Virtual Session (60 mins)

Emphasis Points

How the information of patients are managed through Ni-kshay (Enrollment, Request for Test). 

Post Activity Session

Call two participants to demonstrate how they (1) enroll a subject and (2) request for Test in Ni-kshay

Make all participants to view their task list in Ni-kshay and discuss how they are going to use the feature

Module 2

TB Diagnosis and Case Finding

Virtual Session (4 hours)

Chapter 2.1

Diagnostic Technologies

Virtual Session (30 min)

Emphasis Points

  • Names of different tests, their uses, advantages and disadvantages

Post Session Activity

  • Ask what are the advantages and disadvantages of FL- LPA over NAAT?

Chapter 2.2

Diagnostic Network & Hierarchy

Virtual Session (30 min)

Emphasis Points

  • Network and hierarchy of laboratories and their basic role

Post Session Activity

  • Ask “ how many sputum collection and transportation facilities are there in their concerned TU? Make one participant explain how it functions and what are the benefits out of it”?- Bring out the following benefits (1) prevents leaks in cascade of care (reduce loss from presumptive TB identification to TB Testing)  (2) minimizes patient inconveniences (3) minimize patient Turnaround Time (4) reduce out of pocket expenditure (5) helps in infection control as people with symptoms need not travel

Chapter 2.3

Approaches to TB Case Finding

Virtual Session (30 min)

Emphasis Points

  • Differentiate between screening and testing. 
  • The three approaches may be discussed by giving suitable examples to fit into the three scenarios

Post Session Activity

  • Discuss the following scenarios and ask the participants which case finding those are

(i) Screening for active TB in a Diabetic Clinic & testing those who screened positive

(ii) Screening for active TB in an elderly home & testing those who screened positive

(iii) Screening for active TB in cancer wards & testing those who screened positive

Chapter 2.4

TB Case Finding in NTEP

Virtual Session (30 min)

Emphasis Points

Diagnostic algorithm for Pulmonary TB- Role of Chest X ray as a screening tool and the need to complete the diagnostic algorithm.

Classification of TB on the basis of site,diagnosis, drug resistance

 

Post Session Activity

 Discuss: “What proportion of presumptive TB patients in your TU completes the diagnostic algorithm? What are the implications if the people are not completing the diagnostic algorithm?”

 

Chapter 2.5

Active Case Finding Campaign

Virtual Session (45 mins)

Emphasis Points

Step by step process in planning and execution of an ACF campaign with special emphasis on identification of target population, need for micro planning and need to prevent the leaks in the cascade of care.

Post Session Activity

Discuss how they monitor the ACF in their TU against ‘Cascade of Care? What are the measures they undertake to prevent the leaks in ‘’Cascade of care’’? 

Module 3: Specimen collection and transportation Virtual Session 

(Physical Session: 2 hour)

Chapter 3.1 

General concepts in SCT

Physical (45 mins)

Emphasis Points 

  • Need for transportation of specimen.
  • Modes of transportation employed.
  • The Process of Sputum collection
  • Requirement for Cold chain
  • The different items may be shown. 

Post Session Activity 

  • The participants may be asked to identify different items and the specification- Eg Thermocol box size, falcon tube size, etc. 

Chapter 3.2

Packaging and dispatching a sample to a C&DST lab 

Virtual (45 mins)

Emphasis Points 

  • Triple layer packaging, cold/cool chain; specimen transport carriers-technical specifications and labeling; dispatch of samples-Ni-kshay 

Post Session Activity 

  • One participant may be asked to add test request(dispatching the sample to CDST lab) in Ni-kshay
  • Few participants may be asked to demonstrate the triple layer packaging on negative sample/distilled water.

Module 4: Smear microscopy: 

Physical Session (8 hours )  

Chapter 4.1 

Collecting and storage of good quality specimen 

Physical (60 mins)

Emphasis Points 

  • Necessary steps in accepting request for TB test; Explain spot and morning samples, necessary steps during specimen receipt at laboratory, storage

Post Session Activity 

  • Role play for collection of sputum sample 

    (Probes- Collect two specimens, patient education, dispensing sputum cup, labelling etc.)

Chapter 4.2 

Sputum smear preparation 

Physical (60 mins)

Emphasis Points 

  •  Steps involved and their details; Do’s and Don’t to be highlighted at each step
  • Emphasis to be given to prepare smear within 6 inches of burning spirit lamp and using other AIC measures (Direction of airflow, position of exhaust fan with respect to working station.

Post Session Activity 

  • May ask the different trainees to enumerate the different steps involved in Smear Microscopy.
  •  May ask the details of individual steps from different participants.
  •  Demonstrate good smears, smear thickness to visualize print through it
  •  

Chapter 4.3 

Staining sputum smear  

Physical (60 mins)

Emphasis Points 

  • Describe staining process-ZN, FM; properties of well stained slide-ZN/FM, importance of quality stains and staining process.

Post Session Activity 

  •  Demonstrate the well stained slides-ZN/FM (dark room)

Chapter 4.4 

Reading smear and reporting microscopy results  

 Physical (60 mins)

Emphasis Points 

  • Steps involved, focusing slides, 
  • Use of Different objective lens, 
  • Paper based reporting in Lab register.
  • Digital reporting in Ni-kshay Diagnostic Module

Post Session Activity 

  • Worksheets to demonstrate and fill paper-based records.
  •  Demonstration on Ni-shay Diagnostic Module (Demo) 
  • May ask one of the participants to generate the DMC register.

Chapter 4.5 

Maintenance of microscope 

Physical (30 mins)

Emphasis Points 

  • Elaborate why storage is essential, steps in cleaning, storage and maintenance of microscope, AMC, troubleshooting. 

Post Session Activity 

  • Demonstrate cleaning of the microscope
  • May also ask some of the participants to demonstrate the handling and storage of microscope. 
  • May also ask the participants about the different problems encountered while handling the microscope and other participants about the causes and the other set of participants about the solutions/ways to fix.

Practical Exercise

The practical exercise should include the demonstration by the trainer first and then practical demonstration by the trainees should follow.

 

Formation of batches: Depending on the availability of infrastructure (Like Size of the room/lab, availability of microscopes, availability of Truenat/CBNAAT machines and the modules therein). 

Planning of exercise- The exercise should suitably be planned well in advance involving the lab technicians and other trainers.

Setting of training hall/Lab- 

  • The Laboratory should be suitably equipped to demonstrate the various equipment, consumables. Requirement of equipment, supplies, reagents, samples, etc should be communicated to the lab incharge beforehand and same should be arranged before the start of the training.

  • The unnecessary items should be removed from the workstation before the training session.

  • The biosafety precautions should be followed meticulously during the demonstration. The spill management kit, etc should be in place to deal with any contingencies.

 

Workflow:

Smear Microscopy: 

The batch of trainees after theoretical discussion and demonstration of various items, equipment and reagents should be taken to lab with strict instructions to maintain all biosafety and IPC measures (including PPEs)

They may be allotted individual workspaces (with samples, broom sticks, spirit lamps, etc) and may start the practical exercises under the supervision of trainers.  

Not more than 3 trainees should be supervised by one trainer at a time. 

 

 

CBNAAT:

 

Truenat:

 

 

 

Module 5: CBNAAT 

(Physical Session: 08 hours)

Chapter 5.1 

CBNAAT as a rapid molecular diagnostic tool 

Physical (60 mins)

Emphasis Points 

  • Key components of CBNAAT, 
  • process overview of CBNAAT
  • consumables required; 
  • in-built controls, 
  • other CBNAAT tests

Post Session Activity 

  • The CBNAAT machine may be demonstrated.
  • The participants may be asked to name and identify the different parts of the CBNAAT machine. 
  • The participants may be asked to identify the different consumables and ways to handle it.
  • May ask the different tests that can be conducted using the CBNAAT equipment.

Chapter 5.2 

Sample processing for CBNAA

Physical (60 mins)

Emphasis Points 

  • Importance of complete sample liquefaction; 
  • processing for EP samples

Post Session Activity 

  • Demonstration of sample processing

  • CBNAAT cartridge loading may be demonstrated to the participants (with emphasis on DOs and Donts)

Chapter 5.3 

 

CBNAAT result interpretation and recording. 

Physical (60 mins)

Emphasis Points 

  • Visualization of results;
  •  Interpretation of results
  • Non-conclusive results-retesting procedure. 
  • Recording of results in Ni-kshay
  • Recording of results in paper-based register

Post Session Activity 

  • Discussion on need for new sample/use of left over sample for retesting.
  • may ask one of the participants to demonstrate Recording of results in Ni-kshay

Chapter 5.4 

Troubleshooting in CBNAAT 

 

Physical (30 mins)

Emphasis Points 

  •  Interfering substances, 
  • Troubleshooting-errors, invalids, hardware problems, test failure without error codes; data backup should be discussed

Post Session Activity 

  • Discuss what troubleshooting is possible in the lab and when technical support is required from the vendor

Chapter 5.5 

Maintenance of CBNAAT 

 

Physical (60 mins)

Emphasis Points 

  • Need for maintenance, frequency, materials required.

Post Session Activity 

  • Prepare and fill log for daily, monthly maintenance.
  Practical Exercise on CBNAAT Physical (180 mins)

Module 6: Truenat 

(Physical Session: 08 hours)

Chapter 6.1 

Truenat as a rapid molecular diagnostic test 

 Physical (45 mins)

Emphasis Points 

  • Context setting and the relevance of the technology.
  • Emphasis that it is an indigenous technology and focus of programme to adopt this technology  
  • Components of Truenat workstation, consumables required, process overview, inbuilt controls
  • Storage conditions of the consumables also need to be discussed

Post Session Activity 

  • The different components may be shown and the importance of each part/component may be discussed
  •  Exercise on forecasting laboratory consumables 
  • The participants may also be asked to explain the Truenat cartridge and importance of different chambers

Chapter 6.2 

Specimen processing for Truenat

 Physical (60 mins)

Emphasis Points 

  •  Importance of cleaning the workstation daily before and after starting the work
  • Importance of sample pre-treatment, liquefaction, processing EP TB samples; DNA extraction; Amplification and Detection
  • importance of complete liquefaction
  • emphasis on critical steps in DNA extraction

Post Session Activity 

  • One participant may be asked to demonstrate the cleaning the workstation(Unidirectional cleaning)
  • Demonstrate the different steps involved in the specimen processing;
  • Discussion with the participants about the Dos and Donts during the specimen processing

Chapter 6.3

Testing using the Truenat

Physical (60 mins)

Emphasis points

  • The different processes should be explained after unloading the cartridge, using autoanalyzer for MTB testing, handling elute, testing for Rif resistance.
  • Emphasis should be on the best practices.

Post session Activity

  • The test can be demonstrated using the negative sample and participants should be given the opportunity to handle the equipment under the guidance and supervision of the trainer.

Chapter 6.4 

Truenat result interpretation and recording. 

 Physical (60 mins)

Emphasis Points 

  • Result visualization and interpretation; Recording-paper based & Ni-kshay

Post Session Activity 

  • How to retrieve test results should be demonstrated. 
  • Discussion on need for new sample/use of leftover sample for retesting

Chapter 6.5 

Troubleshooting in Truenat 

 Physical (30 mins)

Emphasis Points 

  •  Interfering substances, Troubleshooting-errors with Trueprep and Truelab; error classification, test failure without error codes

Post Session Activity 

  • Discuss what troubleshooting is possible in the lab and when technical support is required from the vendor

Chapter 6.6 

Truenat instrument maintenance and record keeping. 

 Physical (30 mins)

Emphasis Points 

Need for maintenance, frequency, materials required; data backup.

Post Session Activity 

Prepare and fill log for daily, weekly, monthly maintenance.

  Practical Exercises on Truenat Duration: 3 hours

Module 7

ENSURING SMOOTH FUNCTIONING OF LAB SERVICES

Physical Session (3 hours)

Chapter 7.1 

Maintaining Supplies of Lab Consumables at DMC; Consumables required at DMC. 

Physical (60 mins)

Emphasis Points

  • Elaborate on consumables requires for sputum collection, slide preparation, staining and examination; stock registers; Technical specifications; Indenting supplies; Preparation of stains-ZN and FM.

 
Post Session activity

  •  Exercise on inventory management for laboratory consumables
  • Some participants may be asked to prepare the reagents following the instruction of the trainer. 
  • The stock register may be shown and some participants may be asked to explain the information fields. 
 

Chapter 7.2

BIOMEDICAL WASTE MANAGEMENT IN A MICROSCOPY LAB

Physical (60 mins)

Emphasis point

  • Segregation of biomedical waste based on color coding of bins
  • What components should be discarded in which bag
  • Preparation and Use of disinfectants for different purposes

Post Session activity

  • Based on discussion, participants should be asked to prepare the line list of all the items to be disposed and the ideal way to dispose it
  •  Exercise on preparation of laboratory disinfectants

Chapter 7.3

Biomedical waste management in a NAAT lab 

Physical (60 mins)

Emphasis Points 

  •  Biosafety requirement; waste collection, disinfection and disposal

Post Session Activity 

  • Based on discussion, participants should be asked to prepare the line list of all the items to be disposed and the ideal way to dispose it- disinfectant type, duration, etc


Module 8: ENSURING QUALITY TB LAB SERVICES AT TDCS 

Physical Session (3 hours)

Chapter 8.1 

General concepts in quality assurance  

Physical (60 mins)

Emphasis Points 

  •  Need for quality, implication of false positives and false negatives, storage of slides, outline of QA processes

Post Session Activity 

  • Ask audience about issues and correction actions taken to maintain quality; 
  • List Good Laboratory Practices

Chapter 8.2 

External Quality Assurance

Physical (60 mins)

Emphasis Points 

OSE, RBRC,  

 

Post Session Activity 

   

Chapter 8.3

External Quality Assurance for NAAT

Physical (60 mins)

Emphasis Points 

Panel testing

 

Post Session Activity 

Envelopes and the content of the envelopes (received from NTI) may be shown.

Demonstrate on EQANAAT portal- how the information has to be shared.

 

Module 9: Infection prevention and control (IPC)     

Virtual Session (2 hours)

Chapter 9.1 

General concepts in IPC 

virtual (60 mins)

Emphasis Points 

  • Need for IPC; standard precautions, 

  • IPC at a DMC and at NAAT sites

Post Session Activity 

  • Demonstration of Respiratory hygiene
  • Demonstration of Hand hygiene
  • A virtual audit of cleaning practices in the lab can be carried out whether the good practices are followed in the participants lab or not

Chapter 9.2 

Airborne infection control 

virtual (60 mins)

Emphasis Points 

  •  Importance of AIC in TB laboratory, hierarchy of controls

Post Session Activity 

  • Demonstrate ventilation as AIC measure
  • Ask participants what administrative measures are taken at their centre for AIC and what actions they may take. They may be asked for some commitment and timelines to follow that.

Module 10: TB treatment and care 

Virtual Session (6 hours)

Chapter 10.1 

General concepts in TB treatment 

Virtual (60 mins)

Emphasis Points 

  • The treatment phases and significance of positive results for microscopy at the follow up testing
  • The importance of counseling for treatment initiation and follow up testing should be emphasized
  • Why testing is important after end of IP and CP and other follow up testing
  • Follow up-including long term follow up and the importance

Post Session Activity 

  • Discussion on need for long term follow up
  • Important components of counseling a TB patient for follow-up testing


 

Chapter 10.2 

ADR

Virtual (30 mins)

Emphasis Points 

  • Identification of some common ADRs due to anti-TB drugs

Post Session Activity 

  • The participants may be asked to enlist the different ADRs

Chapter 10.3

DS-TB Treatment and care

Virtual (30 mins)

Emphasis points

  • FDCs used for the treatment
  • Schedule for followup and end of treatment testing and significance

Post session activity

May clear the doubts/queries of the participants

Chapter 10.4

DR-TB Treatment

Virtual (30 mins)

Emphasis points

  • What is UDST?
  • Classification of DR-TB?
  • Regimens available for DR-TB?
  • Levels of facilities where treatment needs to be initiated.

Post Session activity

  • Ask participants for doubts and help them clear those doubts 

Chapter 10.5

Adherence to TB Treatment

Virtual (30 mins)

Emphasis points

  • Importance of Adherence monitoring
  • Different adherence recording and monitoring technologies

Post session activity

  • May also ask the participants about  the adherence recording in Nikshay and Tb Arogya Sathi Application

Chapter 10.6

Treatment Support

Virtual (30 mins)

Emphasis Points

  • Meaning of Treatment support
  • Significance of Treatment support Plan
  • Treatment Supporter to a Tb patient 
  • Nutritional support and counseling
  • Support for de addiction
  • Free TB Services for TB patient

Post-session Activity

  • The participants may be asked to find the nearest de-addiction facilities located to their place.

Chapter 10.7

TB and comorbidities

Virtual (30 mins)

Emphasis Points

  • Bi directional screening for TB-HIV, TB-Diabetes
  • Need for screening for tobacco and alcohol use among people with TB
  • Nutritional assessment for people with TB.
  • Need for and mechanism of Linkages of people with comorbidity (HIV, Diabetes, Malnutrition, Tobacco and alcoholism)

Post Session activity

  • Ask the participants to describe the existing mechanism at their TU to screen TB among the people visiting ICTC centers - how is the screening being done? How is it  ensured that all those referred for testing have undergone testing? Discuss if there is any scope for improvement.
  • Ask the participant to describe how diabetes testing is done among people with TB in their TU? What are the steps  if a person with TB is found to have diabetes? Who and how is diabetic control ensured for that person? Discuss if there are any ways to improve. 

Chapter 10.8 

TB preventive therapy 

Virtual (30 mins)

Emphasis Points 

  • Eligible people for TPT
  • Testing for TBI
  • Steps for Ruling out active TB before initiating TPT
  • Adherence monitoring and treatment support for those on TPT

Post Session Activity 

Discussions on target population and risk groups

Module 11: PUBLIC HEALTH ACTION  

 

Virtual (1 hour)

Chapter 11.1 

Public Health Actions for TB

 

virtual (60 mins)

Emphasis Points 

  • Why Public Health actions
  • Public Health actions taken after TB notification
  • Define contact tracing and contact investigation.
  • TB education for community
  • Counselling the TB patients and their family.
  • Dos and Don'ts for Tb pateint couonseling

Post Session Activity 

  • May ask any participant to enumerate the PHA
  • May ask participant what do they understand by a specific PHA and its importance
  • May ask the participant for what to counsel at different phases of patient care i.e Pre-treatment, during treatment and post treatment
  • A small role play or conversation to discuss about DOs and don'ts of patient counselling
     

Module 12: SUPPLY CHAIN MANAGEMENT  

 

Virtual (2 hours)

Chapter 12.1 

SUPPLY CHAIN MANAGEMENT IN NTEP

 

Virtual (60 mins)

Emphasis Points 

  • Meaning and significance
  • Broad Principles of SCM
  • Flow of Supplies in NTEP
  • Procurement, its types 
  • GeM, Direct procurement, floating tender in GeM, 
  • Buffer stock, storage norms
  • Nikshay Aushadhi
  • Indenting 
  • Receipt of Supplies

Post Session Activity 

  • May ask any participant to enumerate the the broad principles in SCM
  • May also ask one participant to show how indenting and receipt of supplies is carried out in Nikshay Aushadhi
     

Chapter 12.2 

MAINTAINING SUPPLIES OF LAB CONSUMABLES AT TDC

 

Virtual ( 60 mins)

Emphasis Points 

  •  Lab Consumables
  • Consumables required at DMC
  • Consumables required at NAAT laboratories
  • Stock register and stock assessment at DMC

Post Session Activity 

  • May ask one participant to show how they are updating the stock register

Module 13: Supervision, Monitoring and Evaluation (Virtual Session: 2 hours)

Chapter 13.1 

Supervision 

Virtual (120 mins)

Emphasis Points 

  • Meaning of Supervision
  • Objectives of Supervision
  • Supportive Supervision
  • Role of different stakeholders in Supervision at the TU level
  • Role of STLS at the DMC
  • Monitoring and Evaluation of NAAT labs
  • Quality indicators of CBNAAT and Truenat lab

Post Session Activity 

  •  

Module 14      

Private Sector Engagement

Virtual Session ( 2 hours)

Chapter 14.1          

General Concepts

Virtual (60 mins)

Emphasis Points

  • Why private sector engagement is important and what is the Vision of NTEP on private sector engagement.

  • Explain PPSAs, Direct Option for engagement.

  • Explain STEPS

  • Emphasis on various options under partnership options

  • Regulations of Mandatory TB Notification and Schedule H1

Post Session Activity

  • Recollect Standards of TB Care in India and emphasize that the vision of NTEP with regard to private sector engagement is to ensure STCI to all patients. The choice of where to take treatment remains with the patient. Emphasize that more than the private sector, it is the NTEP who wants to engage with the private sector to ensure that all patients reaching them receive STCI.  Tell that TU is a population and ensuring STCI to all cases emerging from that population is the responsibility of STS. STS can engage the private sector to minimize his/her workload.
  • Ask each of the participants to think what model suits for private sector engagement in their TU and why
  • Discuss how information from schedule H1 could be used? (Clue: Most crucial field in the schedule H1 register is the name of the provider who prescribed it. Information from Schedule H1 register could be used to Identify the provider prescribing the anti TB drugs and prioritize for engagement, Identify missing TB cases)

Module 15

ACSM and Community Engagement

Virtual Session (2 hour)

Chapter 15.1

General Concepts in ACSM

Virtual (60 mins)

Emphasis Points

  • Differentiate clearly among Advocacy, Communication and Social Mobilization
  • Common approaches for ACSM for TB Elimination

Post Session Activity

 

Chapter 15.2

Guidelines and Protocols for ACSM activities

Virtual Session (30 mins)

Emphasis Points

Organising Community Meetings, Peer group interventions, ACSM activities in schools

Post Session Activity

Discuss experiences form 1-2 participants regarding organizing community meetings

Chapter 15.3

Community Engagement

Virtual (30 mins)

Emphasis Points

LSGs and their role in TB Elimination

TB Forums and what they can do

What role can TB Champions play?

Post Session Activity

Discuss what needs to be done to reduce stigma regarding TB in the community. Encourage everybody to discuss.

 

Abhimanyu

Competencies of the STLS

Competencies of the STLS

The following competencies are essential to an STLS.

Competency Description/ activities pertaining to the said competency  Assessment of competency
Conduct laboratory tests for TB
  • Perform laboratory tests like AFB smear microscopy (ZN, FM) and NAAT (CBNAAT/ TruNAAT) as per NTEP guidelines
  • Receive the sample in Ni-kshay/LIMS
  • Record the test results in Ni-kshay/ LIMS
  1. Direct observation of STLS performing the tests
  2. Verify at DTC regarding error rates of STLS' during RBRC process/Panel Testing.
Conduct On Site Evaluation (OSE) for Quality Assurance in TB laboratories
  • Plan & conduct On site Evaluation (OSE) visits for Quality Assurance in all TDCs
  • Document the details of OSE and provide action-oriented feedback
  • Advocate at various levels to ensure that the actions are taken as per the feedback provided
1. Review OSE reports & actions taken against the recommendations
2. Interview LT to understand STLS' ability in performing OSE
Manage supply chain of lab consumables in TU.
  • Monitor and identify health facilities with laboratory consumable stock nearing expiry and assist respective lab technicians to raise refill request
  • Review indent requests from labs, take stock of available stock, and (forecasted requirements from other indenting units) follow the First Expiry First Out (FEFO) principle while stocking and issuing consumable stocks, updating the relevant records (physical).
  • Review forecast estimates of supplies permitted for local procurement
  • Coordinate with DTC store pharmacist for issuance of relevant consumable stock as per request
1. Interview STLS' to check the current practices
2. Review the stock register, intend register, issue register
3. Interview LT's regarding stock outs
Prepare chemical reagents for AFB staining
  • Prepare batches of laboratory chemical reagents (5% Phenol, etc.)
  • Prepare QC slides
  • Record batch wise and expiry wise quantities in stock register
  • Update receipts/ issues of respective stocks on stock register
1. Direct observation of stain preparation
2. Direct observation at various laboratories regarding practices regarding chemical reagents
Conduct Random Blinded Random Rechecking (RBRC) activity
  • Collect RBRC sample slides from respective TB detection centers
  • Read the given slides (blinded and from another TB Unit/ STLS) and fill Annexure C.
  • Assist DTO/ MO-DTC in verification and finalization of RBRC final report.
  • Investigate errors and submit reports
  • Do Umpire reading of discordance slide when designated as Umpire
1. Check RBRC reports (annexures B,C,D) and errors investigation reports
2. Interview with STSL to understand the current practices
3. Interview with LTs to check STLS's ability in conducting RBRC
 
Conduct the trainings for LTs 
  • Contribute in training needs assessment/ planning of respective training calendar at district level for LTs
  • Train LT's based on the curriculum provided by NTEP
1. Check Training Management Information System, training plan and training reports
2. Interview with LTs to check STLS' ability in training
Establish sample collection and transportation system in respective areas
  • Map various TB testing technologies in respective health facilities
  • Identify specimen collection centers based on need
  • Identify transportation mechanism 
  • Train the team to collect, package in triple layer and transport samples
  • Monitor and assure quality of the specimen collection & transportation system
1.Interview with STLS to understand the current practices
2.Review the plan for specimen collection & transportation
3.Observe current practices in the geography
Periodically update the Health Facility registration in respective geographical territory
  • Update Ni-kshay profile section of all health facilities classified as laboratories in allocated geographical territory (services, GIS location, contact details, names, bank details, etc.)
  • Add/ register new laboratory facility on Ni-kshay
1. Review health facility status in Ni-kshay
Plan and conduct Active TB case Finding (ACF) campaigns in respective geographies
  • Perform mapping of vulnerable populations/ individuals
  • Identify and train pool of community volunteers, ASHAs, on active TB case finding campaign
  • Prepare team wise daily micro-plan/ calendar of ACF activities including plan for door-to-door visits, sample collection and transportation to linked TB laboratories
  • Monitor the process and provide supportive supervision to ensure quality of services and prevent leaks in cascade of care
  • Coordinate for reporting the data on Ni-Kshay on ACF modules
1. Review Ni-kshay ACF data, review micro-plans and ACF documents
 
Reporting and Monitoring of Laboratory performance under the geography 
  • Monitor performance and quality of testing at TDCs under the assigned geography
  • Reporting monthly lab indicators for NAAT and TDCs
  • Support the DTO and MO-TC for taking necessary actions to maintain and improve laboratory performance
  1. Check ability to access Ni-kshay records and calculate laboratory performance indicators
    Check previously reported Monthly indicators for NAAT and TDC
  2. Discuss with DTO in ability of STLS to monitor lab performance and suggest action points
Shahnawaz

Trainers' Guide for CHO/MPW Course on NTEP

Trainers' Guide for CHO/MPW Course on NTEP
Introduction

The purpose of this document is to provide the course coordinators and trainers for the “Course for CHO/MPW-PHI on NTEP” guidance for planning and executing the training. The targeted trainees for this course would be:

  • Community Health Officers (Stationed at AB-HWCs)
  • Multi-purpose workers (stationed at PHI)

 

This training may be provided by utilizing the blended approach where a mix of training methods and modes will be used to deliver content. This would include either in-person/ virtual training or facilitator led/ Self learning/ demonstrations/ practical exercises. Training sessions which require hands-on training will be conducted only in a physical setting. Keeping in mind the aforesaid best practices of the NTEP Training System, each State may decide to choose the approach which is most suitable for their State.

For virtual sessions, the trainees will be going through the online content, and attempt quizzes after each module. An instructor-led session may also be conducted at the end of each module. This will help the trainees for better clarification of contents and to address the queries and doubts.

For the training areas which require handholding of trainees like demonstration of processes- Counselling about Specimen collection, patient workflow in Ni-kshay, etc. in-person training sessions need to be conducted.

The training course content has 3 modules and 16 chapters. Based on different modalities used for the training, the training delivery should take at least 8 hours.

For the purpose of assessment of trainees, a pre-test before the beginning of training, interim quizzes at the end of each module and a post-test at the end of training has been configured in the course content. The certificates are auto generated for the trainees in their LMS account on successful completion of post-test and their performance in interim quizzes.

The training of CHOs/MPWs needs to be conducted at DTC/Block level wherever adequate facilities are available.

The batch size for in-person Session should not be more than 15 participants and not more than 30 participants for virtual sessions.

Pre-training Preparation

Before starting a batch of training, the following preparations need to be completed.

  1. Creation of Nikshay Usernames to the Community Health Officers
  2. Preparation of Props (Drug Blister packs, PWB, Specimen collection container, falcon tube, Specimen carry bags, IEC Materials, etc.)
Chapter wise Trainers notes

The course is divided into three modules, with a total of 16 chapters, each with specific learning and training objectives in alignment with the competencies of the person.    
The different scenarios and probes for the conversation and discussion have been covered in details at relevant sections. Three standard role plays have also been incorporated at the end of each module in the training course.

Session Activity Duration
Session-1 (Introduction)

Introduction and Overview of course    
(The course structure should be explained that there are 3 modules and modules are further divided into chapters)

NOTE: This session may be used as an ice-breaking session and to establish a rapport with the participants. It may also be emphasized here the importance of pre-test, quizzes and post-test assessment to successfully finish the course and obtain the certificate.

5 mins
Pre-test assessment Note: This is Mandatory before proceeding with course content 10 mins
Module 1. Basics of TB and NTEP (180 mins)
Chapter 1: Tuberculosis

Emphasis points during the session

  • Burden of TB Disease in terms of new cases, deaths and suffering
  • The causative bacteria  
  • Mode of transmission, risk factors for TB Disease, progression to TB disease
  • 4 major symptoms of Pulmonary TB and how to enquire about these symptoms.
  • The difference between TB infection and active TB disease.
  • General Principles for Prevention of TB

    Post Session activity:  
  • Facilitator may ask the audience one after the other "50-Year-old ASHA died due to TB. Why did she die?". Write responses on board and classify them into biological, behavioural, socio-economic and occupational determinants.
  • Trainees may be asked about difference between TB infection and active TB disease.
  • Ask any one trainee to enumerate the 4 symptoms and may ask other trainees to explain the meaning of each symptom.
30 mins
Chapter 2: NTEP

Emphasis points during the session

  • The goals of NTEP.
  • The TB Unit and its significance and the HR posted there.
  • The TB patient care cascade and their interaction with the health system.
  • The role of the CHO in NTEP
  • The Role of the CHO in TB prevention
  • Post Session Activity:  
  • Ask the participants to enumerate and various stages of TB patient care ecosystem and what all activities are carried out in each of the stage.
15 mins
Chapter 3-TB diagnosis and Case Finding

Emphasis points during the session

  •  Types of TB disease on the basis of sites of TB disease, on the basis of diagnosis, on the basis of drug resistance. The various sites of EPTB may be mentioned and explained in local language/context.
  • Identifying Presumptive Pulmonary TB using the 4 Symptom complex of TB 
  • Process of referral for testing and specimen collection and transport.
  • Discuss briefly about the different tests available for diagnosis of TB.
  • Discuss the video on the sputum collection.
  • Discuss in brief the approaches to TB case finding.

Post Session Activity:  

  • Ask the participants to enumerate the 4 chief symptoms of PTB and explain each of the symptom.
  • May ask one of the participants to demonstrate how they would refer a case and sample for testing.
  • Ask the participants about the dos and don'ts regarding sputum collection.
15 mins
Chapter 4: Nikshay & Treatment Supporter  

 

Emphasis points during the session

  • Nikshay portal and various features available in it which are relevant to treatment-supporters.
  • Explain the trainees the pre-requisites and process to get themselves registered on Nikshay platform  
     

Post Session Activity:  
1.    The Nikshay Mobile app may be demonstrated.

20 mins
Chapter 5: TB Arogya Sathi Application

Emphasis points during the session

  • TB Arogya Sathi Application and steps to download it. Discuss the two UI- citizen centric and patient centric.
  • Discuss how to look for the nearest health facility providing different services related to TB care.
  • Discuss how to screen self and others using the TB Arogya Sathi- screening tool. Also explain that facility for self-enrolment is available using this tool.
  • Discuss how to access the patient UI- after login using the Patient ID and the details available under that login- Treatment details, adherence details and DBT details.
  • Discuss how patient can mark and monitor adherence in Ni-kshay using the patient UI on TB Arogya Sathi Application.
  • Discuss how patients can enter/modify the DBT details using the Patient UI on TB Arogya Sathi application.
     

Post Session Activity:  

  • The TB Arogya Sathi App may be demonstrated to participants or videos can be displayed at the end of session.
  • The use of TB Screening tool in TB Arogya Sathi app may be demonstrated and the utility of this tool in enrolment of presumptive TB. 
  • Participants may be asked to demonstrate the use of application and clear their doubts.
30 mins
Chapter 6: Patient Management in Ni-kshay

Emphasis points during the session

  • Discuss the overview of patient management workflow in Ni-kshay
  • Discuss the different processes- Enrolment with complete demographic details (with importance of each field), Deduplication, adding a test request, entering specimen details, patient management and Task list on Ni-kshay.

Post Session Activity:  
1.    The above-mentioned functionalities should be demonstrated and few of the participants should be asked to do different data entries in demo Ni-kshay version.

URL: demo.nikshay.in

Username: tbu-kadha01

Password: Test@123

60 mins
Role play #1:

A short role play with the trainees to explain the process of screening and case finding, identifying the presumptive cases, and referring them to the nearest DMC for TB diagnosis. The trainer may act as the case/patient and one participant may act as an ASHA.

Scenario Brief

  • On a routine community visit, ASHA came to know about Ashish who works in a brick kiln on daily wages. Ashish has been coughing and unexplained weight-loss for more than a month. He’s also reluctant to get tested and is relying on a nearby Pharmacist to get a cure for his long-standing cough issues.

Probes:

  • Identification of vulnerable population
  • Enquiring about the chief symptoms of Pulmonary TB and signs and symptoms of EPTB (with constitutional symptoms life fever, night sweats and weight loss)
  • Information about nearest testing facilities and process of sputum collection
  • Provision for free diagnostic and treatment services and patient support for TB patients.
  • Educating the patients and family about the signs and symptoms of TB disease and addressing their doubts and concerns.
  • How the enrolment, referral for testing and sample is collected and transported through Ni-kshay
10 mins
Quiz #1 The participants need to attempt the quiz based on training content covered in Module 1.  
Participants should complete the quiz before moving on to Module 2. This is a pre-requisite for final certificate
10 mins
Module 2: TB Treatment and Monitoring (150 mins)
Chapter 7- General Concepts in TB treatment

Emphasis points during the session

  • Explain about the first line anti TB Drugs
  • Discuss about the treatment phases in TB treatment.
  • Discuss about the FDCs used in NTEP and the advantages.
  • Discuss about the various TB drug regimens.

Post session activity:

  • Have a practical demo of the drug formulations (blister packs/ pouches/ FDCs) of an Adult and paediatric DSTB Treatment regimen.
30 mins

Chapter 8: DS-TB Treatment and care

 

Emphasis points during the session

  • Explain Drug Sensitive Tuberculosis and the treatment phases.
  • Describe the treatment regimen for Drug-Sensitive TB (DS-TB) – Adult FDC & Paediatric formulations.
  • Explain the patient flow for DSTB Treatment
  • Explain the various Adverse drug reactions and their management.
  • Explain the follow-up of TB patient on DS-TB treatment.
  • Explain about the treatment outcomes of the patient on DS-TB treatment.

Post session activity:

  • The participants may be asked to enumerate common ADRs to first anti-TB treatment and subsequent action by the CHO/MPW
30 mins
Chapter 9: DR-TB treatment and care

Emphasis points during the session

  • Explain the DR-TB and the factors that lead to development of DR-TB.
  • Explain about the screening process for DR-TB
  • Discuss the different regimens available for DR-TB treatment.
  • Explain the Adverse Drug Reactions to drugs used in DR-TB Treatment and its identification, management and timely referral to health facility. (It may also be emphasized here that the DR-TB treatment is more complex and involves more toxic drugs, hence ADRs are more frequent and there is need to identify the ADRs early and manage these at nearest health facilities/referral centre to N/DDR-TB centre.)

    Post session activity:

  • The participants may be asked to enumerate common ADRs to first anti-TB treatment and subsequent action by the CHO/MPW
20 mins
Chapter 10: Treatment Adherence

Emphasis points during the session

  • The meaning and importance of Treatment Adherence.
  • The various options available to record patient adherence.
  • Monitoring of adherence in Nikshay
  • The recording of adherence and missed dose in Nikshay portal.
  • The role of Health Volunteers in TB Treatment and care.

Post session activity:

  • One-two participants may be asked about how they enquire about adherence to TB patients. 
  • Adherence recording and monitoring can be demonstrated through Nikshay app or through videos)
30 mins
Role play #2:

Scenario 1: Mr Ashish who is diagnosed with TB has been initiated on first-line ATT. He was hesitant to start treatment after learning about his TB disease. He lives in an over-crowded chawl with poor hygiene.  
ASHA visits him on Day-5 after his treatment initiation. She speaks to him and convinces him to continue the treatment. She further discovers that Ghanshyam (father of Ashish) who has diabetes is also living in the same household.

Probes: 
1. Whether DBT has been initiated or not 
2. Identification of ADR. (The different ADRs may be explained and enquired about) 
3. Importance of adherence 
4. Contact tracing also needs to be carried out 
5. TPT and its eligibility. 
6. Counselling about TB to Ashish and his family. 
7. The need to control blood sugar of Ghanshyam 

Scenario: 2: ASHA visits Ashish’s house after 7 weeks after his treatment initiation. He is now feeling healthy. His TB symptoms have subsided and he has gained weight. He is now thinking about taking up some construction work in some far off place in Mumbai.

Probes  
• Identification of ADRs if any 
• Change in weight and accordingly change in dosages. 
• Importance of follow-up at DMC for end of IP lab investigation. 
• The option of transferring the treatment centre for TB care and management.  
• Importance of adhering to the ongoing treatment and recording it electronically.

Key message at the end of role play : 
In the form of summary and important areas to be covered while visiting a patient after his treatment initiation. Need to take healthy food and even if they feel healthy, they shouldn’t stop the treatment

30 mins
Quiz #2 The participants need to attempt the quiz based on training content covered in Module 2.   
Participants should complete the quiz before moving on to Module 3. This is a pre-requisite for final certificate
10mins
Module 3: Patient Support (150 mins)
Chapter 11 - Public Health Action

Emphasis points during the session

  • The concept of Public Health action
  • Various components of PHA carried out under NTEP for a diagnosed TB patient
  • The contact tracing and investigation carried out for TB patient under NTEP
  • Tasks are carried out by Health Staff on home visit to a TB patient.
  • The meaning of Treatment Supporter and who qualifies to be TS to a TB patient

Post Session activity

  • Ask the participants to enumerate the 6 public health actions that are carried out after the TB Notification
  • Ask other participants to explain each of the PHAs
30 mins
Chapter 12- Counselling
  • Explain the importance of TB awareness generation in community and how it is carried out in community
  • Describe counselling for TB patients, at what stages it is carried out and what components are explained during different stages of TB treatment and care
  • Explain Do's and Don'ts for Patient Communication
  • Explain Nutritional Counselling and its importance related to TB patients

Post Session activity.

  1. Give the participants different scenarios (Like pre-treatment/During treatment/post-treatment) and Ask the different participants about the components of counselling at different scenarios.
20 mins
Chapter 14- Social inclusion and wellness activity
  • Explain about the Stigma and discrimination faced by TB patients and its adverse effects at individual level and community level.
  • Explain the gender aspects of TB and hoe to address gender inequalities.
  • Explain about various wellness activities meant for TB patients
20 mins
Chapter 15: Community Engagement
  • Explain the meaning of community engagement and its importance in TB care.
  • Explain about the various strategies of Community engagement in NTEP
  • Explain about the TB champions.

Post Session activity

  • Ask the participants, in what ways the TB Champions help the TB patients.
20 mins
Chapter 16: Linkages to Social Support Scheme
  • Explain the meaning of DBT
  • Explain the DBT schemes in NTEP including NPY, Tribal SS, TS honarium and incentives for notifications and outcomes
  • Explain the various criteria for availing DBT Scheme benefits under NPY
20 mins
Role play #3:

Scenario: 

A newly diagnosed TB patient initiated on treatment comes to his hometown for home based care and treatment. ASHA worker visits his home to verify his address and upon enquiring with neighbours she learnt that Ashish is being stigmatised for contracting TB and his family is being discriminated against. Now ASHA has to give correct information regarding TB to the neighbourhood.

Probes:  
Correct information about TB  
Appreciation for Ashish to initiate the treatment early.  
Motivating the community to support Ashish and his family.  
Counselling to Ashish and his family to prevent TB infection.  
Complete PHA  
Precautions to be taken while visiting a TB patient’s home.

30 mins
Quiz #3: Post - Test

All module content will be covered in this quiz. 

Completion of this final quiz successfully, along with the two quizzes in-between the course is mandatory for certificate generation   

10 mins
Abhimanyu

Trainers' Guide for Program Manager's course

Trainers' Guide for Program Manager's course

Introduction

The purpose of this document is to provide the course coordinators and trainers for the ‘Course for Program Managers in NTEP’ guidance for planning and executing the training. The targeted trainees for this course would be:

  1. District Program Managers- District TB Officer (DTO)
  2. State Program Managers- State TB Officer (STO)

    This training may be provided by utilizing the blended approach where a mix of training methods and modes will be used to deliver content. This would include either in-person/ virtual training or facilitator led/ Self learning/ demonstration and role plays. Training sessions which require hands-on training will be conducted only in a physical setting. Keeping in mind the aforesaid best practices of the Modernized Training System, the training institute may decide to choose the approach which is most suitable for their trainees.

    The training of DTOs is to be conducted at National Institutes (NITRD/NTI) or at select STDCs across country as decided by Central TB Division. The training of STOs is however be conducted at the national Institutes only.

    The batch size for Physical Session/Virtual Sessions should not be more than 25.

    Virtual sessions: the trainees will be going through the online content, and attempt quizzes after each module. An instructor-led session will also be conducted for each module. This will help the trainees for better clarification of contents and to address the queries and doubts.

    Physical/In-person Sessions: For the training areas which require hand-holding of trainees like demonstration of processes- like patient management in Ni-kshay, filling of various forms, Adherence Management tools, recording information on Public Health action, use of NI-kshay Aushadhi, etc in-person training sessions need to be conducted.

    The training course content has 14 modules and 61 chapters. Based on different modalities used for the training, the training delivery should take at least 80 hours.

    For the purpose of assessment of trainees, a pre-test before the beginning of training, interim quizzes at the end of each module and a post-test at the end of training has been configured in the course content.

    Some exercises have also been formulated to assess and reinforce the learnings of the trainees based on their job requirements. These exercise will be communicated to the trainees either before the beginning of in-person sessions and the solutions of which will be discussed during the physical sessions.  
    The other exercises will be given to trainees during the conduct of the training and will be discussed simultaneously.

    The certificates are auto-generated for the trainees in their LMS account on successful completion of post-test and their performance in interim quizzes. 

    Training curriculum / Agenda

Sr. Module  Chapters Training Modality

Duration

(Hrs)

1 Basics of TB and NTEP
  • TB TB Epidemiology
  • NTEP
  • Approaches to S&M in NTEP
  • Integration of NTEP with Health System
  • Information Systems in NTEP

Self-Reading/Virtual


 

6

2



 

TB Laboratories and Diagnostic technologies in NTEP
  • Diagnostic Technologies and Lab Network
  • TB Detection centres
  • QA of TDC
Self-Reading/Virtual 6 (including Lab/Field visit)
3 TB Diagnosis and Case finding
  • TB Diagnosis and Case finding
  • General Concepts in TB Case Finding
  • Specimen collection and transportation
  • Approaches to TB Case Finding
  • Diagnostic Algorithms in NTEP
  • Active Case Finding Campaign
  • S&M for Case finding activities in NTEP
Physical

6



 

4 TB Treatment
  • Anti-TB Drug Formulations and regimens
  • ADRs to ATT
  • DS-TB Treatment and Care
  • Treatment Initiation
  • Treatment and post-treatment follow up
  • Treatment Support
  • Adherence Management
Physical 10(including field visit)
5 TB and comorbidity management
  • National Programme for Prevention and Control of Cancer, Diabetes, Cardiovascular diseases and Stroke [NPCDCS]
  • TB and HIV
  • TB and Diabetes
  • TB and malnourishment
  • TB and Substance Abuse
  • TB and other comorbid conditions
Physical 3  
 
6 Public Health Action
  • Patient Support
  • Contact tracing and investigation
  • Counselling
  • TB Arogya Sathi App
Physical 4
7 TB Prevention
  • IPC
  • TPT
Physical 4
 8 Direct Benefit Transfer in NTEP
  • General Concepts in DBT
  • Processes in DBT
  • Monitoring of DBT
Physical

6

 

9 Financial management and Planning
  • Overview of PIP
  • Needs assessment for Planning.
  • Preparing a PIP
  • Implementing the Plan
  • Financial expenditure and accounting
Physical 3
10 Procurement, Supply Chain Management & Preventive Maintenance
  • General Concepts in SCM
  • Information system for SCM in NTEP
  • Processes in SCM
  • Procurement in NTEP
  • QA in SCM
 Physical 6
11 Partnerships, Corporate and Multisectoral engagement
  •  General concepts in Partnership and MSE
  • Models of Partnership
  • Establishing Partnership
  • Multisectoral Engagement
  • Medical Colleges and NTEP
 Physical 4  

 

12

 

ACSM and Community Engagement
  • ACSM
  • ACSM Activities
  • Social Inclusion and wellness activities
  • Community Engagement
  • PM TB Mukt Bharat Campaign
Physical 4

13

 

Supervision, Monitoring and Evaluation
  1. Supervision
  2. Monitoring
  3. Programme Reviews and Evaluation
Physical 4
14

Training and capacity development

Training and capacity development Physical 3

Trainers: 

For this course, personnel that have been trained and certified by Central TB Division for conducting this course at national level may only act as trainers. These may include personnel from Central TB Division, National Institutes, Technical Partner Organizations, STDCs and Medical Colleges. Central TB Division will maintain the latest list of certified trainers and need to be referred to before conducting the training.

Trainers are selected based on the following aspects

  1. Ability to conduct training in an interactive and interesting manner. 
  2. Strong knowledge about the NTEP and the various processes related to patient workflow, Ni-ksahay and Ni-kshay Aushadhi; demonstrated by completing the entire question bank related to the modules they are certified to train. 
  3. Proficient in this Chapter- wise Training Guide.
  4. Well versed with the IT systems such as, Zoom (for video conferencing), Swasth-eGurukul (Learning Management System), Ni-kshay and Ni-kshay Aushadhi.
     

Chapter wise instructions for Trainers 

The aim of providing chapter-wise detailed instructions provides the Trainers with the following:

  1. Module-wise and Chapter-wise, modality that may be adopted (Self-reading/virtual/ Physical/ In-person)
  2. The estimated time to complete the content.
  3. The key messages that a trainer should emphasize upon, while delivering the training

The activities which should be conducted at the end of each chapter / session to ensure learning effectiveness. This may include asking specific questions, demonstrating processes, discussing various forms and equipment. If any Module specific physical visits are required to be conducted, such details are also provided here. 

Some exercises have also been provided with the relevant chapters that the trainees need to finish as the part of curriculum. The trainers should ensure that all the trainees finish these exercises individually and record it in appropriate response forms. All the exercise should be discussed by the trainers during the training.

This guiding document will also aid in bringing uniformity with respect to the content and quality of training conducted across the entire state and nation. 

Module 1: Basics of TB and NTEP                                            
Chapter 1.1 TB & TB Epidemiology
Emphasis Points 1. Difference between Incidence and notification  
2. Difference between Exposure to TB, infection and TB disease.
Post Session Activity
  • Give an exercise to calculate the Notification rate of a TU. In a TU with a population of 2 lakhs, 100 TB cases were diagnosed and reported during the year 2022. A total of 90 people with TB were initiated on treatment, 5 died and  2 migrated before initiation of treatment and 3 could not be contacted at all. What is the annual TB notification rate for that TU in 2022? [ Answer: 50 per lakh]
  • Discuss - Can we call the above obtained Notification figure as the incidence of TB in that TU? If not, Why? [Discussion Points: Notification and Incidence are not the same. Notification includes all diagnosed TB cases and reported to the system. It includes both new and previously treated cases. There may be cases diagnosed, but not reported. It is possible that there will be cases in the community not diagnosed at all.]

These exercises are to be given as assignments that trainees need to finish before start of 2nd module.

Assignments:

  1. Find the incidence of TB in India in preceding year. Please mention the source . 
  2. What was the no of TB notifications in India for year 2021. Please mention the source
  3. Why incidence is not same as notification?  
  4. Download the notification register (Q1-2023) of your district.   
    1. What are the Columns headings available in the register?  
    2. What are the options available under the filters for the 4 columns- a) patient status, b) key population, c)basisOfDiagnosis_FinalInterpretation, d) Treatment Outcome
Chapter 1.2 NTEP
Emphasis Points
  1. Explain what India is committed to achieve in 2025 in relation to SDG related to ending TB. Clarify that the country has preponed the 2030 SDG targets related to ending TB to 2025.
  2. Organizational structure of NTEP with broad functions of each institution (state level and below) 
  3. Different stages in the patient’s life cycle need to be explained in detail and emphasis on the concept of continuum of care from ‘presumptive TB to post treatment follow up'.
  4. Concepts of ‘’Standards of TB Care’’ as a minimum set of care that every citizen in India should receive irrespective of where he/she seeks care from.
  5. What does a TU actually mean? 
Post Session Activity

Discuss- ‘What India is committed to achieve in 2025 in relation to ending TB?’’ [Clarify that the country is only trying to achieve the SDG goals related to Ending TB]

Discuss- ‘Can Medical College/ IRL be a PHI?’[Clarify that any patient service delivery point will be a PHI, but program management units like STC, DTC, TU etc are not PHIs]

Assignments:

  1. Enumerate the 4 pillars/strategies mentioned in NSP (2017-2025).
  2. Elaborate the build component with respect to your district.
Chapter 1.3 Approaches to S&M in NTEP
Emphasis Points Discuss the importance of S&M. Emphasize that S&M of the different activities under NTEP will be discussed alongside the activity while discussing the content in the modules.
Post-session activity

Assignment:

1.3.1- Find the index score of your district using Nikshay for year 2022.  
1.3.2.-FInd the areas where the performance of district is less than the state average.

Chapter 1.4 Integration of NTEP with Health System
Emphasis Points Discuss the need for integration of NTEP with the general health system & NHM and how that integration is envisioned.
Post-session activity

Discuss - "What are the opportunities available to NTEP through Health & Wellness Centers? How could that be materialized?

Assignments: 

1.4.1-Write the organisation str of NTEP in your district.  
1.4.2-Draw the district health system structure and how NTEP is integrated into it.

Chapter 1.5 Information Systems in NTEP
Emphasis Points
  1. The Information system in NTEP is an ecosystem of three applications (Ni-kshay, Ni-kshay Aushadhi and Ni-kshay LIMS ) which interact with each other and with other external systems.
  2. Data from these systems may be viewed/ extracted for monitoring and review purposes from Ni-kshay Reports and Dashboards.
  3. Patients may access their health record from the Ni-kshay Arogya Saathi Application
  4. There may be other additional supporting applications provided by NTEP, states, National Institutes  or by other partner organizations. Eg, TB Free Himachal, N-TB Application, ManageTBIndia, 
Post-session Activity 1.5.1- Enlist the different stakeholders that are working with Nikshay and their specific roles in NI-kshay.
Module 2 TB Laboratories and Diagnostic technologies in NTEP
Chapter 2.1 Diagnostic Technologies and Lab Network
Emphasis Points Names of different tests, their uses, advantages and disadvantages
Post-session Activity

Discuss: what are the advantages and disadvantages of FL- LPA over NAAT? 

Discuss “how many sputum collection and transportation facilities are there in their concerned district? Make one participant explain how it functions and what are the benefits out of it”? - Bring out the following benefits (1) prevents leaks in cascade of care (reduce loss from presumptive TB identification to TB Testing) (2) minimizes patient inconveniences (3) minimize patient Turnaround Time (4) reduce out of pocket expenditure (5) helps in infection control as people with symptoms need not travel

Assignment:

3.1.1Learn about the processes being followed in your district for sample transport from patient to TDC.  
3.1.2Learn about the different processes being followed in Nikshay for the same- i.e. adding test request, sample details and entering results in Ni-kshay.

Chapter 2.2 TB detection Centres
Emphasis Points Discuss the consumables required for the Microscopy, CBNAAT and Truenat
Post-session Activity

Assignments:

A Lab-visit needs to be organised for participants to see the different processes involved for testing.

Chapter 2.3 Specimen collection and transportation
Emphasis Points

The need for SCT, importance of cool chain requirement.

Discuss how the delays can be reduced to improve the TAT overall

Post Session Activity May ask one of the participants to volunteer and demonstrate the different processes being followed in Nikshay for the same- i.e. adding test request, sample details and result updation in Ni-kshay.
Chapter 2.4 Quality Assurance of TDC
Emphasis Points Explain the process involved in EQA of microscopy.
Post-session Activity

Lab Field visit:

A field visit should be organized to a lab to understand and discuss the following:

  1. Microscopy Centre:  The following should be discussed/ demonstrated:
    1. Slide preparation, Storage of slides  
    2. Lab Register (Physical and Ni-kshay: what all records are being digitized) 
    3. Selection of slides for EQA & RBRC  
    4. Quality Control (QC) slides  
    5. Flow of pt and samples from OPD to MC and to CBAAT facility.
    6. View the "My tests" page of the PHI login in Ni-kshay and review the status of tests in the last 1 month. 
    7. Discuss the process of referring a patient for testing through Ni-kshay. 
  2. NAAT Facility
    1. Discuss the CBNAAT process overview  
    2. DOs and Don'ts while doing CBNAAT  
    3. View the "My tests" page of the PHI login in Ni-kshay and review the status of tests in the last 1 month. 

3) Obtain the Lab register from Nikshay and calculate the patient TurnAroundTime (referral to test reporting) for the lab and compare it with the Lab TurnAroundTime (Sample Receipt to Reporting)

Module 3

TB Diagnosis and Case finding

Chapter 3.1 General Concepts in TB Case Finding
Emphasis Points Differentiate between screening and testing. 
Post-session Activity  
Chapter 3.2 Approaches to TB Case Finding
Emphasis Points Clearly differentiate the difference between the three different approaches- Active, Passive and Intensified.
Post-session Activity
  • Discuss the following scenarios and ask the participants which case finding those are

(i) Screening for active TB in a Diabetic Clinic & testing those who screened positive

(ii) Screening for active TB in an elderly home & testing those who screened positive

(iii) Screening for active TB in cancer wards & testing those who screened positive

Chapter 3.3 Diagnostic Algorithms in NTEP
Emphasis Points Discuss how the algorithms to be read
Post-session Activity Ask the participants to look at details of 5 TB patients from their district and see whether complete diagnostic algo has been followed or not.
Chapter 3.4 Active Case Finding Campaign
Emphasis Points Step by step process in planning and execution of an ACF campaign with special emphasis on identification of target population, need for micro planning and need to prevent the leaks in the cascade of care.
Post-session Activity Discuss how ACF campaign is carried in participants district and how the activity can be carried out more effectively.
Chapter 3.5 S&M for Case finding activities in NTEP.
Emphasis Points Discuss the TB index dashboard.  
Discuss the TB Notification dashboard,
Post-session Activity The participants may be asked to access the TB index dashboard and TB notification dashboard from their logins and share their learnings with other audience.
Module 4 TB Treatment
Chapter 4.1 General Concepts in TB Treatment
Emphasis Points

It's an overview chapter explaining the concepts- Fixed Dose Combination, Intensive & Continuation Phase.  

  • Process of Treatment Initiation and Transfer of patients 
  • Follow-up - clinical and laboratory, assigning Treatment outcome and long-term follow-up.
Post-session Activity Request two participants to demonstrate in Demo Ni-kshay the ‘Transfer’ of patients using (i) Push and (ii) Pull methods. 
Chapter 4.2 ADRs to ATT
Emphasis Points Discuss about the aDSM available in Ni-kshay , the importance and how it is carried out.
Post-session Activity Ask one of the participants to demonstrate the adverse event module in Ni-kshay from reporting, management and outcome.
Chapter 4.3 DS-TB Treatment and Care
Emphasis Points
  • Regimen and dose of drugs for managing DS-TB for adults and paediatric group and weight bands available. 
  • Display all FDCs in NTEP and ensure the participants could identify all information related to it.
  • Common adverse events of anti-TB drugs
Post-session Activity
  • Call one participant and ask to explain the step-by-step process for initiating treatment to a 50 Kg old adult diagnosed with pulmonary TB (Rif Sensitive). Write down all the steps in a flip chart/chatbox/Virtual whiteboard. Ask other members to comment on the missed steps and the order of steps. 
  • Call a second participant and ask to explain the follow up for the same patient.
Chapter 4.4 Overview of DR-TB 
Emphasis Points

Explain: 

  • What is UDST?
  • Classification of DR-TB?
  • Regimens available for DR-TB?
  • Levels of facilities where treatment needs to be initiated.
Post-session Activity Ask participants for doubts and help them clear those doubts. 
Chapter 4.5 Isoniazid [H] Mono/Poly DR-TB Regimen
Emphasis Points Discuss the regimen composition and duration, inclusion-exclusion criterion, replacement sequence and the follow-up examination.
Post-session Activity May ask the participant to look at 2 TB patients (outcome declared) on H Mono/poly DR-TB regimen whether the follow-up sputum examination was done timely or not.
Chapter Shorter Oral Bedaquiline-containing MDR/RR-TB Regimen
Emphasis Points Discuss the regimen composition and duration, inclusion-exclusion criterion, replacement sequence and the follow-up examination.
Post-session activity May ask participants to look at 2 TB patients (outcome declared) on shorter oral Bdq containing MDR/RR regimen whether all the relevant investigations for PTE and follow-up sputum examination were carried out timely.
Chapter Longer Oral M/XDR-TB Regimen
Emphasis Points Discuss the regimen composition and duration, inclusion-exclusion criterion, replacement sequence and the follow-up examination.
Post-session activity May ask participants to look at 1 TB patient (outcome declared) on longer oral M/XDR regimen whether all the relevant investigations for PTE and follow-up sputum examination were carried out timely.
Chapter 4.6 Treatment Support
Emphasis Points Discuss the role of treatment supporter and how they can be registered in Nikshay, patient mapped. 
Post-session Activity Ask the participants to practice the registration of treatment supporter and subsequent mapping of patients to the treatment supporters in demo-version in Ni-kshay.
Chapter 4.7 Adherence Management
Emphasis Points
  • Discuss about the importance of adherence and how adherence is being reported, recorded and monitored through Ni-skahy.
  • Imparting skills to Record adherence in Ni-kshay- Demonstrate the recording of adherence in Ni-kshay. 
  • Recording adherence using TB Arogya Sathi Application  
    Discuss about the Adherence dashboard.
Post-session Activity
  • One/more participants may be asked to record the adherence in Ni-kshay
  • Request everybody to open their adherence dashboards and comment on their % of 'Average Adherence' of all patients on treatment.
  • Request all participants to open their adherence task list and ask their plans based on the task list
Chapter Monitoring of Treatment
Emphasis Points Discuss the indicators used in monitoring the treatment- treatment initiation, outcome declaration.
Post-session activity

Exercise: Ask the participants to download the notification register for Q1-2023 and ask them to calculate the average delay in treatment initiation from date of diagnosis.

Discuss how this delay can be minimised.

Field Activity

A 2nd field visit(Batch size- 5-7 participants) should be organised to the following

  1. Treatment Centre (PHI)
    1. Explain Patient flow at the centre: OPD visit (passive case finding) - registration/enrolment-> Visit to MO-> Specimen collection and transportation (spot and early morning samples) -> Pre-treatment counselling->Treatment initiation-> Dispensation-> Home visits->ADR identification and reporting-> Follow-up patient visits -> transfer of patient. The data entry points for recording the above processes in Ni-kshay and the relevant forms and registers to be maintained at the treatment centres.
  2. District Drug Store
    1. Discuss storage of drugs(ideal storage conditions),
    2. Processes being followed at DDS (inward and outward stocks) - Both physical and Ni-kshay Aushadhi Records and registers (including logbook for temp and humidity, Stock Registers, Intend/ Drug Request form, maintained at DDS
  3. DR-TB centre/ward
    1. Interview with the 1-2 patients and understand their journey from exposure to TB to current day.
    2. Pre-treatment evaluation processes
    3. Review and fill the checklist for DR-TB centre (Annex 22, PMDT guidelines 2021)
    4. The DR-TB committee meeting records
    5. The checklist for DR-TB wards
Module 5

TB and comorbidity management

Chapter 5.1 TB and HIV
Emphasis Points Bidirectional screening for TB-HIV
Post-session activity Ask the participants to describe the existing mechanism at their district to screen TB among the people visiting ICTC centres-  
how is the screening being done? How is it ensured that all those referred for testing have undergone testing? Discuss if there is any scope for improvement.
Chapter 5.2 TB and Diabetes
Emphasis Points Bidirectional screening for TB-Diabetes
Post-session activity Ask the participant to describe how diabetes testing is done among people with TB in their district? What are the steps if a person with TB is found to have diabetes? Who and how is diabetic control ensured for that person? Discuss if there are any ways to improve. 
Chapter TB and malnourishment
Emphasis Point: Discuss how malnourishment affects TB patient and role of Nutritional support in successful completion of treatment.
Chapter TB and Substance Abuse
Emphasis Point:  Discuss how Alcohol and Tobacco Abuse affects TB and importance of linkage with the deaddiction centre. 
Post Session Activity The participants may be asked to list the de-addiction centres and tobacco-caseation centres.
Chapter TB and other comorbid conditions
   
Module 6 Public Health Action
Chapter 6.1 Patient Support
Emphasis Points Various kinds of support the TB patient needs (nutritional support, psychosocial support, support for deaddiction, travel support) and how STS could help in offering the same 
Post-session activity Give a scenario: A 62 year old woman from a Tribal community affected with TB. Ask all participants to list out all the Government schemes/initiatives which can support her during the treatment period? Write down all schemes in a flip chart/Chatbox/Virtual board 
Chapter 6.2  Contact tracing and investigation.
Emphasis Points

Discuss:

  • Step by step process for contact investigations
  • Discuss the steps to record the contact tracing in Ni-kshay
Post-session Activity
  • Ask one of the participants how contact investigations are happening in his/her district (Coverage, Quality, Periodicity, Challenges).  
  • Ask one/more participants to demonstrate the process in Ni-kshay(Demo) 
Chapter 6.3 Counselling
Emphasis Points

Discuss:

  • Basic principles of counselling (DOs and DONTs)
  • Points to be included while counselling of a person with TB
Post-session Activity
  • Ask participants to comment on the following statements made by STS while counselling a person with TB
  1. “I have already informed all people who came to your shop that you are having TB”. (Clue: It's a breach of confidentiality. It should have been discussed with the person with TB first. The person with TB should have been empowered to disclose it to others if required)
  2. “If you are not taking the medicines properly, you will definitely die”. (Clue: It's a coercive/threatening language and should be avoided)
  3. “Because you were a smoker and alcoholic, you got TB” (Clue: It's a blame on the person and should be avoided)
Chapter 6.4 TB Arogya Sathi App
Emphasis Points

Discuss the various information available in TB Arogya Sathi Application- 

  • the two user interfaces (General Public and TB patient)
  • The TB Screening tool
  • How to locate the nearest health facility
  • Accessing the treatment details (patient interface)
  • Recording the adherence using the app
  • Viewing the DBT benefits and statuses.
  • Entering /modifying the bank details
Post-session Activity The participants may be requested to do a screening test on themselves and check the working of the application.
Module 7 TB Prevention
Chapter 7.1 Infection Prevention and Control
Emphasis Points

Discuss the following:

  • Need for IPC
  • Airborne infection control and need for it.
  • Administrative measures for ensuring AIC (particularly with respect to HFs). 
  • Ventilation as an AIC measure (focus on seating plan for Health care provider and people with symptoms, air-flow in labs providing TB detection/diagnostic servies)
  • AIC practiced at Microscopy centres including the PPEs
  • The need and ways for disinfection and Bio-medical waste management at the Health facilities
  • the important roles various stakeholders are required to play emphasising more on their role.
Post-session Activity
  • May ask the participants to recollect the AIC practices being followed in DR-TB ward (part of field-visit) and enumerate it.
Chapter 7.2 TB Preventive Treatment
Emphasis Points

Discuss the following points:

  • The eligibility for TPT
  • The different regimens available
  • The different approaches- Test & Treat and test only approach.
  • Testing for TB infection- TST, IGRA and CyTB and interpretation of different test results
  • Counselling for TBI testing and TPT
  • Importance of adherence for TPT and its monitoring
  • Management of missed doses in TPT course
  • Outcome for TPT t
  • Monitoring indicators for TPT
Post-session Activity Ask the participants to download the Contact tracing register (for Q3-2022) and comment on the leakages in the cascade of care for TPT for your district. 
Chapter 8.1 General Concepts in DBT
Emphasis Points

Discuss the following points:

  • Different DBT schemes under NTEP- beneficiaries and benefits
  • Different stakeholders for DBT and their roles & responsibilities
  • Other state-specific social welfare schemes may also be discussed
  • Ni-kshay Poshan Yojana- benefit and the eligibility conditions
  • Tribal Support scheme
  • Treatment Supporter- eligibility and Honorarium
  • Financial incentives for Private provider and informants
  • How to register the private Health facilities and processing of their benefits
  • Discuss the generation of benefits in Ni-kshay
  • Different scenerios where private facilities will be getting benfits
Post-session Activity  
Chapter 8.2 Processes in DBT
Emphasis Points

Discuss the following points:

  • Process of benefit processing in Ni-kshay
  • Steps that need to be taken by DBT maker at TU level
  • Steps that need to be taken by DBT checker at Distrcit level
  • Process flow for DBT in PFMS
  • Benefit processing and approval in PFMS
  • Process to create DBT maker and checker accounts.
Post-session Activity  
Chapter 8.3 Monitoring of DBT
Emphasis Points

Discuss the following points:

  • the different registers- Benefit register, beneficiary register, benefit batch register.
  • DBT troubleshooting at various levels- Beneficiary, Benefit, Maker, Banking, PFMS
  • DBT dashboards
  • DBT process Indicator dashboards
Post-session Activity
  • Ask the participants to open the dashboard for their particular district: and look at the information available in the funnel diagram. (Scheme: NPY and Notification cohort- previous two quarters)- Identify the level at which the delay is maximum and discuss what measures can be taken to reduce the delay). Ak them to try the beneficiary status and benefit status. The geographic view may also be discussed to assess the TU wise performance.
  • May ask the participants to do the same exercise for other DBT schemes and ask them to explore the reasons. 
  • The participants may be asked to open the DBT process Indicators dashboard for their district and explore the different schemes and discuss the insights developed during the process.
Module Financial management and Planning
Chapter 9.1 Overview of PIP
Emphasis Points

Discuss the following points:

  • the general terms related to PIP
  • The fund flow 
  • Role of DTO in PIP preparation
Post-session Activity May ask the participants for any doubts/queries.
Chapter 9.2 Needs assessment for Planning
Emphasis Points

Discuss the following points:

  • Identifying the gaps in known program indicators
  • Needs assessment
Post-session Activity May ask the participants to clear their doubts
Chapter 9.3 Preparing a PIP and Implementing the plan
Emphasis Points  
Post-session activity May give one PIP format to the participants and ask them to fill it for their district.
Chapter 9.4 Financial expenditure and accounting
Emphasis Points

Explain the following.

  • The general principles of accounting
  • Basics of account books and records and the maintenance
  • Issue and receipt of vouchers
  • Financial Audits
Post-session Activity  
Module Procurement, Supply Chain Management & Preventive Maintenance
Chapter General Concepts in SCM
Emphasis Points

Explain the following concepts:

  • Drug distribution flow
  • Different stock types and its importance
  • FEFO and its importance
  • Different drugs and supplies under NTEP
  • various stocking points in NTEP
  • Drug stores at different levels- SDS, DDS, TU drug store and drug storage at PHI level (how drugs are stored and role of different stakeholders)
  • Flow of different drugs in NTEP- DS-TB, DR-TB, Bdq, Dlm, Lab supplies.
  • Expiry management and monitoring.
Post-session Activity  
Chapter Information system for SCM in NTEP
Emphasis Points

Discuss the following:

Ni-kshay Aushadhi

Different dashboards- State/district/Alert/Reports and features available at different levels.

Post-session Activity Ask the participants to open their district dashboard and look at the alert dashboard and share the finding with other participants.
Chapter Processes in NTEP
Emphasis Points

Discuss and demonstrate the participants the following processes:

  • Indenting meaning and procedure for requesting the supplies from different levels
  • Issue of supplies and recording in Ni-kshay Aushadhi
  • Consumption of supplies at different levels
  • Forecasting- meaning, importance and calculations.
  • Expiry of drugs, forecasting and disposal
  • PWB- types and preparation
  • Process of return of drugs
  • Reconstitution of Bdq bottle and recording in Ni-kshay
Post-session Activity

Ask the participant to demonstrate the following in demo version of Ni-kshay AUshadhi:

  • Indenting of drugs from the TU store to district
  • Issue of supplies to TU from the district
  • Acknowledge the receipt of drugs at TU
  • Dispatching of drugs in Ni-kshay Aushadhi: On request and without request

 

Ask the participants to demonstrate the following in demo version of Nikshay

  • Adding and Printing Dispensation
  • Returning the dispensation

 

Ask the participants to forecast the supplies (for DS-TB drugs) for next quarter on the basis of consumptions based in previous quarter in their district

 

 

 

Chapter Procurement in NTEP
Emphasis Points

Explain the following points:

Procurement- meaning and importance.

Different types of procurement processes- Direct and tendering

Government e-Marketplace - meaning and different processes involved.

Post-session Activity The trainer may demonstrate them the processes involved in GeM using the demo version/live version using their login credentials. 
Chapter Quality Assurance in Supply Chain Management
Emphasis Points

Discuss the following points: 

Meaning and Processes involved in QA of drugs in NTEP

Recording of QA of drugs in Ni-kshay AUshadhi

Monitoring of drug stores 

Store visits in NTEP- checklist for store visits

Physical verification of supplies and recording in Ni-kshay Aushadhi

Post-session Activity Ask the participant to open demo Ni-kshay aushadhi and demonstrate the recording of Physical Stock verification, and QA of drugs
Module Partnerships, Corporate and Multisectoral engagement
Chapter 10.1 General Concepts in Partnership and MSE
Emphasis Points

Discuss the following points:

  • Vision of NTEP regarding private sector Engagement
  • Importance of Private Sector Engagement and multisectoral engagement
  • Stakeholders for Private Sector Engagement
  • Steps for Engagement.
  • Involvement of Pharmacist, Labs, Ayush Providers
  • Regulatory provisions- H1 regulation, Mandatory notification
Post-session activity  
Chapter 10.2 Models of Partnerships
Emphasis Points

Discuss the following-

  • STEPS
  • PPSA
  • Direct Engagement
Post session activity. May ask the participants to clear their doubts.
Chapter 10.3 Establishing the partnerships
Emphasis Points

Discuss the following:

Guidance Document on Partnership- Overview

Undertaking a needs assessment

Mapping of the stakeholders- meaning and process

Partnership Options- meaning and significance.

Steps to engage a service delivery.

Partnership options available to Private sector engagement

Bundling approach- meaning and significance

Contract- Meaning, Types: input-based, Output-based, Fee for service contract,

Steps for executing a contract.

Budgeting for Partnership options

Performance matrix for partnerships

Verification and validation of invoices

Post Session activity The participants may clear their doubts.
  Multisectoral Engagement
   
   
   
   
   
   
   
   
   
Abhimanyu

Competencies of the Program Managers (PM) at district level

Competencies of the Program Managers (PM) at district level

The following competencies are important to a PM 

Competency Description/ activities pertaining to the said competency Assessment of competency
Implement the NTEP in the district as per guidelines
  • Ensuring uninterrupted TB services in the district (case finding, treatment, prevention, monitoring, supervision and evaluation)
  1. Assess the availability of TB services in the district
  2. Ability to sensitize and train the GHS staff, NTEP workforce, Private providers, Professional organisations (IMA, etc)
  3. Assess the implementation through NTEP performance indicators
  4. Take action in response to Action-oriented feedback
  5. Conduct PDSA cycle for identified issues.
Prepare Program Implementation Plan for NTEP
  • Identify interventions/solutions to local problems 
  • Prepare proposals for newer interventions 
    Locally adapt the strategies of the NSP toward TB Elimination to the district/ state
  • Prepare the annual PIP and budget of the district 
  • Implement activities as per Record of Proceedings (RoP)
1. Verify PIP.
2. Interview with the DTO to identify the current practices regarding planning
Monitor NTEP performance
  • Use Ni-kshay dashboard to monitor the program 
  • Compare the key performance indicators against expected and interpret
  • Do time, place, person analysis and identify areas needing improvement in performance
  • Perform root cause analysis with an intention to solve the identified issues
  • Provide timely and actionable feedback to TUs and PHIs
  • Prioritize themes and finalize agenda based for review meetings based on monitoring
  • Conduct regular review meetings in a consultative mode to identify and solve issues
  • Support staff in taking recommended actions and monitor the change in program performance due to the action
  • Take actions and submit action taken reports to feedback received from state/national level 
1. Verify action-oriented feedback provided by the program manager
2. Verify Minutes of review meeting to check the quality of review
3. Interview with the program manager to identify the current practices regarding monitoring
Perform Supportive Supervision
  • Prioritize geographies and themes for supervision based on monitoring 
  • Conduct supportive supervision to TB Detection Centers, health facilities, patient and staff interviews to solve problems, build capacity of staff and motivate them
1. Verify Supervisory reports to check the quality of supervisory visits
2. Interview with the program manager to understand the current practices
Mange supply chain and logistics
  • Forecasting the requirements of the district
  • Manage procurements of supplies and timely availability of optimum stocks of drugs and consumables, vendor and Contract Management.
1. Interview with the DTOs to understand current practices
2. Verify records (Ni-kshay Aushadhi/Stock registers), Physical Stocks and contract records to check whether supply chain and logistics management are as per norms
Solve problems and improve the quality of program
  • Implement quality improvement measures using Plan-Do-Study-Act (PDSA) approach
1. Check documents and evaluate the field realities for number of problems systematically solved by the DTO
 
Manage the training and capacity building at the district.
  • Monitor and plan the trainings
  • Train staff such as Medical Officers, Health Volunteers, CHO, MPHW, Civil Society Representatives 
  • Advocating for filling the vacant positions in their district
  • Perform staff competency assessment
1. Review training plan and training reports
2. Interview with staff to assess the quality of training conducted by the district
3. Review the competency assessment performed by the DTO.
Manage NTEP funds of the district
  • Make expenditure as per RoP
  • Monitor expenditure against RoP
  • Document expenditure as per guidelines
  • Perform checker functions on Ni-Kshay modules and ensure DBT payment disbursals
1. Review SOEs, account book, PFMS and check whether the program manager is able to perform this function as expected
2. Interview with the program manager to understand the current practices
Advocate for securing resources and commitment for TB Elimination activities   1. Check for any results of advocacy in terms of commitment from District Administration, District Health Administration, engagement of community
2. Check for the relevant meeting records
Engage Public (General Health System) and Private Healthcare Sector for TB Care
  • Identify and map key providers (private hospitals, medical colleges, Government HFs, Private practitioners, AYUSH facilities/practitioners, chemists, traditional healers, laboratories) for engagement
  • Advocate with all providers for following Standards of TB Care in India/ latest NTEP Guidelines.
  • Co-ordinate with agencies working for private sector engagement
  • Liase with professional organizations like IMA, IAP, AHPI etc
  • Co-ordinate with other Health Programmes for joint activities 
1. Interview with private providers, Drug Inspector, Association leaders to check program manager's ability to engage them
2. Interview with the DTO for understanding the current practices
 
Engage Community for Ending TB 
  • Conduct District TB Forum meetings
  • Engaging the community including the TB Vijeta for providing the TB services.
1. Interview with PRI leaders, civil society leaders, TB Vijeta and the staff.
2. Review of documents of community engagement activities
3. Review the proportion of patients who are on receiving community support
Shahnawaz

Trainer's guide for the Course for MO-PHI on NTEP

Trainer's guide for the Course for MO-PHI on NTEP

Introduction

Targeted Trainees: Medical Officer- PHI includes generally all Medical Officers placed at Government Health facilities at primary, secondary and tertiary levels. This does not include Medical Officers that have specified roles in the NTEP program, such as Medical Officers at, District / Nodal DRTB-Centres, Medical Colleges, MO-TC. 

Qualified Trainers: Trainers may be other Medical Officers at the District Level or above that are prior identified by State such as DTOs, MO-TCs who are in-turn trained on their cadre's corresponding course on NTEP. 

Trainers are selected based on their ability to conduct training in an interactive and interesting manner. The Trainers should have completed their own cadre-wise course, thorough with this trainers guide and must possess strong knowledge about the NTEP, and the various processes related to patient workflow and Ni-kshay. The Trainers should be well versed with the supporting IT systems such as those for video conferencing (Zoom/ Teams/ Google meet), Learning Management System (Swasth-eGurukul), Ni-kshay, etc. 

Mode of Training: Training may be provided by utilizing the blended approach where a mix of training methods and modes may be used to execute the training. 

Training Institution: The training of MO-PHI is to be organized by the District TB Centre. 

Recommended Batch size: 25.

Training Duration: The training course content has 4 modules with a total of 18 chapters. A trainee needs to complete this course in about a total 16 hours. The Module wise breakup is provided below

Sr.

Module

Duration

1 Basics of TB and NTEP 2hrs 
2 Case Finding and Diagnosis 3hrs
3 TB Treatment and Management 7hrs
4 Program Management and Programmatic actions 4hrs

Chapter wise detailed instructions for Trainers

Module 1: Basics of TB and NTEP
Chapter 1.1 TB & TB Epidemiology Mode: Self Learning
Emphasis Points
  1. TB is an important public health problem for India and accelerating progress toward the END TB Targets (2015-2035) is a priority for the country
  2. Progression to TB disease exists as a continuum, with two distinct stages (infection and disease)
Post Session Activity

Ask trainees: "Compare and discuss the prevalence of TB in your state and India"

Refer to : National TB Prevalence survey 2019-2021 report, page 68 https://tbcindia.gov.in/WriteReadData/l892s/25032022161020NATBPSReport.pdf

If there are other state specific estimates, discuss that.

Chapter 1.2 NTEP Mode: Self Learning
Emphasis Points
  1. India's commitment to ENDING TB 5 years ahead of global Targets
  2. The PHI is a the 5th level in NTEP hierarchy; the only one responsible for actual service delivery. 
  3. The MO-PHI is the leader and program manager at this level for the population catered to by the PHI. 
Post Session Activity
  1. Discuss: Can a medical college be a PHI? Answer is yes.
  2. Ask one of the trainees to clarify what India is trying to achieve by 2025?  India has committed to prepone the SDGs related to Ending TB five years ahead. Tell them that 'Ending TB'' is different from ''Eliminating TB'' [Refer to https://ntep.in/node/115/CP-indias-commitment-end-tb]
Chapter 1.3 Information Systems in NTEP Mode: Self Learning
Emphasis Points
  1. Ni-kshay is the information system of the TB program
  2. It has different interfaces for various stakeholders ranging from Patient's to program managers
  3. The various stages in a person's care identified in Ni-kshay and the actions to be performed at each stage by which stakeholder.
Post Session Activity Request all trainees to log into Ni-kshay using their institution's login credentials. Ask them to list various modules they are seeing on the page after logging in.  
Module 2: Case Finding and Diagnosis
Chapter 2.1  General Concepts in TB Case Finding  Mode: Self Learning
Emphasis Points
  1. Highlight the various steps in case finding from screening to confirmation of diagnosis.
  2. The policy of and definitions bidirectional screening and UDST. 
Post Session Activity

Ask a few trainees: 'If you refer 10 individuals with TB symptoms for testing from the OPD, what proportion will actually undergo testing?" 

Ask a follow up question: "How do you know that the number is correct?" 

Ask a follow up question: "What could be done to ensure that 100% of the clients referred are tested?" [ Getting information of all individuals with presumed TB either in Ni-kshay or other methods, specimen collection and transportation to prevent the leaks in cascade of care, monitoring the results against the line list of individuals with presumed TB]

Chapter 2.2 Diagnostic Technologies and Lab Network Mode: Self Learning
Emphasis Points
  1. Rapid Molecular Test as a highly sensitive tool for diagnosis of TB
  2. Three tier hierarchy (NRL, IRL, Service Labs- NAAT/ C&DST /Microscopy)
  3. Role of Sputum/ Specimen Collection and Transportation Centre
Post Session Activity Arrange a Visit to (a) Microscopy Centre and understand the External Quality Assurance activities (RBRC, OSE) happening (b) CB NAAT facility and observe the testing process (c) TrueNAT facility and observe the testing process
Chapter 2.3  Diagnostic Specimen Mode: Self Learning
Emphasis Points
  1. Good quality sputum being mucopurulent, early morning sample.
  2. Patient TAT is monitored by the Programme. It includes processes from specimen collection to reporting the test result and is longer than the time taken to perform a test.
Post Session Activity Discuss: What is the Turn Around Time for various tests in your institution? How is that compared against the benchmark? How could we reduce it further?
Chapter 2.4  Active Case Finding Campaign Mode: Self / virtual instructor led
Emphasis Points
  1. ACF is conducted in vulnerable populations to detect cases early. Vulnerable population mapping is the first step in the ACF campaign.
  2. ACF is conducted to find cases early directly from the community.
  3. Yield of ACF is depends on the sensitivity of the screening and diagnostic Technology / algorithm used.
Post Session Activity

"A medical officer was reviewing the ACF data done in their field area. Total individuals mapped for ACF were 10,000; total individuals screened using TB symptoms were 8000. Out of them 400 were found to have TB symptoms. 200 underwent testing and 20 were diagnosed as TB, all were initiated on treatment"

Provide them the scenario. Ask them to comment on the data. 

Discuss: Where is the biggest leaks in cascade? (significant leak in people with TB symptoms not underwent a test). What measures will you take as  MO-PHI to minimize the gap?

Module 3: TB Treatment and Management
Chapter 3.1 General Concepts in TB Treatment  Mode: Self / virtual instructor led
Emphasis Points
  1. The process of treatment starts from initiation to the end of long-term follow-up
  2. Treatment initiation consists of pre-treatment counseling and testing, prescription and dispensation.
  3. Patient Transfer and its implications.
Post Session Activity

Physically check the Fixed Dose Combinations available in the program [4 FDC, 3 FDC, Pediatric drugs]

Perform treatment initiation, and outcome declaration in demo version of Ni-kshay  and restart a case to reinitiate the case on a new episode.

Chapter 3.2  TB Treatment and Care Mode: Self / virtual instructor led
Emphasis Points
  1. DSTB Treatment comprises 4 drugs given as weight band-wise FDCs in two phases. H Mono Poly Regimen consists of 4 Drugs given for 6-9 months.
  2. Regimen for H/ Mono Poly has INH of the DSTB regimen replaced with Lfx and the entire duration of 6 months has all 4 drugs.
  3. Monthly Clinical Follow-up and end IP and CP are required during treatment. Post treatment 6monthly follow-up is required for two years.
  4. Treatment outcomes are declared when the person terminates treatment and in cases of successful treatment (completed/ cured) the patient needs to be followed up for 2 years, every 6 months
Post Session Activity

A 30-year-old female with 66 Kg, newly diagnosed to have drug sensitive pulmonary TB.  

1. What pre-treatment evaluation will you advise before initiating the client on treatment?

2. Initiate and the treatment and prescribe the treatment on the demo version of Ni-kshay

3. Schedule clinical and laboratory follow-up for the client. What all will you will assess when she comes for the follow up? 

Chapter 3.3  Treatment Support  Mode: Self / virtual instructor led
Emphasis Points
  1. Treatment support is a range of measures taken by a Treatment Supporter to ensure that the client completes treatment successfully. 
  2. This includes adherence support, monitoring and referral for ADR, followup-support.
Post Session Activity

Discuss: How do you generally assign treatment supporter to your patient? Is that in consultation with the patient?

Discuss: How many treatment supporters are in your area? What do you think about the quality of treatment support they provide? Share some experiences

Chapter 3.4  Adherence Management  Mode: Self / virtual instructor led
Emphasis Points
  1. Adherence is recorded daily in the Ni-kshay as an action by the person on treatment themselves (through the TB Aarogya Sathi Application/ by DAT) or by the Treatment Supporter. 
  2. Adherence is monitored by all levels of program hierarchy through Ni-kshay using adherence register and adherence dashboards. Based on monitoring retrieval action is to be taken daily by the Treatment Supporter, if unsuccessful, it is to be reported to the corresponding STS for further action/ support.
Post Session Activity

On the demo version of Ni-kshay, Mark adherence for a person on TB Treatment; 5 days as manually reported as taken and 5 days as manually reported as missed. 

Login to Ni-kshay using your institutional credentials. Comment on the treatment adherence pattern of the patients under anti-TB treatment in your area.

Chapter 3.5  TB and comorbid conditions Mode: Self / virtual instructor led
Emphasis Points
  1. Comorbid conditions require TB services to actively refer for comorbidity screening and management, especially Diabetes and HIV. Similarly people with Diabetes and HIV need to be regularly screened for TB.
Post Session Activity Discuss: How many people with diabetes are visiting your institution on a month? Are they all been screened for TB? Share your experiences related to screening for TB among the people with diabetes. How could we ensure that all people with diabetes reaching a health facility are screened for TB?
Chapter 3.6  Infection Prevention & Control  Mode: Self / virtual instructor led
Emphasis Points
  1. AIC measures need be taken by individuals, and as protocols and interventions at Health Facilities.
Post Session Activity Discuss: What are the various administrative measures for air borne infection control in your institutions?  Is it adequate? Is there a scope for improvement?
Chapter 3.7  TB Preventive Therapy Mode: Self / virtual instructor led
Emphasis Points

TB Preventive Therapy is permitted only after ruling out TB

TB preventive therapy is available for people at high risk of TB but is not currently diseased, such as contacts and PLHIV

Post Session Activity Discuss: What proportion of eligible contacts in your area are initiated on TPT? Out of those whom you initiated, what proportion completes the TPT?   What needs to be done to improve the situation
Module 4: Program Management and Programmatic actions
Chapter 4.1  Public Health Actions Mode: Self / virtual instructor led
Emphasis Points
  1. Public Health Actions include a set of actions to support and prevent further health complications and limit social and economical impairment to people with TB and prevent spread of TB in the household and community
  2. These include actions including contact tracing and investigation and actions for prevention of TB.
Post Session Activity Discuss: What are the some of the communication practices towards a person affected with TB  you wish to see changed from your colleagues/staff of your health facility?
Chapter 4.2  Patient Support Mode: Self / virtual instructor led
Emphasis Points
  1. People with TB have various needs and require support to get a diagnosis, completing their treatment successfully and even during post treatment. 
  2. Treatment and Patient support include all measures that are taken by the health system and community to support an individual suffering from TB to successfully complete treatment and return them as functional members of society
  3. MO needs to ensure that people with TB receive those supports.
Post Session Activity Discuss: How should we support a person with TB with alcohol use disorder? Share your experiences related to your team's support in managing such clients.
Chapter 4.3  Social Inclusion and wellness activities  Mode: Self / virtual instructor led
Emphasis Points
  1. Stigma and discrimination towards people with TB exists and these have a significant negative impact on the individual as well as the efforts to end TB
  2. Gender differences and inequalities play a significant role in how people of all gender access and receive healthcare services.
Post Session Activity Discuss: Do you think gender inequality in TB care  exists in your area? As a MO-PHI, what can you do to address the same?
Chapter 4.4 Programme Monitoring Mode: Self / virtual instructor led
Emphasis Points
  1. For the purpose of monitoring information in Ni-kshay is available as registers for each service.
  2. MO-PHIs need to weekly review progress toward end-outcomes patient-wise in each register and direct field staff to take necessary actions for the same.  
Post Session Activity Discuss: Is the Panchayat/Local Body where your health facility is located progressing towards ending TB? Discuss using data.
Abhimanyu

Competencies of MO-PHI

Competencies of MO-PHI
# Competency Description/ activities pertaining to the said competency Assessment methods
1 Diagnose TB Correctly and completely based on NTEP guidelines/Standards of TB Care in India - Identify individuals vulnerable to develop TB disease and TB Infection. 
- Screen for TB using 4 symptom complex and Chest X ray and identify presumptive TB 
- Prescribe appropriate diagnostic test to diagnose TB/ EP-TB, DR-TB, paediatric TB and TB Infection to the eligible based on NTEP guidelines/ Standards of TB Care in India 
- Enroll a person in Ni-kshay and request for Test through Ni-kshay based on NTEP Diagnostic algorithms and requirements for UDST 
- Enter the diagnosis details of clinically diagnosed TB in Ni-kshay
- Implement Intensified Case Finding in the Facility 
1. Verification of case records in Ni-kshay to check whether correct tests are prescribed and the diagnosis is complete including testing for drug resistance 2. Interview with Medical Officer to understand his/her practice in relation to diagnosis of TB and adherence to diagnostic algorithm and request appropriate tests.
3. Assess OPD referral rates of presumptive TB Cases and random prescription audits for referral for TB Testing of presumptive TB Cases
4. Interviews with people affected with TB under care of the MO to check whether cases are diagnosed completely based on referral for testing and test results.
5. Review of Test Request (Referral for testing) Registers to check for appropriate referral of patients or their samples for higher diagnostic tests which are not available in the current health facility.
2 Prescribe and initiate TB treatment to a person diagnosed as TB/ TBI - Check reports of various laboratory and radiological investigations and interpret the results to make a diagnosis of TB or TB Infection and decision to treat based on microbiological or radiological evidences or on clinical judgement
-Classify the TB disease based on site of disease, DST results and history of anti-TB treatment.
- Prescribe appropriate regimen to treat people affected with DS-TB, H Mono/Poly TB, TB Infection based on NTEP guidelines/ Standards of TB Care in India according to weight bands for adult and paediatricsx
-Identify an appropriate treatment supporter in consultation with the person affected with TB
- Evaluate & advise for indoor admissions based on differrentiated TB care model
- Modify regime (based on laboratory results and clinical examination, special conditions such as TB in pregnancy, renal impairment, adverse events following anti-TB treatment, liver functions impairment etc.) based on program guidelines 
-Document the treatment initiation and details of prescription in Ni-kshay
1. Verification of case records and treatment card in Ni-kshay to check whether correct regimens are prescribed 
2. Interview with Medical Officer to understand current prescription practices 
3. Interview with patients under care of MO and assess whether right regimen are prescribed
4. Review of Ni-kshay module for differentiated TB care which is updated for all the patients for the TB unit
3 Perform pre-during-and post-treatment evaluation of people affected with TB/DR-TB/TB Infection, as per programme guidelines/ STCI - Cousel for Perform or coordinate for pre-treatment evaluation of people affected with DS-TB/ DR-TB/ TB Infection 
- Conduct periodic clinical follow up and prescribe appropriate laboratory follow-up for people on treatment for DS-TB/DR-TB/TB Infection
- Prescribe and arrange for post treatment follow-up investigations as per programme guidelines 
- Document all evaluation details in Ni-kshay  
1. Verification of case records in Ni-kshay/ Treatment cards or prescriptions to check whether all evaluations are done correctly 
2. Interview with Medical Officer to understand current practice of pre-during-post evaluations 3. Interview with patient/beneficiaries under the MO's care to check whether all evaluations are done correctly
4. Review Status of post Treatment followup in cases notified in Nikshay for the past year
4 Identify and manage Adverse Drug Reactions due to anti-TB drugs   - Screen for adverse drug reactions to anti-TB drugs among people on treatment 
-Detect and grade ADRs due to anti-TB treatment 
-Evaluate adverse reactions of anti-TB medicines and manage them appropriatly based on NTEP guidelines 
-Counsel people affected with TB/TBI about nature, consequences of ADRs and changes in treatment rehimen to address the ADRs
- Document the ADRs on Ni-kshay  
1. Verification of case records in Ni-kshay and treatment records to see ADR's were identified and managed 
2. Interview with Medical Officer to understand the practices related to ADR identification and management including referral to higher centres
3. Interview with patient/beneficiaries under MO's care to understand whether ADRs are identified and managed properly
5 Transfer persons affected with TB/DR-TB, to higher center/ nearest health facility for appropriate management, correctly and timely - Identify the need for referral of people affected with TB for availaing various services 
-Refer the beneficiary following standard operations including documentation in Ni-kshay 
- Coordinate with respective program staff for continuation of care post referral 
1. Verification of case records in Ni-kshay and treatment records to check whether referral is correct and timely
2. Interview with MO to understand the current prictise related to referral 
3. Interview patients/beneficiaries under MO's care to check whether referral is prompt 
6 Evaluate and mange person affected with TB for medical co-morbidities and conditions  - Screen people diagnosed with TB for co-morbidities like Diabetes, HIV, Malnutrition, COVID-19 and sustance abuse like Tobacco Use, Alcohol use
-Mange the co-morbidity and link them to appropriate services whereever required
- Document the co-morbidity status in Ni-kshay
1. Verification of case records in Ni-kshay to check whether screening and management of co-morbidity are done as per guidelines
2. Interview MO to understand current practices regarding co-morbidity management
3. Interview beneficiaries/ patients under MO's care to check whether co-morbidities are screened and managed properly
7 Counsel the people with presumptive TB or people affecetd with DS-TB/DR-TB/ TBI and their family  - Counsel the people with persumptive TB/ people affected with TB/TBI on: Early and complete Diagnosis of TB, correct and complete Treatment of TB, Treatement Adherence, Air borne Infection Control, Contact Investigation, TB Preventive Therapy, Co-morbidty management, Adverse Drug Reactions and Social welfare measures 1. Interview with Medical Officer to understand current practises regarding counselling
2. Interview with patients/ beneficiaries to understand the quality of counselling received from MO
8 Ascertain treatment outcomes as per NTEP guidelines - Ascertain appropriate outcome of the prescribed treatment as per NTEP guidelines.
- Document treatment outcomes in Ni-kshay
1. Verification of records in Ni-kshay to check whether outcome assigned are correct
2. Interview with people who had their outcome assigned to check whether the outcome assigned were correct
9 Monitor NTEP and perform supportive supervision in the health facility and in the population served by the health facility -Monitor the NTEP program at facility level and at the level of population served by the facilty, 
-Use Ni-kshay reports and other program reccords/registers, and supervise all services/ processes reach their logical conclusion. Incase of any difficulty inform higher program management (MOTU/ DTO) for further action. 
-Monitor the input and process indicators related to the output/outcome indicator and suggest corrective actions 
- Conduct supportive supervision and help in building capacity of nursing, paramedical and field staff with an intention to improve quality of services. 
- Provide timely and actionable feedback to health sub-centers and reporting field staff (ANM, ASHA, TB-HV, STS, STLS, MPW, CHO, etc.)
- Ensure the staff are supported in taking the actions leading to an improvement in quality of services
1. Verification of review meeting minutes, documentation of feedbacks provided and supervisory registers to check qulaity of monitoring, review and supervision activities
2. Interview with MO to understand the current practises regard to Monitoring, Review and Supportive supervision
3. Interview with staff (ANM, ASHA, TB HV, STS, MPHW, CHO, Nurse, Pharamacist etc.) supervisied by MO to get an understanding about the quality of supportive supervision and review 
10 Advocacte with Local Government, Private providers and community for engaging them for TB Elimination activities in the field area of health facility  - Advocate with Local Government (Panchayat/ Municipality) to commit for Ending TB 
-Technically assist Local Government in planning and implimenting TB Elimination activities including fostering community ownership, decentralised surveillance, organising treatment support to needy, air borne infection control at household, community, hospitals and workplaces, intersectoral coordination with other line departments. -Advocate with and successfully engage private health delivery service providers to ensure citizens reaching them are receiving care as per the STCI -Conduct meetings like "patient provider meetings, TBHV-ASHA-ANM/MPHW-Treatment Supporter meetings, various committee meetings (Rogi Kalayan Samiti/ RKS, Jan Arogya Samiti/ JAS, Village Health Sanitation, and Nutrition Committee/ VHSNC, Mahila Arogya Samiti/ MAS, DRTB Center committee, Medical College Core-committee, District TB Forum, etc.), discuss the desired changes with related to TB Program and achieve the same.
1. Check for any results of advocacy in terms of commitment from Local Government, engagement of private providers, engagement of community
2. Interview with private practitioners and Local Government leaders to get an understanding about the MO's competency
ManuMathew

Trainers' Guide for Course for MO-TC on NTEP

Trainers' Guide for Course for MO-TC on NTEP

Introduction

The purpose of this document is to provide the course coordinators and trainers for the ‘Course for Medical Officers- TB Control’ guidance for planning and executing the training. The targeted trainees for this course would be:

  • Medical Officers- TB Control

This training may be provided by utilizing the blended approach where a mix of training methods and modes will be used to deliver content. This would include either in-person/ virtual training or facilitator led/ Self learning/ demonstration and role plays. Training sessions which require hands-on training will be conducted only in a physical setting. Keeping in mind the aforesaid best practices of the Modernized Training System, the training institute may decide to choose the approach which is most suitable for their trainees.

  1. The training of MO-TC is to be conducted at STDCs. The batch size for Physical Session/Virtual Sessions should not be more than 25.

    Virtual sessions: the trainees will be going through the online content, and attempt quizzes after each module. An instructor-led session will also be conducted for each module. This will help the trainees for better clarification of contents and to address the queries and doubts.

    Physical/In-person Sessions: For the training areas which require hand-holding of trainees like demonstration of processes- like patient management in Ni-kshay, filling of various forms, Adherence Management tools, recording information on Public Health action, use of NI-kshay Aushadhi, etc in-person training sessions need to be conducted.

    The training course content has 13 modules and 53 chapters. Based on different modalities used for the training, the training delivery should take at least 60 hours.

    For the purpose of assessment of trainees, a pre-test before the beginning of training, interim quizzes at the end of each module and a post-test at the end of training has been configured in the course content.

    Some exercises have also been formulated to assess and reinforce the learnings of the trainees based on their job requirements. These exercise will be communicated to the trainees either before the beginning of in-person sessions and the solutions of which will be discussed during the physical sessions.   
    The other exercises will be given to trainees during the conduct of the training and will be discussed simultaneously.

    The certificates are auto-generated for the trainees in their LMS account on successful completion of post-test and their performance in interim quizzes. 

    Training curriculum / Agenda

Sr. Module  Chapters Training Modality

Duration

(Hrs)

1 Basics of TB and NTEP
  • TB TB Epidemiology
  • NTEP
  • Approaches to S&M in NTEP
  • Integration of NTEP with Health System
  • Information Systems in NTEP

Self-Reading/Virtual


 

6

2



 

TB Laboratories and Diagnostic technologies in NTEP
  • Diagnostic Technologies and Lab Network
  • TB Detection centres
  • Specimen collection and transportation
  • Quality Assurance of TB Detection Centres
Self-Reading/Virtual 6 (including Lab/Field visit)
3 TB Diagnosis and Case finding
  • General Concepts in TB Case Finding
  • Approaches to TB Case Finding
  • Diagnostic Algorithms in NTEP
  • Active Case Finding Campaign
  • S&M for Case finding activities in NTEP
Physical

6



 

4 TB Treatment
  • General Concepts in TB Treatment
  • DS-TB Treatment and Care
  • Overview of DR-TB Treatment and care
  • Isoniazid [H] Mono/Poly DR-TB Regimen
  • Treatment Support 
  • Adherence Management
  • ADRs to ATT
  • Monitoring of Treatment
Physical 10(including field visit)
5 TB and comorbidity management
  • National Programme for Prevention and Control of Cancer, Diabetes, Cardiovascular diseases and Stroke [NPCDCS]
  • TB and HIV
  • TB and Diabetes
  • TB and malnourishment
  • TB and Substance Abuse
  • TB and other comorbid conditions
  • Monitoring the comorbidities
Physical 3   
 
6 Public Health Action
  • Patient Support
  • Contact tracing and investigation
  • Counselling
  • TB Arogya Sathi App
Physical 4
7 TB Prevention
  • Infection Prevention and Control
  • TB Preventive therapy
Physical 4
 8 Direct Benefit Transfer in NTEP
  • General Concepts in DBT
  • Processes in DBT
  • Monitoring of DBT
Physical

6

 

9 Procurement, Supply Chain Management & Preventive Maintenance
  • General Concepts in SCM
  • Information system for SCM in NTEP
  • Processes in SCM
 Physical 6
10 Partnerships, Corporate and Multisectoral engagement
  • General concepts in Partnership and MSE 
  • TB Mukt Panchayat Initiatives
  • Models of Partnership
 Physical 4   

 

11

 

ACSM and Community Engagement
  • ACSM Activities
  • TB Champions
  • PM TB Mukt Bharat Campaign
  • Engaging Family Care Givers for Supporting Persons with TB
Physical 4

12

 

Supervision, Monitoring and Evaluation
  • Supervision
  • Monitoring
Physical 4
13

Training and capacity development

Training and capacity development Physical 3

Trainers: 

For this course, following personnel may be appointed as the trainers:  

  • MO - STDC 
  • MO - STC
  • WHO-consultants
  • DTO (select)
  • SDS/DDS Pharmacists (Select)- for Supply chain and drug distribution module.

Trainer Eligibility

Trainers should have ability to conduct training in an interactive and interesting manner. The Trainers should have completed the ‘Course for MO-TC’ or Should have undergone training on 'Course for Program Managers in NTEP' and they must possess strong knowledge about the NTEP and the various processes related to patient workflow, Niskahy and Niskahy Aushadhi.  The Trainers need to go through the Chapter- wise Training Guide for this Course, provided as an Annexure.

The Trainers should be well versed with the IT systems, for video conferencing (such as Zoom), Learning Management System (such as Swasth-eGurukul), Ni-kshay and Ni-kshay Aushadhi. 

Chapter wise instructions for Trainers 

The aim of providing chapter-wise detailed instructions provides the Trainers with the following:

  1. Module-wise and Chapter-wise, modality that may be adopted (Self-reading/virtual/ Physical/ In-person)
  2. The estimated time to complete the content.
  3. The key messages that a trainer should emphasize upon, while delivering the training

The activities which should be conducted at the end of each chapter / session to ensure learning effectiveness. This may include asking specific questions, demonstrating processes, discussing various forms and equipment. If any Module specific physical visits are required to be conducted, such details are also provided here. 

Some exercises have also been provided with the relevant chapters that the trainees need to finish as the part of curriculum. The trainers should ensure that all the trainees finish these exercises individually and record it in appropriate response forms. All the exercise should be discussed by the trainers during the training.

This guiding document will also aid in bringing uniformity with respect to the content and quality of training conducted across the entire state and nation. 

Module 1: Basics of TB and NTEP                                            
Chapter 1.1 TB & TB Epidemiology
Emphasis Points 1. Difference between Incidence and notification   
2. Difference between Exposure to TB, infection and TB disease.
Post Session Activity
  • Give an exercise to calculate the Notification rate of a TU. In a TU with a population of 2 lakhs, 100 TB cases were diagnosed and reported during the year 2022. A total of 90 people with TB were initiated on treatment, 5 died and  2 migrated before initiation of treatment and 3 could not be contacted at all. What is the annual TB notification rate for that TU in 2022? [ Answer: 50 per lakh]
  • Discuss - Can we call the above obtained Notification figure as the incidence of TB in that TU? If not, Why? [Discussion Points: Notification and Incidence are not the same. Notification includes all diagnosed TB cases and reported to the system. It includes both new and previously treated cases. There may be cases diagnosed, but not reported. It is possible that there will be cases in the community not diagnosed at all.]

These exercises are to be given as assignments that trainees need to finish before start of 2nd module.

Assignments:

  1. Find the incidence of TB in India in preceding year. Please mention the source . 
  2. What was the no of TB notifications in India for year 2021. Please mention the source
  3. Why incidence is not same as notification?  
  4. Download the notification register (Q1-2023) of your district.   
    1. What are the Columns headings available in the register?  
    2. What are the options available under the filters for the 4 columns- a) patient status, b) key population, c)basisOfDiagnosis_FinalInterpretation, d) Treatment Outcome
Chapter 1.2 NTEP
Emphasis Points
  1. Explain what India is committed to achieve in 2025 in relation to SDG related to ending TB. Clarify that the country has preponed the 2030 SDG targets related to ending TB to 2025.
  2. Organizational structure of NTEP with broad functions of each institution (state level and below) 
  3. Different stages in the patient’s life cycle need to be explained in detail and emphasis on the concept of continuum of care from ‘presumptive TB to post treatment follow up'.
  4. Concepts of ‘’Standards of TB Care’’ as a minimum set of care that every citizen in India should receive irrespective of where he/she seeks care from.
  5. What does a TU actually mean? 
Post Session Activity

Discuss- ‘What India is committed to achieve in 2025 in relation to ending TB?’’ [Clarify that the country is only trying to achieve the SDG goals related to Ending TB]

Discuss- ‘Can Medical College/ IRL be a PHI?’[Clarify that any patient service delivery point will be a PHI, but program management units like STC, DTC, TU etc are not PHIs]

Assignments:

  1. Enumerate the 4 pillars/strategies mentioned in NSP (2017-2025).
Chapter 1.3 Approaches to S&M in NTEP
Emphasis Points Discuss the importance of S&M. Emphasize that S&M of the different activities under NTEP will be discussed alongside the activity while discussing the content in the modules.
Post-session activity

Assignment:

1.3.1- Find the index score of your district using Nikshay for year 2022.   
1.3.2.-FInd the areas where the performance of district is less than the state average.

Chapter 1.4 Integration of NTEP with Health System
Emphasis Points Discuss the need for integration of NTEP with the general health system & NHM and how that integration is envisioned.
Post-session activity

Discuss - "What are the opportunities available to NTEP through Health & Wellness Centers? How could that be materialized?

Assignments: 

1.4.1-Write the organisation str of NTEP in your district.   

Chapter 1.5 Information Systems in NTEP
Emphasis Points
  1. The Information system in NTEP is an ecosystem of three applications (Ni-kshay, Ni-kshay Aushadhi and Ni-kshay LIMS ) which interact with each other and with other external systems.
  2. Data from these systems may be viewed/ extracted for monitoring and review purposes from Ni-kshay Reports and Dashboards.
  3. Patients may access their health record from the Ni-kshay Arogya Saathi Application
  4. There may be other additional supporting applications provided by NTEP, states, National Institutes  or by other partner organizations. Eg, TB Free Himachal, N-TB Application, ManageTBIndia, 
Post-session Activity 1.5.1- Enlist the different stakeholders that are working with Nikshay and their specific roles in NI-kshay.
Module 2 TB Laboratories and Diagnostic technologies in NTEP
Chapter 2.1 Diagnostic Technologies and Lab Network
Emphasis Points Names of different tests, their uses, advantages and disadvantages
Post-session Activity

Discuss: what are the advantages and disadvantages of FL- LPA over NAAT? 

Discuss “how many sputum collection and transportation facilities are there in their concerned district? Make one participant explain how it functions and what are the benefits out of it”? - Bring out the following benefits (1) prevents leaks in cascade of care (reduce loss from presumptive TB identification to TB Testing) (2) minimizes patient inconveniences (3) minimize patient Turnaround Time (4) reduce out of pocket expenditure (5) helps in infection control as people with symptoms need not travel

Assignment:

3.1.1Learn about the processes being followed in your district for sample transport from patient to TDC.   
3.1.2Learn about the different processes being followed in Nikshay for the same- i.e. adding test request, sample details and entering results in Ni-kshay.

Chapter 2.2 TB detection Centres
Emphasis Points Discuss the consumables required for the Microscopy, CBNAAT and Truenat
Post-session Activity

Assignments:

A Lab-visit needs to be organised for participants to see the different processes involved for testing.

Chapter 2.3 Specimen collection and transportation
Emphasis Points

The need for SCT, importance of cool chain requirement.

Discuss how the delays can be reduced to improve the TAT overall

Post Session Activity May ask one of the participants to volunteer and demonstrate the different processes being followed in Nikshay for the same- i.e. adding test request, sample details and result updation in Ni-kshay.
Chapter 2.4 Quality Assurance of TDC
Emphasis Points Explain the process involved in EQA of microscopy.
Post-session Activity

Lab Field visit:

A field visit should be organized to a lab to understand and discuss the following:

  1. Microscopy Centre:  The following should be discussed/ demonstrated:
    1. Slide preparation, Storage of slides  
    2. Lab Register (Physical and Ni-kshay: what all records are being digitized) 
    3. Selection of slides for EQA & RBRC  
    4. Quality Control (QC) slides  
    5. Flow of pt and samples from OPD to MC and to CBAAT facility.
    6. View the "My tests" page of the PHI login in Ni-kshay and review the status of tests in the last 1 month. 
    7. Discuss the process of referring a patient for testing through Ni-kshay. 
  2. NAAT Facility
    1. Discuss the CBNAAT process overview  
    2. DOs and Don'ts while doing CBNAAT  
    3. View the "My tests" page of the PHI login in Ni-kshay and review the status of tests in the last 1 month. 

3) Obtain the Lab register from Nikshay and calculate the patient TurnAroundTime (referral to test reporting) for the lab and compare it with the Lab TurnAroundTime (Sample Receipt to Reporting)

Module 3

TB Diagnosis and Case finding

Chapter 3.1 General Concepts in TB Case Finding
Emphasis Points Differentiate between screening and testing. 
Post-session Activity  
Chapter 3.2 Approaches to TB Case Finding
Emphasis Points Clearly differentiate the difference between the three different approaches- Active, Passive and Intensified.
Post-session Activity
  • Discuss the following scenarios and ask the participants which case finding those are

(i) Screening for active TB in a Diabetic Clinic & testing those who screened positive

(ii) Screening for active TB in an elderly home & testing those who screened positive

(iii) Screening for active TB in cancer wards & testing those who screened positive

Chapter 3.3 Diagnostic Algorithms in NTEP
Emphasis Points Discuss how the algorithms to be read
Post-session Activity Ask the participants to look at details of 5 TB patients from their TU and see whether complete diagnostic algo has been followed or not.
Chapter 3.4 Active Case Finding Campaign
Emphasis Points Step by step process in planning and execution of an ACF campaign with special emphasis on identification of target population, need for micro planning and need to prevent the leaks in the cascade of care.
Post-session Activity Discuss how ACF campaign is carried in participants geography and how the activity can be carried out more effectively.
Chapter 3.5 S&M for Case finding activities in NTEP.
Emphasis Points Discuss the TB index dashboard.   
Discuss the TB Notification dashboard.
Post-session Activity The participants may be asked to access the TB index dashboard and TB notification dashboard from their logins and share their learnings with other audience.
Module 4 TB Treatment
Chapter 4.1 General Concepts in TB Treatment
Emphasis Points

It's an overview chapter explaining the concepts- Fixed Dose Combination, Intensive & Continuation Phase.  

  • Process of Treatment Initiation and Transfer of patients 
  • Follow-up - clinical and laboratory, assigning Treatment outcome and long-term follow-up.
Post-session Activity Request two participants to demonstrate in Demo Ni-kshay the ‘Transfer’ of patients using (i) Push and (ii) Pull methods. 
Chapter 4.2 ADRs to ATT
Emphasis Points Discuss about the aDSM available in Ni-kshay , the importance and how it is carried out.
Post-session Activity Ask one of the participants to demonstrate the adverse event module in Ni-kshay from reporting, management and outcome.
Chapter 4.3 DS-TB Treatment and Care
Emphasis Points
  • Regimen and dose of drugs for managing DS-TB for adults and paediatric group and weight bands available. 
  • Display all FDCs in NTEP and ensure the participants could identify all information related to it.
  • Common adverse events of anti-TB drugs
Post-session Activity
  • Call one participant and ask to explain the step-by-step process for initiating treatment to a 50 Kg old adult diagnosed with pulmonary TB (Rif Sensitive). Write down all the steps in a flip chart/chatbox/Virtual whiteboard. Ask other members to comment on the missed steps and the order of steps. 
  • Call a second participant and ask to explain the follow up for the same patient.
Chapter 4.4 Overview of DR-TB 
Emphasis Points

Explain: 

  • What is UDST?
  • Classification of DR-TB?
  • Regimens available for DR-TB?
  • Levels of facilities where treatment needs to be initiated.
Post-session Activity Ask participants for doubts and help them clear those doubts. 
Chapter 4.5 Isoniazid [H] Mono/Poly DR-TB Regimen
Emphasis Points Discuss the regimen composition and duration, inclusion-exclusion criterion, replacement sequence and the follow-up examination.
Post-session Activity May ask the participant to look at 2 TB patients (outcome declared) on H Mono/poly DR-TB regimen whether the follow-up sputum examination was done timely or not.
Chapter Shorter Oral Bedaquiline-containing MDR/RR-TB Regimen
Emphasis Points Discuss the regimen composition and duration, inclusion-exclusion criterion, replacement sequence and the follow-up examination.
Post-session activity May ask participants to look at 2 TB patients (outcome declared) on shorter oral Bdq containing MDR/RR regimen whether all the relevant investigations for PTE and follow-up sputum examination were carried out timely.
Chapter Longer Oral M/XDR-TB Regimen
Emphasis Points Discuss the regimen composition and duration, inclusion-exclusion criterion, replacement sequence and the follow-up examination.
Post-session activity May ask participants to look at 1 TB patient (outcome declared) on longer oral M/XDR regimen whether all the relevant investigations for PTE and follow-up sputum examination were carried out timely.
Chapter 4.6 Treatment Support
Emphasis Points Discuss the role of treatment supporter and how they can be registered in Nikshay, patient mapped. 
Post-session Activity Ask the participants to practice the registration of treatment supporter and subsequent mapping of patients to the treatment supporters in demo-version in Ni-kshay.
Chapter 4.7 Adherence Management
Emphasis Points
  • Discuss about the importance of adherence and how adherence is being reported, recorded and monitored through Ni-skahy.
  • Imparting skills to Record adherence in Ni-kshay- Demonstrate the recording of adherence in Ni-kshay. 
  • Recording adherence using TB Arogya Sathi Application
  • Discuss about the Adherence dashboard.
Post-session Activity
  • One/more participants may be asked to record the adherence in Ni-kshay
  • Request everybody to open their adherence dashboards and comment on their % of 'Average Adherence' of all patients on treatment.
  • Request all participants to open their adherence task list and ask their plans based on the task list
Chapter Monitoring of Treatment
Emphasis Points Discuss the indicators used in monitoring the treatment- treatment initiation, outcome declaration.
Post-session activity

Exercise: Ask the participants to download the notification register for Q1-2023 and ask them to calculate the average delay in treatment initiation from date of diagnosis.

Discuss how this delay can be minimised.

Field Activity

A 2nd field visit(Batch size- 5-7 participants) should be organised to the following

  1. Treatment Centre (PHI)
    1. Explain Patient flow at the centre: OPD visit (passive case finding) - registration/enrolment-> Visit to MO-> Specimen collection and transportation (spot and early morning samples) -> Pre-treatment counselling->Treatment initiation-> Dispensation-> Home visits->ADR identification and reporting-> Follow-up patient visits -> transfer of patient. The data entry points for recording the above processes in Ni-kshay and the relevant forms and registers to be maintained at the treatment centres.
  2. Drug Store
    1. Discuss storage of drugs (ideal storage conditions),
    2. Processes being followed at the store (inward and outward stocks) - Both physical and Ni-kshay Aushadhi Records and registers (including logbook for temp and humidity, Stock Registers, Intend/ Drug Request form, maintained at the store
Module 5

TB and comorbidity management

Chapter 5.1 TB and HIV
Emphasis Points Bidirectional screening for TB-HIV
Post-session activity Ask the participants to describe the existing mechanism at their district to screen TB among the people visiting ICTC centres-   
how is the screening being done? How is it ensured that all those referred for testing have undergone testing? Discuss if there is any scope for improvement.
Chapter 5.2 TB and Diabetes
Emphasis Points Bidirectional screening for TB-Diabetes
Post-session activity Ask the participant to describe how diabetes testing is done among people with TB in their district? What are the steps if a person with TB is found to have diabetes? Who and how is diabetic control ensured for that person? Discuss if there are any ways to improve. 
Chapter TB and malnourishment
Emphasis Point: Discuss how malnourishment affects TB patient and role of Nutritional support in successful completion of treatment.
Chapter TB and Substance Abuse
Emphasis Point:  Discuss how Alcohol and Tobacco Abuse affects TB and importance of linkage with the deaddiction centre. 
Post Session Activity The participants may be asked to list the de-addiction centres and tobacco-caseation centres.
Chapter TB and other comorbid conditions
   
Module 6 Public Health Action
Chapter 6.1 Patient Support
Emphasis Points Various kinds of support the TB patient needs (nutritional support, psychosocial support, support for deaddiction, travel support) and how STS could help in offering the same 
Post-session activity Give a scenario: A 62-year-old woman from a Tribal community affected with TB. Ask all participants to list out all the Government schemes/initiatives which can support her during the treatment period? Write down all schemes in a flip chart/Chatbox/Virtual board 
Chapter 6.2  Contact tracing and investigation.
Emphasis Points

Discuss:

  • Step by step process for contact investigations
  • Discuss the steps to record the contact tracing in Ni-kshay
Post-session Activity
  • Ask one of the participants how contact investigations are happening in his/her geography (Coverage, Quality, Periodicity, Challenges).  
  • Ask one/more participants to demonstrate the process in Ni-kshay(Demo) 
Chapter 6.3 Counselling
Emphasis Points

Discuss:

  • Basic principles of counselling (DOs and DONTs)
  • Points to be included while counselling of a person with TB
Post-session Activity
  • Ask participants to comment on the following statements made by STS while counselling a person with TB
  1. “I have already informed all people who came to your shop that you are having TB”. (Clue: It's a breach of confidentiality. It should have been discussed with the person with TB first. The person with TB should have been empowered to disclose it to others if required)
  2. “If you are not taking the medicines properly, you will definitely die”. (Clue: It's a coercive/threatening language and should be avoided)
  3. “Because you were a smoker and alcoholic, you got TB” (Clue: It's a blame on the person and should be avoided)
Chapter 6.4 TB Arogya Sathi App
Emphasis Points

Discuss the various information available in TB Arogya Sathi Application- 

  • the two user interfaces (General Public and TB patient)
  • The TB Screening tool
  • How to locate the nearest health facility
  • Accessing the treatment details (patient interface)
  • Recording the adherence using the app
  • Viewing the DBT benefits and statuses.
  • Entering /modifying the bank details
Post-session Activity The participants may be requested to do a screening test on themselves and check the working of the application.
Module 7 TB Prevention
Chapter 7.1 Infection Prevention and Control
Emphasis Points

Discuss the following:

  • Need for IPC
  • Airborne infection control and need for it.
  • Administrative measures for ensuring AIC (particularly with respect to HFs). 
  • Ventilation as an AIC measure (focus on seating plan for Health care provider and people with symptoms, air-flow in labs providing TB detection/diagnostic servies)
  • AIC practiced at Microscopy centres including the PPEs
  • The need and ways for disinfection and Bio-medical waste management at the Health facilities
  • the important roles various stakeholders are required to play emphasising more on their role.
Post-session Activity
  • May ask the participants to recollect the AIC practices being followed in DR-TB ward (part of field-visit) and enumerate it.
Chapter 7.2 TB Preventive Treatment
Emphasis Points

Discuss the following points:

  • The eligibility for TPT
  • The different regimens available
  • The different approaches- Test & Treat and test only approach.
  • Testing for TB infection- TST, IGRA and CyTB and interpretation of different test results
  • Counselling for TBI testing and TPT
  • Importance of adherence for TPT and its monitoring
  • Management of missed doses in TPT course
  • Outcome for TPT t
  • Monitoring indicators for TPT
Post-session Activity Ask the participants to download the Contact tracing register (for Q3-2022) and comment on the leakages in the cascade of care for TPT for your geography.
Chapter 8.1 General Concepts in DBT
Emphasis Points

Discuss the following points:

  • Different DBT schemes under NTEP- beneficiaries and benefits
  • Different stakeholders for DBT and their roles & responsibilities
  • Other state-specific social welfare schemes may also be discussed
  • Ni-kshay Poshan Yojana- benefit and the eligibility conditions
  • Tribal Support scheme
  • Treatment Supporter- eligibility and Honorarium
  • Financial incentives for Private provider and informants
  • How to register the private Health facilities and processing of their benefits
  • Discuss the generation of benefits in Ni-kshay
  • Different scenerios where private facilities will be getting benfits
Post-session Activity  
Chapter 8.2 Processes in DBT
Emphasis Points

Discuss the following points:

  • Process of benefit processing in Ni-kshay
  • Steps that need to be taken by DBT maker at TU level
  • Steps that need to be taken by DBT checker at Distrcit level
  • Process flow for DBT in PFMS
  • Benefit processing and approval in PFMS
  • Process to create DBT maker and checker accounts.
Post-session Activity  
Chapter 8.3 Monitoring of DBT
Emphasis Points

Discuss the following points:

  • the different registers- Benefit register, beneficiary register, benefit batch register.
  • DBT troubleshooting at various levels- Beneficiary, Benefit, Maker, Banking, PFMS
  • DBT dashboards
  • DBT process Indicator dashboards
Post-session Activity
  • Ask the participants to open the dashboard for their particular TU: and look at the information available in the funnel diagram. (Scheme: NPY and Notification cohort- previous two quarters)- Identify the level at which the delay is maximum and discuss what measures can be taken to reduce the delay). Ak them to try the beneficiary status and benefit status. The geographic view may also be discussed.
  • May ask the participants to do the same exercise for other DBT schemes and ask them to explore the reasons. 
  • The participants may be asked to open the DBT process Indicators dashboard for their TU and explore the different schemes and discuss the insights developed during the process.
Module Financial management and Planning
Chapter 9.1 Overview of PIP
Emphasis Points

Discuss the following points:

  • the general terms related to PIP
  • The fund flow 
Post-session Activity May ask the participants for any doubts/queries.
Chapter 9.2 Needs assessment for Planning
Emphasis Points

Discuss the following points:

  • Identifying the gaps in known program indicators
  • Needs assessment
Post-session Activity May ask the participants to clear their doubts
   
   
   
Chapter 9.4 Financial expenditure and accounting
Emphasis Points

Explain the following.

  • The general principles of accounting
  • Basics of account books and records and the maintenance
  • Issue and receipt of vouchers
  • Financial Audits
Post-session Activity  
Module Procurement, Supply Chain Management & Preventive Maintenance
Chapter General Concepts in SCM
Emphasis Points

Explain the following concepts:

  • Drug distribution flow
  • Different stock types and its importance
  • FEFO and its importance
  • Different drugs and supplies under NTEP
  • various stocking points in NTEP
  • Drug stores at different levels- SDS, DDS, TU drug store and drug storage at PHI level (how drugs are stored and role of different stakeholders)
  • Flow of different drugs in NTEP- DS-TB, DR-TB, Bdq, Dlm, Lab supplies.
  • Expiry management and monitoring.
Post-session Activity  
Chapter Information system for SCM in NTEP
Emphasis Points

Discuss the following:

Ni-kshay Aushadhi

Different dashboards- State/district/Alert/Reports and features available at different levels.

Post-session Activity Ask the participants to open their TU dashboard and look at the alert dashboard and share the finding with other participants.
Chapter Processes in NTEP
Emphasis Points

Discuss and demonstrate the participants the following processes:

  • Indenting meaning and procedure for requesting the supplies from different levels
  • Issue of supplies and recording in Ni-kshay Aushadhi
  • Consumption of supplies at different levels
  • Forecasting- meaning, importance and calculations.
  • Expiry of drugs, forecasting and disposal
  • PWB- types and preparation
  • Process of return of drugs
  • Reconstitution of Bdq bottle and recording in Ni-kshay
Post-session Activity

Ask the participant to demonstrate the following in demo version of Ni-kshay AUshadhi:

  • Indenting of drugs from the TU store to district
  • Issue of supplies to TU from the district
  • Acknowledge the receipt of drugs at TU
  • Issue of supplies ot the PHI from the TU
  • Dispatching of drugs in Ni-kshay Aushadhi: On request and without request

 

Ask the participants to demonstrate the following in demo version of Nikshay

  • Adding and Printing Dispensation
  • Returning the dispensation

 

Ask the participants to forecast the supplies (for DS-TB drugs) for next quarter on the basis of consumptions based in previous quarter in their TU.

   
   
   
Chapter Quality Assurance in Supply Chain Management
Emphasis Points

Discuss the following points: 

Meaning and Processes involved in QA of drugs in NTEP

Recording of QA of drugs in Ni-kshay AUshadhi

Monitoring of drug stores 

Store visits in NTEP- checklist for store visits

Physical verification of supplies and recording in Ni-kshay Aushadhi

Post-session Activity Ask the participant to open demo Ni-kshay aushadhi and demonstrate the recording of Physical Stock verification, and QA of drugs
Abhimanyu

Competencies of the Medical Officers TB Centre- [MO-TC]

Competencies of the Medical Officers TB Centre- [MO-TC]

Following are the competencies required for a Medical Officer TC

# Competency Description Competency Assessment
1 Diagnose TB Correctly and completely based on NTEP guidelines
  • Identify individuals vulnerable to develop TB disease and TB Infection. 
  • Screen for TB using 4 symptom complex and Chest X ray and identify presumptive TB 
  • Prescribe appropriate diagnostic test to diagnose TB/ EP-TB, DR-TB, pediatrics TB and TB Infection to the eligible based on NTEP guidelines/ Standards of TB Care in India 
  • Enroll a person in Ni-kshay and request for Test through Ni-kshay based on NTEP Diagnostic algorithms and requirements for UDST 
  • Enter the diagnosis details of clinically diagnosed TB in Ni-kshay
  • Implement Intensified Case Finding in the Facility 
1. Verification of case records in Ni-kshay to check whether correct tests are prescribed and the diagnosis is complete including testing for drug resistance 2. Interview with Medical Officer to understand his/her practice in relation to diagnosis of TB and adherence to diagnostic algorithm and request appropriate tests.
3. Assess OPD referral rates of presumptive TB Cases and random prescription audits for referral for TB Testing of presumptive TB Cases
4. Interviews with people affected with TB under care of the MO to check whether cases are diagnosed completely based on referral for testing and test results.
5. Review of Test Request (Referral for testing) Registers to check for appropriate referral of patients or their samples for higher diagnostic tests which are not available in the current health facility.
2 Prescribe and initiate correct TB treatment to a person diagnosed as TB/ TBI
  • Check reports of various laboratory and radiological investigations and interpret the results to make a diagnosis of TB or TB Infection and decision to treat based on microbiological or radiological evidences or on clinical judgement
  • Classify the TB disease based on site of disease, DST results and history of anti-TB treatment.
  • Prescribe appropriate regimen to treat people affected with DS-TB, H Mono/Poly TB, TB Infection based on NTEP guidelines/ Standards of TB Care in India according to weight bands for adult and pediatrics
  • Identify an appropriate treatment supporter in consultation with the person affected with TB
  • Evaluate & advise for indoor admissions based on differentiated TB care model
  • Modify regime (based on laboratory results and clinical examination, special conditions such as TB in pregnancy, renal impairment, adverse events following anti-TB treatment, liver functions impairment etc.) based on program guidelines 
  • Document the treatment initiation and details of prescription in Ni-kshay
1. Verification of case records and treatment card in Ni-kshay to check whether correct regimens are prescribed 
2. Interview with Medical Officer to understand current prescription practices 
3. Interview with patients under care of MO and assess whether right regimen are prescribed
4. Review of Ni-kshay module for differentiated TB care which is updated for all the patients for the TB unit
3 Perform pre-during and post-treatment evaluation of people affected with TB/DR-TB/TB Infection, as per NTEP guidelines
  • Counsel for Perform or coordinate for pre-treatment evaluation of people affected with DS-TB/ DR-TB/ TB Infection 
  • Conduct periodic clinical follow up and prescribe appropriate laboratory follow-up for people on treatment for DS-TB/DR-TB/TB Infection
  • Prescribe and arrange for post treatment follow-up investigations as per programme guidelines 
  • Document all evaluation details in Ni-kshay  
1. Verification of case records in Ni-kshay/ Treatment cards or prescriptions to check whether all evaluations are done correctly 
2. Interview with the Medical Officer to understand the current practice of pre-during-post evaluations 3. Interview with patients/beneficiaries under the MO's care to check whether all evaluations are done correctly
4. Review Status of post Treatment follow-up in cases notified in Ni-kshay for the past year
4 Identify and manage Adverse Drug Reactions due to anti-TB drugs
  • Screen for adverse drug reactions to anti-TB drugs among people on treatment 
  • Detect and grade ADRs due to anti-TB treatment 
  • Evaluate adverse reactions of anti-TB medicines and manage them appropriately based on NTEP guidelines 
  • Counsel people affected with TB/TBI about nature, consequences of ADRs and changes in treatment regimen to address the ADRs
  • Document the ADRs on Ni-kshay  
1. Verification of case records in Ni-kshay and treatment records to see ADR's were identified and managed 
2. Interview with Medical Officer to understand the practices related to ADR identification and management, including referral to higher centers
3. Interview with patients/beneficiaries under MO's care to understand whether ADRs are identified and managed properly
5 Refer correctly and timely, a person affected with TB/DR-TB, to higher center/ nearest health facility for appropriate management
  • Identify the need for referral of people affected with TB for availing various services 
  • Refer the beneficiary following standard operations including documentation in Ni-kshay 
  • Coordinate with respective program staff for continuation of care post referral 
1. Verification of case records in Ni-kshay and treatment records to check whether referral is correct and timely
2. Interview with MO to understand the current practice related to referral 
3. Interview patients/beneficiaries under MO's care to check whether referral is prompt 
6 Evaluate and mange person affected with TB for medical co-morbidities and conditions 
  • Screen people diagnosed with TB for co-morbidities like Diabetes, HIV, Malnutrition, COVID-19 and substance abuse like Tobacco Use, Alcohol use
  • Mange the co-morbidity and link them to appropriate services wherever required
  • Document the co-morbidity status in Ni-kshay
1. Verification of case records in Ni-kshay to check whether screening and management of co-morbidity are done as per guidelines
2. Interview MO to understand current practices regarding co-morbidity management
3. Interview beneficiaries/ patients under MO's care to check whether co-morbidities are screened and managed properly
7 Counsel the people with presumptive TB or people affected with DS-TB/DR-TB/ TBI and their family 
  • Counsel the people with presumptive TB/ people affected with TB/TBI on: Early and complete Diagnosis of TB, correct and complete Treatment of TB, Treatment Adherence, Air borne Infection Control, Contact Investigation, TB Preventive Therapy, Co-morbidity management, Adverse Drug Reactions and Social welfare measures
1. Interview with Medical Officer to understand current practices regarding counselling
2. Interview with patients/ beneficiaries to understand the quality of counselling received from MO
8 Ascertain treatment outcomes as per NTEP guidelines
  • Ascertain appropriate outcome of the prescribed treatment as per NTEP guidelines.
  • Document treatment outcomes in Ni-kshay
1. Verification of records in Ni-kshay to check whether outcome assigned are correct
2. Interview with people who had their outcome assigned to check whether the outcome assigned were correct
9 Monitor NTEP and perform supportive supervision in the health facility and in the population served by the health facility
  • Monitor the NTEP program at facility level and at the level of population served by the facility, 
  • Use Ni-kshay dashboards and other program records, and interpret key performance indicators of NTEP in the facility/geography 
  • Perform Care cascade and time/ place/ person analysis and identify areas for improvement
  • Monitor the input and process indicators related to the output/outcome indicator and suggest corrective actions 
  • Conduct supportive supervision and help in building capacity of nursing, paramedical and field staff with an intention to improve quality of services. 
  • Provide timely and actionable feedback to health sub-centers and reporting field staff (ANM, ASHA, TB-HV, STS, STLS, MPW, CHO, etc.)
  • Ensure the staff are supported in taking the actions leading to an improvement in quality of services
1. Verification of review meeting minutes, documentation of feedbacks provided and supervisory registers to check quality of monitoring, review and supervision activities
2. Interview with MO to understand the current practices regard to Monitoring, Review and Supportive supervision
3. Interview with staff (ANM, ASHA, TB HV, STS, MPHW, CHO, Nurse, Pharmacist etc.) supervised by MO to get an understanding about the quality of supportive supervision and review 
10 Advocate with Local Government, Private providers and community for engaging them for TB Elimination activities in the field area of health facility 
  • Advocate with Local Government (Panchayat/ Municipality) to commit for Ending TB 
  • Technically assist Local Government in planning and implementing TB Elimination activities including fostering community ownership, decentralized surveillance, organizing treatment support to needy, air borne infection control at household, community, hospitals and workplaces, intersectoral coordination with other line departments. 
  • Advocate with and successfully engage private health delivery service providers to ensure citizens reaching them are receiving care as per the STCI -Conduct meetings like "patient provider meetings, TBHV-ASHA-ANM/MPHW-Treatment Supporter meetings, various committee meetings (Rogi Kalayan Samiti/RKS, Jan Arogya Samiti/ JAS, Village Health Sanitation, and Nutrition Committee/ VHSNC, Mahila Arogya Samiti/ MAS, DRTB Center committee, Medical College Core-committee, District TB Forum, etc.), discuss the desired changes with related to TB Program and achieve the same.
1. Check for any results of advocacy in terms of commitment from Local Government, engagement of private providers, engagement of community
2. Interview with private practitioners and Local Government leaders to get an understanding about the MO's competency
Shahnawaz

[Draft] Trainers Guide for Course for Senior DR-TB/TB-HIV Supervisor on NTEP

[Draft] Trainers Guide for Course for Senior DR-TB/TB-HIV Supervisor on NTEP

In Development

ManuMathew

Competencies of Sr DR-TB/TB-HIV Supervisor

Competencies of Sr DR-TB/TB-HIV Supervisor

The following competencies are essential to a Sr DR-TB/TB-HIV Supervisor.

# Competency Description Assessment Method
1 Monitor and coordinate for DST/DRT Testing for all Notified TB Cases - Identify individuals pending various DST/ DRT tests from Notification Register/ Patient wise Lab register based on NTEP guidelines  
- Coordinate with various field staff to obtain samples and transport them to linked Laboratory and to obtain valid results, and ensure Patient TATs are within norms  
- Reinitiate new epsiodes and initiate request for Test through Ni-kshay
Evaluate knowledge, attitude, and practices based on a review of the status of DST/DRT Testing performance in the district.
2 Coordinate to initiate appropriate DRTB treatment by referral to relevant PHI and coordinate with field staff for patient support - Check the reports of various laboratory investigations and coordinate to establish the diagnosis of DRTB  
- Refer a person with TB to the appropriate DRTB Centre/ ART Centre/ health facility for Clinical followup/ Treatment initiation and ensure appropriate HF Linkage in Ni-Akshay  
-Co-ordinate to identify an appropriate treatment supporter and health facility in consultation with the medical officer, field staff and beneficiary  
-Document the treatment initiation and details of prescription in Ni-kshay
1. Verification of case records in Ni-kshay to check whether correct regimens are prescribed when new diagnostic information is available  
2. Interview with patients under care of the individual to check whether treatment initiation is as per NTEP guidelines
3 Counsel the people who are presumptive DRTB/ diagnosed with/ on treatment for, DR-TB and their family Through home visits Counsel the people with presumptive DR-TB/ people diagnosed with or on treatment of DR-TB and TB-HIV on:  
-Early and complete Diagnosis of DRTB, correct and complete Treatment of DRTB,  
-Treatment Adherence,  
-Co-morbidity management including regular Treatment and follow-up with ART for PLHIV  
-Airborne Infection Control,  
-Contact Investigation,  
-TB Preventive Therapy for contacts,  
-Adverse Drug Reaction monitoring and management  
-Social welfare measures
1. Interview with people affected with TB/TBI to check STS's ability to counsel
4 Monitor the treatment adherence of people on DR-TB treatment and initiate timely retrieval actions

-Monitor treatment adherence records on Niksay on a day to day basis

 -Identify people who have missed doses -Investigate reasons for missed doses and trouble shoot -Initiate timely retrieval actions wherever required

1. Review Ni-kshay adherence calenders  
2. Interview with treatment supporters and patients who missed doses
5 Coordinate timely Clinical and Laboratory follow-up of DR-TB patients according to NTEP Guidelines Clinical Followup  
Laboratory Followup  
Treatment outcomes  
Long Term Post Treatment Outcomes
  1. Review in Ni-kshay reports
  2. Interview with patients
6 Monitor Status of completion of comorbidity Testing for All notified TB patients Coordinate with NTEP staff for timely completion of comorbidity testing . Review in Ni-kshay reports and register
Monitor and Raise a request for drug stock and consumables replenishment at particular health facility - To monitor adherence to stocking norms and identify health facility for impending stockouts or with drug stock nearing expiry and assist respective PHI drug store to raise refill request.  
- Coordinate with DTC/ State drug store pharmacist for issuance of relevant drug stock as per request
1. Review indent and issue register of Ni-Kshay Aushadhi
8 Support the DTO in organizing the District level Comorbidity Committees and ensure optimal performance of TB Comorbidity activities

-Prepare and maintain a directory of ICTCs, ART Centres, Community Care Centres, NCD clinics, private health facilities and NGOs working for HIV , in the district and collaborating NTEP Centres

-Coordinating the meeting with relevant stakeholders and preparing action points

-To oversee that action points are implemented

 

  1. Interview with DTOs
9 Build capacity of District staff (STS/ TBHV, MPHW, TS/HV, CHO) on DR-TB Services - Support in the training of Peripheral staff  
 
1.Competency Assessment
10 Assist DTO to monitor the NTEP in the district - Use Ni-kshay dashboards and other program reccords, and interpret key performance indicators of NTEP in the faility/geography  
-Perform time, place, person analysis and identify areas for improvement `  
-Assist MO in Monitoring the input and process indicators related to the output/outcome indicator and suggest corrective actions  
- Conduct supportive supervision and help in building the capacity of treatemnet supporters with an intention to improve quality of services.  
- Assist Medical Officer in providing timely and actionable feedback to health sub-centers and reporting field staff (ANM, ASHA, TB-HV, STS, STLS, MPW, HA, etc.)  
- Support the staff in taking the corrective actions leading to an improvement in quality of services"
1. Interview with DTO/ MO-DTC to check ability in supporting monitoring  
2. Verification of review meeting minutes & documentation of feedback provided
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