Managing Training Matrix Views

Training Management Overview Creating and Managing Training Records Generating Reports from Training Records Training Matrix Overview and Access Setting up Training Management for Training Matrix Using Training Matrix Filters Understanding Training Matrix Status Icons Configuring Training Matrix Display Options Managing Training Matrix Views

Training Management

Managing Training Matrix Views

How to create, update, remove, and share custom views in the Training Matrix.

Manage Views allows you to save specific filter and display configurations in the Training Matrix for quick reuse. Views can be personal or shared globally.

Creating and Using a View

Apply the desired filters and display options to the Training Matrix.
Select 'Manage Views'.
Ensure 'Save new view' is selected.
Enter a descriptive 'Name' for the view.
Optionally, check 'Global view' to make this view available to other Training Matrix users.
Select 'Save'.
To use a saved view later, select it from the main view dropdown list (usually located near the top or via a specific 'Views' button/menu).

Removing an Existing View

Select 'Manage Views'.
Select the 'Update/Remove existing views' option.
Select the view you wish to remove from the list.
Select the 'Remove' button.

Updating an Existing View

Apply the new filter/display settings you want to save to the view.
Select 'Manage Views'.
Select the 'Update/Remove existing views' option.
Select the view you wish to update from the list.
Optionally, edit the view name using the 'Edit' icon if needed.
Select the 'Update' button. The view will now reflect the currently applied settings.

Version: 1

Configuring Training Matrix Display Options

Details on customizing the Training Matrix view using the Filter, Display, Compliance, and Hierarchy tabs.

Verification of Competency (VOC) Module Overview

Introduction to the Verification of Competency (VOC) module, its purpose, and key functionalities.

On this page

Creating and Using a View Removing an Existing View Updating an Existing View