Managing Training Programs

The Training module lets you create training courses, enroll guards, and track completion rates to ensure your workforce is qualified and compliant.

Accessing Training

1. Navigate to Compliance > Training in the sidebar.
2. The page title reads "Training" with subtitle "Manage training programs and certifications."

Note: Training requires the `training_module` feature in your subscription plan.

Training Overview

Stats Cards

Four summary cards at the top:

• Active Courses (blue, BookOpen icon) — Number of currently active training modules.
• Total Guards Enrolled (green, Users icon) — Guards across all active courses.
• Certifications (orange, Award icon) — Certifications issued.
• Avg Completion (purple, CheckCircle icon) — Average completion rate across all courses.

Training Module Cards

Training modules display in a grid layout, each card showing:

• Icon badge — Visual identifier for the course.
• Title — Course name.
• Description — Brief overview (2-line maximum).
• Category badge — Categorized as:
  • Compliance — Regulatory requirements.
  • Safety — Health and safety training.
  • General — Other training topics.
• "Required" indicator — Shows if the course is mandatory.
• Duration (Clock icon) — Estimated time to complete.
• Enrolled (Users icon) — Number of guards enrolled.
• Completion Rate (%) — Percentage of enrolled guards who completed the course.
• Progress bar — Visual completion indicator.
• "View Details" button (Play icon) — Open the full module.

Creating a Training Module

1. Click the "Add Training" button (green, Plus icon).
2. Fill in the module details:
   • Title — Course name.
   • Description — What the training covers.
   • Category — Compliance, Safety, or General.
   • Duration — Estimated time in minutes.
   • Is Required — Toggle on if this training is mandatory for all guards.
3. Click Create.

Enrolling Guards

1. Open a training module (click View Details).
2. Go to the enrollment section.
3. Add guards individually or in bulk:
   • Individual — Search and select guards.
   • By Team — Enroll entire teams.
   • All Guards — Enroll every active guard.
4. Enrolled guards will see the training in their mobile app.

Tracking Progress

1. Open a training module.
2. View the enrollment list:
   • Guard name.
   • Enrollment date.
   • Completion status (Not Started, In Progress, Completed).
   • Completion date (if finished).
   • Score (if applicable).

Managing Certifications

When a guard completes a training module:

1. A certification record is created automatically.
2. View certifications in the guard's profile under Documents.
3. Set certification expiry dates to trigger renewal reminders.

Certification Tracking

• Navigate to Compliance > Compliance for a dashboard view.
• See:
  • Guards with active compliance.
  • Non-compliant guards.
  • Upcoming expirations.
  • Critical issues.

Training & Compliance Reports

1. Go to the Compliance dashboard.
2. View charts:
   • Compliance trend over time (line chart).
   • Status breakdown (area chart).
3. Export reports:
   • PDF Audit Reports — For regulatory submissions.
   • CSV — For spreadsheet analysis.
   • Training Certificates — Individual PDF certificates.

Tips & Best Practices

• Mark critical trainings as Required — Guards will be flagged as non-compliant until completed.
• Set realistic durations — Helps guards plan their time.
• Track expiry dates — Many certifications (First Aid, CPR, Security License) need annual renewal.
• Review completion rates monthly — Low completion may indicate scheduling issues or training quality problems.

Troubleshooting

Training module not appearing for guards

• Verify the guard is enrolled in the module.
• Check that the module is in Active status.
• Ask the guard to refresh their mobile app.

Can't access Training

• Requires the `training_module` subscription feature.
• Requires the `training.view` permission.

Completion rate seems wrong

• Rate is calculated as: completed guards / enrolled guards.
• Newly enrolled guards lower the percentage until they complete the training.

Related Articles

• Tracking Compliance and Certifications
• Creating and Editing Guard Profiles
• Managing Policies
• Using Compliance Checklists