To access the Training Matrix, go to Reporting > Training Matrix.
You can track and report on all staff qualifications using the Training Matrix tab.
Each qualification that has an expiry set is colour-coded based on its status:
Red – Expired
Yellow – Expiring in less than 30 days
Blue – Expiring in less than 60 days
Green – Valid for more than 60 days
Grey – No expiry date recorded
Filtering Options
Filter by:
Staff (Here you can multiple select staff)
Department
Role
Status
Click Add/Remove Fields to choose which qualifications you want to include.
Customising Results
You can customise the view to show:
All expiry dates
Expired
Expiring in less than 30 days
Expiring in less than 60 days
Expiring in more than 60 days
No expiry date recorded
You can also export the report for further use.
You can also export this information by pressing Export on the right-hand side to generate an Excel CSV file.
