Free download · Excel (.xlsx)
Free Painting and Decorating Training Matrix Template
Download a free Excel training matrix for painting and decorating teams — CSCS, working at height, abrasive wheels and asbestos-awareness columns you can edit.
- Starting structure suited to painting and decorating language
- Conditional formatting for expired and expiring dates
- A role requirements sheet you can edit
- Evidence column so a date can be backed with a file
No email required. Free to use, including commercially. Keep industrial coatings tickets separate from domestic CSCS if the work differs.
training-matrix-template.xlsx
| Row number | A | B | C | D | E | F | G |
|---|---|---|---|---|---|---|---|
| 1 | Name | Role | CSCS | IPAF | PASMA | First Aid | Asbestos |
| 2 | Ahmed Khan | HVAC Engineer | 12/08/2028 | 25/08/2026 | 03/02/2028 | 19/09/2027 | — |
| 3 | John Smith | Site Supervisor | 04/06/2029 | 22/01/2028 | 18/09/2026 | 18/09/2026 | 11/11/2027 |
| 4 | Sarah Jones | Electrician | 28/10/2028 | 16/05/2028 | 16/05/2028 | 02/12/2027 | 09/07/2028 |
| 5 | Peter Brown | General Operative | 06/08/2026 | 14/04/2028 | — | — | 21/01/2028 |
| 6 | Grace Okafor | Electrician | 17/03/2029 | 27/09/2026 | 08/08/2028 | 23/06/2028 | 05/05/2028 |
Quick answer
A painting and decorating training matrix records who holds which assigned site cards, height tickets and hazardous-coatings awareness — with expiry dates. Download this free Excel template and avoid collapsing IPAF, towers and harness into one “height” cell. FieldClear can import later. It does not decide COSHH or access methods for you.
What’s in the template
An Excel matrix for decorating contractors who move between occupied housing, commercial interiors and industrial coatings, where access method and product awareness change job to job.
- Worker rows with name, role and worker type — so decorators, industrial painters and agency cover sit on the same sheet.
- Conditional formatting for expired, expiring and current dates.
- A distinction between blank (no record held) and N/A (not required).
- An evidence location column for certificates and card images.
- A role requirements sheet you can match to the grades you actually employ.
Example columns for decorating crews
| Example column | Typical use | Watch-out |
|---|---|---|
| CSCS / site access | If sites require a card | Card type matters on principal-contractor jobs |
| Working at height / towers | Internal and façade access | PASMA is not IPAF |
| IPAF category | If MEWPs are used | Record 3a / 3b separately |
| Abrasive wheels | If grinding or disc work is assigned | Often missing from decorator sheets |
| Asbestos awareness | Refurbishment packages | Not licensed removal |
How to use it
- Add decorators, industrial painters and supervisors — including agency.
- Split tower, MEWP and harness records instead of one height column.
- Enter expiry dates as DD/MM/YYYY.
- Use N/A when a column does not apply; leave blank only when missing.
- Review before occupied-building night works.
- When reminders matter, upload for automatic status.
Disclaimer
Example columns are not a mandatory list. Access methods, coatings and client rules vary by job. This is not legal advice. A green cell is not authorisation to work at height or apply industrial coatings.
Questions people ask before signing up
Is the training matrix template really free?
Yes. Download the Excel file and use it however you like, including commercially. There is no obligation to try the software.
What is a training matrix?
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.
Can I import my existing Excel training matrix?
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.
Does the software tell me which qualifications are legally required?
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.
Can I track subcontractors?
Yes. Workers can be recorded as employees, subcontractors, agency workers or other worker types, and you can filter the matrix by type.
Can I store certificates?
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.
Outgrown your spreadsheet?
Upload the same file and turn it into a live matrix with automatic expiry reminders.
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