FieldClear

Guide · Updated 2026-10-02

What Columns Should a Training Matrix Have?

A usable matrix has identity columns, a role or worker-type field, then one column (or linked requirement) for each training item you actually assign — with space for expiry or completion dates and a pointer to evidence. Extra columns you never review become noise.

Quick answer

Include: worker name, unique ID, employer/company, worker type (payroll / agency / subcontract), primary role, then requirement columns for your baselines (for example CSCS, first aid, plant tickets, company induction). Add project inductions as separate, archivable columns. Prefer dates over traffic-light-only cells.

Core identity columns

Core identity columns
ColumnWhy it exists
Name + unique IDStops duplicate-row chaos
Employer / companySubcontract and agency clarity
Worker typeFilter and ownership
RoleDrives which requirements apply
Site / gang / project tagsMonday mobilisation filters

Requirement columns

  • One requirement name people recognise at the gate
  • Expiry or completion date as a real date cell
  • Evidence link or filename note
  • Not required marked explicitly — never a fake date
  • Optional issue date if your audits ask for it
  1. List roles and the baseline requirements each needs.
  2. Delete columns nobody owns or reviews.
  3. Add site-specific columns only for live projects.
  4. Test the sheet against one real Monday crew list.

Honest limits

FieldClear and templates help you structure columns; they do not mandate a universal legal set. Your organisation chooses assignments. Not legal advice.

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