Training

Deliver and document training

1. 1

   Set up categories, CE types, and requirements.

2. 2

   Create the event with category, instructor, location, and target roles; save it as a draft or publish it.

3. 3

   Record attendance, including outside attendees, in bulk.

4. 4

   Complete the event so hours and CE are awarded to attendees.

5. 5

   Approve member certificate uploads and, if enabled, self-logged training.

6. 6

   Review compliance and export department or individual records.

Module capabilities

• Training events with drafts, publishing to target roles, mandatory flags, outside instructors, and a training calendar
• Bulk attendance and outside attendees, with hours and CE awarded on completion
• Self-logged training (off by default) that officers approve or return, including in bulk
• Member certificate uploads with an optional approval workflow
• Categories and CE types
• Requirements with hour targets over annual, biennial, rolling, or one-time periods, filtered by role or certification
• Compliance table and analytics for hours delivered, members trained, and attendance rate
• Report builder with saved reports, individual records, and logged PDF/CSV exports

Before your department relies on it

1. 1

   Define categories and CE types before entering historical records.

2. 2

   Decide who may create events versus complete them.

3. 3

   Decide whether to turn on self-logged training and who approves it.

4. 4

   Assign requirements to the right roles or certifications.

5. 5

   Check the compliance view on a regular schedule; there are no automatic compliance reminders.

6. 6

   Test an individual record export before an audit.

Portal destinations

These destinations appear only when the module is enabled and your roles grant the required access.

Associated modules

Required modules must be enabled first. Related modules exchange data or extend the workflow when both are available.

Answers before you get stuck

Detailed Training guides