This is a simple form template which allows you to keep a record of qualifications held by one employee, including also any training carried out and dates when the training was completed/due to expire. 

Effective Form Templates

This form template is supplied in fully editable MS Word format and can be easily customised and edited. The document uses pre-defined style formatting throughout, with all text in Calibri font for improved readability.
The following document labelling is included in the footer:

• Form number and title
• Information-classification
• Version
• Page number / total pages

alphaZ documents - beautifully designed, tried and tested form templates. No junk, jargon or unnecessary fields. Simple and usable form templates developed over 25 years through practical use in the real world.

Further Reading

Further guidance on competence and training records:

• Competence and Training
• Performance Appraisal and Development
• ISO 9001 Clause 9.3 - Management Review

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How to Download

This file is included in the alphaZ subscription. This form is also included in the ISO 9001 Toolkit and every alphaZ ISO toolkit that covers managing people and competence, so the toolkit route gives you this file plus everything else you need in one download.

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If you'd like hands-on help setting up your training and competence records, or your wider management system, our remote support services provide direct expert input from our team, by the day, by project, or on an ongoing basis.

Staff Training Record Template

A staff training record for keeping a running history of the training and qualifications held by each person - the date, a description of the training or qualification, who completed or delivered it, and any renewal date. One record per employee gives you a clear picture of their competence over time.

Keeping records of the competence of the people doing the work is a core requirement of ISO 9001 (clause 7.2). This form gives you that evidence in a consistent, per-person format that is easy to keep current and easy to produce at audit.

Built for Competence Evidence

The record captures what a competence record needs:

• A dated history of training and qualifications for each person
• A clear description of each training event or qualification
• Who completed or delivered the training
• Renewal dates so tickets and certificates are not allowed to lapse

What's Included in this Staff Training Record

The form is set out as a simple per-person record:

• Name - the employee the record belongs to
• Training / qualification table - date, description or qualification details, completed by, and renewal date for each entry

Who Needs a Staff Training Record?

Any employer that needs to show its people are competent needs a training record for each of them. It suits any small or growing business, and supports the competence and awareness records expected under ISO 9001 and every ISO management system.

Included in the ISO 9001 Toolkit

This form is part of the ISO 9001 Toolkit - the forms, registers, procedures and guidance for running a management system in one download - and is included in every alphaZ ISO toolkit that covers managing people.

Pairs with the Training Review

Once training has been delivered, its value can be checked with the F-Q27 Training Review, so you record not just that training happened but whether it worked.