Skip to main content
Clean Shot 2026 06 18 At 12 21 33@2x
Staff Training Records allow your organization to define and track required trainings for compliance. Administrators set up the trainings staff need to complete, and the system tracks who has completed each one.

ā€‹
Creating a Training Record

To create a new training requirement:
1

Navigate to Settings ā†’ Training Records

2

Click to add a new training

3

Enter a Title (e.g., CPR Certification) and optional Description

4

Configure the Behavior: choose one or more of the following

Remind

Reminds staff on service records when the training is expired or incomplete.

Block Service Records

Prevents staff from signing service records when expired.

Block MAR

Prevents staff from making MAR entries when expired.
5

Set an Expiration Period

The number of days after completion before the training expires. Leave blank if the training does not expire.
6

Optionally enable Restricted Completion

When on, only authorized users can mark staff as complete.
7

Attach any Links or Files you want staff to see when reviewing the training

8

Click Create Training

Clean Shot 2026 06 18 At 12 23 17@2x

ā€‹
Assigning Staff to a Training

Once a training is created, you need to assign it to the staff members who are required to complete it.
1

Open the training record

2

Click Assign Staff in the top right

3

Search for and select individual admins, staff, or entire groups

4

Click Done

Assigned staff will receive a notification to complete the training. Once assigned, each person appears in the training record with a status of Assigned, along with the timestamp of when they were assigned and their expiration date once completed.
Clean Shot 2026 06 18 At 12 26 43@2x

ā€‹
Tracking Completion

Each training record shows a summary at the top:

Total Assigned

Total number of staff assigned to this training.

Complete

Staff who have finished.

Pending

Staff who have been assigned but not yet completed.

Past Due

Staff whose training has expired.
You can search by staff name and use Show History to view past completions.
Clean Shot 2026 06 18 At 12 29 54@2x

ā€‹
Marking a Training as Complete

To mark a training as complete for a staff member, open the training record, find the staff member in the list, and use the actions menu (ā€¦) to mark them complete.
If Restricted Completion is enabled on the training, only authorized users can do this.

ā€‹
Downloading Training Records

Training completion data can be exported as an Excel spreadsheet. Click the Download button from within any training record to export the data for that specific training, including staff names, statuses, timestamps, and expiration dates.
Clean Shot 2026 06 18 At 12 31 13@2x