Help / For safety managers

Training and certificates

Who is trained, whose tickets are about to run out, and what is overdue, in one place, with reminders that go out on their own.

50 seconds. Captions are on.

Step by step

  1. Open Training. The Overview shows what is overdue and what expires in the next 30 days, with the people listed under Needs Attention.
  2. When a worker sends in a certificate, it appears under Pending Certification Submissions. Tap Review, check it against the card, then Approve & Verify, Request Correction or Reject.
  3. In the Training Bank, tap Add Training Item for each training or ticket your work needs. If it expires, tick Has expiry date and set the renewal period.
  4. In Assignments, tap Assign Training, choose the training and the person, and set a due date. They are told in the app and by email.
  5. Worker Records shows what each person holds and when it expires.

Good to know

Next: starting up a site.

Every how-to video in one place

Setting up a workspace, running an FLHA, reporting a hazard. Short videos, each answering one question.

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