How to Monitor and Manage Team Compliance Training

Learn how to monitor team compliance, check course and policy statuses, message staff, and schedule automated reports.

August 18, 2026 By Simon Hoyle

This guide provides instructions on how to track course and policy completions across your team. By following these steps, you will be able to monitor compliance progress, contact team members regarding approaching deadlines, and automate status reports to ensure your team remains fully compliant.

This guide is designed for managers and leaders who are responsible for overseeing the compliance and training requirements of their direct and indirect reports.

Checking Individual Team Member Status

Step #1: Click Get Started under the My Team section on your homepage. — Click **Get Started** under the My Team section on your homepage.

Step #2: Click on a team member's name in the hierarchy tree to view their personal course and policy enrolments. — Click on a team member's name in the hierarchy tree to view their personal course and policy enrolments.

The statistics and statuses on the right automatically update to reflect the selected individual's current progress.

Viewing and Exporting Your Personal Report

Step #3: Click Reports in the left-hand navigation menu. — Click **Reports** in the left-hand navigation menu.

Step #4: Click Staff Detail Report to view your own assigned courses and policies. — Click **Staff Detail Report** to view your own assigned courses and policies.

Step #5: Click Export Report to open the export options dropdown. — Click **Export Report** to open the export options dropdown.

Step #6: Select your preferred export format from the list. — Select your preferred export format from the list.

Export Format	Best Used For
PDF	Sharing a static, print-ready copy of your completion status.
Excel (XLSX)	Manipulating your report data in a spreadsheet format.
CSV	Importing raw data into other systems.

Generating Team Status Reports

Step #7: Return to the main Reports menu. — Return to the main **Reports** menu.

Step #8: Click My Team - Policy Status Report (or Course Status Report) to analyze your team's compliance. — Click **My Team - Policy Status Report** (or Course Status Report) to analyze your team's compliance.

Step #9: Click the filter icon or search bar to expand the filtering options. — Click the filter icon or search bar to expand the filtering options.

Step #10: Open the Policy or Course dropdown to focus on a specific requirement. — Open the **Policy** or **Course** dropdown to focus on a specific requirement.

Step #11: Select the desired policy or course from the list. — Select the desired policy or course from the list.

Step #12: Click the Enrolment Status dropdown to refine the results by completion state. — Click the **Enrolment Status** dropdown to refine the results by completion state.

When filtering by enrolment status, you can select multiple criteria to pinpoint exactly who needs follow-up:

Enrolment Status	Meaning
Completed	The team member has fulfilled the requirement.
In Progress	The item has been opened but not finished.
Not Started / Not Yet Complete	The team member hasn't begun the module. (They may still be compliant if the deadline is in the future).
Overdue	The deadline has passed without completion.

Step #13: Select statuses such as Not Started or Overdue to target non-compliant members. — Select statuses such as **Not Started** or **Overdue** to target non-compliant members.

Step #14: Click the Search button to generate the filtered report. — Click the **Search** button to generate the filtered report.

Messaging Staff Directly

Once you generate a filtered list of users (for instance, those who are overdue), you can email them directly without leaving the platform. The system automatically selects all users matching your filter.

Step #15: Click the Message Staff button located above your report results. — Click the **Message Staff** button located above your report results.

Step #16: Click the Message Template dropdown to use a pre-written message. — Click the **Message Template** dropdown to use a pre-written message.

Alternatively, enter a custom subject like "Overdue Compliance Training".

Type your reminder in the message body, ensuring you include your name at the end.

Emails sent from this tool come from a Sentrient automated address, not your personal corporate email, so signing your name is highly recommended.

Step #19: Click Send to dispatch the message to all selected staff. — Click **Send** to dispatch the message to all selected staff.

Scheduling Automated Reports

Step #20: From any generated report, click + Add to Favourite to save your filter configuration. — From any generated report, click **+ Add to Favourite** to save your filter configuration.

Step #21: Click the Report Name field. — Click the **Report Name** field.

Step #22: Type a memorable name, such as "Overdue Policy Report". — Type a memorable name, such as "Overdue Policy Report".

Step #23: Enter an optional description for the report. — Enter an optional description for the report.

Step #24: Select your preferred output file format. — Select your preferred output file format.

Step #25: Click the Yes radio button under Automated Schedule to enable recurring delivery. — Click the **Yes** radio button under **Automated Schedule** to enable recurring delivery.

Step #26: Select the delivery frequency (e.g., Weekly on Mondays) and define the start and end dates. — Select the delivery frequency (e.g., Weekly on Mondays) and define the start and end dates.

Step #27: Enter your email address in the Email To field. — Enter your email address in the **Email To** field.

Step #28: Click Create to activate the scheduled report. — Click **Create** to activate the scheduled report.

Q: Will the email sent via the Message Staff feature come from my personal corporate address?

A: No, messages sent via the Message Staff feature originate from a generic automated system email address. It is strongly recommended that you sign your name in the message body so recipients know it is from you.

Q: Does a "Not Started" status mean a team member is non-compliant?

A: Not necessarily. If a course or policy was recently assigned and the due date is still in the future, the team member is still fully compliant despite not having started yet.

Term	Definition
Sentrient	The platform used to deploy and monitor compliance-related policies and training for staff.
Hierarchy Tree	A visual representation of the reporting structure, displaying all direct and indirect reports under a leader.
Course Enrolment	A specific training module assigned to an employee to complete within the platform.
Policy Enrolment	A compliance document or guideline assigned to an employee to read and acknowledge.