Manage training records
Maintain current role requirements, completed learning, observed competence, expiry, restrictions, and refresher actions without equating course attendance with safe performance.
| Field | Value |
|---|---|
| Business area | staff-administration |
| Primary role | general-manager |
| Frequency | monthly |
| Privacy sensitivity | high |
| Security sensitivity | medium |
| Compliance review | needed |
Trigger and handoff
Trigger: Training is assigned, completed, assessed, expires, or changes with role or procedure.
Inputs
- Role competence requirements
- Completion and assessment evidence
- Expiry and restriction rules
Outputs
- Current training and competence record
- Due or restricted-duty queue
- Manager review actions
Current manual methods
- Certificate folder
- Training spreadsheet
- Calendar reminder
Human judgment and approvals
-
Evaluate practical competence and refresher need
-
Decide supervised or restricted duties after a gap
-
Approval: Qualified assessor or manager approves competence and return to duty
Failure modes
- Expired certificate goes unnoticed
- Attendance is recorded as competence without assessment
Success metrics
- Assigned duties map to current competence evidence
- Expiry and restriction actions occur before unsafe assignment