CHAS Training Evidence Checklist

Start from the claim your application makes

CHAS and related SSIP member assessments look for a coherent story: you identify hazards, assign responsibilities, and can show how workers are informed and trained for the work you undertake. Before uploading certificates, write down which roles and activities your submission covers. Then collect evidence that matches that story. A folder of random CSCS scans without role context wastes assessor time and often triggers clarification requests.

Evidence checklist to work through

• Organisation chart or role list matching the people in the sample
• Assigned training requirements per role (cards, courses, first aid, plant where relevant)
• Named certificates with issue and expiry dates where the evidence shows them
• Readable PDF or image files—full card faces, not cropped corners
• Missing and not-required statuses recorded explicitly
• Subcontractor sample with the same field structure as direct employees
• Induction or briefing examples dated and tied to a project or office process
• Owner and review date for the evidence pack itself

Step-by-step pack assembly

Build the pack as a controlled extract rather than emailing the live spreadsheet mid-edit. Freeze a named sample, verify each file, then export.

1. Agree the workforce sample size and roles with whoever owns the CHAS submission.
2. Filter the matrix to those people and list gaps before chasing certificates.
3. Replace illegible scans and correct name mismatches against photo ID.
4. Add contextual notes only where they explain a genuine exception—not to paper over blanks.
5. Export a dated pack and store it with the application reference.
6. Log assessor questions and close each with updated evidence or a clarified process note.

Quality checks that reduce clarification loops

Assessors frequently query expired cards presented as current, supervisors without the management courses your narrative mentions, and agency labour invisible to the system. Run an internal review against those three failure modes before submission. If your health and safety policy promises toolbox talks at defined intervals, keep a small set of signed or recorded examples ready—but do not invent talk records inside the training matrix as fake qualifications. Where a requirement is not assigned to a role, mark not required rather than leaving an empty cell that looks like an omission.

After approval, do not archive the discipline. Surveillance and renewals reuse the same structure. Keep expiry filters running so the next sample is not built from stale dates. When the company adds a new work type—for example asbestos-related activity or MEWP work—update role assignments first, then gather matching evidence. That sequence keeps the application narrative aligned with the live matrix.

What this checklist does not claim

FieldClear helps you organise assigned training evidence for assessments. It does not guarantee CHAS approval, interpret scheme criteria, or replace competent health and safety advice. Using scheme pages to structure records is not the same as achieving accreditation. This checklist is operational guidance, not legal advice.