Two records inspectors almost always ask for — kept simple.
Staff credentials
Track certifications with expiry dates so nothing lapses.
- Go to Staff → Credentials.
- Choose a staff member and a credential type — CPR, First Aid, background check, training hours, physical, or other.
- Add the issued and expires dates (and an optional note), then save.
How expiry is tracked
- Each credential shows a badge: Current, Expiring soon (within 30 days), or Expired.
- Credentials are grouped by staff member, so you can see who's covered at a glance.
- Anything expiring soon or already expired is surfaced as an alert on your admin dashboard — and the alert links straight back here — so a lapse never sneaks up on you.
Safety drills
Log the emergency drills you're required to practice and record.
- Go to Reports → Compliance → Safety Drill Log.
- Choose the drill type: fire, tornado, lockdown / intruder, shelter-in-place, evacuation, or other.
- Record the date, duration, number of staff present, and any notes.
The running log is the record your licensor asks to see — exportable from the reports center.
Tip: set a recurring calendar reminder for monthly fire drills, then log each one here right after.