During the evaluation phase of OJT the instructor (evaluator) administers a performance test to
assess the trainee's performance against predetermined performance standards. The
evaluation phase should be separate and distinct from the training phase. However, OJT for
low-hazard tasks may be conducted and evaluated simultaneously. This may also be the case
for Category 3 hazard nuclear facilities. During the evaluation phase, the instructor tests the
trainee. The time for instruction has ended.
A performance test (sometimes called a practical factor) is a hands-on demonstration by the
trainee of the knowledge and skills required to perform a task. Performance tests should be
given and evaluated by qualified OJT instructors. The instructor uses an evaluation standard
from a TES (or equivalent) to determine if the trainee has the knowledge and skills to perform
the task. A trainee's knowledge may be assessed prior to, during, or following task completion.
It is suggested that safety-related questions should be asked prior to task performance. A
limited number of questions may be asked during the performance test if they will not distract
the trainee from the task's performance, with the remaining questions asked following task
The trainee is tested following the completion of training and any additional practice necessary
to develop proficiency. Just as in the training phase of OJT, the evaluation phase consists of
several distinct steps. To conduct a performance test the trainee and the instructor should
prepare for the test. The instructor should then brief the trainee, conduct the performance test,
debrief the trainee, and document the performance test.
Preparing for a Performance Test
Trainee Preparation. The trainee should review the evaluation standard and the OJT
checklist to determine the required level of accomplishment. If there has been a significant
time lag between the completion of training and the scheduled performance test, the trainee
should study and/or practice the task under an OJT instructor's supervision to help refresh
his/her skills. The trainee should confirm the scheduled evaluation time, review safety
requirements, and obtain any necessary safety equipment.
Instructor Preparation. The instructor should confirm scheduled evaluation time with the
trainee and verify completion of all prerequisite training. The instructor should prepare for the
performance test by reviewing the materials that will be used (the OJT checklist, the
evaluation standard for the task, and the procedure). If time permits, the instructor may want
to walk through the task to ensure he/she is current on task specifics.