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Free waived testing training and competency checklist
One page for each person and each waived test. It lists ten skills, from finding the current package insert to recording the result, with a column for the date trained and a column for the date observed.
Use it when someone is first trained, and again at whatever interval your site sets.
No sign-up. Free to use and edit within your own laboratory or site. Not for resale. Document WT-02 from the CLIA Waived Testing Kit.
How to use it
- Complete one checklist for each person and each test.
- The trainer dates and initials each skill when it has been taught, and again when the person has been watched doing it correctly.
- Write the interval your site has chosen for repeat observation in the box near the end.
- The employee, the trainer and the laboratory director sign. File it in the personnel record.
Is competency assessment required for waived testing?
Not by CLIA. The federal competency requirements are in Subpart M, which applies to nonwaived testing. CMS describes training and competency checks for waived testing as good laboratory practice, and some states and accreditation organizations require them. Check which applies to your site.
For moderate and high complexity testing the rules are specific: six procedures, twice in the first year and annually after that. See competency assessment: who, when and what counts.
This form is a template. Your laboratory director reviews and approves it before use, and your state or accreditation organization may ask for more than CLIA does.
The rest of the set
The CLIA Waived Testing Kit has 8 documents, including this one: a procedure template built on the package insert, with training, temperature and lot logs and ready-made control logs for six common tests.
More free forms
Reviewed 12 Nov 2026. General information, not regulatory or legal advice. 42 CFR Part 493 controls.