The Training Matrix Management module is an advanced software application for the administration, documentation, analysis, tracking, and reporting of individual and group learning programs.
To access Training Matrix Management, click the book icon on the left toolbar. This brings you to the main Training dashboard. From here, you can track learning and certifications for employees, helping ensure that everyone on your worksite has the training they need to work safely.
The image above shows the Training dashboard with the Insights at a Glance - Training tile at the top, followed by Overview tiles.
Insights at a Glance - Training
The Insights at a Glance - Training tile on the main dashboard gives a quick overview of compliance levels. Managers can proactively manage training compliance levels and quickly view how many courses are expired, expiring, or missing. When training is near an expiration or renewal date, managers will receive a notification to schedule courses.
There are four overview tiles on the main screen: Projects, Courses, Roles, and Workers. Each provides a quick look at compliance levels and other details.
Click between the pie chart and grid icons in the upper right corners of each tile to change the data shown, or click the arrow icon in the lower right corners to bring up the Management dashboard for more detailed information and options.
The Management dashboard provides detailed training information. You can view data by individual worksites or by all projects by selecting from the the dropdown menu at the top of the dashboard.
In the above example, you can choose to view data from all of your projects, or by worksite 1 or 2.
Once you have made your site selection, you can then view data by Projects, Roles, Courses, and Workers by clicking on the appropriate heading at the top of the screen. You can also use the Filter button or Search bar to refine your search.