Training records should show who is ready for the work in front of them.

Training records often sit apart from the rest of the safety program. That makes it hard to answer practical questions: who is cleared for this task, what training is expiring, and did a recent incident point to a training gap?

Use the walkthrough to connect training proof to field risk.

Certifications, sign-offs, refresher dates, and worker readiness should be reviewed with the same project, inspection, incident, and hazard records your team already manages. The walkthrough should confirm what the current workflow can support.

The workflow review is not meant to replace every learning management system. It can evaluate how safety training records become more operational: searchable, linked to work, and available when audit evidence or client proof is needed.

Use it for worker readiness

• Review certificates, tickets, and safety training expiry dates.
• Map missing or expiring training by worker, crew, or project.
• Connect training gaps to inspections, incidents, or corrective actions.
• Define training evidence for COR, client, or regulator review.

For a walkthrough, bring a training spreadsheet, LMS export, or a folder of certificates. We can map what gaps might surface and how training proof should connect to project safety records.