Glossary Updates12 new terms added to the glossaries · October 2, 2026, 22:44 CEST
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Glossary · Safe work, maintenance and competence

Competency assessment

Also known as: competence assessment

In occupational safety, a competency assessment is the evaluation of whether a person can apply the required knowledge and skills under relevant conditions. It checks performance, not only attendance at training.

  • Machine safety
  • Human factors

In one sentence

A competency assessment checks whether a person can actually perform a safety-relevant task, rather than only confirming attendance at training.

Example

Before a technician is authorized for lockout on a press line, a supervisor observes her performing the procedure on the real machine and checks her explanation of the stored energy sources.

How it applies

  • Human factors: Knowing a procedure and being able to perform it under time pressure, noise or poor access are different things. Assess under realistic conditions.
  • Machine safety: Assessment results decide who may perform which tasks, for example lockout, setup in special modes or safety-critical maintenance. The criteria come from the training needs analysis.
  • Technical documentation: Instructions state the competence they assume. The assessment should test against the same instructions the person will use.
  • Evidence: Records name the task, the criteria, the assessor and the result. Gaps lead to refresher training and reassessment.

Competency assessment vs. training record

A training record shows that someone attended. A competency assessment shows that they can do the task, which is what a competent person or a qualified person designation should rest on.

By knowledge.aitechdoc.world · Published September 25, 2026 · Last reviewed

Source: AI TechDoc Knowledge editorial definition, based on ISO 45001:2018, Occupational health and safety management systems

Definitions follow the cited standards and specifications. Where a source is a copyrighted publication, such as an ISO, IEC or EN standard, the definition is a close paraphrase, not a verbatim quotation, so as not to infringe copyright. We recommend reading the original publication. The sections “How it applies” are editorial commentary by AI TechDoc Knowledge and are not part of any standard.

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