Training Matrix

To run a training matrix on the system you will first need to click on the training module from the site dashboard. 

You will then need to click on training matrix button. 

If you have access to multiple sites, then you are able to choose between them from the reporting level option:

You can then select if you want the table ordered by site/staff name or position/site/staff name. You are then able to include all eLearning data additionally to your manually added training if required by selecting the tick box 'IncludeElearning'.

The training matrix will then populate on the screen below for you . If you want to export the details into an excel spreadsheet, you can do so by using the Export to CSV button.

If a tile is highlighted in grey, then the record is up to date and will display the date it was completed, as well as the day it becomes overdue.

If a tile is highlighted in orange, then the record is nearly overdue (the date this changes is set to 6 weeks before the due date of the record)

If a tile is highlighted as must complete, then the record has not been completed before, and needs to be completed by the staff member.

If a tile is highlighted in red, and is an elearning course, then the record is overdue and will need to be completed again by the staff member.

If a tile is highlighted in red, and is an uploaded training record, it will need to be reviewed and updated by a manager.