What does the mandatory training coverage checker produce?
Compare people, approved role and location rules, and training completion records within a frozen review window.
The working area above runs the supported reconciler in the browser. It keeps the result inspectable and preserves every unresolved item for responsible review.
What do you need before you start?
- Define the review window and frozen review date with a responsible reviewer.
- Supply your policy rules for the roles and locations under review. The tool does not infer legal training obligations.
- Use three CSV, single-sheet XLSX or dataset JSON files, each up to 2 MB and 5000 rows. XLSX expanded content is limited to 10 MB.
What information do you enter?
Prepare only the bounded inputs listed below for this reconciler.
- People dataset with Person ID, Role, Location and explicit In scope Yes or No.
- Approved rules dataset with Rule ID, Role, Location, Course ID, Due date, Approval status, Approved by and Rule source. Maximum age days is optional.
- Completion dataset with Completion ID, Person ID, Course ID and Status. Completed rows need Completed on. Valid until and Evidence reference are optional but missing evidence remains unresolved.
- Organization (required). Name the organization whose supplied policy rules and records you are reviewing.
- Responsible reviewer (required). Name the person who will review the findings and confirm the approved policy basis.
- Completion window starts (required). Completions before this date cannot satisfy this review. This is your selected policy window.
- Review date (required). Freeze the date for due, future-completion and expiry checks. The tool never substitutes today automatically.
- Scope and uncertainty (optional). Record exclusions, role or location changes and anything the supplied data cannot establish.
| Field | What to enter | Fictional example |
|---|---|---|
| OrganizationRequired | Name the organization whose supplied policy rules and records you are reviewing. | Fictional Example Company |
| Responsible reviewerRequired | Name the person who will review the findings and confirm the approved policy basis. | |
| Completion window startsRequired | Completions before this date cannot satisfy this review. This is your selected policy window. | 2026-01-01 |
| Review dateRequired | Freeze the date for due, future-completion and expiry checks. The tool never substitutes today automatically. | 2026-10-06 |
| Scope and uncertaintyOptional | Record exclusions, role or location changes and anything the supplied data cannot establish. | Fictional rules and records. Requires tailoring. No legal training requirements are inferred. |
What you can download
Every result must identify its supplied facts, assumptions and unresolved items.
| Free result | Included downloads |
|---|---|
Enter your information, inspect the on-screen result and keep a browser backup. Editing and direct copies of your entered information stay free. |
These supported outputs are free. No checkout is required. |
Fictional review report (PDF). Editable review report (DOCX). Complete fictional pack (ZIP). Samples require tailoring. These fictional samples use this tool's customer output renderer and require tailoring. They do not establish real provider acceptance.
How does the mandatory training coverage checker work?
- 1Freeze scope and dates
Name the organization and reviewer. Select the completion window start and review date. Record scope uncertainty.
- 2Import three sources
Supply people, approved rules and completion records separately. Download the column templates or inspect the fictional example.
- 3Check requirements and evidence
Review each rule expanded by role and location. Inspect missing, overdue, late, expired, ambiguous and waived records, plus unmatched sources.
- 4Keep the reviewed output
Download complete JSON, CSV and exact-byte browser backups free. Purchase one finalized seven-file review pack after inspecting the result.
Method and sources
Apply the steps above to the supported inputs. Use the listed source sections to review the rule basis, assumptions and limits.
- Compliance Guidance on TrainingGeneral reference for reviewing your training policy. No rule is automatically derived. Compliance guidance and linked training resources.US Occupational Safety and Health Administration. Reviewed 2026-10-06.
- Summary of Selected Recordkeeping Obligations in 29 CFR Part 1602General reference for responsible recordkeeping review. The tool does not calculate retention. Personnel and employment records.US Equal Employment Opportunity Commission. Reviewed 2026-10-06.
Common questions
What information does the mandatory training coverage checker need?
Enter people dataset with Person ID, Role, Location and explicit In scope Yes or No; approved rules dataset with Rule ID, Role, Location, Course ID, Due date, Approval status, Approved by and Rule source. Maximum age days is optional; completion dataset with Completion ID, Person ID, Course ID and Status. Completed rows need Completed on. Valid until and Evidence reference are optional but missing evidence remains unresolved; organization (required). Name the organization whose supplied policy rules and records you are reviewing; responsible reviewer (required). Name the person who will review the findings and confirm the approved policy basis. Define the review window and frozen review date with a responsible reviewer.
What does the mandatory training coverage checker produce?
A complete requirement ledger and source issues with source-row pointers. Free JSON, CSV results and exact-byte browser backup ZIP with three original source files. A seven-file finalized pack with formal PDF and DOCX summaries, complete Excel and CSV requirements, parsed source backup, source manifest and instructions. Review unresolved findings and limitations before use.
Who makes the final decision?
A responsible person reviews the result. The tool compares your rules. It does not decide legal training obligations, authenticate attendance, approve waivers or assign training.
Is this tool free?
Yes. The on-screen result and listed downloads are free. No checkout is required. Keep local backups and review the stated method and limits.
Can I use the mandatory training coverage checker for this task?
Compare records with role and location rules. The tool compares your rules. It does not decide legal training obligations, authenticate attendance, approve waivers or assign training.
What still needs review?
The tool compares your rules. It does not decide legal training obligations, authenticate attendance, approve waivers or assign training.
Each matching approved rule creates a separate requirement. Overlapping rules retain their individual due dates and sources. Only rules accept the explicit wildcard *.
Completions use exact person and course identifiers after trimming and ignoring case. Only Completed records within the frozen date window can satisfy a requirement. Conflicting latest-date ties remain ambiguous.
Rule expansion is limited to 5000 requirements. Waivers, historical role changes and obligations before the selected window require separate review. Missing policy mappings do not establish that training is unnecessary.