Adding a New Job Title


  • Once you’re on the Training Matrix page, to add a new job title you will want to click ‘Add New Job Title’.


  • This will then bring you to this page here, where you will want to enter a name for your job title. After you have done this, you will see the distribution lists for courses and additional courses for the job title. To select a course, it is as simple as clicking your desired course on the selectable side and it will jump over to the selected side.



  • If you scroll down, you will see one more distribution list which is where you will select the Users you want to be assigned to this job title. It is the same process as the other lists when selecting. Once you have selected your Users, please click ‘Save’.



  • When you click save, it will refresh and bring you back to the original Training Matrix page where you can see in the list of Job Titles in our system, the one we just created is shown.




Adding a New Course


  • To add a new course on the training matrix, you will want to click on ‘Add New Course’.


  • Once you click ‘Add New Course’ it will bring you to this page here where it will ask for you to enter a course title, once you have done this, please click ‘Update’.




  • When you click update, the page will refresh and bring you back to the original Training Matrix screen where you will want to scroll down to the bottom of the page, where it shows the most recent courses added to our system. You’re able to edit the course title or delete it at any time.





Editing a Job Title and Training Matrix


  • On the main Training Matrix page, you will see the list of Job Titles we have in our system. As you can see there is an ‘Edit’ ‘Training Matrix’ and ‘Delete’ button.




  • If you press the ‘Edit’ button, it will bring you to this page here which just allows you to make any changes to the job title name, courses or users assigned to the job title.





  • Once you have finished with any of the changes you made, please click ‘Save’.




  • When you click on the ‘Training Matrix’ button, it will bring you to this page here where you can see the courses you selected for this Job title. If you’re wanting to book a user on a course or add their certification to show they have passed the course, click on ‘Select’.




  • When you click select you will see it pops up with ‘Schedule’ and ‘Complete’. If you’re wanting to book a course, please click ‘Schedule’.



  • When you click Schedule this pop up will appear where you can choose if you want to book it with SSUK or another venue. Once you have made your changes, please click ‘Save Changes’.




  • When you click save changes it, it will then show that the course has been booked.


  • If you click on the booked course now, it will allow you to ‘cancel’ the booking of the course or ‘complete’ it. To add a certificate to show proof of passing the course, click ‘Complete.’



  • When you click complete, this pop-up will appear. You will need to select the file of the pass certificate, enter the expiry date and the reminder date (you will be sent an email on the reminder date reminding you of the expiry date). You will then need to add the cost, you can then press ‘Save Changes’.





  • When you press save changes, it will then refresh the page and show that the course has been completed and when the certification expires.