Tracking training certification expirations

Tracking training certification expirations

Hi Zoho Community!

I'm looking for some input on the best and most efficient ways to track training expirations in Zoho CRM. I have a very specific workflow that I am looking for - my company offers trainings, and the certification expires every 2 to 4 years (depending on the class).

I need to be able to track the following:
  1. When someone signs up for a training course (and which one)
  2. Which class they signed up for
  3. Date they completed/passed their course
  4. Personal data for filing their certification
    1. First Name
    2. Last Name
    3. Email address
    4. Mailing address
    5. Telephone number
    6. Mobile number
  5. When do they expire
    1. Also triggers a reminder email 3-months prior to their expiration date
  6. I also want to keep a running log for each student of when they took all of their classes... so, in 2-4 years, when they re-certify, I do not want the new training record to overwrite the old training records... I want it to be added to the list of training records.
  7. We offer several different classes and the students can (and are, at times, required to) sign up for multiple classes.  As such, multiple class records should be allowed for each student.
  8. We also need to be able to run reports for certificate generation purposes.
    1. .xlsx, .csv, and PDF formats are ok.
I'm not sure what the best or most efficient way is to accomplish this.

Looking forward to your responses and ideas!!