- Open Training matrix. Each row is a member of staff and each column a course, showing when it expires.
- Click a cell to record the date someone completed that training. The expiry date is worked out for you.
- Use the filters to see Overdue or Expiring training, or switch between Staff and Training type views.
Your own courses
Click ⚙ Manage types to add, rename or remove courses, and choose whether each is mandatory, additional, client-specific or one-off. How long each course lasts is set in Settings → Training.
Certificates
Click a cell and use Certificates to add one or more certificates for that course — choose the files or drag them in. They're saved straight away, and you can view or remove them from the same place. If a course is renamed, its certificates move with it.
⬇ Download gives you the matrix as a spreadsheet — useful for inspectors and commissioners.
Still stuck? Contact support or speak to your customer manager.