My learning · Westmoor NHS Foundation Trust · Go-live Monday 24 November 2026

Good morning, Sam

You are 34 days from go-live. Two modules and one assessment stand between you and your Team Lead certificate.

Team Lead and AOM trackCurriculum 2026.3

Patient Pathway Plus for Team Leads

Due by 17 November 2026, one week before go-live. Estimated 50 minutes left.

Foundation: what Patient Pathway Plus is and how to find your way around7 lessons · completed 9 October · check 14/15
Complete
Validator: PTL, Pathway Details, validation, Events and Actions8 lessons · completed 16 October · practice tasks 4/4
Complete
Managing team Actions6 lessons · lesson 3 of 6 · the Actions Raised report is next
In progress
Running the live PTL at access meetings, breach reasons and DQ reports5 lessons · 25 minutes
Not started
Team Lead assessment20 questions and 2 scenarios · 80% to pass · 3 attempts
Locked

From your trust

Go-live in 34 days

Live system: pas-ppplus.westmoor.nhs.uk/ppplus. Sign in with your network account and check your user ID top right. Use the test system until 24 November.

Super users for CBS: Priya Nair and Tom Reilly. Insource support goes through the trust PP+ lead.

My certificates

Patient Pathway Plus FoundationIssued 9 Oct 2026 · valid to 9 Oct 2027 · PPA-FN-26-9R2ME7
Validator PractitionerIssued 16 Oct 2026 · valid to 16 Oct 2027 · PPA-VP-26-3HD8KQ

Reference

Footer search syntax cheat sheetwildcard, \starts with, =exact, date and numeric expressions
Westmoor event and action drop-downsFrom your trust overlay
Pathway cohort glossary37 cohorts with plain-English descriptions

Learning paths · Curriculum 2026.3

One curriculum, a path for every role

Everyone completes Foundation. Role tracks add the modules your job needs, at the depth the trust's training needs analysis sets.

Tier 1

Patient Pathway Plus Foundation

What PP+ is, the home screen, reading a PTL, filters and search syntax, Events versus Actions, getting help.

7 lessons60 min15-question check

Completed

Tier 2

Validator and CBS Practitioner

Non-admitted PTL, Pathway Details, validate with follow-up, Events and AutoText, Actions and the Diary, cohorts, closed pathways.

8 lessons90 min4 practice tasks

Completed

Tier 2

Pre-assessment (PAU) Practitioner

Admitted PTL and PAU columns, event drop-downs, the PBL2 loop, POA expiry, PAU cohorts.

5 lessons75 min3 practice tasks

Not assigned

Tier 3

Team Lead and AOM

Managing team Actions, the Actions Raised report, live PTL at access meetings, breach reasons, DQ reports, closed-pathway history.

11 lessons75 minScenario assessment

In progress · 62%

Tier 2

Medical Secretary

Tailored filtering, pathway detail, tasks and comments, overview reporting.

4 lessons40 min

Not assigned

Tier 2

Clinical

Reading the PTL, acting on Actions, adding comments, reporting.

3 lessons30 min

Not assigned

Specialist

Analyst and Reporting

From raw feed to reporting cube, how a pathway is compiled, standard reports, extracts, QlikView equivalents.

5 lessons60 min

Not assigned

Tier 4

System Administrator

Users, Business Units, drop-downs, custom cohorts, custom options and news feed, Layouts, business rules.

7 lessons90 minConfiguration practice

Not assigned

Tier 5

Super User and Local Trainer

Delivering the trust overlay, floor-walking, the readiness dashboard, feeding content issues back to Insource.

4 lessons45 minObserved delivery

By nomination

Competency matrix · from the training needs analysis

Each path is assembled from lessons tagged with a competency at a depth. Trust administrators can change a depth in the overlay without touching content.

Competency	Ops Mgr / AOM	CBS	PAU	Med Sec	Clinician	BI / Analyst	Sys Admin	Other Mgmt
Pathway filtering	Overview	Detailed	Detailed	Tailored	N/A	Overview	Overview	Overview
Pathway validation	Overview	Detailed	Detailed	N/A	N/A	Overview	Overview	Overview
Reporting: PTL / RTT	Detailed	Detailed	Detailed	N/A	Detailed	Detailed	Overview	Detailed
Cohorts	Overview	Detailed	Detailed	N/A	Overview	Overview	Overview	Overview
Pathway actions and events	Detailed	Detailed	Detailed	Detailed	Detailed	Overview	Overview	Overview
Reporting: actions and tasks	Detailed	Overview	Overview	N/A	N/A	Overview	Overview	Overview
DQ views	Overview	Detailed	Detailed	Overview	N/A	Overview	Overview	Overview
Reporting: DQ	Detailed	Detailed	Detailed	N/A	Overview	Overview	Overview	Overview
System administration	N/A	N/A	N/A	N/A	N/A	N/A	Detailed	N/A
Data extracts	N/A	N/A	N/A	N/A	N/A	Detailed	Overview	N/A

Team Lead and AOM · Module 3 · Managing team Actions

Escalation, overdue actions and reassigning

Lesson 3 of 6 · about 8 minutes · Explain, Show, Try, Check

Explain

Every Action in Patient Pathway Plus carries an escalation value from 1 to 10. The system sets it when the Action is created and raises it as the due date approaches. Once an Action is overdue, its value climbs and the row turns red in the Diary Action List, so your most urgent work is always at the top when you sort by escalation.

Actions do not expire. An overdue Action stays in the Diary until someone completes it, so a team lead's job is to notice the red rows, understand why they are late, and either chase, complete or reassign them. The usual cause is capacity: leave, sickness or a Business Unit nobody is watching.

Show

The Diary Action List, viewing Actions for All, sorted by escalation. Rows in red are overdue.

Esc	Due	Type	Assigned user	Business Unit	Specialty	Pathway	Logged by
10	30 Sep 2026	Validate Pathway	Jordan Lee	CBS Surgical	103	WM-2041177	S. Okafor
9	7 Oct 2026	Follow Up Action	1(blank)	CBS Surgical	100	WM-2039921	P. Nair
6	28 Oct 2026	Request Appt Change	Jordan Lee	CBS Surgical	100	WM-2044502	S. Okafor
3	11 Nov 2026	Reminder Action	Sam Okafor	CBS Manager	301	WM-2045118	S. Okafor

1A blank user means the Action belongs to the whole Business Unit. Anyone in CBS Surgical can pick it up, which is why it should not have gone overdue.

Open an overdue Action with the pencil icon. You can add to the notes, change the due date, or overwrite the assigned user. Clearing the user and keeping the Business Unit hands it back to the team.

Try

Practice task: validate and raise a follow-up

In the practice copy of PP+, filter the PTL, open the longest wait, record a validation note and raise a Follow Up Action for CBS Surgical.

Check

An Action in your team's Diary passed its due date yesterday. What has Patient Pathway Plus done?

Closed it automatically and recorded an Event Raised its escalation value and turned the row red; it stays open until someone completes it Reassigned it to the Business Unit manager Emailed the assigned user

Practice · Practice copy of Patient Pathway Plus · synthetic data

Validate the longest wait and raise a follow-up

Work the task in the practice copy below. The checklist on the right ticks as you go and tells you when you have taken a wrong turn.

patient pathway plusPathways · Westmoor NHS FT (practice)User: S.OKAFOR · PRACTICE

Section Specialty Open / Closed Is Ignored

		NHS No		Section				Validated

No of records: 0Total records: 0Invalid events Data quality issue

Date	RTT code	Event	Status

Assessment · Team Lead and AOM · attempt 1 of 3

Team Lead assessment

Seven sample questions from the bank of 60. You need 80% to pass, so 6 of 7 here. Questions and options are shuffled on each attempt in the real platform.

Certificate · Verification ID PPA-VP-26-3HD8KQ

Certificate of completion

Issued as a PDF with a verification link an auditor or employer can check. Completion language only; the platform never claims competence.

Certificate of completion · Patient Pathway Plus

This certifies that

Sam Okafor

of Westmoor NHS Foundation Trust has completed

Patient Pathway Plus · Validator Practitioner

Covering pathway filtering, validation, Events and Actions, the Diary, cohorts and closed-pathway search, with all four practice tasks completed and an assessment score of 90%.

Issued16 October 2026

Valid to16 October 2027

Curriculum2026.3 (PP+ release 2026.3)

Issued byInsource Customer Success

PPA-VP-26-3HD8KQ Verify at academy.insource.co.uk/verify (example address)

Insource Ltd · Insource House, 4 Southern Court, South Street, Reading RG1 4QSSee sooner. Act faster.

Tiers

1 FoundationEveryone
2 PractitionerValidator and CBS, PAU, Medical Secretary, Clinical
3 Team Lead and AOMManagers of validators
4 System AdministratorTrust admins and BI
5 Super User and Local TrainerNominated, with observed delivery

Rules

80% pass mark, three attemptsThen a cooling-off period and a nudge to the trust admin
Valid for 12 monthsRefresher module on expiry, not a full re-sit
Tied to the PP+ releaseA major release can flag certificates for a short update module

What is sent

PDF certificate by emailWith the verification ID and QR link
Trust readiness updatedThe learner counts as role-certified from today
Optional local sign-offWestmoor adds "shadowed one PTL meeting" before go-live ready

Trust administration · Westmoor NHS Foundation Trust · Go-live 24 November 2026

Go-live readiness

At the current pace CBS reaches the 90% Foundation target on 18 November. PAU and Medical Secretaries need chasing this week.

68%Foundation complete (96 of 142 invited)

142Users invited

118Started

54Role-certified (38%)

21Overdue

1.4Average attempts per assessment

By team · Foundation complete and role-certified

CBS (41)

83%

PAU (18)

56%

AOMs and ops (12)

75%

Medical secretaries (39)

54%

Clinicians (24)

63%

BI and admin (8)

100%

Foundation complete Role-certified

Overdue · longest first

Learner	Team	Path	Days overdue
A. Fletcher	Med secs	Foundation	19
R. Dube	PAU	PAU Practitioner	14
M. Hussain	Clinicians	Foundation	11
L. Kowalski	PAU	Foundation	6
J. Lee	CBS	Validator	3

16 more. Learners with three failed attempts appear here with a flag for a conversation, not another attempt.

Trust overlay · what your learners see as local notes

Insource owns the core content. These fields appear as callouts in lessons, feed the practice copy of PP+ and go into completion emails. Changes are versioned.

Live URL Test URL Go-live date Readiness target

Business Units (CBS) Business Units (PAU) PAU event drop-downs Super users and contacts

Local SOP note shown in the PBL2 lesson

Insource administration · Customer Success and Product

Tenants, content and what the data says

Every trust on one curriculum. Most-missed questions are a direct signal for product UX and documentation.

1,214Active learners across 6 trusts

77%First-attempt pass rate

3.1 wksMedian time from invite to role-certified

412Certificates issued this quarter

38Certificates expiring in 60 days

Tenants

Trust	PP+ release	Learners	Role-certified	Go-live	Overlay
Westmoor NHS FT	2026.3	142	38%	24 Nov 2026	v7
Northgate Health Board	2026.3 + AWF	388	81%	Live	v12
St Hilda's Hospitals	2026.2	261	74%	Live	v4
Carrow Valley NHS Trust	2026.3	196	66%	Live	v9
Fenwick and Dale ICB	2026.3	147	59%	Live	v3
Marsh Bay University Hospitals	2026.1	80	90%	Live	v2

Curriculum versions

2026.3 · published 2 September 2026Aligned to PP+ 2026.3 · 9 paths · 54 lessons · 318 questions · 14 practice tasks
Live
2026.4 · draftAdds "Automated Workflow Module for validators" release module, 2 lessons, 12 questions, 1 practice task · in review with Customer Success
Review
2026.2 · retiredCertificates issued on 2026.2 flagged for the AWF refresher when their trust upgrades
Retired

Most-missed questions · last 90 days

Question	Competency	Wrong first time
Typing ADMITTED in the Is Admitted footer returns which rows?	Filtering	47%
Why do No of Records and Total Records differ?	Filtering	41%
What does a blank User on a Diary Action mean?	Actions	29%
Which cohort finds "admission occurred but period still open"?	Cohorts	26%
How long after a PBL2 event is the reminder due?	Events	18%

Two of the top three are about search semantics. A product nudge (an "exact match" toggle in the footer) or a tooltip in PP+ would remove most of this.

Practice task error patterns

Opened a pathway that was not the longest wait34% of first runs · learners sort by breach date instead of wait
Assigned the follow-up to themselves instead of the Business Unit27% of first runs · the Assign To default is the current user
Left Is Ignored on Any19% of first runs · returns excluded pathways

`smith`	Wildcard, contains "smith" anywhere (Shoesmith, Smithson)
`\smith`	Starts with (Smith, Smithson; not Shoesmith)
`=smith`	Exact match only
`#NOT# ''`	Excludes blanks

`<27/09/2026`	Before a date
`>=01/11/2026`	On or after
`01/10/2026 - 31/10/2026`	Within a range
`THIS WEEK`, `NEXT MONTH`, `LAST QUARTER`	Relative periods

`18`	Equal to 18
`14-17`	Between 14 and 17
`>52`, `>=52`	Over, or at least
`<>18`	Not equal

Good morning, Sam

Patient Pathway Plus for Team Leads

One curriculum, a path for every role

Patient Pathway Plus Foundation

Validator and CBS Practitioner

Pre-assessment (PAU) Practitioner

Team Lead and AOM

Medical Secretary

Clinical

Analyst and Reporting

System Administrator

Super User and Local Trainer

Escalation, overdue actions and reassigning

An Action in your team's Diary passed its due date yesterday. What has Patient Pathway Plus done?

Validate the longest wait and raise a follow-up

Text columns

Date columns

Numeric columns

Team Lead assessment

Certificate of completion

Patient Pathway Plus · Validator Practitioner

Go-live readiness

Tenants, content and what the data says