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The introduction of workplace-based assessment for general surgery training at a South African university

Assessment in postgraduate training in South Africa has traditionally focused solely on knowledge objectives. There is currently a movement to introduce Workplace-Based Assessment (WBA) to evaluate trainee clinical competence. However, concerns have been raised regarding the feasibility of this appr...

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Main Author: Nel, Daniel
Other Authors: Jonas, Eduard
Format: Thesis
Language:English
English
Published: Division of General Surgery 2026
Subjects:
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access_status_str Open Access
author Nel, Daniel
author2 Jonas, Eduard
author_browse Jonas, Eduard
Nel, Daniel
author_facet Jonas, Eduard
Nel, Daniel
author_sort Nel, Daniel
collection Thesis
description Assessment in postgraduate training in South Africa has traditionally focused solely on knowledge objectives. There is currently a movement to introduce Workplace-Based Assessment (WBA) to evaluate trainee clinical competence. However, concerns have been raised regarding the feasibility of this approach in a South African context. Similar concerns about feasibility and other issues with WBA implementation have been identified in General surgery in different settings. The aim of this study was to determine if it was possible to introduce WBA and to identify the characteristics of a WBA strategy that would ensure successful implementation at a South African university. Methods: The design-based research methodology was used to define the educational problem, generate guiding principles for a solution, test the solution through cycles of implementation and refinement, and finally reflect on the implementation process to derive a final set of design principles. The study was conducted in the Division of General Surgery at the University of Cape Town from 2022 to 2023. The planning of the design and the interpretation of the findings were considered in the context of socio-cultural learning theory. Results: Fifteen guiding principles, underpinned by theory, were used to design the WBA strategy. Three cycles of testing and refinement showed relatively high perceived feasibility, acceptability, and appropriateness among trainees and supervisors. The lessons learned from each cycle enabled the solution and design principles to be modified, in consultation with a stakeholder team, to further enhance participant perceptions and implementation. This process resulted in 15 final design principles, of which six were substantive and nine were procedural. The substantive principles related to the selection of EPAs, assessment tools, the supervisor base, and the digital platform. The procedural principles related to the pace of introduction, team development, managing the formative-summative tension, and change management approach. Conclusion: WBA can be introduced for postgraduate General surgery training at a South African university. Design principles have been identified to ensure a feasible introduction in this context. These principles may assist others in implementing new or refining existing WBA strategies.
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language English
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last_indexed 2026-06-10T12:34:23.309Z
license_str Not specified — see source repository
provenance_str_mv Harvested via OAI-PMH from UCTD — University of Cape Town Open Access Repository
publishDate 2026
publishDateRange 2026
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publisher Division of General Surgery
publisherStr Division of General Surgery
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spelling oai:open.uct.ac.za:11427/42602 The introduction of workplace-based assessment for general surgery training at a South African university Nel, Daniel Jonas, Eduard Burch, Vanessa Caincross, Lydia Workplace-Based Assessment South Africa Assessment in postgraduate training in South Africa has traditionally focused solely on knowledge objectives. There is currently a movement to introduce Workplace-Based Assessment (WBA) to evaluate trainee clinical competence. However, concerns have been raised regarding the feasibility of this approach in a South African context. Similar concerns about feasibility and other issues with WBA implementation have been identified in General surgery in different settings. The aim of this study was to determine if it was possible to introduce WBA and to identify the characteristics of a WBA strategy that would ensure successful implementation at a South African university. Methods: The design-based research methodology was used to define the educational problem, generate guiding principles for a solution, test the solution through cycles of implementation and refinement, and finally reflect on the implementation process to derive a final set of design principles. The study was conducted in the Division of General Surgery at the University of Cape Town from 2022 to 2023. The planning of the design and the interpretation of the findings were considered in the context of socio-cultural learning theory. Results: Fifteen guiding principles, underpinned by theory, were used to design the WBA strategy. Three cycles of testing and refinement showed relatively high perceived feasibility, acceptability, and appropriateness among trainees and supervisors. The lessons learned from each cycle enabled the solution and design principles to be modified, in consultation with a stakeholder team, to further enhance participant perceptions and implementation. This process resulted in 15 final design principles, of which six were substantive and nine were procedural. The substantive principles related to the selection of EPAs, assessment tools, the supervisor base, and the digital platform. The procedural principles related to the pace of introduction, team development, managing the formative-summative tension, and change management approach. Conclusion: WBA can be introduced for postgraduate General surgery training at a South African university. Design principles have been identified to ensure a feasible introduction in this context. These principles may assist others in implementing new or refining existing WBA strategies. 2026-01-19T08:30:15Z 2026-01-19T08:30:15Z 2025 2026-01-19T08:27:32Z Thesis / Dissertation Doctoral PhD http://hdl.handle.net/11427/42602 en eng application/pdf Division of General Surgery Faculty of Health Sciences University of Cape Town
spellingShingle Workplace-Based Assessment
South Africa
Nel, Daniel
The introduction of workplace-based assessment for general surgery training at a South African university
thesis_degree_str Doctoral
title The introduction of workplace-based assessment for general surgery training at a South African university
title_full The introduction of workplace-based assessment for general surgery training at a South African university
title_fullStr The introduction of workplace-based assessment for general surgery training at a South African university
title_full_unstemmed The introduction of workplace-based assessment for general surgery training at a South African university
title_short The introduction of workplace-based assessment for general surgery training at a South African university
title_sort introduction of workplace based assessment for general surgery training at a south african university
topic Workplace-Based Assessment
South Africa
url http://hdl.handle.net/11427/42602
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