Skills matrix - Matrix details page

The skills matrix detail page is accessed via the skills matrix page --> saved matrixes --> skills matrix detail page.

The skills matrix detail page allows users to manage, customise and delete previously created skills matrix. User can perform the following actions:

• Change the visibility of skills matrix i.e visible to the owner, public or shared with other employees.
• Include/exclude employees, skills, skills group from the skills matrix
• Customise display options of the skills matrix on the skills matrix summary page
• Schedule emails for the skills matrix (Under construction)
• Review change history of the skills matrix. (Under construction)

1. Matrix details top summary info

This section located on the top of the skills matrix details page allows users to view a summary of the skills matrix detail page. The following information is displayed in this section:

• Title of the skills matrix detail page
  • A default badge will be displayed if the selected skills matrix detail page has been setup as a default skills matrix detail page. To find out more on how to default a skills matrix detail page click here.
• Visibility
  • Shows whether the skills matrix detail page is shared to the owner only, public or with specific employees. 
• Shows the creation date and the creator name of the selected skilled matrix detail page
• Shows the last modified date and the modifier name of the selected skilled matrix detail page
• Shows scheduled date/time and frequency of emails of the selected skills matrix detail page.
• Click action button located on the top right to delete the selected skills matrix detail page.

2. View tab

The view tab allows users to preview the skills matrix details page as it would be displayed on the skills matrix summary page. This allows users to review, make amendments and finalise the skills matrix detail page. The following information is displayed in this section:

• Shows total number of employees selected, skills selected, valid skills, expired skills, skills to be reviewed in 90 days, restricted level, quarantined skills and archived skills
• Shows a table chart of an employee with additional information i.e. crew, department, latest medical expiry, date of birth, last on site, company name, company start date, job titles, last negative alcohol test, induction expiry date etc.
  • Users can hide or reorder columns in skills matrix detail page -> display tab. 
• To find out more about this section click here.

3. Details tab

This section allows users to change the visibility of the skills matrix page to:

• Only you
  • This will make the selected skills matrix visible to the owner only.
• Public
  • This will make the selected skills matrix available to anyone who has access to skills matrixes for the worksite(s). 
• Shared
  • This will make the selected skills matrix available to the specific employees mentioned in the shared list. 

4. Data tab

This section allows users to add or exclude employees, skills, skills group from the skills matrix

1. Employees

• Include employees
  • This drop down menu located on the top left allows users to choose employees for the selected worksite(s). The following menu items are displayed in the drop down menu:
    • Currently on site
    • From selected crews
    • That have a 100% valid induction & prerequisites
    • That have logged in within the last 24 hours.
• The following additional settings can be applied by clicking the checkbox for:
  • Don't show an employee in the matrix if they have none of the skills selected from the skills section.

2. Skills

• Saved skills list
  • This drop down menu located on the left allows users to choose a previously saved skill template from the saved skills list.
• Manage your list:
  • This hyperlink allows users to manage saved User can also manage saved skills list by clicking on manage your lists hyperlink located on the right of saves skills list drop down menu.
• User can search for a specific skills by clicking on all groups drop down menu.
• User can search for specific skill by typing in the skill name in the search skills field. 
• User can choose additional preferences such as only show skills with skill codes by clicking on the checkbox.
• User can save the customised skills theme by clicking on create a new skills list using the currently selected skills checkbox. The saved theme can be accessed via the manage your lists hyerlink. 
• User can exclude certain skills from the list by clicking on the skills level to exclude checkbox.
  • Note: This step is optional.
• User can include skills for specific job titles by clicking on the checkbox.
  • Note: This step is optional.
• User can choose additional settings based on their worksite(s) preferences:
  • Hide skill columns if none of the selected employees have that skill.

3 Update button

• Click the update button located on the bottom right to save the changes on the selected skills matrix report.

5. Display tab

This section allow users to manage display options of the skills matrix.

1. Order skills

• This section allows users to arrange column order for the selected skills. To re-order columns, click the on skill column name and drag it by using the mouse cursor and move it to a desired order number as per the user preference. 

2. Columns & skill information

• Columns to include:
  • This section allows users to include/exclude columns to display employee information based on the worksite(s) preference. The following columns can be included or excluded in the skills matrix report page:
    
    • Crew name
    • Department name
    • Latest medical expiry date
    • Date of birth
    • Date when the employee was last on site
    • Company name
    • Company start date
    • Job titles
    • Last negative drug test
    • Last negative alcohol test
    • Induction expiry date
• Skill display
  • This section allows users to display skills on the skills matrix report page by
    • Icon, expiry date and skill level OR
    • Icon only.
• Additional settings:
  • This section allows users to choose additional settings to display information based on the worksite(s) preferences as shown below:
    • Include as of date for all skills
    • Only show expired skills & skills to be review in the next 90 days
    • Abbreviate skill level
    • Show weeks till expired for skills to review in the next 90 days

3. Skills colours & preview

• This section allows users to
  • Choose a default colour theme by clicking on the theme drop down menu.
  • Manage existing colour themes in manage your themes section. The following information is displayed in manage your theme section:
    
    • View list of all saved themes.
    • View default theme
    • No of saved matrixes using the selected theme
    • View change history of the selected theme
    • Click delete button to delete an existing theme.
  • Create a new customised colour theme and save it
  • Colour code each skill based on the user preferences. 

4. Update button

• Click the update button located on the bottom right to save the changes on the selected skill matrix report page.

6. Scheduled email tab

This section allows users to schedule automated emails for the selected matrix.

• User can change the frequency of emails by:
  • Daily
  • Weekly
  • Monthly
• User can select a specific time for the report to be sent out
• User can select single or multiple recipients of the selected skills matrix report.