Independent guide
Training evidence and records checklist
Useful records show what was completed and assessed without collecting excessive personal data.
Updated 2026-09-10
Name the purpose
Identify whether the record supports competence management, funding, a qualification, a client requirement or internal development. Different purposes require different evidence.
Confirm provider output
Ask for the certificate or result format, assessment method, pass criteria, resit process and timescale. Verify relevant accreditation or register information at source.
Plan retention and access
Record who owns the data, who can see it, where it is kept, how corrections are made and when it is reviewed or deleted under the organisation’s policy.