From zero to audit-ready in an afternoon.
Follow these seven steps to set up your TrackTraining workspace. Most teams are operational within a single working session.
- 1~2 min
Create your organisation
Sign in and create your organisation. Add your name, branding and invite the first admin. Multi-org support means each business unit gets its own scoped workspace.
- 2~10 min
Add departments and employees
Set up departments, then add employees individually or by import. Each employee lives in a central directory with role, contact and supporting documents.
- 3~30 min
Capture training records
Log existing certifications and courses with issue and expiry dates, and attach scanned certificates. This becomes your audit baseline.
- 4~10 min
Define requirements
Specify which trainings and medicals are required for each role or department. The Training Matrix instantly shows who is compliant and who is not.
- 5~5 min
Plan sessions
Schedule group training sessions, then mark attendance to update everyone's records at once — no more updating rows in a spreadsheet.
- 6~2 min
Turn on notifications
Enable email alerts so the right people are notified before certifications expire. Configure thresholds (30 / 14 / 7 days) per training type.
- 7~1 min
Open the dashboard
Watch your live compliance score, expiring items and recent activity. Export reports for audits or management reviews.
You're set up.
Invite teammates, then let TrackTraining quietly chase expiries in the background.