Tutorial 5: Track Training Records

In this tutorial, you will add training records for a team member, understand how the training BRAG works, and see how the dashboard surfaces expiring certifications before they lapse.

Time required: 10 minutes
Prerequisite: Tutorial 4: Schedule an Inspection

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Background: Why track training?

Under the HSWA 2015, you must ensure workers have the necessary training, knowledge, and experience to do their work safely. This includes keeping records of completed training, first aid certifications, forklift licences, working at heights training, and any other role-specific qualifications.

SteadyOn provides a central register for all training records, with automatic expiry tracking so you are never caught out with a lapsed certification.

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Step 1: Open Training

1. Click Training in the left sidebar
2. You will see two tabs:
   • By Person — shows all training records grouped by team member
   • By Certification — shows records grouped by certification type

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Step 2: Add a training record

Let’s add a First Aid certification for a team member.

1. Click Add Record in the top right

2. Fill in the form:

   Person: Select a team member from the dropdown
   Certification: First Aid — select from the category list
   Description: St John First Aid Certificate Level 2 — or whatever the specific course was
   Completed Date: The date training was completed
   Expiry Date: Set to 2 years from the completion date — St John first aid certificates expire after 2 years
   Provider: St John (optional but useful for renewal)
   Notes: Covers CPR, AED, bandaging, and fracture management

3. Click Save

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Step 3: Understand training status

Each training record has a status that SteadyOn calculates automatically based on the expiry date:

Status	Meaning	BRAG
Current	Expiry date is in the future (beyond warning window)	🟢 Green
Expiring Soon	Expiry is within your warning window (default: 30 days)	🟠 Amber
Expired	Expiry date has passed	🔴 Red
No Expiry	Record has no expiry date — does not expire	🔵 Blue

SteadyOn refreshes these statuses automatically every day, so you never have to manually check dates.

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Step 4: Check the By Certification view

1. Click the By Certification tab
2. You can now see all team members who have first aid training, when it expires, and its current status

This view is useful for planning — you can see at a glance whether your required number of trained first aiders is current.

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Step 5: See training on the dashboard

1. Click Dashboard in the sidebar
2. In the Today’s Focus panel, any training records with Red or Amber BRAG will appear here
3. The Compliance Status section shows your overall training compliance score

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Step 6: Try the gaps view

SteadyOn can show you which team members are missing certain required certifications.

1. In the Training module, look for the Training Gaps link
2. This shows a matrix of people versus certification types, highlighting anyone who has a gap

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What you’ve accomplished

You have now completed all five tutorials. You know how to:

• ✅ Add training and certification records for team members
• ✅ Understand training status and BRAG
• ✅ Use the By Person and By Certification views
• ✅ See training compliance on the dashboard

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Where to go next

You have covered all the core modules. Explore the rest of the documentation:

• How-to Guides — Quick instructions for specific tasks
• Explanation: The BRAG System — Understand the traffic-light logic in depth
• Explanation: Roles and Permissions — Understand what each role can do
• Reference — Complete field reference for all modules