How to Build a Training Tracker

Step-by-step guide

6 steps

1. 1

   List your training programmes

   Catalogue all training types: mandatory compliance training, role-specific skills training, and optional development courses. Each needs a name, duration, and recurrence period.

2. 2

   Build the tracker with Appaca

   Prompt Appaca with "Build a training tracker with employee training records, completion dates, and expiry alerts." Appaca builds the full system.

3. 3

   Set up employee training records

   Create a Training Record table that links employees to training modules with completion date, result, and certificate upload.

4. 4

   Add expiry and recurrence tracking

   For training that expires (like first aid or fire safety), add an expiry date field and a view that flags certificates due for renewal.

5. 5

   Create a completion dashboard

   Build a dashboard showing completion rates across the team, overdue training, and upcoming renewals. This is your compliance overview.

6. 6

   Enable self-enrolment

   Add a training catalogue view where employees can see available courses and self-enrol. Managers approve enrolments before they are confirmed.