Create a Training Register

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

In this Article

• Training Records as Certificates/Permits
• Completing forms to record Training
• Viewing Training Records

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 
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 

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)