Training overview
Members, branch eligibility, bookings, completion, costs and certificates.
Training status
Upcoming training
Regions
Alerts
Members and representatives
Create the person first, set their branch region, then open their profile to assign eligible courses.
Member details
Training notes and requirements
Assigned training
Choose a course from this member’s branch
Training records
Applications, approvals, bookings, attendance, certificates, costs and cross-region overrides.
| Member | Course | Dates | Branch eligibility | Status / priority | Approvals | Certificate | Cost | Actions |
|---|
Training calendar
Assigned courses by date, member and status.
Course catalogue
Regional and National courses extracted from the supplied course folders.
Reports and controls
Regional totals, member progress, costs, certificate expiry and data-quality checks.
Training by member region
Completion by role
Costs by region
Certificate expiry
Cross-region overrides
Data-quality checks
Email and calendar invitations
Send a member their eligible course list, email an assigned course, and attach an Outlook/Google/Apple compatible calendar invitation.
Outgoing email settings
How it works
.eml files into the local outbox so the wording and calendar attachment can be checked without sending anything.- Add the member’s email address.
- Assign an exact course date.
- Use Email invitation or Download calendar from the member profile.
- When ready, replace the password template and switch Test mode off.
Calendar support: Outlook, Google Calendar, Apple Calendar and most phone calendar apps can open the attached .ics file.
Communication history
Backup and export
JSON is the master local database. A formatted XLSX mirror is regenerated after every save.