MMigna

Training and Certifications

Field tier and aboveIn the app: /training

Training & Certifications keeps every worker's training records and credentials with their expiry dates, tells you who is out of date, and reports compliance by worker, job title and site. It also records who attended each toolbox talk.

1.Set up your training types

  1. Open Training and press Add Training Type.
  2. Enter the name and the renewal cadence in months. Leave it at 0 or blank for one-time training with no expiry.
  3. Mark it required for all workers, or required for specific job titles. Required items are what compliance is measured against.
  4. Save. Repeat for each training your company tracks.

2.Record completed training

  1. Press Record Completion.
  2. Choose the training and the workers who completed it. Select All picks the whole class.
  3. Enter the date completed. We calculate the expiry date from the training's renewal cadence.
  4. Attach the sign-in sheet or certificate as proof if you have one, and save.

3.Import records from a spreadsheet

  1. Press Import CSV and then Download the Template.
  2. The columns are Worker (name or email), Training, Completed (required), Expires (optional) and Notes. Workers must already exist; new training names are created automatically.
  3. Upload or paste the spreadsheet. The first row must be the column headers.
  4. We show what was added and what was skipped, and why.

4.Track certifications and credentials

  1. Open the Certifications page from Training.
  2. Press Add Credential Type: name, category, how many months it is valid for, the default issuing organisation, and whether it is required for all workers or for certain job titles.
  3. Press Record a Credential: the worker, the credential, its number, the issuing organisation and the issue date. The expiry is calculated from the type's validity window.

5.See who is compliant and who is not

  1. The Overdue Training table on the Training page lists every expired record, with filters by site, training and worker.
  2. The Compliance page shows a matrix of required items by worker, filterable by company, job site and job title, with a CSV export for admins.
  3. The Readiness page shows one worker at a time: every required training and credential, its status, and their toolbox talk attendance. The same appears on the worker's own page.
  4. Expiring items appear in the Needs Attention card and the Monday reminder email as far ahead as your lead time setting.

Common questions

How do I record toolbox talk attendance?
Open the Sign-off page from Training and press Record sign-off. Enter the topic (it suggests topics from your saved toolbox talks), the presenter, the date and the job site, then tick the workers who attended. It appears on each worker's record.
What counts as compliant?
A worker is compliant when every training and credential required for everyone, or for their job title, has a current record. One-time training never expires; anything with a cadence expires when the calculated date passes.
Can I export the records?
An admin can press Export CSV on the Training page for the records and on the Compliance page for the matrix.

Read next

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Something here does not match what you see in the app? Tell us from Help & Support inside the app, or email info@mignasafetysolutions.com. We correct the guide rather than let it drift.

Training and Certifications — Migna User Guide