Description
See it in action
Keep every mandatory course and certification up to date. List your courses with how long they stay valid and who must complete them, then enter the date each person completed each one. The tracker colour-codes every record, lists renewals due soonest-first and shows compliance by course and department.
What it does
- Training records grid – 150 employees × 20 courses, colour-coded valid, expiring, expired, missing or not required
- Automatic expiry dates – calculated from each course’s validity period, with a warning window you choose
- Renewals list – expired and soon-to-expire training sorted soonest first, ready for booking refreshers
- Compliance dashboard – overall compliance %, counts and compliance by course
- Department filter – see one team’s compliance in a click
- Flexible rules – required for everyone, one department, or optional
- Protected formulas – calculations are locked and hidden so nothing breaks by accident
Who it’s for
HR, health & safety, compliance and training managers, and small business owners who need to prove staff are trained and certified.
What’s included
- 1 Excel workbook (.xlsx): How to Use, Dashboard, Training Records, Renewals, Courses and Settings
- Built-in How to Use guide and sample data you can clear in one step
Requirements
Microsoft Excel 2010 or later, including Excel 2019, 2021 and Microsoft 365 (Windows or Mac). Not designed for Google Sheets.
This is a digital download. No physical item will be shipped. Your file is available to download immediately after purchase.
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