MEWP Training Records by Category, Not “IPAF Valid”
Track MEWP operator categories — 3a, 3b and the rest you actually use — with PAL or equivalent evidence and expiry. A scissor-lift ticket is not a boom ticket.
- Categories recorded individually
- PAL or equivalent evidence on the worker
- Reminders before retraining, not after
- Import the operator list you already keep
14-day free trial. No card required.
| Worker | CSCS | IPAF | PASMA | First Aid | Asbestos |
|---|---|---|---|---|---|
| Ahmed KhanHVAC Engineer | 12 Aug 28Current | 18 daysExpiring soon | 03 Feb 28Current | 19 Sep 27Current | MissingMissing |
| John SmithSite Supervisor | 04 Jun 29Current | 22 Jan 28Current | 42 daysExpiring soon | 42 daysExpiring soon | 11 Nov 27Current |
| Sarah JonesElectrician | 28 Oct 28Current | 16 May 28Current | 16 May 28Current | 02 Dec 27Current | 09 Jul 28Current |
| Peter BrownGeneral Operative | ExpiredExpired | 14 Apr 28Current | MissingMissing | —Not required | 21 Jan 28Current |
The machine on site is the question
Allocating a boom to someone ticketed only on scissors is a category problem, not a date problem. Keep 3a and 3b as separate requirements.
Roles & requirements
4 roles · defined by your organisation
Electrician
12- ECS Gold Card
- CSCS
- 18th Edition
- First Aid
- Asbestos Awareness
HVAC Engineer
9- F-Gas Cat I
- CSCS
- IPAF 3a/3b
- PASMA
- Asbestos Awareness
Site Supervisor
6- SSSTS
- CSCS
- First Aid at Work
- Fire Marshal
- Asbestos Awareness
General Operative
26- CSCS
- Manual Handling
- Asbestos Awareness
Retraining is not a stamp
Expired MEWP tickets usually need a course, not an admin refresh. Late discovery costs a person for a day you already sold.
FieldClear
to you · Monday, 08:00
3 worker certificates need attention
- Expires in 28 days
Ahmed Khan
IPAF
- Expires in 42 days
John Smith
First Aid
- Expired yesterday
Peter Brown
CSCS
You are receiving this because you manage training records for Northgate Mechanical. Reminder timing is set by your organisation.
Familiarisation still sits outside the matrix
A current category is not familiarisation on that specific machine. Track the ticket here; run familiarisation in your own process.
- Category on the requirement
- Date from the card
- File attached
Ahmed Khan
HVAC Engineer · Mechanical · Employee
CSCS Skilled Worker Card
Expires 12 Aug 2028cscs-card-akhan.pdf
IPAF 3a / 3b
Expires 25 Aug 2026ipaf-3a-3b.pdf
F-Gas Category I
Expires 30 Apr 2029fgas-cat1.pdf
Asbestos Awareness (Category A)
No record heldNo evidence attached
How it works
From spreadsheet to live matrix in minutes.
No implementation project. No onboarding calls. Start with the file you already maintain.
Step 1: Upload your matrix
Import your existing Excel or CSV file.
Step 2: We organise it
Map workers, roles, requirements and expiry dates.
Step 3: See what needs attention
Instantly see expired, expiring and missing requirements.
Quick answer
MEWP training records in FieldClear means tracking which powered-access categories each operator holds, when they expire, and where the card is. It commonly means IPAF PAL cards, but you can name whatever scheme you assign. FieldClear does not certify operators or replace familiarisation.
One IPAF column
The common spreadsheet has a single IPAF date. It looks tidy and hides the machine. Category-level rows make it possible to filter operators for the kit that is actually arriving tomorrow.
Track categories; familiarise on the machine
- Create a requirement per category you actually use.
- Import operators and dates.
- Attach PAL or equivalent images.
- Filter by category before allocating a MEWP.
- Set reminders with course-booking lead time.
What FieldClear does not do
- It does not certify MEWP operators.
- It does not replace familiarisation on a specific machine.
- It does not decide which scheme a site accepts.
You can keep using Excel. But Excel won’t chase expiries for you.
Excel is flexible, familiar and free, which is exactly why almost every contractor starts there. The limitation isn’t the spreadsheet — it’s that a spreadsheet can only tell you what someone last typed into it.
Keeping it up to date
ExcelManual updatesFieldClearLive matrixShowing status
ExcelManual colour codingFieldClearAutomatic status updatesExpiry warnings
ExcelNo automatic remindersFieldClearExpiry reminders before the dateCertificates and evidence
ExcelStored elsewhereFieldClearAttached to the worker recordVersions
ExcelEasy to create multiple versionsFieldClearSingle source of truthFinding what matters
ExcelHard to see what changedFieldClearFilters and actionsHistory
ExcelNo audit historyFieldClearActivity history
Plenty of contractors run a perfectly good spreadsheet for years. The question isn’t whether Excel works — it’s whether anyone is checking it the week something quietly expires.
Pricing
Simple pricing based on workforce size.
Every plan includes the whole product. The only thing that changes is how many workers you’re tracking.
Starter
£29/month
Up to 25 active workers
For smaller contractors moving off a single spreadsheet.
- Most common
Growth
£59/month
Up to 75 active workers
For growing teams with several roles and requirement sets.
Pro
£99/month
Up to 200 active workers
For established contractors managing multiple teams and sites.
Every plan includes
- Live training matrix
- Certificate and evidence storage
- Expiry reminders
- Spreadsheet import (Excel or CSV)
- Roles and assigned requirements
- Users and permissions
- Activity history
- Filters, search and saved views
- Data export
- Email support
14-day free trial. No card required.
Questions people ask before signing up
Can I get reminders before certificates expire?
Yes. The system monitors expiry dates and sends reminders in advance. You choose how far ahead reminders are sent and who receives them.
Can I store certificates?
Yes. Attach supporting evidence such as PDFs and images to worker records, so the certificate sits alongside the expiry date rather than in a separate folder.
Can I import my existing Excel training matrix?
Yes. Upload an Excel or CSV file, map the columns to workers, roles, qualifications and expiry dates, then preview the result. Nothing is created until you confirm the import.
Does the software tell me which qualifications are legally required?
No. The system helps you track the requirements your organisation assigns. You remain responsible for determining what applies to your workers and activities. We do not provide legal or health and safety advice.
Can I track subcontractors?
Yes. Workers can be recorded as employees, subcontractors, agency workers or other worker types, and you can filter the matrix by type.
How does the free trial work?
You get 14 days with the full product and no card required. Import your matrix, invite colleagues and see whether it fits how you work. If you do nothing at the end of the trial, the account simply stops.
Your training matrix already exists. Make it useful.
Upload your spreadsheet and turn it into a live view of who’s current, what’s expiring and what needs attention.
14-day free trial. No card required.