Core fields
Keep the template practical. The best fields are the ones that help someone decide whether a record is complete, overdue, missing proof or ready for review.
- Staff member
- Role, site and department
- Requirement type
- Status
- Completion date
- Renewal or review date
- Evidence status
- Owner or manager
- Next action
Record types to include
Staff compliance is broader than training records when policies, evidence, registrations or CPD matter.
Separate fields may be needed for policy acknowledgement, professional registration checks and audit notes.
Moving beyond the template
Move to software when the template needs reminders, permissions, evidence uploads, manager views or audit packs.
SkillProof turns those fields into connected records and actions.
Practical example
Example fields to review
Use a small, reliable structure before adding more process. These fields help turn guidance into records managers can review.
Field
Owner
What to capture
Who is responsible for keeping the record current.
Field
Requirement
What to capture
The training, evidence, CPD, registration or review item.
Field
Status
What to capture
Complete, due soon, overdue, missing evidence or awaiting review.
Field
Evidence
What to capture
Whether proof is attached and reviewed.
Field
Next action
What to capture
What needs to happen next and who should do it.
Put this guide into practice
Turn the guidance into a working compliance process.
Questions this guide answers
What is a staff compliance record?
It is a record that shows what a staff member is required to complete, what status it is in, what evidence exists and what action is needed next.
Should policy acknowledgements sit in the same record?
Usually yes. If policy acknowledgements are part of how you evidence staff compliance, keeping them near training and evidence records makes reporting clearer.