By providing a compliance overview of a person's training, administrators can clearly see who is capable or qualified to complete tasks such as First Aid. This means they do not have to look through all previously completed training records to see if a person is in date with their training.
The Training Compliance Overview (the section within a Person Record that displays an aggregated view of training status across all courses assigned to an individual) is enabled by default on all Assure instances where training is active. It presents a percentage compliance chart and a sortable, searchable summary table of training records.
Prerequisites
Before the Training Compliance Overview is visible on a Person Record, confirm the following conditions are met:
- Training must be enabled on your Assure instance. This feature will only display if training is enabled.
- The Person Record must exist in the Person Register. The compliance overview is displayed within an individual Person Record.
- Training Records must be associated with the Person Record. If there are no training records associated with the person record, an empty state screen will display rather than the compliance chart and table.
- The Training Compliance Overview must not have been disabled by an administrator. This feature is enabled by default but can be disabled by an administrator via Settings > Module Setup > Person Register > Other Settings
Overview
Within the Person Record, a compliance overview of the person's training is visible. This is enabled by default but can be disabled by an administrator.A chart displays the percentage of overall training compliance, and a table summarises the training records for the person.
Note: This feature will only display if training is enabled on your instance of Assure.
Navigating the Compliance Table
- Expand course history: Select an individual's row to expand it and see the full course history. This displays all training records associated with that course for that person record.
- Sort: Select any column header to sort the data.
- Search: Use the search bar at the top right of the table to filter records.
Status Ratings
The table below describes what each Status Rating represents in the training compliance overview summary.
| Status Rating | Colour | Description |
|---|---|---|
| Not Required | Dark grey | The status against the course on the TNA (Training Needs Analysis) is set to Optional/Not Required. |
| Compliant | Green | For recurring training: the training course has been completed, and it is not within 90 days of the next recurrence or overdue. For one-off training: the training course has been completed. Note: Training that has not been completed but has a due date of more than 90 days in the future will show as Compliant. |
| Expiring | Yellow | The Required By date is within 90 days AND training has not been completed. Note: Training that has not been completed but has a due date of less than 90 days in the future will show as Compliant. |
| Non-Compliant | Red | The Required By date is past due AND training has not been completed. Or, the Required By date is NULL and the status against the course on the TNA is NOT set to Optional/Not Required. |
Note on Expiring status: The original article contains a note within the Expiring row that states training with a due date less than 90 days in the future shows as Compliant. This appears to conflict with the Expiring definition. This has been retained exactly as stated and is flagged in the Uncertainties section below.
If there are no training records associated with the person record, the following screen will display.
What is Included in the Compliance Overview
All training records are displayed in the Training Compliance table, including archived training records.
To exclude records from the overview, administrators should take one of the following actions:
- Update Status: Change the status of the training record to "Optional/Not Required."
- Delete Record: If the training is no longer required, delete the record from the system entirely.
Exporting Reports
The compliance data can be exported into both PDF and CSV formats using the Export button:
- CSV: Produces a summary of the data in an Excel document.
- PDF: Includes the overall Person Record report, with the compliance section displayed as part of the full report.
Enabling and Disabling the Training Compliance Overview
The Training Compliance Overview section automatically shows if training records are enabled in the Assure instance. This feature defaults to visible.
To disable the Training Compliance Overview:
1. Navigate to Settings and select Module Setup.
2. Scroll to the People section and select Edit on the Person Register module.
3. At the bottom of the page, under Other Settings, locate the tick box to enable or disable the Training Compliance Overview. Select or deselect as required and select Save.
AI Metadata
- Product Area: Assure - People and Training / Person Register
- User Role: Assure System Administrator, Training Manager, HR Administrator, Assure Administrator
- Tags: Training Compliance, Person Record, Person Register, TNA, Training Needs Analysis, Status Rating, Compliant, Expiring, Non-Compliant, Not Required, Training Records, Module Setup, People and Training
- Version/Region: All regions (UK, UK2, NA, ANZ)
- Important Synonyms: Person Record = Person Register Record = People Register Record; TNA = Training Needs Analysis = Training Needs Analysis record; Training Compliance Overview = compliance summary = training status overview; Status Rating = compliance status; Required By Date = due date; Recurring Training = repeat training; One-Off Training = single occurrence training; Module Setup = module configuration; Optional/Not Required = excluded from compliance
- Suggested Embedding Keywords: training compliance overview Assure, person record training status, TNA compliance person register, compliant expiring non-compliant training Assure, training status rating person record, enable disable training compliance overview, training compliance chart person record, export training compliance PDF CSV, archived training records compliance, person register training overview
- Relevant Modules: People and Training (Person Register, Training Records, TNA); cross-module: Training Records drive the compliance statuses displayed on the Person Record
- Cross-Module Implications: The Training Compliance Overview on the Person Record is directly dependent on Training Records created within the People and Training module. Status values are calculated from TNA (Training Needs Analysis) records and their associated Training Records. If training is not enabled in the Assure instance, the Training Compliance Overview section will not display. Enabling or disabling this feature is controlled via Module Setup within System Configuration.