Template fields
A simple template should capture the person, requirement, assessor, outcome and evidence.
- Staff member
- Role
- Competency
- Assessment date
- Assessor
- Outcome
- Evidence
- Follow-up action
Outcome language
Use clear outcomes such as competent, needs development, not assessed or not applicable.
Avoid vague comments as the only status because they are hard to report.
Moving into SkillProof
SkillProof can hold assessment and checklist records against staff profiles, with evidence and reporting for teams that track those records.
Put this guide into practice
Turn the guidance into a working compliance process.
List the records, evidence files and renewal dates you currently track.
Decide who owns each record: admin, manager, employee or compliance lead.
Mark which items are overdue, due soon, missing evidence or ready for review.
Choose the next report or audit pack you would need if someone asked for evidence today.