Manager Training Sign-Off Form

Use this form to verify that the employee has been trained on proper use of the project-management agent, dashboards, tracker workbook, and draft-email workflow.

Employee name
Manager / trainer name
Department / role
Training date

Training verification checklist

Check Competency Pass / Needs work Manager notes
Employee can explain the difference between the standard, executive, field-ops, and portfolio dashboards. __________ __________________________________
Employee can open the correct dashboard for their role. __________ __________________________________
Employee can ask the agent for a clear task using a good prompt. __________ __________________________________
Employee can draft a daily update from raw field notes. __________ __________________________________
Employee can identify missing facts, placeholders, or contradictions before approval. __________ __________________________________
Employee can update the tracker workbook correctly. __________ __________________________________
Employee can create or review a port request correctly. __________ __________________________________
Employee understands that external emails require approval unless explicitly authorized. __________ __________________________________
Employee knows when to escalate issues involving deadlines, inventory, ports, APs, grounding, or construction dependencies. __________ __________________________________
Employee understands why the portfolio dashboard should be refreshed after major project-pack changes. __________ __________________________________

Practical exercise completed

Employee signature
I confirm I completed this training and understand the required workflow.
Manager / trainer signature
I confirm the employee demonstrated the required competencies or noted gaps above.