Keep a record per person

Store the staff member's role and the training completed, provider, completion date, expiry or review date where relevant, and short notes. Archive former staff rather than mixing them into the active list.

Use reminders for real dates

Expiry reminders are useful when a qualification or course genuinely has an expiry or planned refresh date. Do not invent recurring dates just because software likes green status badges.

Connect training to your procedures

Training evidence is stronger when it reflects the work people actually carry out: animal welfare, handling, medication procedures, emergencies, cleaning, record keeping and any responsibilities specific to your premises.

Review competence, not only certificates

A certificate can show attendance. It does not automatically demonstrate competent day-to-day practice. Keep your training system as evidence and an operational prompt, not as a substitute for management.

Create a simple competence matrix

List the tasks each person may carry out — handling, feeding, medication, emergency response, cleaning, record entry and owner communication — then record the training or supervised experience that supports those responsibilities. This is more useful than a folder of certificates with no connection to the work.

Include household members where their role matters

Home boarding takes place in a domestic environment, so people in the household may interact with boarding dogs even when they are not formal employees. Make sure anyone who is expected to handle or care for dogs understands the relevant procedures and that the business can show how competence is maintained.

Record refreshers and learning from incidents

Training is not only an annual course. A changed cleaning product, new medication procedure, incident review or updated statutory guidance can all create a reason for a briefing or refresher. Record the date, topic and who participated.

Use expiry dates only where they are real

Some courses or qualifications have a defined expiry or recommended renewal date; others do not. Do not manufacture expiry dates just to populate a dashboard. Where no expiry exists, use a sensible internal review date and label it clearly as your own review.

Keep your own licence in charge.

BoardingReady helps organise records and evidence. It does not provide legal advice or guarantee licence compliance. Check the conditions on your licence and current local authority requirements.