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THE TRAINING MATRIX

Training your assessor can see, in one screen.

This is the live demo of the matrix every company plan includes. Toggle week one against day 30, open a manual record, hover the ticks.

Training matrix

One grid. Every officer, every course, every expiry.

Rows are your staff, columns are the courses assigned to them. Green is done and in date, amber expires within 30 days, red has lapsed. Press the toggle to see what a month of chasing does to the same team.

Complete & in date Expires ≤ 30 days Expired Assigned, not started
Compliance 88%
Employee
BS 7858 Screening
BS 7960 Door Sup.
Conflict Mgmt
Lone Worker
Fire Safety
First Aid
GDPR
RIDDOR
MANUAL RECORDS
FM F. Mahmood Static officer · Site 12
✓
✓
✓
✓
✓
✓
✓
·
SO S. O'Connell Mobile patrol
✓
✓
✓
✓
✓
✓
✓
·
AN A. Nowak Door supervisor
✓
✓
✓
✓
✓
✓
✓
·
GO G. Okafor Control room
✓
✓
✓
✓
✓
✓
✓
·
LC L. Chen Care support
✓
✓
✓
✓
✓
✓
✓
·
DW D. Whitfield Construction gate
✓
✓
✓
✓
✓
✓
✓
·
9 staff × 44 courses in the live product. Manual entries sit alongside portal completions and are labelled as such. Download PDF Certificate audit pack
The full record behind every tick

Dates, reminders and refreshers, not just green squares.

Every cell in the matrix opens into a full record: when the course was assigned, when it was started and completed, when the certificate expires, and every reminder the system sent along the way. This is what your assessor sees when they ask "show me".

42
Assigned
5
In progress
31
Completed
9
Reminders this month
4
Refreshers due ≤ 30 days
2
Overdue
Assigned In progress Completed Reminder sent Refresher due Overdue SAMPLE DATA
Employee Course Assigned Completed Expires Last reminder Status
F. MahmoodBS 7858 Screening12 Sep 202514 Sep 202514 Sep 2026—Refresher due 14 Sep
F. MahmoodFire Safety03 Feb 202603 Feb 202603 Feb 2027—Completed
G. OkaforConflict Management21 Jul 2026——06 Aug 2026Reminder sent
G. OkaforGDPR Awareness21 Jul 202629 Jul 202629 Jul 2027—Completed
L. ChenFirst Aid Essentials28 Jul 2026started 02 Aug——In progress
L. ChenLone Worker Safety05 Jun 202508 Jun 202508 Jun 202601 Aug 2026Overdue, expired
A. NowakRIDDOR Reporting30 Jul 2026———Assigned, not started
A. NowakManual Handling14 Aug 202515 Aug 202515 Aug 202604 Aug 2026Refresher due 15 Aug
D. WhitfieldBS 7960 Door Supervision19 Jul 2026——02 Aug + 09 Aug2nd reminder sent
D. WhitfieldACT Counter-Terrorism02 May 202602 May 202602 May 2027—Completed

Illustrative sample data. Your dashboard shows your own team, and the same record detail exports in the colour-coded Excel, CSV and PDF audit pack.

📅
Every date on record

Assigned, started, completed and expiry dates are stamped automatically. Manual records for external training carry their own dates too.

🔔
Chasing happens by itself

Untouched assignments get reminded automatically, and every reminder is logged so you can show an assessor the chase trail, not just the gap.

🔁
Refreshers before expiry

Certificates last 12 months. Learners are reminded 30 days out, managers see refreshers due on the matrix, and nothing lapses quietly.

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