FX Utilities — Training Matrix

First-run setup

The SharePoint lists this app uses don't exist yet. It can create them for you, then load the training data from the July 26 matrix workbook. Nothing outside is touched.

Renewals ahead

Training records by the month they expire.

Compliance by team

Counts every training record a person is expected to hold. Anything marked "not required for this role" is left out — it isn't a compliance state. Segment numbers are record counts.

Needs attention

Expired first, then whatever runs out in the next days. Booked training is excluded — that's already in hand.

Name	Team	Course	Expiry	State

Training matrix

One tab of the old workbook at a time. Click any cell to record a date, book training, or mark it not required.

Everyone here needs their Microsoft 365 address against them, because that is how HR, Fleet and Annual Leave know who somebody is. Without it this matrix cannot be joined to any of them. Nothing is saved until you press Save.

People

Name	Job role	Company	Team	Contract	Training state

Import from the workbook

Reads the Full Training Matrix in SharePoint and works out what has changed. It shows you the lot before anything is written — nothing here happens on its own.

The workbook

The sharing link from SharePoint. It carries the file's own id, so it keeps working if the workbook is renamed or moved. Paste a new one if it ever stops.

Book training

Bookings

Search a name to see what they are booked on and when. Soonest first; anything in the past drops to the bottom.

Who	Course	When	Provider	Status

Deactivated people

Off the matrix, out of every count and chart, and not counted against any role requirement. Their training history is kept exactly as it was — put someone back and it is all still there.

Name	Job role	Company	Team	Deactivated	Why	Training held

Add course

A course's validity period is what the app uses to work out a new expiry date when you record a pass. Leave it blank for anything that doesn't expire.

Course catalogue

Course	Category	Validity	People holding	Expired

Gaps against role requirements

Compares each person's records against the mandatory training listed for their job role on the workbook's Master tab. A gap means no record at all, or one that has expired — training that's booked or awaiting a certificate counts as in hand. Only requirements the matrix actually has a column for are checked; the rest are listed underneath instead.

Name	Job role	Missing / expired

Coverage gaps — training the matrix has no column for

Where a team's people have a role that makes some training mandatory, but that team's sheet never had a column to record it in. Either the matrix needs the column, or it's held somewhere else and the Master tab has drifted — a decision either way, and not something anyone is counted as personally missing. Hover the count to see who.

Mandatory training	Team with no column	People affected

Training by job role

What each role on the workbook's Master tab asks for. Mandatory is counted as a gap when somebody does not hold it; optional is listed but never counted against anybody — not holding an optional qualification is not non-compliance, and mixing the two is how a gap report stops being read.

Job role	Mandatory	Optional

AlterNet skills standard

Reference copy of the Circet / AlterNet grid from the Master tab.

Task / role	Risk	Induction	First aid	Craft	Safety	NRSWA	Comments

Add admin

Admins

Name	Email	Level	Team

Audit log

Best-effort record of who changed what. Written by the browser with the signed-in user's own token, so treat it as operational visibility rather than tamper-proof evidence.

When	Who	Action	Target	Details

Training Matrix