What this means for your practice
Separate attendance, completion and any assessment or approval the organisation actually requires. Record the source of the requirement and the evidence accepted by the accountable team.
An example to discuss with your team
Import attendance without an assessment result; the system should not infer the missing outcome.


What to ask before you choose
Import fictional attendance without an assessment result. The missing outcome should stay missing until acceptable evidence arrives. Staff need to see what remains outstanding and whom to contact about corrections. That also prevents managers chasing the wrong document or assuming attendance proves every requirement was met.
Make the outstanding step visible
Choose a sample course and ask the responsible training lead to explain what the practice requires. Attending a session, finishing its material and receiving a particular assessment result may need separate records. The software should follow those agreed definitions instead of treating the presence of an attendance file as proof of every later step.
Show staff exactly what is missing and where an authorised correction should go. A person who has completed the work but whose evidence has not arrived needs different follow-up from someone who has not attended. Ask the supplier to demonstrate those two cases alongside a fully accepted record. Keep the source and history of a correction so a later reviewer can understand why the status changed. If the requirements change, agree how existing records are reviewed rather than silently relabelling them. The useful outcome is a record staff and managers can explain, with uncertainty visible and the actual training decisions left to the responsible team.
How to check the result
Track records whose completion evidence is incomplete.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
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