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Learner ID, employer forms and course evidence, all in one place.

Learners forget their ID, employers forget their forms and assessors forget their certificates, so every start drags on. Docsroom sends each person their own link and shows you at a glance who is still to reply.

8 templates80 requestsWritten for training providers

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Eight templates for training providers

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New learner starter checklistfor new learners · before their start date12 requests12 requests
New learner starter checklistMegan Ward · Level 3 business admin9 of 12 back
  • About you
  • FormLearner enrolment form10 questionsAssigned to MWMegan Ward, learnerFrom Carolin 2 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to MWMegan Ward, learnerFrom Carolin 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to MWMegan Ward, learnerFrom Carolin 3 days1 file sent
  • QuestionNational Insurance numberone lineAssigned to MWMegan Ward, learnerFrom Carolin 3 daysReady to check
  • QuestionUnique Learner Numberif you have oneAssigned to MWMegan Ward, learnerFrom Carolin 4 daysComplete
  • Eligibility
  • QuestionRight to work share codeonly if you need oneAssigned to MWMegan Ward, learnerFrom Carolin 3 daysAwaiting reply
  • UploadGCSE English and mathscertificates or resultsAssigned to MWMegan Ward, learnerFrom Carolin 5 daysReminder sent
  • QuestionCurrent job and employerjob title and companyAssigned to MWMegan Ward, learnerFrom Carolin 4 daysComplete
  • Support and agreements
  • QuestionLearning support needsanything that helps youAssigned to MWMegan Ward, learnerFrom Carolin 5 daysReady to check
  • DecisionInitial assessment slotEnglish and maths checkAssigned to MWMegan Ward, learnerFrom Carolin 5 daysReady to check
  • ApprovalLearner agreementread and approveAssigned to MWMegan Ward, learnerFrom Carolin 6 daysComplete
  • ApprovalHow we use your dataread and approveAssigned to MWMegan Ward, learnerFrom Carolin 6 daysAwaiting reply
Assessor starter checklistfor new assessors and tutors · before their first learner11 requests11 requests
Assessor starter checklistColin Barker · construction assessor9 of 11 back
  • About you
  • UploadPhoto IDpassport or licenceAssigned to CBColin Barker, new assessorFrom Carolin 3 daysComplete
  • QuestionRight to work share codenine charactersAssigned to CBColin Barker, new assessorFrom Carolin 3 daysComplete
  • Checks
  • UploadEnhanced DBS certificateor Update Service numberAssigned to CBColin Barker, new assessorFrom Carolin 5 days1 file sent
  • TableTwo refereesname, role and emailAssigned to CBColin Barker, new assessorFrom Carolin 5 daysReady to check
  • Qualifications
  • UploadAssessor qualificationLevel 3 award or A1Assigned to CBColin Barker, new assessorFrom Carolin 6 daysComplete
  • UploadTrade or job qualificationthe subject you assessAssigned to CBColin Barker, new assessorFrom Carolin 6 daysAwaiting reply
  • TableCPD log this yeardate, hours, what you didAssigned to CBColin Barker, new assessorFrom Carolin 7 daysReminder sent
  • Working with us
  • TableQualifications you can assesstitle, level and bodyAssigned to CBColin Barker, new assessorFrom Carolin 7 daysComplete
  • FormConflicts of interest5 questionsAssigned to CBColin Barker, new assessorFrom Carolin 7 daysReady to check
  • FormBank and tax details6 questionsAssigned to CBColin Barker, new assessorFrom Carolin 8 daysReady to check
  • ApprovalAssessor code of conductread and approveAssigned to CBColin Barker, new assessorFrom Carolin 8 daysComplete
Employer sponsor packfor employers with an apprentice · before the apprentice starts11 requests11 requests
Employer sponsor packWhitlock Joinery · joinery apprentice9 of 11 back
  • Your business
  • FormEmployer details8 questionsAssigned to IWIan Whitlock, employerFrom Carolin 3 daysComplete
  • QuestionLevy paying employeryes or noAssigned to IWIan Whitlock, employerFrom Carolin 3 daysComplete
  • UploadEmployer’s liability insurancecurrent certificateAssigned to IWIan Whitlock, employerFrom Carolin 5 days1 file sent
  • UploadHealth and safety policyif five or more staffAssigned to IWIan Whitlock, employerFrom Carolin 5 days2 files sent
  • The apprentice
  • FormApprentice job details6 questionsAssigned to IWIan Whitlock, employerFrom Carolin 4 daysComplete
  • QuestionWorkplace mentorname, role and emailAssigned to IWIan Whitlock, employerFrom Carolin 4 daysAwaiting reply
  • TableOff the job timeday and hours each weekAssigned to IWIan Whitlock, employerFrom Carolin 6 daysReminder sent
  • Agreements
  • UploadApprenticeship agreementyour copyAssigned to IWIan Whitlock, employerFrom Carolin 6 daysComplete
  • ApprovalEmployer commitment statementread and approveAssigned to IWIan Whitlock, employerFrom Carolin 7 daysReady to check
  • ApprovalTraining planread and approveAssigned to IWIan Whitlock, employerFrom Carolin 7 daysReady to check
  • ApprovalWorkplace safety checkread and approveAssigned to IWIan Whitlock, employerFrom Carolin 8 daysComplete
Course evidence packfor learners part way through · before each progress review8 requests8 requests
Course evidence packLiam Foster · Level 2 plumbing6 of 8 back
  • Your work
  • UploadPhotos of finished workbefore and afterAssigned to LFLiam Foster, learnerFrom Carolin 5 daysComplete
  • UploadAssignment for the unitWord or PDF fileAssigned to LFLiam Foster, learnerFrom Carolin 7 daysComplete
  • QuestionReflective accounta paragraph is enoughAssigned to LFLiam Foster, learnerFrom Carolin 7 daysReady to check
  • Your time
  • TableOff the job training logdate, hours, what you didAssigned to LFLiam Foster, learnerFrom Carolin 5 daysReady to check
  • UploadCertificates gainedany new certificatesAssigned to LFLiam Foster, learnerFrom Carolin 7 daysComplete
  • Your employer
  • FormWitness statement5 questionsAssigned to DHDennis Hall, supervisorFrom Carolin 8 daysAwaiting reply
  • DecisionProgress review slotwith your employer thereAssigned to LFLiam Foster, learnerFrom Carolin 8 daysReminder sent
  • ApprovalProgress review recordread and approveAssigned to LFLiam Foster, learnerFrom Carolin 10 daysComplete
Awarding body entry packfor learners entering assessment · four weeks before assessment8 requests8 requests
Awarding body entry packKayleigh Doyle · Level 2 award6 of 8 back
  • Registration details
  • QuestionName for your certificateexactly as you want itAssigned to KDKayleigh Doyle, learnerFrom Carolin 2 daysComplete
  • FormAwarding body details6 questionsAssigned to KDKayleigh Doyle, learnerFrom Carolin 2 daysComplete
  • UploadPhoto ID for assessmentpassport or licenceAssigned to KDKayleigh Doyle, learnerFrom Carolin 3 days1 file sent
  • Support on the day
  • FormReasonable adjustments4 questionsAssigned to KDKayleigh Doyle, learnerFrom Carolin 4 daysReady to check
  • UploadEvidence of your needa report or letterAssigned to KDKayleigh Doyle, learnerFrom Carolin 5 daysComplete
  • Declarations
  • DecisionAssessment datepick the best dayAssigned to KDKayleigh Doyle, learnerFrom Carolin 5 daysAwaiting reply
  • ApprovalOwn work declarationread and approveAssigned to KDKayleigh Doyle, learnerFrom Carolin 7 daysReminder sent
  • ApprovalAssessment rulesread and approveAssigned to KDKayleigh Doyle, learnerFrom Carolin 7 daysComplete
End point assessment packfor apprentices ready for EPA · before the gateway meeting9 requests9 requests
End point assessment packOlivia Bennett · Level 3 team leader7 of 9 back
  • Gateway evidence
  • UploadPortfolio of evidenceas one PDF fileAssigned to OBOlivia Bennett, apprenticeFrom Carolin 5 daysComplete
  • UploadEnglish and maths certificatesthe ones you achievedAssigned to OBOlivia Bennett, apprenticeFrom Carolin 5 daysComplete
  • UploadEmployer referencea letter on headed paperAssigned to OBOlivia Bennett, apprenticeFrom Carolin 6 days1 file sent
  • QuestionOff the job hours completedas on your training logAssigned to OBOlivia Bennett, apprenticeFrom Carolin 6 daysReady to check
  • Booking
  • DecisionAssessment windowearliest or a later dateAssigned to OBOlivia Bennett, apprenticeFrom Carolin 7 daysComplete
  • FormBooking details6 questionsAssigned to OBOlivia Bennett, apprenticeFrom Carolin 7 daysAwaiting reply
  • QuestionDates you are awayholiday and leaveAssigned to OBOlivia Bennett, apprenticeFrom Carolin 7 daysReminder sent
  • Confirmation
  • ApprovalGateway declarationread and approveAssigned to OBOlivia Bennett, apprenticeFrom Carolin 8 daysComplete
  • ApprovalEmployer confirmationread and approveAssigned to GNGraham Nichols, employerFrom Carolin 8 daysReady to check
Yearly quality and safety packfor the training provider · before the yearly audit11 requests11 requests
Yearly quality and safety packBright Skills Training · yearly pack9 of 11 back
  • Insurance and approvals
  • QuestionProvider reference numberyour UKPRNAssigned to SPSunita Patel, centre managerFrom Carolin 3 daysComplete
  • UploadPublic liability insurancecurrent certificateAssigned to SPSunita Patel, centre managerFrom Carolin 7 daysComplete
  • UploadEmployer’s liabilitycurrent certificateAssigned to SPSunita Patel, centre managerFrom Carolin 7 days1 file sent
  • UploadCentre approval lettersone for each awarding bodyAssigned to SPSunita Patel, centre managerFrom Carolin 8 days2 files sent
  • Quality
  • UploadEQA visit reportthe latest oneAssigned to SPSunita Patel, centre managerFrom Carolin 10 daysComplete
  • UploadInternal quality auditthis year’s summaryAssigned to SPSunita Patel, centre managerFrom Carolin 10 daysAwaiting reply
  • UploadLatest inspection reportOfsted or other bodyAssigned to SPSunita Patel, centre managerFrom Carolin 10 daysReminder sent
  • QuestionComplaints and appealshow many, and outcomesAssigned to SPSunita Patel, centre managerFrom Carolin 12 daysComplete
  • TableTrainers and assessorsname, DBS date, CPD hoursAssigned to SPSunita Patel, centre managerFrom Carolin 12 daysReady to check
  • Policies
  • ApprovalSafeguarding policyread and approveAssigned to SPSunita Patel, centre managerFrom Carolin 14 daysReady to check
  • ApprovalEquality and diversity policyread and approveAssigned to SPSunita Patel, centre managerFrom Carolin 14 daysComplete
Short course booking packfor delegates on a short course · a week before the course10 requests10 requests
Short course booking packPaul Gibbons · first aid at work8 of 10 back
  • Your booking
  • FormDelegate details6 questionsAssigned to PGPaul Gibbons, delegateFrom Carolin 2 daysComplete
  • QuestionName for your certificateexactly as you want itAssigned to PGPaul Gibbons, delegateFrom Carolin 2 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to PGPaul Gibbons, delegateFrom Carolin 3 days1 file sent
  • UploadPrevious certificatefor a refresher courseAssigned to PGPaul Gibbons, delegateFrom Carolin 3 days2 files sent
  • DecisionWho pays for the courseyou or your employerAssigned to PGPaul Gibbons, delegateFrom Carolin 3 daysComplete
  • Fit for the course
  • QuestionAccess or dietary needsramp, hearing loop, foodAssigned to PGPaul Gibbons, delegateFrom Carolin 4 daysAwaiting reply
  • QuestionHealth and practical tasksbending, kneeling, liftingAssigned to PGPaul Gibbons, delegateFrom Carolin 4 daysReminder sent
  • Course day
  • ApprovalJoining instructionsread and approveAssigned to PGPaul Gibbons, delegateFrom Carolin 5 daysComplete
  • ApprovalCourse rulesread and approveAssigned to PGPaul Gibbons, delegateFrom Carolin 5 daysReady to check
  • DecisionLunch on the daybring your own or we orderAssigned to PGPaul Gibbons, delegateFrom Carolin 5 daysReady to check

Written for training providers. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for each learner and employer

Learners upload ID and certificates from their phone, and employers answer their own forms, with no account for anyone to make.

Assessor papers kept together

DBS, qualifications and CPD logs for every assessor arrive in one place, each with the date it came in.

Nobody gets lost between reviews

Docsroom reminds learners and employers who have not sent their evidence or forms, and shows you who is still to reply.

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