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].
Every Staff Record has a Training Record on its profile: one place to see everything that person needs to do, has completed, and has in progress. Use it to check where one person stands, or to pull their record for your verification visit.
Open someone's training record
Go to Staff & Users
Click the person to open their profile
Open the Training Record tab along the bottom of their profile
Read the Training Overview
The Training Overview at the top of the tab gives a quick summary. Click it to collapse it.
A count of Expired/Overdue, Expiring soon and To do items
Their overall Work Ready Score
How many of their Requirements are Critical and how many are Required
Click any Requirement under Critical or Required to open the same detail panel as the Register, with its Activities, Assignment type, expiry date and audit log.
Check required and optional training
Required training and Optional training each list the person's Requirements in a table, with columns for Requirement, Reporting Category, due or expiry date, status, completed date, result, competency, source, valid-until date and proof.
Hover over Source to see how a Requirement was assigned, for example through the Line Cook Job Role.
View additional records
Additional records shows anything completed that isn't linked to a Requirement, such as a resource reviewed, a quiz passed or a form completed outside Training. This section appears whether or not your plan includes Training.
Use the view mode filter at the top right of this section to switch between All activity and Grouped by type
Click any row to open it. For example, clicking a quiz opens the completed form
Filter the training record
Use the search bar to search by name or keyword
Use the date filter to choose All time, Last 30, 60 or 90 days, Last 6 months, a year, or a Custom date range
Use the data set filter to switch between Requires attention, Required training, Optional training and Additional records
Use More filters to narrow by status, Reporting Category or Assignment type
Turn on Include corrective actions in the training task table to show Corrective Actions in Additional records (off by default)
Export the training record as a PDF
Any filters you've applied carry over into the export.
Click Export training record (PDF) at the top of the tab
Export the training record to Excel
Click the three-dot menu next to Export training record (PDF)
Select Export training record (Excel)
The PDF includes a link on each Requirement that opens it in Safe Food Pro. The Excel file includes a header block showing the staff member, who exported it, when, and any active filters.
Note: The links in the PDF only work fully for someone with an Admin Console login, such as your External Verifier.
Send someone their training link
Open the person's Training Record
Click the three-dot menu
Select Email training link or Copy training link
This needs External Requests turned on and an email address on their Staff Record. See Sending training through the External Portal.