How to Create a Trainer Matrix as SMS Admin

How to Create a Trainer Matrix as SMS Admin

Idea
Overview
In this tutorial, you will learn how to create a Trainer Matrix, a valuable tool for tracking and managing evidence to support vocational competencies, current industry skills, VET knowledge and skills, and professional development. This guide will assist trainers and Student Management System (SMS) users in ensuring all necessary documentation is organised and accessible for compliance and performance improvement.

Also, it may also help to familiarise yourself with the Trainer's role in the SMS. You may refer to this tutorial on How to add a user in the SMS, which explains the capabilities of the Trainer user type within the system.

Notes
Step Tutorial
How to Create a Trainer Matrix via Compliance Page
  1. Go to Compliance.
  2. Click the Trainer Matrix Tab.
  3. Click the Plus "+" icon to open a New Trainer Matrix window.

    Refer to the image below for steps 1 to 3


  4. Select a Trainer from the dropdown list
  5. Added Date - Indicates the date when the trainer’s qualifications or competency evidence was first recorded in the system.
  6. Add the Program Code where the trainer is qualified to train
  7. Add the Units where the trainer is qualified to train
  8. Evidence Description You may list your Vocational Experience in this text box
  9. Add the Expiry Date. This date indicates until when the Trainer is qualified to teach the Program and Unit(s) above
  10. Approved? - Select either "Yes", "Awaiting Review", or "Rejected"
  11. Approved By? - Identify the authorised staff member who has reviewed and approved the trainer’s evidence or qualification entry.
  12. Approved Date and Time - Indicate the exact date and time when the approval of the entry was finalised, providing an audit trail for compliance purposes.
  13. Indicate the Status of the Unit based on https://training.gov.au/
  14. Select the Evidence Type. This describes how the trainer is qualified to train the related Unit(s) above
  15. Attach or upload documents that reinforces your qualified knowledge and skills
  16. Once all of the above is done, click Save

    Refer to the image below for steps 4 to 16

How to Create a Trainer Matrix via People Page
  1. Go to People.
  2. Click the dropdown list and pick a trainer.
    1. AlertIMPORTANT: The Trainer Matrix subtab will only If the user you selected has System Access set to "Trainer".
  3. Click on the Trainer Matrix tab


  4. Click the Plus "+" icon to open a New Trainer Matrix window.
    InfoNOTE: The Trainer field is pre-filled with the selected trainer and cannot be edited

  5. Added Date - Indicates the date when the trainer’s qualifications or competency evidence was first recorded in the system.
  6. Add the Program Code where the trainer is qualified to train
  7. Add the Units where the trainer is qualified to train
  8. Evidence Description You may list your Vocational Experience in this text box
  9. Add the Expiry Date. This date indicates until when the Trainer is qualified to teach the Program and Unit(s) above
  10. Approved? - Select either "Yes", "Awaiting Review", or "Rejected"
  11. Approved By? - Identify the authorised staff member who has reviewed and approved the trainer’s evidence or qualification entry.
  12. Approved Date and Time - Indicate the exact date and time when the approval of the entry was finalised, providing an audit trail for compliance purposes.
  13. Indicate the Status of the Unit based on https://training.gov.au/
  14. Select the Evidence Type. This describes how the trainer is qualified to train the related Unit(s) above
  15. Attach or upload documents that reinforces your qualified knowledge and skills
  16. Once all of the above is done, click Save

 
Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.