Keep the workbook
Use it for as many people as you need. Add rows and maintain the dates yourself. Nothing expires or becomes locked.
Free Excel download · Made for your team
Have a free training matrix
template on us.
Keeping track of everyone’s training is enough of a job without building a spreadsheet from scratch. We’ve put together an editable Excel template to help you organise your team’s records and see what needs a closer look.
This is an Excel spreadsheet you complete yourself. Orgma Shared is our separate online software: it collects inductions, reads certificate details for your review and keeps approved records and evidence together. Try the software free if that is what you are looking for.
- Expiry colours that update as dates approach
- Clear codes for missing evidence and N/A
- 50 prepared rows, with room to add more
- A short guide to get your first team set up
The full workbook is free to keep. No card, password or Orgma account needed.
Take a look inside ↓Start with the spreadsheet
Where should we send it?
We’ll email you the Excel workbook and a short setup guide. This download does not create an Orgma software account.
Your email is required for delivery. Your request includes one follow up. Ongoing tips and offers are optional. See how Orgma uses your information.
Request received
Check your inbox.
Your request includes the workbook and one follow up from our team about Orgma Shared.
We’ve queued your workbook link for .
- Open the email from Orgma.
- Choose “Open my workbook”.
- Download the Excel file and follow “Start here”.
Allow a few minutes and check your junk folder. The link works for 48 hours. Keep using the downloaded workbook for as long as you like.
Please wait a minute before requesting another link.
A preview before you download
A clear place for every date.
Rename the training columns to match your roles and projects. Record what the evidence says, then use the colours to decide what to review.
| Person | First aid | IPAF | Asbestos awareness | Evidence reference |
|---|---|---|---|---|
| Alex Morgan | Later expiry | Due soon | N/A | Alex / certificates |
| Sam Taylor | Missing | Later expiry | Not reviewed | Sam / certificates |
Editable warning periodUK date formatNo macrosExcel .xlsx file
Dates are a review aid. A green cell does not establish competence or verify a certificate. You decide the requirements and check the evidence.
When you’re ready to let Orgma do more
A template gets you organised. Orgma helps you stay that way.
We’re giving you the template because a good spreadsheet can make life easier. But the work doesn’t stop once you’ve filled it in. New certificates arrive, dates change, and the next update is always waiting.
That’s where Orgma Shared comes in. Upload your certificate photos or PDFs and let Orgma read the details for you. Check and confirm them, then see your training matrix take shape with the original evidence alongside it. Less retyping and searching through folders, more time for the important stuff.
You can try Shared’s Free plan with up to five people while your spreadsheet still holds your whole team. Create and confirm your account, then we’ll help you get started with your first certificate.
Illustrative example · Fictional data
From certificate to checked record
- Person read
- Alex Morgan
- Training read
- First aid certificate
- Expiry read
- Check against original
- Next action
- Review and confirm
Orgma suggests the details. You make the final check.
Try one certificate in Shared Free ↗5 total people · 2 users · 25 introductory reading pages · 100 MB storage. Five monthly reading pages from the following month. See all limits and plans.
Choose what works for your team
Start where you are. Make life easier as you go.
Try Shared’s Free plan
See whether reading certificates and keeping the originals with the records helps your team. Start with up to five people.
Grow when you need to
Move to a paid Shared plan when you need room for more people, users, reading pages or evidence. Plans start at £59 per month excluding VAT.
Before you get started
Is the complete template really free?
Yes. You receive the full editable Excel workbook with the matrix and setup guide. It has no expiry or paid unlock. An email address is required so we can send your download link.
Do I have to join the mailing list?
No. We need your email to deliver the workbook. Your template request includes one follow up email from Orgma. The notice above the request button explains this. Only tick the additional box if you also want the practical email series and occasional tips and offers. You can stop emails at any time using the unsubscribe link.
Can I add more than 50 people?
Yes. Copy the last prepared row down, including its formulas and formatting. The spreadsheet has no licence limit on people. Orgma Shared’s Free plan is a separate online service with its own limits.
Will it work in Google Sheets?
It is an Excel .xlsx workbook. Google Sheets can import this format, but check the date formats, formulas and colours after importing. We have verified the Excel file structure and calculations; we have not tested a Google Sheets import.
Can I move my records into Orgma later?
Orgma has a spreadsheet import preview. For a team larger than five people, try a copy containing a small sample in Free, or choose a suitable paid plan. Check the detected people, qualification columns and dates before saving. Original certificate files need to be added separately. The workbook guide explains how to prepare an import copy.
What if I already have a spreadsheet?
You can keep it and try Orgma’s import preview, or start by uploading one certificate. You do not need to retype everything into this template first.