Owner Training Documentation Review

Inspection template for reviewing owner training documentation, including systems O and M attendance, signoff, and training recordings.

Review Details

• Project or facility name documented
  Enter the project, building, or facility name associated with the training package.
• Training review date recorded
  Record the date and time the documentation review was completed.
• Reviewer identified and authorized
  Name and role of the person reviewing the owner training documentation.
• Reference package or turnover set identified
  Document the package, revision, or turnover set being reviewed.

Training Scope and O&M Coverage

• Required systems O&M training topics are listed
  Verify the documentation identifies all required systems, equipment, and operating topics covered in the owner training plan.
• Training agenda matches approved O&M scope
  Confirm the agenda aligns with the approved operations and maintenance scope for the project or facility.
• System-specific modules are identified
  Select the systems included in the training package.
• Training duration documented for each session
  Enter the documented duration in hours for the training session(s).
• Training materials or agenda attached
  Confirm that agendas, handouts, slides, or other training materials are included in the package.

Attendance and Signoff Records

• Attendance roster included for each session
  Verify that an attendance roster is present for every documented training session.
• Attendee names and organizations are complete
  Confirm attendee names, company/organization, and role are legible and complete.
• Required owner representatives attended
  Verify attendance by the owner, operations staff, or designated facility representatives required for turnover acceptance.
• Trainer and attendee signoffs are present
  Confirm signoff fields, initials, or acknowledgements are captured for trainers and attendees where required.
• Missing signatures or attendance gaps documented
  If any signatures, initials, or attendance entries are missing, confirm the deficiency is documented with a corrective action plan.

Training Recordings and Evidence

• Training recording available for review
  Confirm a recording exists for each session that was required to be recorded.
• Recording is accessible and playable
  Verify the recording opens successfully and the audio/video quality is sufficient to review the training content.
• Recording date and session title match the attendance record
  Check that the recording metadata aligns with the documented session date, title, and attendee roster.
• Supporting evidence file list is complete
  Confirm the package includes supporting evidence such as agendas, slides, handouts, Q&A notes, and follow-up materials as applicable.

Deficiencies and Closeout

• Documentation deficiencies identified
  Select any deficiencies found during the review.
• Corrective action assigned
  Describe the corrective action required to close any documentation gaps.
• Review result
  Overall disposition of the owner training documentation review.