Learner Achievement Records
| Learner | Contact | Company | Qualification | Provider | Achieved | Expiry | Status | Last reminded | Actions |
|---|
Import from CSV
Upload a CSV file and match its columns to the correct fields before importing. Accepted date formats: DD/MM/YYYY, YYYY-MM-DD, MM/DD/YYYY.
Click to choose a file or drag and drop here
CSV files only · up to 5 MB
Match your columns
Preview (first 3 rows)
Import options
Reminder status
When email is configured, “Send reminders now” emails contacts whose qualifications expire within 30 days (or have expired) — but only once per calendar month per learner, so nobody is spammed.
Who will receive reminders?
Learners with an expiring or expired qualification and a contact email. A “Reminded this month” tag means they’ve already been contacted in the current month.
Email template
Use these placeholders — they’re replaced automatically when each email is sent:
{firstName} {lastName} {name} {contactFirstName} {contactLastName} {contactName} {company} {qualification} {provider} {expiry} {days}
Connect your email via EmailJS
EmailJS lets this app send reminder emails directly from your own email account. The free plan covers 200 emails/month. You only need to do this once.
{{to_email}}, Subject to {{subject}}, and Body to {{body}}. Copy the Template ID.Your EmailJS credentials
🔒 Stored only in this browser’s local storage. They are sent only to EmailJS when emails are dispatched — never anywhere else.
🔄 Daily automatic backup
When enabled, a backup file downloads automatically the first time you open the app each day, to your browser’s Downloads folder.
safety360_backup_YYYY-MM-DD.json so they sort by date. Set a dedicated download folder in your browser to keep them tidy.
Manual backup
Download a complete backup now (records, template, log and settings). Keep it somewhere safe — it lets you restore at any time or move to another device.
Restore from backup
Restore from a previously downloaded JSON backup file. This replaces all current records.