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HFORM04: Training Record Template

Form Reference: HFORM04 Version: 1.0 Classification: CRGI Information Form Owner: Sean Ashton, Operations Manager Purpose: Training completion and competency record per HPROC09. Documents all HSQE and role-specific training completed, assessment results, and competency confirmation.

Document Control

Version Date Author Change Summary
1.0 10/03/2026 Sean Ashton Initial issue

1. Staff Details

Field Details
Staff Name _________________
Role/Position _________________
Department _________________
Date Joined CRGI _________________
Manager _________________

2. Training Completed

Record each training course/module completed. Add rows as needed.

Training Type Course/Module Name Provider Date Completed Duration Assessment Method Result Score
☐ Induction _________________ _________________ _________________ _________ _________________ ☐ Pass
☐ Fail
☐ N/A
___%
☐ HSQE Awareness _________________ _________________ _________________ _________ _________________ ☐ Pass
☐ Fail
☐ N/A
___%
☐ Role-Specific _________________ _________________ _________________ _________ _________________ ☐ Pass
☐ Fail
☐ N/A
___%
☐ Refresher _________________ _________________ _________________ _________ _________________ ☐ Pass
☐ Fail
☐ N/A
___%
☐ External Course _________________ _________________ _________________ _________ _________________ ☐ Pass
☐ Fail
☐ N/A
___%
☐ Toolbox Talk _________________ _________________ _________________ _________ _________________ ☐ Pass
☐ Fail
☐ N/A
___%

Training Types Explained

  • Induction: CRGI orientation, site familiarization, company policies (new staff)
  • HSQE Awareness: Health, Safety, Quality, Environment awareness training
  • Role-Specific: Training required for specific role competence (technical, compliance, tools)
  • Refresher: Mandatory update training on existing competencies
  • External Course: Formal qualifications, certifications, specialist training
  • Toolbox Talk: Short safety/awareness briefings (5–15 minutes)

3. Competency Assessment

After training completion and assessment, confirm competency level:

Training Competency Level Evidence Assessor Name Date Assessed
_________________ ☐ Expert
☐ Competent
☐ Awareness
☐ Certificate
☐ Test
☐ Observation
☐ Other
_________________ _________________
_________________ ☐ Expert
☐ Competent
☐ Awareness
☐ Certificate
☐ Test
☐ Observation
☐ Other
_________________ _________________
_________________ ☐ Expert
☐ Competent
☐ Awareness
☐ Certificate
☐ Test
☐ Observation
☐ Other
_________________ _________________

Competency Level Definitions

  • Expert: Advanced knowledge and practical skill; able to train others; handles complex scenarios independently
  • Competent: Understands requirements; can perform task reliably; applies knowledge correctly; seeks guidance when needed
  • Awareness: Basic understanding; knows when to escalate; cannot work independently on this topic

4. Management Confirmation & Review

Field Details
HREG06 (Training Register) Updated ☐ Yes
☐ No
Next Training Due Date _________________
Training Frequency ☐ Annual
☐ Biennial
☐ Every 3 years
☐ As required
☐ On-going
Further Training Required ☐ Yes
☐ No
(if yes, specify): _________________
Confirmed by (Manager) _________________
Confirmation Date _________________

5. Sign-Off

Role Name Signature Date
Staff Member _________________ _________________ _________________
Assessor/Trainer _________________ _________________ _________________
Manager _________________ _________________ _________________
Operations Manager Sean Ashton _________________ _________________

6. Review Notes

Comments on training, performance, gaps, or development needs:




  • HPROC09: Training & Competence Procedure
  • HREG06: Training Register
  • HPOL06: Competence Policy
  • HFORM01: Risk Assessment Template

Retention: Duration of employment + 3 years Storage: CRGI Secure Document Management System / Personnel file Access: Staff member, Manager, Operations Manager, Human Resources Classification: CRGI Information — Confidential


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