Training & Compliance
Training & Compliance
Track certifications, expiration dates, and renewal training across your workforce.
Certifications
Per-User Cert Library
Each user maintains a list of certifications: applicator license, CDL, OSHA 10, EPA Cat 7B — whatever your industry requires.
Issued / Expires Dates
Track issuing authority, certificate number, issue date, and expiration date for each cert.
Document Attachment
Scanned certificates, course completion forms, and exam results attach to the cert record for audit retrieval.
Cert Tag Auto-Numbering
Internal tracking number CRT-XXXXXX assigned to every cert record for cross-document reference.
Renewal & Alerts
90/60/30 Day Expiration Alerts
Configurable alert windows (90 days, 60 days, 30 days, expired) fire automatically per cert per user.
Manager Notification
Direct managers receive a digest of their team's expiring certs so they can schedule renewals.
Auto-Suspend Out-of-Compliance Users
Optional setting: when a required cert expires, the user's ability to dispatch is automatically suspended.
Training Events
Course Catalog
Define the courses your business offers, with duration, prerequisites, and the certs each course awards.
Class Scheduling
Schedule training events by date, location, instructor, and capacity. Users register against the event.
Attendance & Completion
Mark attendance per user. Successful completion automatically writes the corresponding cert record with the issued date.
Exam Score Tracking
Record exam scores against course completion, with pass/fail logic per course.
Compliance Reporting
Compliance Dashboard
See current compliance percentage by branch, by team, and by cert type. Drill into who is non-compliant.
Audit-Ready Cert Roster
fn_report_compliance() exports a full per-user cert listing with issue/expiration for inspector or auditor requests.
Retention Period
Configurable retention setting keeps expired cert records for 7 years (or your industry default) for audit history.