Tracking and reminders for safety training completion

**Purpose**

1.1. Automate tracking and reminder notifications to employees, contractors, or tenants regarding mandatory safety training for compliance in apartment complexes under corporate management.
1.2. Centralize safety training records from multiple sources, consolidate completion status, and promptly inform responsible parties of outstanding training.
1.3. Reduce manual intervention in monitoring, escalate past-due cases, feed records to compliance logs, and generate reports for audits.

**Trigger Conditions**

2.1. New hire onboarding triggers initial training assignment.
2.2. Schedule-based triggers (e.g., quarterly or annual re-certification windows).
2.3. Completion status check (mark as “incomplete” after deadline).
2.4. Receipt of external training completion certificate via email or upload.
2.5. API webhook from LMS (Learning Management System) update.
2.6. Manual override triggered by HR or compliance officer.

**Platform Variants**

3.1. **Twilio (Programmable SMS API)**
• SMS reminders; configure webhook for sendMessage (e.g. POST to /Messages with training, employee name, deadline, phone).

3.2. **SendGrid (Mail Send API v3)**
• Automated email alerts; configure dynamic templates and POST /mail/send endpoint with recipient, subject, and deadline data.

3.3. **Slack (Incoming Webhooks or Reminders API)**
• Direct message reminders; POST JSON payload to webhook URL in relevant compliance or HR Slack channel.

3.4. **Google Calendar (Events API)**
• Auto-create calendar events/invites; use insert event endpoint for due dates and reminders.

3.5. **Microsoft Teams (Connector & Messaging API)**
• Auto-post actionable cards for overdue training; configure webhook and POST adaptive card JSON.

3.6. **ActiveCampaign (Automations & Email API)**
• Trigger workflow based on training deadlines; utilize /api/3/contactAutomations to enter sequence.

3.7. **Salesforce (Process Builder, Flows, or REST API)**
• Case assignment and reminder triggers; PATCH to /services/data/vXX.X/sobjects/Event for tasks.

3.8. **Airtable (Automations, Scripting API)**
• Track completions and send email reminders; use run script action to filter and send notifications.

3.9. **Notion (Database Update and Reminders API)**
• Store and update training records; PATCH database with completion, add reminder property.

3.10. **Workday (Webhooks or REST API)**
• Update personnel compliance status; POST to /workers endpoint, trigger integration for reminders.

3.11. **BambooHR (Webhooks and Custom Reminders API)**
• Automated notification to staff or manager; use webhook to POST incomplete status.

3.12. **Asana (Tasks API)**
• Assign and track training as tasks; POST to /tasks endpoint with due date/assignee.

3.13. **Trello (Card Automation, Actions API)**
• Create cards for each person due; configure POST to /cards with list, due, description.

3.14. **Monday.com (Automations & Notifications API)**
• Push reminders as board item updates; POST item update with deadline to /v2/boards.

3.15. **Zapier (Automation Triggers; Webhook app or Email parser)**
• Multi-app workflow trigger; POST to webhook with user, deadline, and status for flow execution.

3.16. **DocuSign (Envelope Creation & Notification API)**
• Training acknowledgment required; POST to /envelopes, auto-send reminder email for signature.

3.17. **Smartsheet (Rows & Alerts API)**
• Log and monitor status; use POST /sheets/{sheetId}/rows and set conditional alerts for incomplete.

3.18. **HubSpot (Workflows & Email API)**
• Auto-enroll contacts in reminders sequence; use POST to /crm/v3/objects/emails for notification.

3.19. **Zendesk (Ticket/Task Reminders API)**
• Create reminder tickets for compliance tasks; POST to /api/v2/tickets with due and status.

3.20. **Mailchimp (Automation API)**
• Schedule bulk training reminders; POST to /automations/{workflow_id}/emails/queue for campaign.

3.21. **ServiceNow (Flow Designer, Notification API)**
• Push notification of overdue training; execute POST /api/now/table/task with assignment.

3.22. **Toggl Plan (Tasks & Alerts API)**
• Assign deadlines for training; POST to /api/v8/tasks, configure notification alerts.

3.23. **Zoom (Meeting & Webinar Registration API)**
• Auto-register user for live safety training; POST registration, set reminder flags.

**Benefits**

4.1. Increases training compliance rates with automated, multi-channel reminders.
4.2. Reduces administrative workload by centralizing workflows and notifications.
4.3. Minimizes risk of non-compliance by systematic tracking and escalation.
4.4. Facilitates audit readiness and reporting with up-to-date digital records.
4.5. Enhances accountability and transparency in multi-unit housing corporate management.