Who needs which training, who has it, what is expiring – and what renewals will cost
Secure checkout. Your file is ready in your client portal as soon as payment clears.
Inspectors, insurers and clients all expect you to show that staff have the training their job requires and that it is in date. This tracker sets out the courses each role needs, records every course completed, and builds a matrix of everyone against every course showing green for in date, amber for expiring soon and red for missing or expired. The dashboard lists the next certificates to expire so you can book refreshers in time.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Every course completed, with the expiry date worked out. What you do: one row per course attended.
Step 2
Everyone against every course – green, amber or red. What you do: nothing to enter.
Step 3
The courses each role needs. What you do: tick the courses for each role.
Step 4
Who it is for
Quick start
Your file is only released to your client portal once payment has cleared.
You are taken to our secure checkout.
Checkout takes a minute and you get a receipt by email.
Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.
We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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