What you’ll see on the Compliance Dashboard
Each row in the compliance dashboard represents a single training record (one user, one training). Records include:
Employee name
Training name
Site and department
Status — Assigned, Completed, Overdue, or Exempt
Due date and completion date
Filter the dashboard
Use filters to quickly find the data you need:
Employee name: Search for a specific person
Site: View records by location
Department: View records by team
Training: See completion status for a specific requirement
Status: Identify overdue or incomplete trainings
Mark a training as complete
At the time of launch, completions for external trainings must be marked manually.
To mark a single record complete:
Find the record in the dashboard
Click the record and select Mark Complete
Enter the completion date and any notes
Click Save
To mark multiple records complete:
Select users using the checkboxes
Choose the training
Select Completed and enter the date
Click Create Records
Bulk assign trainings
To assign a training to many users at once:
Go to Compliance → Import
Select Bulk Assign Trainings
Download the template, complete it, and upload
Import historical records
To include past training completions:
Go to Compliance → Import
Select Bulk Import History
Download the template, enter historical data, and upload
Before importing: Ensure sites, departments, and job titles are already set up, as records will map to them.
Export and save audit snapshots
Export data: Apply filters and click Export to download a CSV
Save snapshots: Click Save Snapshot to capture a timestamped record of compliance for audits