We’re back with our final article in this series on environmental, health, and safety (EHS) training. In this article, we’re going to look at best practices for EHS training documentation and recordkeeping.
Like the rest of the articles in this series, this article is based on some of the guidelines in ANSI Z490.1; we recommend you buy a copy of that standard and use it at work.
You might also want to download our free Guide to Effective EHS Training If so, click that link you just whizzed past or scroll down to the bottom of this article and click the download button.
Otherwise, let’s start talking about EHS training documentation and recordkeeping, right?
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ANSI Z490.1 notes that documentation and recordkeeping are important parts of an overall training management program. (You can read more about this in our article on EHS training management.)
Those training records should document these phases of EHS training:
We’ll cover ANSI’s documentation requirements of each section or phase of EHS training below.
The standard notes that you should set up a recording system for all EHS training records and documents, and that the system should guarantee that (7.1.1):
On the issue of maintaining records for a specified time period, the standard notes that the amount of time you should keep EHS training records may depend on legislation, regulations, and/or company policy, so consider and beware of all these.
Your company’s written training plan should include procedures for document control of your EHS training documents and records.
The standard again reminds you that, when it comes to “access, availability, and confidentiality of records,” your written training plan should include procedures for this. That written training plan is showing its worth again here.
On the issue of confidentiality, the standard reminds you that your EHS training records must “meet regulatory requirements for availability, disclosure, confidentiality, and protection of trade secrets.” (7.3.1)
As a reminder, development is the phase during which you’re creating your EHS training materials, and it’s covered in our article on designing and developing EHS training.
You may not have thought that you’d need to keep records of this phase of EHS training, but Z490.1 says you should. Here’s what it says those records should include:
Now this one may be less of a surprise. You probably figured you’d have to keep records of your delivery of EHS training. But even here, you may be surprised by the information the standard suggests recording.
Here’s what the standard says to record:
Finally, you should create and maintain documents of your efforts to evaluate the EHS training. Your records of EHS training evaluation should include:
Finally, Section 7.4 addresses topics related to issuing credits and certificates for your EHS trainings.
One thing the standard says that is “no credits or certificate of training shall be issued unless the criteria for completion have been met by the trainee.” (7.4.1) Fair enough, no?
Second, it says that if the training provider does issue credits for completed training, “they shall be issued in accordance with recognized established standards, regulations, or industry protocols.” (7.4.2) Again, it seems logical.
And finally, when issuing a certificate or other written documentation that signifies the successful completion of a course to the trainee, the certificate must include:
That wraps up over overview of EHS training basics as informed by ANSI Z490.1, the national standard for criteria of accepted practices for environmental, health, and safety training from ANSI and ASSE.
If you’re looking for help with that EHS record keeping, a learning management system–also known as an LMS–may be just what you need. Check out the two-minute video overview below.
This article is just one of a series that looked at all the different sections of ANSI Z490.1. You can read them all below if you wish:
Since you’re down here at the bottom of the article, give yourself a gold star and treat yourself with a free download of our Guide to Effective EHS Training.
Learn how to design, create, deliver, and evaluate effective EHS training by following these best practices with our free step-by-step guide.
Jeff Dalto, Senior Learning & Performance Improvement Manager
Jeff is a learning designer and performance improvement specialist with more than 20 years in learning and development, 15+ of which have been spent working in manufacturing, industrial, and architecture, engineering & construction training. Jeff has worked side-by-side with more than 50 companies as they implemented online training. Jeff is an advocate for using evidence-based training practices and is currently completing a Masters degree in Organizational Performance and Workplace Learning from Boise State University. He writes the Vector Solutions | Convergence Training blog and invites you to connect with him on LinkedIn.
