Practical training and competence review
Record practical task assessment, SOP version, supervision and the authorisation decision.
- Task and instruction
- Practical demonstration
- Decision and supervision
Before task authorisation and on applicable reassessment triggers · Includes example records and blank register rows
One check.
One clear answer.
Confirm the instruction format and language are understood.
Tap an answer to continue
Interactive example · No account needed
A quick check.
Then back to your day.
A clear starting point
Make it your own
Start right here
A little structure.
A more confident shift.
Keep attendance, acknowledgement and demonstrated competence distinguishable.
Make it specific to your site.
Define the task, approved procedure, assessor, language needs and practical criteria.
Practical training and competence review
Site: ____________________ Date: ______________
Completed by: _____________ Reviewed by: _____________
Task authorisation review
Fictional worked example. Use the blank rows for your own records.
| Worker / role | Task / SOP version | Instruction / assessor | Demonstration / result | Authorisation / restrictions | Supervisor informed | Next assessment / trigger |
|---|---|---|---|---|---|---|
| ROLE-01 | TASK-01 / v1 | ASSESSOR-01 / ____ | Record actual demonstration | Requires review | — | Change / ____ |
01Task and instruction
Identify the worker or role using the approved access arrangement.
Record task, SOP version, assessor and instruction date.
Confirm the instruction format and language are understood.
02Practical demonstration
Observe the task against the approved criteria.
Record the actual result and any gap.
Check understanding of restrictions and escalation.
03Decision and supervision
Record authorisation or supervised-practice restrictions.
Confirm the supervisor has the decision.
Record reassessment needs and change triggers.
Close the loop
Communicate restrictions to supervisors and reassess after task changes, incidents or identified difficulty.
Kivloo · kivloo.app/template-library/training-competence-review
How to use the downloaded checklist
Open the CSV in your spreadsheet app. Adapt the checks, enter your approved criteria and add any missing site requirements. Use the result, action, owner, due date and verification columns to document follow-up.
Keep the original observation when a check fails. Record the corrective action and verification separately so the full sequence remains clear.
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