Who is this article for?

Administrators responsible for training management.

Administrator role is required.

The Training module allows you to create, manage, and monitor training across their organization. Courses can be configured to align with compliance requirements, linked to calendar events, and automatically assigned to users.

The system also tracks completion status and sends automated notifications for upcoming or overdue training.

This article pulls together best practices and Help resources you need to effectively manage training.

1. Best practices

To get the most out of the module:

• Keep training codes consistent between the platform and your Learning Management System (LMS).
• Use the Compliance Calendar integration to automatically track recurring training.
• Review expired trainings monthly to maintain workforce compliance.
• Encourage QR code scanning for field or classroom sessions to simplify recordkeeping.

2. Resources

2.1. Courses

• Creating a training course
• Managing a training course

2.2. Training records

• Accessing training records
• Adding a training record
• Exporting training records