Training Matrix Tab
The Training Matrix tab will show you the matrix that has been created for that Job Role and is assigned to the delegate.
If you have multiple Job Roles you will be able to toggle between the different matrix using the drop down.
You will also be able to see the “Overall Compliance” of all matrix assigned, this calculation will be based on the courses statues showing as “Completed” on the matrix where a certificate will be uploaded.
Matrix Stages
On the matrix created you will see list of courses grouped under a matrix stage i.e Mandatory, Nominated, Role Specific, Priority 1, 2 3 etc, these stages can have specific time lines build into the stage and the courses listed under that stage are to be “Completed” within 6 Months, 12 Months or 18 Months of start date for that Job Role
These stages can be created and updated at any time using the Matrix Builder within the Management section.
Matrix Status Workflow
Please see below workflow of the different statuses on the matrix in TMS this will show what changes made in TMS will result in the status against the course to change
Share on ConfluenceMatrix Status Definition
Please see below list of statuses and the definition of that status
Status | Definition |
|---|---|
To Book | The candidate does has not been booked onto this course |
Expiring Soon | The candidate's current certificate is due to expire within 120 days |
Expired, To Book | The candidate’s recent certificate has now expired and needs to be archived |
Booked | The candidate has a been booked onto this course |
Booked, Not Passed | The candidate’s course date has passed but the status of the booking has not been updated |
Passed | The candidate has been marked as passed & attended but does not have a certificate uploaded to their account |
Completed | The candidate has been marked as passed & attended and has an in date certificate |
Course Actions on the Matrix
Please see below list of actions you can perform against a course on the matrix
Action | Outcome |
|---|---|
Book | If you select the Book option you will be taken to the “Booking Page” where you will be able to process a booking for this course selected |
Upload Cert | If you select the Upload Cert option you will be taken to the “Upload Cert Page” when you will be able to upload the certificate for this course |
Request | If you select the Request option you will be taken to the “Make a Request Page” where you will be able to submit a TMS Request for the bookings team to book this course for the delegate |
Mark N/A | If you select the Mark N/A option this will mark the course on the Matrix as Not Applicable and grey this out, this will also remove this course from the Compliance % calculation  |
Add Deviation | If you select the Add Deviation option this will take you to the “Add/Edit Deviation Page” where you can create a deviation against this course so the delegate can go offshore but cannot work on any specific task that requires you to be Compliant on this course. Further approvals form your client may be required |