Create a Training Register

You can view and access staff training records from both the Reports page and Team page 


In this Article

There are two different ways to record training in Site App Pro. 

  • Option 1: Adding Training Records as Certifications/Permits
  • Option 2: Completing forms to Record training 

Let's dive into how each option would work.... 


Training Records as Certificates/Permits

If you have training records that are currently external to Site App Pro, you can add these as Certificates/Permits. These are a type of Resource that can be uploaded to the Users profile and can be used to monitor the expiry date of the records. 

To add a Certificate/Permit to a User

  1. Go to Team & Users
  2. Click the pencil icon next to an existing user 
  3. Go to Resources
  4. Click the orange plus button 
  5. Click the page icon 
  6. Change where it says Documents to Certificates/Permits
  7. Add in the relevant Certificate and set the Expiry - it is optional to upload a file with this too 

Examples: 

  • SiteSafe Passports 
  • First Aid Certificates 
  • Health & Safety Courses 
  • Monitoring the progress of different Health & Safety levels your team is on 
Note: You can then set up User Notification's so you can get alerted 15 Days before your record expires

Completing Forms to record Training

You'll be provided with some default training forms when you start your account. These forms are called:

  • Competency Register
  • Induction Checklist
  • On Site Induction

These forms are built to link up with your Staff Training Reports, as well as link to your Training History on the Team & Users page. 

Make your own Training Records

If you want to make your own training records then you can create a custom form. Make sure you select the form category 'Staff Training' to ensure it shows up in the Training History page. 


Viewing Training Records

You can view training in a few ways: 

  • Certificates and Permits | View on either the Dashboard or Resources page 
  • Completed Forms | View on the Form Reports or Completed Forms Page 
  • Training Summary | View on the Summary Reports Page 
  • Training History | View on the Users Profile     
    • Open the Team & Users Tab 
    • Click the pencil icon next to one of your Team or Users
    • Go to the Training History tab 
    • You'll be able to view any forms with the Form Type Staff Training (these are only the default SAP forms)
Note: This training history report contains Corrective Actions assigned to that User, Resources they've 'Completed' and any completed training forms in the Training Category

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