Enrol a person in a course

An enrollment is the record of a person completing a course. It’s the proof an inspector or auditor will look for.

Steps

1. From the sidebar, open Training and click the target course (or open People and click a person).
2. Switch to the Enrollments tab.
3. Click + Enrollment.
4. Fill in:
   • Person (or Course, depending on which side you started from).
   • Status — typically Enrolled initially, then Passed once completed.
   • Completed date — when the training was finished.
   • Expiry date — auto-calculates from the course’s default validity, but you can override (e.g. if the cert says a different date).
   • Provider — the training organisation, if useful for reference.
   • Notes — anything specific to this enrollment.
5. Save.

Status values

Status	Meaning	BRAG
Enrolled	Booked but not yet completed	Blue
Passed	Completed and certified	Green / Amber / Red by expiry
Failed	Attended but didn’t pass	Red
Withdrew	Didn’t complete	Blue

(Names depend on your org’s lookup — see Customise lookup values.)

How expiry drives BRAG

For a Passed enrollment:

Days until expiry	BRAG
More than 180	Blue
30–180	Green
0–30	Amber
Past expiry	Red

The dashboard’s Today’s Focus card surfaces expiring training automatically.

Renewing

When training comes due for renewal:

1. The person re-trains.
2. Open the existing enrollment.
3. From the kebab menu (⋯), click Renew.
4. A new enrollment is created, linked to the old one (the supersession link), so the history is preserved.

This way you can show, when asked: “Bob has held current first aid training continuously since 2018” — three certificates back to back, no gaps.

See also

• Tutorial 5
• Add a training course
• The BRAG status system