Title Page

  • Conducted on

  • Prepared by

  • Location
  • Subject or Activity Assessed

  • Is the work being undertaken by contractor or employee

  • Provide details

  • Provide details of training subject or process being accessed - if safe system of work, operational procedure etc attach the document with details covered.

  • Name of formal training undertaken prior to this assessment - where possible provide evidence of training certificate -if this is not possible include in statement how you have assessed they have attended training.

  • Has the person receiving training or being observed demonstrated they can complete the take correctly

  • Is the observed person wearing the correct PPE and able to explain why it is required and how to use and take care of it.

  • Is the observed person able to explain the purpose for equipment, how to correctly use, store it and take care of it.

  • Is the observed person working in a tidy manner and taking steps to avoid slips and trips

  • Is the observed person able to demonstrate good understanding of materials and processes associated with the activity.

  • Activities discussed

  • List areas discussed

  • Is the observed person deemed to demonstrate competency

  • Identify how this person will be supported to improve or other action required

  • Has the individual being observed got any comments about their performance?

  • Agreed actions and improvements

  • Any concerns or comments made by the observed person

  • Observers signature to demonstrate that this is a true record of training/ competency assessment

  • Observers signature to demonstrate that this is a true record of training/ competency assessment

  • Employee / Contractor signature to confirm this is a true record of training/ competency assessment

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.