Download a Training Reference Review Worksheet

A useful reference list should tell the next reader more than which titles you found. It should show which record you meant, where you checked it, what remains uncertain and what needs to happen next. The Training Reference Review Worksheet gives you a reusable place to keep that information.

Download the free two-page Training Reference Review Worksheet (PDF). Print it or type into its blank fields in a compatible PDF reader. Keep completed copies in your unit’s approved storage; ArmyTEO does not receive the information you write in the downloaded file.

This is an optional ArmyTEO organizing aid for administrative or classroom preparation. It is not an official Army form, an approved training plan or a substitute for the applicable T&EO and command guidance. It introduces no scoring rules.

Choose Save task on a catalog result, then open Saved tasks on the same browser. No account is needed to save task identifiers. Saving a record does not download its PDF or sync your list across devices.

Use page one to make the reference identifiable

Start with a small set of references you expect to discuss. Each of the three entries has space for the complete task or publication number, title, intended audience, document date or change, official source location and the date you checked it. Print another first page when you need more entries; keep your review label consistent across sheets.

Do not merge the document’s date with your review date. A reference may display an older publication date and a later incorporated change. “Checked October 8” describes your action; it does not make that document an October edition or establish that it is current.

The Army Training Management Directorate’s explanation of T&EOs and assessment describes task numbers, titles and the intended organization as important identifying information. If the organization, echelon or individual audience differs from what you need, a similar title alone does not resolve the mismatch.

For a closer look at source dates and changes, use Check the version. The worksheet records your findings; that guide explains the questions to ask.

Keep unresolved access and version questions visible

The access-result field is deliberately open. “Opened the official record; document not accessible with my current authorized access” is more informative than a check mark. Follow the source’s sign-in or permission process. Do not copy passwords, temporary access tokens or restricted content into the worksheet’s source field.

Consider a fictional administrative review of a public reference packet. Two files have the same title but different displayed dates. Record both dates and locations, explain the discrepancy and identify the role responsible for checking the official record. Do not silently discard a file or assume that whichever filename looks newer is the right reference.

An unresolved entry can still be useful: it tells the next reviewer what to investigate. Our access troubleshooting guide explains the difference between finding a record and opening its document.

Use page two as a supporting observation log

Page two provides two note spaces. Point each note to a reference entry and the applicable step or measure, then identify the date and iteration. Record the observation, permitted supporting evidence and limits of your knowledge. A separate attempt deserves a separate note.

The Army’s overview of TC 7-0.4 identifies performance measures and evaluation criteria as components of a T&EO. This worksheet helps keep your supporting observations connected to those criteria; it does not replace the required evaluation record or the commander’s assessment.

For example, “The displayed date differed from the exercise reference list; I did not observe how the file was selected” preserves both an observation and a limit. It does not establish motive or assign a rating. For a worked example and more detailed writing advice, read How to Write Useful T&EO Evaluation Notes.

Close the review with a next action

Use the handoff fields for the open question, responsible role and next review date. On a later visit, compare the new source information with what you recorded previously. Preserve the earlier finding when it explains why the reference changed. Use the AAR follow-up guide when the discussion needs to become a specific improvement at the next event.

You can find and revisit records in the ArmyTEO catalog. Saved tasks keeps catalog identifiers in that browser. It does not store this worksheet, sync your notes across devices, download PDFs or verify document currency.

Use the T&EO reading guide for the document’s structure and the pre-training review checklist for the broader preparation review. Keep personal evaluation records and controlled information out of public comments and catalog searches.

ArmyTEO is unofficial and is not affiliated with or endorsed by the U.S. Army or Department of Defense.