Training Records
Training Records helps office managers track required courses, employee completions, renewal dates, scores, and instructors for safety and compliance programs.
When to use this
Use Training Records when your team needs a shared place to answer questions like:
- Which safety, equipment, OSHA, EPA, or company-policy courses are required?
- Who has completed each course?
- Which certifications or training records are about to expire?
- What score, instructor, or notes were recorded for a completion?
- Which team members were trained this month?
It is especially useful for field-service companies where compliance training, equipment authorization, and recurring certification renewals affect who can be assigned to certain jobs.
Before you start
- Make sure Team is available in your account. Training completions can be tied to team members.
- Open Settings → Features and enable Training Records.
- Decide which courses should be tracked first, such as OSHA 10, EPA 608, confined-space refreshers, fall protection, or equipment operation.
- Decide who can add courses and who can log or edit completions.
- Gather any renewal dates, scores, instructors, or certificate notes you want captured during rollout.
Review the training dashboard
Open Training Records from the main navigation after the plugin is enabled. The page shows summary cards for:
- Total Courses
- Active Courses
- Completions This Month
- Members Trained
- Expiring Soon
Use these cards as a quick office check before dispatching work that requires active certifications or recent safety refreshers.
Manage the course catalog
Use the course catalog for the training your company wants to track.
- Open Training Records.
- Stay on the course catalog tab.
- Add or edit the course title.
- Choose the course category.
- Add an optional description, expected duration, and whether the course is required.
- Keep active courses enabled so they appear in daily training workflows.
Examples of courses you might track include OSHA 10-Hour Construction Safety, EPA 608 Universal Certification, equipment-specific training, and recurring safety refreshers.
Log a completion
Use the completion log when an employee finishes a course, refresher, or certification.
- Open Training Records.
- Click Log Completion.
- Enter the Course Name.
- Enter the Team Member Name.
- Set the completion date.
- Add an expiration date if the training must be renewed.
- Add the score, pass/fail status, instructor, or notes when those details matter.
- Save the completion.
- Open the Completion Log tab to confirm the record appears.
Completion records can be edited later if a name, date, score, expiration, or note was entered incorrectly.
Watch renewals
Use the Expiring Soon summary and completion dates to keep renewals from surprising the office.
- Add expiration dates for certifications that must be renewed.
- Review expiring records before assigning specialized work.
- Keep notes clear enough that another manager can understand what documentation was checked.
- Update the completion after a renewal course is finished instead of relying on memory or a paper certificate alone.
Tips
- Start with the handful of courses that affect dispatch eligibility or legal compliance.
- Use consistent course names so completion history stays easy to search.
- Record the instructor or certifying organization when it may be needed during an audit.
- Review expiring training during weekly scheduling, not after a technician is already assigned.
Troubleshooting
A completion is missing from the log
Check the search or filter state on the completion log, then confirm the record was saved with the correct course name and team member name.
A course should no longer be used
Edit the course and mark it inactive rather than deleting useful history. This keeps old completion records understandable while preventing the course from being used for new tracking.
Expiring counts look wrong
Confirm each completion has the correct expiration date. Records without an expiration date will not behave like renewable certifications.