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Recording training

This page covers the day-to-day flow: logging a new certificate, attaching the proof, and renewing one when it lapses.

Add a training record​

You can start a new record from two places:

  • The Staff training dashboard at /safety/staff-training - click Add training record in the top right
  • An employee's detail page at /safety/staff-training/staff/:employeeKey - click Add cert (the employee is pre-filled)

Either route opens the same modal.

Fill in the form​

  1. Employee - pick an existing member of staff, or type a name in if they are not yet on file. If StaffBrik is installed, the picker is pre-populated with your active roster.
  2. Cert type - choose from your active Certificate types. Only active types appear here.
  3. Issued - the date the certificate was awarded. Defaults to today.
  4. Expires - the expiry date. As soon as you choose a cert type, SafetyBrik pre-fills this by adding the cert's renewal months to the issued date. You can override it if the cert has an unusual validity period. Leave it blank if the cert never expires.
  5. Certificate file - optional but recommended. Upload a PDF or a photo of the cert (application/pdf or any image). This is the artefact you will hand to an EHO if asked.
  6. Notes - free text. Useful for the awarding body, course provider, or any caveats.

Click Save and the record appears immediately on the dashboard, the employee detail page, and inside Prove It.

tip

Get into the habit of uploading the cert file at the same time you log the record. A logged date with no PDF behind it is harder to defend at inspection time than a record with the original certificate attached.

Renewing an expired cert​

When a cert expires, you do not edit the existing record. Instead, you log a fresh one for the same employee and same cert type:

  1. Open the employee's detail page
  2. Click Add cert
  3. Pick the cert type that has lapsed
  4. Set the new issued and expiry dates
  5. Upload the new cert file

The new record becomes the latest entry. The old, expired one stays on file for audit purposes - you can see every previous version under Show full history on the cert tile. SafetyBrik never throws away historical training data, which is the behaviour an EHO expects.

Required fields​

The form will not submit unless you have:

  • An employee name (typed or picked)
  • A cert type
  • An issued date

Everything else is optional, including the expiry date and certificate file. That said, omitting the expiry date means SafetyBrik cannot warn you when the cert lapses, and omitting the file means you have a record but no evidence behind it.

How records flow downstream​

Once saved, training records feed three other places in SafetyBrik:

  • The Staff training matrix updates the status cell for that employee and cert type
  • Prove It includes the latest cert per employee in its compliance snapshot
  • Reports can pull training data into the EHO Report Pack PDF

You do not need to do anything extra for this to happen - logging the record is enough.