Training & Certificates

The Training & Certificates register tracks who holds which certification, in what role, and when it expires — one record per person-per-certificate.

A certification that's expired without anyone noticing is a compliance gap that usually only surfaces during an audit or, worse, after an incident. Tracking expiry explicitly, with a visible due-soon warning, turns a date buried in a filing cabinet into something the register itself surfaces before it becomes a problem.

Each record is a single person holding a single certificate in a given role, with an expiry date. There's no separate "renew" workflow — a renewal is recorded by creating a new record (or editing the expiry date on the existing one) rather than the system tracking renewal history automatically.

The list page shows every training record with an overdue/due-soon/on-track badge computed from its expiry date (the same pattern used for date-driven deadlines across the product, e.g. calibration due dates), filterable and sortable by person, expiry date, or when the record was created/updated.

• Person — required. Who holds the certification.
• Role — required. The role this certification is held for.
• Certificate — required. The name of the certification or training course.
• Expiry date — required. When this certification lapses.

Saving validates that all four fields are present before submitting.

There's no automatic notification when a certificate approaches or passes its expiry date in the current version of the product — the due-soon/overdue badge on the list page is the mechanism for surfacing it, which means someone needs to actually look at the register periodically. Training records aren't linked to OHS Appointments or other people-related registers by a shared field, even where the same person appears in both.

Does a training record affect anything else in the product automatically? No — it's a standalone record. Statutory competency requirements tied to a specific appointment are tracked separately in OHS Appointments.