Click a status cell to cycle TRAINED β UNTRAINED β NOT REQUIRED. Click Staff / Location headers to sort; drag a course header left/right to reorder columns. Dates edit inline. π (top-right of a cell) attaches a certificate or link to that training. π¦ archives someone who has left (tick Show archived to restore β©). Saved live to the shared server.
Trained
Untrained
Not required
Due / overdue
Upload a course completion report (e.g. Alcohol 02072026.xlsx, HSSEQ Awareness, CORβ¦) or a SharePoint attendance export. The tool auto-detects the people, matches them to the matrix by email then name, and proposes a preview before anything changes.
π Drop a training report here, or click to choose
.xlsx / .xls / .csv
.xlsx / .xls / .csv
Detected
No file loaded.
β
Compliance by course
Status mix
Trainings completed by month
Least-compliant courses
Site scorecard
A course counts as due when its trained date + retrain interval has passed (or is within the warning window). Set the interval per course below β most awareness modules recur every 12 months. You can also import the SharePoint licence/qualification list (with Expiry Date) to track expiring tickets.
Retrain interval (months) per course
0 = never expires (one-off). Applies across the whole matrix.
Print a QR per course. Scanning opens a public page where staff enter name + date and answer the questions; all-correct marks them TRAINED with that date. Courses with no questions record attendance with just name + date. Removing a log entry (β) stops it being re-applied but does not change the person's matrix cell β adjust that manually in the Matrix tab if needed.