Records and follow-up
Organize workplace training records
Connect each training record with the relevant worker, site, shift and workplace plan. Use this checklist to organize information for review, not to establish certificate acceptance.
Identify the record
- Worker name and relevant work contact.
- Course title, issuer, certificate number and issue/expiry dates.
- Assigned site, shift, backup role and any endorsement.
- Review date, reviewer and follow-up notes.
Keep proof and status clear
Keep readable completion proof in controlled storage and distinguish current from replaced records. Keep training records separate from treatment records; do not treat a receipt as completion proof.
Review changes
Recheck assignments after transfers, renewals or shift changes. Update the roster and follow up on attendance and final documentation after planned training.
Assign the next review
Record who will check the file next and what remains unresolved. Confirm access, retention and certificate requirements with the responsible organization.
Adapted from the original employee training-records checklist; source provenance is retained in the project record. This review is not current pricing, binding booking terms or proof of a confirmed registration.