Load your first credentials
Bring in people, roles and the certifications you track today, and decide who approves rollouts.
3 min read
Most teams start from the spreadsheet they already keep. Here is the order that works. The exact screens vary by workspace setup.
1
Bring in people and roles
Connect your HR system or import a list. Roles, sites and start dates are what KnowTrain uses to decide who needs what.
2
Add the credentials you track
Enter each certification or authorization with its expiry date. Start with the ones that would stop someone working if they lapsed.
3
Set the warning window
Decide how far ahead you want to be warned, such as several weeks for a licence and longer for external courses.
4
Name the approvers
Decide who approves course content and who approves rollouts. Usually a subject expert for content and the training or site lead for assignments.
Find out who lapses next month.
Bring your training spreadsheet. We will show you the expiries, the proposed refreshers and the skills matrix it builds.
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