Core columns to include
A simple template should show people, requirements, completion status, renewal dates and evidence status.
Avoid adding columns that nobody maintains. A smaller matrix that stays current is better than a large one that falls out of date.
- Staff name
- Role
- Site or department
- Training item
- Completion date
- Renewal date
- Evidence status
- Owner
Status values that managers understand
Use plain status values such as completed, due soon, overdue and missing evidence.
If managers need to interpret several colours or abbreviations, the matrix is already becoming harder to use.
When to move beyond a template
Move to software when you need role-based requirements, evidence uploads, reminders, permissions, reports or audit packs.
SkillProof turns the template idea into a live workflow with actions and exports.
Put this guide into practice
Turn the guidance into a working compliance process.
Questions this guide answers
Is there a downloadable file on this page?
This page gives the structure and fields to use. SkillProof can then replace the template with a live training matrix.