UPTAKE Competency Assessment
The competency assessment model of UPTAKE was first published in the 2019 Annual SHOT Report and has been redesigned in the 2024 Annual SHOT Report. It aims to guide users through key aspects to be included in a competency assessment, to evaluate knowledge and improve patient safety by identifying limitations and next steps. It is shown below as text, as an image and as a downloadable pdf.
UPTAKE
- Understands procedure being assessed
- Performs task accurately
- Takes heed of limits of procedure
- Applies knowledge of scientific background and rationale for procedure
- Knows and considers risks of not following process
- Explains exceptions and where to find further advice if needed

Worked example of SHOT UPTAKE model of competency assessment
The below competency worksheet was published alongside the 2024 Annual SHOT Report. It was adapted from an example kindly provided by Liverpool Clinical Laboratories, and has been tailored to give a working example in line with the UPTAKE model of competency assessment, first shown in the 2019 Annual SHOT Report and accessible here. The model was created as SHOT reports showed evidence of gaps in knowledge, incomplete training and insufficient competency assessments. Competency assessments should facilitate 2-way discussions that provide an opportunity to learn and seek input from staff being trained.
This example is an illustration to show how the model can be applied within assessments and should not be used as a recommended competency template. Please use this worked example as a resource to review your local competency assessments and ensure all areas of the UPTAKE model are incorporated. Each element of the UPTAKE model is shown in figure 1, and is colour coded with the relevant elements in the worked example.
