Track progress and export audit records
The member list under Settings → Organization shows every person in your organization with their current standing: not started, a progress percentage while they're mid-course, or Certified once they've passed the final exam. It updates the moment anything changes — there's no sync to wait for.
When you need documentation rather than a glance — a licensor, an accreditor, a payer review, or your own compliance file — use "Download CSV for audits" on the same page. The export contains one row per member with these columns:
| Column | What it holds |
|---|---|
| name, email | Who the record belongs to |
| enrolled_at | The date they started the course |
| videos_watched | Chapters whose video they've completed, out of eight |
| quizzes_passed | Chapter quizzes passed, out of eight |
| exam_passed | Whether the final exam is passed |
| best_score | Their best final-exam score out of twenty |
| certificate_number | The unique number on their certificate |
| certified_at | The date the certificate was issued |
That set — who trained, when, the score, and a citable certificate number — is what "documented workforce training" means in practice, and handing over this file is usually the whole conversation with a reviewer. HIPAA's administrative requirements expect training documentation to be retained for six years, so keep the exports with your compliance records.
People who leave your organization stop appearing in the member list, but their accounts and certificates survive — the training they completed under you remains real and provable. If you anticipate needing departed employees' records at audit time, export before offboarding or keep your periodic exports on file.
The export also carries each member's certificate expiry date and an overdue column, since training in this field is an annual cycle. When members pass their year mark without retraining, they show an overdue badge in your member list, they receive their own reminders, and org admins get a weekly summary while anyone remains overdue — see annual retraining for how the cycle works from the learner's side.