Staff Training Management

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

---

Prerequisites

---

Step 1 — Identify Training Need

Identify training needs through:

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

---

Step 2 — Create a Training Record

Go to the Training Records page from the QC 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. Trainee — The staff member
4. Provider — The trainer or organisation
5. Title — Training subject
6. Type — Internal / External / On-the-job
7. Duration — Training hours
8. Notes — Additional remarks

---

Step 3 — Evaluate Effectiveness

After completion, update the record:

---

Step 4 — Schedule Next Training

If retraining or certification renewal is required, fill in:

• Next Training Date — Shown in red if overdue
• Certificate No. — Certificate number (if applicable)
• Expiry — Certification expiry date

---

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

---

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 the assessment fails?

Per ISO 17025, plan follow-up training, document the findings in the notes and set a new training date.

When is retraining required?

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