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If Applicable: Notify the installation lead before arriving that a planned certification will take place. This will allow them to be prepared for the Jr. Apprentice installer to be preoccupied during a portion of the installation.

Arrive at the installation and reiterate the expectations of the certification process: 

1. They must demonstrate the skill in its entirety without assistance, while ensuring all elements of the certification steps are fulfilled. 

Observe the installer as they perform the skill. Do not intervene to assist, unless specifically asked by the installer if a second person is required. 

Ask questions ongoing to understand their application of the knowledge.  For example, “What is the purpose of this step?” “What step are you completing at this time?” etc. 

While observing, be aware if the installer is making any error in the standard process. In an effort to allow for the installer to learn from any errors, do not intervene unless the action they are performing will be detrimental to the system installation.  Only intervene to avoid a save or return visit.

1. Intervening due to incorrect process would result in an unsuccessful attempt.

Use all observations to provide feedback to the installer. 

Conduct the assessment and provide feedback notes on the skill certification document in the first attempt box. 

1. Feedback should be provided in a way that can be constructively heard, understood and, most importantly, received by the installer. 

2. Feedback is future focused. The event is done, and the installer cannot “should have” done something. Be sure to use language that focuses feedback to future attempts. 

3. Feedback should be accurate, descriptive, and not evaluative, specific, and not general, positive, and supportive, provide effective direction, and validated by the installer. 

Once the demonstration is complete, step outside and provide feedback to the installer. Ensure to explain areas to continue (things they did well) and areas to improve (things they may have missed). Most importantly, explain actionable steps they can take for any areas to improve.  

On the Skill Training Certification document, finalize the assessment and feedback, and notate if the attempt was successful or unsuccessful. 

Upload a copy of the sheet to the Completed Certification Documents folder for that installer in your location’s folder in SharePoint.

1. Alternatively, until the full certification is complete, provide the sheet to the installer and request they keep the paper in their folder for future attempts.