Staff Training Management

This guide describes the step-by-step process for logging and evaluating staff training, per ISO 17025 §6.2.

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Prerequisites

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Step 1 — Identify Training Need

Identify training needs through:

• Competency assessments
• New analysis methods or instruments
• Internal audit findings
• Quality system changes

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Step 2 — Create a Training Record

Go to the Training Records page from the "Personnel & Competency" subgroup of the ISO 17025 menu and click "+".

Fill in the fields:

1. Document No. — Leave blank for auto-numbering (format TR-YYYY-NNNN)
2. Training Date — Date of training
3. User — The staff member
4. Provider — The trainer or organisation
5. Title — Training subject
6. Type — Free text (e.g. Internal, External, On-the-job)
7. Notes — Additional remarks

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Step 3 — Evaluate Effectiveness

After completion, update the record:

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Step 4 — Track Certification Renewal

If certification renewal is required, fill in:

• Certificate No. — Certificate number (if applicable)
• Expiry — Certification expiry date. Shown in red in the list if overdue

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Step 5 — Search & Print

• Use the search field for quick text filtering
• Click the print icon for a PDF list
• Click the export icon to download a CSV file

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FAQ

How does auto-numbering work?

If you leave the "Document No." field blank, the application assigns the next available code (format TR-YYYY-NNNN).

What should I do if competence is not confirmed?

Per ISO 17025, leave the "Competency Assessment" checkbox unticked, document the findings in the notes and create a new training record for the follow-up training.

When is retraining required?

When methods change, new instruments are introduced, or during periodic competency reviews.