Creating a Qualifications Matrix

A qualifications matrix is a group of qualifications that can be assigned to employees.  A risk alert will show if an employee is missing a qualification from the matrix.

To create a matrix, using the left navigation menu go to Requirement Matrices and then select Create Requirements Matrix. 

A Details tab will display, from here you will need to enter the following information;

*Note* Sections with a red asterisk * is a mandatory field and requires information.

Label - The name of the matrix.
Description - You can enter a description of the matrix.
Reviewing manager - This is the person responsible for reviewing the matrix.
Approving manager - This will be the person who can approve the matrix and override a missing qualification and must be different to the Reviewing Manager.
Recognition - This will be what the matrix will recognise, either a qualification or certification.

*Note* For this example the Matrix will be called Induction. 

Once you have chosen the Recognition a new drop-down box Recognises will appear, for this example select Employees then Add Section will appear next, click the button.

A new field will show where you can now have one section with a list of required qualifications or create multiple sections and group the qualifications. IE; H&S, Vehicle, Breathing Apparatus.

*Note* Label and Description are not mandatory

Label - Title of the section (For this example we have named it Induction Week One).
Description - A description for that section.
Qualification list - A drop down menu with the qualifications you can select.

Tip - While holding the Ctrl button you can click multiple qualifications to add to the matrix.

Once you have added your qualifications and sections select Create Requirement Matrix.

Once created successfully you will see the matrix Details screen.