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Compliance feature

Know exactly who's certified for what, who's overdue, and when it expires.

Responsible vendor training, security clearances, internal SOPs — every requirement, every employee, every renewal date, every assignment.

Beyond a spreadsheet

Most operators track training in a spreadsheet. The spreadsheet doesn't fire alerts when a certification is about to expire. The spreadsheet doesn't get updated when an employee's role changes. The spreadsheet doesn't generate the training-matrix report a state inspector wants to see. And the spreadsheet definitely doesn't tell you who you assigned training to last week.

The training tracker does all of that.

What you get

Assign by user or by role. Pick a specific employee, or pick a functional role (cultivation lead, budtender, inventory manager, QA lead) and the assignment covers everyone currently in that role at the right locations. Optional due date on every assignment.

A training matrix. Rows are employees, columns are requirements, cells are color-coded: compliant, expiring soon, expired, overdue assignment, not assigned. Filter by facility, by role, by requirement type. Export as PDF or CSV — this is the document you hand an inspector when they ask.

State-mandated requirements pre-populated. When you add a new training requirement, the platform suggests the relevant state-mandated ones automatically. Oregon Responsible Vendor Training, Colorado MED, New York OCM, and similar requirements for every state we support. We maintain the list.

Expiration and assignment alerts. Certifications with an expiration date trigger alerts at 90, 60, 30, 14, and 7 days. Assignments fire due-soon alerts at 7, 3, and 1 days before the due date and overdue alerts after. Alerts go to the employee, their compliance manager, and the org admin. Both surface on the compliance dashboard.

Certificates linked. When you log a training completion, you can attach the certificate file. It goes to the document vault under Employee Records, linked to both the employee and the training record.

Verification when it matters. Some training completions need second-person sign-off — for example, internal SOP-based training where one person trained, another person witnessed competency. The platform supports a verifier field on every record.

What sets us apart

  • Training matrix view — every employee against every requirement, color-coded for compliant, expiring, expired, overdue assignment, or not assigned.
  • Assign training to specific users or to a functional role — when someone joins that role, the assignment follows.
  • Due-date tracking on assignments — separate from expiration tracking on certifications, so you see both "needs to complete" and "needs to renew."
  • State-mandated requirements pre-populated for the states we cover — Oregon Responsible Vendor, Colorado MED, New York OCM, and more.
  • Expiration alerts on a schedule — 90, 60, 30, 14, 7 days before a certification lapses; due-soon and overdue alerts on assignments.

Ready to make compliance the easiest part of your week?

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