Creating a Training Record
To create a new training requirement:1
Navigate to Settings → 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
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
Tracking Completion
Each training record shows a summary at the top:Total Assigned
Total number of staff assigned to this training.
Pending
Staff who have been assigned but not yet completed.
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 (…) to mark them complete.If Restricted Completion is enabled on the training, only authorized users can do this.
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.