# Staff Training Checklist

Use this checklist to confirm that administrators and scanning staff understand how to use the system before go-live.

## Staff member

**Name:** _______________________________________

**Role:** _______________________________________

**Branch:** _____________________________________

**Training date:** ______________________________

## Account access

- [ ] Staff invitation accepted
- [ ] Staff can sign in
- [ ] Staff can select the correct school, if prompted
- [ ] Staff can access only the menu items needed for their role
- [ ] Staff understands they must not share passwords or accounts

## Scanning workflow

- [ ] Staff can open the scanner
- [ ] Staff can select the correct branch
- [ ] Staff can select the correct check occasion
- [ ] Staff can scan a QR code
- [ ] Staff can review visitor name, role, and student names
- [ ] Staff understands when to confirm a scan
- [ ] Staff understands when not to confirm a scan

## Pickup confirmation

- [ ] Staff understands when parent confirmation may be required
- [ ] Staff knows how to identify pending confirmation
- [ ] Staff knows not to release a student until confirmation is complete, where required

## Exceptions

- [ ] Staff knows what to do if a QR code does not scan
- [ ] Staff knows when manual check-in is allowed
- [ ] Staff knows who to contact for unusual situations
- [ ] Staff knows how to complete the exception log
- [ ] Staff understands that the system supports, but does not replace, School safety procedures

## Communication and records

- [ ] Staff knows where check events are reviewed, if their role allows it
- [ ] Staff knows how to report inaccurate information
- [ ] Staff knows who to contact for system issues

## Trainer sign-off

**Trainer name:** _______________________________

**Trainer signature:** ___________________________

**Date:** _______________________________________

## Staff acknowledgement

I understand the training items above and agree to follow the School's procedures when using the system.

**Staff signature:** _____________________________

**Date:** _______________________________________

---

**Template note:** This sample is provided for general onboarding and operational support. Schools should review and adapt it to their own policies, legal requirements, and local regulations before use.