Field-tested guides on competency matrices, certificate validity tracking, ISO 45001 and occupational safety training management.
PracticeExcel is a fine place to start a competency matrix, and most organizations do. The problem is not that Excel is bad — it is that in four specific places it quietly produces wrong information.
ConceptsManufacturing calls it a polyvalence table, quality calls it a competency matrix. Most of the time they mean the same thing — but there are three places where they differ, and those three surface in an audit.
GuideMost organisations start their competency matrix from the wrong end: the people. The right starting point is the job. A working matrix in six steps.
ComplianceClause 7.2 says "competence", not "training". What the auditor wants is not an attendance sheet but evidence of competence. The five most common nonconformities.
PracticeAn operator working on an expired certificate still looks competent on paper. On why validity tracking is not just about reminders.