Lesson 5: Safety & Health Training - Graphic Title
Graphic: of a sign-in sheet for a training class.


Consider combining your training matrix and training completion records into one computerized database system to simplify the tracking process.

Training Records and Documentation

Documentation of training events and recordkeeping are very important parts of every safety and health training program. Documentation includes keeping track of the dates when training events occurred, a content summary or topics outline, the training methods used, and the names and qualifications of trainers. Training records include attendance records (name, department, topic/course name, date of training, and employee signature), copies of performance and written tests, and test scores for all participants.

Keeping good documentation and records has many benefits, including enabling you to: (1) determine when annual or required refresher training is needed, (2) prove that training has been provided, and (3) determine whether lack of training is the cause of safety performance issues.

Many OSHA standards that require safety and health training have specific documentation and recordkeeping requirements. These requirements may vary with each standard so you will need to consult each standard for details. At a minimum, obtain the participant’s name and signature, the training date, the contents or summary of the training session, and the trainer’s name and qualifications. As you learned earlier, some OSHA standards even specify that certain topics be covered. While the length of time that training records must be kept varies, it is best to keep them for at least three years.

Obtain an example Attendance Roster (Word format).

For resource materials on general training topics and S&H training in particular, please click the "Tools" tab on the menu above, select "References," and click "S&H Training."