The Compliance Matrix

The Compliance Matrix puts four modules on one sheet: Certificates, Training, Policies and Documents. Each position gets a row showing what it requires, followed by a row for every active person in that position showing where they stand.

Who can use it

Company Admins and Admins, on the Enterprise plan. On Core and Pro the tab shows a padlock that leads to the plans.

Download it

1. Admin side → Account → Compliance Matrix.
2. The card says how many positions and active workers it covers, and how many columns each module adds.
3. Press Download matrix and pick Excel or PDF.

Reading it

• Document columns are grouped under your own document categories (JHA, Rules and so on); a document with none sits under Uncategorized.
• People with no position come last, with no requirement row: nothing is required of "no position".
• It's built from the same checks as each module's own compliance pages, so the matrix and a worker's own profile agree.

To change what's required, open the certificate type, course, policy or document and use its Assignment tab. A position's Required tabs (Organization → Positions) show the result.