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People System Matrix

The People System Matrix shows a quick overview on the status of people that are on the system and their existing documents. This is viewed in a specific structure using rows and columns.

The System Matrix allows you to view the list of people on the system, their location(s), their compliance status, related documents and their compliance status. Here, you can also approve or reject documents, send an email, upload documents and add comments when approving or rejecting a document.

To access the People Matrix System:

On the left column, go to People.
Click ‘Matrix’.

The ‘Name’ column shows the names of all the People on the system.

The ‘Locations’ column shows location(s) of the people on the system.

The 'Documents' section shows the list of documents and their compliance status.

You can send an e-mail by clicking the envelope icon beside the person’s name.

The columns across the top show the different documents or courses that are available in the system. The left hand column lists the people that have accounts. The matrix shows the enrolment and/or compliance status of people in their assigned courses.

The compliance status is represented by colours and icons:

A green ‘tick’ means the document is approved.
A red ‘x’ means the document has been rejected.
A red clock means the document has expired.
A yellow timer means the document is awaiting approval.
A grey question mark means there are missing requirements.

To approve or reject the document, click the 'tick' or ‘x’ under the document.
You can add attachments by clicking on the white box or drag and drop the document to the white box.

You can filter what you want to see by clicking 'Filter' at the top of the page. Choose from the dropdown options what you want to see, and click 'x'.
To remove a filter, click the paint brush icon beside what you have previously selected.

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