The Work Under Direction Bundle provides RTOs with practical, editable documents to support the approval, management, monitoring and recording of arrangements where a person works under the direction of an appropriately credentialled trainer or assessor.

Aligned with 2025 Standards for Registered Training Organisations Outcome Standards 3.2 and 3.3 and the Credential Policy, the bundle supports RTOs to:

• establish clear requirements for work under direction arrangements
• confirm the credential requirements of the Person Working Under Direction and the Trainer/Assessor Providing Direction
• define the scope, limitations, communication and oversight arrangements
• document the authorised training and assessment activities
• maintain records of observations, feedback and review activities.

File format

The bundle is provided as fully editable Microsoft Word and Microsoft Excel documents that can be customised to suit your RTO’s branding, organisational structure and operational requirements.

Included resources

• Work Under Direction Agreement
• Work Under Direction Policy and Procedure
• Work Under Direction Register