Training and task authorisation record Great Britain
Record learning evidence, task checks, limitations and the workplace decision on the named task.
This version uses Great Britain guidance. Check Northern Ireland requirements separately before adapting it.
These editable fields stay on this page while it is open. Export a record to keep it. This tool does not send entered information to ESG. Keep sensitive personal or medical information in the appropriate separate process.
| Requirement | Evidence or check | Decision and follow-up |
|---|---|---|
| Task and equipment covered | ||
| Relevant instruction and assessment | ||
| Course or other learning evidence | ||
| Practical or equipment-specific check | ||
| Official qualification or scheme if required | ||
| Supervisor and permitted work scope | ||
| Restrictions and support needed | ||
| Decision, responsible person and review trigger |
Edit the fields and table, then export your record.
How to use this record
- Identify the actual task, workplace and responsible person.
- Adapt the prompts, record what was explained or observed and keep unfinished actions visible.
- Assign an owner and review arrangement. Export a copy to your appropriate workplace record system.
The example button loads an illustrative entry. It is not a completed workplace assessment, training record or authorisation.
Official sources
Source references checked 2026-10-30. The practical examples are original ESG examples to adapt to the actual work.