Set up training requirements and the matrix
The rules of your competence scheme, stated once — then read as a colour-coded matrix.
5 min read · Last reviewed 18 August 2026
Define the requirements
- 1
Open Training → Requirements and create each requirement: its category, whether it is mandatory and for whom, how long it stays valid, and how far ahead renewal should be chased.
- 2
Set validity honestly — a first-aid ticket that expires in three years should say so here, because everything downstream reads it.
Read the matrix
- 1
Open Training → Matrix: people down, requirements across, colour-coded — current, expiring, expired, missing.
- 2
Filter by site or group to see the crew that is actually on the job.
Tip: The matrix is the competence answer for an auditor, a client PQQ or a Monday-morning plan — screenshotting it is a legitimate report.
Connect it to the rest
Fire safety reads marshal cover from designated requirements — nominate which requirements count under Fire safety → Settings.
Needs-attention counts surface expiring competence in the navigation before it becomes expired competence on a job.