Understanding Training Matrix Status Icons

The Training Matrix uses icons to visually represent the status of each competency for each user. The legend displays the meaning of these icons.

Important: Matrix statuses are determined entirely by the dates entered in a user's Training Record (e.g., Start Date, Completion Date, Expiry Date). They are independent of the record's workflow status.

Status Definitions

• In Training (🔵 Blue dot): The user has a Training Record with a Start Date entered, but the record does not yet meet the criteria for any other status (e.g., no Completion Date).

• Completed (🟢 Green dot): The user has a Training Record for this competency with a Completion Date entered, and either no Expiry Date or an Expiry Date that is in the future (beyond the 'About to Expire' window).

• About to Expire (🟠 Orange dot): The user has a Training Record with an Expiry Date in the future, but today's date falls within the 'Expiration limit' set in the Filter > Display options (default is 30 days).

• Not Completed (⚪ Empty dot): This applies when a Mandatory or Desirable competency requirement exists for a user, but either no training record has been created for it, or a record exists but lacks the necessary dates (like a Start or Completion Date) to be assigned another status.

• Expired (🔴 Red dot): The user has a Training Record with both a Completion Date and an Expiry Date, and the Expiry Date is in the past.

Icon Overlays

• "D" Overlay: Indicates a competency that is marked as Desirable for the user.
• "N" Overlay: Indicates a competency that is Not Mandatory/Other (i.e., not part of the user's mandatory or desirable requirements).

Adjusting Expiration Limit

The timeframe for the 'About to Expire' status can be changed from the default 30 days. Go to Filter Icon > Display tab and adjust the value in the 'Expiration limit (days)' field.