Live demo screen
Training Dashboard
Org-wide training completion against the catalog, with a per-training matrix and a per-staff status table.
TRAINING COMPLIANCE
Completion status across the organization's training catalog.
Overview
Completion by Training
| Training | Completed | Due | Expired | Upcoming |
|---|---|---|---|---|
| Billing | 2 | 0 | 0 | 0 |
| Compliance | 1 | 0 | 0 | 0 |
| Confidentiality | 0 | 0 | 1 | 0 |
| Documentation | 1 | 0 | 1 | 0 |
| HIPAA | 2 | 0 | 1 | 0 |
| Motivational Interviewing | 2 | 0 | 0 | 0 |
| Orientation | 1 | 0 | 0 | 0 |
| Trauma-Informed Care | 0 | 0 | 1 | 0 |
By Staff Member
| Staff member | Training | Status | Completed |
|---|---|---|---|
| Alicia Barrett | Documentation | Completed | January 8, 2026 |
| HIPAA | Completed | November 13, 2025 | |
| Trauma-Informed Care | Expired | January 14, 2025 | |
| Confidentiality | Expired | February 27, 2024 | |
| Terrence Blake | Billing | Completed | April 29, 2026 |
| Motivational Interviewing | Completed | November 10, 2025 | |
| Compliance | Completed | October 19, 2025 | |
| Orientation | Completed | October 9, 2025 | |
| HIPAA | Expired | December 27, 2024 | |
| Marcus Ellison | Motivational Interviewing | Completed | May 2, 2026 |
| Billing | Completed | April 23, 2026 | |
| HIPAA | Completed | December 6, 2025 | |
| Documentation | Expired | August 28, 2024 |
No install, no card, no sales call first.
Take CaseSteward for a spin
You get 20 minutes signed in as a real staff member, on a fictional organization. Click around, change things, break things — everything resets when you are done.
What you’re looking at
Org-wide training completion measured against a configurable catalog. The part that matters at audit time is the catalog items with no records at all — those are surfaced explicitly rather than being invisible by omission.
On this screen you can
- Read a completion matrix by training, with completed / due / expired / upcoming counts
- See catalog trainings nobody has taken yet, called out separately
- Drop to a per-staff status table
- Filter by department and by role, as plain links that work without JavaScript
Enforced server-side
- Manager tier — supervisor, program coordinator, org admin or owner
- The department and role controls are filters, not access scoping; this screen reports org-wide either way
In this demo you’re watching the screen as Marcus Ellison — Program Supervisor, against a fictional organization of 10 staff and 15 consumers. Signing in with a different role changes what renders — that scoping is the product, not a demo trick.