Process family
Training and competence: the templates from identified gap to training record
Six templates for planning, delivering and recording training: the general training process, the individual record, employee-initiated requests, laboratory analyst authorization, contractor safety induction and the daily toolbox talk.
Training and competence is the set of procedures that turn a requirement (a role, a regulation, an appraisal finding, a new site) into a person who has been trained, assessed and recorded as competent, and that keep the record current. The six templates are not one sequence: three describe the general HR route at different zoom levels, and three are the safety and laboratory forms where a competence check is a condition of doing the work at all.
The general route is the training process: gap confirmed, budget and release approved on the annual plan, course delivered and assessed, record updated with a refresher date, then a check it worked. Two children run it for one person. The employee training record is one assignment from the role's requirements: due date, attendance, competence check, certificate, refresher. The training request is employee-initiated: a costed justification through relevance, budget and a finance threshold to a purchase order and booked place; delivery and assessment are the training process's.
The other three make competence a gate. Laboratory analyst training does not end at attendance: supervised practice and a practical assessment precede authorization for a defined method scope; a fail defines the retraining. The fuller chain to authorization and requalification is the analyst training family. Contractor safety induction checks photo ID and certificates at the gate, briefs the site rules, walks the hazards, sits an assessment and issues a badge with an expiry; the toolbox talk is its daily counterpart, a pre-task briefing with controls from the risk assessment, attendance recorded. Both open the permit-to-work sequence.
The failures are the same across all six: training booked with no assessment, an assessment with no record, a record with no refresher date, or a badge that outlived the certificate it was issued on. The controls that catch them are the competence check before the record is closed and the expiry that reopens it; the training process and the individual record both restrict duties when the check is failed, which is what turns a record into a control. Training records are also the first thing an auditor asks for, which is why document control is listed beside this family: a controlled SOP is only as good as the evidence that the people following it were trained on the current revision.
Templates in this family
- Training process flowchart — A training process flowchart: need identification, plan and budget approval, course selection, delivery, competence assessment, records and refresher dates.
- Employee training process flowchart (individual record) — Employee training process flowchart for one person's record: assignment and due date, mandatory or optional, attendance, competence check and refresher.
- Training request process flowchart (request to booking) — Training request process flowchart: costed request, line manager relevance check, budget availability, threshold approval to L&D or finance, then booking.
- Laboratory analyst training process flowchart — A laboratory analyst training workflow that separates assigned training, supervised practice, demonstrated competency, method authorization, training records and requalification monitoring.
- Contractor safety induction process flowchart (site access) — Contractor safety induction flowchart template: pre-qualification check, ID and certificate checks at the gate, site rules and emergency briefing, work area walk, assessment, badge issue with an expiry and supervised first shift.
- Toolbox talk process flowchart (daily pre-task safety briefing) — Toolbox talk flowchart template: topic from the talk plan or a recent incident, controls from the risk assessment, the talk delivered at the workface, issues fixed, logged or stopped, attendance recorded.
Related guides
- How to create a flowchart from text — How to turn a written description into a flowchart: split the text into one action per step, convert conditional sentences into decisions, name the actor in every passive clause, and close the gaps.