> ## Documentation Index
> Fetch the complete documentation index at: https://help.kibu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Training Records

<Frame caption="Training Records in Kibu give administrators a complete view of completion status, expiration dates, and outstanding assignments across all staff.">
  <img src="https://mintcdn.com/kibu/hbYODml4kXu0qb46/images/CleanShot-2026-07-09-at-12.36.53@2x.png?fit=max&auto=format&n=hbYODml4kXu0qb46&q=85&s=cff968e3f40f94c3ac6d88d583fea7b8" alt="Clean Shot 2026 07 09 At 12 36 53@2x" width="3108" height="1738" data-path="images/CleanShot-2026-07-09-at-12.36.53@2x.png" />
</Frame>

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.

## Creating a Training Record

To create a new training requirement:

<Steps>
  <Step title="Navigate to Settings → Training Records" />

  <Step title="Click to add a new training" />

  <Step title="Enter a Title (e.g., CPR Certification) and optional Description" />

  <Step title="Configure the Behavior: choose one or more of the following">
    <Columns cols={3}>
      <Card title="Remind" icon="bell">
        Reminds staff on service records when the training is expired or incomplete.
      </Card>

      <Card title="Block Service Records" icon="cancel">
        Prevents staff from signing service records when expired.
      </Card>

      <Card title="Block MAR" icon="lock">
        Prevents staff from making MAR entries when expired.
      </Card>
    </Columns>
  </Step>

  <Step title="Set an Expiration Period">
    The number of days after completion before the training expires. Leave blank if the training does not expire.
  </Step>

  <Step title="Optionally enable Restricted Completion">
    When on, only authorized users can mark staff as complete.
  </Step>

  <Step title="Attach any Links or Files you want staff to see when reviewing the training" />

  <Step title="Click Create Training" />
</Steps>

<Frame caption="The training creation form in Settings → Training Records, showing behavior configuration and expiration options.">
  <img src="https://mintcdn.com/kibu/hbYODml4kXu0qb46/images/CleanShot-2026-07-09-at-12.38.07@2x.png?fit=max&auto=format&n=hbYODml4kXu0qb46&q=85&s=c1abc25751d47a0a147b683d582dbccc" alt="Clean Shot 2026 07 09 At 12 38 07@2x" width="3096" height="1726" data-path="images/CleanShot-2026-07-09-at-12.38.07@2x.png" />
</Frame>

## 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.

<Steps>
  <Step title="Open the training record" />

  <Step title="Click Assign Staff in the top right" />

  <Step title="Search for and select individual admins, staff, or entire groups" />

  <Step title="Click Done" />
</Steps>

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.

<Frame caption="The Assign Staff dialog lets administrators search for individuals or select entire groups to assign at once.">
  <img src="https://mintcdn.com/kibu/hbYODml4kXu0qb46/images/CleanShot-2026-07-09-at-12.41.14@2x.png?fit=max&auto=format&n=hbYODml4kXu0qb46&q=85&s=63aaaec1a6bda29266d7cd1c3086764d" alt="Clean Shot 2026 07 09 At 12 41 14@2x" width="3102" height="1732" data-path="images/CleanShot-2026-07-09-at-12.41.14@2x.png" />
</Frame>

## Tracking Completion

Each training record shows a summary at the top:

<Columns cols={4}>
  <Card title="Total Assigned" icon="users">
    Total number of staff assigned to this training.
  </Card>

  <Card title="Complete" type="check" icon="circle-check">
    Staff who have finished.
  </Card>

  <Card title="Pending" icon="clock">
    Staff who have been assigned but not yet completed.
  </Card>

  <Card title="Past Due" type="warning" icon="hourglass">
    Staff whose training has expired.
  </Card>
</Columns>

You can search by staff name and use **Show History** to view past completions.

<Frame caption="The training record summary bar shows Total Assigned, Complete, Pending, and Past Due counts at a glance.">
  <img src="https://mintcdn.com/kibu/hbYODml4kXu0qb46/images/CleanShot-2026-07-09-at-12.43.02@2x.png?fit=max&auto=format&n=hbYODml4kXu0qb46&q=85&s=400ce46ae6eb04328ad385197e80f4c8" alt="Clean Shot 2026 07 09 At 12 43 02@2x" width="3108" height="1736" data-path="images/CleanShot-2026-07-09-at-12.43.02@2x.png" />
</Frame>

## 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.

<Note>
  If **Restricted Completion** is enabled on the training, only authorized users can do this.
</Note>

## 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.

<Frame caption="The Download button inside a training record exports a spreadsheet with names, statuses, timestamps, and expiration dates.">
  <img src="https://mintcdn.com/kibu/hbYODml4kXu0qb46/images/CleanShot-2026-07-09-at-12.44.04@2x.png?fit=max&auto=format&n=hbYODml4kXu0qb46&q=85&s=4562a06ee34a623e2b93547e4752ecf5" alt="Clean Shot 2026 07 09 At 12 44 04@2x" width="3104" height="1732" data-path="images/CleanShot-2026-07-09-at-12.44.04@2x.png" />
</Frame>
