(Date updated: 05/09/2023)
- Standard reference number: ST0299
- Level of this EPA plan: 2
- Integrated: No
Click on the below sections to access the Assessment Plan for the Level 2 Pharmacy Services Assistant apprenticeship standard.
(Date updated: 05/09/2023)
Click on the below sections to access the Assessment Plan for the Level 2 Pharmacy Services Assistant apprenticeship standard.
This document sets out the requirements for end-point assessment (EPA) for the Pharmacy Services Assistant apprenticeship standard. It is for end-point assessment organisations (EPAOs) who need to know how EPA for this apprenticeship must operate. It will also be of interest to Pharmacy Services Assistant apprentices, their employers and training providers.
Full time apprentices will typically spend 15 months on-programme (before the gateway) working towards the occupational standard, with a minimum of 20% off- the-job training. All apprentices will spend a minimum of 12 months on-programme.
The EPA period should only start, and the EPA be arranged, once the employer is satisfied that the apprentice is consistently working at or above the level set out in the occupational standard, all of the pre-requisite gateway requirements for EPA have been met and that they can be evidenced to an EPAO.
All pre-requisites for EPA assessment methods must also be complete and available for the assessor as necessary.
For level 2 apprenticeships, apprentices without English and mathematics at level 2 must achieve level 1 English and mathematics and take the tests for level 2 prior to taking their EPA.
The EPA must be completed within an EPA period lasting a maximum of 3 month(s), beginning when the apprentice has met the EPA gateway requirements.
EPA must be conducted by an organisation approved to offer services against this standard, as selected by the employer, from the Education & Skills Funding Agency’s Register of End Point Assessment Organisations (RoEPAO).
The EPA consists of three distinct assessment methods.
The individual assessment methods will have the following grades:
Assessment Method 1: Knowledge Test
Assessment Method 2: Simulated Observation with question and answer session
Assessment method 3: Professional Discussion
Performance in the EPA will determine the overall apprenticeship grades of:
On-programme (typically 15 months) | Training to develop the occupation standard’s knowledge, skills and behaviours. |
End Point Assessment Gateway |
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End Point Assessment (which would typically take 3 months) |
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The EPA (including all assessment methods) must be completed within 3 months of the Gateway, and within the total EPA period.
The assessment methods need to be delivered in the following order:
It is essential for the apprentice to evidence the knowledge aspect of competence has been achieved before the synoptic assessment. This also supports affordability, as the test is cheaper to administer and assess.
The method that needs to be passed first is in ‘A’ column and the method(s) that need to be passed subsequently in the ‘B’ and ‘C’ column(s).
A | B | C | Reason for this |
Assessment Method 1: Knowledge Test | Assessment Method 2: Simulated Observation with question and answer session | Assessment Method 3: Professional Discussion | Without the required knowledge, the apprentice will be unable to pass assessment method 2 or 3. |
The EPA period should only start once the employer is satisfied that the apprentice is consistently working at or above the level set out in the occupational standard, that is to say they have achieved occupational competence. In making this decision, the employer may take advice from the apprentice’s training provider(s), but the decision must ultimately be made solely by the employer.
In addition to the employer’s confirmation that the apprentice is working at or above the level in the occupational standard, the apprentice must have completed the following gateway requirements prior to beginning EPA:
The portfolio can be electronic or paper-based, or a mixture of both, and can be made up of a collection of evidence in a variety of formats, including written, audio and video. Examples would be:
The rationale for this assessment method is:
This is the most effective way to ensure the apprentice has developed / gained the required knowledge needed to be occupationally competent.
The test can be:
It will consist of 45 questions.
These questions will consist of:
Apprentices must have a maximum of 90 minutes to complete the test.
The test is closed book which means that the apprentice MAY NOT refer to reference books or any other materials.
Apprentices must take the test in a suitably controlled environment that is a quiet space, free of distractions and influence, in the presence of an invigilator. The invigilator may be the independent assessor, or another external person employed by the EPAO or specialised (proctor) software, if the test can be taken on-line.
The EPAO is required to have an invigilation policy that will set out how the test is to be carried out. This will include specifying the most appropriate ratio of apprentices to invigilators to best take into account the setting and security required in administering the test.
The table sets out the targeting of the five domains of work within the Knowledge test. This should also inform the EPAO in constructing questions banks of sufficient size to prevent predictability
Domain | Number of questions | Number of Scenario based questions |
1. Dispensing and supply of medicines and medicinal products (K1 to K8) | 12 | 1 |
2. Team work (K9 – K14) | 6 | 1 |
3. Communication, pharmacy law and ethics (K15 – K17) | 12 | 1 |
4. Person centred care (K18 – K24) | 6 | 1 |
5. Health and safety in the workplace (K25 – K26) | 4 | 1 |
Total | 40 | 5 |
The EPAO must verify the suitability of the venue for taking the test and the identity of the person taking the test.
Tests must be marked by independent assessors or markers employed by the EPAO following a marking guide produced by the EPAO. Alternatively, marking by computer is permissible where multiple-choice questions types allow this, to improve marking reliability.
Any incorrect or missing answers must be assigned zero marks.
Questions must be written by EPAOs and must be relevant to the occupation and different employer settings. It is recommended that this be done in consultation with employers of this occupation. EPAOs should also maintain the security and confidentiality of their questions when consulting employers. EPAOs must develop ‘question banks’ of sufficient size to prevent predictability and review them regularly (and at least once a year) to ensure they, and the questions they contain, are fit for purpose.
As a minimum EPAOs will produce the following material to support this method:
A specification of the test requirements (room set up / environmental conditions / equipment or materials) must be shared with the employer at least 3 working days before the assessment takes place. This must be kept confidential from the apprentice being assessed.
Apprentices must be observed by an independent assessor completing two simulated observations in which they will demonstrate the KSBs assigned to this assessment method. The end-point assessment organisation will arrange for the observation with question and answer session to take place in consultation with the employer.
The simulated observations must be carried out over a maximum total assessment time of one hour, including questions and answers. The observations may be split into discrete sections held on the same working day.
The Assessor has the discretion to increase the overall time of the tasks and Q&A to enable apprentices to complete tasks and answers, up to a maximum of 10% of the overall time for this assessment method.
The independent assessor may conduct and observe only one apprentice at a time during this assessment method.
The rationale for this assessment method is:
This method allows every apprentice to undergo a consistent and reliable assessment of practice that will cover all of the mapped KSBs. With the broad range of pharmacy settings, this cannot always be guaranteed in a live work-based observation.
Apprentices must be provided with written and verbal instructions on the tasks they must complete, including the timescales they are working to.
The simulated observation should be conducted in the following way to take account of the occupational context in which the apprentice operates:
This is a 1:1 observation that should take place in the normal working environment. It is recognised that this might be ‘out of hours’ to avoid disrupting or being disrupted by, normal business operations.
In determining the actual tasks to be observed, the following activities MUST be covered during the simulated observation.
A simulated observation without these activities could seriously hamper the opportunity for the apprentice to demonstrate occupational competence in the KSBs assigned to this assessment method.
The apprentice will be observed by the independent assessor carrying out two simulated tasks, which must last for a maximum of 1 hour (+ 10% at the assessor’s discretion to allow the tasks to be completed appropriately), including questions and answers.
The apprentice will have:
The question and answer session will be undertaken with the same independent assessor at the end of each task. The purpose of the question session is two-fold:
Questioning must be completed within the total time allowed for the simulated observations.
There may be breaks during the two simulated observations to allow the apprentice to move from one location to another and for meal breaks.
KSBs observed and answers to questions must be documented by the independent assessor.
The independent assessor will make all grading decisions.
EPAOs will create a set of open questions to be used by the independent assessor in order for them to assess related underpinning knowledge, skills and behaviours.
EPAOs must develop ‘simulated observation banks’ of sufficient size to prevent predictability and review them regularly (at least once a year) to ensure they, and the specifications they contain, are fit for purpose. The specifications, including questions relating to underpinning knowledge, skills and behaviours must be varied, yet allow assessment of the relevant KSBs.
EPAOs will produce specifications to outline in detail how the simulated observations will operate, what they will cover and what should be looked for. It is recommended that this be done in consultation with employers. EPAOs should put measures and procedures in place to maintain the security and confidentiality of their specifications. Specifications must be standardised by the EPAO.
Simulated observations can be conducted at the employer’s premises or a suitable venue provided by the EPAO.
EPAOs will produce the following material to support this assessment method:
A specification of the observation requirements (room set up / environmental conditions / equipment or materials) must be shared with the employer at least 3 working days before the assessment takes place.
Details of the materials required etc must be kept confidential by the employer from the apprentice being assessed. The employer will be required to confirm to the independent assessor that this has been complied with.
This assessment will take the form of a professional discussion, which must be appropriately structured to draw out the best of the apprentice’s competence and excellence and cover the duties and KSBs assigned to this assessment method.
The main purpose of this assessment method is to allow the apprentice to draw upon evidence from their work, to support their evidencing of the elements of their day to day role.
The rationale for this assessment method is:
A professional discussion is not simply a question and answer session but a two-way dialogue between the apprentice and independent assessor. It allows the apprentice to evidence how they have met the KSBs, underpinned by evidence drawn from their portfolio. A professional discussion is a well-recognised method of checking knowledge, skills and behaviours and is widely used within the health sector.
The independent assessor will conduct and assess the professional discussion. In normal circumstances and as far as is practical, the EPAO will ensure that the independent assessor who carries out the simulated observations also conducts the professional discussion
The professional discussion should be conducted in the following way:
The apprentice will:
EPAOs will create and set open questions to assess related underpinning knowledge, skills and behaviours. These will be selected from a bank of questions produced by the EPAO. The questions will be selected by the Independent Assessor tailored to the content of the apprentice’s portfolio.
EPAOs will produce specifications to set out in detail how the professional discussion will operate, what it will cover and what should be looked for. It is recommended that this be done in consultation with employers. EPAOs should put measures and procedures in place to maintain the security and confidentiality of their specifications if employers are consulted. Specifications must be standardised by the EPAO.
EPAOs must develop question banks of sufficient size to prevent predictability and review them regularly (and at least once a year) to ensure they, and the specifications they contain, are fit for purpose. The specifications, including questions relating to underpinning knowledge, skills and behaviours must be varied, yet allow assessment of the relevant KSBs.
The professional discussion should normally take place at the employer’s premises or a suitable venue provide by the EPAO. If this is not possible, for example due to the lack of an appropriate area, then it can take place on-line. In such a situation, the EPAO must ensure the following:
The professional discussion may also take place on a different day to the simulated observation assessment method.
EPAOs will produce the following material to support this assessment method:
A specification of where the professional discussion will take place (room set up / environmental conditions / equipment or materials) must be shared with the employer at least 3 working days before the assessment takes place if undertaken at the employer’s premises.
All assessment methods are weighted equally in their contribution to the overall EPA grade
KSBs | Name of grade |
K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13 K14 K15 K16 K17 K18 K19 K20 K21 K22 K23 K24 K25 K26 | Distinction |
Pass | |
Fail |
The following grade boundaries apply to the test:
Grade | Minimum score (%) | Maximum score (%) |
Distinction | 85 | 100 |
Pass | 65 | 84 |
Fail | 0 | 64 |
All pass criteria are required to be achieved for the apprentice to achieve a pass for this assessment method.
All pass and distinction criteria need to be achieved for the apprentice to achieve a distinction for this assessment method.
KSBs | Name of grade | Grade descriptor |
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Distinction | Apprentice Can:
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Pass | Apprentice can:
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Fail |
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All pass criteria are required to be achieved for the apprentice to achieve a pass for this assessment method.
All pass and distinction criteria need to be achieved for the apprentice to achieve a distinction for this assessment method.
KSBs | Name of grade | Grade of descriptor |
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Distinction | Apprentice Can:
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Pass | Apprentice can:
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Fail |
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All three assessment methods must be passed for the apprentice to be awarded a pass overall.
All three assessments must be passed at ‘Distinction’ for the apprentice to be awarded a distinction overall.
Grades from individual assessment methods should be combined in the following way to determine the grade of the EPA as a whole: (Note: A fail in any assessment methods will result in an overall fail grade)
Assessment Method 1: Knowledge Test | Assessment Method 2 Simulated Observation with question and answer session | Assessment Method 3 Professional Discussion based on a Portfolio of Evidence | Overall grading |
Pass | Fail | Fail | Fail |
Distinction | Fail | Fail | Fail |
Pass | Pass | Fail | Fail |
Pass | Distinction | Fail | Fail |
Distinction | Pass | Fail | Fail |
Distinction | Distinction | Fail | Fail |
Pass | Fail | Pass | Fail |
Pass | Pass | Pass | Pass |
Pass | Pass | Distinction | Pass |
Distinction | Pass | Pass | Pass |
Pass | Distinction | Pass | Pass |
Distinction | Distinction | Pass | Pass |
Pass | Distinction | Distinction | Pass |
Distinction | Pass | Distinction | Pass |
Distinction | Distinction | Distinction | Distinction |
Role | Responsibility |
Apprentice |
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Employer |
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EPAO | As a minimum EPAOs should:
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Independent assessor | As a minimum an Independent assessor should:
Attend the required number of EPAOs standardisation and training events per year (as defined in the IQA section) |
Training provider |
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Internal quality assurance refers to the requirements that EPA organisations must have in place to ensure consistent (reliable) and accurate (valid) assessment decisions. EPA organisations for this EPA must:
The external quality assurance provider for this assessment plan is named on the Institute for Apprenticeships’ website.
Apprentices who fail one or more assessment method will be offered the opportunity to take a re-sit or a re-take. A re-sit does not require further learning, whereas a re- take does.
Apprentices should have a supportive action plan to prepare for the re-sit or a re- take. The apprentice’s employer will need to agree that either a re-sit or re-take is an appropriate course of action.
An apprentice who fails an assessment method, and therefore the EPA in the first instance, will be required to re-sit any failed assessment methods only.
Any assessment method re-sit or re-take must be taken during the maximum EPA period, otherwise the entire EPA must be taken again, unless in the opinion of the EPAO exceptional circumstances apply outside the control of the apprentice or their employer.
Re-sits and re-takes are not offered to apprentices wishing to move from pass to distinction.
Where any assessment method has to be re-sat or re-taken, the apprentice will be awarded a maximum EPA grade of pass, unless the EPAO determines there are exceptional circumstances requiring a re-sit or re-take.
Affordability of the EPA will be ensured by using at least some of the following practice:
The EPAO must have in place clear and fair arrangements for making Reasonable Adjustments for this standard. This should include how an apprentice qualifies for Reasonable Adjustment and what Reasonable Adjustments will be made. The adjustments must maintain the validity, reliability and integrity of the assessment methods outlined in this assessment plan.
Knowledge |
K1 Dispensing procedures and practices |
K2 The different types of prescriptions |
K3 How to complete pharmacy calculations |
K4 Different weights and measures |
K5 Doses and forms of medicines |
K6 Issues that may affect how medicines are taken |
K7 The documentation relating to administration, supply and methods of medicines distribution support |
K8 The management of medicines and the supply chain |
K9 The roles and responsibilities of the pharmacy and healthcare team |
K10 How to follow standards and codes of conduct, as well as work within the limitations of your role |
K11 The requirements and rational behind Standard Operating Procedures (SOPs) |
K12 How to work in the patients’ best interest, with other people, both inside and external to the organisation |
K13 Where to go for help and advice about anything to do with work |
K14 The importance of personal development and how to reflect on your work |
K15 Why it is important to communicate effectively at wok; how to communicate with individuals who have specific language needs or wishes; ways to make yourself understood; how to reduce problems with communications |
K16 Legislation, policies and local ways of working and handling information; how to keep information confidential; why it is important to record and store patient information securely and what to do if you think information is not secure |
K17 Application of relevant systems used in Pharmacy Practice and the restrictions and values of the use of social media |
K18 What it means to give ‘person centred care and support’ and give people choices about their care |
K19 Why it is important to gain consent |
K20 Why it is important to get people actively involved in their own health and care |
K21 The importance of treating people as valuable and unique individuals |
K22 How to promote healthy life styles |
K23 How health inequalities affect different parts of society |
K24 The organisations which can support the well-being of a patient |
K25 How to identify risks and hazards in a workplace environment |
K26 What appropriate action should be taken in response to incidents or emergencies following local guidelines |
Knowledge |
K1 Dispensing procedures and practices |
K3 How to complete pharmacy calculations |
K6 Issues that may affect how medicines are taken |
K8 The management of medicines and the supply chain |
K11 The requirements and rational behind Standard Operating Procedures (SOPs) |
K16 Legislation, policies and local ways of working and handling information; how to keep information confidential; why it is important to record and store patient information securely and what to do if you think information is not secure |
Skills |
S1 Receive and log prescriptions |
S2 Assemble prescribed items, undertake an in-process accuracy check and issue prescribed items |
S3 Work according to legislative requirements, and organisational policies |
S4 Order, receive, maintain and issue pharmaceutical stock |
S5 Provide appropriate advice when authorised on supplied medicines and products, their storage and disposal |
S6 Work within the parameters of the Standard Operating Procedures (SOPs) of the pharmacy |
S8 Recognise and act within the pharmacy regulatory, legal and ethical standards |
S12 Handle information (of record, report and store information) related to individuals and / or patients in line with local and national policies |
Behaviours |
B1 Be trustworthy and honest, respectful and caring |
B2 Act with integrity and fair conduct, have the courage to say when something is wrong |
Knowledge |
K14 The importance of personal development and how to reflect on your work |
K18 What it means to give ‘person centred care and support’ and give people choices about their care |
K20 Why it is important to get people actively involved in their own health and care |
K21 The importance of treating people as valuable and unique individuals |
Skills |
S7 Act in accordance with systems and organisational governance |
S9 Support the team in the development of others |
S10 Maintain and further develop your own skills and knowledge through development activities; maintain evidence of your personal development and actively prepare for and participate in appraisal |
S11 Communicate effectively with the public, carers and other health and social care professionals using a range of techniques to determine their needs, and keep information confidential |
S13 Use pharmacy IT systems and other IT resources according to legislative requirements and organisational policies |
S14 Demonstrate person centred care and support within a pharmacy setting |
S15 Make pharmacy patients and patient safety your first concern |
S16 Use judgement and refer service user as appropriate to another member of the team, GP, healthcare worker, manufacturer etc. |
S17 Maintain the interest of patients and the health of the public |
S18 Promote and advocate equality, diversity and inclusion |
S19 Promote healthy lifestyles to customers |
S20 Work safety within the parameters of your role using Standard Operating Procedures |
S21 Apply policies which relate to health and safety at work |
S22 Act appropriately in situations to prevent harm to yourself and others |
Behaviours |
B1 Be trustworthy and honest, respectful and caring |
B3 Be a reliable and capable member of the workforce and recognise your own value and that of your team |
B4 Display effective interpersonal skills |
B5 Respect patients’ values |