How to monitor training compliance?

This guide explains the compliance reports available within the platform and how they can be used to monitor employee training, refresher requirements, and overall compliance status.

Compliance reports help managers quickly identify users who may require action and ensure training records remain accurate and up to date.

Training Matrix

The Training Matrix is the primary compliance reporting tool available within most academies.

The report provides a complete overview of employee training records and allows managers to monitor:

• Course completion.

• Training progress.

• Refresher requirements.

• Expired training.

• User compliance status.

Group leaders can view all users within their group.

Site leaders can view users assigned to their site only.

Common Uses

The training matrix is commonly used to:

• Identify users who have not started training.

• Review users currently completing training.

• Monitor completed courses.

• Identify refresher requirements.

• Monitor overdue training.

The available filters can be used to focus on specific users, courses, sites, departments, teams, or statuses.

Refresher Report 

Some academies provide a dedicated refresher report.

This report focuses specifically on refresher training and allows managers to monitor:

• Refresher-required courses.

• Refresher overdue courses.

The report helps organisations identify users whose training is approaching expiry or has already expired.

Available Filters

The Refresher Report typically includes similar filters to the Training Matrix, allowing managers to filter information by:

• User

• Course

• Site

• Department

• Team

• Role

• Status

Exporting Refresher Data

Where available, refresher data can also be exported for further review or audit purposes.

Reviewing Compliance Regularly

Managers should regularly review compliance reports to identify:

• Outstanding training.

• Expired training.

• Upcoming refresher requirements.

• Training completion trends.

Regular monitoring helps ensure users remain compliant with organisational training requirements.

Platform Variations

Available compliance reports may vary between academies.

Some academies provide both Training Matrix and refresher reports, while others may only provide training matrix reporting.

The available reports depend on the academy configuration.