4 ways to automate in-house electrical safety training

Liam Jones

Liam Jones

Founder, Pilla App

Date Modified

26 May 2026

I'm Liam Jones, founder of Pilla and a qualified management consultant. I've helped hundreds of businesses set up workflows, and in this article I'm going to show you four real examples of how to set up in-house electrical safety training you can deliver on the job. I'll start from the simplest and then add some more powerful options. You can open up each template in our workflow builder playground as a starting point and experiment for yourself. If you have any suggestions or you need some help, you can email me directly.

Key Takeaways

Article Content

#1 - Simple training log

Who it's for: Managers who know the electrical controls and want to brief staff, with a record it happened.

What it is: In-house electrical safety training is a short session a manager delivers to staff. This version is a checklist of the points to cover, visually checking leads and plugs, spotting damage, not overloading sockets, keeping water away, never attempting repairs, and reporting faults, plus a field for who was trained.

Available on: Basic.

In practice: A manager runs a new starter through checking the kettle lead for fraying, not running three appliances off one adaptor, and reporting a scorched plug rather than using it, and lists who attended. Fifteen minutes, and a record the team was trained.

Why it works: The points sit on the canvas, so the session covers the same ground every time. Listing who was trained up front means the record works whether you train one person or the whole team.

Steps included:

  • 1 checklist (6 electrical safety points to cover)
  • 1 field for who was trained (names)

When to upgrade:

  1. The manager delivering it wants the detail to hand
  2. You need to show staff understood, not just attended
  3. You run several sites and need a signed record per session

#2 - With guidance

Who it's for: Managers who want the actual content for each point so the session is consistent.

What it is: The simple log with guidance panels: the visual check, signs of damage, not overloading sockets, keeping water away, and reporting faults. Any manager can deliver the same session whether or not they know it cold.

Available on: Standard.

What it adds to the previous template:

  1. The visual check and the no-overload rule are on screen, not in the manager's memory
  2. Every session covers the same material
  3. A new manager can deliver it from day one

Why it works: The guidance carries the content, so the session doesn't depend on the trainer remembering the detail.

Steps included:

  • 1 guidance note (the content for each point)
  • 1 checklist (6 electrical safety points)
  • 1 field for who was trained

When to upgrade: When you need to show staff understood (Electrical Safety Training #3), or a signed record per session (Electrical Safety Training #4).

#3 - With check of understanding

Who it's for: Operations that need to show the training landed, not just that a session ran.

What it is: The guided session plus a short check of understanding: the trainer ticks what each trainee was able to show, doing a visual check of a lead and plug, not overloading sockets, and taking faulty items out of use.

Available on: Standard.

What it adds to the previous template:

  1. The session records that staff could show the basics, not just watch
  2. The record means more to an inspector than attendance alone
  3. It flags who might need another run-through

Why it works: Attendance proves someone was in the room; a check of understanding proves they can do it.

Steps included:

  • 1 guidance note (the content for each point)
  • 1 checklist (6 electrical safety points)
  • 1 field for who was trained
  • 1 check of understanding (3 competence items)

When to upgrade: When you need a signed, evidenced record per session for a multi-site standard (Electrical Safety Training #4).

#4 - With photo and sign-off

Who it's for: Multi-site groups that need a signed training record for every session.

What it is: The checked session plus a photo of the session or the staff trained, and a single trainer signature confirming delivery to the staff named. One signature covers the session, however many attended.

Available on: Standard.

What it adds to the previous template:

  1. A photo of the session as proof it happened
  2. A single trainer signature confirming delivery to the named staff
  3. A complete, dated training record per session, comparable across sites

Why it works: The trainer signature plus the names captured up front is the record, without needing a signature from every attendee.

Steps included:

  • 1 guidance note (the content for each point)
  • 1 checklist (6 electrical safety points)
  • 1 field for who was trained
  • 1 check of understanding
  • 1 photo of the session
  • 1 trainer signature

When to upgrade: When you want Poppi to track who's due a refresher, or roll every site's sessions into one training report. Those versions are coming in the next post update.

How to pick the right version

You don't need to know our product to choose. Just answer three questions.

Does the manager delivering it know the electrical controls well?

If they do and just want a record, a plain log is enough. If not, the content needs to be on the screen. If the trainer knows it cold, #1 is fine. Otherwise start at #2.

Do you need to show staff understood, or just attended?

An attendance log shows a session ran; a check of understanding shows staff could do the basics. If attendance is enough, stop at #2. If you need to show it landed, #3 adds the check.

Do you need a signed record?

In one site, the log speaks for itself. Across sites, you want a signed, comparable record. If no sign-off is needed, #3 is enough. If you run more than one site, #4 adds a photo and a trainer signature.

Frequently asked questions

What electrical safety can staff actually do?

Staff aren't electricians, but they can do a lot: a quick visual check of leads and plugs before use, not overloading sockets, keeping water away, and taking faulty equipment out of use and reporting it. That's what this session trains.

What about PAT testing and the fixed wiring?

Those are jobs for a competent person on a schedule, covered by the electrical safety risk assessment. This training is the day-to-day staff side: spotting and reporting problems before they cause harm.

How do I record who was trained when numbers vary?

List the names up front and the trainer signs off once to confirm delivery to those staff.

Where to go next

In-house electrical safety training turns the visual check and safe use of electrics into a short repeatable session with a record it happened and landed. The versions above move from a simple log to a signed, checked record.

Five more versions are coming in the next refresh that bring AI into the training. Poppi can track who's due a refresher and roll every site's sessions into one report. Those need more review time and will land separately.

→ Build your own in-house electrical safety training on Pilla. The Basic plan unlocks the simple log today.