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How do I manage expiry dates and user-specific training records in Atlas?

Managing automatic notifications and training records in Atlas

Written by Hayley Jones
Updated this week

Managing Training Records in Atlas: Expiry Dates, Notifications, and User-Specific Checks

Atlas provides several important functionalities to help users manage training records. This article explains how to view and filter training course expiry dates, handle automatic notifications for expiring courses, and verify the due date status of courses for specific users.

Viewing and Filtering Expiry Dates for Training Courses

To view or filter expiry dates of Atlas training courses when assigning courses:

  1. Go to Manage Training in your Atlas dashboard.

  2. Navigate to the Training Courses and Bundles section.

  3. Choose the appropriate view under the Reports tab to display expiry dates. Alternatively, click the layout toggle icon (located to the right under the "Reports" section) to switch the page layout and view expiry timeframes for all courses. Here, you can also apply filters to narrow results based on expiry data.

Automatic Notifications for Expiring Courses

Atlas training modules are automatically reassigned for completion 30 days before their expiry. This ensures learners have adequate time to complete the course and maintain an active certificate. These automatic reminders help organisations stay compliant and ensure uninterrupted training certification.

Checking Course Due Date Status for Specific Users

To verify whether a training course is still within its due date for a specific user:

  1. Access Manage Training from your dashboard.

  2. Navigate to the Training Courses and Bundles section and select Reports.

  3. Use the filters to search for the user’s name. This will allow you to view their training courses and confirm whether they remain within the due date.

Accessing Training Certificates

For Leavers

To view or download training certificates for leavers:

  1. Navigate to Manage Training > Training Reports.

  2. Set the filters to All Users and All Status.

  3. Search for the individual’s name (e.g., the leaver).

  4. View and download their certificates from the results page.

For Staff

To locate completed training certificates for staff:

  1. Go to the employee’s My Documents area.

  2. Open the Personal Documents tab.

  3. View their training certificates listed in this section.

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