Is this template free?
Yes, at no cost. Download both documents and all three sheets without creating an account. Edit with AI is a separate, optional step: it opens a free River workspace and installs this same pack so the tracker recomputes as your roster changes.
How is this different from a generic training matrix template?
Most matrix templates leave the validity period blank for you to fill in, and treat every requirement as recurring on a fixed schedule. This pack sources each requirement's real interval, including the ones that never recur, from the rule that governs it, then computes the due date from each employee's own last completion. A policy acknowledgment belongs on the employee handbook instead.
What counts as evidence that a training or certification actually happened?
More than a completion date. OSHA's forklift standard requires the operator's name, training date, evaluation date and evaluator identity on the certification. California's harassment-prevention regulation requires names, dates, the sign-in sheet, certificates and the training provider's name, kept for at least two years. The Evidence Standard doc checks each completion against its own specific rule, not one generic checkbox.
Why doesn't every requirement have an expiry date?
Because not every rule requires one. Federal rules for driver-supervisor reasonable-suspicion training state directly that recurrent training is not required, so once the one session is on file, that row is satisfied permanently. Forcing an expiry date onto it would flag a lapse the underlying rule says cannot occur.
How can one employee be both overdue and current at the same time?
By carrying two separate requirements on two separate clocks. In the worked example, Devon Okafor's forklift evaluation lapsed 110 days before the tracker's snapshot, while Devon's bloodborne pathogens training, on a one-year cycle, is not due for another two months. Both are correct at once because they answer different questions.
What's included in the download, and can it be recomputed after edits?
Two Word documents and three CSV sheets, zipped together. Open the documents in Word, Pages or Google Docs, and the sheets in Excel, Numbers or Google Sheets. Installing the pack with Edit with AI keeps the Expiry Tracker live, so it recomputes cleanly the next time you load a fresh completion export.