2015-16 Driver Trainer Inservice MAINTAINING APPROPRIATE TRAINING RECORDS 1

2015-16 Driver Trainer Inservice

MAINTAINING APPROPRIATE

TRAINING RECORDS

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Initial Requirements

Five years experience Criminal record check Authorized training course Meet WAC requirements


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Appropriate Documentation

Driver Requirements: License Abstracts Medical certificate First aid Physical certification Annual disclosure Annual inservice


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Supporting Documentation: Detailed training route Skills taught Trainee performance Pre-trip/post-trip form Special service



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Items Relating to Skills and Learning: Initial training topics Behind the wheel training Annual evaluation Post accident retraining Additional training



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Acknowledgement of Receipt: Employee handbook WA. State handbook D&A policy


Where to Find Information


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Where to Find Information


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Some documents do not belongin a

training file.

Inappropriate Documentation


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Medical Documents: Medical examiners long form L&I claims Doctor’s notes Reference to medical records



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Drug/Alcohol Records Previous employer CDL Pre-employment Random Post-accident Reasonable suspicion



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Disciplinary Actions Performance issues Parent complaints Student conduct reports



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Personal in Nature Rave reviews Birthday cards Grievances Whining notes Timesheets



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Keep files maintained: Organize information Secure paperwork Current or chronological order Periodic review Check list/cover sheet

Record-Keeping Files


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Appropriate: Driver requirements, supporting documents, training documentation, acknowledgements

Inappropriate: Medical docs, D&A results, discipline records, personal notes

Record Keeping: well maintained, secured, organized

Summary


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1. Name four required documents in a training file.

First aid training Driver’s license Medical examiner’s certificate Authorization application Driving abstract Disclosure form

Evaluation


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2. Name three documents that should not be in a training file.

• D.O.T. long physical form• Drug/alcohol testing• Background check results• Medical documents • Disciplinary materials • Personal accolades

Evaluation


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3. Describe how to organize a training file.

• Put most recent paperwork on top• Secure files• Periodically check to make sure

confidential files are removed.

Evaluation