Some courses must be verified or 'validated' either by someone in your company or by an external assessor so that the final operator's certificate can be generated and the course completed. Validation is simply a declaration that the trainee has completed a relevant practical assessment to the standard required by your company, and you do this in our software.


Such courses have a practical assessment in the presence of that person. Examples are:

Forklift operator's certificate

EWP operator's certificate

Electric pallet jack operator's certificate

Excavator operator's certificate

Sideloader operator's certificate

Truck loader crane operator's certificate

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Have you downloaded the practical assessment checklist? It's in Manage > Documents and checklists. If you can't see it, please contact the account holder to give you access. 


How to validate a course and download the operator's certificate

You must be a manager or account holder to validate a course; the trainee taking the course cannot validate it.

You're the main account holder and you have trainees

You can validate any trainee's course, but you cannot validate your own. To validate your course, you need to invite a manager (click here to find out how).

If you have managers, make sure you've set the permission 'edit trainee' in Site Settings, otherwise managers will not be able to do course validations.

You're a manager

You'll be able to validate courses for trainees in groups you are permitted to manage, as long as the main account holder has allowed you to 'edit trainees'.

You purchased a course for yourself and you don't have a company account

You first need to invite a manager by clicking on Share Your Profile. The manager will be able to do the validation and then you can download the operator's certificate.

You purchased or assigned a course to yourself as part of a company account

You can't validate your own training, but a manager (or, if you are a manager yourself, the main account holder) can validate it for you. Invite a manager, make sure they have the 'edit trainee' permissions in Site settings.

You're a trainee who was assigned a course at work

  1. Check the description of the course to see what is recommended. You may need to contact a specific person in your company, someone in an external assessment agency, or the person who provided the course.
  2. A course cannot be validated until all modules have been completed 100%.

Internal validation - using a supervisor or other authorised person

  1. Log in as a manager or the account holder.
  2. Go to Manage > Trainees and courses
  3. Under Course and trainee options click on Manage trainees for the course you'd like to create the operator's certificate for.
  4. Locate the user.
  5. Click on Trainee options, then Validate (note: if this is grey the user has not completed all modules 100%; if it says Revalidate then someone has already validated it; if it does not appear, the course does not need to be validated)
  6. Fill out the form.
    • Check the trainee's name appears at the top - if they haven't entered their name, contact them and get them to add it in their Profile otherwise it won't appear on the certificate
    • Name of the designated assessor who assessed the course (required): Enter the name here. It will appear on the certificate
    • Assessor's company/employer (required): Enter the name of the company
    • Upload a document: you may want to upload a scan or photo of a worksheet (e.g. a practical assessment result), driver licence or another document. You can only upload one file
    • Choose a date: This is the assessment date. Make sure this is accurate because some assessments are only valid for a certain time period. The expiry date will automatically fill in 3 years from today's date.
    • Enter in any vehicle details and licence details, if relevant (these are optional fields)
    • Trainee has passed all online modules (required) - this should be selected by default
    • Trainee has passed a practical assessment related to the course (optional based on your requirements)
    • Trainee meets all other requirements for the course - check the description of the course to see if there are any specific requirements such as age, unit standards, etc. By checking this, you are happy with the trainee's knowledge and skills.
    • Type your name - this will appear at the bottom of the validation statement so that people know who completed the validation form
  7. Click Generate operator's certificate. This will generate a PDF to confirm the user has completed all modules, passed a separate theory test (if applicable), passed a separate practical test (if applicable) and meets all other requirements for the course (e.g. age, IELTS, etc). Note that it will store data about who validated the course.

Using someone outside your organisation to do the validation

The account holder must invite an external manager to manage trainees. This manager will be able to then follow the same process as an internal validation. An external manager can use any email address that isn't already used as an account holder or trainee.


If you are using TR Driver Training for an F endorsement course, they will supply a certificate separately and you can fill in the validation form with the trainer's details.


Downloading your ID card

Some courses also produce an ID card which can be downloaded by clicking the ID card button.

The certificate # will match the number on the operator's certificate. You will need to print and laminate this as we do not provide a plastic card.

Downloading your operator's certificate

You can go to Your courses and click on Operator's Certificate to download your certificate once it's validated. This will download a PDF which will have your name in it and the name of the course you are validated for. It will look similar to this. 

The driver ID is the person's username. 

The certificate # is a unique ID for this course. It enables us to validate that a person has done the course. 


Validate button is grey. What can I do?

The only reason the validate button is grey is that the trainee has not completed the course. Usually, they will have missed one module (frequently the first one in the forklift operator's certificate, as shown below).

You can view which module it is by clicking on View (above the Validate button). 

Look at which modules show either a grey or yellow bar rather than a green bar. Get the trainee to log in and complete those modules, then the validate button will turn green.