Guide · Updated 2026-10-02

Can One Training Matrix Cover Multiple Sites?

One training matrix can cover multiple sites when it is built around named people and portable requirements, with site-specific items (inductions, permits, local briefings) added as separate columns or filters. What fails is one spreadsheet per site that drifts out of sync — or one blob of columns nobody can filter by Monday morning.

Quick answer

Keep a single source of truth for worker identity, CSCS, plant tickets and other portable cards. Add site or project tags and site-only requirements beside them. Filter to the crew for Site A without maintaining a second “truth” file for Site B.

What belongs once versus per site

What belongs once versus per site
Record typeUsually
CSCS, IPAF, first aid, SMSTSOnce per person — portable
Company induction / role baselineOnce (or by role), not per site
PC / client inductionPer site or project
Local permit or briefPer site — time-bound

Avoid the multi-file trap

  • Do not email “Site B matrix.xlsx” as a fork of Site A
  • Use project or site fields so filters answer gate questions
  • Archive finished-site columns instead of deleting history
  • Give one owner for the live file and clear deputies
  1. List portable requirements that follow the worker.
  2. List site-only requirements for each live contract.
  3. Tag workers to current sites or gangs.
  4. Test a Monday filter for one site before you scale.

Honest limits

FieldClear can hold one workforce view with filters and evidence. It does not decide which site rules apply or replace principal-contractor systems. Multi-site structure is your operational model. Not legal advice.

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