Start with requirements, not the spreadsheet
List the training each role genuinely needs, then decide which records require evidence and renewal monitoring.
This avoids a tracker full of historic training items that nobody is responsible for reviewing.
- Training item
- Required role
- Renewal period
- Evidence needed
- Responsible manager
Keep proof with the record
A completion date is easier to trust when the certificate or supporting evidence is attached to the same record.
If proof is missing, it should become an action rather than a note hidden in a comments column.
Review overdue and due soon records regularly
The best process gives managers a short action list: overdue training, due soon renewals and missing evidence.
SkillProof supports this through the Training Matrix, Action Centre, evidence requests and reports.
Put this guide into practice
Turn the guidance into a working compliance process.
List the records, evidence files and renewal dates you currently track.
Decide who owns each record: admin, manager, employee or compliance lead.
Mark which items are overdue, due soon, missing evidence or ready for review.
Choose the next report or audit pack you would need if someone asked for evidence today.