Create a Training Register

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

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.

Examples:

SiteSafe Passports
First Aid Certificates
Health & Safety Courses
Monitoring the progress of different Health & Safety levels your team is on

If you'd like to learn how to add a Certificate/Permit to a User click here

Note: You can then set up User Notifications 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 a 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 on 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
- Go to Team & Users
- 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