V5 Ultimate
Skills matrix

See who is ready for each task before the shift starts.

A people-by-task grid from your training records, so supervisors can see who is ready before they assign work.

Start your free trial Follow one team after a change

7-day free trial, no card required. The skills matrix is in the Enterprise plan. Training records per revision are in Professional and Enterprise.

Supervisor in hood, mask, safety glasses and coverall showing a tablet to a trainee in the same protective clothing, who points at an enclosed production machine; colleagues in protective clothing behind

  • Readiness at a glance.

    See who is qualified, in training or due for each task, from the training records you keep.

  • Procedure changes reach people.

    When a revision needs retraining, the people affected show as due.

  • Supervisors stay in charge.

    The matrix informs the decision; the supervisor still decides who does the work.

Follow one shift plan

Line 2 · skills matrix

Who is ready for which task, and why

Try it: tap any square to see the training evidence behind it.

PersonFiller set-upChangeoverIn-process checks
A. Kowalski
B. Osei
C. Ruiz
D. Patel

Q = qualified

Choose a square. Each status is backed by a training record, not a typed tick.

Worked example. Your procedure defines qualified, in training and due. Whether an unqualified person is stopped from starting depends on your set-up.

How the skills matrix works: statuses, revisions and plans

Tap a step below to see what happens.

Step 1 of 4

Line 2 tasks
Defined by Production
  • Filler set-upSOP-FL-05
  • ChangeoverSOP-CO-02
  • In-process checksWI-QC-07
  • Qualified meansTrained + observed run

Tasks link to the documents people are trained on.

Tasks and what qualified means

  • List the tasks, stations and procedures people are trained on.
  • Agree what qualified, in training and due mean in your procedure.

Skills matrix is Enterprise. Expiry and refresher rules follow your procedure; confirm the set-up with us.

More on define: full record and set-up

Also on this record

Refresher
Your rule · e.g. yearly

Link each task to its controlled documents so revisions are followed.

Roles
Roles control which screens and kiosk actions people can use. That is separate from training status.
Free buyer guide · 12 pages

Quality Management Buyer Guide

For quality, regulatory and operations teams choosing quality management software. Use it with or without V5.

  • 1Link each revision to the training it needs.
  • 2Know what competence evidence to check.
  • 3Test it with one of your own teams.
See what's inside
  • How controlled documents connect to training, so a new revision reaches the right people before they use it.
  • What to check for read-and-understood records and competence evidence during an evaluation.
  • Decision checklists, RFP questions and a scored sheet to test training records with one of your own teams.

Chapters: why quality systems stall · from issue to closure · documents, revisions and training · deviations, out-of-spec results and CAPA effectiveness · audits, complaints, supplier quality and traceability · requirement, workflow or lab system · risk-based evaluation and validation · decision checklists and RFP questions · scored evaluation · where V5 fits and sources.

Get the quality management guide

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Guide page 10: decision checklists and RFP questions for quality management softwareGuide page 5: documents, revisions and training, with what to check for drafts, approval, effective dates and read-and-understood recordsCover of the Quality Management Buyer Guide

Skills tied to the documents people use

Revisions in document control create training due, and the grid shows who is ready, so changes reach the floor in a controlled way.

Document controlShift handoverCoaching

What's included

What the skills matrix includes, and which plan each item needs. Compare plans

Skills and training

From training records to a ready shift.

Skills matrix · Training and competence · Document control

Explore skills
  • Skills matrixEnterprise
    People-by-task view of qualified, in training and due.
  • Training and competenceProfessional and Enterprise
    Training per document revision.
  • Document controlProfessional and Enterprise
    Revisions that create training due.
  • Electronic signaturesProfessional and Enterprise
    Signed acknowledgements with meaning.
  • Audit log (view)
    Who recorded what and when.

Qualification and assignments are decided by people under your procedures.

Try it with one line's team.

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Or (you can edit the question before sending) or .