How to Track Training and Certification

To track training and certification, connect completion records to both the person and the course. Tracking by course alone cannot answer who is currently qualified.

Why certification lapses unnoticed

Completion is recorded once and validity is not tracked.

Certifications expiring with no warning
No view of who is qualified for a given task
Training records held by an external provider
Compliance questions answered by asking around

What the structure needs

A courses table, with validity period per course
Completion records, connecting person and course
A completion date, driving the expiry calculation
Evidence, attached as a certificate
An expiry warning, before qualification lapses

How to set it up in Jestor

Create courses and completions tables in Jestor, connected to employees.
Record the completion date and attach the certificate.
Calculate the expiry date with a formula field from the validity period.
Set an automation notifying before the certification lapses.
Build a view showing who is currently qualified for each course.

Why choose Jestor for qualification tracking?

Because completions are connected records in Jestor, the two questions that matter — who is qualified, and what expires soon — are both filters rather than reports someone assembles.

The certificate attached to the record means the evidence and the tracking are the same thing, which is what an audit of qualifications asks for.

Frequently Asked Questions

How is the expiry date derived?

A formula from completion date and validity period. See jestor.com.

Can I see who is qualified?

Yes, as a filtered view.

Where is the certificate kept?

Attached to the completion record.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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