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Set up and use Training Register

Add courses, link them to personnel via roles, upload evidence, add training certificates to your RAMS and never miss expired training

Michelle Kimbler avatar
Written by Michelle Kimbler
Updated over 2 years ago

Enabling the Training Register feature on your account gives you the ability to manage the training and qualifications of your workforce in HandsHQ, making sure no one goes to site with an expired certificate ever again. Record personnel’s training with expiry dates, attach evidence and the system will automatically notify you when training is about to expire.

If you're interested in this feature, contact your account manager, or just message us in the chat!

Training register is part of the Personnel tab - if switched on, your personnel section will look like this:

Before you get started: tidy up roles and personnel

Training requirements are assigned to personnel via their roles, so first make sure all personnel and roles are in order:

  • Do all personnel have the correct roles assigned to them?

  • Are there any duplicate roles or personnel that need to be deleted?

Add courses to the Course register

Once roles have been assigned to the right personnel, you can get started with adding courses and training requirements!

  • Click the Course register tab > Add new course

  • Type in the course name - some might already be in our library

  • If the course is required for a role, then assign the correct role(s) to that course

Any other additional courses that are not required but that your personnel might have can also be added - just don't assign it to any roles.

New: add a custom reminder notification schedule for courses

We recently released custom expiry reminders for courses to help you choose when you want to be notified about the upcoming expiry date of each course.

Previously, the first reminder that someone's training course is about to expire was firs sent 60 days in advance. Now, this can be customised for each course individually in the Course Register.

So if you need more or less than 60 days' notice, you can now change this! Just go to your Course register and update any existing courses if you want to be reminded earlier or later than 60 days in advance.


Upload evidence for each personnel

Once all personnel have the correct roles and courses assigned to them, the training requirements will automatically show on every personnel's profile. You can then upload all your evidence for each worker.

  • Navigate to the profile you want update in your personnel list

  • Under Actions, click ... > Record new training

  • Record training dates, add notes

  • Attach evidence (scans, photos or digital training certificates and cards)

You can now see the evidence at a glance, and the status indicator will now turn green for this course.


Project training status and training report

Never send someone to site without the correct training again!

When you add a personnel to a project in HandsHQ, the system will indicate if their required training is missing, expired, about to expire, or valid during the course of that project.

Once all personnel are added, you can also download the training report for that project which will show all courses and evidence for the workers on that project.

Attaching the training report to your project

Once all personnel have been added, you can choose to attach worker's certificates in your RAMS by adding the training report as a PDF attachment:

  • Download the training report for this project

  • Go to Documents > Upload PDF

  • Upload the training report

The trainings and certificates will come up at the end of your project RAMS now.

Notifications

Email: Both the person whose training is about to expire, and their line manager are notified via email once training is about to expire. Emails are sent out 30 days and 1 day in advance, and on the day the training has expired.

In-app: The status indicator within HandsHQ will also turn from green to amber 60 days before expiry, and then to red once expired (unless you have set custom expiry reminders to a different number than 60 days).

Training matrix

If you want to get a different overview of all your training, we now have the option to download a training matrix as a spreadsheet as well. This will include all your personnel's trainings, their expiry dates, and highlight what is missing.

If you want to know more, please contact us in the web chat below!

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