New: Try the free browser-based Training & Competency Tracker to record training, assessment evidence and review dates, then export CSV.
Free Excel resource
Workplace Training Matrix
A practical way to keep worker learning records in one place. Track completion, evidence, review dates and practical competency without turning a simple training record into another complicated system.
Download the free Excel matrix →Free to use. No sign-up required. Excel workbook (.xlsx).
What the dashboard watches
STATUSCurrentCompleted learning
COMING UPDue SoonWithin 30 days
ATTENTIONOverdueReview date passed
PRACTICALCompetencyTracked separately
Useful for a small team — and built to grow.
Training records
Record each worker, their role, learning completed, provider, dates and supporting evidence.
Automatic reminders
The matrix calculates Not Started, Current, Due Soon and Overdue from the information you enter.
Competency stays separate
Where a practical task needs checking, record competency independently instead of treating course completion as proof of practical competence.
Start in three steps
1. Decide what applies
Use the worker's role, actual tasks, workplace risks and reliable requirements or guidance to decide what learning belongs in the matrix.
Use the worker's role, actual tasks, workplace risks and reliable requirements or guidance to decide what learning belongs in the matrix.
2. Add the records
Enter one row for each worker and learning item, then record completion and evidence.
Enter one row for each worker and learning item, then record completion and evidence.
3. Watch the dashboard
Use the automatic status and next-action fields to see what needs attention.
Use the automatic status and next-action fields to see what needs attention.
Important: This is a training-management tool, not an automatic legal-compliance test. Add a review or refresher date only where it is appropriate for your organisation, the work being done, or a reliable requirement or source. Completing an online course does not by itself prove practical competence.