Using Training Matrix Filters
Explains how to apply filters in the Training Matrix to view Mandatory, Desirable, and other completed competencies.
Default View
By default, the Training Matrix displays only Users who have at least one Mandatory Occupational Requirement assigned, and it only shows the status of those Mandatory competencies.
Note: The matrix may appear empty if no "Mandatory Occupational Requirements" have been configured in the system, as this is the default data it looks for.
Applying Filters
Filters are applied using the Filter icon, which opens a panel typically defaulting to the 'Filter' tab.
Showing Desirable Competencies
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Select the Filter Icon.
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Ensure the 'Filter' tab is selected.
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Select the 'Show Desirable Competencies' check-box.
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The matrix will update to include columns for competencies marked as Desirable in the Occupation Requirements. The legend will also update to show specific icons for Desirable competency statuses.
Showing Other Completed Competencies
This filter displays training records that are not defined as Mandatory or Desirable in a user's Occupation Requirements, but only if they have a status of 'Completed' or 'About to Expire'. These competencies are marked with an "N" icon overlay.
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Select the Filter Icon.
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Ensure the 'Filter' tab is selected.
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Select the 'Show All Completed Competencies' check-box.
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The matrix will update to include these additional completed or expiring competencies.
Version: 1
Setting up Training Management for Training Matrix
Essential setup steps within Training Management Administration required for the Training Matrix to function correctly.
Understanding Training Matrix Status Icons
Explanation of the status icons used in the Training Matrix legend and what they represent.