Rail Intel is launching in April 2027

Rail Intel / Add-ons / Trainee Driver

Add-on module

Run the full trainee programme, from policies to portfolio.

The Trainee module guides you through a five-step pathway: policies and agreements, training schedules, groups, enrolment and training-cycle assignment. Once live, each trainee gets a portfolio for policies, equipment, modules, attendance, train logs and reporting.

Note. Core Rail Intel already includes trainee hours and daylight/darkness progress on the Experience Records tab. This module adds the programme management around it.

How the module works

Scroll through each step below — the same pathway as the module, top to bottom. Policies first, then schedules, groups, enrolment and training-cycle assignment. Optional equipment can be prepared before enrolment.

Start here

Trainee Module hub

The module dashboard shows all five steps at a glance — policies, schedules, groups, enrolment and training cycles — with live status for each.

The Trainee Module hub — five connected steps from setup to live monitoring.
The Trainee Module hub — five connected steps from setup to live monitoring.

Step 1

Policies & agreements

Must exist first. Trainees sign these when they start — Module 1 and other training activities cannot begin until required policies are signed.

6 ready

  • Required policies and agreements configured before enrolment.
  • Default templates for SRS, job description, mobile device policy and more.
  • Custom agreements can be uploaded, edited or deactivated.
Manage required policies — view, upload, edit or deactivate each item.
Manage required policies — view, upload, edit or deactivate each item.

Optional

Equipment catalogue

Prepare items for trainees to sign when issued. Adopt a global template from the platform catalogue or create custom equipment.

  • Global templates such as Train Driver (10 items) added in one action.
  • Custom equipment for anything specific to your operation.
  • Signed on issue — tracked on the trainee portfolio Equipment log tab.
Adopt the Train Driver equipment template or build your own catalogue.
Adopt the Train Driver equipment template or build your own catalogue.

Step 2

Training schedules

Build the programme first — set a start date and Rail Intel projects the full timeline automatically, bank holidays and working-day rules included.

1 schedule

  • Five-module pathway from Personal Track Safety through to Driving Instructor / Shift Pattern.
  • Calendar view — every projected training day colour-coded by module.

Automatic scheduling

One start date. Full timeline.

Place a start date and Rail Intel looks up upcoming bank holidays, applies each module's working-day rules and projects every training day — no manual calendar work.

Course pathway with module durations, modes and status.
Course pathway with module durations, modes and status.
Training calendar with modules, weekends and bank holidays marked.
Training calendar with modules, weekends and bank holidays marked.

Step 3

Groups / classes

Label cohorts of up to 10 trainees after a schedule exists. Each group ties enrolment to a named intake.

2 groups

  • Named cohorts such as Class 1 or Euston Intake.
  • Capacity tracking — see how many places are filled.
  • Edit or remove groups as intakes change.
Training groups with capacity badges and trainee lists.
Training groups with capacity badges and trainee lists.

Step 4

Allocate trainees

Enrol trainees onto a schedule and assign them to a group. Link a driving instructor and start date; assign a training cycle now or in step 5.

1 enrolled

  • Select trainee, schedule and group in one enrolment form.
  • Optional instructor from Instructor or Senior Driver Instructor roles.
  • Welcome email sent to the trainee on enrolment.
Enrol a trainee — schedule, group, instructor, cycle and start date.
Enrol a trainee — schedule, group, instructor, cycle and start date.

Step 5

Assign training cycle

Link each person to a live training cycle so monitoring and assessments can be captured. Filter by group and class to manage allocations.

All linked

  • Search and filter trainees by name, course and class.
  • Manage or view the linked competency cycle.
  • Monitoring ready once the cycle is linked.
Assign and manage training cycles per trainee.
Assign and manage training cycles per trainee.

Live programme

Trainee portfolio

Once enrolled, each trainee gets a portfolio: policies, equipment log, modules, attendance, train log and report — with experience hours, instructor allocation and compliance status at a glance.

  • Policies & agreements — signed before modules begin.
  • Experience hours against your company standard, daylight and darkness.
  • Tabs for equipment, modules, attendance, train log and report.
Trainee portfolio with progress, instructor, policies and module tabs.
Trainee portfolio with progress, instructor, policies and module tabs.

On QA verification reports

Trainee add-on module manages the programme; it is not a standalone compliance audit. When the QA Verifications add-on is purchased and activated, verification runs can check trainee programme compliance against live record data.

Trainee-related outcomes, such as unsigned policies, portfolio gaps and programme status, form part of the employee verification report alongside competency, medical and licence sections, with run history retained for audit.

  • QA Verifications is a separate add-on — activate it from the Add-ons page when you need structured checks.
  • Compliance checked on demand against the trainee portfolio and related employee record data.
  • Included in the verification report with section-level outcomes, not a separate spreadsheet.
About QA Verifications
Your team's compliance on the dashboard — live review and advisory counts per employee when QA Verifications is active.
Your team's compliance on the dashboard — live review and advisory counts per employee when QA Verifications is active.

Frequently asked questions

What is included in the Trainee Driver module?

Policies and agreements, training schedules with automatic calendar projection, groups, enrolment, training-cycle assignment and a live trainee portfolio with train logs and reporting.

Does core Rail Intel already track trainee hours?

Yes. Experience Records cover trainee hours and daylight or darkness progress. The Trainee Driver module adds programme management around that core capability.

How are bank holidays and non-working days excluded from the training schedule?

When you set a start date for a training schedule, Rail Intel projects the full pathway forward from that day. Upcoming bank holidays are picked up automatically, and each module's working-day rules determine which days count as training days, weekends and other non-working days are skipped so sessions are not placed on them. The calendar updates instantly, with holidays and skipped days marked, so you do not need to rebuild the timeline manually when a bank holiday changes.