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The RICS standard asks for three kinds of training. guardbook works out who needs which, shows who is up to date, and keeps the record.

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The three kinds

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Who needs what

This comes from the People page. Each person has two settings:
  • Uses AI in their work: they need baseline knowledge and yearly AI use training.
  • Has access to private and confidential data: they need yearly data privacy training.
If someone’s training shows as needed when it should not be, check those two settings first.

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Recording training

1

Open Training

Go to Training and choose Record training. Add people on the People page first if nobody is listed.
2

Fill in the details

Choose the type, the date it was completed, and what the training was, for example “RICS webinar on AI risk” or “internal session on our AI policy”.Add where the evidence is kept if you can, such as the certificate, attendance list or CPD record. This is optional but helps if you are asked for it.
3

Choose who completed it

Tick everyone who attended. One record covers the whole group, so a team session is a single entry.
Records cannot be edited once saved. If you make a mistake, remove the record and record it again.

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Staying up to date

The table shows each person against each kind of training:
  • a green date: done, with Renew by showing when yearly training runs out
  • Expired with a date: yearly training has run out
  • Not recorded: needed but no training recorded yet
  • Not needed: does not apply to this person
Yearly training lasts 12 months from the date it was completed. Training counts towards the Staff trained part of your GUARD Score.

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In your evidence pack

Training records, and who is up to date, go into your evidence pack.