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Identifying once off, overdue, current and due for renewal training records

by admin | Jul 12, 2019 | Training Records Management

A follow up question I have received a lot is about what to do if you have once off records, expired records etc. So in this video I have addressed this issue. There’s a quick revision of how you use the vlookup() function to calculate expiry dates but the main...

How to create expiry dates in excel

by admin | Apr 16, 2019 | Excel | General, Training Records Management

    A question I get asked a lot on this website is about how to create expiry dates for different courses in Excel. So here is a video that shows you how to do it. It does require that you have a list of courses with their duration in days e.g. a course...

Tracking recurring meetings in Excel – have you had your one to one meeting this month?

by admin | Nov 1, 2018 | Excel | General, Training Records Management

A while back I was working with a company and one of the issues that came up was how to track if managers had completed their monthly one to one meetings with their staff.  They needed to see who had completed them and who hadn’t. The issue was that while they...

Training records management with Excel – tracking who is certified and who is current

by admin | Aug 31, 2015 | Excel | General, Training Records Management

Do you have to track who is up to date with their certification across a number of courses and departments ? This blog post should help. Recently I was working in an organisation and one of the users – new to Excel – who had been on a course I had given,...

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