Who can do this
Owners, admins and managers record training; managers for their own department. Only owners and admins change the training types.
Step 1: Check your training types
Go to Training, then Training types. Your account starts with a set of common ones, like inductions and toolbox talks. Edit them, or add your own with a Name, Category and Refresh every (months).
Tick Site-gating for training that must be in date before anyone goes to site, like a site induction. It then counts like a required ticket.
None of the starter training is site-gating. Tick it and anyone without that training in date goes red straight away. The form tells you how many before you save.
Illustration: The training type form with name, category and refresh months, and the site-gating box highlighted with its warning about who will show as not cleared. Step 2: Record a session
Choose Record training. Pick the Training and the Date of training. The expiry is worked out from the refresh period, or choose A different date or Doesn't expire.
Illustration: The record training form with a toolbox talk chosen, today's date, and the expiry worked out from the refresh period. Step 3: Choose who attended
Under Who attended, tick one operative or everyone at the talk. Search by name or narrow it to a department. Add Delivered by and, if you have one, a signed attendance sheet as Evidence: one file covers everyone.
The button says what it will do, like Record training for 6 operatives.
After you save, the training and date stay filled in for the next gang.
Illustration: The who attended list with six operatives ticked, a search box and department filter, and the record training for 6 operatives button highlighted. Step 4: See everyone at a glance
Matrix shows every operative against every training type: a tick for in date, ! for expiring within 30 days, a cross for expired and ? for missing site-gating training. Download it as a CSV or PDF.
Illustration: The training matrix: operatives down the side, training types across the top at an angle, and a tick, exclamation mark, cross or question mark in each cell.
Still stuck? Email us and a real person will help. Tell us which guide and step you're on and what you can see. support@qualtrack.co.uk
Checked against the app on 7 Oct 2026. The pictures in these guides are drawings of the app, so the details on your screen may look a little different. The steps and button names are the real ones.
