Training reports, certificates and automatic assignment

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Training reports, certificates and automatic assignment

Download training reports as CSV, approve or revoke certificates, and set rules that hand out training for you.

Reports

Open Training → Reports.

  1. Pick a report: Every assignment, By person, By course, Talk attendance, Certificates, Questions people miss, Safety training hours, or Read confirmations.
  2. The table shows up to 200 rows. A note appears if there are more.
  3. Tap Download as a spreadsheet (CSV). The file has all rows.

Overview and the To check list

Overview shows how everyone is doing: who is Not started, In progress, Completed, Failed, Due soon or Expired; courses people are not finishing; questions people miss most; how people rate the courses; toolbox talks in the last 30 days; and certificates waiting for approval or expiring in the next 60 days.

Certificates

  1. When a course issues a certificate that needs approval, it appears under Certificates waiting for approval.
  2. Tap Approve.
  3. To Revoke, say why. The record stays, and the public check page says the code is no longer valid.

Employees see a certificate with a link that anyone can use to check it.

Settings: rules and pause

  • Hand out training automatically: rules for When someone is hired and When someone’s role changes, limited to chosen roles, with days to finish and remind days before.
  • Assign the course again automatically before a certificate expires, with days to renew.
  • Tell managers about late training.
  • Let people join a points leaderboard and Badges for finished courses are options.
  • Pause all training reminders is the emergency stop. While paused, nothing is sent. Send due reminders now sends them.

Tips

  • A read confirmation is a record that the person tapped “I have read this”. It is not a legal signature, as the screen says.
  • Use the Safety training hours report when someone asks for proof of crew training.

If something goes wrong

  • “Nothing to show for this report yet.” No data fits that report.
  • Reminders did not go. Check whether they are paused.

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