Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- IT Training Tracker
- Payment collection
- Credential issuer
IT Training Tracker · Available now
Example screen with sample data
Keep each learner's course and certification record together.
IT Training Tracker keeps a learner's course request, active enrollment, scheduled classes, attendance and assessment results in connected records. Education Administrator maintains the course and learner setup and reviews enrollment requests.
- No per-user fees
- Manual work is free
- Configure it in Proto
OverviewCourse calendar×
IT Training Tracker · Courses
New cour
Course calendar
Courses in one list
Courses in view
6Planned
2Open
2Active
2Planned2
NET-101Network Fundamentals
15 Oct
SEC-305Cloud Security Essentials
26 Oct
Add
Open2
LIN-204Practical Linux Administration
31 Oct
SDS-110Service Desk Foundations
29 Oct
Add
Active2
PYD-210Python for Data Teams
21 Oct
SQL-220Database Query Workshop
14 Oct
Add
NET-101Courses · CRS-18790
PlannedNameNetwork Fundamentals
Starts at15 Oct
Ends at18 Oct
InstructorNikolai Petrov
Enrollment reviewCRS-18790 · NET-101
Education Administrator approves the requested enrollment.
Waiting for Education Administrator
ApproveReturn
- Tables, ready to use
- 12
- Saved views
- 14
- Roles with set permissions
- 5
- Reports and dashboards
- 8
Features
Training work in view
Every feature works on the same records. Pick one to see the screen your team works in.
Learners and enrollments
Move a learner from course request to an active training record.
- Learner
- Request
- Approval
- Learners
- Enrollments
- Courses
OverviewEnrollment requests×
IT Training Tracker · Learners and enrollments
New
Enrollment requests
Enrollments
| Id | Learner | Course | Enrolled at | Status | |
|---|---|---|---|---|---|
| ENR-2026-1042 | Marcus Okafor | Identity Management Basics | 25 Oct | Requested | |
| ATT-2026-0871 | Amira Hassan | Cloud Security Essentials | 20 Oct | Requested | |
| FEE-2026-0438 | Amira Hassan | Incident Response Lab | 21 Oct | Requested | |
| SES-2026-0194 | Marcus Okafor | Identity Management Basics | 28 Oct | Requested | |
| RES-2026-1207 | Leo Navarro | Service Desk Foundations | 29 Oct | Requested |
6 of 6 records
ENR-2026-1042Enrollments · ENR-18002
RequestedLearnerMarcus Okafor
CourseIdentity Management Basics
Enrolled at25 Oct
Courses and sessions
Plan dated courses, instructors and the sessions that deliver them.
- Course
- Session
- Change
- Courses
- Class sessions
- People
OverviewCancelled courses×
IT Training Tracker · Courses and sessions
New
Cancelled courses
Courses
| Course code | Name | Starts at | Ends at | Status | Instructor | |
|---|---|---|---|---|---|---|
| NET-101 | Network Fundamentals | 27 Oct | 30 Oct | Cancelled | Idris Mensah | |
| LIN-204 | Practical Linux Administration | 21 Oct | 29 Oct | Cancelled | Hyejin Park | |
| PYD-210 | Python for Data Teams | 21 Oct | 24 Oct | Cancelled | Celia Romero | |
| SEC-305 | Cloud Security Essentials | 03 Nov | 08 Nov | Cancelled | Esme Laurent | |
| SDS-110 | Service Desk Foundations | 12 Oct | 21 Oct | Cancelled | Lucia Ferrer |
6 of 6 records
NET-101Courses · CRS-98633
CancelledNameNetwork Fundamentals
Starts at27 Oct
Ends at30 Oct
InstructorIdris Mensah
Attendance
Record learner presence against the class session that took place.
- Session
- Learner
- Exception
- Attendance
- Class sessions
- Learners
- Courses
OverviewScheduled sessions×
IT Training Tracker · Attendance
New
Scheduled sessions
Class sessions
| Id | Course | Starts at | Ends at | Room | Status | |
|---|---|---|---|---|---|---|
| ENR-2026-1042 | Database Query Workshop | 20 Oct | 23 Oct | Training room 201 | Scheduled | |
| ATT-2026-0871 | Incident Response Lab | 21 Oct | 29 Oct | Network lab 3 | Scheduled | |
| FEE-2026-0438 | Service Desk Foundations | 03 Nov | 12 Nov | Computer lab 104 | Scheduled | |
| SES-2026-0194 | Database Query Workshop | 24 Oct | 28 Oct | Seminar room B | Scheduled | |
| RES-2026-1207 | Cloud Security Essentials | 13 Oct | 18 Oct | Virtual classroom East | Scheduled |
6 of 6 records
ENR-2026-1042Class sessions · CS-77370
ScheduledCourseDatabase Query Workshop
Starts at20 Oct
Ends at23 Oct
RoomTraining room 201
Assessments
Connect each course assessment to submitted learner scores and review states.
- Assessment
- Submission
- Review
- Assessments
- Assessment results
- Courses
- Learners
OverviewSubmitted results×
IT Training Tracker · Assessments
New
Submitted results
Approval conditions
| Id | Assessment | Learner | Score | Submitted at | Status | |
|---|---|---|---|---|---|---|
| ENR-2026-1042 | Python data cleaning exercise | Leo Navarro | 15 | 23 Oct | Submitted | |
| ATT-2026-0871 | Linux user permissions lab | Leo Navarro | 20 | 19 Oct | Submitted | |
| FEE-2026-0438 | Identity lifecycle case study | Amira Hassan | 65 | 14 Oct | Submitted | |
| SES-2026-0194 | Linux user permissions lab | Marcus Okafor | 75 | 26 Oct | Submitted | |
| RES-2026-1207 | Python data cleaning exercise | Nadia Chen | 60 | 04 Nov | Submitted |
6 of 6 records
ENR-2026-1042Assessment results · AR-35555
SubmittedAssessmentPython data cleaning exercise
LearnerLeo Navarro
Score15
Submitted at23 Oct
Certification records
Keep enrollment requirements and recorded awards linked to the right people.
- Requirement
- Person
- Evidence
- Certification requirements
- Certification awards
- Enrollments
- People
OverviewEnrollment board×
IT Training Tracker · Certification records
New
Enrollment board
Enrollments
Requested2
ENR-2026-1042Hugo Ferreira
ENR-2026-1068Priya Desai
Add
Approved1
ATT-2026-0871Marcus Okafor
Add
Active1
FEE-2026-0438Hugo Ferreira
Add
Completed1
SES-2026-0194Leo Navarro
Add
Withdrawn1
RES-2026-1207Leo Navarro
Add
Fees
Follow learner charges and recorded paid amounts through their fee states.
- Charge
- Payment entry
- Follow-up
- Fees
- Learners
OverviewDraft fees×
IT Training Tracker · Fees
New
Draft fees
Approval conditions
| Id | Learner | Description | Amount | Status | |
|---|---|---|---|---|---|
| ENR-2026-1042 | Marcus Okafor | Network Fundamentals course fee | 30 | Draft | |
| ATT-2026-0871 | Elena Kowalski | Linux lab materials fee | 690 | Draft | |
| FEE-2026-0438 | Marcus Okafor | Python workshop tuition | 130 | Draft | |
| SES-2026-0194 | Amira Hassan | Cloud security assessment fee | 220 | Draft | |
| RES-2026-1207 | Marcus Okafor | Service Desk course balance | 90 | Draft |
6 of 6 records
ENR-2026-1042Fees · FSS-40271
DraftLearnerMarcus Okafor
DescriptionNetwork Fundamentals course fee
Amount30
Process
From course request to learning record
Enrollment to training record ships ready to use. 2 steps need a named approval before the work moves on: Enrollment review (Education Administrator) and Outcome review (Academic Reviewer).
Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.
-
Course planning
Set dates, capacity and instructor before opening the course.
NET-101CRS-18790 · Education AdministratorCourse planningBy Education Administrator -
Enrollment review
Education Administrator decides whether a requested place is approved.
NET-101CRS-18790 · Education AdministratorEnrollment reviewBy Education AdministratorApprovalEducation Administrator approves the requested enrollment. -
Course delivery
Instructor records the class session and each learner’s attendance.
NET-101CRS-18790 · InstructorCourse deliveryBy Instructor -
Outcome review
Academic Reviewer checks the graded learner result.
NET-101CRS-18790 · Academic ReviewerOutcome reviewBy Academic ReviewerApprovalAcademic Reviewer reviews the graded result. -
Certification record
Link requirements to enrollments and awards to people.
NET-101CRS-18790 · InstructorCertification recordBy Instructor -
Fee follow-up
Compare learner charges with recorded paid amounts.
NET-101CRS-18790 · Fee CoordinatorFee follow-upBy Fee Coordinator
Inside a record
Connected training records
Open any cour to see its class sessions, the roles that work on it, its process stages and its approvals on one page.
- 1Record details
Name, Starts at, Ends at and Instructor.
- 2Class sessions
Each line is linked to this cour.
- 3Who works on it
Admin, each with their own permissions.
- 4Process stages
Course planning and Course close, with the role that acts.
- 5Approvals
Enrollment review and Outcome review, with who decides.
Course calendarNET-101×
IT Training Tracker · Courses
Log activity
NET-101
Network Fundamentals · Planned
1
Record details
NameNetwork Fundamentals
Starts at15 Oct
Ends at18 Oct
InstructorNikolai Petrov
2
Class sessions
NET-101
| Id | Course | Starts at |
|---|---|---|
| ENR-2026-1042 | Database Query Workshop | 20 Oct |
| ATT-2026-0871 | Incident Response Lab | 21 Oct |
| FEE-2026-0438 | Service Desk Foundations | 03 Nov |
- Class sessions
- 6
3
Who works on it
- AdminManage Users, People
4
Process stages
- Course planningEducation Administrator, Instructor
- Course closeEducation Administrator
5
Approvals
- Enrollment reviewEducation AdministratorApproved
- Outcome reviewAcademic ReviewerWaiting
Approvals
Decisions with named owners
Reviews graded learning evidence.
OverviewApprovals×
IT Training Tracker · Overview
Approvals
Signed in as Education Administrator
Waiting for you
4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
- AR-35555ENR-2026-1042Submitted2dActions
- AR-35734ATT-2026-0871Submitted2dActions
- AR-19252FEE-2026-0438Submitted4dActions
- AR-62645SES-2026-0194Submitted5dActions
Who approves what
| Decision | Approver | |
|---|---|---|
| Enrollment reviewEducation Administrator decides whether a requested place is approved. | Education Administrator | |
| Outcome reviewAcademic Reviewer checks the graded learner result. | Academic Reviewer |
2 approval rules · set per role in Proto
Roles
A workspace for each role
Everyone opens IT Training Tracker to the work that is theirs. Pick a role to see what it starts with.
Education Administrator
Owns learning operations setup, planning and assigned operational work.
This is the first screen this role sees.
OverviewCourse calendar×
Course calendar
Courses · Education Administrator
Planned2
NET-101Network Fundamentals
15 Oct
SEC-305Cloud Security Essentials
26 Oct
Add
Open2
LIN-204Practical Linux Administration
31 Oct
SDS-110Service Desk Foundations
29 Oct
Add
Active2
PYD-210Python for Data Teams
21 Oct
SQL-220Database Query Workshop
14 Oct
Add
Instructor
Captures assigned learning operations work and evidence.
This is the first screen this role sees.
OverviewCourse calendar×
Course calendar
Courses · Instructor
Planned2
NET-101Network Fundamentals
15 Oct
SEC-305Cloud Security Essentials
26 Oct
Add
Open2
LIN-204Practical Linux Administration
31 Oct
SDS-110Service Desk Foundations
29 Oct
Add
Active2
PYD-210Python for Data Teams
21 Oct
SQL-220Database Query Workshop
14 Oct
Add
Academic Reviewer
Reviews evidence and authorizes eligible domain outcomes.
This is the first screen this role sees.
OverviewSubmitted results×
Submitted results
Assessment results · Academic Reviewer
| Id | Assessment | Learner | Score | Submitted at | Status | |
|---|---|---|---|---|---|---|
| ENR-2026-1042 | Python data cleaning exercise | Leo Navarro | 15 | 23 Oct | Submitted | |
| ATT-2026-0871 | Linux user permissions lab | Leo Navarro | 20 | 19 Oct | Submitted | |
| FEE-2026-0438 | Identity lifecycle case study | Amira Hassan | 65 | 14 Oct | Submitted | |
| SES-2026-0194 | Linux user permissions lab | Marcus Okafor | 75 | 26 Oct | Submitted | |
| RES-2026-1207 | Python data cleaning exercise | Nadia Chen | 60 | 04 Nov | Submitted |
6 of 6 records
Admin
Maintains access and technical configuration for the training workspace.
- Manage Users, People
- View Courses, Learners
Fee Coordinator
Reviews learner charges and payment entries for the training program.
This is the first screen this role sees.
OverviewOpen fees×
Open fees
Fees · Fee Coordinator
Issued3
ENR-2026-1042Sofia Ibrahim
60
26 OctFEE-2026-0438Priya Desai
370
26 OctRES-2026-1207Priya Desai
640
20 OctAdd
Part paid3
ATT-2026-0871Sofia Ibrahim
890
01 NovSES-2026-0194Nadia Chen
810
29 OctENR-2026-1068Amira Hassan
230
03 NovAdd
Reports
Questions the records answer
Read course demand, learning evidence and fee follow-up from connected records.
Overview×
IT Training Tracker · Overview
IT Training Tracker dashboard
This quarter
Fees in view
6Total amount
3,000Issued
3Part paid
3Courses by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Planned | 40 | ||
| Open | 8 | 20% | |
| Active | 3 | 38% | |
| Completed | 1 | 33% |
Number of courses by status
Sample counts per stage
- 01Enrollment status mix
Count enrollments by Status and Course.
- 02Course capacity review
Compare enrollment records by Course with its Capacity.
- 03Session delivery record
Group class sessions by Course and Status across starts at and ends at.
- 04Attendance by course
Group Attendance status through Session and its Course.
- 05Assessment score review
Compare Score with maximum score through Assessment and Course.
- 06Certification expiry list
List certification awards by expires at and Requirement.
- 07Outstanding learner fees
Compare Amount and paid amount on Issued and part paid Fees.
- 08Learner progression
Group Enrollments by Learner and Status.
Who it's for
Training teams and providers
See how IT Training Tracker fits your kind of team.
Controls
Review each handoff
Each stage of enrollment to training record names the role that acts and the status it records, so a change is never anonymous.
OverviewEnrollment to training record×
IT Training Tracker · Process
Enrollment to training record
Each stage, the role that acts and the status it records
Process stages
10Approval steps
2Roles involved
4Tables touched
11Course planning
Education Administrator, InstructorStatusPlanned → Open
RecordsCourses
Enrollment reviewApproval
Education AdministratorStatusApplicant → Enrolled
RecordsEnrollments, Learners
Course delivery
InstructorStatusScheduled → Delivered
RecordsClass sessions, Attendance
- StartCoursesCourse planningPlanned → Open
- ApprovalEnrollmentsEnrollment reviewApplicant → Enrolled
- StepClass sessionsCourse deliveryScheduled → Delivered
- ApprovalAcademic ReviewerOutcome reviewGraded → Reviewed
- StepFeesFee follow-upIssued → part paid → Paid
AI agent
Help for the next action
Use Proto to help prepare and inspect the training cycle.
It can
- Education Administrator: Prepare the first course setup and identify requested enrollments for review.
- Instructor: Find scheduled sessions and submitted results that need the instructor's attention.
- Academic Reviewer: Bring graded results and their linked assessments into the review queue.
- Fee Coordinator: Summarize issued and partly paid learner fees for follow-up.
Stays with a person
- People decide whether to approve enrollment and whether a graded result is ready for review.
- The assistant can prepare the connected records and show the current status, but the named owner makes the decision.
- Check references and dates before recording a change.
Show the requested enrollments for the first open course, including each learner and current status, so the Education Administrator can review them.
People decide whether to approve enrollment and whether a graded result is ready for review.
Data model
Your data, in tables you can change
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 12 tables12tables
- Learners and enrollments3
- Courses and sessions3
- Attendance4
- Assessments4
- Certification records4
- Fees2
Implementation
Roll out one team at a time
Start with one team and one process, then add the rest once the basics are running.
Set up people and access
Confirm Education Administrator, Instructor and Academic Reviewer assignments; add the people who teach the first course.
Prepare the course
Enter dates, capacity and instructor, then schedule its sessions and assessment.
Rehearse enrollment
Create a learner and requested place; after approval, update the learner and inspect the new active enrollment.
Record learning
Deliver a session, capture attendance and submit a score for academic review.
Check follow-up
Inspect one certification requirement or award and one learner fee if those records are in the first operating cycle.
Pricing
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
- No per-user or per-seat fees
- Viewing, editing, approving and exporting records in the app is free
- Pay only for machine work: API calls, imports, workflows and AI agents
- Prepaid credits from $5. Purchased credits never expire
Machine work rate card Included per $1 of credit
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
How do I get started?
Click Get started, then use Proto to configure IT Training Tracker for your business. Begin with one course, its instructor, a small learner group and the first scheduled session.
What does an enrollment connect?
An enrollment links a learner to a course and carries its own date and status. Keep that link when the learner joins another course.
Who reviews course requests?
Education Administrator reviews the requested place. After approval, the administrator marks the learner Enrolled and creates an active enrollment for that course.
How are classes scheduled?
A course has a date range and instructor. Each class session has its own start, end, room and delivery status.
How is attendance recorded?
Instructor records Present, Absent or Excused against a learner and a class session.
What happens to assessment results?
Instructor submits a learner score against a course assessment. A graded result then goes to Academic Reviewer for review.
How do certification records connect?
A requirement belongs to an enrollment. An award links a person to a requirement and can include award and expiry dates plus a certificate attachment.
How are fees followed up?
A fee links to a learner and keeps its charge amount, paid amount, due date and status together.
Can I review progress across courses?
Use the enrollment, session, attendance and result reports to inspect current states and follow up with the responsible person.
Set up IT Training Tracker your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.