Competence, training and accepting delegated tasks

Competence is specific to each task. Someone may be competent to book appointments, explain fees and clean equipment, but not to operate that equipment, interpret results or answer clinical questions about them.

Training must match the task. For support staff this usually means clear local SOPs, equipment instructions, supervised practice, formal sign-off and periodic refreshers. Competence can decline if a task is performed rarely or if equipment or procedures change.

Before accepting a task, check

• Training: have you been shown the correct method and had supervised practice?
• Authorisation: has the practice confirmed you may perform this task?
• Instructions: do you know the SOP, manufacturer guidance and any local limits?
• Supervision: do you know who to call for help if the patient, equipment or result is unexpected?
• Recording: do you know what to document and who needs the information?
• Escalation: do you know when to stop and fetch a registrant or manager?

Saying no safely

Refusing a task can feel awkward, but it protects patients and staff. A clear, brief response works best: "I am not trained or signed off for that yet. I can get someone who is." This explains the reason and offers a practical next step.

Avoid justifications such as "everyone does it", "it will only take a minute" or "the optometrist is too busy". Safety depends on correct training, supervision and controls, not on convenience or pressure.

Competence is not general confidence. It requires task-specific training, formal authorisation, appropriate supervision and knowing your own limits.