Compliance

Training & certifications

Keep a catalogue of required courses and certificates, record each person's completion with dates and evidence, and move records through Required, Booked, Current and Expired. AI drafts a summary of what a course covers.

Part of the Compliance you can keep on top of solution. Browse all modules.

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Record types

What you capture in Training & certifications, as it looks when you create a record.

New course / certificate

Workflows

Track your records through the following different statuses.

Training flowTraining record

  1. Required
  2. Booked
  3. Current
  4. Expired
  5. Archived

Course flowCourse / certificate

  1. Active
  2. Retired

See it in action

The views that come with Training & certifications, ready from day one.

Training record

Required2

TRAINING-RECORD-1

Record Name

Alex Morgan
Label

TRAINING-RECORD-6

Record Name

Sam Patel

Booked2

TRAINING-RECORD-2

Record Name

LabelLabel

TRAINING-RECORD-7

Record Name

Jo Rivera
Label

Current2

TRAINING-RECORD-3

Record Name

Jo Rivera

TRAINING-RECORD-8

Record Name

LabelLabel

Expired2

TRAINING-RECORD-4

Record Name

Taylor Kim
LabelLabel

TRAINING-RECORD-9

Record Name

Alex Morgan

Archived2

TRAINING-RECORD-5

Record Name

Label

TRAINING-RECORD-10

Record Name

Sam Patel
LabelLabel

Illustrative sample data.

Ask it in plain English

Work with Training & certifications from Claude, ChatGPT or OnFlow's built-in chat. Try prompts like these.

Claudevia OnFlow MCP

 

Reports

  • Training by status
  • Training by course

Automations included

AI course summary

Writes who a course is for, what it covers and the typical renewal into course-summary when a course is created. Skips the AI call when course-summary already has content. Changes no other field, status or record.

only if Details coursesummary is emptyonly if the previous stepreturned somethingTriggerRecord createdAgentAI course summaryActionwrite-summaryAI stepActionsave-summaryUpdate record

Make Training & certifications yours.

Start your free trial — this module is fully customizable from the moment you create it.

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