The Training Matrix allows you to keep track of which training courses your staff have attended, as well as reminding you of periodic refreshers.

Choosing a Home

If you have access to manage training for more than one Home a switcher will appear above the matrix.

Setting a training course date

In the column for the applicable course and the row for the chosen staff member, enter the date that the course was last attended.

Booking a training course date

In the column for the applicable course and the Booked row below the chosen staff member, enter the date that the course is scheduled for.

Entering dates

Most modern browsers will present a date picker (eg calendar). If not, please ensure dates are formatted as dd/mm/yyyy - for example 18/04/2015.

Key

The following symbols and colours are used in the matrix:

	No date has been entered for this staff member/course.
	No booked date has been entered for this staff member/course.
	A course has been booked.
	The entered training course is still valid.
	The entered training course will expire within 30 days.
	The entered training course has expired.
	This course is considered mandatory for this staff member based upon course and staff roles.

Available Courses

The available courses can be customised by any user with the Owner role.

Available Staff

The available staff can be customised by any user with the Staff Management role in the Home.