For: Admins and Managers
Note: Training Management is part of the Training Management Module. It's included in some plans and available as an add-on on others. To activate it, contact your Customer Success Manager or [email protected].
The Register gives you a person-by-person view of training: one row per person and one column per Requirement, so you can see exactly where each member of your team stands before your verification visit.
Read the training register
Each cell shows that person's status for that Requirement:
Complete: a tick
Overdue: a cross
Not started: yellow
Pending approval: purple
Not applicable: blank, because the Requirement doesn't apply to this person
The filters show more detailed statuses than the grid, including In progress, Pending assessment, Expiring and Expired.
View a Requirement's details
Click a Requirement's column header to open its detail panel
Use the three-dot menu to Edit, Duplicate or Assign more people
Note: Archiving a Requirement can't be undone. To bring it back, Duplicate the archived Requirement, which creates a new copy with the same Activities and Assignments.
View one person's progress on a Requirement
Click the cell where the person and the Requirement meet
This shows the Requirement's status, expiry and completion dates, and which Activities were done. It's read-only. To mark someone complete, they need to complete the Activity themselves, or a Tablet Manager, Manager or Admin can complete it on their behalf. See Managing your team's training from the tablet.
Filter and search the training register
Use the search bar to search rows and columns, Requirement names only, or assignee names only
Use the Status filter for Not started, Overdue, In progress, Pending approval, Pending assessment, Completed, Expiring or Expired
Filter by Reporting category (categories set at group level show a small dot)
Use More filters for Assignment type, Job Role, User Group, expiry date, completed date or completion reason
Use the view options on the right to switch between Compliance status, Validity view, Competency level and Full records
Click Clear all to reset every filter
Understand completion reasons
Some completions show a reason, visible in the Completion reason filter, the Full records view, and a person's Requirement pop-up:
Excused from completion: the person was already assigned when the Requirement was created, and auto-exempt was turned on.
On their behalf: a Tablet Manager, Manager or Admin completed it for them, from the Register, the person's training record or the tablet.
From an imported record: the person already had matching evidence (a completed form, resource or approved certificate) from before the Requirement was created, or it came in through a bulk import.
Export the training register
Open the three-dot menu
Select Download as Excel
The file includes a header block (business name, view, who exported it and when, and active filters), the full person-by-Requirement grid, and a completion percentage for each Requirement.
Note: Print as PDF isn't available for the Register yet. You can export one person's training record to PDF instead.