Working record

Training attendance and practical assessment

Retain what was taught, who attended and what each person demonstrated.

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Record details

Record ID

Use the ID from your approved tracker.

Activity date

Record the date the activity actually happened.

Prepared by

Name and role of the person creating this record.

Scope and version

Identify the site, page, asset, process or staff group and the version covered.

Supporting evidence

Add approved storage links, filenames, dates and versions. Keep personal or sensitive information in the approved system.

Activity details

Session, role and materials version

Use the approved role-based curriculum.

Trainer and actual delivery date

Record delivery only after it occurs.

Attendees and roles

Use approved internal identifiers if needed; do not include accommodation or medical details here.

Practical exercise

Identify the draft page/file, task and expected performance.

Observed results

For each participant: demonstrated skill, assistance needed, untested skills and review outcome.

Follow-up, owner and date

Provide practice/retraining and a review date where needed.

Ongoing opportunities

Record the next session, onboarding route and triggers for refresher training.