- Open Training and Manage courses or + Course. Enter a unique code, meaningful title, category, provider and validity period.
- Set the mandatory staff-group names according to organisational policy. These training groups are separate from Entra identity groups.
- Add a training record for the correct staff account and course, with evidence and notes.
- Use Complete and the actual completion date for scheduled training. Use Refresh for completed refresher training when the workflow allows it.
- Check the calculated expiry and evidence. Changing a course definition does not rewrite earlier completion evidence.
- Review the compliance matrix and gaps after saving. It treats current and expiring records as compliant against configured mandatory groups; scheduled or expired training does not provide current completion.
Complete when: The right person/course has an accurate completion and evidence, and the matrix reflects the intended mandatory assignments. A high percentage with incorrectly configured or empty groups is not proof that everyone has completed required training. Internal person records without sign-in accounts are not automatically training-account entries.