For rail and energy staffing

Competence on paper, for every person

In rail, ROGS expects an accurate, up-to-date written record of competence and fitness for safety critical work, referencing the criteria used. Offshore, a client wants survival and medical dates before anything else.

The details sit in certificates, Sentinel prints and assessment records, and they go out of date one by one.

How it works

1. 1

   Set up your formats once

   Start from a template below, or upload your own form or the one your client issues. Formatix builds a template that keeps its layout, and you check a filled sample.

2. 2

   Send in the documents

   The CV with certificates, Sentinel prints and assessment records, by upload, by email to [email protected], from JobAdder, Salesforce or HubSpot, or from inside ChatGPT or Claude.

3. 3

   Check and send

   Each document opens beside the originals for checking. Chase what is on the Still needed list, then download it in Word, Excel or PDF.

Formatix copies what the documents say. It does not assess anyone, it does not run Sentinel checks, and it never treats one certificate as equivalent to another.

Templates to start from

Each one is rebuilt in your brand. Or upload your own format, or the one your client sends you, and Formatix builds the template from it.

• WordSafety critical work competency recordThe written record of a person's competence and fitness for safety critical work, in the terms of regulation 24 of the Railways and Other Guided Transport Systems (Safety) Regulations 2006: tasks, criteria, assessor, fitness outcome, monitoring arrangements, reviews and who has seen the record. Not an official form.
• WordOffshore worker profileThe profile a staffing agency sends an offshore oil, gas or wind client: survival certificate and expiry, offshore medical and expiry, rotation, mobilisation point, certificates and offshore experience. Certificates are copied as stated and never treated as equivalent. Not an official form.
• ExcelOffshore competency and certificate matrixAn Excel matrix of the workers on an offshore or energy project, one row each: survival certificate, medical, competence and other tickets with expiries. A date turns red once it has passed and amber within 90 days of the as-at date, only where a full date was given, with live counts at the top. Not an official form.
• WordRail operative profile (PTS / Sentinel)The profile a rail labour agency sends a rail contractor with a track operative: Sentinel number and Primary Sponsor, rail medical and the last drug and alcohol screening as stated, availability, base and shifts, the competences on their Sentinel profile (PTS AC, PTS DCCR, COSS, Lookout and others) with expiry, rail experience and other cards and tickets. Expiries are copied, never worked out; a lapsed competence is marked. Not an official form.
• ExcelOperative competency and card expiry matrixAn Excel matrix of the operatives on a client site or framework, one row each: CSCS card type, number and expiry, CPCS or NPORS plant card with categories, SMSTS or SSSTS, other tickets, and for rail work the Sentinel number, PTS and medical expiry and the date of the last drug and alcohol test. An expiry turns red once it has passed and amber within 90 days of the as-at date, only where a full date was given, with live counts at the top. Not an official form.
• WordRight to work check recordA record of one right to work check, laid out on the Home Office employer's guide (updated 1 October 2026): manual document check, Home Office online check with a share code, a digital verification service provider, or the Employer Checking Service. It records who did the check and how, the steps taken, the outcome, any follow-up date and the date the check was made. Nothing is assumed from a CV or nationality. Not an official form and does not give legal advice.

Frequently asked questions

Are these official forms?

No. They are Formatix templates and say so in their footers. If your client issues its own form, upload it and Formatix builds the template from that.

Does a course certificate count as an assessment?

Not on the competency record. The assessor field fills only where your documents name an assessor.

Does Formatix know what a duty holder requires?

No. It shows what the worker holds. What an asset requires is for the duty holder to say.

Where are the documents kept?

Formatix is UK-hosted on AWS London. Team owners can set records to delete automatically after 30, 60, 90 or 365 days, records can be deleted at any time, and documents are never used to train AI models.

Does it work with our ATS?

JobAdder, Salesforce, HubSpot and Ezekia have native connectors on every plan, including the free trial. Any other ATS or CRM works by email: send the documents to [email protected] and the filled document comes back by reply.

Related pages

• Construction and infrastructureOperative profiles, pre-start checklists and card expiry matrices.
• Bulk CV formattingA whole team's documents in one batch.
• IntegrationsJobAdder, Salesforce, HubSpot and Ezekia, and email for any other system.
• SecurityHow documents are handled and where they are kept.