Help & frequently asked questions

Yes. Upload an Excel or CSV file, map the columns to workers, roles, qualifications and expiry dates, then preview the result. Nothing is created until you confirm the import.

No. Existing spreadsheets can be imported, and common qualification names such as CSCS, IPAF and PASMA are suggested as you go. You can also start from a suggested role template and adjust it.

No. The system helps you track the requirements your organisation assigns. You remain responsible for determining what applies to your workers and activities. We do not provide legal or health and safety advice.

Yes. Attach supporting evidence such as PDFs and images to worker records, so the certificate sits alongside the expiry date rather than in a separate folder.

Yes. Workers can be recorded as employees, subcontractors, agency workers or other worker types, and you can filter the matrix by type.

Yes. The system monitors expiry dates and sends reminders in advance. You choose how far ahead reminders are sent and who receives them.

No. The product tracks workforce qualifications, evidence and expiry dates. It does not deliver e-learning courses or assessments.

Yes. Invite other users and set permissions so people see and change only what is appropriate for their role.

Each organisation's data is isolated from every other organisation's. Documents and records are encrypted in transit and at rest, access is controlled by user permissions, and you can export or delete your data at any time. We host in the UK and EU.

You get 14 days with the full product and no card required. Import your matrix, invite colleagues and see whether it fits how you work. If you do nothing at the end of the trial, the account simply stops.

You move up a plan. Active workers are those you are currently tracking, so archiving a leaver frees up their place. Nothing stops working without warning.

Yes. Plans are monthly and you can cancel any time. You can export your workers, records and attached evidence whenever you want, including after cancelling.

Yes. Record the card type and expiry date against each worker, attach a photo or PDF of the card, and the matrix shows current, expiring, expired or missing automatically.

A training matrix is a grid of workers against the training, qualifications and cards their roles require. Each cell shows whether that person holds that requirement and when it expires. It is the quickest way to see where the gaps are across a workforce.

Yes. Download the Excel file and use it however you like, including commercially. There is no obligation to try the software.

No. Only the people who manage records need accounts. Workers do not need to log in for you to track their qualifications and evidence.