TRAINING MATRIX
Free Training compliance, clearly visible
A free practical training compliance matrix for organisations that need fast, reliable visibility of staff training, renewals, evidence and risk. Get a clear Green, Amber, Red and Grey view of training status across your whole workforce — built for organisations, designed for managers, ready for inspection.
THE PROBLEM
Stop managing training risk across spreadsheets
Training records get spread across course completions, provider certificates, spreadsheets, manual notes and renewal dates — and that creates real operational risk.
- Managers cannot quickly see who is compliant.
- External training evidence is hard to track.
- Renewals are missed until they become overdue.
- Teams need visibility, but should only see their own people.
- Inspection evidence takes too long to prepare.
- Large organisations need reporting that stays fast and controlled.
AT A GLANCE
See training risk before it becomes a problem
The matrix turns records into a simple visual dashboard. Every status is colour-coded, so risk is obvious at a glance.
Green
Training is complete and up to date.
Amber
Renewal is due soon — time to act.
Red
Overdue, expired or incomplete.
Grey
Not currently assigned.
BUILT FOR EVERY LEVEL
One view, the right access for everyone
Administrators
A central view of compliance across the whole organisation — monitor teams and locations, spot overdue and upcoming renewals, review external evidence and export governance summaries, without slow manual reporting.
Team managers
See and manage only the teams you are responsible for. Filter by team, category, status, learner and area, save useful views, and prepare evidence for reviews — while staff data stays protected.
Staff
A simple personal view of what is complete, due for renewal, overdue or needs attention — so everyone can take responsibility for keeping their own training up to date.
FEATURES
Everything you need to manage compliance
Capture external training
Record training completed with other providers — provider name, completion and renewal dates, notes, certificate uploads and audit history — alongside internal records.
Safe bulk import
Bring existing records in with bulk import and a preview step, ideal for onboarding a team, moving off spreadsheets or adding historic training.
Inspection-ready evidence packs
Produce focused summaries for audits and governance — compliance totals, overdue training, renewals due and key exceptions — instead of hundreds of pages of raw data.
Manager action queue
Highlight the issues that need attention next — overdue training, renewals due soon and staff needing follow-up — turning reporting into a daily tool.
Automated reminders
Stay ahead of renewals and overdue training with upcoming reminders and controlled batch sending, with a test mode before going live.
Filtered exports
Export exactly the view you need — by team, category, status, individual or evidence review — for reporting, leadership meetings and inspection prep.
Adoption insights
See whether the system is being used well — active users, manager engagement, dashboard usage, exports and evidence activity — to support rollout.
Built for scale
Team-based views, filtered reports, saved views, controlled exports and caching keep reporting fast and practical as training data grows.
Protected, role-based access
Role-based access and team-level restrictions mean people only see what they are allowed to — with protected exports, controlled uploads and audit history.
WHY IT MATTERS
What it means for your organisation
Make training compliance easier to see, manage and evidence
Give administrators, managers and staff a clearer way to manage training compliance across your organisation.
Built for organisations. Designed for teams.