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. Note that icons specific to Desirable competencies only appear in the legend after the 'Show Desirable Competencies' filter is applied.

Status Definitions

• Completed (•): 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 (•): 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 (•): A Training Record exists for this competency (either Mandatory or Desirable), but there is no Completion Date entered in the record.

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

• Completed Desirable (•): Same as 'Completed', but for a competency marked as Desirable.

• About to Expire Desirable (•): Same as 'About to Expire', but for a Desirable competency.

• Not Completed Desirable (•): Same as 'Not Completed', but for a Desirable competency.

• Expired Desirable (x): Same as 'Expired', but for a Desirable competency. (Note: OCR shows '*' but context suggests 'x' is more likely).

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.