Training records: uploading certificates and expiry reminders

Updated 18/07/2026 · 3 min read

Rated5 tracks training in two separate ways — formal records like certificates and induction, and shorter role-assigned training modules.

1

Add a certificate

Certificates are tracked against a person, even if they don't have an app login themselves. Each certificate carries an expiry date.

2

Automatic reminder emails

Rated5 sends an email reminder before a certificate expires — at 30 days, 7 days, and on the day itself.

3

Assign training modules by role

Separately from certificates, short training modules can be assigned by role. Each one is tracked simply as complete or not-started — there's no partial or in-progress state.

4

Check the training matrix

The training matrix gives a per-person view across the whole team: induction status, safe-methods status, and one column for each distinct type of certificate recorded.

Training records are part of safe methods & training.

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