An equipment, resources and facilities checklist helps an RTO plan and record what it needs to deliver and assess a training product. Start with the qualification or unit you will offer and the locations where learners will work. Include training rooms, practical facilities and any workplace settings your organisation relies on. The checklist can help staff see which items are already available and which arrangements still need to be confirmed.
What does CAQA Resources supply?
CAQA Resources lists an ERF Checklist in Word. Qualification listings describe the checklist as supporting resource review and recording for the qualification context. For example, the tourism checklist listing identifies the qualification and the units included in that resource package. Check your selected product against your own unit and elective plan before using it.
Review the document with the people who know the training setting. A trainer can explain what learners use in a practice activity. An assessor can explain the equipment and resources needed to collect evidence. Someone responsible for the facility can confirm when a room or item is available and who manages access.
How should I check the requirements against what we have?
Choose one planned practical task and list what learners will handle, read or access while they complete it. Compare that list with the applicable training product requirements. Use the checklist to record what has been confirmed and where the supporting information can be found. If one item is used by several groups, check whether it will be available for the planned number of learners.
Keep the location clear when similar equipment appears at several sites. A record that says an item exists may be difficult to use if it does not identify where it is kept or who can release it for training. Note what your RTO provides directly and what depends on an arrangement with another organisation.
What should we add to the Word file?
Use names that your trainers and facility staff recognise. Add the delivery site and, where useful, the contact who can confirm access. Give each open item an owner and a place to record the follow up. If your team expects to review equipment condition or availability on a schedule, record the date and the person who completed the check.
Avoid copying the same answer across sites without checking each location. A workplace may use different facilities from the classroom or simulated setting. Ask the relevant staff member to check their own site and give them a way to identify any arrangement that has changed since the last review.
How can I test a sample before buying?
Ask for an example that matches a unit or qualification on your delivery plan. Take one activity and ask a trainer to complete the checklist using what they know about the site. Then ask a colleague to use that completed record to find the equipment or verify an access arrangement. The questions they ask will show whether your team needs to add an instruction or field.
Keep the completed checklist with the documents your team uses to prepare delivery. Decide who will revisit it when the timetable, facility or units change. Where a required item is still unresolved, record the next step so staff can follow the issue before learners arrive. Use the sample to decide whether the format will fit this routine across all sites in the program. Request a sample checklist for the unit or qualification and see how it records facilities and equipment for a planned activity.
Browse ERF Checklists for your course or unit code.
CAQA Resources materials are written by subject matter experts and are compliant and audit ready. You can customise, rebrand and reproduce the supplied Word or Office materials within your RTO. Your licence covers unlimited students within your RTO. This resource comes with CAQA's Quality Assurance Guarantee: if it gives an adverse audit outcome, we fix it free of cost, and all future updates are free until the training product becomes superseded and equivalent.
