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They overlap. A training matrix records which roles need which formal training and tickets, and who has completed them and when they expire. A skills matrix rates how capable people are at tasks, often on a scale, whether or not a formal course was involved. Safety-critical industries need the training matrix for compliance and use a skills matrix for rostering and development. Our skills matrix guide explains how to build one.

Every role, every required assessment or course for each role, the provider, the unit standard number where there is one, the review period, and then for each person the completion date, the expiry date and where the certificate is filed. The template has all of those columns already.

Yes. The people sheet is a staff training record: one row per person per course, with the completion date, the expiry date and a status that turns orange 60 days before a ticket expires and red once it has lapsed. When you would rather keep training records in software, CheckSafe holds them for every worker and warns you before anything expires.

Every time someone completes training or a ticket lapses, and at least monthly as a review. The failure mode is not the format, it is the update discipline, which is why businesses move to software once the matrix grows.

Yes. Fill in the short form and the template is yours to use and adapt. There is no charge.

Yes. Bring your spreadsheet to the demo and we will show you how it maps into CheckSafe, so you are not starting from scratch.