How to Manage Training Certificates

Overview

After assigning training disciplines to your staff, you need to record their individual training certificates and details. This includes uploading certificate files, entering certificate numbers, and setting expiry dates. The training profile table will automatically update as expiry dates approach, helping you stay on top of renewals.

Before managing certificates, make sure you've assigned training disciplines to your staff. See How to Assign Training Disciplines to Staff if you need to do this first.

Accessing Training Profiles

To access the training profile table:

1. Go to Main Menu → Training → Profiles

This table shows all staff members who have been assigned training disciplines.

Updating Training Records

To update a staff member's training record:

1. From the training profile table, click the Edit button in the Actions column for the staff member you want to update
2. Upload certificate files for each training requirement
3. Enter certificate numbers where applicable
4. Set expiry dates for each certificate
5. Save your changes

Automatic Status Updates

The training profile table uses a traffic light system in the Discipline Training column to show the status of each staff member's training:

• Green: All training is up to date
• Amber: One or more training certificates are coming up for renewal
• Red: One or more training requirements have passed or expired

This status updates automatically as expiry dates approach, giving you a quick visual overview of your team's training compliance.

Next Steps

Once you have training records set up, you can use filters and search to quickly find specific staff or view training by discipline. See How to View and Filter Training Profiles for more information.