Training Records tracks who has been trained on what — certifications, refreshers, SOP acknowledgements, safety training. It’s the record that proves someone was qualified to do the work when a question comes up six months later.

How to get there #

Menu: Quality → Training Records
Direct URL pattern: https://yourdomain.com/?bizRt=quality/training/manager

What training to track #

• External certifications — Park Tool School, Shimano, SRAM, Fox, suspension rebuild certs.
• Internal SOP acknowledgements — each approved SOP has an acknowledgement requirement for affected staff.
• Safety training — first aid/CPR, hazmat for battery disposal, chemical handling.
• Onboarding — new-hire training checklist.
• Regulatory — anything your state or insurer requires (e.g., right-to-know, bloodborne pathogens if you do e-bike battery work).

How Training is structured #

Three linked entities:

• Training Topic — the subject (e.g., “Shimano Di2 Service Level 2”). Each topic defines how long its certification is valid.
• Training Record — a specific instance: Topic + Employee + Completion Date + Expiration Date.
• Training Plan — which topics are required for which roles (Mechanic, Service Advisor, Sales Associate, Manager).

Setting up a training topic #

1. Under Admin → Quality → Training Topics, click New.
2. Enter:
   • Topic Code — e.g., TRN-SHI-DI2-L2.
   • Title.
   • Category — Certification, SOP Acknowledgement, Safety, Onboarding.
   • Validity Period — in months, or None if it doesn’t expire.
   • Evidence Required — certificate, quiz pass, supervisor sign-off.
3. Save.

Logging a training record #

1. From the Training Records manager, click New.
2. Pick the Employee.
3. Pick the Topic.
4. Enter Completion Date. Bizuno calculates the Expiration Date from the topic’s validity period.
5. Attach the certificate, quiz result, or supervisor-signed acknowledgement.
6. Save.

Important: Don’t claim training was done without evidence attached. The whole value of a training record is that it’s backed up. A bare entry with no certificate or acknowledgement is an IOU, not a record.

The training matrix #

The Training Records landing page defaults to a matrix view: employees down, topics across. Each cell shows the current status:

• Green — current, not expiring soon.
• Yellow — expires within 60 days.
• Red — expired or never completed.
• Gray — not required for this role.

Role-based training plans #

Under Admin → Quality → Training Plans, map topics to roles:

Role	Required Topics
Mechanic	Park Tool School, Shimano L2, Torque & Safety SOP, Eye-wash & chemical handling, SOP-001, SOP-002, WI-001.
Service Advisor	SOP-003, Warranty Policy, Intake Form training.
Sales Associate	SOP-004, Return Policy, POS & payments training.
Manager	All of the above plus audit checklist training and first aid/CPR.

When an employee’s role is set in Bizuno, the matrix fills in expected topics automatically.

SOP acknowledgements #

When an SOP reaches a new major version in Document Control, Bizuno can prompt every employee in a relevant role to acknowledge the change. Acknowledgement becomes a Training Record.

Expiration alerts #

The Quality Dashboard widget Training Expiring < 60 days surfaces upcoming expirations. At 30 days, Bizuno emails the employee and their manager. At expiration, the cell turns red.

Tips for Ridgeline Cycles #

• Log training the day it happens — certificate arrives, scan it in. Retro-logging three months of training is a miserable afternoon.
• Add “SOP acknowledgement” to your new-hire checklist. An hour reading the shop’s six core SOPs saves the new hire and you twenty hours of “why did you do it that way?” conversations.
• Sync expiration reminders to your calendar too. Training platforms’ email reminders are easy to ignore; a calendar block forces a decision.
• Budget for refresher training. Shimano and SRAM certifications last 2–3 years — put the refresher cost in your annual training budget line.

Where to go next #

• Document Control — new SOP version auto-prompts acknowledgements.
• Audits — training matrix is often an audit artifact.
• Employee Manager (Category 9, Administration) — roles and reporting structure drive the required-training plan.