Blood Bank Technician Competency Checklist
Technician Name: ___________________
Employee ID: ___________________
Evaluator Name/Title: ___________________
Date: ___________________
I. Specimen Handling
Competency Meets Needs N/A Comments
Improvement
Correctly ☐ ☐ ☐
identifies and
labels
specimens
Accepts/rejects ☐ ☐ ☐
specimens
based on policy
Follows ☐ ☐ ☐
protocols for
add-on or
repeat testing
II. Pre-Transfusion Testing
Competency Meets Needs N/A Comments
Improvement
ABO/Rh typing ☐ ☐ ☐
(manual and/or
automated)
Antibody ☐ ☐ ☐
screen and ID
Crossmatching ☐ ☐ ☐
(IS, AHG,
electronic)
Interprets ☐ ☐ ☐
serologic
reactions
correctly
Uses reagent ☐ ☐ ☐
controls
appropriately
III. Component Preparation and Issuance
Competency Meets Needs N/A Comments
Improvement
Selects ☐ ☐ ☐
appropriate
blood products
Properly labels ☐ ☐ ☐
and documents
unit issuance
Understands ☐ ☐ ☐
and follows
emergency
release
procedures
Maintains cold ☐ ☐ ☐
chain during
handling
IV. Special Testing
Competency Meets Needs N/A Comments
Improvement
Performs DAT, ☐ ☐ ☐
eluates, or
absorption
procedures
Handles ☐ ☐ ☐
complex
antibody
workups
Knows ☐ ☐ ☐
transfusion
reaction
workup
protocol
V. Documentation and Quality Control
Competency Meets Needs N/A Comments
Improvement
Accurate and ☐ ☐ ☐
complete
record keeping
QC of reagents ☐ ☐ ☐
and equipment
Proficiency ☐ ☐ ☐
testing
participation
Compliance ☐ ☐ ☐
with SOPs and
safety protocols
VI. Instruments and Information Systems
Competency Meets Needs N/A Comments
Improvement
Operates ☐ ☐ ☐
analyzers (e.g.,
Echo, Ortho,
etc.)
Performs ☐ ☐ ☐
instrument
maintenance
and
troubleshooting
Uses LIS/Blood ☐ ☐ ☐
Bank module
correctly (e.g.,
Epic, Meditech)
VII. Professionalism and Communication
Competency Meets Needs N/A Comments
Improvement
Communicates ☐ ☐ ☐
effectively with
clinical staff
Demonstrates ☐ ☐ ☐
critical thinking
and problem-
solving
Handles STAT ☐ ☐ ☐
and emergency
situations
efficiently
Evaluator Comments:
____________________________________________________
____________________________________________________
Technician Signature: ___________________ Date: ___________
Evaluator Signature: ___________________ Date: ___________