Summary
In short
- A training budget and spend record is a record used in KnowTrain that records what was planned, committed and spent on training over a period, by type and area. It is built against ISO 45001 cl.7.1 and forms part of the Training Delivery and Effectiveness programme.
- Maintained by the training lead. Training that is always first to be cut shows up here before it shows up in incidents.
- The template holds 36 fields across 4 sections, with by category repeating for each entry.
- Scoring is budget delivered, where high is good.
- ISO 45001 is occupational health and safety management systems. The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library.
- It connects to the rest of the library: links Needs analysis, Compliance report.
What it is
What it is
What is a training budget and spend record?
A training budget and spend record is a record used in KnowTrain that records what was planned, committed and spent on training over a period, by type and area. It is built against ISO 45001 cl.7.1 and forms part of the Training Delivery and Effectiveness programme.
When is a training budget and spend record completed?
A training budget and spend record is completed at the moment the event happens, rather than reconstructed afterwards. Maintained by the training lead.
When to use it
When to use it, and when not to
This record is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this record covers has occurred, or is about to
- The workspace is being set up, or the register needs an entry added or retired
- You are running the Training Delivery and Effectiveness programme and this is one of its steps
- A linked record needs this one to exist: links needs analysis, compliance report
Not for
- E-Learning Completion Record, which records completion of an online module, with score, time taken and attempts.
- Training Effectiveness Evaluation, which evaluates whether training changed anything, using observation, knowledge checks and incident data rather than attendance.
- Training Material Review, which reviews course content for accuracy, currency and whether it reflects how the job is actually done now.
- Anything outside KnowTrain, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 45001Occupational health and safety management systems
The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the training budget and spend record template based on?+
It is built against ISO 45001 cl.7.1. ISO 45001 is occupational health and safety management systems. The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the training budget and spend record contain?+
There are 4 sections: header, by category, related records, position. Together they hold 36 fields, 29 of which are required.
How many training budget and spend record records should we have?+
This is a singleton. One record per workspace, set up once and maintained, rather than one per event. Other templates refer back to it.
Which programme does the training budget and spend record belong to?+
It is part of Training Delivery and Effectiveness, Statutory Safety Training. Training evaluated on the floor rather than on a smile sheet at the end of the room.
How is a training budget and spend record scored?+
Scoring is budget delivered. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the training budget and spend record template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the training budget and spend record library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowTrain — training and credentials. Induction, competency, toolbox talks, refreshers and expiry tracking.
Meet KnowTrain→Sources
Sources
- ISO 45001 — Occupational health and safety management systems
- ISO — International Organization for Standardization