Setting up Training Management for Training Matrix

Before using the Training Matrix, several components must be configured by an Administrator. These components define the required training and how it's organized. Full details on how to configure these can be found in the main Administration category help documentation for Training Management.

Competencies

Competency records represent specific training courses, licenses, or skills (e.g., First Aid, High-Risk Work License, Site Induction). An Administrator creates these. Each distinct training requirement should have its own Competency record.

Occupation Requirements

The Occupation Requirement list defines which Competencies are Mandatory and/or Desirable for specific Occupations or for All Occupations. Requirements can also be set based on Hierarchy levels (e.g., site-specific requirements). An Administrator configures this, and it determines which competencies appear by default in the Training Matrix for users.

Competency Groups

Competency Groups allow you to categorize related Competencies. A Competency can be associated with one group. These groups can then be used as a filter within the Training Matrix display options to view related competencies together. This is also set up by an Administrator.

Refer to the Administration User Guide for detailed instructions on configuring each of these Training Management components.