Training Schedule Manager

This app replaces both Cindy's training sheet and the per-client dashboard folders as the single source for who gets what training, and when. No dashboard = tracked here for training only, with no Drive dashboard folder. Everyone else has a dashboard folder and is synced in automatically during onboarding.

Select a customer to view and edit their individual learning track — which track they're on, what they've completed, and what's scheduled out. A per-month status set here overrides the learning-track default for this customer only.

Pick a month to see every client and the training they're scheduled for that month, based on each client's assigned learning track. Status reflects any per-client overrides.

Build and manage learning tracks. Each learning track is its own list of month → topic → status. Assign a learning track to a client from that client's Learning Track view. Editing a row here is the default for everyone on the track; a client can override individual months.