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Training Management OverviewCreating and Managing Training RecordsSemi-Automated Creation of Mandatory Training RecordsGenerating Reports from Training RecordsManaging CompetenciesConfigure Competency RenewalsManaging Occupation RequirementsViewing Employee Occupation RequirementsTraining Matrix Overview and AccessSetting up Training Management for Training MatrixUsing Training Matrix FiltersUnderstanding Training Matrix Status IconsConfiguring Training Matrix Display OptionsManaging Training Matrix ViewsTraining Gap Analysis and Scheduled Exports

Info Feature release

Improved Competency Management

Archiving competencies now archive related training records

Active19 Feb 2026
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Training Management

Viewing Employee Occupation Requirements

How to view the mandatory and desirable training requirements for a specific employee based on their assigned occupation.

  1. Go to the Administration menu.
  2. Select the 'User' tab.
  3. Find and double-click the employee record you want to view.
  4. Select the 'Training Management' tab at the top of the user record window.
  5. The Mandatory and Desirable Occupation Requirements associated with the employee's assigned Occupation(s) will be displayed.

Version: 3

Managing Occupation Requirements

How to create, update, archive, and search for occupation requirements linking competencies to job roles.

Training Matrix Overview and Access

Introduction to the Training Matrix module, its purpose, availability, and how to access it.