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.

Cert types
90/30/0Renewal alerts
MatrixTeam-wide view
CPDHours tracking

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

01

Admin adds certification types

System catalogue of "First Aid at Work", "Fire Warden", etc.

02

Add per-user records

As staff complete courses, log the issue and expiry.

03

Renewal warning fires

90 / 30 / 0 days before expiry, assignee + manager notified.

04

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?

 SpreadsheetGeneric PM toolSAMRISK
90/30/0 day remindersManualSometimes
Per-team compliance matrixManualLimited
Certificate file uploadIn filesAdd-on
Per-user self-service viewSometimes
Audit trail of training eventsManualPartial
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?

Free
ProAdd-on
BusinessIncluded
EnterpriseIncluded

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.