Overview
A team-specific Competency Overview lets a supervisor review current qualifications and plan renewals. It shows each User against the selected Competencies, using the current Certification status.
At a glance |
|
Who can do this | Super Users or Dashboard Templates › Manage; viewers need access to the underlying data; Competencies › View to see certification data |
Where | Dashboard Templates › Competency Overview |
Works on | Backend (web) |
Availability | All organizations |
💡 Why this matters: A focused matrix makes missing or approaching qualifications visible during a regular team review.
Before you start
Choose the team’s User Group and required Competencies. Confirm viewers have Competencies › View and access to the relevant Users. This matrix supports review; it does not assign staff or book training automatically.
Walkthrough
1. Add the competency matrix
Edit the supervisor’s Dashboard Template and add Competency Overview from the Compliance widget category. Give it a title that identifies the team.
2. Choose the team and skills
In the Users filter, select the team’s User Group or named Users. At least one is required. Select the relevant Competencies; leaving that filter empty includes every Competency in the organisation.
3. Inspect renewal statuses
Review yellow cells for Certifications due for renewal, red for expired, grey for none and green for valid. Hover to read the status and date. Yellow uses the saved renewal date; it is not a fixed number of days before expiry.
4. Open the underlying Certification
Click a coloured cell and confirm Go to certifications. Review the filtered User and Competency records before arranging renewal through your training process. Grey cells have no Certification to open. Save the Dashboard or filter and check it with the intended supervisor.
Check the outcome
The supervisor has a current view of the chosen team and qualifications, with a route to the underlying records. It is not a historic coverage report.
Best practices
Review renewal dates as well as expiry dates.
Use one small matrix per operational team.
Record training follow-up outside the matrix using your normal process.
Frequently asked questions
Can I filter the matrix by ride Location?
No. Filter Users to the relevant team and Competencies to the ride qualifications. There is no Location or date-range filter.
Can the matrix show qualifications as of last month?
No. It shows current status and keeps no historical snapshots. See the Competency Overview widget.
Why is a User green despite an expired record?
If several Certifications exist for one Competency, the cell uses the latest expiry. A Certification with no expiry takes precedence. Open the records to inspect them.