How to manage training records/certificates

Maintaining training records is essential for the effective operation of any company. Whether you are a small business or a multinational, you need to keep on top of training needs and ensure that all legal requirements are met. Digitizing your records eliminates the need for physical space and saves time on filing and locating documents. Automating this process ensures expiration dates are not missed and relevant employee training can be assigned.

After you added your team members, you can move forward and set the list of required training (e.g. Food Handlers Certificate, Allergen training, ServSafe Certificate, etc):

• Log into FoodDocs from your computer. 
• Go to the Team. 
• Click the DEFINE TASKS button in the top right.

• You can deactivate default tasks by clicking the three dot button.
• Add the names of the certificates for your team by clicking the + ADD TASK.

• Give it a title (training/certificate name).
• Select the Task frequency in the dropdown list (or how often you and your staff are going to redo the training).
• Select the Responsible role in the dropdown list (assigned role will be responsible for managing training records/certificates and get notified about the expiry dates, e.g. Management)
• Click SAVE.