COMPLIANCE
Every certification, every renewal date. every renewal date
First-aid. Fire warden. Asbestos awareness. CSCS. SAMRISK tracks who's qualified to do what — and tells you when it's about to expire.
First-aid, fire warden, hot works — never lapse a cert.
Two layers of staff compliance
CERTIFICATIONS
Expiry-aware records per user
Each formal qualification gets a record — issue date, expiry, certificate file, issuing body. Status updates automatically based on the expiry date.
- Catalogue of certification types (admin-managed)
- Per-user records with issue + expiry dates
- Upload the certificate PDF
- Status flags — Valid / Expiring soon / Expired
COMPLIANCE MATRIX
See team-wide gaps at a glance
Rows are users. Columns are certifications. Cells show status. Spot at a glance that nobody on a particular site has a current first-aid qualification.
- Cross-team view of all certifications
- Filter by certification type or user
- Empty cells highlight gaps
- Export for HR / compliance reports
TRAINING LOG
Free-form CPD without the bureaucracy
A lightweight log of training attended — course name, provider, hours, date. Useful for CPD totals without enforcing access via the record.
- Course attended + provider + completion date
- Optional link to certification awarded
- CPD hours totals per user
- Lighter than formal certification records
How a renewal flows
Admin adds certification types
System catalogue of "First Aid at Work", "Fire Warden", etc.
Add per-user records
As staff complete courses, log the issue and expiry.
Renewal warning fires
90 / 30 / 0 days before expiry, assignee + manager notified.
Renew, upload new cert
Expire the old, replace with the new. Audit preserved.
WHO IT'S FOR
Built for HR and operations together
HR / people manager
Owns the certification register.
- Per-team matrix
- Renewal pipeline
- Compliance reports
Site supervisor
Needs to know who can do what on site.
- Quick lookup
- Filter by location
- Mobile access
Compliance manager
Reviews regulatory training status quarterly.
- Cross-company view
- Audit-ready
- Gap analysis
Staff member
Views their own training and certifications.
- Personal view
- Renewal reminders
- Upload own certs
COMPARISON
Why not just a spreadsheet?
| Spreadsheet | Generic PM tool | SAMRISK | |
|---|---|---|---|
| 90/30/0 day reminders | Manual | Sometimes | |
| Per-team compliance matrix | Manual | Limited | |
| Certificate file upload | In files | Add-on | |
| Per-user self-service view | Sometimes | ||
| Audit trail of training events | Manual | Partial | |
| Linked to permits/jobs |
INTEGRATIONS
Connects with the rest of SAMRISK
Permits
Verify certs before assigning hot-works or other permits.
Notifications
90/30/0 day reminder ladder.
Documents
Store training records and supporting docs.
Contractors
External-staff equivalent of certification tracking.
Activity feed
New certs surface in company activity.
AVAILABILITY
In your plan?
Training & certifications included from the Business plan, or available as an add-on for Pro. See pricing →
Frequently asked questions
Certifications are expiry-tracked and can gate access to permits or critical roles. Training records are looser — they capture CPD without enforcement. Different lifecycles, different tables.
Why it matters
Most building teams track training in a spreadsheet that nobody owns. Expiries slip. SAMRISK puts the matrix in front of the manager every login — so the gap gets spotted before it becomes a regulatory issue.
