Founding offer — 25% off applied automatically at checkout. Ends 1 November 2026 or after our first 30 orders. See pricing →
← Back to Attestation Core Changelog Skip to document content

Trainer / Assessor Guide

This guide is for you if you’re a trainer, assessor or other staff member whose compliance records your organisation keeps in Dantian Attestation Core. Your organisation may call you a “Staff Member” instead; the steps are the same.

You do everything through the staff portal: a few pages on your organisation’s website. You never need the WordPress admin area, and you can only ever see your own records.

Getting started

Logging in

Your administrator will give you the website address and a username. When you log in, you’re taken straight to your Compliance dashboard. If you see “Your account is signed in but no active compliance profile is linked to it.”, your administrator still needs to link your account to your profile. Let them know.

What you’ll see

Your dashboard says hello and shows tiles for each part of your compliance. Select a tile to open that section.

Tile What it tells you Where it takes you
Documents How many of your documents are current, expiring or expired My Documents
Evidence (or Upskilling evidence) How much evidence is pending review or has been returned My evidence submissions
Units currency (RTOs) How many of your units are current, approaching a gap or in a gap My Profile
Submit Evidence — The evidence form
My Profile — Your read-only profile
Development plan / Upskilling plan, My Compliance Record, My Compliance Calendar Shown if your organisation has Pro Those pages

Below the tiles is the Sign & Attest panel (see Sign & Attest).

First-login checklist

  • [ ] Open My Profile and check your details, credentials and workforce categories. Tell your administrator if anything’s wrong, because you can’t edit them yourself
  • [ ] Open My Documents and upload anything marked Missing
  • [ ] Sign & Attest on your dashboard, if your organisation asks you to
  • [ ] Ask your administrator when this year’s plan is due (if your organisation uses plans)

Your routine

You won’t need the portal every day. Most people log in when:

  • a reminder email arrives
  • they finish some professional development
  • their plan is due

Upload or renew a document

  1. Open My compliance documents (My Documents). Each required document type shows its status: Verified, Awaiting verification or Missing.
  2. Click Upload (or Upload new followed by the document name, to replace one).
  3. Enter the Expiry date if the document has one, and the Issued date if you like. Then choose the file.
    • Accepted files: PDF, JPG, PNG, DOC, DOCX, up to 25 MB.
    • The expiry date can’t be in the past. If your document has already expired, upload the renewed one.
  4. Submit. You’ll see “Document uploaded. Awaiting administrator verification.”

Your administrator checks the file and marks it Verified. Reminder emails are sent as your expiry dates get close, so upload renewals as soon as you have them. See Document management.

Record evidence of your professional development

Submit evidence whenever you do something that keeps you current, for example a course, a webinar, industry work or a conference.

  1. Open Submit evidence.
  2. Choose a Type. At RTOs the types are usually “Training & Assessment Currency” and “Vocational Currency”; other organisations see their own categories.
  3. Enter a Title, the Date of activity and a Description of what you did and how it keeps you current.
  4. Attach a Supporting document if you have one, such as a certificate or program (optional).
  5. If the type is linked to units, tick every unit this activity supports. Your administrator can adjust this when they review it.
  6. Submit. You’ll see “Evidence received. Your administrator will review and validate it.”

Track progress on My evidence submissions:

  • Each item shows Pending review, Validated, Partially validated or Returned.
  • Any comment from your administrator appears with the item.
  • If something is Returned, read the comment and use Submit new evidence to send an improved version.

See Evidence submission.

Sign & Attest

If your organisation uses declarations, tick “I declare that the credentials and documents on record are current, accurate, and complete to the best of my knowledge.” on your dashboard and click Sign & Attest. The panel then shows when you last signed (in UTC), and you can Re-sign today whenever your records change. See Sign & Attest.

Submit your annual plan (Pro, if your organisation uses plans)

  1. Open the Annual Plan page (it may be called a Currency Plan or Development plan).
  2. Add your planned activities in each section: “Professional development” and “Practical experience” by default, or T&A currency and Vocational currency at RTOs. Use Add activity for more rows.
  3. Click Save draft at any time to come back later.
  4. When you’re ready, tick the declaration and click Submit plan. The plan locks while your administrator reviews it.

If it’s returned, you’ll get an email, the plan unlocks, and the Administrator comment explains what to change. See Annual currency plans.

Key features for staff

My Profile

A read-only snapshot of your record:

  • credentials held
  • documents on file
  • workforce categories
  • at RTOs, the units you’re assigned to deliver or assess and your currency for each

Changes go through your administrator. See The staff portal.

My Documents and My evidence submissions

Everything you’ve uploaded, with its status. You can download your own files at any time. Files are stored privately and only you and your administrators can open them.

My Compliance Record (Pro)

Click Download My Compliance Record to get a PDF of your whole record:

  • profile
  • credentials
  • units
  • documents
  • evidence history
  • plan history

It’s handy if you work for more than one organisation. See Reporting.

My Compliance Calendar (Pro)

Your document expiries and plan due dates, shown as a Month or Week view. You can filter it by document type. See Compliance calendar.

Upskilling plan (Pro, administrative staff only)

If you’re in an administrative role, your administrator may set you an upskilling plan instead of an annual plan. You can see its activities and your progress on the Upskilling Plan page. See Administrative staff and upskilling plans.

What you can’t do (and don’t need to)

  • See anyone else’s records
  • Validate your own evidence or approve your own plan
  • Change your credentials, workforce categories or unit assignments
  • Use the WordPress admin area

Your administrator handles all of these. See User roles and permissions.

Getting help

If you can’t get into the portal, can’t find a page, or something looks wrong:

  1. Log out and back in. You must be logged in to see your portal.
  2. Check Troubleshooting. It explains the messages you might see, such as upload errors.
  3. Contact your compliance administrator. They can check your account link, your documents and your portal pages.

Was this helpful?