How To Track Personnel Competency in the Laboratory

Laboratory supervisor reviewing staff competency dashboards on a laptop

Last updated: 2025

Why Competency Tracking Is Critical

CLIA requires documented competency assessments for each person performing testing. With staff often working across multiple departments and systems, tracking competency manually becomes complex and error-prone.

Core Elements to Track

  • Which test systems each employee is authorized to perform.
  • Dates and results of initial, six-month, 12-month, and annual competencies.
  • Assessors and methods used (observation, quizzes, re-testing, etc.).
  • Remedial training and follow-up when issues are identified.

Challenges in Competency Tracking

  • Separate spreadsheets or paper forms for each department.
  • Lack of visibility across shifts and locations.
  • Missed or delayed competencies due to manual scheduling.

Digital Competency Tracking with mylabcompliance.io

mylabcompliance.io centralizes competency tracking by:

  • Creating a competency matrix linking personnel to test systems.
  • Generating schedules based on CLIA timelines.
  • Providing electronic competency forms with built-in checklists.
  • Alerting supervisors to upcoming and overdue competencies.
  • Offering dashboards that show competency status by person, department, and site.

Related Competency Resources