Bulk

Who's competent at what. Live.

The whole plant in one live matrix. Sign off a competency once and the record, matrix and catalogue all update, with evidence ready for an audit.

  • Single source
  • Shared language
  • Early warning
  • Audit-ready

One sign-off. Three useful views.

The matrix shows plant coverage, records hold the person-level proof, and the catalogue defines every program. They all read the same live assignment.

Plant coverage

See the weak spots before the shift starts.

Employees, programs, competency levels, and coverage totals in one operational grid.

Compliance
84%
Competent now
18
Expiring soon
2
PeopleForkliftLOTOCMMESDFirst aid5S
A. Okafor
R. Kaur
J. Tran
AssignOne live record beginsSign off onceEvidence stays attachedUpdate everywhereEvery view reflects it

Tap a cell. Watch it ripple.

Tap any competency to move through the five levels. The full grid is visible before JavaScript loads; interaction simply brings it to life.

Versatility Matrix: Site A
EmployeeForklift certificationLOTO authorisationCMM operationESD handlingFirst aid at work5S & standard work
A. OkaforTeam Lead
R. KaurProduction Operator
Not assigned
J. TranMachinist
Not assigned
M. PereiraAssembly Technician
Not assigned
D. BoatengWarehouse Coordinator
Not assigned
Not assigned
S. MensahProduction Manager

Open it, and you know where you stand.

A single compliance signal leads. Enrollment, expiry, department performance, and training gaps explain what needs attention next.

Compliance: Site A
Plant compliance

Above target. Four renewals are next.

Plant-wide compliance is 4 points above target. The next expiry lands in four days.

People enrolled
48
312 active assignments
Expired
9
Needs recertification
Due in 30 days
14
Next expiry in 4 days

Renewal queue

Next 30 days

4 people
  • R. KaurForklift certification
  • J. TranCrane & sling: banksman
  • M. PereiraFirst aid at work
  • D. BoatengLOTO authorisation

Department health

Lowest compliance first

Target 80%
  • Finishing61%
  • Machining78%
  • Assembly92%
  • Goods-in100%

Training gaps

Lowest completion first

4 programmes
  • Confined space3 of 12 ready
  • CMM operation7 of 15 ready
  • ESD handling11 of 16 ready
  • 5S & standard work15 of 16 ready

Assigned, signed off, and renewed.

Follow one competency from assignment to renewal. The dates, level, evidence, and event history change without breaking the original audit trail.

Live training assignment

R. Kaur: Forklift certification

Not trained
Competency levelLevel 0: Not trained
Completion
Expiry
12 March 2027
Evidence
Evidence requested

Requirement and due date set. All prior events remain visible.

Edit corrects. Renew starts fresh.

Edit
Correct dates in the current window, record a mandatory reason, and flag any expiry override.
Same validity window
Renew
Create a new completion and auto-expiry while keeping the old certificate and prior evidence intact.
New validity window
Complete event history
Forklift certification: R. Kaur
  1. K. Anand renewed the training.

    New expiry: 08 Mar 2028. Certificate attached.

  2. Renewal window opened.

    Thirty-day warning shown in the matrix and dashboard.

  3. K. Anand signed off Competent.

    Completion, expiry, provider, and evidence recorded.

  4. Training assigned by M. Lewis.

    Mandatory requirement: twelve-month validity.

One assignment becomes useful everywhere.

Training is a live data thread across the platform, not a separate spreadsheet waiting to be reconciled.

Live training assignment

R. Kaur × Forklift certification

Competent. Expires 08 Mar 2028. Evidence attached

People
Profile, department, shift, and manager
Quality
Signed competency and QA evidence
Boards
Live compliance for daily stand-ups
Documents
Certificates kept through renewals
Settings
Validity, requirement, and categories
Audit
Every assignment and change recorded

The whole plant, one grid.

Single source
1 live
record
Skill level, dates, evidence and status all on a single row. Sign off once and three views update together.
Shared language
5 competency
levels
Not Trained, In Training, Supervised, Competent, Trainer: the same spine across matrix, records and reports.
Early warning
30-day
warning
Validity months compute the expiry; thirty days out it flags itself and offers a one-click renewal.
Audit-ready
Complete
event history
An immutable event log captures who changed what, when and why, with certificates kept through every renewal.

Questions, answered.

01

What is Bulk Training & Competency?

It tracks who is competent at what across the plant: one live record per employee and program holding skill level, dates, evidence and status, shown as a live versatility matrix.

02

How does the competency scale work?

Five levels form the shared spine (Not Trained, In Training, Supervised, Competent and Trainer), and the same language runs across the matrix, records and reports. People count as competent from level three.

03

What happens when a certification is about to expire?

Validity months compute each expiry, and thirty days out the record flags itself and offers a one-click renewal, so you find the gap before audit day, not on it.

04

Is the record ready for an audit?

Yes. An immutable event log captures who changed what, when and why, and certificates are kept through every renewal, so evidence is attached and ready when an auditor asks.

05

Do I have to update the matrix, record and catalogue separately?

No. Skill level, dates, evidence and status all live on a single row. You sign off once and all three views update together.

06

What does one live record actually contain?

Each employee-program record holds the skill level, the relevant dates, the attached evidence and the current status on one row, so the whole picture sits in a single place.

Stop finding the gap on audit day.

We'll build your matrix with one real cohort (programs, validity windows and people), so you can see, live, who's competent at what and what's about to lapse.