Training Matrix for CDM Principal Contractors

Quick answer

Build the matrix around project-assigned requirements and duty-holder appointments, require subcontractors to supply the same fields you use internally, and filter for gaps before mobilisation. Keep design and management appointments as distinct requirements from general site cards so a green CSCS cell cannot hide a missing temporary-works or first-aid cover record.

What principal-contractor teams usually track

• Site management and supervision qualifications where assigned (for example SMSTS/SSSTS)
• Operative cards and trade tickets relevant to packages on site
• Temporary works coordinator and supervisor training where appointed
• First-aid and fire cover planning across shifts
• Induction currency for the specific project
• Supply-chain evidence with employer name still visible

Practical gate workflow

1. Publish the project requirement set to packages before labour is named.
2. Collect named matrices or uploads from subcontractors early, not on the morning of arrival.
3. Filter expired and missing rows against the next two weeks of programme.
4. Block or escalate honestly — do not silently accept verbal assurances.
5. Retain the dated extract used for the gate decision.

Separating appointments from general training

CDM projects often confuse “trained for the trade” with “appointed for the duty”. Record appointments and their supporting training as explicit rows. That clarity helps when clients or inspectors ask who is coordinating temporary works or who holds first-aid cover this week — questions a single CSCS column cannot answer.

Honest limits

FieldClear tracks assigned requirements and dates. It does not determine CDM duty-holder competence, approve contractors, or replace your construction-phase plan processes. Principal-contractor use-case pages explain operational gate checks only. This guide is not legal advice.