With the Training Matrix, you can quickly identify which qualifications have expired and which are required for your carers, as well as when they are due for renewal. Plus, you can easily export the matrix to Excel for further analysis or sharing.
How does the Training Matrix work?
The Training Matrix is a simple but powerful tool that allows you to track and manage your care worker qualifications. Here's how it works:
Identify expired qualifications: With the Training Matrix, you can easily see which qualifications have expired for each of your care workers. This helps you ensure that all of your carers are properly trained and qualified for their roles.
Determine required qualifications: The Training Matrix also shows you which qualifications are required for each of your carers. This makes it easy to ensure that your care workers are meeting the necessary standards and regulations.
Track expiration dates: For each qualification, the Training Matrix shows you when it expires. This helps you stay on top of renewals and avoid any gaps in your care workers qualifications.
Export to Excel: Finally, you can easily export the Training Matrix to Excel for further analysis or sharing with other members of your team.
Navigating the training matrix
The names of your carers are listed down the left-hand side of the matrix, with each qualification listed along the top. The intersection of the carer name and qualification will show the carer's status for that qualification:
Red circle: the qualification is required, but no training has been recorded or it was failed
Green circle: the qualification is required, and training has passed and is active
Clock: the training has been added to the carers profile, but it's outcome has not yet been recorded
Check: there is training that has been passed and not expired
Cross: training has been recorded, but it has expired
Hover over a cell to see more information about the carer's training for that qualification.
Using the qualifications list on the right-hand side of the page you can choose which qualifications are shown on the matrix.
To filter which carers are shown in the matrix, click the "Add filter" above the training matrix and choose any attributes that you wish to filter on.
Click the carer's name on the left-hand side will show shortcuts to the carers profile, training, and requirements.
Exporting the training matrix
The training matrix can be exported to Excel by clicking the actions button in the top-right corner of the page, and then Export.
The export Excel spreadsheet will include any carers and qualifications that are currently visible on the page.
Video Walkthrough