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From requirement to record, in four steps

  1. Step 1

    Confirm what applies

    Review the training requirements that apply to your company, with their sources, and approve the training plan. The owner signs it.

  2. Step 2

    Assign and renew

    New joiners and certificates nearing expiry propose training. Managers approve, defer or dismiss each proposal.

  3. Step 3

    Accept training done elsewhere

    Check a qualification earned outside, then link it to the requirement it meets, with its evidence attached.

  4. Step 4

    Prepare for inspection

    Preview what an inspection covers and where the gaps are, then download the inspection package.

Every employee and every requirement, in one register

  • Renewals show up before they lapse, inside the reminder window you set.
  • Training done elsewhere counts once it is checked, with its evidence attached.
  • Gaps are listed by name, never hidden inside a percentage.

Training matrix · Example Trading LLC

Illustrative sample — fictional company and employees
Training matrix · Example Trading LLC
EmployeeWorkplace inductionAnnual safety refresherData protectionFirst aid
AminaAccepted · outsideCurrentCurrentNot required
OmarCurrentRenew by 12 NovCurrentCurrent
MariamCurrentCurrentAwaiting approvalNot required
HassanCurrentCurrentCurrentExpired

Hassan’s first aid certificate has expired: replacement evidence is needed before the next inspection.

Ready when an inspector asks

See how inspection access works

Inspection package

Example Trading LLC · Q3 2026
  • Summary and indexScope, coverage and every gap, listedPDF
  • Training registerEach employee against each requirementCSV
  • Certificates and accepted evidenceThe documents behind every lineZIP

Incomplete: Hassan’s replacement first aid evidence is missing. The gap is listed in the index and the manifest.

Start with your training plan