Does anyone have a good process, template and/or form to share for documenting training and competency of staff on a changed procedure that is too much of a change to just sign off on reading and understanding the SOP?

We just use a simple training form with a spot for the name of the process/procedure at the top, a list of all employees to be trained in the left column with a spot for them to sign in the next column and a column for the date and trainer's initials. We use it for relatively simple new/changed processes that require more than just reading the SOP. As an example, we used it when we started sending blood on our helicopter. The process is similar to another SOP we have, but different enough that I wanted to have in person training for everyone. Once everyone has been trained, I keep the form in a competency manual.

Try something using the following layout (understands is for the SOP / process)

[TABLE=width: 644]

[TR]

[TD] [/TD]

[TD]UNDERSTANDS[/TD]

[TD] [/TD]

[TD] [/TD]

[TD]SHOWN TASK[/TD]

[TD] [/TD]

[TD] [/TD]

[TD]COMPETENT[/TD]

[TD] [/TD]

[/TR]

[TR]

[TD] Basic theory given and understood[/TD]

[TD] [/TD]

[TD] [/TD]

[TD] Task demonstrated and explained[/TD]

[TD] [/TD]

[TD] [/TD]

[TD] [/TD]

[TD=colspan: 2]Agreed Competent[/TD]

[/TR]

[TR]

[TD]Date[/TD]

[TD]Trainee[/TD]

[TD]Trainer[/TD]

[TD]Date[/TD]

[TD]Trainee[/TD]

[TD]Trainer[/TD]

[TD]Date[/TD]

[TD]Trainee[/TD]

[TD]Trainer[/TD]

[/TR]

[/TABLE]

Could you not just make a simple checklist of the key/ critical points of the procedure and sign each point off once you have observed staff performing it as required?

Hey Rashmi...Long time....Good to see you back again on BBTalk!!!!!!!! (missed your interesting posts)