Crew Competency and Refresher Training Matrix Inspection

Inspection template for verifying crew competency records, basic safety training completion, and certificate/refresher expiry dates, with renewal alerts for upcoming or overdue training.

Inspection Details

• Inspection date and time recorded
• Worksite, vessel, or crew location identified
• Crew roster or team list attached
• Inspection scope confirmed for competency and refresher training review

Certificate of Competency Review

• Certificate of competency present for each assigned crew member
• Certificate number and issuing authority recorded
• Competency matches assigned job role and task scope
• Certificate expiry date within valid period
• Any expired or suspended competency records identified

Basic Safety Training and Mandatory Refresher Review

• Basic safety training completed for each crew member
• Training records include topic, date completed, and trainer name
• Required refresher training completed within the applicable cycle
• Annual OSHA refresher topics documented where applicable
• NFPA or other role-specific refresher requirements reviewed where applicable

Expiry Tracking and Renewal Alerts

• 5-year refresher expiry dates tracked for all applicable credentials
• Renewal alerts set for credentials expiring within 90 days
• Overdue renewals flagged and escalated to supervisor or HR
• Crew members with expiring credentials listed with due dates

Records, Corrective Actions, and Closeout

• Deficiencies or non-conformances documented clearly
• Corrective action owner and due date assigned
• Supporting evidence attached for reviewed records
• Inspector signature completed