What trainings are used for
At the time of launch, trainings in UpKeep Learn are used to track requirements completed outside the platform—such as classroom sessions, third-party online courses, OSHA certifications, and in-person qualifications.
Add a training
Go to Trainings
Click New Training
Fill in the training details:
Name: The training title
Description: Provide a brief overview of the training content and objectives.
Link or attachment: External resources or materials
Reference code: Enter any relevant regulatory or compliance standard associated with the training.
Retrain interval: How often the training must be renewed (e.g., annually)
Status: Set the current state of the training
Category: For organization
Tags: For organization and filtering
Click Save
Assign a training
Once a training is created, assign it to the appropriate users. You can assign by:
Specific users: Select individuals by name
Role: Assign to all Admins, Managers, or Learners
Site: Assign to a specific location
Department: Assign to a specific team
Each assignment automatically creates a compliance record for every assigned user, which appears in the compliance dashboard.
Retraining intervals
For recurring trainings (e.g., annual certifications or quarterly requirements), set a retrain interval during creation.
UpKeep Learn will automatically generate a new assignment when the training is due again, helping you maintain ongoing compliance.