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Review Details

Project or facility name documented

Enter the project, building, or facility name associated with the training package.

Training review date recorded critical (required)

Record the date and time the documentation review was completed.

Reviewer identified and authorized critical (required)

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 critical (required)

Verify the documentation identifies all required systems, equipment, and operating topics covered in the owner training plan.

Yes No N/A

Training agenda matches approved O&M scope critical (required)

Confirm the agenda aligns with the approved operations and maintenance scope for the project or facility.

Yes No N/A

System-specific modules are identified

Select the systems included in the training package.

Note (optional)

Training duration documented for each session

Enter the documented duration in hours for the training session(s).

Training materials or agenda attached critical (required)

Confirm that agendas, handouts, slides, or other training materials are included in the package.

Yes No N/A

Attendance and Signoff Records

Attendance roster included for each session critical (required)

Verify that an attendance roster is present for every documented training session.

Yes No N/A

Attendee names and organizations are complete critical (required)

Confirm attendee names, company/organization, and role are legible and complete.

Yes No N/A

Required owner representatives attended critical (required)

Verify attendance by the owner, operations staff, or designated facility representatives required for turnover acceptance.

Yes No N/A

Trainer and attendee signoffs are present critical (required)

Confirm signoff fields, initials, or acknowledgements are captured for trainers and attendees where required.

Yes No N/A

Missing signatures or attendance gaps documented critical (required)

If any signatures, initials, or attendance entries are missing, confirm the deficiency is documented with a corrective action plan.

Yes No N/A

Training Recordings and Evidence

Training recording available for review critical (required)

Confirm a recording exists for each session that was required to be recorded.

Yes No N/A

Recording is accessible and playable critical (required)

Verify the recording opens successfully and the audio/video quality is sufficient to review the training content.

Yes No N/A

Recording date and session title match the attendance record critical (required)

Check that the recording metadata aligns with the documented session date, title, and attendee roster.

Yes No N/A

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.

Yes No N/A

Deficiencies and Closeout

Documentation deficiencies identified

Select any deficiencies found during the review.

Note (optional)

Corrective action assigned

Describe the corrective action required to close any documentation gaps.

Review result critical (required)

Overall disposition of the owner training documentation review.

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Run: Owner Training Documentation Review

Review Details

Training Scope and O&M Coverage

Attendance and Signoff Records

Training Recordings and Evidence

Deficiencies and Closeout

Get your results