ES&H Manual



4100 Appendix T1

ES&H Training Course Development Procedure



1.0             Purpose

This procedure describes how to request, designate an owner, produce, review/approve, activate, and deactivate an environmental, safety, and health (ES&H) training course. 

2.0             Scope

This procedure applies to any training related to ES&H.

This appendix is written in coordination with ES&H Manual Chapter 4100 Training Program. All relevant content within the chapter applies to the process steps outlined in this appendix.

3.0             Responsibilities

NOTE:  Management authority may be delegated to a task qualified Jefferson Lab employee at the discretion of the responsible manager.

3.1              Anyone at Jefferson Lab

·         Identify a need for training /skill.

3.2              Subject Matter Expert (SME) – Course Owner

·         Upon request, determine whether an ES&H training course is required to teach a skill. If a course does not exist, propose a new course to the AD-ES&H.

·         Work with Human Resources-Training and Performance Office (HR-TPO) to produce a course.

·         Perform a Beta Test Course Review prior to approval if possible.

·         Periodically review all owned courses.

·         Update courses to ensure compliance with requirements.

·         Deactivate a course when it is no longer relevant to laboratory requirements.

3.3              Associate Director – ES&H (AD-ES&H)

·         Authorize training course production and designate the Course Owner.

·         Review and approve ES&H lesson plans and training courses, if acceptable.

3.4              Human Resources – Training and Performance Office (HR-TPO)

·         Assist Course Owner with producing a deployable course.

·         Activate a course, including assigning the course a number.

·         Deactivate and archive courses as appropriate.

4.0             Process Steps

4.1              Identify Required Training

Step 1.             Anyone may submit a request for ES&H training to the appropriate Hazard Issue SME.

Step 2.             SME determines:



A lab-wide training course already exists.

Inform requestor and provide the course number.

Off-site job-specific training is appropriate

Provide recommendation(s) for qualifying course following the Job Related Training process.

Event Specific (one time only) session is warranted

Continue to Step 3.

A lab-wide training course is required

Continue to Step 3.

Step 3.             SME submits course request to the AD-ES&H, citing justification and skill(s) the course is required to teach.

4.2              Course Authorization and Owner Designation

Step 1.             AD-ES&H authorizes training course production:




Assign a Course Owner – typically the SME

Not Authorized

Provide feedback to the requestor with an explanation.

4.3              Course Production

Course Owner and HR-TPO perform the following steps:

Step 1.             Develop a viable lesson plan and submit to AD-ES&H for approval; include:

·         Required pre-requisite training

·         Target audience

·         Re-qualification period

·         Identification of learning objectives/skills

·         Course outline

·         Method to verify objectives are met/skills are attained

Step 2.             Develop a Job Task Analysis (JTA) question to add to the system.

Step 3.             Develop training material meeting the criteria established in the lesson plan. 

Step 4.             Submit training material (at least a script or outline) to the HR-TPO, which will return a deployable course including (if appropriate) narration, animation, completion tracking link, and skill code(s).

4.4              Course Review/Approval

The Course Owner performs the following process steps.

Step 1.             Conduct a “Beta-Test” of the course. Include a Division Safety Officer, SME, affected supervisor, and staff member.

Step 2.             Provide an ES&H Training Course Evaluation to “Beta-Test” participants, if appropriate.

Step 3.             Revise training content based upon feedback from “Beta-Test” participants in concert with HR-TPO. If there are extensive revisions, another “Beta-Test” could be required. 

Step 4.             Obtain approval from AD-ES&H to activate course.

Step 5.             Inform HR-TPO that the course has been approved.

4.5              Course Activation

Upon course approval, HR-TPO performs the following process steps:

Step 1.             Enter the course and the skill(s) it teaches into the Learning Management System (LMS). 

Step 2.             Update the JTA (or otherwise notify targeted individuals that the course is required).

Step 3.             Credit beta test participants.

Step 4.             Determine course review date.

Step 5.             Publish/activate the course and notify the Course Owner.

4.6              Periodic Review

Prior to the designated review date, the Course Owner reviews the material and content to determine if updates are required. 



No updates required

Notify (email is sufficient) the AD-ES&H and HR-TPO that the course has been reviewed and no changes are necessary.

Updates required

Go to “Update a Course.”

4.7              Update a Course

NOTE: Minor edits (e.g., grammar, punctuation, picture swapping, etc.) may be submitted directly to HR-TPO. 

The Course Owner performs the following process steps:

Step 1.             Review the course program and original lesson plan.

Step 2.             Denote additions, deletions, or other edits to ensure compliance with requirements. 

Step 3.             Submit edits for lesson plan and course to HR-TPO.

NOTE: HR-TPO evaluates requested revisions to ensure course objectives continue to be met, test criteria remains adequate, and for other requirements per department procedures; revisions are incorporated as appropriate. 


Depending on the extent of the revisions, another beta test may be recommended.  See Section 4.5 Course Review/Approval.

4.8              Deactivate a Course

If a training course is no longer required, the Course Owner performs the following process steps:

Step 1.             Citing justification, submit a request to “Deactivate Course” to the AD-ES&H. 

Step 2.             Upon concurrence from the AD-ES&H, submit the request to HR-TPO.

Step 3.             Ensure HR-TPO deactivates and archives the course.

5.0             Flowchart

Training Course Development Process



6.0             Revision Summary


Revision 2.1 – 11/15/17 – Updated to include a link to the ISD process per CATS #MOA-2017-16-03-01

Revision 2.0 – 11/14/13 – Updated to reflect current laboratory operations; updated TPOC from B.Ullman to M.Logue per M.Logue

Revision 1.0 – 10/04/13 – Periodic Review; no substantive changes per B.Ullman












ES&H Division

Steven Hoey





This document is controlled as an on line file.  It may be printed but the print copy is not a controlled document.  It is the user’s responsibility to ensure that the document is the same revision as the current on line file.  This copy was printed on 2/25/2020.