Assign the released instruction
Select the task revision, learner, trainer, and due date.
RECORD · Assignment recordExample workflow · not a customer case study
Task-training instructions that show the released method.
Training completion should show the released instruction, trainer, learner, observed task, corrections, and release—not only attendance.
Five-to-seven step run
What the operator does—and what can be recorded.
Evidence control: Optional records by default. Require trainer observation or sign-off only where qualification depends on it.
Review hazards and controls
Cover required precautions, PPE, and escalation points.
RECORD · Learner acknowledgmentDemonstrate the task
Trainer performs the released sequence and explains critical steps.
RECORD · Trainer initialObserve learner performance
Learner completes the task while the trainer records each checkpoint.
RECORD · Observation checklistCorrect and repeat
Record coaching and repeat any failed critical step.
RECORD · Correction noteRelease or continue training
Trainer records the competency decision and next action.
RECORD · Trainer signatureExample workflow, not a customer case study.