Departmental Technical Training and Competency Assessment (template for F07c–F07i) template
A form in the Personnel, Training and Competence procedure (PR12), mapped to ISO 15189:2022 clause 6.2. Fill it in whenever the task occurs. Used by the quality-management team.
FormISO 15189 · 6.2As needed
Calculated automaticallyRed = outside limits
Your LaboratoryDepartmental Technical Training and Competency Assessment (template for F07c–F07i) | YL-QM-FRM-12-F07c v1.0
Record: Departmental Technical Training and Competency Assessment (template for F07c–F07i) — October 2026
One form per department: copy this sheet and number the copies PR12-F07c to PR12-F07i (e.g. c Haematology, d Clinical Chemistry, e Microbiology, f Serology / Immunology, g Molecular / Viral load, h Blood bank, i Sample reception / Phlebotomy). Use at least two assessment methods per task (PR12, 6.7.8).
DepartmentHaematology
Staff nameR. Naidoo
Assessor
Assessment type
Date2026-10-01
Next assessment due2026-10-01
| No. | Task / examination | SOP ref. | Direct observation | Result recording & reporting | Review of worksheets / QC / maintenance | Problem-solving | Blind / EQA samples | Outcome | Assessor initials | Date |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Glucose | REF-26-001 | Pass | Pass | Pass | Pass | Pass | Competent | TM | 2026-10-01 |
| 2 | Creatinine | REF-26-002 | Pass | Pass | Pass | Pass | Pass | Competent | RN | 2026-10-08 |
| 3 | ALT | REF-26-003 | Pass | Pass | Pass | Pass | Pass | Competent | SD | 2026-10-15 |
| 4 | Haemoglobin | REF-26-004 | Fail | Fail | Fail | Fail | Fail | Competent | AM | 2026-10-22 |
| 5 | Potassium | REF-26-005 | Pass | Pass | Pass | Pass | Pass | Competent | LB | 2026-10-29 |
| 6 | Glucose | REF-26-006 | Pass | Pass | Pass | Pass | Pass | Competent | KO | 2026-11-05 |
| 7 | Creatinine | REF-26-007 | Pass | Pass | Pass | Pass | Pass | Competent | TM | 2026-11-12 |
| 8 | ALT | REF-26-008 | Pass | Pass | Pass | Pass | Pass | Competent | RN | 2026-11-19 |
| Re-training required (tasks, plan, date) |
|---|
Sign-off
| Role | Name | Signature | Date |
|---|---|---|---|
| Staff member | |||
| Assessor | |||
| Section Head |
Shaded cells are calculated automatically. Values in red are outside their limits. † marks a corrected value (see Corrections).
Controlled document. Printed copies are uncontrolled unless stamped.Page 1
A4 landscape · first page · showing 8 of 8 rowsExactly as LabToolkit Pro prints it — with your logo and colours
What it records
- Task / examination
- SOP ref.
- Direct observation
- Result recording & reporting
- Review of worksheets / QC / maintenance
- Problem-solving
- Blind / EQA samples
- Outcome
- Assessor initials
- Date
Instructions on the form
- One form per department: copy this sheet and number the copies PR12-F07c to PR12-F07i (e.g. c Haematology, d Clinical Chemistry, e Microbiology, f Serology / Immunology, g Molecular / Viral load, h Blood bank, i Sample reception / Phlebotomy). Use at least two assessment methods per task (PR12, 6.7.8).
Sign-off
- Staff member
- Assessor
- Section Head
Related templates
- Personnel File Checklist (PR12-F01)
- Personnel Orientation Checklist (PR12-F02)
- Code of Ethics, Impartiality & Confidentiality Declaration (PR12-F03)
- Personnel Training & Continuous Professional Development Plan (PR12-F04)
- Training Evaluation Form (PR12-F05)
- Competence Matrix (PR12-F06)
- General Competence Assessment Form (PR12-F07a)
- Management System Training and Competence Form (PR12-F07b)
- Competency Assessment Form (PR12-F08)
- Personnel Authorization Matrix (PR12-F09)
- Authorised Signatures & Initials Log (PR12-F10)
- Work Schedule (PR12-F11a)
- Departmental Duty Roster (PR12-F11b)
- On-call Roster (PR12-F11c)
- Personnel Replacement Form (PR12-F12)
- Guide: ISO 15189 documentation checklist
Clause references are to ISO 15189:2022; check them against your licensed copy of the standard.