📚 Managing Staff Training Records

Learn how to record optional training, manage mandatory training types, add training records with expiry reminders, and upload certificates for staff.

1. Open the Staff Member’s Profile

• Go to Directory → Staff from the left menu.

• Tap View Staff on the team member you want to update.

2. Open the Staff Training Tab

• In the staff profile, select the Staff Training tab.

3. Add Optional Training

• Under Additional Training, tap Add Another.

• Enter the Training Name, Completed Date, and Expiry Date.

• Set Certificate Uploaded to Yes or No.

• Tap Save.

4. Manage Mandatory Training Types (Service-wide)

• Tap Manage Training.

• To add a new mandatory type, tap Add Training, enter the name, and Save.

These types become available in the dropdown when adding records to staff.

5. Add a Mandatory Training Record (for this Staff Member)

• Back on the Staff Training tab, tap Add Another.

• Select the training name from your Mandatory Training list.

• Add Completed Date and Expiry Date.

• Set Certificate Uploaded to Yes/No.

• Tap Save.

A reminder is automatically added to the Important Dates Calendar for the expiry.

6. Upload the Certificate

• Open the Documents tab in the staff profile.

• Tap Add Another and upload the certificate from your files.

7. Check the Expiry Reminder

Best Practice Tips

• Use clear names for training types (e.g., First Aid – Paediatric, Food Safety – Level 2).

• Always add expiry dates to trigger reminders in Important Dates Calendar.

• Upload certificates in Documents and set Certificate Uploaded = Yes on the record for quick audits.

• Review Mandatory Training types quarterly to keep requirements current.

• Record optional training too — it helps evidence professional development.

And that’s it! You’ve recorded optional and mandatory training, uploaded certificates, and set automated expiry reminders for staff training in AcornCloud.