Title Page

  • Assessed Candidate name.

  • Name of Trainer delivering Assessment.

  • Assessment Start Date.

  • Is this the first fundamental assessment for this candidate?.

  • Location the Assessment is delivered.

  • Please add the version number, month and year of the Assessment plan document you are following.

  • Any Notes Required before starting.

Assessment Overview.

  • Please read the following to the candidate.

    Over the next 8 hours, we will be conducting your assessment as follows:-

    Multiple choice test. This will be completed on Microsoft forms and you will require a minimum of 70% to pass this test.

    Practical Product Test. You will be required to complete 6 different product repairs, covering all the items you have covered since you joined the business.

    Professional Discussion. Throughout your practical product tests, your assessor will ask you a set of questions to support the understanding and practical knowledge.

    You will be required to pass all elements to complete the assessment, and to have your certificate and digital credentials awarded to you.

    (Make the learner aware there is an appeals process if required. (The process is:- Talk to trainer first, then to training manager, and finally the service director who will have the final say. A copy of the appeals process can be found on the company intranet.)

Main Assessment delivery.

  • INIT. Multiple choice questions delivered. Min 70% pass rate required. Add Pass number percentage.

  • INIT. Multiple Choice questions can have a 2nd chance delivery. Add 2nd chance pass percentage.

  • Do you think the assessment can continue?, is there a person struggling with written tests?, there maybe issues around Dyslexia, ADHD, Mental illness etc. There now needs to be a decision and discussion with the candidate and HydroCare manager about this assessment. Are you continuing or stopping?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Any Notes on Multiple Choice Questions.

Product Assessment #1.

  • Product Assessment delivered.

  • Is This Product Practical assessment completed safe and well with good understanding.

  • Do you think the assessment can continue?, Is this person struggling?. There maybe issues around Dyslexia, ADHD, Mental illness etc. There now needs to be a decision and discussion with the candidate, Training Manager and HydroCare manager about this assessment. Are you continuing or stopping?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Please details all reasons for Safe and average result. Detail potential improvements.

  • The Professional discussion points during practical were understood and answered?

  • Do you think the assessment can continue?, Is this person struggling?. There maybe issues around Dyslexia, ADHD, Mental illness etc. There now needs to be a decision and discussion with the candidate, Training Manager and HydroCare manager about this assessment. Are you continuing or stopping?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Please details all reasons for Fair result. Detail potential improvements.

  • Task was completed in line with the Estimated Time to Completion. (ETC).

  • Detail issues on the product. Is this affecting the continuation of this assessment?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Any Extra Notes around this Product Assessment #1?

Product Assessment #2.

  • Product Assessment delivered.

  • Is This Product Practical assessment completed safe and well with good understanding.

  • Do you think the assessment can continue?, Is this person struggling?. There maybe issues around Dyslexia, ADHD, Mental illness etc. There now needs to be a decision and discussion with the candidate, Training Manager and HydroCare manager about this assessment. Are you continuing or stopping?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Please details all reasons for Safe and average result. Detail potential improvements.

  • The Professional discussion points during practical were understood and answered?

  • Do you think the assessment can continue?, Is this person struggling?. There maybe issues around Dyslexia, ADHD, Mental illness etc. There now needs to be a decision and discussion with the candidate, Training Manager and HydroCare manager about this assessment. Are you continuing or stopping?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Please details all reasons for Fair result. Detail potential improvements.

  • Task was completed in line with the Estimated Time to Completion. (ETC).

  • Detail issues on the product. Is this affecting the continuation of this assessment?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Any Extra Notes around this Product Assessment #2?

Product Assessment #3.

  • Product Assessment delivered.

  • Is This Product Practical assessment completed safe and well with good understanding.

  • Do you think the assessment can continue?, Is this person struggling?. There maybe issues around Dyslexia, ADHD, Mental illness etc. There now needs to be a decision and discussion with the candidate, Training Manager and HydroCare manager about this assessment. Are you continuing or stopping?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Please details all reasons for Safe and average result. Detail potential improvements.

  • The Professional discussion points during practical were understood and answered?

  • Do you think the assessment can continue?, Is this person struggling?. There maybe issues around Dyslexia, ADHD, Mental illness etc. There now needs to be a decision and discussion with the candidate, Training Manager and HydroCare manager about this assessment. Are you continuing or stopping?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Please details all reasons for Fair result. Detail potential improvements.

  • Task was completed in line with the Estimated Time to Completion. (ETC).

  • Detail issues on the product. Is this affecting the continuation of this assessment?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Any Extra Notes around this Product Assessment #3?

Product Assessment #4.

  • Product Assessment delivered.

  • Is This Product Practical assessment completed safe and well with good understanding.

  • Do you think the assessment can continue?, Is this person struggling?. There maybe issues around Dyslexia, ADHD, Mental illness etc. There now needs to be a decision and discussion with the candidate, Training Manager and HydroCare manager about this assessment. Are you continuing or stopping?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Please details all reasons for Safe and average result. Detail potential improvements.

  • The Professional discussion points during practical were understood and answered?

  • Do you think the assessment can continue?, Is this person struggling?. There maybe issues around Dyslexia, ADHD, Mental illness etc. There now needs to be a decision and discussion with the candidate, Training Manager and HydroCare manager about this assessment. Are you continuing or stopping?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Please details all reasons for Fair result. Detail potential improvements.

  • Task was completed in line with the Estimated Time to Completion. (ETC).

  • Detail issues on the product. Is this affecting the continuation of this assessment?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Any Extra Notes around this Product Assessment #4?

Product Assessment #5

  • Product Assessment delivered.

  • Is This Product Practical assessment completed safe and well with good understanding.

  • Do you think the assessment can continue?, Is this person struggling?. There maybe issues around Dyslexia, ADHD, Mental illness etc. There now needs to be a decision and discussion with the candidate, Training Manager and HydroCare manager about this assessment. Are you continuing or stopping?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Please details all reasons for Safe and average result. Detail potential improvements.

  • The Professional discussion points during practical were understood and answered?

  • Do you think the assessment can continue?, Is this person struggling?. There maybe issues around Dyslexia, ADHD, Mental illness etc. There now needs to be a decision and discussion with the candidate, Training Manager and HydroCare manager about this assessment. Are you continuing or stopping?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Please details all reasons for Fair result. Detail potential improvements.

  • Task was completed in line with the Estimated Time to Completion. (ETC).

  • Detail issues on the product. Is this affecting the continuation of this assessment?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Any Extra Notes around this Product Assessment #5?

Product Assessment #6

  • Product Assessment delivered.

  • Is This Product Practical assessment completed safe and well with good understanding.

  • Do you think the assessment can continue?, Is this person struggling?. There maybe issues around Dyslexia, ADHD, Mental illness etc. There now needs to be a decision and discussion with the candidate, Training Manager and HydroCare manager about this assessment. Are you continuing or stopping?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Please details all reasons for Safe and average result. Detail potential improvements.

  • The Professional discussion points during practical were understood and answered?

  • Do you think the assessment can continue?, Is this person struggling?. There maybe issues around Dyslexia, ADHD, Mental illness etc. There now needs to be a decision and discussion with the candidate, Training Manager and HydroCare manager about this assessment. Are you continuing or stopping?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Please details all reasons for Fair result. Detail potential improvements.

  • Task was completed in line with the Estimated Time to Completion. (ETC).

  • Detail issues on the product. Is this affecting the continuation of this assessment?

  • This Assessment is Now Stopped. Be sure to save and document this PDF and create a Meeting with Training manager and HydroCare Manager. It will still need signing for at the end and entering extra Notes.

  • Any Extra Notes around this Product Assessment #6?

Assessment Sign Off.

  • Open and Honest feedback to candidate delivered.

  • Assessment is completed and delivered as:-

  • Do you feel adequately trained and ready for your role?

  • Trainer to contact relevant parties and ensure action plan is in place. (Create notes).

  • Please EMAIL this PDF directly to learning.uk@culligan.com as soon as possible, to create the City and Guilds completion certificate and digital credentials for the candidate.

    Save this signed completed form onto candidates compliance on salesforce.

    Forward to candidate, the SURVIO feedback form direct from website.
    https://my.survio.com login details provided on meeting notes.

    Email.png
  • Please detail in the notes, the reasoning behind the failed assessment and ensure, HydroCare manager, Scheduling, Training manager are all aware. Email learning.uk@culligan.com also to make aware that C&G credentials are not required at this stage. Follow the failed assessment process in the training plan.

  • Name and signature of Trainer completing the sign off.

  • Name and signature of candidate accepting this 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.