2 ways to run in-house lone working training
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 two real examples of how to run in-house lone working training.
I'll start with the simple agenda, then add a group photo for the record. You can open up each template in our workflow builder playground as a starting point and experiment for yourself.
If you're looking to automate this part of your operation, speak to an expert and we'll show you what it would take to set up.
The workflows at a glance
- #1 - The training agenda. A checklist of the lone working points to cover, plus a field for who was trained.
- #2 - With a group photo. The same agenda, plus a group photo of the session kept on the training record as evidence.
Article Content
#1 - The training agenda
Who it's for: Managers who know the lone-working controls and want to brief staff, with a record it happened.
What it is: In-house lone working training is a short session a manager delivers to staff. This version is a checklist of the points to cover, the check-in routine, keeping a phone or alarm to hand, how to raise the alarm and who responds, lock-up and personal safety, handling cash and visitors alone, and when to withdraw or call for help, plus a field for who was trained.
In practice: A manager briefs a new closing-shift assistant on the check-in times, who answers the phone, and the rule to lock up and leave rather than confront anyone, 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 lone working points to cover)
- 1 field for who was trained (names)
#2 - With a group photo
Who it's for: Operations that want a photo on the training record as proof the session actually happened, not just a name typed in a box.
What it is: The training agenda plus a group photo of the staff who were trained, kept on the record alongside the names. A quick snap at the end of the session, and the record carries a picture of who was there.
In practice: The manager finishes running through the points, gathers the team for a quick photo, and saves. The training record now has the agenda, the names, and a photo of the group, one tap to produce if an inspector ever asks who was trained and when.
What it adds to the training agenda:
- A group photo as proof the session ran, harder to dispute than a typed name
- A visual record kept next to the names, in the same session
- Something concrete to show an inspector or auditor beyond a text log
Why it works: A photo of the group is quick to take and hard to fake, so the record carries proof the training happened, not just a note that it did.
Steps included:
- 1 checklist (6 lone working points to cover)
- 1 field for who was trained (names)
- 1 group photo of the session
How to pick the right version
You don't need to know our product to choose. Both versions are the same training agenda; the second just keeps a photo on the record too.
Do you just need a record the session ran?
If a dated agenda with the names of who attended is enough, #1 is all you need. It covers the same ground every session and gives you a record it happened.
Do you want photo proof on the record?
If you want a picture of the group alongside the names, so the record shows who was trained, #2 adds a group photo of the session.
Related workflows
- Lone working risk assessment - the assessment behind this training
- In-house workplace violence training - the related people-risk
- In-house first aid training - for when something goes wrong on a lone shift
Conclusion
In-house lone working training turns the check-in routine and the rules for raising the alarm into a short repeatable session with a record it happened. The first version logs the agenda and who attended; the second keeps a group photo of the session on the record as evidence.