Training Matrix
Training Matrix
Section titled “Training Matrix”The Training Matrix provides a compliance-grade view of training assignments across your organization. It shows all users grouped by their job function, with columns for each document that has training assignments.
Accessing the Training Matrix
Section titled “Accessing the Training Matrix”Navigate to Training → Training Matrix tab. This view is available to administrators and QA team members.
Matrix Layout
Section titled “Matrix Layout”The matrix uses a classic compliance format:
- Rows: Users, grouped by their job function group
- Columns: Documents with training assignments
- Cells: Color-coded training completion status
Cell Status Colors
Section titled “Cell Status Colors”| Color | Status | Meaning |
|---|---|---|
| Green | Completed | User has completed this training |
| Yellow | In Progress | User has started but not completed |
| Blue | Assigned | Training assigned but not started |
| Red | Overdue | Past due date without completion |
| Gray | Not Assigned | No training assignment exists |
Filtering
Section titled “Filtering”Use the Group Type dropdown to filter by:
- Job Function (default) — Shows users by their role
- Department — Shows users by department
- Site — Shows users by location
- All Groups — Shows all groups
Use the Document Search to find specific documents in the matrix.
Individual Assignments
Section titled “Individual Assignments”Users assigned training individually (not through a group) appear under an “Individual Assignments” section at the bottom of the matrix.
Pagination
Section titled “Pagination”For organizations with many users, the matrix is paginated. Use the controls at the bottom to navigate between pages.