Template

Field Coach and Trainee Evaluation Checklist

by Training Team, from the Community

10+

This Field Coach and Trainee Evaluation checklist helps supervisors assess coaching effectiveness and trainee readiness in field service roles. Review professionalism, tool safety, and respect for customer property, along with customer interaction skills. Cover technical tasks including work order preparation, SHS and IP connectivity site surveys, LOS and mounting, cabling, dish assembly, safe material handling, pointing and peaking, grounding, cable routing, receiver install, setup and activation. Capture customer education, CSAT discussions, OFSC and Comet task completion, overall progress, and areas for improvement.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Field Coach Weekly Trainee Evaluation
Use this Field Coach Weekly Trainee Evaluation to document attendance, punctuality, professionalism, and overall progress for new hires in on the job training. Capture observed strengths and challenges, add specific comments, and sign off to confirm coaching interactions. The checklist helps standardize weekly reviews, provide actionable feedback, and track development over time across teams and sites.
by Training Team, from the Community
Downloads: 70+
Get
Template
Field Technician Assessment Checklist
This field technician assessment checklist helps supervisors evaluate installation quality and customer service during satellite or telecom service visits. It covers professional appearance, respect for the home, work order verification, site survey inside and outside, line of sight, IP connectivity, correct mounting, dish alignment, use of signal meter, neat cabling, proper grounding and torque, limit scans, equipment activation, receiver and TV setup, remote configuration, verification of approved parts, functionality checks, customer education on guides, remotes and DVR, jobsite cleanup, equipment accountability, CSAT review, and proper job closeout in Comet and OFSC. It also includes areas for missed items, development needs, coaching actions, strengths, training recommendations, and evaluator sign off.
by Kris Cobler, from the Community
Downloads: 60+
Get
Template
Solids Control Trainee Competency Checklist
Use this Solids Control Trainee Competency Checklist to guide on-the-job training and document proficiency across equipment knowledge, drilling fluids testing, service operations, and safety. Sections cover BOS equipment basics, excavator and loader operation, rig up and rig down, CFC tanks, and mechanical and electrical principles, plus routine maintenance and electrical services. It also includes HSE requirements such as PPE, stop work authority, lockout tagout, PJRA, journey management, and customer site orientations and meetings. Record software skills in systems like iAuditor, Outlook, and JIRA, capture mentor sign-offs, and add supervisor and technician details. Customize this template to fit your operations and track trainee progress from orientation to field readiness.
by Colby McDaniel, from the Community
Downloads: 0
Get
Template
Trainee Electrical Safety and Safe Isolation Assessment
This trainee assessment template is designed to evaluate competency in electrical safety and safe isolation procedures. It covers initial details such as trainee name, assessor, and location, followed by a structured checklist of core tests: volt stick checks, visual inspection, earth loop impedance (parts 1 and 2), earth continuity, insulation resistance, and verification using a two pole voltage indicator. It also includes locking off requirements and space for assessor comments. Use this template to standardize training assessments, reinforce compliance with safe isolation practices, and document trainee performance for auditing and improvement.
by Dave Anderson, from the Community
Downloads: 0
Get

Field Coach and Trainee Evaluation Checklist

About author

You might also like

Field Coach Weekly Trainee Evaluation

Field Technician Assessment Checklist

Solids Control Trainee Competency Checklist

Trainee Electrical Safety and Safe Isolation Assessment

You might also like

Field Coach Weekly Trainee Evaluation

Field Technician Assessment Checklist

Solids Control Trainee Competency Checklist

Trainee Electrical Safety and Safe Isolation Assessment